Quiver Quantitative
BREAKING: Representative Cisneros just filed a purchase of stock in the defense contractor Raytheon.

Cisneros sits on the Armed Services Committee.

There have been reports that the US military is preparing for a possible operation in Iran. https://t.co/LaD7WHDdUX
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Brady Long
RT @thisguyknowsai: I turned Naval Ravikant's mental models into AI prompts.

It's like having the AngelList founder rip apart your career and rebuild it from leverage and specific knowledge.

Here are the 13 prompts that transformed how I build wealth: https://t.co/cPLqP6psGb
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The Transcript
Apple is the chill guy of tech when it comes to capex

$AAPL CEO: "So in general, it's hard to read into the CapEx and draw any conclusions. And so I think I would just say there's going to be some ebbs and flows in CapEx. Last year, remember, we did build out our private cloud compute environment. And so we did have CapEx spending related to that in our results in December."
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Quiver Quantitative
BREAKING: xAI is reportedly competing for a Pentagon contract to produce autonomous drone swarming technology.

We noticed a member of the House Armed Services Committee buying xAI stock last month.

BREAKING: Representative Lisa McClain just filed a purchase of up to $250K of private stock in Elon Musk’s xAI.

McClain sits on the House Armed Services Subcommittee on Cyber, Information Technologies, and Innovation.

The US military is currently using xAI’s Grok. https://t.co/yz0B3XMfTE - Quiver Quantitative
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Pristine Capital
RT @realpristinecap: • $ES_F Trading Below the 20D SMA & 50D SMA 🐻
• $ES_F to Open Below the Weekly Value Area 📉
• Pam Bondi Watch 👩

Check out our weekend watchlist research note!

https://t.co/hUMmFxv2vO
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The Few Bets That Matter
RT @mathlonning: $TMDX now averaging >28 flights/day in February. They’re continuing the strong start to the year, and it is safe to say this is not a fluke at this point.

Team continues to execute and January OPTN data looks strong with a clear increase in DCD cases for heart/liver/lung.

I do want to focus on heart/lung there’s a real chance this out of the ordinary growth is related to OCS 2.0 trials and that would be huge.

This is $TMDX last attempt at reviving the lung side of the business and it appears there is a chance it is working.

There are still centers who believe OCS has no benefits over cold storage, but that is an archaic belief and will be proven wrong as more and more data flows in from the trials.

Ultimately, OCS 2.0 will help prolong people’s lives and lead to higher organ utilization rates.
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Dimitry Nakhla | Babylon Capital®
A balanced mix of beta across four quality stocks — all trading at attractive valuations relative to their growth

1. $MA 26x | 16% | 1.62x
2. $APP 24x | 28% | 0.85x
3. $MSFT 23x | 16% | 1.44x
4. $SPGI 20x | 13% | 1.54 https://t.co/cIQQRtyolT
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Quiver Quantitative
JUST IN: An account on Polymarket has bet $64,000 that the United States will attack Iran.

They will win $240,000 if it happens by the end of the month.

This user previously won $278K by betting on Israeli strikes on Iran. https://t.co/Q2ZFlz4pZd
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God of Prompt
RT @godofprompt: I built a “shadow advisory board” of AI personas to critique my business ideas.

Includes:

• Peter Thiel
• Naval
• Buffett
• YC partner
• skeptical VC

Here’s how I structured it ↓ https://t.co/gGat9Ou6jn
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