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Quiver Quantitative
UPDATE: $IREN has now risen 232% since Representative Cleo Fields bought in.
It's been 3 months.
His purchase was the first time we had ever seen a politician buy the stock. https://t.co/enp6AtEYWH
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UPDATE: $IREN has now risen 232% since Representative Cleo Fields bought in.
It's been 3 months.
His purchase was the first time we had ever seen a politician buy the stock. https://t.co/enp6AtEYWH
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App Economy Insights
$AMD surges 27% after OpenAI deal.
OpenAI diversifies beyond $NVDA and secures compute runway.
• 6 GW of Instinct GPUs.
• First 1 GW in 2H 2026 on MI450.
• OpenAI can earn ~10% of AMD shares.
• Tens of billions in revenue potential for AMD. https://t.co/skp9pbkVhV
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$AMD surges 27% after OpenAI deal.
OpenAI diversifies beyond $NVDA and secures compute runway.
• 6 GW of Instinct GPUs.
• First 1 GW in 2H 2026 on MI450.
• OpenAI can earn ~10% of AMD shares.
• Tens of billions in revenue potential for AMD. https://t.co/skp9pbkVhV
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Yellowbrick Investing
The Trump administration has been hinting at taking stakes in Critical Mineral companies, and you didn't go max long a company literally named Critical Metals Corp? https://t.co/aIA2r6mFGq
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The Trump administration has been hinting at taking stakes in Critical Mineral companies, and you didn't go max long a company literally named Critical Metals Corp? https://t.co/aIA2r6mFGq
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Dimitry Nakhla | Babylon Capital®
Booking Holdings stock trades at 22x NTM EPS estimates with expected mid-teens earnings growth over the coming years
$BKNG has also reduced its shares outstanding an impressive -35% over the past 10 years https://t.co/n9FLA3iQBk
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Booking Holdings stock trades at 22x NTM EPS estimates with expected mid-teens earnings growth over the coming years
$BKNG has also reduced its shares outstanding an impressive -35% over the past 10 years https://t.co/n9FLA3iQBk
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Yellowbrick Investing
Vice Presidents have been selling all year, expensive, flat YTD, consumer concerns... https://t.co/miXKOAIQ6G
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Vice Presidents have been selling all year, expensive, flat YTD, consumer concerns... https://t.co/miXKOAIQ6G
If we take out 900, 850 seems like a highly attainable level. https://t.co/MWXPyJB0hb - Cluseau Investmentstweet
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Quiver Quantitative
JUST IN: We just came across new STOCK Act violations.
Representative Sheri Biggs filed dozens of trades made past the reporting deadline.
Her husband bought up to $250K of Bitcoin, $IBIT, on July 9th.
Pro-crypto legislation was passed a week later.
Full trade list on Quiver. https://t.co/NSQ6UClIFg
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JUST IN: We just came across new STOCK Act violations.
Representative Sheri Biggs filed dozens of trades made past the reporting deadline.
Her husband bought up to $250K of Bitcoin, $IBIT, on July 9th.
Pro-crypto legislation was passed a week later.
Full trade list on Quiver. https://t.co/NSQ6UClIFg
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AkhenOsiris
Even the wires are confused, Freudian slip is it? 😂
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Even the wires are confused, Freudian slip is it? 😂
SEARCHES FOR “AI BUBBLE” SKYROCKET TOWARD A RECORD HIGH FOLLOWING NVIDIA’S DEAL WITH AMD. - First Squawktweet