Cath VLLC 🦅

Followback market profiles always
Quantitative stocks screener is king

[Cath VLLC 🦅 @quantAiScreener]

Tavily provides amazing tools for:
• Web search and content extraction
• Real-time information retrieval
• Building intelligent AI agents

Want to try it yourself and get certified? 👉 https://t.co/tWrd7E5AfB

#Tavily #AIAgents #WebSearch #Certification

[ₕₐₘₚₜₒₙ @hamptonism]

I’m convinced if you make it through these 4 book, you can change your entire life:

[Donald van Deventer @dvandeventer]

Treasury 3-month HJM++© Simulation, 6/20/2025: Peak in One Month Forward Rates Up 0.14% to 6.16%
https://t.co/WJpAPfD4gG
ALM IBSM @USOCC @USTreasury @federalreserve @FDIC_gov @SASsoftware

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Gold's 31-year cycles, nominal and real prices. $GLD $GC_F

From Matt Oliver, Wen Analytics.

[Sergey @SergeyCYW]

@DividendDude_X $GOOGL appears to be a strong buy at current levels, supported by a 38% net income margin and a +46% year-over-year increase.

[Fiscal.ai @fiscal_ai]

The largest advertising platforms generate $464 billion in combined revenue.

Google Search: $203B
Meta Ads: $166B
Amazon Ads: $58B
YouTube Ads: $37B

That figure has more than doubled over the last five years.

$GOOGL $MSFT $AMZN

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

Gold leading YTD +28%

Cash worst at +2% total return

[Bourbon Capital @BourbonCap]

If we take a deep look, $V Visa and $MA Mastercard aren't going anywhere yet; they still own a significant part of the market

Both companies are still great long-term players.

[App Economy Insights @EconomyApp]

📺 US TV Time May 2025:

Streaming 44.8% (+6.0pp Y/Y).

• YouTube 12.5% (+2.8pp Y/Y).
• Netflix 7.5% (-0.1pp Y/Y).
• Disney apps 5.0% (+0.1pp Y/Y).
• Prime Video 3.5% (+0.5pp Y/Y).
• Roku Channel 2.5% (+1.0pp Y/Y).
$GOOG $NFLX $AMZN $DIS $ROKU
Source: Nielsen

[Sergey @SergeyCYW]

The Total Addressable Market (TAM) for cybersecurity is one of the most robust and rapidly expanding in tech, supported by current 2025 projections. The most comprehensive assessment values the global cybersecurity market at $301.91 billion in 2025, encompassing hardware, software, and services.

By 2030, the market is expected to reach $424.14 billion, growing at a CAGR of 12.63%. The most aggressive forecast puts the market at $878.48 billion by 2034, implying a 12.60% CAGR—underscoring cybersecurity as a high-growth, high-resilience sector.

This momentum is fueled by the rapid adoption of digital transformation, cloud computing, IoT proliferation, and hybrid work environments. Each advancement expands the digital attack surface, accelerating demand for advanced protection across endpoints, networks, and data layers.

Analysts expect standout revenue growth in 2026 from $NET (+26%), $RBRK (+25%), $CRWD (+22%), $S (+21%), $ZS (+20%), and $CYBR (+19%). Meanwhile, more mature players like $PANW (+14%), $FTNT (+13%), and $OKTA (+10%) are still growing, but at a slower pace.

Next, we’ll break down valuations relative to growth expectations, highlight key product differentiation, and evaluate strategic advantages shaping the next wave of cybersecurity leadership.
A short 🧵👇

[ₕₐₘₚₜₒₙ @hamptonism]

Machine Learning Use Cases:

[Brian Feroldi @BrianFeroldi]

The best investing tools:

[CutTheCrapInvesting @67Dodge]

Growth investing is back in June ...

[Nareit @REITs_Nareit]

Global REIT growth: Europe (+77 REITs, 39%) & Asia (+73 REITs, 36%) lead since 2020. China’s 58 REITs since 2021 show rapid adoption. #REITs #Investing #RealEstate
https://t.co/o2hOJOVSbC

[WOLF @WOLF_Financial]

TUESDAY LIVE TRADING DATA ANALYSIS

$SPY broke Previous Day Low giving us a 72% probability of closing RED today. 🔴

Shout out to @edgeful for the strong data point!

[Menthor Q @MenthorQpro]

Vanguard forecasts US stocks to return 3.9% annually over the next decade.

Large-cap growth: 0.6%

[Cath VLLC 🦅 @quantAiScreener]

next trending investment narrative?

[ₕₐₘₚₜₒₙ @hamptonism]

Top Nuclear Stocks to Watch:

[ₕₐₘₚₜₒₙ @hamptonism]

Essential Quant Reading List:

[PyQuant News 🐍 @pyquantnews]

Algorithmic trading cheat sheet (for download).

[Quant Science @quantscience_]

Python is insane for algorithmic trading.

Example: Microsoft open-sourced this AI quant investment platform 100% for free

Here's what it does: