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Quiver Quantitative
Last year, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 420% since our reports.
Look at this: https://t.co/OocHtlDvK7
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Last year, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 420% since our reports.
Look at this: https://t.co/OocHtlDvK7
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Offshore
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The Few Bets That Matter
$UPS has one of the best charts in the entire market and will trade at $150 sooner rather than later.
Another stock beaten down during the AI trade which is now reclaiming key levels and is starting a clear uptrend.
Exactly like $DG & $DLTR did earlier this year. Not very sexy, but efficient if you're looking for safe returns.
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$UPS has one of the best charts in the entire market and will trade at $150 sooner rather than later.
Another stock beaten down during the AI trade which is now reclaiming key levels and is starting a clear uptrend.
Exactly like $DG & $DLTR did earlier this year. Not very sexy, but efficient if you're looking for safe returns.
934 views. Six months ago.
Since, $DG is up 44% and $DLTR 45%.
No one cared. Because they aren't the next big thing.
But money isn't always made on the next big thing. tweet
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The Few Bets That Matter
$BABA is already the AI winner in China, and that lead should only widen from here.
$NVDA is taking H200 orders again, and $BABA is also in talks with $AMD for more GPUs.
Long story short: preferred access to better hardware, largest market share, vertically integrated compute and government backing in the world’s second-fastest growing AI market.
Still largely undervalued. Still underappreciated.
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$BABA is already the AI winner in China, and that lead should only widen from here.
$NVDA is taking H200 orders again, and $BABA is also in talks with $AMD for more GPUs.
Long story short: preferred access to better hardware, largest market share, vertically integrated compute and government backing in the world’s second-fastest growing AI market.
Still largely undervalued. Still underappreciated.
$BABA will crumble under massive Chinese compute demand. tweet
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The Few Bets That Matter
The market keeps punishing $NFLX on the belief it will win the bid for $WBD.
Hard to say how low it will push the stock, but it feels starts to feel like we’ll get a major buying opportunity out of it.
Yes, adding ~$75B in debt is scary. But if the deal happens, the value created should more than offset the costs.
Not a buyer today, but I’m almost certain I’ll be buying in the coming months/years if the stock keeps falling.
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The market keeps punishing $NFLX on the belief it will win the bid for $WBD.
Hard to say how low it will push the stock, but it feels starts to feel like we’ll get a major buying opportunity out of it.
Yes, adding ~$75B in debt is scary. But if the deal happens, the value created should more than offset the costs.
Not a buyer today, but I’m almost certain I’ll be buying in the coming months/years if the stock keeps falling.
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Fiscal.ai
What an insane stat.
Shares of Microsoft were under water for 15 years after their dot-com peak.
But from that peak to today... they've still doubled the S&P 500 total return.
$MSFT https://t.co/Pkz6D13m10
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What an insane stat.
Shares of Microsoft were under water for 15 years after their dot-com peak.
But from that peak to today... they've still doubled the S&P 500 total return.
$MSFT https://t.co/Pkz6D13m10
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The Few Bets That Matter
$GOOG and others keep locking up energy supply, but the real bottleneck will be solved by hardware & software.
There will never be enough energy to run AI data centers at scale. Efficiency is the only way out. That’s where companies like $NVDA & $ALAB come in.
More efficient hardware > finding new energy sources.
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$GOOG and others keep locking up energy supply, but the real bottleneck will be solved by hardware & software.
There will never be enough energy to run AI data centers at scale. Efficiency is the only way out. That’s where companies like $NVDA & $ALAB come in.
More efficient hardware > finding new energy sources.
GOOGLE JUST MADE AN ALMOST $5B ACQUISITION
Google $GOOGL has agreed to acquire Intersect "a data center and energy infrastructure company" for $4.75 Billion in cash in addition to the assumption of debt - CNBC https://t.co/3HiV1940mL tweet
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EndGame Macro
https://t.co/tTHlRMhdYQ
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https://t.co/tTHlRMhdYQ
Retail sales data release postponed to mid-January, new home sales data postponed, housing starts report delayed to January 9th - scheduled for today
#MacroEdge tweet
AkhenOsiris
$CRM
While Silicon Valley debates whether artificial intelligence has become an overinflated bubble, Salesforce's enterprise AI platform quietly added 6,000 new customers in a single quarter — a 48% increase that executives say demonstrates a widening gap between speculative AI hype and deployed enterprise solutions generating measurable returns.
Agentforce, the company's autonomous AI agent platform, now serves 18,500 enterprise customers, up from 12,500 the prior quarter. Those customers collectively run more than three billion automated workflows monthly and have pushed Salesforce's agentic product revenue past $540 million in annual recurring revenue, according to figures the company shared with VentureBeat. The platform has processed over three trillion tokens — the fundamental units that large language models use to understand and generate text — positioning Salesforce as one of the largest consumers of AI compute in the enterprise software market.
"This has been a year of momentum," Madhav Thattai, Salesforce's Chief Operating Officer for AI, said in an exclusive interview with VentureBeat. "We crossed over half a billion in ARR for our agentic products, which have been out for a couple of years. And so that's pretty remarkable for enterprise software."
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$CRM
While Silicon Valley debates whether artificial intelligence has become an overinflated bubble, Salesforce's enterprise AI platform quietly added 6,000 new customers in a single quarter — a 48% increase that executives say demonstrates a widening gap between speculative AI hype and deployed enterprise solutions generating measurable returns.
Agentforce, the company's autonomous AI agent platform, now serves 18,500 enterprise customers, up from 12,500 the prior quarter. Those customers collectively run more than three billion automated workflows monthly and have pushed Salesforce's agentic product revenue past $540 million in annual recurring revenue, according to figures the company shared with VentureBeat. The platform has processed over three trillion tokens — the fundamental units that large language models use to understand and generate text — positioning Salesforce as one of the largest consumers of AI compute in the enterprise software market.
"This has been a year of momentum," Madhav Thattai, Salesforce's Chief Operating Officer for AI, said in an exclusive interview with VentureBeat. "We crossed over half a billion in ARR for our agentic products, which have been out for a couple of years. And so that's pretty remarkable for enterprise software."
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AkhenOsiris
$CART
Instacart is ending its AI-powered pricing tests, which led some users to see higher prices on certain products than others. “Now, if two families are shopping for the same items, at the same time, from the same store location on Instacart, they see the same prices — period,” Instacart writes in a blog post on Monday.
🤡
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$CART
Instacart is ending its AI-powered pricing tests, which led some users to see higher prices on certain products than others. “Now, if two families are shopping for the same items, at the same time, from the same store location on Instacart, they see the same prices — period,” Instacart writes in a blog post on Monday.
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