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Quiver Quantitative
JUST IN: A trader on Polymarket just bet $10K that the Fed will decrease interest rates by 50 basis points.
They will win $500K if they are correct.
Gambler or insider? https://t.co/koIJvxqTCO
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JUST IN: A trader on Polymarket just bet $10K that the Fed will decrease interest rates by 50 basis points.
They will win $500K if they are correct.
Gambler or insider? https://t.co/koIJvxqTCO
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Quiver Quantitative
BREAKING: AOC just said that there is a massive economic bubble from AI stocks.
She said that Congress should not entertain a bailout. https://t.co/EmLDeUcSTl
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BREAKING: AOC just said that there is a massive economic bubble from AI stocks.
She said that Congress should not entertain a bailout. https://t.co/EmLDeUcSTl
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Quiver Quantitative
BREAKING: The Senate just passed the Epstein Filed Transparency Act by unanimous consent.
It will now go to the President’s desk. https://t.co/sm65k8zzvy
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BREAKING: The Senate just passed the Epstein Filed Transparency Act by unanimous consent.
It will now go to the President’s desk. https://t.co/sm65k8zzvy
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AkhenOsiris
RT @FundaBottom: Gemini 3's pricing compared to Gemini 2.5: Input tokens are 60% more expensive, output tokens are 20% more expensive.
It's now as expensive as Claude Sonnet and more expensive than GPT. OpenAI has always tried to benchmark its pricing against Gemini, but now Gemini has raised prices.
This shows Gemini must be very confident in its performance and is starting to differentiate its pricing like Anthropic. $GOOG $LITE
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RT @FundaBottom: Gemini 3's pricing compared to Gemini 2.5: Input tokens are 60% more expensive, output tokens are 20% more expensive.
It's now as expensive as Claude Sonnet and more expensive than GPT. OpenAI has always tried to benchmark its pricing against Gemini, but now Gemini has raised prices.
This shows Gemini must be very confident in its performance and is starting to differentiate its pricing like Anthropic. $GOOG $LITE
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Clark Square Capital
Looks like a great gig
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Looks like a great gig
Looking to add another analyst at SF Bay Area hedge fund.
Global generalist fundamental long/short equity strategy + proprietary sourcing and data science platform.
If you have a passion for public markets, reach out. 3-7 years experience req’d. DMs open, retweets appreciated. tweet
X (formerly Twitter)
Matt K (@KmateoK) on X
Looking to add another analyst at SF Bay Area hedge fund.
Global generalist fundamental long/short equity strategy + proprietary sourcing and data science platform.
If you have a passion for public markets, reach out. 3-7 years experience req’d. DMs open…
Global generalist fundamental long/short equity strategy + proprietary sourcing and data science platform.
If you have a passion for public markets, reach out. 3-7 years experience req’d. DMs open…
EndGame Macro
RT @crossbordercap: We're not optimistic that US money market #liquidity will improve significantly (obviously TGA will drop somewhat) over coming months unless there is a full-scale return to #QE. Meanwhile #USGDP fuelled by monetization of deficit by banks. Money going elsewhere we fear...
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RT @crossbordercap: We're not optimistic that US money market #liquidity will improve significantly (obviously TGA will drop somewhat) over coming months unless there is a full-scale return to #QE. Meanwhile #USGDP fuelled by monetization of deficit by banks. Money going elsewhere we fear...
@RaoulGMI @crossbordercap with all due respect, do you agree with this analysis? or someone is clearly missing the forest for the trees... tweet
X (formerly Twitter)
Raoul Pal (@RaoulGMI) on X
So now the US Gov has reopened, what's next?
Expect a few days for TGA spending to begin to significantly add to liquidity and should persist for several months.
Obviously, QT ends in Dec and the balancesheet will crawl higher.
We should see the dollar…
Expect a few days for TGA spending to begin to significantly add to liquidity and should persist for several months.
Obviously, QT ends in Dec and the balancesheet will crawl higher.
We should see the dollar…
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WealthyReadings
🚨 $TMDX CEO Waleed H dropped another $1M of his own cash on the open market to buy shares.
Insiders sell for many reasons, but buy for one reason only.
$TMDX is now more than 30% of my portfolio and remains the best name on the market.
🔹 Rapid growth & expanding margins
🔹 Multiple new growth verticals
🔹 Recession proof business model
🔹 Strong winter seasonality
🔹 Competition acquirerd 20×+ sales
And I continue to expect them to crush Q4 and FY25 guidance as flight data remains really strong.
https://t.co/5UcptTuGHT
There's no such thing as a free lunch in the market. But $TMDX is getting close to it and my money is where my mouth is.
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🚨 $TMDX CEO Waleed H dropped another $1M of his own cash on the open market to buy shares.
Insiders sell for many reasons, but buy for one reason only.
$TMDX is now more than 30% of my portfolio and remains the best name on the market.
🔹 Rapid growth & expanding margins
🔹 Multiple new growth verticals
🔹 Recession proof business model
🔹 Strong winter seasonality
🔹 Competition acquirerd 20×+ sales
And I continue to expect them to crush Q4 and FY25 guidance as flight data remains really strong.
https://t.co/5UcptTuGHT
There's no such thing as a free lunch in the market. But $TMDX is getting close to it and my money is where my mouth is.
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Fiscal.ai
Here are some high-profile software stocks down 20% or more YTD:
$PAYC -21%
$NOW -23%
$ADBE -27%
$CRM -30%
$MNDY -35%
$TEAM -39%
$HUBS -47% https://t.co/enlCu5LsdC
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Here are some high-profile software stocks down 20% or more YTD:
$PAYC -21%
$NOW -23%
$ADBE -27%
$CRM -30%
$MNDY -35%
$TEAM -39%
$HUBS -47% https://t.co/enlCu5LsdC
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