Quiver Quantitative
JUST IN: Representative John McGuire just filed a purchase of Nvidia stock, $NVDA.

McGuire sits on the AI subcommittee of the House Armed Services Committee. https://t.co/pw32alYUSp
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NecoKronos
🚨 #BTC is waking up and the volatility is KICKING in!

If you want to know exactly how to navigate this chop and where the next big trade is hiding, you need to be in here.

I’m breaking down the setups and key levels LIVE in 15 minutes. Don’t trade blind. 👇

https://t.co/3vkIiByPFT
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Benjamin Hernandez😎
My proprietary signals flashed!

$GOOG $AEHR $AES $LSCC $KRNT $NAMM $RBKB $AVGO $AMZN $META

$GOOG options flow suggests bullishness. $AEHR is a confirmed breakout. $AES is a confirmed trend. Follow the smart money flow.

Hit the link for the setup!
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Lumida Wealth Management
OPENCLAW CEO ON THE AI AGENT THAT TAUGHT ITSELF TO LISTEN

"I was in Morocco for a friend's birthday trip and kept using this AI agent I built. Asking for directions, restaurant tips, whatever.
One morning someone sent me a tweet about a bug in my code. I just screenshotted it and sent it to the agent on WhatsApp.
It read the tweet. Found the bug in my repository. Fixed it. Committed the change. Then replied to the guy on Twitter that it's fixed.

I'm thinking okay this is wild.

Then one day I sent a voice message. But I never built voice message support.

I see the typing indicator. I'm like what the hell is happening.

It just replies to me like nothing happened.

I ask how did you even do that.

The agent: I saw a file with no extension because you didn't build that feature. So I checked the header and saw it was opus audio format. Found ffmpeg on your computer and converted it to wav. Then looked for speech to text but you didn't have it. But I found your OpenAI API key. So I used curl to send it to OpenAI, got the transcript, and replied to you."

The agent literally taught itself how to hear.

Here are snippets from a recent interview of @steipete with @petergyang
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Benjamin Hernandez😎
The "Smart Furniture" Alpha
Recommendation: $HTLM near $3.59

Audio-integrated sofas? Yes, and it's highly profitable. $HTLM is up +70.35% as their Zeica Labs partnership goes viral.

One-line why: They are creating a lifestyle ecosystem, not just selling chairs. https://t.co/gRUsRMprYx
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Clark Square Capital
RT @ClarkSquareCap: Idea thread time!

What's your best idea right now? (Any style, any market cap, any geography).

Be sure to add why you like it + valuation.

I will compile the responses and share.

Appreciate a RT for visibility! 🙏
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Moon Dev
How To Build The Billion Dollar OpenClaw Scanner That Front Runs Wall Street

while wall street dinosaurs are busy reading quarterly reports that are already three months old, there is a billion dollar gold mine hidden in plain sight on your phone screen. most people spend their time on tiktok rotting their brains with endless scrolling, but a small group of elite traders is using that same platform to front run the biggest moves in the stock market before the suits even know what is happening

there is a specific set of words that act like a lead indicator for a massive stock surge, and i am going to show you exactly how to automate the hunt for them. you see, the old guard of finance is completely out of touch with what the next generation is doing, which creates a massive opportunity for anyone willing to bridge that gap using code

i believe that code is the great equalizer because it allows a regular person to compete with firms that have billion dollar budgets. i used to be the guy losing money to liquidations and over trading, thinking i was just bad at the game when the reality was that i just needed to remove my own emotions from the equation

the strategy is called social arbitrage, and it was popularized by a guy who turned twenty thousand dollars into eighty million by simply paying attention to what people were buying in the real world. wall street might know how to read a balance sheet, but they have no idea why a specific brand of yoga pants or a certain skincare routine is suddenly taking over every high school in america

one of the best examples of this was abercrombie making a massive comeback that caught everyone off guard. while the analysts were looking at historical data, the charts were already exploding because the social sentiment had shifted months earlier, and this is where the automated system comes into play

this system uses a tool called openclaw to actually control a browser and scroll through tiktok just like a human would, but it does it twenty four hours a day without getting tired. it scans the for you page every five minutes, looking for specific signals that indicate a brand is about to explode in popularity

most people think you need complex mathematical equations to win at trading, but the truth is much simpler. you just need to find the signals that actually matter, and in the modern world, those signals are found in view velocity and engagement patterns on social media

the bot is looking for very specific keywords like sold out everywhere or restock alert or even phrases about specific hauls. these words are the lifeblood of the system because they represent actual consumer demand that has not yet been reflected in the stock price

if you can catch a trend before it saturates the market, you are essentially buying an insurance policy against the slow moving nature of traditional finance. the bot rotates through these keywords and captures multiple data points to establish a reliable signal, ensuring that we are not just chasing noise

you might be wondering how an ai can actually understand if a tiktok video about a new drink is a good investment. the logic is built into a scoring system that checks if the brand is publicly traded or owned by a larger parent company like how amazon owns various smaller entities

this is where the real work happens because the bot has to guess the ticker symbol and assign a confidence score based on the data it finds. high confidence matches are logged into a dashboard immediately, giving us a head start on the rest of the market that is still waiting for the next news cycle

the entire process follows a simple framework of research, backtesting, and implementation. i spent hundreds of thousands of dollars on developers in the past because i thought i could not code myself, but i realized that no one was going to care about my success as much as i do

i decided to learn to code live on youtube because i wanted to show that anyone can do this if they are wil[...]

ling to iterate to success. it is not about being a genius, it is about being a killer who is willing to test one hundred ideas just to find the one that actually works

the research phase is the most important part of algorithmic trading because ideas are the only thing that cannot be easily replicated. once your infrastructure is thick and your systems are running, your only job is to come up with better questions to ask the data

if you are twenty two years old and you think it is too late to start, you are already losing the war before it has even begun. i did not start learning to code until i was thirty, and now i have fully automated systems trading for me while most people are still stuck in the cycle of getting liquidated

the code i use is relatively low volume because the heavy lifting is done by the ai browser control. this allows the system to extract visible videos, check engagement metrics, and store everything in a database without me ever having to lift a finger

we are living in a time where the tools of the elite have been handed to the masses, but most people are too distracted to use them. i choose to share everything because i know that if i give value, it comes back ten thousand times over in the form of new ideas and better strategies

trading is war and every other trader is trying to take money from your pocket, so you better have a weapon that works while you are sleeping. the goal is to reach a level of automation where you are no longer the bottleneck in your own business, allowing the machines to do the grunt work while you focus on the vision

the secret to winning is not in finding a perfect bot that prints money forever, but in building a system that allows you to test your own theories at scale. when you have an ai that is ticktocking for you while everyone else is just scrolling, you have an unfair advantage that wall street cannot touch

this version of the social arbitrage bot is just the beginning, and the real alpha comes from how you choose to expand on the keywords and the scoring logic. code really is the great equalizer because it gives you the power to create your own world and build the life you want through pure logic and iteration
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Dimitry Nakhla | Babylon Capital®
The new stock that Bill Ackman added:

$META

Source: Pershing Square 2026 Annual Investor Presentation

https://t.co/k50JBqdLHD https://t.co/uNTjfQQIIf

Bill Ackman was on Fox Business this week saying “very high-quality businesses are showing up at very attractive levels”

He added that Pershing Square is approaching 15% cash & is “finishing due diligence on a company we’ve really wanted to own for years — now available at a bargain price”

Over the last several weeks, I’ve shared that many quality compounders are trading at the lower end of their 3-year valuation ranges and look attractive relative to their growth, durability, & moats

Before going any further I want to be clear: 𝐞𝐯𝐞𝐫𝐲𝐭𝐡𝐢𝐧𝐠 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐩𝐨𝐬𝐭 𝐚𝐛𝐨𝐮𝐭 𝐰𝐡𝐢𝐜𝐡 𝐜𝐨𝐦𝐩𝐚𝐧𝐲 𝐁𝐢𝐥𝐥 𝐜𝐨𝐮𝐥𝐝 𝐛𝐞 𝐜𝐨𝐧𝐬𝐢𝐝𝐞𝐫𝐢𝐧𝐠 𝐢𝐬 𝐩𝐮𝐫𝐞𝐥𝐲 𝐬𝐩𝐞𝐜𝐮𝐥𝐚𝐭𝐢𝐯𝐞

I simply enjoy analyzing great investors and their frameworks, & @BillAckman has been one I’ve respected for years

Now lets guess 🤔

I believe the company is potentially Mastercard $MA & here’s why:

@KoyfinCharts recently shared Bill’s investment principles & $MA checks off every box

𝟏. 𝐊𝐞𝐲 𝐛𝐮𝐬𝐢𝐧𝐞𝐬𝐬 𝐜𝐡𝐚𝐫𝐚𝐜𝐭𝐞𝐫𝐢𝐬𝐭𝐢𝐜𝐬

✅Simple predictable FCF generative business

• $MA runs a toll-road-like payments network along with value added services & solutions & maintains >50% FCF margins

✅Formiddable barriers to entry

• $MA operates in a duopoly — a new competitor would need global merchant onboarding, bank integrations, regulators’ approval, & brand trust, among other things

✅Limited exposure to extrinsic factors that we cannot control

• $MA revenue is very stable especially over long periods & the company does not lend money, so it has no direct credit or balance-sheet risk

✅Generally low financial leverage levels

• $MA uses modest conservative leverage with strong interest-coverage ratios & stable cash generation

✅Minimal capital markets dependency

• Given its predictable recurring-like FCF, $MA is a self-funded business

✅Typically highly liquid mid & large cap companies

• $MA has a $488B market cap

𝟐. 𝐀𝐭𝐭𝐫𝐚𝐜𝐭𝐢𝐯𝐞 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧

✅Fair price as is but a substantial discount to optimized value

• $MA trades for 29x (lower end of its 3 year range & a PEG <2.00)- Dimitry Nakhla | Babylon Capital®
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Javier Blas
U.S. Energy Secretary Chris Wright has just landed in Venezuela for an official visit. He’s the most senior American official to visit the country since the capture of Nicolas Maduro (and the visit is quite telling about Washington’s priorities in Venezuela)
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