Fiscal.ai
We are currently experiencing disruptions to the Terminal & API due to the widespread Cloudflare outages.

We will let you know as soon as our services are back up and running!
tweet

Quiver Quantitative
BREAKING: Representative Brandon Gill just filed up to $300K in Bitcoin purchases.

Gill sits on the House Committee on the Budget.

Full trade list up on Quiver. https://t.co/cyHX7hn6VG
tweet

Clark Square Capital
Any news on $VRA? Did it become a meme stock?

@AstutexAi any news as to why $VRA is up 25% today? - polarcalorie
tweet

Quiver Quantitative
Several major sites are still dealing with issues, after a Cloudflare outage this morning.

Cloudflare said that the site observed a spike in unusual traffic before the issues began.

$NET is down 3% so far today.
tweet

Quiver Quantitative
JUST IN: Representative Josh Gottheimer just filed new stock trades.

One stood out to me:

A purchase of an AI customer relations company called $NICE.

It's the first time we've seen a member of Congress buy the stock. https://t.co/vytJH0MGhL
tweet

App Economy Insights
What was Wall Street buying in Q3?

⚡️ AI power and infrastructure
💻 Selective AI software
📉 Deep value plays
💳 Fintech rotation

The consensus trade? $GOOGL

Even Buffett is buying. 👇
https://t.co/lSXZ2JQ1F5
tweet

Quiver Quantitative
Representative Khanna ahead of the vote on the Epstein bill that he introduced with Thomas Massie:

"There should be no buildings named after people in this Epstein class...some of these people still are celebrated in our society"

Vote is expected later today. https://t.co/1gXcPjmnYg
tweet

Dimitry Nakhla | Babylon Capital®
Mastercard is trading at its lowest valuation in the past year (P/E & FCF Yield) 💸

Here’s $MA projected CAGR through 2028 assuming consensus EPS hits $25.86:

32x P/E: $827💵 … ~16.1% CAGR

31x P/E: $801💵 … ~14.9% CAGR

30x P/E: $775💵 … ~13.7% CAGR

29x P/E: $749💵 … ~12.5% CAGR

28x P/E: $724💵 … ~11.3% CAGR

27x P/E: $698💵 … ~10.0% CAGR
tweet

App Economy Insights
Microsoft and NVIDIA invest in Anthropic.

• $MSFT up to $5B.
• $NVDA up to $10B.
• Anthropic to spend $30B on Azure (1GW).

Claude AI gets access to the Copilot family.

And don't forget: $AMZN (~$8B) and $GOOG (~$3B) are already invested in Anthropic. https://t.co/4pEWhz2kMC
tweet