Offshore
Photo
Brady Long
RT @thisdudelikesAI: Get so good at growth on X that your boys start asking for help...
Here's how 👇 https://t.co/0NjrxwCExP
tweet
RT @thisdudelikesAI: Get so good at growth on X that your boys start asking for help...
Here's how 👇 https://t.co/0NjrxwCExP
tweet
Offshore
Photo
App Economy Insights
🫧 How to invest in a bubble
CapEx is ramping, valuations are soaring, and the hype is deafening.
Yet earnings are real, margins are expanding, and demand is unprecedented.
Here’s a practical guide to staying invested without losing your head 👇
https://t.co/ZZjehpGgrH
tweet
🫧 How to invest in a bubble
CapEx is ramping, valuations are soaring, and the hype is deafening.
Yet earnings are real, margins are expanding, and demand is unprecedented.
Here’s a practical guide to staying invested without losing your head 👇
https://t.co/ZZjehpGgrH
tweet
Offshore
Photo
Quiver Quantitative
BREAKING: Representative Jonathan Jackson just filed his first purchase of Palantir stock, $PLTR.
Jackson sits on the House Committee on Foreign Affairs.
Full trade list up on Quiver. https://t.co/BO1BqLDY6N
tweet
BREAKING: Representative Jonathan Jackson just filed his first purchase of Palantir stock, $PLTR.
Jackson sits on the House Committee on Foreign Affairs.
Full trade list up on Quiver. https://t.co/BO1BqLDY6N
tweet
Offshore
Photo
Fiscal.ai
Novo Nordisk v. Eli Lilly
Does Eli Lilly deserve such a premium to Novo Nordisk?
$NVO $LLY https://t.co/Jgkw62tYI7
tweet
Novo Nordisk v. Eli Lilly
Does Eli Lilly deserve such a premium to Novo Nordisk?
$NVO $LLY https://t.co/Jgkw62tYI7
tweet
Offshore
Photo
The Few Bets That Matter
$TMDX hit 49 flights yesterday, a new reccord.
They only own 22 planes.
Each flight saves lives or significantly improves patients' life quality. And adoption is clealy accelerating as hospitals scale usage.
🔹~7x forward sales
🔹30%+ growth
🔹International expansion underway
🔹Transplant volumes rising
🔹Heart & lung trials ongoing
🔹High switching costs
🔹Expanding market
How does no one care about this stock?
tweet
$TMDX hit 49 flights yesterday, a new reccord.
They only own 22 planes.
Each flight saves lives or significantly improves patients' life quality. And adoption is clealy accelerating as hospitals scale usage.
🔹~7x forward sales
🔹30%+ growth
🔹International expansion underway
🔹Transplant volumes rising
🔹Heart & lung trials ongoing
🔹High switching costs
🔹Expanding market
How does no one care about this stock?
$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 tweet
Offshore
Photo
memenodes
first thing you see is what you're getting on valentine's day this year https://t.co/hEEyt8Eibr
tweet
first thing you see is what you're getting on valentine's day this year https://t.co/hEEyt8Eibr
tweet
Quiver Quantitative
Few notes from our recent fundraising data:
- Elon Musk, $TSLA, donated $10M to a Trump Super PAC on June 27th. This was just a few weeks after his public fight with Trump.
- Reed Hastings, $NFLX, donated $1.7M to House Democrats
- Alex Karp, $PLTR, donated $250K to Texans for a Conservative Majority
- Investor Paul Singer donated $1M to MAGA KY, a PAC formed to oppose Thomas Massie
- One of the founders of Jane Street donated $123K to Representative Lisa McClain
- Michael Bloomberg donated $60K to Independence USA PAC
- The CEO of Dick's Sporting Goods, $DKS, donated $25K to Senator Dave McCormick
You can track all our fundraising data on Quiver.
tweet
Few notes from our recent fundraising data:
- Elon Musk, $TSLA, donated $10M to a Trump Super PAC on June 27th. This was just a few weeks after his public fight with Trump.
- Reed Hastings, $NFLX, donated $1.7M to House Democrats
- Alex Karp, $PLTR, donated $250K to Texans for a Conservative Majority
- Investor Paul Singer donated $1M to MAGA KY, a PAC formed to oppose Thomas Massie
- One of the founders of Jane Street donated $123K to Representative Lisa McClain
- Michael Bloomberg donated $60K to Independence USA PAC
- The CEO of Dick's Sporting Goods, $DKS, donated $25K to Senator Dave McCormick
You can track all our fundraising data on Quiver.
tweet
Offshore
Photo
The Few Bets That Matter
$NVO is up ~$36 from the lows.
But you didn’t miss anything.
Waiting for confirmation is one of the most important investor skills, and we’re only starting to see early signs here.
If a real uptrend comes, there'll be chances to buy again in the $50s.
No rush.
Many look smart today after spamming the ticker for a year. Truth is, most positions are under water, deep, built since the $90s.
A 20% gain on the last buy isn't a 20% gain on the position.
Now we’re seeing constructive signals.
Those are backed by fundamentals
Now optimism starts to make sense.
Now we can start talking about buying.
Buying before confirmation is useles, here's why 👇
https://t.co/usu7Mj56iQ
tweet
$NVO is up ~$36 from the lows.
But you didn’t miss anything.
Waiting for confirmation is one of the most important investor skills, and we’re only starting to see early signs here.
If a real uptrend comes, there'll be chances to buy again in the $50s.
No rush.
Many look smart today after spamming the ticker for a year. Truth is, most positions are under water, deep, built since the $90s.
A 20% gain on the last buy isn't a 20% gain on the position.
Now we’re seeing constructive signals.
Those are backed by fundamentals
Now optimism starts to make sense.
Now we can start talking about buying.
Buying before confirmation is useles, here's why 👇
https://t.co/usu7Mj56iQ
tweet