Evan
🇺🇸 FED'S WALLER JUST SAID:

- WE SHOULD CUT AT THE NEXT MEETING

- TARIFFS AREN'T GOING TO CAUSE LONG-RUN INFLATION, WE KNOW WE'LL HAVE A BLIP OF INFLATION BUT IT WON'T BE PERMANENT
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Gainify
$CRM reports 2Q’25 earnings today after the close.

Market expects: $10.14B revenue.

Revenue growth has slowed 14 straight quarters in row.

Will we finally see an uptick in 2Q’25 and potential rerating? https://t.co/hmvgOjj7FD
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Evan
PAYPAL X PERPLEXITY

PayPal $PYPL just announced that Venmo and PayPal customers in the US and select global markets will be able to skip the waitlist and receive early access to Perplexity's new AI-powered Comet browser. Through a new offer that includes a free 12-month trial of Perplexity Pro valued at $200
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naiive
life after taking the orange pill https://t.co/trPOX3Riuh
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ToffCap
$LINDEX completed its corporate restructuring program, which (finally) paves the way for the divestment of the loss making Stockmann department store business.

An announcement is expected over the next few months.

(Stockmann 🤢🤢) https://t.co/gHQ029TmpT
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ToffCap
This is exactly what we do.

We track a LOT of insider buying and buybacks + performance since. Most of the time its a useless signal.

But combine an interesting insider purchase / buyback (eg relatively large, first in a long time, funds, etc) with some basic stock analysis, and just that subset alone beats the market by a wide margin.

Now imagine using that subset to dive deeper into the most interesting ones...

A brief thought on insider buying

I review insider buying activities every week, and I’ve come to realize it’s generally overrated.

Plenty of insiders buy at valuations that make little sense, which makes the signal close to useless if they’re not investors themselves with a solid understanding of valuation.

However, insider buying becomes far more meaningful when it comes from someone who actually understands how to value a business.

Think about this: most operators are usually not financial experts, but have a different background.

This means, they’ll buy shares but they’ve no understanding of what the business is and should actually be worth. They’re speculators, not investors.

At the same time, for example, if you’ve an activist investor who’s topping up their holding, this could mean a much stronger signal.

I found that: generally low valuation
+ Management with understanding for valuation + insider purchases (or buybacks)

Is a very strong signal. - Paul, not a CFA
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Quiver Quantitative
JUST IN: Senator Mike Johnson just said that he supports a ban on congressional stock trading, but hasn't pushed for it because others feel differently.

He said lots of members of Congress rely on the outside source of income.

Per @JakeSherman from Punchbowl News.
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Quiver Quantitative
JUST IN: Speaker Mike Johnson just said that he supports a ban on congressional stock trading, but hasn't pushed for it because others feel differently.

He said lots of members of Congress rely on the outside source of income.

Per Jake Sherman from Punchbowl News.
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Evan
The United Kingdom 🇬🇧 government is considering banning the sale of high-caffeine energy drinks to consumers under the age of 16
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Aadit Sheth
This guy literally shows how to build AI apps 10x faster with one system https://t.co/yLsFjbhmNS
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Investing visuals
The AI chip market is set to grow from $96B to $927B (29% CAGR) by 2034, per Presedence Research.

Key players best positioned to benefit:

• AI foundation: $ASML, $TSM, $AMAT
• AI chips: $NVDA, $AMD, $AVGO
• AI infrastructure: $NBIS, $CRWV, $ALAB https://t.co/Axa8M6hOdh
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Evan
Google $GOOGL just had its largest non earnings overnight gap up since 2008 when it was added to the S&P 500 - Bespoke Invest
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Evan
Google is leading a mostly GREEN start to the day for the Magnificent 7

🟢🟢🟢🟢🟢🟢🔴 https://t.co/6y40TgzIXu
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