Offshore
Video
Iqra Saifi
Veo-3 fast on Flow 🚕🚗
"A hyper-realistic, dynamic tracking shot of two heavily modified Japanese sports cars—a red Honda S2000 and a yellow Mazda RX-7—drifting in tandem through a tight corner on a mountain pass.", "mood": "Intense, exhilarating, competitive, focused, stylish.", "style": "Cinematic realism with an anime-inspired aesthetic, photorealistic CGI, 8K resolution, capturing the high-energy feel of 'Initial D' and professional drift footage." }, "camera": { "type": "Low-Angle Drone Chase", "lens": "35mm Anamorphic Lens", "aperture": "f/2.8", "position": "Starts low to the ground behind the yellow RX-7, then swoops to the side to capture both cars side-by-side as they enter the drift.", "movement": "A smooth, high-speed, and aggressive drone shot that keeps pace with the cars, panning and tilting to follow their drift lines and capture the proximity between them." }, "environment": { "location": "A narrow, two-lane asphalt road winding through a dense, lush green forest on a Japanese mountain (touge).", "details": "Tall, dense trees line the road, creating a canopy that dapples the scene with sunlight. The asphalt is dark and shows signs of wear, with visible tire marks from previous runs. A yellow dividing line marks the center of the road.", "sky": "A bright, late afternoon sky with a few soft, white clouds visible through the trees.", "atmosphere": "The air is filled with thick, white tire smoke billowing from the rear wheels of both cars. A high-resolution particle simulation shows small leaves and road debris being kicked up by the cars." }, "lighting": { "primary_source": { "type": "Late Afternoon Sun", "position": "Low in the sky, filtering through the trees, creating dramatic shafts of golden light and long shadows.", "color_temperature": "4500K (Warm, golden light)", "intensity": "Bright, creating brilliant highlights on the cars' bodywork." }, "fill_light": { "type": "Bounce light from foliage and road", "color": "Lush greens and neutral greys.", "intensity": "Softly illuminates the cars, ensuring details in the shadows are visible." }, "effects": "Prominent anamorphic lens flares as the camera catches the sun through the trees. Strong motion blur on the background and road surface." }, "main_subjects": { "car_1": { "model": "A heavily modified, track-spec, red Honda S2000 (AP2).", "details": "Fitted with a large carbon fiber rear wing, a vented front bumper, wide-body fenders, and black multi-spoke racing wheels. The driver, an anime-style character, is visible through the window, focused and counter-steering.", "condition": "The car is pristine but shows signs of hard driving, like glowing brake rotors visible through the wheels." }, "car_2": { "model": "A heavily modified, iconic yellow Mazda RX-7 (FD3S).", "details": "Features a prominent carbon fiber hood, pop-up headlights (in the up position), a massive rear wing, and bronze-colored, deep-dish wheels. The driver, also an anime-style character, has an intense, competitive expression.", "condition": "Equally pristine, with visible heat haze shimmering from the exhaust." } }, "animation": { "car_movement": "Both cars are in a state of controlled, high-speed drift. Their rear ends are kicked out, and the front wheels are angled in the opposite direction of the turn. The cars are incredibly close, almost touching, as they navigate the corner in perfect synchronization.", "environment_interaction": "The tires realistically deform under the stress of the drift. The tire smoke is a complex, turbulent fluid simulation that hugs the ground before being dispersed by the cars' movement.", "subtle_details": "The drivers' hands move quickly and precisely on the steering wheels. The car bodies show realistic suspension travel, compressing and rebounding as they hit small imperfections in the road." [...]
Veo-3 fast on Flow 🚕🚗
"A hyper-realistic, dynamic tracking shot of two heavily modified Japanese sports cars—a red Honda S2000 and a yellow Mazda RX-7—drifting in tandem through a tight corner on a mountain pass.", "mood": "Intense, exhilarating, competitive, focused, stylish.", "style": "Cinematic realism with an anime-inspired aesthetic, photorealistic CGI, 8K resolution, capturing the high-energy feel of 'Initial D' and professional drift footage." }, "camera": { "type": "Low-Angle Drone Chase", "lens": "35mm Anamorphic Lens", "aperture": "f/2.8", "position": "Starts low to the ground behind the yellow RX-7, then swoops to the side to capture both cars side-by-side as they enter the drift.", "movement": "A smooth, high-speed, and aggressive drone shot that keeps pace with the cars, panning and tilting to follow their drift lines and capture the proximity between them." }, "environment": { "location": "A narrow, two-lane asphalt road winding through a dense, lush green forest on a Japanese mountain (touge).", "details": "Tall, dense trees line the road, creating a canopy that dapples the scene with sunlight. The asphalt is dark and shows signs of wear, with visible tire marks from previous runs. A yellow dividing line marks the center of the road.", "sky": "A bright, late afternoon sky with a few soft, white clouds visible through the trees.", "atmosphere": "The air is filled with thick, white tire smoke billowing from the rear wheels of both cars. A high-resolution particle simulation shows small leaves and road debris being kicked up by the cars." }, "lighting": { "primary_source": { "type": "Late Afternoon Sun", "position": "Low in the sky, filtering through the trees, creating dramatic shafts of golden light and long shadows.", "color_temperature": "4500K (Warm, golden light)", "intensity": "Bright, creating brilliant highlights on the cars' bodywork." }, "fill_light": { "type": "Bounce light from foliage and road", "color": "Lush greens and neutral greys.", "intensity": "Softly illuminates the cars, ensuring details in the shadows are visible." }, "effects": "Prominent anamorphic lens flares as the camera catches the sun through the trees. Strong motion blur on the background and road surface." }, "main_subjects": { "car_1": { "model": "A heavily modified, track-spec, red Honda S2000 (AP2).", "details": "Fitted with a large carbon fiber rear wing, a vented front bumper, wide-body fenders, and black multi-spoke racing wheels. The driver, an anime-style character, is visible through the window, focused and counter-steering.", "condition": "The car is pristine but shows signs of hard driving, like glowing brake rotors visible through the wheels." }, "car_2": { "model": "A heavily modified, iconic yellow Mazda RX-7 (FD3S).", "details": "Features a prominent carbon fiber hood, pop-up headlights (in the up position), a massive rear wing, and bronze-colored, deep-dish wheels. The driver, also an anime-style character, has an intense, competitive expression.", "condition": "Equally pristine, with visible heat haze shimmering from the exhaust." } }, "animation": { "car_movement": "Both cars are in a state of controlled, high-speed drift. Their rear ends are kicked out, and the front wheels are angled in the opposite direction of the turn. The cars are incredibly close, almost touching, as they navigate the corner in perfect synchronization.", "environment_interaction": "The tires realistically deform under the stress of the drift. The tire smoke is a complex, turbulent fluid simulation that hugs the ground before being dispersed by the cars' movement.", "subtle_details": "The drivers' hands move quickly and precisely on the steering wheels. The car bodies show realistic suspension travel, compressing and rebounding as they hit small imperfections in the road." [...]
Offshore
Iqra Saifi Veo-3 fast on Flow 🚕🚗 "A hyper-realistic, dynamic tracking shot of two heavily modified Japanese sports cars—a red Honda S2000 and a yellow Mazda RX-7—drifting in tandem through a tight corner on a mountain pass.", "mood": "Intense, exhilarating…
}, "audio_design": { "style": "Loud, aggressive, and immersive, with a focus on mechanical sounds.", "sound": "The high-pitched, screaming roar of the S2000's VTEC engine at the redline, mixed with the unique, buzzing rasp of the RX-7's rotary engine." "sound": "An upbeat, high-energy Eurobeat track begins to fade in, adding to the classic touge racing atmosphere."
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Offshore
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Evan
CBOE PLANS TO LAUNCH CASH-SETTLED FUTURES AND OPTIONS ON NEW INDEX TRACKING TECH AND GROWTH-ORIENTATED U.S. STOCKS
"Cboe aims to launch the MGTEN Index monthly options and futures in the Q4 of 2025, with the weekly P.M.-expiring options to begin trading in Q1 of 2026" https://t.co/dAX0LO7ugn
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CBOE PLANS TO LAUNCH CASH-SETTLED FUTURES AND OPTIONS ON NEW INDEX TRACKING TECH AND GROWTH-ORIENTATED U.S. STOCKS
"Cboe aims to launch the MGTEN Index monthly options and futures in the Q4 of 2025, with the weekly P.M.-expiring options to begin trading in Q1 of 2026" https://t.co/dAX0LO7ugn
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Offshore
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App Economy Insights
RT @EconomyApp: $ORCL Oracle Q1 FY26 (August quarter).
Safra Catz: "We signed 4 multi-billion-dollar contracts with three different customers in Q1."
• RPO +359% Y/Y to $455B.
• Cloud revenue +28% Y/Y to $7.2B.
• Revenue +12% Y/Y to $14.9B ($0.1B miss).
• Non-GAAP EPS $1.47 ($0.01 miss). https://t.co/UciOUU3Rzo
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RT @EconomyApp: $ORCL Oracle Q1 FY26 (August quarter).
Safra Catz: "We signed 4 multi-billion-dollar contracts with three different customers in Q1."
• RPO +359% Y/Y to $455B.
• Cloud revenue +28% Y/Y to $7.2B.
• Revenue +12% Y/Y to $14.9B ($0.1B miss).
• Non-GAAP EPS $1.47 ($0.01 miss). https://t.co/UciOUU3Rzo
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Offshore
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Investing visuals
“ I missed $NBIS ”
If you feel like the $NBIS train has departed and you’re too late, here are a few things I’d like you to know:
1 - Do not anchor to the prior stock price
The $MSFT deal massively de-risked the stock. There’s now a clear path to sustained triple-digit revenue growth in the years ahead. And mind you – $MSFT doesn’t make these deals lightheartedly. It’s a testament to the quality $NBIS delivers.
This deal also increases $NBIS mindshare among high-profile customers. I wouldn’t be surprised if we see more large deals with other high profile names in the coming months.
So even after the +50% gain yesterday, the story is still very early. We’re at an inflection point where the snowball is gaining traction and is likely to accelerate. The $3B capital raise $NBIS announced today is a very smart and timely move to keep momentum and invest for future growth.
There’s still a huge runway, and if $NBIS keeps executing the way it has, the stock will follow. Don’t look back – look ahead.
2 - Think long term
I used to worry about whether I should buy a stock at $76 or wait for it to dip to $67. Over time, I realized how pointless that is. If the stock goes to $297, why bother about $76 vs $67? Entry prices are overrated.
What matters is seeing the potential, acting on it, and sizing your position appropriately to match your conviction.
3 - Do not chase either
I’m not saying you should chase the stock higher. Here’s what I would do if I weren’t already a shareholder with a full position: I would initiate a position around ~5% of my portfolio. That way, I’d benefit if it runs, but I’d also have room to add significantly – either if the stock dips without fundamentals deteriorating, or if the business executes so well that I average up. It's not financial advice of course, just how I’d personally approach it.
4 - Stick to what fits you best
Hypergrowth investing isn’t for everyone. If you’re not familiar with the business or the industry, do your due diligence before even considering a share.
I’ve worked in tech for a decade and have a tech-only portfolio. $NBIS fits right in my circle of competence. But this style isn’t for everyone. It requires staying sharp in a fast-moving industry and understanding the dynamics.
My two cents, cheers! 🙏
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“ I missed $NBIS ”
If you feel like the $NBIS train has departed and you’re too late, here are a few things I’d like you to know:
1 - Do not anchor to the prior stock price
The $MSFT deal massively de-risked the stock. There’s now a clear path to sustained triple-digit revenue growth in the years ahead. And mind you – $MSFT doesn’t make these deals lightheartedly. It’s a testament to the quality $NBIS delivers.
This deal also increases $NBIS mindshare among high-profile customers. I wouldn’t be surprised if we see more large deals with other high profile names in the coming months.
So even after the +50% gain yesterday, the story is still very early. We’re at an inflection point where the snowball is gaining traction and is likely to accelerate. The $3B capital raise $NBIS announced today is a very smart and timely move to keep momentum and invest for future growth.
There’s still a huge runway, and if $NBIS keeps executing the way it has, the stock will follow. Don’t look back – look ahead.
2 - Think long term
I used to worry about whether I should buy a stock at $76 or wait for it to dip to $67. Over time, I realized how pointless that is. If the stock goes to $297, why bother about $76 vs $67? Entry prices are overrated.
What matters is seeing the potential, acting on it, and sizing your position appropriately to match your conviction.
3 - Do not chase either
I’m not saying you should chase the stock higher. Here’s what I would do if I weren’t already a shareholder with a full position: I would initiate a position around ~5% of my portfolio. That way, I’d benefit if it runs, but I’d also have room to add significantly – either if the stock dips without fundamentals deteriorating, or if the business executes so well that I average up. It's not financial advice of course, just how I’d personally approach it.
4 - Stick to what fits you best
Hypergrowth investing isn’t for everyone. If you’re not familiar with the business or the industry, do your due diligence before even considering a share.
I’ve worked in tech for a decade and have a tech-only portfolio. $NBIS fits right in my circle of competence. But this style isn’t for everyone. It requires staying sharp in a fast-moving industry and understanding the dynamics.
My two cents, cheers! 🙏
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Offshore
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Evan
Robinhood $HOOD CEO Vlad Tenev just said on CNBC:
"Banking is coming soon" ... "we think we're close to being able to help you with your entire financial life" https://t.co/gMajX3jiVv
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Robinhood $HOOD CEO Vlad Tenev just said on CNBC:
"Banking is coming soon" ... "we think we're close to being able to help you with your entire financial life" https://t.co/gMajX3jiVv
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Offshore
Video
Umesh
nano-banana and keyframes open a world of possibilities. https://t.co/fY69hJqVCM
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nano-banana and keyframes open a world of possibilities. https://t.co/fY69hJqVCM
ChatGPT + nano-banana + Kling AI https://t.co/PD1aDqtkF0 - Umeshtweet
Offshore
Video
Andrew Sather
Pleasure to have Kyle on the show, if you invest in the payments rails you might our convo very interesting…
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Pleasure to have Kyle on the show, if you invest in the payments rails you might our convo very interesting…
Visa is already using stablecoins.
Why? The old system takes days and costs merchants billions.
Stablecoins move money instantly, anywhere in the world. https://t.co/GedeIwLC9c - Milk Roadtweet
Offshore
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Evan
Oracle $ORCL CEO Larry Ellison just overtook Elon Musk on Bloomberg's Billionaire Index as the
RICHEST PERSON IN THE WORLD
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Oracle $ORCL CEO Larry Ellison just overtook Elon Musk on Bloomberg's Billionaire Index as the
RICHEST PERSON IN THE WORLD
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