Eddie

[Scott Bryan @scottygb]

BBC: “What was your screen time?”

Student: “Nine hours.”

BBC: “You’re gong to have a lot more time to fill. What will you do?”

Student: “Stare at a wall.”

[Eddie @londonsomething]

RIP Kenny - a true gent

[Match of the Day @BBCMOTD]

Some sad news to bring you.

Kenny Jackett, who managed clubs including Watford, Millwall, Wolves and Swansea and played for Wales internationally, has died at the age of 64.

[JustFreshKicks @JustFreshKicks]

Channing Tatum is Erling Haaland’s body double in Nike’s new World Cup film 😂🎥

[Wall Street Memes @wallstmemes]

The Only Way To Stop Illegal Insider Trading Is To Make Insider Trading Legal, Says Top Investor

Read Blog: https://t.co/39MC224QF7

[Eddie @londonsomething]

AI isn't a bubble because the technology isn't going away - look at the #capex of the data center buildouts and their required #ROCI.

[ Q-Cap  @qcapital2020]

This is an excellent interview btw

Nicolai (Norwegian Sovereign Wealth Fund CEO) asks the IBM CEO if AI a bubble

Listen very very carefully to his answer

[Cycling on TNT Sports @cyclingontnt]

5 STAR VISMA 🖐

Sepp Kuss rides to victory on Stage 19 of the Giro d’Italia as team-mate Jonas Vingegaard moves another step closer to the overall title! 🔥

[Cycling on TNT Sports @cyclingontnt]

'He deserves it’ ✨

Jonas Vingegaard pays tribute to team-mate Sepp Kuss following his Stage 19 victory at the Giro 🩷

[The Icahnist @TheIcahnist]

https://t.co/sU2xpVcSGc

[Cycling on TNT Sports @cyclingontnt]

Felix Gall V2™️ 👀

The Breakaway are loving Felix Gall’s opening week in the GC battle at the Giro d'Italia 👏

[TFTC @TFTC21]

Ken Griffin went home on a Friday "fairly depressed" after watching AI agents at Citadel do work that used to take teams of PhDs in finance months to complete. Done in days.

His words: "These are not mid-tier white collar jobs. These are extraordinarily high skilled jobs being automated by agentic AI."

This is the head of one of the most successful hedge funds in history saying the people he pays seven figures to analyze markets and structure deals are being replaced by software that works in hours instead of months. Not theoretically. In his own office. Right now.

The Coatue deck we covered earlier this week called agents "the biggest unlock" in AI. Griffin just confirmed it from the buy side. The shift from copilots to agents is not a future event. It is already happening at the highest levels of finance.

[AIC @AICPRESS]

Fantasy fund manager update: not a single trust in our contestants’ portfolios lost money last month.

With strong gains across sectors and regions, the leaderboard has shifted once again.

Who's on top this time?: https://t.co/qZuIWVs8VI

#InvestmentTrusts #InvestmentCompanies #Investing

@conkers3 @jeffprestridge @FundFanatic @MoiraONeill @holly_mead_

[Michael Burry Stock Tracker ♟ @burrytracker]

Update: Nvidia is now up +47,000% since Jim Simons first disclosed a $4.6M stake

He opened the $NVDA position in Q1 2011 at ~$0.45 a share

[Lighthouse by CTFN @Lighthouse_CTFN]

EBAY, GME
Takeover Bid, E-Commerce, Retail

eBay rejected GameStop’s $56bn takeover bid. eBay chairPaul Pressler described the unsolicited offer as “neither credible nor attractive”, citing uncertainty around GameStop’s financing, operational risks, governance and executive incentives.

https://t.co/wTBCxJA6zP

[Cycling on TNT Sports @cyclingontnt]

Jonas Vingegaard lunches his first attack at the Giro d’Italia! 🚀

[AIC @AICPRESS]

Since SpaceX showed rockets and satellites can be profitable, space tech has become a serious investment theme.

And investment trusts offer a rare route into privately owned space companies.

Read more: https://t.co/Izep2zcY6N

#InvestmentTrusts #InvestmentCompanies #Investing

[Josh Young @JoshYoung]

Instant classic

[1980’s Finance @1980Finance]

Calling my biggest competitors and offering to buy them with “half cash half stock”

[1980’s Finance @1980Finance]

Imagine managing a $48.5 million portfolio from here