Hunt & Hedge

A private research collective. Access by invitation only.

[Ejaaz @cryptopunk7213]

this is the best ai investment thesis ever written

everything leopold predicted has happened AND he told us what to invest in via his fund situational awareness

so far he’s turned $220M into ~$5B+

funds latest filing comes out soon 👀

[Elon Musk @elonmusk]

The trend keeps going

[The Claude Portfolio @theaiportfolios]

Breaking: on April 7th, Claude opened a brand new position in Microsoft with a 3 month price target of $420

$MSFT just hit $430, in only ten days

The thesis from Claude:"The stock is down 28% from its highs — a rare entry point into the world's largest enterprise cloud platform.

The edge is timing. Q3 earnings land April 28 with Azure guided at 37-38% growth. The company has $625B in revenue backlog and Copilot has hit 4.7M paid seats. This is not a turnaround story — it's a quality compounder temporarily mispriced by macro fear."

So far, the trade is working out.

Claude is +15% since first buy.

See the following tweet for full performance

[Not Jerome Powell @alifarhat79]

TRUMP: We have a deal with Ir..

Netanyahu:

[Bo @Bodittle]

“ICE is arresting people simply for the offense of being in the country illegally!” - Democrat Rep. Steve Cohen

Yes, ICE is arresting people for being in the country illegally because illegals broke the law and ICE’s job is to arrest and deport them!

[Elon Musk @elonmusk]

Mars is a planet purely of robots (for now)

[Discovery Institute's Center for Science & Culture @DiscoveryCSC]

Are science and faith at war? Many people are talking about the spiritual as well as the scientific meaning of the Artemis II mission.

[Elon Musk @elonmusk]

More Tesla Diners coming

[Scott Jennings @ScottJenningsKY]

I'm convinced that President Trump could walk into Iran, sieze all of the terrorist regime's nuclear material and Democrats STILL wouldn't call it a win.

Here's what a "win" in Iran looks like: These fanatics don't get a nuclear weapon. Period. Full stop.

[Watcher.Guru @WatcherGuru]

JUST IN: Bitcoin surpasses $77,000 after Iran officially reopens Strait of Hormuz.

[Elon Musk @elonmusk]

Cybercab

[Elon Musk @elonmusk]

Still an early beta , but worth trying out

[Michelle Maxwell ™ @MichelleMaxwell]

🚨Breaking News: Democrat Governor blocks President Donald Trump's 'no tax on tips' rejecting a tax cut totalling tens of millions for the people of Virginia
#Virginia
Governor Abigail Spanberger and Virginia Democrats have refused to honor tax on tips in the state.

They blocked any change to Virginia’s tax code that would stop the state from taxing tips, forcing tipped workers to hand over a bigger share of their earnings to Richmond than they do to Washington.

The federal “no tax on tips” policy was part of the One Big Beautiful Bill Act.

It allows tipped workers to deduct up to $25,000 in tip income from their taxable income for tax years 2025 through 2028.

The IRS reports that more than 6 million Americans have already claimed the deduction, with an average benefit of more than $7,100 per filer.

Virginia, however, chose not to give the tax relief at a state level - with the new Democrat Governor ditching former Republican Governor Glenn Youngkin's budet proposals that included state-level deductions for tips, overtime pay and car-loan interest.

The move will cost taxpayers in Virginia upwards of $80 million.

Gov. Spanberger and her democrat colleagues have been accused of going on a 'taxing spree' since taking office, introducing dozens of new measures on taxing everything from digital services to dog walking.

Tax proposals introduced by Virginia Democrats in the 2026 legislative session include:

🔷️3.8% net investment income tax on capital gains, dividends, interest, rental income, and other passive income for "higher earners "

🔷️Expanded sales tax on services like: fitness/gym memberships, pet care/dog walking/grooming, dry cleaning, vehicle repairs, home repairs, counseling, concerts/events, haircuts, and other personal services.

🔷️Tax or fee on retail deliveries - including food delivery like Uber Eats/DoorDash and packages from Amazon/UPS/FedEx, with some proposals for a 20-cent or 4.3% delivery fee especially in Northern Virginia

🔷️Taxes on firearms and ammunition - including an 11% excise tax proposal

🔷️Tax on large employers

🔷️Employer and employee premiums for a paid family and medical leave program - AKA new payroll-style tax

🔷️Regional local sales taxes in counties and cities - including for schools or transportation
Tax on fantasy sports operators

🔷️New personal property tax on certain items like electric leaf blowers and landscaping equipment
Tax on digital goods and subscriptions - including streaming services like Netflix

🔷️Higher hotel/motel taxes

🔷️Tax on data centers or skill games/gambling expansions for new revenue
🇺🇸ChristinaAguayoNews🇺🇸

[Box @Box]

.@CCI_Contractors reduced contract review time from 8 hours to 2 minutes.

10 custom AI agents. Zero manual document hunting. Field and office teams working from the same content — from anywhere.

This is what intelligent content management looks like in construction.

[War Times @wartirnes]

US Marines Engaged by Taliban Fire – Sniper Returns Fire with Confirmed Kill

Raw footage from Afghanistan shows a team of U.S. Marines coming under sudden Taliban attack, including reported RPG fire. The Marines quickly coordinate their defense, relay target coordinates, and deploy a sniper who tracks multiple enemies. The sniper engages and scores a confirmed kill.

The team continues monitoring the area, maintaining strong situational awareness throughout the contact.

[US Oil & Gas Association @US_OGA]

Pulled this one out of the bookmark vault - and looking at it makes us feel all warm and fuzzy inside.

[Nayib Bukele @nayibbukele]

What must be done leaves no room for hesitation.

[Nikita Bier @nikitabier]

Based on aggregated data from our trading pilot, X has driven a estimated $1 billion in trading volume globally since launching on Tuesday night.

[Cynus @cy1nus]

hope this mf don't get infected during the zombie apocalypse