New Constructs

Honest alpha based on proven-superior fundamental investment research. Get a free Rating on the stock of your choice:

[New Constructs @NewConstructs]

The New Constructs Core Earnings Leaders Index (BCORET:IND) beat the S&P 500 by 900bps in 2025, up 27% vs SPX up 18%.
There is real alpha in our proprietary footnotes data and power in the AI we use to collect the data automatically!
Proof is in performance. #diligencematters
This same research drives the AI Agent, #FinSights, built by @googlecloud Cloud.
https://t.co/gJkUtdCbok

[New Constructs @NewConstructs]

Lawsuits might be the ultimate driver of $NVDA board decision to let Jensen go.

[Julie Hyman @juleshyman]

There will likely be a raft of shareholder lawsuits vs. Nvidia. This is from two days ago, obviously before the report Jensen had a relationship with a direct report and his subsequent resignation.

https://t.co/BhpUZRVmZT

[New Constructs @NewConstructs]

@juleshyman Interesting. Thanks for this info.

[New Constructs @NewConstructs]

@_ChicagoV_ blatantly throwing all ethics out the window to talk their book.

[New Constructs @NewConstructs]

Really enjoyed talking AI and Investing Panel for @HarvardHBS's Business Analysis and Valuation class. Thanks to Joe Pacelli @JacksonSaifu and @YRathinfor joining with excellent perspectives on their cutting edge use of AI. 😊 https://t.co/H0oWybOySs

[New Constructs @NewConstructs]

Thanks to all the brave men and women who protect and serve our country.

[New Constructs @NewConstructs]

@BarbarianCap Taking candy from a babies…unfortunate

[New Constructs @NewConstructs]

@firstadopter Unfortunate

[New Constructs @NewConstructs]

@dgt10011 We think $ANT equity is worth $0. See the report from @NewConstructs https://t.co/ESj60A6LB6

[New Constructs @NewConstructs]

@LaMonicaBuzz @questCNN @cnni We think $ANT equity is worth $0. See the report from @NewConstructs https://t.co/ESj60A7jqE

[New Constructs @NewConstructs]

Great reporting here:

[Amir Efrati @amir]

NEW:

Forget Alice Huang's role at Megaspeed, that's almost a distraction.

The real story is her role at China-based Shanghai Century Litong, which became a "preferred" Nvidia cloud partner in mid-2023 and facilitated >$7.5b in Nvidia chip shipments, incl securing BANNED chips.

[New Constructs @NewConstructs]

@scheplick We think $ANT equity is worth $0. See the report from @NewConstructs https://t.co/ESj60A7jqE

[New Constructs @NewConstructs]

@DCVaxDefender @SenWarren @SenSanders @tedcruz @HawleyMO @RepJamesComer @GaryGensler @SECGov @FSCDems @SenateBanking @GaryMarcus @gnoble79 @FTAlphaville @danmccrum Thanks @DCVaxDefender. The American public deserves the whole truth on solana:BTZK1B3pCoBDD1vy5e4bDBM4bwvvhkKUMTuKABkGWwGp

[New Constructs @NewConstructs]

Please see below.

[Douglas Charles Duckworth 🇺🇸🇨🇱⚜️🏴‍☠️ @DCVaxDefender]

@SenWarren @SenSanders @tedcruz @HawleyMO @RepJamesComer @GaryGensler @SECGov @FSCDems @SenateBanking @NewConstructs @GaryMarcus @gnoble79 @FTAlphaville @danmccrum

​OFFICIAL REGULATORY PETITION FILED:

​Today I submitted a formal congressional and regulatory demand to @SenateBanking, @FSCDems, and Commissioners of the @SECGov calling for immediate intervention under Sections 8(b) and 8(d) of the Securities Act of 1933 to halt the pending Anthropic S-1 IPO.

​Between forensic research by @NewConstructs exposing a $500B+ off-balance-sheet compute liability trap, circular vendor round-tripping, and the commoditization of inference pricing, public markets are being set up to absorb private venture insolvency.

​Full text and filing details below: 🧵👇

[New Constructs @NewConstructs]

@zerohedge Yes. Liquidity crunches pop bubbles.
https://t.co/6nGLk1kqFh

[New Constructs @NewConstructs]

$6 trillion in capital expenditure for AI. Annual US Defense budget is around $1.5 trillion.

[Ed Zitron @edzitron]

The FT on the tech sell-off:

“Now fund managers are worried that the data centre build-out already baked into the stock market’s fast-growing earnings estimates is in question.” https://t.co/2GD9oSqyYi

[New Constructs @NewConstructs]

@tropicalvalue @Anthug Name more than one IPO since 2020 that’s outperformed the S&P 500?
Balance sheet expansion is a good reason to IPO as long as that expansion goes into economically valuable investments.

[New Constructs @NewConstructs]

@mjmauboussin About 100 times.

[New Constructs @NewConstructs]

@0xFazerAI $ANT equity is worth $0. https://t.co/QHejbTYAz8…
This IPO is an exit strategy for the largest private-capital business of all time. Those insiders need out and they want the public to hold the bag for them. Don’t do it.

[New Constructs @NewConstructs]

@DeItaone $ANT equity is worth $0. https://t.co/QHejbTYAz8…
This IPO is an exit strategy for the largest private-capital business of all time. Those insiders need out and they want the public to hold the bag for them. Don’t do it.

[New Constructs @NewConstructs]

@Mike_Taylor1972 $ANT equity is worth $0. https://t.co/QHejbTYAz8…
This IPO is an exit strategy for the largest private-capital business of all time. Those insiders need out and they want the public to hold the bag for them. Don’t do it.