App Economy Insights
🚖 Uber eyes 100K robotaxis by 2027.

• $NVDA-powered AVs.
• Collabs with Stellantis, Lucid.
• Lower operating costs over time.
• $UBER building a 'robotaxi data factory.'
• 3M+ hours of AV driving to train models.
• Multi-partner ecosystem (Waymo, Nuro & more). https://t.co/gRv1CuV7K9
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Capital Employed
Many amazing returns are being made so this year. One fund is up +131% YTD (he has lots of gold miners in his fund).

Most funds are up around +20%.

https://t.co/wUDSfhTdYl
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Clark Square Capital
This is very cool. Big thanks to @JaredKubin

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"YOU CAN JUST DO THINGS" - Jared L Kubin
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @oreiteb Yup! $GOOG nailed it 🎯 & $FI doesn’t pass my rigorous quality standards. While the valuation may appear attractive, there are much higher-quality businesses I’d rather own for the long-term 👌🏽
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Investing visuals
Software valuation tier list:

• Cheap(ish): $RBRK, $GTLB, $TEAM, $WDAY
• Reasonable: $NOW, $VEEV, $PANW, $ZS
• Expensive: $PLTR, $CRWD, $FIG, $NET

Any names you would add? https://t.co/unoAVwLK9a
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Investing visuals
It's official: $NVDA is the first company ever to hit $5 trillion 🤯 https://t.co/3XG4Nu5s38
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ToffCap
These things have massive cycles, and trough the cycle IRRs tend to be poor, but I love Amplitech's $AMPG aggressiveness anyway 😜 https://t.co/1BrYv0aCRs
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Quiver Quantitative
BREAKING: Representative Marjorie Taylor Greene just filed new stock trades.

She bought more Bitcoin, $IBIT.

She has now bought up to $125K of Bitcoin so far this year.

Full trade list up on Quiver. https://t.co/6UTXyafnSv
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Quiver Quantitative
UPDATE: Bloom Energy stock, $BE, has now risen 101% since Representative Gil Cisneros bought in.

It's been barely a month.

Track politicians' portfolios on Quiver. https://t.co/A5IAwvx3FF
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