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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
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🫧 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
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Offshore
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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
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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
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Offshore
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Fiscal.ai
Novo Nordisk v. Eli Lilly
Does Eli Lilly deserve such a premium to Novo Nordisk?
$NVO $LLY https://t.co/Jgkw62tYI7
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Novo Nordisk v. Eli Lilly
Does Eli Lilly deserve such a premium to Novo Nordisk?
$NVO $LLY https://t.co/Jgkw62tYI7
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Offshore
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The Few Bets That Matter
$TMDX hit 49 flights yesterday, a new reccord.
They only own 22 planes.
Each flight saves lives or significantly improves patients' life quality. And adoption is clealy accelerating as hospitals scale usage.
🔹~7x forward sales
🔹30%+ growth
🔹International expansion underway
🔹Transplant volumes rising
🔹Heart & lung trials ongoing
🔹High switching costs
🔹Expanding market
How does no one care about this stock?
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$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
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memenodes
first thing you see is what you're getting on valentine's day this year https://t.co/hEEyt8Eibr
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first thing you see is what you're getting on valentine's day this year https://t.co/hEEyt8Eibr
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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.
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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.
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Offshore
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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
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
Offshore
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The Few Bets That Matter
$BABA is up ~100% since my first write up.
I detail why it could run another 100% on this one.
https://t.co/EciKxOJkVv
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$BABA is up ~100% since my first write up.
I detail why it could run another 100% on this one.
https://t.co/EciKxOJkVv
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God of Prompt
RT @godofprompt: 🚨 AI reasoning models are lying to you and the evidence is terrifying.
Anthropic just proved that longer thinking doesn't mean better thinking.
It's called "Inverse Scaling in Test-Time Compute," and it's already corrupting every AI decision in production.
Here's the science behind why reasoning models fails (and when to never trust it):
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RT @godofprompt: 🚨 AI reasoning models are lying to you and the evidence is terrifying.
Anthropic just proved that longer thinking doesn't mean better thinking.
It's called "Inverse Scaling in Test-Time Compute," and it's already corrupting every AI decision in production.
Here's the science behind why reasoning models fails (and when to never trust it):
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