Elliot VanceDemo account

Liked A foundry that keeps its price rises after the boom is a different cyclical Paid by Lena Brandt

Liked The ETF bid moved price discovery into market hours by Zoe Carter

Reposted The ETF bid moved price discovery into market hours by Zoe Carter

Liked Earnings implied moves price the second-source story generously Paid by Sofia Marchetti

Liked Breadth is repairing, and repaired breadth is what long advances run on by Dana Cho

Liked Diesel margins say more about demand than crude does by Greta Lindqvist

Commented on The dollar smile is flattening, and the middle is the weak part by Amara Okafor

Good timing — was just reworking my DXY sizing this morning.

Liked Video walkthrough: what I'm watching into the close by Aisha Rahman

Liked Every new AI workload is another system someone has to monitor Paid by Marcus Bell

Liked Cross-border is where the network earns its keep by Tomas Rivera

Commented on Owning the model, the chips and the distribution is a rare combination Paid by Priya Nair

This lines up with what I'm seeing in the GOOGL tape.

Liked The installed base is the asset, and the phone is the renewal by Sam Whitfield

Commented on A long lease is only as good as the tenant who signs it by Mei Lin

The second point is the one most people are going to skip over.

Liked Old customers spending more each year is the best growth there is by Marcus Bell

Liked Power generation is the steady buyer on the gas pipes Paid by Hank Brooks

Liked An AI add-on sold per seat is a price increase with a better name Paid by Sam Whitfield

Liked Chips built taller need more of the tools that stack them by Lena Brandt