Quiver Quantitative
BREAKING: The US Supreme Court is allowing California to use its new congressional map for the midterms.

It is expected to add 5 seats for Democrats, and would cancel out Texas' redistricting.

Democrats now have an 83% chance to win the House in 2026. https://t.co/SqoCXayuMz
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Dimitry Nakhla | Babylon Capital®
Reiterating my thoughts on $CSU.

The reason $CSU is being sold (multiple compression due to AI fears & potential uncertainty surrounding its moat, among other things) 𝙘𝙤𝙪𝙡𝙙 𝙚𝙣𝙙 𝙪𝙥 𝙗𝙚𝙞𝙣𝙜 𝙩𝙝𝙚 𝙚𝙭𝙖𝙘𝙩 𝙧𝙚𝙖𝙨𝙤𝙣 𝙞𝙩𝙨 𝙘𝙖𝙥𝙞𝙩𝙖𝙡 𝙖𝙡𝙡𝙤𝙘𝙖𝙩𝙞𝙤𝙣 𝙚𝙣𝙜𝙞𝙣𝙚 𝙜𝙚𝙩𝙨 𝙗𝙚𝙩𝙩𝙚𝙧 𝙖𝙜𝙖𝙞𝙣

𝐓𝐡𝐞 𝐢𝐫𝐨𝐧𝐲: 𝐭𝐡𝐞 𝐬𝐨𝐟𝐭𝐰𝐚𝐫𝐞 𝐫𝐞-𝐫𝐚𝐭𝐢𝐧𝐠 𝐰𝐞’𝐫𝐞 𝐬𝐞𝐞𝐢𝐧𝐠 𝐭𝐨𝐝𝐚𝐲 (𝐩𝐚𝐫𝐭𝐥𝐲 𝐝𝐫𝐢𝐯𝐞𝐧 𝐛𝐲 𝐀𝐈 𝐝𝐢𝐬𝐫𝐮𝐩𝐭𝐢𝐨𝐧 𝐟𝐞𝐚𝐫𝐬) 𝐦𝐚𝐲 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐢𝐦𝐩𝐫𝐨𝐯𝐞 $𝐂𝐒𝐔’𝐬 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲 𝐬𝐞𝐭

When public multiples compress, private-market deal pricing often follows — creating better entry points and potentially higher IRRs for $CSU’s next wave of acquisitions

So yes, one of the common critiques many investors will cite is that $CSU returns on capital have been trending down over the last few years

Yet, given this set up, perhaps it will trend higher over the next few years

At 2,845, $CSU looks like an interesting contrarian opportunity amid peak fear - Dimitry Nakhla | Babylon Capital®
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Wasteland Capital
Lisa Su and $AMD f**ked the entire semiconductor sector today.

It’s comical that a 56x ‘26 P/E business with a product that few really want, who literally had to give away 10% of itself to OpenAI so they would buy its goods, is somehow seen as a sector bellweather.

Dumb. 😒
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Bourbon Capital
$NFLX free cash flow has experienced exponential growth since 2022

Solid business and printing cash through ads https://t.co/DAegdcKKu9
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The Transcript
RT @TheTranscript_: When you see the drawdown on your saas stock: https://t.co/lSDQfX4bWs
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The Transcript
Alphabet reports after hours

$GOOG $GOOGL https://t.co/IfbaMz96Xw
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DAIR.AI
RT @omarsar0: Connect your agents with Obsidian vaults and never let your agents go hungry for the right context again.

On a serious note, in most cases, all you need are markdown files to get your coding agents to do what you want. Skills and Notes (both in md) are all my agents use now.
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Moon Dev
my team of quants and i used clawdbot in our internal zoom call

we made some discoveries i have not seen on x yet

so im releasing this private zoom call for a couple day

you may wanna bm it if you cant watch it rn https://t.co/suebThH47R
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The Few Bets That Matter
Did a lot of buying over the last two hours.

$PATH
$NBIS
$ALAB
$BABA
$TMDX

The last add for some of these names. If they don’t bounce here, I’m out. For good.

Also interesting: buyers keep showing up aggressively every evening, an hour before the close.

There’s something there.
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