WealthyReadings
Investing $10,000 in $NVDA or $BTC a decade ago would leave you with ~$2.5M today.

What assets will have comparable returns in the next decade? https://t.co/ODdWW0Tysi
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EndGame Macro
If I were a New Jersey state pensioner, I’d be livid. This isn’t some bold, visionary allocation, it’s the kind of reach for return move pensions make when the math quietly stops working. And let’s be honest…it’s more likely than not that almost every major pension fund in the country is underfunded, and the only way they make the books look stable is by smoothing the gaps with aggressive actuarial assumptions and unrealistically high expected returns. When you start sliding into private equity, venture exposure, or speculative high beta names like this, it’s usually the result of pressure. They need big returns just to stay solvent, and that should worry the people depending on these systems the most.

JUST IN: $95 billion U.S. New Jersey State Pension Fund increased its position in Strategy $MSTR to $16 million. https://t.co/9e4PmIcbts - BitcoinTreasuries.NET
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WealthyReadings
$TMDX above $150 means $TMDX above $180.

🚨 $TMDX is dirt cheap, and I don’t say that often.

Financials are strong. Growth is strong. Multiples are reasonable. And we’re set up for a Q4 beat.

Here’s why $TMDX will go higher, why they’ll likely beat FY expectations and why it is one of the best buy on the market 👇

Quarter flight numbers so far.
🔹October: 773 flights → 24.9 per day
🔹November to date: 317 flights → 26.4 per day
🔹Q4 to date: 1,090 flights → 25.3 per day

As of today, not even halfway through Q4, $TMDX has generated around $74.4M in revenue, roughly half of what’s needed to hit the low end of its FY guidance - which has already been raised three times this year.

This comes after just 43 days, with 49 days left in the quarter.

At the current pace of 25.3 flights per day, they’re on track for.

≈ 2,330 flights total in Q4
≈ $159M in revenue

That would push FY25 revenue toward the high end of their guidance without any acceleration in flight frequency.

And december is historically the strongest month of the quarter, and the second strongest of the year in terms of transplant activity and flight data for $TMDX.

So if they simply maintain this rhythm, they’ll hit the high end of their guidance and if flights accelerate - as history suggests, we're up for a beat.

That being said, my calculations aren't perfect, nothing really is, but there are reasons to expect a strong quarter based on today data for $TMDX.

All while the stock trades at its lowest multiples in years, with many bullish catalysts ahead.

🔹 Rapid growth & expanding margins
🔹 Recession proof business model
🔹 Multiple short-term growth verticals
🔹 Strong winter seasonality
🔹 Competition acquirerd 20×+ sales

You'll find everything you need to build your convictions just below 👇 - WealthyReadings
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Quiver Quantitative
Wow.

This summer, a stock trade by Representative Robert Bresnahan caught our eye.

We posted this report.

$CRDO has now risen 104% since his trade.

BREAKING: Representative Robert Bresnahan just filed dozens of new trades.

One of them stood out:

A purchase of Credo Technology Group stock, $CRDO.

Credo build infrastructure for data centers. This is the first time we have seen Bresnahan buy it.

Full trade list on Quiver. https://t.co/9W13csSee9 - Quiver Quantitative
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Quiver Quantitative
BREAKING: The Department of War has said that it may recall Senator Mark Kelly to active duty for a court martial for appearing in this video. https://t.co/VIW2BJvVWa
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Quiver Quantitative
BREAKING: President Trump says he will visit Beijing in April and host Xi Jinping in the US later in the year.
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Dimitry Nakhla | Babylon Capital®
I think it’s entirely reasonable to see $GOOG surpass $NVDA in market cap at some point within the next three years

As of today:

$NVDA $4.46T
$GOOG $3.83T

$GOOG / $GOOGL is ~17% away https://t.co/ZDlGczN9KZ
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Quiver Quantitative
Marjorie Taylor Greene just said:

"Myself and many of my colleagues came courageously roaring into 2025 with legislation that matched the 2024 electoral mandate only to be totally sidelined by Johnson under full obedience of the WH."
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AkhenOsiris
RT @BankBraavos: If Google starts monetizing Gemini with ads (while the model thinks) and lowers its subscription price to $0 (or significantly below chatgpt), OpenAI will have an incredibly difficult time. They will have to scramble to build an ad tech stack and an advertiser base, which is a multi-year journey, all while facing pressure on user numbers and ARPU. I think it’s a kill shot, which makes it a no-brainer for Google to attempt.
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Fiscal.ai
Wix is currently trading at its cheapest FCF multiple ever as a public company.

EV/FCF: 11.5x

$WIX https://t.co/wC5pmuHBwj
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