Sublime
An inspiration engine for ideas

We just updated our Payment for Order Flow data on @bloomberg to include 4 new brokers - FUTU, @Tradeup, @AlpacaFinance & @SoFi , Between those 4 & the other 10 (post Schwab consolidating AMTD), we capture 99+% of all PFOF. Can cut by Eq or Opt, $, Shares/Contracts, bkr, & MM https://t.co/icoQiw9te3

We put out an excellent piece on #fails / FTD today @BBGIntelligence by @gutenplan10
Net new fails are almost zero. Most fails carry over from the day before. Also a high proportion are OTC and sub-dollar securities. And less that 1% of shares fail on a day to day basis (0.4%) https://t.co/Fc9P0ilbA3
Otis Compensation (Public)
docs.google.comFaber Takedown of CoreWeave $CRWV Clip
Paraphrased: "How does this business model make any sense? Their capex spend and associated depreciation are unfathomably high - and to be the client favorite, they must buy the latest, greatest, and most expensive Nvidia $NVDA chips at every update (many of which are annually). Oh... See more
Consensus Mediax.comPretty cool to see organic usage of https://t.co/2nWfr8KQ0j on pods by none other than @balajis. https://t.co/QpUvYzfb2o
Aravind Srinivasx.com