Offshore
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Quiver Quantitative
BREAKING: The House Ethics Committee is extending an investigation into Representative Mike Collins and Brandon Phillips, his chief of staff.
Phillips' girlfriend was allegedly hired as a paid intern and didn't do any work. https://t.co/PWLnMwjfmG
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BREAKING: The House Ethics Committee is extending an investigation into Representative Mike Collins and Brandon Phillips, his chief of staff.
Phillips' girlfriend was allegedly hired as a paid intern and didn't do any work. https://t.co/PWLnMwjfmG
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Offshore
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Quiver Quantitative
BREAKING: Representative Ritchie Torres has officially introduced a bill in response to this.
It would ban government officials from trading prediction market contracts when they have access to non-public info on it. https://t.co/aeN0XCCIPh
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BREAKING: Representative Ritchie Torres has officially introduced a bill in response to this.
It would ban government officials from trading prediction market contracts when they have access to non-public info on it. https://t.co/aeN0XCCIPh
Holy cow.
Yesterday, a new account on Polymarket made a massive bet that Maduro would be out of office by January 31st.
Today, the United States carried out strikes on Venezuela and captured Maduro.
The trader has now made over $400K.
Insider or lucky? https://t.co/dHqThzccuB tweet
Offshore
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Quiver Quantitative
JUST IN: Polymarket is currently pricing in an 18% chance of a congressional stock trading ban this year.
In the meantime, you can track their portfolios on Quiver. https://t.co/jePUcvPImt
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JUST IN: Polymarket is currently pricing in an 18% chance of a congressional stock trading ban this year.
In the meantime, you can track their portfolios on Quiver. https://t.co/jePUcvPImt
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Offshore
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Fiscal.ai
Last quarter, Oracle spent 75% of its revenue on capital expenditures.
That's the most in their history... by a lot.
$ORCL https://t.co/6WSWkgFvoM
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Last quarter, Oracle spent 75% of its revenue on capital expenditures.
That's the most in their history... by a lot.
$ORCL https://t.co/6WSWkgFvoM
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The Few Bets That Matter
The game is sizing.
It isn't investing, nor trading.
Having a 5% position which has a 100% potential will only yield a 5% gain on your portfolio, for what is an outstanding performance.
You want to place big bets. On big names.
Anything else is a missed opportunity.
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The game is sizing.
It isn't investing, nor trading.
Having a 5% position which has a 100% potential will only yield a 5% gain on your portfolio, for what is an outstanding performance.
You want to place big bets. On big names.
Anything else is a missed opportunity.
tweet
Offshore
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Giuliano
Pretty decent book.
Idea that stuck: careful with giving up control. https://t.co/mTIJcCfhEK
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Pretty decent book.
Idea that stuck: careful with giving up control. https://t.co/mTIJcCfhEK
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Offshore
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App Economy Insights
NVIDIA shows off Rubin at CES.
Jensen Huang just kicked off the next generation of AI infrastructure.
• 6 new chips (Vera CPU + Rubin GPU)
• 10x lower inference cost vs. Blackwell
• 4x fewer GPUs needed to train models
• $MSFT & $CRWV onboard
• Arriving H2 2026 https://t.co/ELwnYgf71k
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NVIDIA shows off Rubin at CES.
Jensen Huang just kicked off the next generation of AI infrastructure.
• 6 new chips (Vera CPU + Rubin GPU)
• 10x lower inference cost vs. Blackwell
• 4x fewer GPUs needed to train models
• $MSFT & $CRWV onboard
• Arriving H2 2026 https://t.co/ELwnYgf71k
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Offshore
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Quiver Quantitative
JUST IN: Senator Ruben Gallego is reportedly introducing an amendment to the annual defense bill that would block funding for an attack on Greenland. https://t.co/WmxQIGfxWH
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JUST IN: Senator Ruben Gallego is reportedly introducing an amendment to the annual defense bill that would block funding for an attack on Greenland. https://t.co/WmxQIGfxWH
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