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

WealthyReadings
The Nvidia Microsoft Anthropic deal continues to prove that demand, need for compute is strong and that the ecosystem is growing as any ecosystem should grow.

$NVDA continues to take shares on appreciating assets in exchange for its expertise and hardware.

$MSFT does the same in exchange of its compute - which is then externalized to $NBIS and other neoclouds to some extend.

Anthropic gains access to a large market for its model and "cash-less" deals to expand and improve its service.

If AI ends up being monetized and deployed all around the world, a few red days in the market won't change the structural shift in tech that these kind of deals will create.

The market's short term pessimism is only a phase.
tweet

Fiscal.ai
The platform is back up!

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! - Fiscal.ai
tweet

WealthyReadings
$ONON is set to become the new global spotswear brand around the world.

Here's why 👇

🔹Rapid growing community around popular names like Roger Federer or Zendaya.
🔹Growth and demand all around the world, especially in Asia.
🔹Growing demand for their apparel and accessories.
🔹Innovations in the footwear market.
🔹Rapid growth in general boosted by a triple digit growth in Asia.
🔹Improving margins as management focuses on efficiency.
🔹Trading below historical and competition's multiples despite strong growth and demand indicators.

flat jacket ascavenger dexterity

The bear case?
🔹Exposure to U.S. and Europe comsuption which is pretty weak lately.
🔹Exposed to currency mix as the company is hosted in Switzerland - but this is out of their control and allows for an even stronger balance sheet.
🔹High growth expectations leave limited room for execution errors - but actual valuation gives enough margin to my opinion.

You'll find more details in the full breakdown below, but one conclusion stands: $ONON is set to become a giant in its sector and demand for its products is clearly growing more rapidly than for older brands. The shift is real.

Question is, how long before the market accepts that we need fresh new brands in the sector?
tweet

App Economy Insights
$AMZN Amazon's Zoox is now offering early-access rides in its driverless cars in San Francisco.
https://t.co/1kHMvKgWWw
tweet

WealthyReadings
$GOOG casually dropping a benchmark-breaking model built in-house, trained on their own TPUs & infra.

Meanwhile $MSFT $NVDA Anthropic OpenAI & the rest of the world busy signing partnerships… and still getting outperformed.

Google is such an AI loser.

https://t.co/P6KD461mml
tweet