Offshore
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App Economy Insights
Today, we unpack RAG!
🔍 Retrieval-Augmented Generation.
Is it the real fix for AI hallucinations?
https://t.co/eSVmBxu79o
Join us as we separate Gen AI fact from fiction:
🧠 What RAG is & its impact on AI models.
🚫 Debunking RAG myths.
🛠️ Real-world applications. https://t.co/Bcgm10Wdur
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Today, we unpack RAG!
🔍 Retrieval-Augmented Generation.
Is it the real fix for AI hallucinations?
https://t.co/eSVmBxu79o
Join us as we separate Gen AI fact from fiction:
🧠 What RAG is & its impact on AI models.
🚫 Debunking RAG myths.
🛠️ Real-world applications. https://t.co/Bcgm10Wdur
tweet
Offshore
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Bourbon Capital
Another wonderful day for weed stocks
1) Never buy weeb stocks
2) Never buy Airlines stocks
3) Be careful with biotech stocks https://t.co/dCjzc8caFe
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Another wonderful day for weed stocks
1) Never buy weeb stocks
2) Never buy Airlines stocks
3) Be careful with biotech stocks https://t.co/dCjzc8caFe
tweet
Offshore
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Stock Analysis Compilation
Polen Capital on Kinsale Capital $KNSL US
Thesis: Kinsale Capital's specialized insurance focus and strong performance make it a standout in its sector, promising continued growth and market leadership
(Extract from their Q2 letter) https://t.co/ZnBTXIxrQ8
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Polen Capital on Kinsale Capital $KNSL US
Thesis: Kinsale Capital's specialized insurance focus and strong performance make it a standout in its sector, promising continued growth and market leadership
(Extract from their Q2 letter) https://t.co/ZnBTXIxrQ8
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Investing visuals
Crowdstrike $CRWD became world news after its outage in Juli. Tomorrow, it reports earnings after hours.
Here's a quick pre-earnings overview 🔍👇
🔹Est. Revenue: $958M (+31%)
🔹Est. EBITDA: $239M (+31.7%)
🔹Est. EPS: $0.97 (+30.4%) https://t.co/EDhDHsQ7D4
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Crowdstrike $CRWD became world news after its outage in Juli. Tomorrow, it reports earnings after hours.
Here's a quick pre-earnings overview 🔍👇
🔹Est. Revenue: $958M (+31%)
🔹Est. EBITDA: $239M (+31.7%)
🔹Est. EPS: $0.97 (+30.4%) https://t.co/EDhDHsQ7D4
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Bourbon Capital
RT @BourbonCap: Top large-cap stocks to watch in Europe, a treat:
Criteria:
Market cap > $20B
PE below 15x
Positive free cash flow
*Some company data will be in the market currency, not USD
🏢Financial Services
📡Communication Services
🚗Consumer Cyclical
📦Industrials
⚡️Energy
⛏️Basic Materials
💊Healthcare
⚙️Utilities
💻Technology
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RT @BourbonCap: Top large-cap stocks to watch in Europe, a treat:
Criteria:
Market cap > $20B
PE below 15x
Positive free cash flow
*Some company data will be in the market currency, not USD
🏢Financial Services
📡Communication Services
🚗Consumer Cyclical
📦Industrials
⚡️Energy
⛏️Basic Materials
💊Healthcare
⚙️Utilities
💻Technology
tweet
Offshore
Video
Lumida Wealth Management
Humanoids for All - From $200K to $20K
@PeterDiamandis and @adcock_brett discuss reducing humanoid robot costs tenfold, highlighting the need for a detailed BOM analysis of about a thousand parts. https://t.co/OmU1jWp4gx
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Humanoids for All - From $200K to $20K
@PeterDiamandis and @adcock_brett discuss reducing humanoid robot costs tenfold, highlighting the need for a detailed BOM analysis of about a thousand parts. https://t.co/OmU1jWp4gx
tweet
Offshore
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Offshore
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Bourbon Capital
RT @BourbonCap: Why is $BABA down 5% today?
This is the stuff you don't pay attention to. They always tell you not to buy Chinese stocks, and then you go to check the short positions yourself, and you find the biggest criminals in the stock market shorting $BABA.
Both positions are quite big, even bigger than Appaloosa's—David Tepper's—which is considered one of the biggest positions, close to $1 billion.
They are suppressing the price and probably dragging the company down with fake news. I really hope on September 9th, my fellow Chinese buy as many $BABA shares as they can and destroy these criminals
Dr Michael Burry is not wrong, but its hard to deal with these people
tweet
RT @BourbonCap: Why is $BABA down 5% today?
This is the stuff you don't pay attention to. They always tell you not to buy Chinese stocks, and then you go to check the short positions yourself, and you find the biggest criminals in the stock market shorting $BABA.
Both positions are quite big, even bigger than Appaloosa's—David Tepper's—which is considered one of the biggest positions, close to $1 billion.
They are suppressing the price and probably dragging the company down with fake news. I really hope on September 9th, my fellow Chinese buy as many $BABA shares as they can and destroy these criminals
Dr Michael Burry is not wrong, but its hard to deal with these people
tweet