AkhenOsiris
$FLUT $DKNG $GENI
Citizens reiterated a Market Outperform rating and $313.00 price target on Flutter Entertainment on Wednesday.
The firm analyzed 1 million transactions from customers using prediction markets compared to wagering from other gambling operators, with data provided by Juice Reel, a platform that allows users to sync betting activity across apps.
The transactions represent actual cash wagers from individual players rather than total volume from market makers or liquidity providers, according to Citizens.
The analysis found that the impact of prediction markets on the legal sports betting industry has been "overblown," with only mid-single-digit cannibalization occurring, which represents less equity impact than the negative value assigned to shares in the second half of 2025.
Citizens maintained its conviction on its top recommendations in the online gaming space, which include Flutter Entertainment, Genius Sports with a Market Outperform rating and $17 price target, and DraftKings with a Market Outperform rating and $44 price target.
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$FLUT $DKNG $GENI
Citizens reiterated a Market Outperform rating and $313.00 price target on Flutter Entertainment on Wednesday.
The firm analyzed 1 million transactions from customers using prediction markets compared to wagering from other gambling operators, with data provided by Juice Reel, a platform that allows users to sync betting activity across apps.
The transactions represent actual cash wagers from individual players rather than total volume from market makers or liquidity providers, according to Citizens.
The analysis found that the impact of prediction markets on the legal sports betting industry has been "overblown," with only mid-single-digit cannibalization occurring, which represents less equity impact than the negative value assigned to shares in the second half of 2025.
Citizens maintained its conviction on its top recommendations in the online gaming space, which include Flutter Entertainment, Genius Sports with a Market Outperform rating and $17 price target, and DraftKings with a Market Outperform rating and $44 price target.
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Offshore
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God of Prompt
RT @godofprompt: R.I.P few-shot prompting.
Meta AI researchers discovered a technique that makes LLMs 94% more accurate without any examples.
It's called "Chain-of-Verification" (CoVe) and it completely destroys everything we thought we knew about prompting.
Here's the breakthrough (and why this changes everything): 👇
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RT @godofprompt: R.I.P few-shot prompting.
Meta AI researchers discovered a technique that makes LLMs 94% more accurate without any examples.
It's called "Chain-of-Verification" (CoVe) and it completely destroys everything we thought we knew about prompting.
Here's the breakthrough (and why this changes everything): 👇
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Offshore
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Illiquid
Took a while to crack 6k yen again but we’re back https://t.co/4YGfO8wQCp
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Took a while to crack 6k yen again but we’re back https://t.co/4YGfO8wQCp
Somar $8152.JP, a 🧵 tweet
Giuliano
A rule that sounds dumb but will actually increase your reading: focus on a number of daily pages (20-50) and stick to that. Don't wait for "motivation." Some days you'll be less focused and pages will just go by. Others will be better. But after a year, you'll be 10x ahead.
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A rule that sounds dumb but will actually increase your reading: focus on a number of daily pages (20-50) and stick to that. Don't wait for "motivation." Some days you'll be less focused and pages will just go by. Others will be better. But after a year, you'll be 10x ahead.
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Offshore
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Fiscal.ai
Talk about multiple expansion.
Rocket Lab's sales multiple has increased 12x in less than 2 years.
April 2024: 6.16x
Jan. 2026: 76.33x
$RKLB https://t.co/7Hl6nfBFYw
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Talk about multiple expansion.
Rocket Lab's sales multiple has increased 12x in less than 2 years.
April 2024: 6.16x
Jan. 2026: 76.33x
$RKLB https://t.co/7Hl6nfBFYw
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The Few Bets That Matter
$CRWV situation is playing out as expected.
And compute demand will move to $NBIS.
$CRWV expanded without the balance sheet to support it, so they hit a wall.
Lenders will slow down now and contracts will be refused as they won't be able to expand further. While $NBIS still can, with equities or dillution.
Demand is still massive and even if there are issues in term of energy and global capacity, it will take years in the best case scenario for $CRWV to prove it is trustful and be lended enough to expand further.
I'm still bullish and do not believe yet that compute providers are going burst. But $CRWV is streched, that is a fact. $ORCL also is.
In the meantime, compute contract will continue to rain.
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$CRWV situation is playing out as expected.
And compute demand will move to $NBIS.
$CRWV expanded without the balance sheet to support it, so they hit a wall.
Lenders will slow down now and contracts will be refused as they won't be able to expand further. While $NBIS still can, with equities or dillution.
Demand is still massive and even if there are issues in term of energy and global capacity, it will take years in the best case scenario for $CRWV to prove it is trustful and be lended enough to expand further.
I'm still bullish and do not believe yet that compute providers are going burst. But $CRWV is streched, that is a fact. $ORCL also is.
In the meantime, compute contract will continue to rain.
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Quiver Quantitative
BREAKING: Congress is back in session.
The House Oversight Committee is currently holding a hearing on fraud in Minnesota.
Watch live here: https://t.co/j6NkyXbeyv
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BREAKING: Congress is back in session.
The House Oversight Committee is currently holding a hearing on fraud in Minnesota.
Watch live here: https://t.co/j6NkyXbeyv
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X (formerly Twitter)
Quiver Quantitative
House Oversight Hearing on Minnesota Fraud
Offshore
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The Few Bets That Matter
How much compute and storage do you need for $META to create realistic AI 3D video for this new screen which will soon be everywhere?
Asking for the AI bears.
https://t.co/Ms8sn5YDKv
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How much compute and storage do you need for $META to create realistic AI 3D video for this new screen which will soon be everywhere?
Asking for the AI bears.
https://t.co/Ms8sn5YDKv
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: At some point, whether later this year or further out, investors will likely look back & wonder how $AMZN traded <15x NTM OCF
Yes, $AMZN lagged over the past five years, but that reset expectations & changed the setup today
In investing, it’s the future that matters https://t.co/adJ5c9bNuS
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RT @DimitryNakhla: At some point, whether later this year or further out, investors will likely look back & wonder how $AMZN traded <15x NTM OCF
Yes, $AMZN lagged over the past five years, but that reset expectations & changed the setup today
In investing, it’s the future that matters https://t.co/adJ5c9bNuS
$AMZN trades <15x NTM OCF — historically a very attractive risk/reward setup
Next two years of OCF Per Share Est:
2026 ➡️ $17.35
2027 ➡️ $21.01
CAGR at various multiples assuming 2027 OCF at $18.91 (-10% vs current estimates)👇🏽
18x | 20.7%
17x | 17.2%
16x | 13.8%
15x | 10.3% https://t.co/Ztz8VIoxO9 tweet