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Fiscal.ai
Constellation Software is still in its largest drawdown ever.
Current EV/FCF: 21.3x
Why wouldn't this beat the market over the next 5 years?
$CSU https://t.co/XxMdVkbe6F
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Constellation Software is still in its largest drawdown ever.
Current EV/FCF: 21.3x
Why wouldn't this beat the market over the next 5 years?
$CSU https://t.co/XxMdVkbe6F
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App Economy Insights
🎉 Welcome to 2026!
Did you keep track during the holidays?
📈 Sandisk absolutely crushed 2025
🧠 Meta bets on AI startup Manus
🤖 NVIDIA + Groq: The $20B deal
🔎 Gemini’s very good year
$SNDK $META $NVDA $GOOG
https://t.co/WTFLZRkimA
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🎉 Welcome to 2026!
Did you keep track during the holidays?
📈 Sandisk absolutely crushed 2025
🧠 Meta bets on AI startup Manus
🤖 NVIDIA + Groq: The $20B deal
🔎 Gemini’s very good year
$SNDK $META $NVDA $GOOG
https://t.co/WTFLZRkimA
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Appeconomyinsights
📈 The Top Stock in 2025
The S&P 500’s best performer wasn’t on your bingo card
Offshore
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memenodes
the real-time training https://t.co/QMfikXDbii
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the real-time training https://t.co/QMfikXDbii
USERS AREN’T JUST LIKING GROK, THEY’RE TRAINING IT IN REAL TIME
What’s spreading right now isn’t just praise for Grok.
It’s people actively helping it get better.
Grok isn’t a sealed black box.
It’s designed to learn directly from users.
Every thumbs up tells it what worked.
Every thumbs down sharpens what didn’t.
People get this, and they’re engaging with it like a tool they actually want to improve, not just consume.
Why?
Because Grok feels worth the effort.
The answers are direct.
No corporate hedging.
No censor-heavy tone.
Take two two seconds to hit feedback because they know it counts.
Source: @grok tweet
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The Few Bets That Matter
$LYFT is the equivalent of price action porn.
Don't follow the company and wouldn't buy against $UBER. But every stock has a price.
And this one is going higher. https://t.co/uBcds1IDPN
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$LYFT is the equivalent of price action porn.
Don't follow the company and wouldn't buy against $UBER. But every stock has a price.
And this one is going higher. https://t.co/uBcds1IDPN
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Offshore
Video
memenodes
he is getting too powerful
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he is getting too powerful
Happy new year!!! https://t.co/IRDaFYbWIs tweet
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The Few Bets That Matter
Ignoring China in 2025 was costly. Ignoring it in 2026 will be even more so.
$BABA is one of my top pick for this year, for one simple reason: the government is crytal clear on its 2026 focus.
1. Consumption
2. Innovation
And when China sets priorities, it tends to execute. If you have paid attention over the past decades, you wouldn't bet against them.
Why would this time be any different?
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Ignoring China in 2025 was costly. Ignoring it in 2026 will be even more so.
$BABA is one of my top pick for this year, for one simple reason: the government is crytal clear on its 2026 focus.
1. Consumption
2. Innovation
And when China sets priorities, it tends to execute. If you have paid attention over the past decades, you wouldn't bet against them.
Why would this time be any different?
tweet
Offshore
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Quiver Quantitative
JUST IN: One of the most successful political accounts on Polymarket has bet $100K that Gavin Newsom will be the Democratic nominee in 2028.
They will win almost $300K if correct. https://t.co/rFQmwby1Q9
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JUST IN: One of the most successful political accounts on Polymarket has bet $100K that Gavin Newsom will be the Democratic nominee in 2028.
They will win almost $300K if correct. https://t.co/rFQmwby1Q9
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Offshore
Video
memenodes
First time the liquid covers her face is actually water.
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First time the liquid covers her face is actually water.
NEW: Lily Phillips has been baptized & now accepts Jesus Christ as her Lord & Savior.
The odds of Him returning this year are now down to 2%.
https://t.co/UeOTKmnjGU tweet