Offshore
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App Economy Insights
$MU Micron Q4 FY25 (August quarter).
• Revenue +46% Y/Y to $11.3B ($0.2B beat).
• Non-GAAP EPS $3.03 ($0.17 beat).
Q1 FY26 guidance:
• Revenue ~$12.5 ($0.7B beat).
• Non-GAAP EPS ~$3.75 ($0.71 beat). https://t.co/7usM2zGX5B
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$MU Micron Q4 FY25 (August quarter).
• Revenue +46% Y/Y to $11.3B ($0.2B beat).
• Non-GAAP EPS $3.03 ($0.17 beat).
Q1 FY26 guidance:
• Revenue ~$12.5 ($0.7B beat).
• Non-GAAP EPS ~$3.75 ($0.71 beat). https://t.co/7usM2zGX5B
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Yellowbrick Investing
$FET
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$FET
$FET Forum Energy Technologies. Profitability turnaround, debt down 15%, strong liquidity (2.4x current), trading near book. Fair value $40–44 vs ~$27 today. - Hideyo Oosawatweet
X (formerly Twitter)
Hideyo Oosawa (@HideyoOosawa) on X
$FET Forum Energy Technologies. Profitability turnaround, debt down 15%, strong liquidity (2.4x current), trading near book. Fair value $40–44 vs ~$27 today.
Yellowbrick Investing
$XTNT
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$XTNT
$XTNT Xtant Medical Profitable turnaround, 68.6% gross margin, asset sales de-risked, EV/Rev ~0.9x. Biologics focus + licensing optionality. FV $1.29; trading ~$0.65 - Hideyo Oosawatweet
X (formerly Twitter)
Hideyo Oosawa (@HideyoOosawa) on X
$XTNT Xtant Medical Profitable turnaround, 68.6% gross margin, asset sales de-risked, EV/Rev ~0.9x. Biologics focus + licensing optionality. FV $1.29; trading ~$0.65
Yellowbrick Investing
$OPRX
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$OPRX
$OPRX OptimizeRx 55% Q2 growth, profitability inflection, strong cash flow, AI-driven HCP reach. Fair value ~$34 vs ~$19. Underfollowed, underpriced upside. - Hideyo Oosawatweet
X (formerly Twitter)
Hideyo Oosawa (@HideyoOosawa) on X
$OPRX OptimizeRx 55% Q2 growth, profitability inflection, strong cash flow, AI-driven HCP reach. Fair value ~$34 vs ~$19. Underfollowed, underpriced upside.
Offshore
Video
The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: Below you'll find the official trailer for the documentary "The AI Gold Rush"
I’m documenting this insane moment in time where apps go from idea to $1M–$100M ARR faster than anyone thought possible with AI
Tomorrow 9/24 part 1 of 5 premieres at 11am EST on YouTube and X. https://t.co/A2nr4U98Rs
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RT @gregisenberg: Below you'll find the official trailer for the documentary "The AI Gold Rush"
I’m documenting this insane moment in time where apps go from idea to $1M–$100M ARR faster than anyone thought possible with AI
Tomorrow 9/24 part 1 of 5 premieres at 11am EST on YouTube and X. https://t.co/A2nr4U98Rs
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Offshore
Video
Umesh
RT @francolli: Rough sketchpad idea inspired by @umesh_ai with his motorcycle vids over the last couple of days. Rough but getting there https://t.co/T4bnYFgLjF
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RT @francolli: Rough sketchpad idea inspired by @umesh_ai with his motorcycle vids over the last couple of days. Rough but getting there https://t.co/T4bnYFgLjF
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: MercadoLibre $MELI is up an impressive +53% year-to-date and nearing all-time highs💸
Yet the stock STILL trades at a more attractive valuation than it did at the start of 2025 🤯
Scale. Economies. Shared. 🤝 https://t.co/j1v1KIJO03
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RT @DimitryNakhla: MercadoLibre $MELI is up an impressive +53% year-to-date and nearing all-time highs💸
Yet the stock STILL trades at a more attractive valuation than it did at the start of 2025 🤯
Scale. Economies. Shared. 🤝 https://t.co/j1v1KIJO03
Nick Sleep is one of the greatest investors, generating 20.8% CAGR from 2001 to 2013 📈
Nick ran a concentrated fund, with $AMZN & $COST stock each accounting for >20% of the Nomad Partnership at various points 💸
Here’s the secret to his incredible track record 🧵 https://t.co/9mDupZqv57 - Dimitry Nakhla | Babylon Capital®tweet
Offshore
Video
Umesh
Take 6!
Prompt : From a soaring aerial, the rider rockets across a collapsing skyline, rooftops narrowing into jagged ledges. Camera hovers tight above as he angles through curved glass and steel, void yawning between buildings. Each rooftop leap sparks drama, until he threads impossibly across the final span, city blurring below.
Made with 2.5 Turbo on @Kling_ai !
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Take 6!
Prompt : From a soaring aerial, the rider rockets across a collapsing skyline, rooftops narrowing into jagged ledges. Camera hovers tight above as he angles through curved glass and steel, void yawning between buildings. Each rooftop leap sparks drama, until he threads impossibly across the final span, city blurring below.
Made with 2.5 Turbo on @Kling_ai !
Take 5! https://t.co/mrXVTmO5pw - Umeshtweet
Offshore
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Umesh
Brilliant tokens!
Prompt: Otherworldly, glitchscape machine man fusion epic arrival --chaos 25 --ar 16:9 https://t.co/FcgTpuhyyI
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Brilliant tokens!
Prompt: Otherworldly, glitchscape machine man fusion epic arrival --chaos 25 --ar 16:9 https://t.co/FcgTpuhyyI
🎨 IMAGINERY TOKENS MIDJOURNEY V7 🎨
For those who follow me since a long time you know I liked to play with imaginery tokens and to see how AI reacts with them ..
Here 4 new ones with some possible interpretations :
* Glitchscape :
The image may look partially corrupted or decayed in an artificial way
* Synesthesia :
The image might be an artistic interpretation of a non-visual sensation.
* Otherworldly :
The environment would look fantastical and unfamiliar.
* Bioluminary :
Might illuminate subjects with biological light
Same Base prompt used here :
[TOKEN ] Man --v 7
It's not very stable and consistent and it's fun to play with...
Try them , mix them , use them in other tools , share your creations if you want to.
Find all images first comment
1/2 - LudovicCreatortweet