THE QUIVER QUANT
EXECUTIVE SUMMARY
Michael Burry's $1.1B bet against AI is printing. His Quiver strategy leads the board at +7.55% this week as Palantir drops 30% from highs.
Meanwhile, CoreWeave's CEO and CSO dumped $146M in stock days after IPO, and senators are demanding an SEC probe into suspicious trades ahead of the tariff pause.
MIDTERMS
Things are heating up for the midterms. Here are the current probabilities: The House: 86% Dem · Senate: 53% Dem. Track on our Midterm Dashboard.
THE EDITORIAL QUANT
Trump Wants a Trading Ban. Congress Filed $8.7M in Trades Anyway.
Senators Warner and Schiff are demanding the SEC probe congressional insider trading. Their letter names specific patterns the agency has ignored for years. Meanwhile, Rep. Tim Moore (R-NC) has filed over 150 trades since entering Congress, making him one of the most active traders on Capitol Hill. We dug into his portfolio, his timing, and what it tells us about the STOCK Act's enforcement gap.
Also in this week’s editorial: CoreWeave execs dumped $146M in stock days after the IPO, and Senators Warner and Schiff are demanding the SEC investigate congressional trading. The STOCK Act was supposed to fix this. It hasn’t.
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QUIVER DATA
Significant Insider Purchases This Week
POLITICS
Top Congress Portfolios This Week
QUIVER DATA
Government Contracts
