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Fiscal.ai
Google is now officially the 2nd largest company in the world after surpassing Apple.
1. Nvidia: $4.48T
2. Google: $3.95T
3. Apple: $3.8T
$NVDA $GOOGL $AAPL https://t.co/OlqaOgC7rD
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Google is now officially the 2nd largest company in the world after surpassing Apple.
1. Nvidia: $4.48T
2. Google: $3.95T
3. Apple: $3.8T
$NVDA $GOOGL $AAPL https://t.co/OlqaOgC7rD
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Quiver Quantitative
BREAKING: President Trump just said that these Republican Senators shouldn't be re-elected.
This could tank Senator Susan Collins' re-election campaign.
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BREAKING: President Trump just said that these Republican Senators shouldn't be re-elected.
This could tank Senator Susan Collins' re-election campaign.
BREAKING: The US Senate has advanced a resolution to block Trump from using the military in Venezuela without congressional authorization.
Final vote was 52-47.
Five Republicans voted in favor: Rand Paul, Murkowski, Young, Collins, and Hawley. tweet
X (formerly Twitter)
Quiver Quantitative (@QuiverQuant) on X
BREAKING: The US Senate has advanced a resolution to block Trump from using the military in Venezuela without congressional authorization.
Final vote was 52-47.
Five Republicans voted in favor: Rand Paul, Murkowski, Young, Collins, and Hawley.
Final vote was 52-47.
Five Republicans voted in favor: Rand Paul, Murkowski, Young, Collins, and Hawley.
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The Few Bets That Matter
$AMZN raising GPU prices should be a crystal clear sign the AI trade is healthy.
You don’t raise prices when demand is weak.
You definitely don’t raise prices on two-generation-old GPUs if demand is weak.
Especially not on your most used product: long-term, pre-planned compute.
That’s really all you need to know.
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$AMZN raising GPU prices should be a crystal clear sign the AI trade is healthy.
You don’t raise prices when demand is weak.
You definitely don’t raise prices on two-generation-old GPUs if demand is weak.
Especially not on your most used product: long-term, pre-planned compute.
That’s really all you need to know.
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The Few Bets That Matter
China’s bull run will start with greed.
At some point, investors will stop caring about geopolitics or balance freeze risks, and ethics will be thrown by the window.
$BABA will be up massively by then and greed will take over.
For many, it’ll be too late.
That’s just how markets work.
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China’s bull run will start with greed.
At some point, investors will stop caring about geopolitics or balance freeze risks, and ethics will be thrown by the window.
$BABA will be up massively by then and greed will take over.
For many, it’ll be too late.
That’s just how markets work.
BREAKING: China's stock trading volume hit 2.8 trillion yuan, $401 billion, on Tuesday, the highest since September.
This is more than 2.5 TIMES the daily average of 1.1 trillion yuan over the last 5 years.
China’s onshore stock turnover has more than doubled since June.
This comes as the market's rally has broadened, with 10% of stocks hitting new 52-week highs, the most since September.
Meanwhile, ~6 out of 7 stocks in the Shanghai and Shenzhen stock exchanges posted gains over the first 2 trading sessions of 2026.
As a result, the CSI 300 Index is now up 3.2% year-to-date.
China's equity rally is gaining momentum. tweet
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The Few Bets That Matter
$TMDX buyers have been relentless lately.
Almost as relentless as their pilots.
Flight data is... Honestly unbelievable.
~32 flights per day.
Compared to 24.9 in December, 25.4 in November and 24.9 in October.
That's not a $130 stock. No way. https://t.co/4IRYJDd2o2
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$TMDX buyers have been relentless lately.
Almost as relentless as their pilots.
Flight data is... Honestly unbelievable.
~32 flights per day.
Compared to 24.9 in December, 25.4 in November and 24.9 in October.
That's not a $130 stock. No way. https://t.co/4IRYJDd2o2
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The Few Bets That Matter
$MSTR is up 5%+ today.
$BTC is flat.
The market continues its repricing. https://t.co/0vVoZlgyr2
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$MSTR is up 5%+ today.
$BTC is flat.
The market continues its repricing. https://t.co/0vVoZlgyr2
$MSTR is up 2.5%.
$BTC is down 3%.
Why?
Because the market starts to realize that Bitcoin will very probably reach $100K before $70,000… Which means $MSTR is massively underpriced.
This has been the thesis for weeks. https://t.co/dO4tvUknax tweet
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The Few Bets That Matter
$ONON breaking another higher high.
Sportswear are on fire lately.
The new $NKE. https://t.co/G6oERjgwLy
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$ONON breaking another higher high.
Sportswear are on fire lately.
The new $NKE. https://t.co/G6oERjgwLy
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The Few Bets That Matter
Not sure why anyone would choose $HIMS over $NVO at current prices...
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Not sure why anyone would choose $HIMS over $NVO at current prices...
Help me answer..
$NVO OR $HIMS
$UNH OR $OSCR tweet
X (formerly Twitter)
The Value Trader (@TheValueTrade) on X
Help me answer..
$NVO OR $HIMS
$UNH OR $OSCR
$NVO OR $HIMS
$UNH OR $OSCR
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Fiscal.ai
RT @InvestingVisual: $NOW revenue growth is a thing of beauty👌 https://t.co/fdhDTsEDPu
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RT @InvestingVisual: $NOW revenue growth is a thing of beauty👌 https://t.co/fdhDTsEDPu
$NOW is down 🔻35% from its 52-week highs, meanwhile:
🔹 Revenue grew 22%
🔹 Free cash flow is up 24%
🔹 Has a 98% customer renewal rate
A very high quality SaaS business that now trades at its lowest valuation in 3 years.
$NOW is definitely worth your attention. https://t.co/s5Vt1RqOfr tweet
Fiscal.ai
RT @BradoCapital: Great news for Fiscal's highest and most powerful tier. 🎉
We REDUCED the price significantly from $199 to $79.
Why?...
The highest tier was priced at a point for the math to work for our Sales Team.
However, our Sales Team is focused on our B2B Data API product.
Which makes sense, these are great for the business and you'll be seeing our data more and more embedded around the platforms you know and use.
Given this, we've made the decision to move the most powerful plan to less than half of the price and entirely self-serve.
Institutional analytical capabilities for a disruptive price. For the first time, things like click-thru audit to filing, exporting capabilities, adjusted figures, as-reported financials and more for this attractive price.
This is available now.
Existing Enterprise subscribers: You still have every feature and we are applying credit towards future invoices so that you are not overpaying in future.
Legacy subscribers (Legacy Plus and Legacy Pro): You have every feature in the Max Tier. Thank you for your ongoing and early support.
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RT @BradoCapital: Great news for Fiscal's highest and most powerful tier. 🎉
We REDUCED the price significantly from $199 to $79.
Why?...
The highest tier was priced at a point for the math to work for our Sales Team.
However, our Sales Team is focused on our B2B Data API product.
Which makes sense, these are great for the business and you'll be seeing our data more and more embedded around the platforms you know and use.
Given this, we've made the decision to move the most powerful plan to less than half of the price and entirely self-serve.
Institutional analytical capabilities for a disruptive price. For the first time, things like click-thru audit to filing, exporting capabilities, adjusted figures, as-reported financials and more for this attractive price.
This is available now.
Existing Enterprise subscribers: You still have every feature and we are applying credit towards future invoices so that you are not overpaying in future.
Legacy subscribers (Legacy Plus and Legacy Pro): You have every feature in the Max Tier. Thank you for your ongoing and early support.
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