App Economy Insights
Motive $MTVE filed for IPO.

They want to be the OS for the physical economy.

But how do they stack up vs. Samsara $IOT?

Here’s the breakdown 👇
https://t.co/RVnbpGYc8V
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memenodes
December 18, 2026. #AvengersDoomsday https://t.co/HXQ7xNdpj9
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The Few Bets That Matter
$ALAB buy target remains $150.

The market is bearish as new networking systems are presented at the CES.

Those will need quarter to be manufactured and shipped, won't take over the entire market in a day, and accelerators will still be necessary on the rest of the infra.

Overreaction here, but a breakout without volume isn't to be trusted, so I didn't.

Patience now.
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Quiver Quantitative
TRUMP: I'm also meeting with oil companies, let's go....you know what that's about. https://t.co/TyXjCS9FoY
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Brady Long
RT @thisdudelikesAI: I got 1M+ impressions in the last 2 weeks

Here's 3 ways you can do the same.

(I've been using #3) 👇 https://t.co/kcm7VCzsRP
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The Few Bets That Matter
$BTC is bound to go back to $90,000.

The fun begin after the shake out.
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God of Prompt
How I use Claude Skills
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The Few Bets That Matter
$BTC is bound to go back to $90,000.

$MSTR will follow down. And foolow up.

The fun begins after the shake out.
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Fiscal.ai
Since the launch of ChatGPT in November 2022:

Nvidia Data Center Revenue: +1,316%
AMD Data Center Revenue: +162%

$NVDA $AMD https://t.co/N2ckIeNJMr
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The Few Bets That Matter
The Supreme Court will rule on tariff legality this Friday.

We could have some volatility but I don't see a bearish outcome.

If tariffs are ruled legal, nothing changes.

If illegal, they'll be reduced and that’s bullish for many companies - especially sportswear like $LULU and $ONON, which I already own, and it is bullish consumption in general.

We'll see lots of headlines, but I struggle to see a bad outcome post volatility.
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Quiver Quantitative
JUST IN: Representative Virginia Foxx has filed a new purchase of stock in Ellington Financial, $EFC.

She is the only member of Congress who we have seen trade this stock. https://t.co/QArJKRcG5c
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