Quiver Quantitative
UPDATE: Here are the top candidates for President in 2028, per Polymarket odds.

🔴 JD Vance: 26% (-5% last month)
🔵 Gavin Newsom: 20% (+2%)
🔴 Marco Rubio: 8% (+1%)
🔵 AOC: 6% (-2%)
🟣 Someone else: 40% (+4%)
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God of Prompt
RT @godofprompt: AI benchmarks are lying to you.

Models are scoring 95%+ on tests because the test questions were IN their training data.

Scale AI published proof in May 2024.

We have no idea how smart these models actually are.

Here's the contamination problem nobody's fixing: https://t.co/uPOW7YQyNX
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Moon Dev
How to Actually Do Algorithmic Trading: The Step-By-Step Guide to Ending the Liquidation Cycle
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Dimitry Nakhla | Babylon Capital®
First chart $LRCX FCF yield

Second chart $NOW FCF yield

Notice anything?

They’ve essentially flipped.

Software valuations today resemble where semiconductors traded 4 years ago. Many semiconductor valuations resemble where software once traded.

Software oversold. Semis crowded.

Mean reversion on its way?

Perhaps a contrarian rotation worth revisiting over the next few years: modestly trimming semiconductor exposure and reallocating toward some of the strongest, widest-moat software businesses.

Ironically, SaaS and semiconductor multiples have essentially swapped.

SaaS multiples today resemble where semis traded a few years ago — and semis now trade closer to where SaaS once did.

Of course, timing is never perfect, and semiconductors could continue to run amid strong demand and supply constraints. Still, it’s a rotation worth keeping an eye on.

$ASML $NVDA $LRCX $KLAC $NOW $CSU $CRM $SMH $IGV - Dimitry Nakhla | Babylon Capital®
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Benjamin Hernandez😎
$AAPL India Strategy De-risks Supply

Apple ($AAPL) secures a 5-year tax certainty deal in India, accelerating the shift from China. Shares holding $270 as market weighs 90% DRAM price surge vs.

I surface news that shifts momentum early on $ASTS $RKLB $IREN $NVDA in pinned. https://t.co/5TiOBMVXGc

Solo trading is fine… but shared momentum hits different and feels way better. We cover live trends, key news drops, and my curated daily stock shortlist inside.

Join here 👉 https://t.co/71FIJIdBXe

Message “Hi” to hop in and see today’s list.
$RR $SOC $BMNR $BYND $PULM https://t.co/XjRSUjWbnr - Benjamin Hernandez😎
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Javier Blas
President Trump says he discussed with President Xi of China further purchases by Beijing of American commodities (he singled out oil, gas and soybeans). https://t.co/x4kA1yPsLe
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Wasteland Capital
The market went from “The Golden Age of Private Credit” to “There may be nothing left to redeem if your fund has software debt on the books” in the space of 12 months.
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The Transcript
$UBER:

As reported in @Uber earnings today, I’m proud to say that @UberFreight achieved breakeven in Q4 on an adjusted EBITDA basis, after 3+ years of losses. We’re just at the starting line - with a ton of work left to do for our customers - but we’re getting there! Now back to work… - Rebecca Tinucci
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Fiscal.ai
Trading volumes for Metals exploded this quarter at CME Group.

Average Daily Volume: +114%

That's their fastest growth rate in more than a decade.

$CME https://t.co/N90OegJQgy
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God of Prompt
RT @godofprompt: AI benchmarks are lying to you.

Models are scoring 95%+ on tests because the test questions were IN their training data.

Scale AI published proof in May 2024.

We have no idea how smart these models actually are.

Here's the contamination problem nobody's fixing: https://t.co/uPOW7YQyNX
tweet