Offshore
Photo
App Economy Insights
Cyber week smashed records.
📦 Online sales soar double-digit.
📱 Mobile tops 53% of transactions.
💳 Gen Z & Millennials embrace BNPL.
📆 Holiday sales span all of November.
Let’s visualize the trends. 👇
https://t.co/tfEYyS0uCE
tweet
Cyber week smashed records.
📦 Online sales soar double-digit.
📱 Mobile tops 53% of transactions.
💳 Gen Z & Millennials embrace BNPL.
📆 Holiday sales span all of November.
Let’s visualize the trends. 👇
https://t.co/tfEYyS0uCE
tweet
AkhenOsiris
The old "triple the price target trick" thanks to being brutally offsides.
tweet
The old "triple the price target trick" thanks to being brutally offsides.
BofA Double Upgrades $CRDO to Buy from Underperform, Raises PT to $80 from $27
Analyst comments: "Following a solid beat and material raise earnings call, we double upgrade Credo, and raise FY26/27E EPS est. by 65%/88% to $1.01/$1.51, and take our price objective to $80 from $27.
Our new price objective is based on 60x CY26E PE (from 10x CY25E EV/S previously as Credo shifts to translating sales growth to better earnings growth), inline with the higher end of comps, as CRDO’s outlook suggests the start of a multi-year adoption cycle for its Active Electrical Cable (AEC) product that enables power-efficient AI clusters.
Near term, we see the company driving a strong 2HFY25E (Jan25Q plus Apr25Q), driven by strong AI growth at Amazon Web Services, a key customer (and investor) in CRDO. Our prior cautious view was based on limited TAM assumptions for AEC, but CRDO’s earnings call addressed those concerns nicely, with three 10% customers (Microsoft, Amazon, Tesla) and growing momentum in other adjacent areas (optical DSP, line card PHY, retimer).
Risks to our call are CRDO’s premium valuation, high sensitivity to any sentiment shift around AI deployments, and growing competition in the AEC market (from $MRVL, $AVGO)."
Analyst: Vivek Arya - Wall St Enginetweet
Offshore
Photo
Quiver Quantitative
Just came across one of the wildest trades I've seen.
U.S. Representative Mike Collins just bought up to $30K of a cryptocurrency called "Ski Mask Dog".
It appears to have a market cap of less than $100M.
Track politicians' portfolios on Quiver: https://t.co/NEDFJ5g3ld
tweet
Just came across one of the wildest trades I've seen.
U.S. Representative Mike Collins just bought up to $30K of a cryptocurrency called "Ski Mask Dog".
It appears to have a market cap of less than $100M.
Track politicians' portfolios on Quiver: https://t.co/NEDFJ5g3ld
tweet
Offshore
Photo
Stock Analysis Compilation
TCW on Western Alliance Bancorp $WAL US
Thesis: Western Alliance's proactive management and strong deposit growth position it for resilience and outperformance in the evolving banking landscape
(Extract from their Q3 letter) https://t.co/0TfPwI6a36
tweet
TCW on Western Alliance Bancorp $WAL US
Thesis: Western Alliance's proactive management and strong deposit growth position it for resilience and outperformance in the evolving banking landscape
(Extract from their Q3 letter) https://t.co/0TfPwI6a36
tweet
Offshore
Photo
Quiver Quantitative
$SKI has risen 38% since this trade was disclosed.
It's been just over an hour. https://t.co/zj4lklo0ZY
tweet
$SKI has risen 38% since this trade was disclosed.
It's been just over an hour. https://t.co/zj4lklo0ZY
tweet
Offshore
Video
Startup Archive
Sam Altman on how to get your first 100 users
Sam walks through four common strategies to get your fist 100 users in order of best to worst:
1. Use your network. Email everyone you know and call in favors from anyone you can think of. But if it’s a paid product, make sure you charge them. “People who are inclined to do you favors are going to be too nice in what they tell you. So if it’s a paid product, charge them.”
2. Research people who might use your product and email them asking them to try it. “Conversion rates are low—maybe 2-3%—so you’ll have to reach out to more people. But you can send targeted emails saying ‘Hey, I just made this new product. I’d really appreciate if you would try it out.’ Most people want to be helpful.”
3. Social media outreach, posting to HN, forums, PR, etc. “The important thing to look for here is a traffic source that is sustainable rather than one big pop that then promptly goes away.” Airbnb is an example of a company that made PR work as an ongoing process—they were able to come up with press stunt after press stunt. But it’s hard.
4. Buy ads and point them at your website. “This is the ‘laziest’ and least impressive thing you can do… This is not what I’d recommend. I don’t know of any startup that has gotten big starting this way. I include it because it’s the idea that most people try.”
This may sound basic, but I think this advice is important. Getting your first 100 users is mostly hard work. As Sam puts it:
“Everyone thinks they’re going to put up this website, tell one person about it, and it’s going to take off like wildfire. But that’s not what usually happens.”
For a more detailed guide on customer acquisition, I’d recommend the book Traction by Gabriel Weinberg (founder & CEO of DuckDuckGo). It walks through nineteen channels you can use to build a customer base, and offers a framework to figure out which ones will work best for your business.
Video source: @StanfordOnline (2017)
tweet
Sam Altman on how to get your first 100 users
Sam walks through four common strategies to get your fist 100 users in order of best to worst:
1. Use your network. Email everyone you know and call in favors from anyone you can think of. But if it’s a paid product, make sure you charge them. “People who are inclined to do you favors are going to be too nice in what they tell you. So if it’s a paid product, charge them.”
2. Research people who might use your product and email them asking them to try it. “Conversion rates are low—maybe 2-3%—so you’ll have to reach out to more people. But you can send targeted emails saying ‘Hey, I just made this new product. I’d really appreciate if you would try it out.’ Most people want to be helpful.”
3. Social media outreach, posting to HN, forums, PR, etc. “The important thing to look for here is a traffic source that is sustainable rather than one big pop that then promptly goes away.” Airbnb is an example of a company that made PR work as an ongoing process—they were able to come up with press stunt after press stunt. But it’s hard.
4. Buy ads and point them at your website. “This is the ‘laziest’ and least impressive thing you can do… This is not what I’d recommend. I don’t know of any startup that has gotten big starting this way. I include it because it’s the idea that most people try.”
This may sound basic, but I think this advice is important. Getting your first 100 users is mostly hard work. As Sam puts it:
“Everyone thinks they’re going to put up this website, tell one person about it, and it’s going to take off like wildfire. But that’s not what usually happens.”
For a more detailed guide on customer acquisition, I’d recommend the book Traction by Gabriel Weinberg (founder & CEO of DuckDuckGo). It walks through nineteen channels you can use to build a customer base, and offers a framework to figure out which ones will work best for your business.
Video source: @StanfordOnline (2017)
tweet
Offshore
Video
Ahmad Jivraj
According to Saylor there are now 120 companies holding Bitcoin on their balance sheet!
tweet
According to Saylor there are now 120 companies holding Bitcoin on their balance sheet!
My discussion of the economic benefits of Bitcoin scarcity & volatility, $MSTR treasury operations, the surge in corporations adopting $BTC strategies, and the opportunity that #Bitcoin represents to $MSFT shareholders, with @JoeSquawk and @BeckyQuick.
https://t.co/FEfT7LpSpE tweet
Offshore
Photo
Stock Analysis Compilation
Artemis on Smurfit Westrock $SW US
Thesis: Smurfit Westrock's merger unlocks efficiencies, with leadership poised to drive improved returns in the dominant global packaging industry
(Extract from their Q3 letter) https://t.co/aStjGO5ldx
tweet
Artemis on Smurfit Westrock $SW US
Thesis: Smurfit Westrock's merger unlocks efficiencies, with leadership poised to drive improved returns in the dominant global packaging industry
(Extract from their Q3 letter) https://t.co/aStjGO5ldx
tweet