Offshore
Photo
Gainify
Magnificent 7 CASH UPDATE Q2’25:
→ $MSFT jumped the most, now at $94.6B
→ $GOOGL $95.1B, $MSFT $94.6B, $AMZN $93.2B nearly tied
→ $META burned $23B, down to $47.1B
→ $AAPL $55.4B, $NVDA $56.8B hold steady mid-pack
→ $TSLA lowest, only $36.8B
Who could deploy the capital the smartest?
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Magnificent 7 CASH UPDATE Q2’25:
→ $MSFT jumped the most, now at $94.6B
→ $GOOGL $95.1B, $MSFT $94.6B, $AMZN $93.2B nearly tied
→ $META burned $23B, down to $47.1B
→ $AAPL $55.4B, $NVDA $56.8B hold steady mid-pack
→ $TSLA lowest, only $36.8B
Who could deploy the capital the smartest?
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Yellowbrick Investing
$SA
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$SA
High conviction options play alert. I am long 150 Feb 20 ‘26 $20 calls of Seabridge Gold $SA at $1.15 ($17,250 cost basis). Why am I so excited? The strike price is just 17% out of the money, and has an implied volatility of just 44%. I find this significantly underpriced given tweet
X (formerly Twitter)
Vestavia Capital (@VestaviaCapital) on X
High conviction options play alert. I am long 150 Feb 20 ‘26 $20 calls of Seabridge Gold $SA at $1.15 ($17,250 cost basis). Why am I so excited? The strike price is just 17% out of the money, and has an implied volatility of just 44%. I find this significantly…
Offshore
Video
Iqra Saifi
Veo-3 fast on Gemini 🔥
"scene_description": [
"time_start_sec": 0.0,
"time_end_sec": 2.0,
"shot_type": "low_angle_establishing_shot",
"subject": "open suitcase, miniature castle, waterfall, misty mountains",
"action": "camera slowly cranes up from the suitcase's base, revealing the entire magical landscape",
"details": "The scene opens with a low-angle shot, looking up at an antique, leather-bound suitcase, its lid propped open. Inside, a breathtaking miniature fantasy world unfolds. A majestic waterfall cascades down a verdant, moss-covered cliff face, its waters shimmering with subtle iridescent light, feeding into a pristine, turquoise lake. Perched atop the cliff, a pristine white castle with red roofs overlooks the scene. On the right, a darker, more ancient-looking fortress with spires and turrets rises from the rocky terrain. Misty, miniature mountains frame the background, and dense, realistic trees with tiny, individual leaves dot the landscape. Tiny, almost imperceptible birds flit through the air.",
"audio": "The constant, gentle 'shhh' of the miniature waterfall, faint chirping of tiny birds, a soft, ethereal orchestral melody begins, filled with wonder."
},
{
"time_start_sec": 2.0,
"time_end_sec": 4.5,
"shot_type": "medium_close_up_waterfall_and_white_castle",
"subject": "waterfall, white castle, moving water, miniature figures",
"action": "camera slowly dollies in towards the waterfall, revealing delicate movements and hidden details",
"details": "A detailed medium close-up focuses on the cascading waterfall. The water is crystal clear, showing every ripple and eddy as it flows over the miniature rocks. A faint, realistic mist rises from the base of the waterfall, creating a soft halo of light. Perched on a bridge near the white castle, a few minuscule, indistinct figures (perhaps knights or villagers) can be seen moving slowly, adding a touch of life. The castle itself shows intricate architectural details, from tiny windows to individual stones. A single, delicate, glowing firefly briefly crosses the frame near the waterfall. The sunlight catches the water, creating sparkling reflections.",
"audio": "Intensified sound of the miniature waterfall, subtle 'clicks' of the firefly, faint, distant murmurs (implied from the figures), orchestral melody becomes more intricate and uplifting."
},
{
"time_start_sec": 4.5,
"time_end_sec": 8.0,
"shot_type": "pull_back_full_scene_reveal",
"subject": "entire suitcase world, surrounding room, magic",
"action": "camera slowly pulls back from the medium close-up, revealing the full, breathtaking scene, an ambient glow pulsates from the suitcase, showing both castles and the lake.",
"details": "The camera slowly pulls back, beginning from the medium close-up of the waterfall and white castle, gradually revealing the entire suitcase world in a grand, final shot. The old, brown leather suitcase sits on a polished marble table in a softly lit, elegant room (blurred background). An ethereal, soft glow seems to emanate from within the suitcase, subtly pulsating, suggesting that the magic contained within is truly alive. The miniature world continues its subtle movements – the waterfall flows, the glowing fish swim in the turquoise lake, the trees gently sway, and both the white castle and the ancient fortress are visible in the expansive view. The final image is one of profound beauty and enchantment, a tiny, living fantasy made real, captivating the viewer with its contained magic.",
"audio": "The ambient sounds of the miniature world (waterfall, birds, subtle magic) blend together, the orchestral melody swells to a powerful, enchanting crescendo, then slowly fades, leaving a lingering, magical hum and the gentle sound of the waterfall."
}
],
"color_grading": {
"mood": "magical, enchanting, serene, adventurous, vibrant fantasy",
"highlights": "brilliant glints on water and castle spires, soft glows from within the world",[...]
Veo-3 fast on Gemini 🔥
"scene_description": [
"time_start_sec": 0.0,
"time_end_sec": 2.0,
"shot_type": "low_angle_establishing_shot",
"subject": "open suitcase, miniature castle, waterfall, misty mountains",
"action": "camera slowly cranes up from the suitcase's base, revealing the entire magical landscape",
"details": "The scene opens with a low-angle shot, looking up at an antique, leather-bound suitcase, its lid propped open. Inside, a breathtaking miniature fantasy world unfolds. A majestic waterfall cascades down a verdant, moss-covered cliff face, its waters shimmering with subtle iridescent light, feeding into a pristine, turquoise lake. Perched atop the cliff, a pristine white castle with red roofs overlooks the scene. On the right, a darker, more ancient-looking fortress with spires and turrets rises from the rocky terrain. Misty, miniature mountains frame the background, and dense, realistic trees with tiny, individual leaves dot the landscape. Tiny, almost imperceptible birds flit through the air.",
"audio": "The constant, gentle 'shhh' of the miniature waterfall, faint chirping of tiny birds, a soft, ethereal orchestral melody begins, filled with wonder."
},
{
"time_start_sec": 2.0,
"time_end_sec": 4.5,
"shot_type": "medium_close_up_waterfall_and_white_castle",
"subject": "waterfall, white castle, moving water, miniature figures",
"action": "camera slowly dollies in towards the waterfall, revealing delicate movements and hidden details",
"details": "A detailed medium close-up focuses on the cascading waterfall. The water is crystal clear, showing every ripple and eddy as it flows over the miniature rocks. A faint, realistic mist rises from the base of the waterfall, creating a soft halo of light. Perched on a bridge near the white castle, a few minuscule, indistinct figures (perhaps knights or villagers) can be seen moving slowly, adding a touch of life. The castle itself shows intricate architectural details, from tiny windows to individual stones. A single, delicate, glowing firefly briefly crosses the frame near the waterfall. The sunlight catches the water, creating sparkling reflections.",
"audio": "Intensified sound of the miniature waterfall, subtle 'clicks' of the firefly, faint, distant murmurs (implied from the figures), orchestral melody becomes more intricate and uplifting."
},
{
"time_start_sec": 4.5,
"time_end_sec": 8.0,
"shot_type": "pull_back_full_scene_reveal",
"subject": "entire suitcase world, surrounding room, magic",
"action": "camera slowly pulls back from the medium close-up, revealing the full, breathtaking scene, an ambient glow pulsates from the suitcase, showing both castles and the lake.",
"details": "The camera slowly pulls back, beginning from the medium close-up of the waterfall and white castle, gradually revealing the entire suitcase world in a grand, final shot. The old, brown leather suitcase sits on a polished marble table in a softly lit, elegant room (blurred background). An ethereal, soft glow seems to emanate from within the suitcase, subtly pulsating, suggesting that the magic contained within is truly alive. The miniature world continues its subtle movements – the waterfall flows, the glowing fish swim in the turquoise lake, the trees gently sway, and both the white castle and the ancient fortress are visible in the expansive view. The final image is one of profound beauty and enchantment, a tiny, living fantasy made real, captivating the viewer with its contained magic.",
"audio": "The ambient sounds of the miniature world (waterfall, birds, subtle magic) blend together, the orchestral melody swells to a powerful, enchanting crescendo, then slowly fades, leaving a lingering, magical hum and the gentle sound of the waterfall."
}
],
"color_grading": {
"mood": "magical, enchanting, serene, adventurous, vibrant fantasy",
"highlights": "brilliant glints on water and castle spires, soft glows from within the world",[...]
Offshore
Iqra Saifi Veo-3 fast on Gemini 🔥 "scene_description": [ "time_start_sec": 0.0, "time_end_sec": 2.0, "shot_type": "low_angle_establishing_shot", "subject": "open suitcase, miniature castle, waterfall, misty mountains", "action": "camera slowly cranes…
"brights": "vibrant greens of foliage, rich blues of water, pure whites of the castle, golden light",
"mids": "balanced, emphasizing natural textures of rock and wood",
"darks": "soft, atmospheric shadows, full of texture and detail",
"shadows": "warm, subtle amber tones and cool blues, enhancing the magical atmosphere"
},
"sound_design": "ultra-detailed and immersive, focusing on the sounds of the miniature world (waterfall, birds, subtle creature movements, magical effects), juxtaposed with the subtle ambient sounds of a quiet room, creating a perfect blend of two scales of reality and magic."
}
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"mids": "balanced, emphasizing natural textures of rock and wood",
"darks": "soft, atmospheric shadows, full of texture and detail",
"shadows": "warm, subtle amber tones and cool blues, enhancing the magical atmosphere"
},
"sound_design": "ultra-detailed and immersive, focusing on the sounds of the miniature world (waterfall, birds, subtle creature movements, magical effects), juxtaposed with the subtle ambient sounds of a quiet room, creating a perfect blend of two scales of reality and magic."
}
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Julian Goldie SEO
AI Super Agents FULL COURSE 5 HOURS (Build & Automate Anything) https://t.co/1bReqh9f0m
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AI Super Agents FULL COURSE 5 HOURS (Build & Automate Anything) https://t.co/1bReqh9f0m
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Offshore
Video
Evan
RT @Hedgeye: STEINER: ‘Dovish’ Waller Emerging as Leading Candidate for Fed Chair
🔊
Hedgeye analyst Josh Steiner @HedgeyeFIG breaks down fresh dovish comments from Fed Governor Christopher Waller. Polymarket now has Waller as the odds-on favorite to replace Jerome Powell.
“He basically said the Fed needs to get going on rate cuts. No surprises here,” Steiner says.
“As a general reminder, the setup on our [United States] Quad count is 3 to 2 to 1 with this transition to disinflation beginning later this year, continuing largely through first-half next year. That will dovetail right into the new Fed chair coming in May.”
Stay ahead of what the headlines mean for markets by subscribing to "The Call @ Hedgeye": https://t.co/d5A3iklIAw
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RT @Hedgeye: STEINER: ‘Dovish’ Waller Emerging as Leading Candidate for Fed Chair
🔊
Hedgeye analyst Josh Steiner @HedgeyeFIG breaks down fresh dovish comments from Fed Governor Christopher Waller. Polymarket now has Waller as the odds-on favorite to replace Jerome Powell.
“He basically said the Fed needs to get going on rate cuts. No surprises here,” Steiner says.
“As a general reminder, the setup on our [United States] Quad count is 3 to 2 to 1 with this transition to disinflation beginning later this year, continuing largely through first-half next year. That will dovetail right into the new Fed chair coming in May.”
Stay ahead of what the headlines mean for markets by subscribing to "The Call @ Hedgeye": https://t.co/d5A3iklIAw
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Offshore
Photo
Umesh
RT @umesh_ai: nano-banana can generate an accurate action figure set from a picture!
love how it adds suitable text without needing any input! https://t.co/7fBvg1P3zA
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RT @umesh_ai: nano-banana can generate an accurate action figure set from a picture!
love how it adds suitable text without needing any input! https://t.co/7fBvg1P3zA
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Offshore
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Evan
UnitedHealth $UNH has become a battleground stock
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UnitedHealth $UNH has become a battleground stock
The 2x Long UnitedHealth ETF $UNHG just passed over $200 Million of Assets Under Management after launching just last month https://t.co/9lStD2TfH4 tweet
Riley Brown
Today will be transformational
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Today will be transformational
The transformer is well named, as it transformed everything tweet
X (formerly Twitter)
Ilya Sutskever (@ilyasut) on X
The transformer is well named, as it transformed everything
Offshore
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Simplifying Stocks, CPA
39% of $NVDA sales came from 2 individual customers
Most likely one of the hyperscalers
Either: $MSFT $META or $AMZN
🤯 https://t.co/qJCHi8ur4o
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39% of $NVDA sales came from 2 individual customers
Most likely one of the hyperscalers
Either: $MSFT $META or $AMZN
🤯 https://t.co/qJCHi8ur4o
tweet