Risk On (@riskonpodcast) 's Twitter Profile
Risk On

@riskonpodcast

Conversations with sharp minds & independent thinkers in markets, geopolitics, and life without the corporate filter | available on Spotify | by @arbitrageandy1

ID: 1890102884081319936

linkhttps://open.spotify.com/show/7ixAbDKQneM7H1UALCEK8o?si=e7d095c964f044b3 calendar_today13-02-2025 18:17:09

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Arbitrage Andy (@arbitrageandy1) 's Twitter Profile Photo

New ARB Letter out this morning. Torpedo warfare is back on the menu, Bitcoin’s strange resilience, AI layoffs accelerating, cracks forming in private credit, and the political moment we’re in right now. Today we cover the major stories worth paying attention to

New <a href="/ARBLETTER/">ARB Letter</a>  out this morning.

Torpedo warfare is back on the menu, Bitcoin’s strange resilience, AI layoffs accelerating, cracks forming in private credit, and the political moment we’re in right now.

Today we cover the major stories worth paying attention to
Arbitrage Andy (@arbitrageandy1) 's Twitter Profile Photo

Bunch of equities on my shopping list right now including: - $ONDS - $SWBI - $CAT - $SMCI - $MSFT Just sent out the ARB Letter Spring stock list covering names across defense, energy, AI, infrastructure, and tech

Bunch of equities on my shopping list right now including:

- $ONDS
- $SWBI
- $CAT
- $SMCI
- $MSFT

Just sent out the <a href="/ARBLETTER/">ARB Letter</a> Spring stock list covering names across defense, energy, AI, infrastructure, and tech
Arbitrage Andy (@arbitrageandy1) 's Twitter Profile Photo

Read it here for more plays like our historical home runs on $PLTR $AVGO and $NVDA arbletter.arbitrageandy.us/p/top-stock-pi…

Arbitrage Andy (@arbitrageandy1) 's Twitter Profile Photo

New ARB Letter just dropped, we cover: - JPM and Morgan Stanley dip buying - $INTC $ONDS $AVGO and other names - The backlash against AI and data centers - Prospects of Iran peace deal and the software pump

New <a href="/ARBLETTER/">ARB Letter</a> just dropped, we cover:

- JPM and Morgan Stanley dip buying
- $INTC $ONDS $AVGO and other names
- The backlash against AI and data centers
- Prospects of Iran peace deal and the software pump