Elliot Vance Verified

Liked Foundry pricing power is quietly extraordinary Paid by Lena Brandt

Liked BTC: the ETF bid changed the microstructure by Zoe Carter

Reposted BTC: the ETF bid changed the microstructure by Zoe Carter

Liked Earnings week: where the premium is mispriced Paid by Sofia Marchetti

Liked Breadth is repairing under the surface by Dana Cho

Liked Diesel cracks are telling a different story by Greta Lindqvist

Commented on The dollar smile is flattening 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 Net revenue retention is the whole thesis Paid by Marcus Bell

Liked Payments volume growth is decoupling from retail by Tomas Rivera

Commented on GOOGL: the search moat argument has changed Paid by Priya Nair

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

Liked AAPL: services margin is the whole story by Sam Whitfield

Commented on O: the cap-rate repricing is mostly done (Part 2) by Mei Lin

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

Liked The SNOW cohort data nobody cites by Marcus Bell

Liked KMI: distributions are covered Paid by Hank Brooks

Liked MSFT — trimming into strength (Part 2) Paid by Sam Whitfield

Liked LRCX and the memory upcycle (Part 2) by Lena Brandt