⁠Quiver Quantitative
RFK Jr. was just asked about his portfolio.

He said: "I own Bitcoin"

If you followed Quiver you'd already know! https://t.co/B8b0tQ5PZ7
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⁠Investing visuals
How $HIMS makes money 🫰 https://t.co/L0ONULQPBg
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⁠Quiver Quantitative
Look at this.

At the beginning of the year, we sounded the alarm when Congress suddenly started buying up Palantir stock.

$PLTR has now risen 108% since they started buying. https://t.co/djxyXJZFcP
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⁠The All-In Podcast
Chamath: Tesla and Google are best positioned to win AI because they are building the full-stack

Jason:

"The game here is who wins the AI prize five years from now?"

"Chamath, who's your number one and number two?"

Chamath:

" Tesla's one and Google's two."

"And the reason is because they are the closest to having that vertically integrated stack that I spoke about."

TESLA 1⃣

"I think that Tesla has the best vision models."

"Now with xAI, they'll have one of the best LLMs and reasoning models."

"And they'll be able to eventually stick that on Dojo."

"And then all of that will be in all of the physical AI that you will interact with in your daily life."

"Whether it's a robot, or whether it's a car, or whether it's a Robotaxi. So that's number one."

GOOGLE 2⃣

"And then number two, for many of the same reasons, I think Google."

"Because you'll have the Gemini family of models, which just absolutely kick ass."

"Like Veo 3, which we haven't really spoke about, is gonna destroy Hollywood in the next year, like Hollywood is done, I think."

"But they're landing model after model."

"They have the TPU, and the next generation TPU I think is exceptional."

"They're baking quantum."

"And then they have an entire funnel of billions of people that they can direct experiences to."

"So Tesla one, Google two."
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⁠Investing visuals
Seeing a lot of bullish buy-the-dip takes on $HIMS.

But there's a major risk that came into full view yesterday and isn't talked about enough IMO.

High legal & regulatory exposure.

The compounded GLP-1 model is under fire. If regulators crack down, $HIMS could lose a key growth driver plus face legal pressure and credibility damage.

This isn’t new, but it’s now impossible to ignore.

$HIMS is down 🔻32% on the $HIMS – $NVO partnership termination.

5 Key highlights👇

1 - Reason for termination 🔍
$NVO ended the agreement with $HIMS to supply Wegovy, citing concerns over “illegitimate” compounded versions. $NVO accuses $HIMS of deceptive marketing and mass compounding of unapproved GLP-1s.

2 - Short-term revenue impact 🫰
Minimal near-term impact: Wegovy was not yet widely available on the $HIMS platform. Compounded GLP-1s remain the core of its current offering.

3 - Long(er)-term revenue impact 💰
While not directly stated by either company, the deal’s collapse and regulatory trends imply future access to branded GLP‑1s could be harder.

4 - Brand trust risk ⚠️
Accusations of deceptive practices may damage $HIMS credibility with regulators, pharma partners, and consumers.

5 - Moving forward with GLP-1 🔮
$HIMS will continue offering compounded and personalized GLP-1 treatments through its own clinical program.

If I missed anything important, feel free to add other insights or important snippets.

Does this change your $HIMS thesis? - Investing visuals
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⁠Quiver Quantitative
NEW: Stephen Miller now owns up to $250K of Palantir stock.

Miller is the US Homeland Security advisor.

We've seen multiple members of the House Homeland Security Committee (from both parties) start buying up Palantir stock this year.

Track politicians' portfolios on Quiver.
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⁠Dimitry Nakhla | Babylon Capital®
RT @BourbonCap: Visa $V CEO: 'We will enable and scale stablecoins if consumers want them'

Improvise, adapt, overcome long $V https://t.co/lyuEo5hRtP
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⁠Dimitry Nakhla | Babylon Capital®
This is great for MercadoLibre $MELI 🤝

🚨 Breaking: Argentina's 🇦🇷 annual GDP growth now stands at 5.8%, the highest in the Western world, and higher than China!

@JMilei's miracle is unstoppable! https://t.co/PJzWiKwq14 - Dr. Eli David
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⁠Capital Employed
Some interesting names to check out here...

🎯 7 Under-looked companies with strong moats 👇

🇦🇺 $PME.AX - Visage their software is the leading best-in-class for radiology, so much so that some refuse to work with any other software, they have never lost a client (sticky), and they are in 11/20 of the top USA hospitals. They can complete super complex implementations of the software for new clients in 1/3 of the time competitors need. AI detection in radiology is their new venture….

🇸🇪 $ITECH.ST - They own a unique patent to the world's best chemical applied in ship painting to stop barnacles from attaching to ships, this is extremely helpful as they save fuel (costs) they can hit environmental targets. New studies showcase that the paint even makes the ships faster. A big part of the TAM is unexplored

🇺🇾 $DLO - Powerful network effects and high switching costs, its single API gateway bridges global merchants to 900+ local payment methods across 40 emerging markets, making rival migrations prohibitively complex. Big companies can do business in many countries they weren’t able to do so, a sticky business model.

🇨🇦 $PNP.TO - They use a 390mil deficit from the previous management to offset any potential gain in their portfolio so they pay no taxes. To add the expertise of the Leonard family in VMS they sure have a head start, very interesting portfolio as well.

🇦🇺 $WTC.AT - Super switching costs and potent network effects in its CargoWise suite boasting a 99% retention over four years makes defecting akin to rebuilding a global supply chain from scratch. But it is also a data behemoth, 50 billion data transactions annually makes this a gold mine of predictive analytics.

🇺🇸 $KNSL - The have a very advanced platform that has data analysis for underwriting and claims management, this is how they can calculate the deals with the best r:r. They know when to get aggressive and when not. They also provide the quickest offers while the average specialty insurance provider needs 2-3 months they can do it in 1-2 weeks

🇬🇷 $ILYDA.AT - Super high switching costs, ERP solutions are deeply customized and integrated into pharmacy, retail, and public-sector operations, backed by mandatory customer training and multi-year support services that make vendor migrations costly and impractical. They are deeply embedded with the Greek Government, which I may add is going all out in software in the public sector

Because you read till the end, Ilyda is extremely interesting and one of my top watchlist picks 🤝 - Simeon Research
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