Tech company entrepreneur chasing the dream of profitable growth via venture investing.
Pittsburgh, PA
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Vik Grover retweeted
THE MARKET SAYS 95.5%.
OUR MODEL SAYS 62%.
That's a 33.5-point disagreement on Jon Ossoff retaining his Georgia Senate seat.
EHIQ made the call April 19. It's timestamped. We haven't changed it.
Here's what's interesting:
Ossoff is clearly ahead in the polls. The RCP average has him +8.
But individual recent polls have ranged from +4 to +10.
Polymarket is nevertheless pricing his retention at roughly 95%.
EHIQ isn't saying Ossoff is going to lose. 62% still makes him more likely than not to win.
The disagreement is over certainty.
Is this really a 95% race?
Our model says no.
Tomorrow I'll post another call where EHIQ and the prediction market disagree by 30+ points.
Follow me for THE CALL each day.
Full board + EHIQ Sharp deep reads:
eventhorizoniq.com/go/tape
Every call is timestamped. The misses stay on the tape too.
Research only. Not investment or trading advice.
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Vik Grover retweeted
Execution moved to milliseconds decades ago. Settlement never did, it still runs on a cycle measured in days.
@Wesarn_real's opening keynote at Canton Summit framed that gap as the starting point for rebuilding capital markets around programmable, composable assets.
Watch now.
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Raising target on $GRML to $30 from $20 on permitting expansion more than 2x rare earth footprint Jews today and expected USA Greenland treaty signing this week. Comps support $30 as well today.
Reiterate STRONG BUY
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Raising target on $GRML to $30 from $20 on permitting expansion more than 2x rare earth footprint Jews today and expected USA Greenland treaty signing this week. Comps support $30 as well today.
Reiterate STRONG BUY
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$BPTH BitPath Holdings To Launch Tokenize Campaign for Over-The-Counter Market, Launches SPV for Qualified Issuers einpresswire.com/article/939…
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Reiterate STRONG BUY $GRML with rare earth mine acquisition funded with mini $5/share secondary last week and acquisition claim by tomorrow fair value $10-$20.
Note CFO bought in open market just under $10 last month.
$MP #rareearth
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Sell the AI trade this will end badly:
linkedin.com/posts/charles-h…
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$BPTH partner news
altFINS VIP delivers results newsletter.altfins.com/p/alt…
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Sam Altman has said he believes AI labs, including his firm OpenAI, might have overestimated the AI industry’s pace of growth – an ominous remark by one of the top tech executives as the center of the booming industry.
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