App Economy Insights
⚡️ OpenAI hit a $500B valuation.

• ChatGPT aims to be the next superapp.
• $NVDA is funding a $100B AI power grid.
• And the new $AMD deal is a critical twist.

Let's put it all in context. 👇
https://t.co/Vb5PNTKS3z
tweet

Quiver Quantitative
We sent out an alert when Nancy Pelosi filed a purchase of Tempus AI call options in January.

$TEM has now risen 192% since the trade. https://t.co/mQweZKiGHv
tweet

Yellowbrick Investing
Serious question - for anyone who has successfully shorted super high-beta / meme stocks, when has been the best time to put on the trade, and what guardrails do you put in place?
tweet

Emily
Okay, the slides are back, this time for Google Gemini Flash 2.5 Nano Banana, one of the most widely used image models in the world at the moment. I wanted to ensure that I had tried many things before posting the slides. Now you can build your Grok project, Gemini Gem and GPTs. https://t.co/vMsrycdIrF
tweet

Umesh
RT @azed_ai: Nano Banana and Flux Kontext Pro are now inside @Photoshop... and it changes everything.

With a simple prompt, you can create photoreal edits: swap outfits, adjust poses, or transform backgrounds. Then refine every detail using Photoshop’s layers, masks, and tools.

From quick touch-ups to full creative transformations, GenFill makes editing faster, easier, and more powerful than ever.

🚨 You can try it with a limited number of complimentary generations, until 10/28.

Let me show you how to use it with real examples.

This post is sponsored by #AdobeFirefly in partnership with @Adobe as a Firefly Ambassador.
#AdobeFireflyAmbassadors #Ad #PhotoshopPartnerModels
tweet

Quiver Quantitative
Senator Kennedy questions Pam Bondi on phone companies who provided phone records of U.S. Senators:

"Maybe they should have gone to Amazon and bought some testicles online" https://t.co/wBCDttYRR9
tweet

Yellowbrick Investing
Added 55 new stock write-ups to the site (pt 1):
@sprucepointcap - $DKNG (short)
@SaeschInv (exploring AIM) - $KGH.L, $LINV.L, $LBG.L, $KITW.L, $KEYS.L, $LTHM.L, $KOO.L, $KMK.L, $KCR.L, $KRM.L
@waterboycap - $BBWI
@BreakoutInvestr - $NXGL
@stocktalkweekly - $UUUU (update) https://t.co/V0hB1j7K6n
tweet