Offshore
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Quiver Quantitative
We posted this report in August.
$CNC has now risen 81% since then.
Congressional stock trading is still legal. https://t.co/S1B5YtQutG
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We posted this report in August.
$CNC has now risen 81% since then.
Congressional stock trading is still legal. https://t.co/S1B5YtQutG
tweet
Offshore
Video
Quiver Quantitative
Last year, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 508% since our reports.
Up another 10% today.
Look at this: https://t.co/vDciWs9sKG
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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 508% since our reports.
Up another 10% today.
Look at this: https://t.co/vDciWs9sKG
tweet
Offshore
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Quiver Quantitative
BREAKING: We just released a 2026 Midterms dashboard.
You can track how much money candidates are raising.
You can track where it's coming from.
All available for free here: https://t.co/0xtPLLSlzx https://t.co/7CfDK3wDFA
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BREAKING: We just released a 2026 Midterms dashboard.
You can track how much money candidates are raising.
You can track where it's coming from.
All available for free here: https://t.co/0xtPLLSlzx https://t.co/7CfDK3wDFA
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Offshore
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AkhenOsiris
$AMZN Raising GPU prices
AWS has quietly raised prices on its EC2 Capacity Blocks for ML by approximately 15 percent. The p5e.48xlarge instance – eight NVIDIA H200 accelerators in a trenchcoat – jumped from $34.61 to $39.80 per hour across most regions, while the p5en.48xlarge climbed from $36.18 to $41.61. Customers in US West (N. California) face steeper hikes, with p5e rates rising from $43.26 to $49.75. The change had been telegraphed: AWS's pricing page noted (and bizarrely, still does) that "current prices are scheduled to be updated in January, 2026," though the company neglected to mention which direction.
This comes about seven months after AWS trumpeted "up to 45% price reductions" for GPU instances - though that announcement covered On-Demand and Savings Plans rather than Capacity Blocks. Funny how that works.
For the uninitiated, Capacity Blocks are AWS's answer to "I need guaranteed GPU capacity for my ML training job next Tuesday." You reserve specific GPU instances for a defined time window – anywhere from a day to a few weeks out – and pay up front at a locked-in rate. It's popular with companies doing serious ML work who can't afford to have a training run interrupted because spot capacity evaporated. The pricing should make it abundantly clear that the people using this aren't hobbyists; these are teams with budgets measured in millions.
An Amazon spox told us via email, "EC2 Capacity Blocks for ML pricing vary based on supply and demand patterns, as described on the product detail page. This price adjustment reflects the supply/demand patterns we expect this quarter."
https://t.co/Ei6FGYliDH
tweet
$AMZN Raising GPU prices
AWS has quietly raised prices on its EC2 Capacity Blocks for ML by approximately 15 percent. The p5e.48xlarge instance – eight NVIDIA H200 accelerators in a trenchcoat – jumped from $34.61 to $39.80 per hour across most regions, while the p5en.48xlarge climbed from $36.18 to $41.61. Customers in US West (N. California) face steeper hikes, with p5e rates rising from $43.26 to $49.75. The change had been telegraphed: AWS's pricing page noted (and bizarrely, still does) that "current prices are scheduled to be updated in January, 2026," though the company neglected to mention which direction.
This comes about seven months after AWS trumpeted "up to 45% price reductions" for GPU instances - though that announcement covered On-Demand and Savings Plans rather than Capacity Blocks. Funny how that works.
For the uninitiated, Capacity Blocks are AWS's answer to "I need guaranteed GPU capacity for my ML training job next Tuesday." You reserve specific GPU instances for a defined time window – anywhere from a day to a few weeks out – and pay up front at a locked-in rate. It's popular with companies doing serious ML work who can't afford to have a training run interrupted because spot capacity evaporated. The pricing should make it abundantly clear that the people using this aren't hobbyists; these are teams with budgets measured in millions.
An Amazon spox told us via email, "EC2 Capacity Blocks for ML pricing vary based on supply and demand patterns, as described on the product detail page. This price adjustment reflects the supply/demand patterns we expect this quarter."
https://t.co/Ei6FGYliDH
tweet
AkhenOsiris
Wells Fargo expects a number of tailwinds to drive equities higher, especially lagging stocks with large short bets against them. The Wall Street bank believes a market “reflation” and short squeeze in certain stocks will be driven by more spending resulting from tax refunds (averaging $800 per person year over year), faster earnings growth in underperforming sectors and more liquidity injected into the market by the Fed.
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Wells Fargo expects a number of tailwinds to drive equities higher, especially lagging stocks with large short bets against them. The Wall Street bank believes a market “reflation” and short squeeze in certain stocks will be driven by more spending resulting from tax refunds (averaging $800 per person year over year), faster earnings growth in underperforming sectors and more liquidity injected into the market by the Fed.
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Clark Square Capital
RT @ReturnsJourney: where is the cheapest value in the world?
Like 2009 crisis cheap?
I find Kazakhstan, French micro caps, some Indonesia.
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RT @ReturnsJourney: where is the cheapest value in the world?
Like 2009 crisis cheap?
I find Kazakhstan, French micro caps, some Indonesia.
tweet
Offshore
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The Few Bets That Matter
$NBIS had a wild day.
Announced a new 80MW datacenter in Israel, Vera Rubin to be available in US and Europe From H2-26, new price targets above $200...
Demand is here. The tean executes.
And we're back above $100. And we will go much higher 🫣 https://t.co/UG0ZZB8XQ4
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$NBIS had a wild day.
Announced a new 80MW datacenter in Israel, Vera Rubin to be available in US and Europe From H2-26, new price targets above $200...
Demand is here. The tean executes.
And we're back above $100. And we will go much higher 🫣 https://t.co/UG0ZZB8XQ4
tweet
Offshore
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The Few Bets That Matter
$BABA has been frustrating for many lately.
But there is nothing wrong in consolidation. We're below the trendline, a pattern which has been repeated twice perfectly during 2025.
I’ll share a refreshed bull thesis on China and Alibaba in a few days.
You don’t want to miss it, because the breakout will come. And we'll need the convictions to buy in size when it happens. Because it will.
Patience.
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$BABA has been frustrating for many lately.
But there is nothing wrong in consolidation. We're below the trendline, a pattern which has been repeated twice perfectly during 2025.
I’ll share a refreshed bull thesis on China and Alibaba in a few days.
You don’t want to miss it, because the breakout will come. And we'll need the convictions to buy in size when it happens. Because it will.
Patience.
tweet
Offshore
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God of Prompt
You can just be Grokking things
@grok not you silly
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You can just be Grokking things
@grok not you silly
🚨 DeepMind discovered that neural networks can train for thousands of epochs without learning anything.
Then suddenly, in a single epoch, they generalize perfectly.
This phenomenon is called "Grokking".
It went from a weird training glitch to a core theory of how models actually learn.
Here’s what changed (and why this matters now): tweet