A.

[A. @art__mada]

@derimonkeyfin ~2k8£ je dirais

[Thomas Reiner @treiner5]

$LYFT in their release said 500bps of EBITDA margin expansion (as a % of GBV) in 2024 and just said on the call it's actually 50bps

Stock went from +65% to +11% 😂

[unusual_whales @unusual_whales]

On Nov 22nd, Nancy Pelosi and her husband bought Nvidia, $NVDA calls, a leveraged bet Nvidia would go up.

Since then, Nvidia is up 77%. Her calls have made her $1.3 million, over SIX times her salary in 78 days.

I want to give you the history of Pelosi, her $NVDA trading, and show the conflicts of Congress:

Let’s start in December 2021. After a history of unusual trading, from Visa, trading during the GFC, and buying before stimulus bills, Nancy Pelosi was asked if she thinks US Congress members should trade despite legislative conflicts by Bryan Metzger.

She said, "We are a free market economy. Congress should be able to participate in that". Insane.

In Jan 2022 Unusual Whales releases their most famous trading report, showing Congress beat the market. Nancy Pelosi is listed as the fifth best trader in Congress.

That report creates a flurry of media and outrage, while the report continues to go viral. Within seven days of publishing, five new bills banning members of Congress from trading are proposed.

In the summer of 2022, it is revealed that Nancy Pelosi was trading millions of dollars of $NVDA, Nvidia before voting on a US semiconductor bill by the Biden administration.

We reported on her trading to outrage by the public. Interestingly, for the first time in history, a few days later Nancy Pelosi disclosed trades made on the same day they were made. This is likely the fastest disclosure in history of US Congress. She reported that she sold out of her Nvidia position, the first time she divested from conflicts in her portfolio. Despite taking 45 days for every other disclosure, she made this one instantly. Hilarious.

One month later Nancy Pelosi proposed alongside Representative Lofgren her own Congressional trading ban, a bill which was incredibly weak and filled with loopholes.

And then, Pelosi stopped trading. Well, until her $NVDA leveraged bet.

One week after Chinese President Xi visits her home state of California, and before Biden announces new US semiconductor focuses, her husband decided to buy two million dollars of deep in-the-money Nvidia calls, the same company she divested from due to conflicts a year earlier.

What’s worse On Dec 11th, before she bought in November, U.S. Commerce Secretary Raimondo said that Nvidia could sell slower AI chips to China to comply with US export controls. And then, on Dec 28th, NVDA launched a modified version of an advanced chip precisely to get around US restrictions.

Nvidia now has released new US chips, and has hit all time highs. Of course, none of this is insider trading, but it does seem unusual, especially given scrutiny of Nvida by the government.

Why does she trade ITM tech calls, you may ask? It allows for one to be bullish with less capital upfront, and the contracts move 1 delta to the stock. We wrote more about it on our research site, which you can find in our bio.

One terrible thing about this trade is that it was done when Congress was in session!!!!!! You can use Unusual Whales to find the exact price she paid for her options and leveraged bets.

If you think that one of the most powerful politicians in the US can, or even should, have leveraged bets over an incredibly important company to US infrastructure, that is okay. But there might be something worthwhile in understanding how members of Congress trade, and the data suggests as such. Pelosi herself has lost a ton on trades, including when she divested from $NVDA last year, and yet despite that she decided to enter into it again.

And so we will keep reporting on Pelosi, and Congress, and the history of unusual trading. Pelosi's portfolio itself is up around 88% over twelve months. If you want to find and follow her portfolio, you can do so on Unusual Whales in our Portfolio tab.

Pelosi has made likely ten million this year alone off her tech portfolio, with a networth close to likely a quarter of billion. No matter what trade or conflict though, I will report on it. If you believe this is an important issue, I ask you share this tweet with your friends, and family.

Congress cannot hide from me, I will continue to report on the data, and I will not stop until Congress is banned from trading.

[A. @art__mada]

@naragua_ J’ai passé 5 ans à Genève. C’est vraiment la rouille… top avec une famille.

[A. @art__mada]

@derimonkeyfin Clairement,en fonction du milieu social y’a clairement des asymétries d’information sur comment s’orienter. Et pour le vivre, si tu as manqué le coche avec ecole target + graduate etc tu es clairement sideliné dans ta carrière et tu rattrapera difficilement ton retard.

[A. @art__mada]

@BoredAnalyst_ Sans etre sponso?

[A. @art__mada]

@naragua_ Quand t’as 40ans ++ et une famille, sinon c’est l’ennui total.

[A. @art__mada]

@sloane_square_ Nan y’avait meme eu des articles dessus c’etait l’été dernier je crois

https://t.co/bdW73LE0R0

[A. @art__mada]

@naragua_ Je vois beaucoup d’offre en interne (banque americaine) en IB ou il demande le CFA, après est ce que ca te fait passer le screening…. Compliqué de savoir

[A. @art__mada]

@RoyalBiceps La paix le vendredi quelle vie

[24 Hours of Le Mans @24hoursoflemans]

This is an historical win @FerrariHypercar
#LeMansCentenary #WEC

[A. @art__mada]

@LaMontre18 Ca donne quoi la nascar irl?

[Real Madrid C.F. @realmadrid]

Comunicado Oficial: Benzema.
#RealMadrid.

[A. @art__mada]

@BoredAnalyst_ @RP61876428 + WM

[litquidity @litcapital]

The remaining First Republic employees after updating their LinkedIn profiles to say they’re employees of JP Morgan

[The New York Times @nytimes]

The U.S. government seized First Republic Bank and sold it JPMorgan Chase on Monday, ending the lender’s six-week-long free fall and reassuring depositors that their money is safe.

Here's what to know.
https://t.co/YoOl5jTpc5

[A. @art__mada]

@luxmundi__ C’est tellement vaste les sujets que tu couvres, je crois que chaque niveau t’es en moyenne a 2h/j sur 6mois de revision si tu veux espérer passer un niveau. Évidemment avec une prepa pareil t’es solide quand t’as les 3 niveaux.

[A. @art__mada]

@luxmundi__ Ouais l’investissement en terme de temps c’est une horreur, mais accessible à tlm et je sais que chez nous si tu réussis ils remboursent les frais…