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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
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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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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
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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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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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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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Illiquid
TOKYO -- Tokyo Electric Power Co. Holdings (TEPCO) estimates that it must invest more than 11 trillion yen ($70 billion) over the next 10 years, according to people familiar with the matter. The company aims to generate over 60% of its electricity from carbon-free power sources by 2040, up from around 20% in 2024, they said.
... The figure represents a more than 50% increase from the 7 trillion yen invested between fiscal 2015 and 2024.
The new management plan will include expanding investments in nuclear power plants and renewable energy to meet rising electricity demand driven by the growth of artificial intelligence and the global trend toward decarbonization, the sources said.
With demand for electricity rising due to the expansion of data centers, TEPCO expects to spend 2 trillion yen over the next 10 years to improve its electrical grid, giving it the capacity to supply 12 gigawatts of electricity in metro Tokyo by fiscal 2040, up from 2.2 gigawatts in fiscal 2024.
https://t.co/cJTlmgMrbv
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TOKYO -- Tokyo Electric Power Co. Holdings (TEPCO) estimates that it must invest more than 11 trillion yen ($70 billion) over the next 10 years, according to people familiar with the matter. The company aims to generate over 60% of its electricity from carbon-free power sources by 2040, up from around 20% in 2024, they said.
... The figure represents a more than 50% increase from the 7 trillion yen invested between fiscal 2015 and 2024.
The new management plan will include expanding investments in nuclear power plants and renewable energy to meet rising electricity demand driven by the growth of artificial intelligence and the global trend toward decarbonization, the sources said.
With demand for electricity rising due to the expansion of data centers, TEPCO expects to spend 2 trillion yen over the next 10 years to improve its electrical grid, giving it the capacity to supply 12 gigawatts of electricity in metro Tokyo by fiscal 2040, up from 2.2 gigawatts in fiscal 2024.
https://t.co/cJTlmgMrbv
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