Quiver Quantitative
BREAKING: Representatives Brian Fitzpatrick has signed Rep. Luna's discharge petition to force a vote on a congressional stock trading ban. https://t.co/vvb7gjVfBJ
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Quiver Quantitative
JUST IN: Representative Mike Lawler has signed Rep. Luna's discharge petition to force a vote on a congressional stock trading ban. https://t.co/S3J3OGJWCZ
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AkhenOsiris
$NVDA

HUANG ON ROGAN

https://t.co/4YtrYW8C78
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AkhenOsiris
Anthropic $AMZN $GOOGL

At DealBook:

Anthropic CEO Dario Amodei says the company will "land somewhere between 8 and 10" billion in revenue this year
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Quiver Quantitative
JUST IN: Representatives Moskowitz, Jacobs, Landsman, Gottheimer, and Pappas have signed the discharge petition to force a vote on a congressional stock trading ban.

Now at 14 signatures.
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memenodes
Generational wealth starts with one risk taker.
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EndGame Macro
COMMERCIAL REAL ESTATE VALUES

MUNICIPALITY COMMERCIAL PROPERTY TAX REVENUES

HIKE IN MUNICIPALITY RESIDENTIAL PROPERTY TAXES https://t.co/Dohg35hAEs
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Dimitry Nakhla | Babylon Capital®
This has always been true — amazing how quickly sentiment & narratives follow price

Not suggesting David didn’t hold this position in prior years — just noting that we continue to see many who were bearish on $GOOG in the mid $100s are now changing their stance in the $300s

Google’s real “secret weapon” is still search: 2B+ daily users vs. OpenAI’s ~500M.

And while OpenAI hopes to hit $20B in revenue this year, $GOOGL has already done $400B with $80B in free cash flow.

That’s the kind of balance sheet that can outspend anyone in AI. https://t.co/aVLCp1PZrY - David Nicholas
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EndGame Macro
RT @onechancefreedm: This will be the anthem of 2026…
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Dimitry Nakhla | Babylon Capital®
This has always been true — amazing how quickly sentiment & narratives follow price

Not suggesting David didn’t hold this position in prior years — just noting that many who were bearish on $GOOG in the mid $100s are now turning bullish in the $300s, using the same arguments that were already valid back then

Google’s real “secret weapon” is still search: 2B+ daily users vs. OpenAI’s ~500M.

And while OpenAI hopes to hit $20B in revenue this year, $GOOGL has already done $400B with $80B in free cash flow.

That’s the kind of balance sheet that can outspend anyone in AI. https://t.co/aVLCp1PZrY - David Nicholas
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EndGame Macro
Coming To Every City and Town Near You https://t.co/EEbPLVPg01
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