Offshore
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Investing visuals
From their peak:
• $CRWV is down -33%
• $NBIS is down -27%
• $IREN is down -25%
Year-to-date:
• $CRWV is up +203%
• $NBIS is up +223%
• $IREN is up +395%
Zoom out, pullbacks are healthy. https://t.co/6p2tm2PoSN
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From their peak:
• $CRWV is down -33%
• $NBIS is down -27%
• $IREN is down -25%
Year-to-date:
• $CRWV is up +203%
• $NBIS is up +223%
• $IREN is up +395%
Zoom out, pullbacks are healthy. https://t.co/6p2tm2PoSN
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Offshore
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Quiver Quantitative
Things are heating up with Venezuela and we just saw a US congressman buy up shares in a defense contractor. https://t.co/NHwnseAT5t
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Things are heating up with Venezuela and we just saw a US congressman buy up shares in a defense contractor. https://t.co/NHwnseAT5t
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Offshore
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Quiver Quantitative
We recently posted a report on Marjorie Taylor Greene's purchase of Impinj stock, $PI.
It caught our eye, because it was a small company that no one in Congress had traded for years.
The stock has now risen over 200% since her purchase.
Look at this graph: https://t.co/zDDw3s7328
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We recently posted a report on Marjorie Taylor Greene's purchase of Impinj stock, $PI.
It caught our eye, because it was a small company that no one in Congress had traded for years.
The stock has now risen over 200% since her purchase.
Look at this graph: https://t.co/zDDw3s7328
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Offshore
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Investing visuals
$TSLA Q3 visualized🫰
• Car sales: $20.8B (+8%)
• Energy $3.4B (+42%)
• Services & Other $3.9B (+25%)
Total revenue: $28.1B (+12%)
~ Elon: We're really just at the beginning of scaling quite massively Full Self-Driving and Robotaxi and fundamentally changing the nature of transport.
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$TSLA Q3 visualized🫰
• Car sales: $20.8B (+8%)
• Energy $3.4B (+42%)
• Services & Other $3.9B (+25%)
Total revenue: $28.1B (+12%)
~ Elon: We're really just at the beginning of scaling quite massively Full Self-Driving and Robotaxi and fundamentally changing the nature of transport.
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AkhenOsiris
Data centre start-up Crusoe has raised $1.4bn, more than tripling its valuation to over $10bn in one year, as investors pile cash into a booming market for artificial intelligence infrastructure.
The oversubscribed equity fundraising round was led by Mubadala Capital and Valor Equity Partners. Crusoe, which is building OpenAI’s first big data centre in the US, has raised about $3.9bn since it was founded in 2018.
Huge spending on the infrastructure needed to run AI models is leading to record deals and valuations. Investments in data centres, chips and computing power has become a significant driver of US GDP growth this year.
“We are seeing tremendous and accelerating demand for compute infrastructure, unlike anything I’ve ever witnessed in my career,” Crusoe chief executive Chase Lochmiller told the Financial Times.
“OpenAI has been the most public with [its] large announcements, but this is not a trend that’s isolated to them. We are seeing it across the ecosystem,” he added.
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Data centre start-up Crusoe has raised $1.4bn, more than tripling its valuation to over $10bn in one year, as investors pile cash into a booming market for artificial intelligence infrastructure.
The oversubscribed equity fundraising round was led by Mubadala Capital and Valor Equity Partners. Crusoe, which is building OpenAI’s first big data centre in the US, has raised about $3.9bn since it was founded in 2018.
Huge spending on the infrastructure needed to run AI models is leading to record deals and valuations. Investments in data centres, chips and computing power has become a significant driver of US GDP growth this year.
“We are seeing tremendous and accelerating demand for compute infrastructure, unlike anything I’ve ever witnessed in my career,” Crusoe chief executive Chase Lochmiller told the Financial Times.
“OpenAI has been the most public with [its] large announcements, but this is not a trend that’s isolated to them. We are seeing it across the ecosystem,” he added.
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Clark Square Capital
Always look forward to reading Dave's quarterly letter
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Always look forward to reading Dave's quarterly letter
And here it is, fresh off the press and exclusive, Dave Waters @alluvialcapital q3 letter:
https://t.co/dVI8XP9SCI
Enjoy! tweet
X (formerly Twitter)
Andy (@evfcfaddict) on X
And here it is, fresh off the press and exclusive, Dave Waters @alluvialcapital q3 letter:
https://t.co/dVI8XP9SCI
Enjoy!
https://t.co/dVI8XP9SCI
Enjoy!
Quiver Quantitative
BREAKING: We received a list of publicly-traded companies who have reportedly donated to the Trump ballroom.
Every company listed has also spent large amounts on lobbying.
Here are the companies, along with their rank on our corporate lobbying leaderboard:
- Meta, $META (#1)
- Amazon, $AMZN (#4)
- Lockheed Martin, $LMT (#6)
- Google, $GOOGL (#7)
- T-Mobile, $TMUS (#10)
- Comcast, $CMCSA (#11)
- Altria, $MO (#16)
- Apple, $AAPL (#21)
- NextEra, $NEE (#29)
- Microsoft, $MSFT (#31)
- Caterpillar, $CAT (#38)
- Palantir, $PLTR (#61)
- Micron, $MU (#71)
- Union Pacific, $UNP (#84)
- HP, $HPQ (#92)
- Coinbase, $COIN (#96)
- Booz Allen Hamilton, $BAH (#116)
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BREAKING: We received a list of publicly-traded companies who have reportedly donated to the Trump ballroom.
Every company listed has also spent large amounts on lobbying.
Here are the companies, along with their rank on our corporate lobbying leaderboard:
- Meta, $META (#1)
- Amazon, $AMZN (#4)
- Lockheed Martin, $LMT (#6)
- Google, $GOOGL (#7)
- T-Mobile, $TMUS (#10)
- Comcast, $CMCSA (#11)
- Altria, $MO (#16)
- Apple, $AAPL (#21)
- NextEra, $NEE (#29)
- Microsoft, $MSFT (#31)
- Caterpillar, $CAT (#38)
- Palantir, $PLTR (#61)
- Micron, $MU (#71)
- Union Pacific, $UNP (#84)
- HP, $HPQ (#92)
- Coinbase, $COIN (#96)
- Booz Allen Hamilton, $BAH (#116)
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Clark Square Capital
O'Keefe Stevens is looking for an intern. Check it out.
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O'Keefe Stevens is looking for an intern. Check it out.
We are happy to announce our first-ever equity research internship. This 10-week Internship over the summer of 2026 is in our Rochester, NY office. Please forward this to anyone you think could be a good fit. We are looking for a current Sophomore or Junior in college. https://t.co/1d8JFKJ3sZ tweet
X (formerly Twitter)
O'Keefe Stevens Advisory (@OSA_Rochester) on X
We are happy to announce our first-ever equity research internship. This 10-week Internship over the summer of 2026 is in our Rochester, NY office. Please forward this to anyone you think could be a good fit. We are looking for a current Sophomore or Junior…
Clark Square Capital
RT @AskeladdenTX: What are your best small and micro cap ideas in US / Canada / Australia / Western Europe - and why? (What's the pitch?)
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RT @AskeladdenTX: What are your best small and micro cap ideas in US / Canada / Australia / Western Europe - and why? (What's the pitch?)
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Offshore
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Yellowbrick Investing
$PMTS
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$PMTS
$PMTS
PMTS earnings coming up in a few weeks… have been tracking the company’s hiring, they’re running the 4th shift, earnings should be normalizing now ~$2.6-$3 steady state annualized EPS. Chart looks to be breaking out. $20+ post earnings is likely. Company currently trades at 5x forward earnings. Cheap. tweet