Quality Learing Center

Investor for 7+ yrs, quant, small columnist
MOCK X BOTS THAT DO ENGAGEMENT BAITING
ONLY REPOSTING USEFUL OR HALARIOUS CONTENT

Not investment advice.

[Quality Learing Center @QuantAlphaSeekr]

This is the founder of $DXYZ and youre still gonna buy it believing theres 0 dilution

[Quality Learing Center @QuantAlphaSeekr]

OH FUCK the private equity AI news guys are back

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

It wasn't just Partners Group.

The whole cohort broke together this week:

KKR –7%
Ares –15%
Apollo –11%
Carlyle –12%
Blackstone –12%

One canary doesn't sing.

A whole flock just went silent.

[Quality Learing Center @QuantAlphaSeekr]

Honk HOOOOOOOOOONNNNNNNNNKKKKKKKKKK

[Ed Zitron @edzitron]

SoftBank’s investor presentation is one of the greatest things ever made. I’ve been thinking about it all day. These are the real slides shown in a speech where Masayoshi Son said he wouldn’t retire for at least another decade. The goose stuff is perfect.

https://t.co/sk9cDhdWIE

[Quality Learing Center @QuantAlphaSeekr]

@waterboystocks Smart thing is to buy its long dated bonds, fairly high coupon compared to a decade ago

[Quality Learing Center @QuantAlphaSeekr]

@taobanker youre not a clown, almost everyones a clown in 2026

[Quality Learing Center @QuantAlphaSeekr]

$CACI on VIC is not a good look lmao

[Quality Learing Center @QuantAlphaSeekr]

And by that I mean the market could possibly overreacting to $mstr or $strc being illiquid. Seems like a clownish thing to say as a VIB, but I think btc is gonna be okay.

[Quality Learing Center @QuantAlphaSeekr]

If you look at this you may assume $MSTR is going bankrupt

[Quality Learing Center @QuantAlphaSeekr]

If you look at this you may assume $MSTR is going bankrupt

[Negligible Capital @negligible_cap]

2,580 pennies of volatility. $STRC

[Quality Learing Center @QuantAlphaSeekr]

These exists in unison

[Quality Learing Center @QuantAlphaSeekr]

@taobanker So $NFLX it is then

[Quality Learing Center @QuantAlphaSeekr]

@waterboystocks What happened in 2023 though, is it the supposed "chip shortage"

[Quality Learing Center @QuantAlphaSeekr]

Lots of names get popular weeks after I mention them. Seem like im always too early on stuff like these which is not good.

[waterboy @waterboystocks]

$TM -- Japan's largest automobile maker. Sells vehicles in about 200 countries (Toyota, Lexus, Prius, and Crown). Sold 11.3 million vehicles in 2025. Has 390,927 employees.

Market cap $196.5 billion. EV $389.0 billion. A+ credit ratings. Annual 10-year EPS growth of 7.5%. Trades at 9.2x earnings and 0.87x book value. Dividend yield is 3.6%.

[Quality Learing Center @QuantAlphaSeekr]

just kidding with this one

[Quality Learing Center @QuantAlphaSeekr]

$RICK

[Jared L Kubin @JaredKubin]

$DAVE $5 -> $325 in 3 yrs …. What’s the next one?

[Quality Learing Center @QuantAlphaSeekr]

I post crap stuff but at least they are original and you can see how retarded i am

[Hooman @hoomansv]

Bro got caught stealing other creators’ content so he moved the grift over to discord ☠️

[Quality Learing Center @QuantAlphaSeekr]

Everyone knows through a simple search that 98% of its revenue comes from government contracts. Thats eliminated, all hope is on Golden Dome. Yet theres a massive security breach a few months ago and that has to get settled. Its a real mess out here. $BAH

[waterboy @waterboystocks]

$BAH -- Provides management, technology consulting, and engineering services to the U.S. government and major corporations.

Market cap $7.5 billion. EV $11 billion. Cash $728 million. Long-term debt $3.9 billion. Well-laddered. Interest coverage 5.8x. Trailing free cash flow yield of 12.6%. Dividend yield is 3.8%. 10-year annual EPS growth rate of 14%.

U.S. Secretary of the Treasury Scott Bessent announced the cancellation of all Treasury Department contracts with Booz Allen Hamilton earlier this year.

The department had 31 separate contracts with Booz, totaling $4.8 million in annual spending and $21 million in total obligations.

[Quality Learing Center @QuantAlphaSeekr]

You aint ready for those PAC-3 mse animations

[will bitsky @willbitsky]

$35 billion contract but their renderings look like bowling alley strike animations

[Quality Learing Center @QuantAlphaSeekr]

This is so bearish $aapl its insane. The whole thesis is that $aapl would absorb the cost itself and sqeeze the margin on other non-HBM supplier like $2317

[Evan @StockMKTNewz]

JUST IN: APPLE $AAPL IS RAISING PRICES ON IPADS AND MACS DUE TO MEMORY CHIP COSTS PER BLOOMBERG

Here are the new prices:

MacBook Neo: $599 → $699 (+$100)
MacBook Air 512GB: $1,099 → $1,299 (+$200)
MacBook Pro 1TB: $1,699 → $1,999 (+$300)
iPad Air 128GB: $599 → $749 (+$150)
iPad Pro WiFi 256GB: $999 → $1,199 (+$200)

[Quality Learing Center @QuantAlphaSeekr]

That chart is shit as well, its "Next 12 months" not "12 month", also stacking means it cant have a way to show negative fcf which is not informative.

Also notice how everytime they wanna praise hyperscalers they dont bring $orcl in, and everytime they criticize they slap it in

[taobanker @taobanker]

I’m going to start making these charts of street estimates bc the effort to engagement ratio is bonkers. I can easily make a dozen more interesting charts in one hour

[Quality Learing Center @QuantAlphaSeekr]

Its not that china is uninvestable, its that those ADRs are shit. There are so many good stuff out there but people don't see

[Investors @Investors___X]

Chinese stocks getting killed overnight in China

Markets went from China is uninvestable, to $BABA and $BIDU are outstanding AI plays, to China is uninvestable again

[Quality Learing Center @QuantAlphaSeekr]

Have we ever agreed on a direction for $UBER ever?