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Quiver Quantitative
Representative Mike Collins bought up to $165K of a meme coin called Ski Mask Dog over the last year.
It has now fallen 96% from its all-time high in December. https://t.co/67g5blzbxI
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Representative Mike Collins bought up to $165K of a meme coin called Ski Mask Dog over the last year.
It has now fallen 96% from its all-time high in December. https://t.co/67g5blzbxI
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Quiver Quantitative
BREAKING: The Senate Rules Committee has advanced Senator Kennedy's bill to withhold lawmakers' pay during government shutdowns. https://t.co/VZR07TPc8t
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BREAKING: The Senate Rules Committee has advanced Senator Kennedy's bill to withhold lawmakers' pay during government shutdowns. https://t.co/VZR07TPc8t
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Fiscal.ai
Why is Lululemon struggling in the United States?
Revenue is now declining for the first time in 10+ years (excluding COVID).
$LULU https://t.co/H8cKjiB4hA
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Why is Lululemon struggling in the United States?
Revenue is now declining for the first time in 10+ years (excluding COVID).
$LULU https://t.co/H8cKjiB4hA
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The Few Bets That Matter
$BABA still trades at ~2.5x sales.
Cloud growing 30%+ & accelerating with governmental push.
Core e-com massively profitable and growing.
And growth is depressed by the sales of Sun Art and Intime.
Q1 FY26 will see 15%+ revenue growth, yet valuation remains ~2.5x sales.
Hmhm https://t.co/kYRDL9jVVl
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$BABA still trades at ~2.5x sales.
Cloud growing 30%+ & accelerating with governmental push.
Core e-com massively profitable and growing.
And growth is depressed by the sales of Sun Art and Intime.
Q1 FY26 will see 15%+ revenue growth, yet valuation remains ~2.5x sales.
Hmhm https://t.co/kYRDL9jVVl
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Clark Square Capital
Looks like Interactive Brokers is adding Brazil to its tradeable markets https://t.co/5SRhB9JXdg
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Looks like Interactive Brokers is adding Brazil to its tradeable markets https://t.co/5SRhB9JXdg
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Wasteland Capital
2021 grift hall-of-famer $LAZR finally filed Chapter 11.
This sh*t was traded by imbeciles at $23bn in 2021, and the assets were now sold for $110m to, I kid you not, Quantum Computing $QUBT. Ayoo!
And the founder’s $83m Palisades home burned down in the fire this year. Sad. https://t.co/2X2r8did16
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2021 grift hall-of-famer $LAZR finally filed Chapter 11.
This sh*t was traded by imbeciles at $23bn in 2021, and the assets were now sold for $110m to, I kid you not, Quantum Computing $QUBT. Ayoo!
And the founder’s $83m Palisades home burned down in the fire this year. Sad. https://t.co/2X2r8did16
The spoils of tech mega-grift: $LAZR founder Austin Russell owns the $83m house from Succession. The stock, which was pumped to the dumbest investors by mega-banks, has lost $15.8bn since 2021 (down 77%). The biz had $41m rev, a negative 148% gross margin & lost $446m last year. https://t.co/vDBN4aOk8t tweet
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EndGame Macro
This is Ford acknowledging the first EV strategy didn’t match how truck buyers behave in a high rate environment. The all electric F-150 was expensive to build, hard to make money on, and demand dropped fast once payments rose and tax credits faded. So instead of burning billions trying to force it, Ford is pivoting toward what sells and pays the bills with more hybrids, extended range electric setups, and smaller, cheaper EVs that don’t require a lifestyle change. Gas and hybrid F-Series keep funding the company, while EV investment shifts toward affordability, energy storage, and platforms that can actually scale without massive losses. It’s less about ideology and more about survival and to protect the cash engine now, stay in the EV game, and wait until the economics make sense again.
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This is Ford acknowledging the first EV strategy didn’t match how truck buyers behave in a high rate environment. The all electric F-150 was expensive to build, hard to make money on, and demand dropped fast once payments rose and tax credits faded. So instead of burning billions trying to force it, Ford is pivoting toward what sells and pays the bills with more hybrids, extended range electric setups, and smaller, cheaper EVs that don’t require a lifestyle change. Gas and hybrid F-Series keep funding the company, while EV investment shifts toward affordability, energy storage, and platforms that can actually scale without massive losses. It’s less about ideology and more about survival and to protect the cash engine now, stay in the EV game, and wait until the economics make sense again.
BREAKING: In a massive hit, Ford, $F, is writing down $19.5 billion in EV investments.
Ford also says it will stop producing the electric version of the F-150. https://t.co/cWMPDeO9d0 tweet