Offshore
Photo
Quiver Quantitative
[UPDATE]
We recently posted a report on Marjorie Taylor Greene's purchase of Impinj stock, $PI.
It caught our eye, because it was a small company that no one in Congress had traded for years.
The stock has now risen 177% since her April 4th purchase. https://t.co/tGJEnK7fIj
tweet
[UPDATE]
We recently posted a report on Marjorie Taylor Greene's purchase of Impinj stock, $PI.
It caught our eye, because it was a small company that no one in Congress had traded for years.
The stock has now risen 177% since her April 4th purchase. https://t.co/tGJEnK7fIj
tweet
Offshore
Photo
Yellowbrick Investing
Added 65 new stock write-ups to the site (pt final):
@DavidDiranko (Monday Monitor) - $UNTC, $ENQ.L, $MORLD.OL, $GQG.AX, $TWR.AX
@Fintegrate - $APP, $ISRG
@SCapStrategist - $ANDR.VI (overview)
@nicknemo17 - $TDOC
@BrowarekMateusz - $MSP.WA (overview)
fund letters
and more... https://t.co/ASmOCph0BG
tweet
Added 65 new stock write-ups to the site (pt final):
@DavidDiranko (Monday Monitor) - $UNTC, $ENQ.L, $MORLD.OL, $GQG.AX, $TWR.AX
@Fintegrate - $APP, $ISRG
@SCapStrategist - $ANDR.VI (overview)
@nicknemo17 - $TDOC
@BrowarekMateusz - $MSP.WA (overview)
fund letters
and more... https://t.co/ASmOCph0BG
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Fair Isaac is well-positioned to capitalize on a potential mortgage rate refinancing surge 💵
$FICO https://t.co/yuH39UzAMC
tweet
Fair Isaac is well-positioned to capitalize on a potential mortgage rate refinancing surge 💵
$FICO https://t.co/yuH39UzAMC
tweet
Offshore
Video
The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: Mastering OpenAI's NEW AI AGENT builder in 26 mins:
– start with one simple flow (lead capture or faq bot) before adding logic complexity.
– use vector stores sparingly - too much context slows performance.
– name your nodes clearly so you can debug fast.
– integrate with chatkit early if you plan to embed it on a site.
– test edge cases (misclassifications, loops, context drops).
– think in outcomes, not features - what task can an agent take off your plate today?
– treat this as a sandbox, not production - learn what’s possible before scaling.
ideas on what you can build (to get your creative juices flowing):
– lead qualification → build a multi-agent flow that classifies visitors as hot, warm, or cold, then sends data straight into hubspot or notion crm.
– product onboarding → use logic nodes to detect user type (beginner vs. pro) and serve different walkthroughs automatically.
– customer support → route basic questions to a support agent, complex ones to human reps, and have it all sync to slack or intercom.
it’s still early.
the ui has limits, the logic feels clunky, and customization can’t yet match purpose-built platforms like lindy, which give you deeper control and long-term memory.
but it's worth taking it for a spin. will be interesting to see how it evolves.
and @amirmxt does a remarkable job clearly explaining how to build with agentkit etc on @startupideaspod (you can follow for more)
full ep on yt will be in the replies.
What do you think of OpenAI new agent builder?
tweet
RT @gregisenberg: Mastering OpenAI's NEW AI AGENT builder in 26 mins:
– start with one simple flow (lead capture or faq bot) before adding logic complexity.
– use vector stores sparingly - too much context slows performance.
– name your nodes clearly so you can debug fast.
– integrate with chatkit early if you plan to embed it on a site.
– test edge cases (misclassifications, loops, context drops).
– think in outcomes, not features - what task can an agent take off your plate today?
– treat this as a sandbox, not production - learn what’s possible before scaling.
ideas on what you can build (to get your creative juices flowing):
– lead qualification → build a multi-agent flow that classifies visitors as hot, warm, or cold, then sends data straight into hubspot or notion crm.
– product onboarding → use logic nodes to detect user type (beginner vs. pro) and serve different walkthroughs automatically.
– customer support → route basic questions to a support agent, complex ones to human reps, and have it all sync to slack or intercom.
it’s still early.
the ui has limits, the logic feels clunky, and customization can’t yet match purpose-built platforms like lindy, which give you deeper control and long-term memory.
but it's worth taking it for a spin. will be interesting to see how it evolves.
and @amirmxt does a remarkable job clearly explaining how to build with agentkit etc on @startupideaspod (you can follow for more)
full ep on yt will be in the replies.
What do you think of OpenAI new agent builder?
tweet
Offshore
Photo
Umesh
Feels like it was Level 1 just yesterday, remember chatting with GPT-3.5?
It wasn’t that long ago. Today, we see math problems being solved with the assistance of AI.
The world is not the same anymore.
The percentage of people who disagree with the progress of AI is declining by the day.
tweet
Feels like it was Level 1 just yesterday, remember chatting with GPT-3.5?
It wasn’t that long ago. Today, we see math problems being solved with the assistance of AI.
The world is not the same anymore.
The percentage of people who disagree with the progress of AI is declining by the day.
In a little over a year, we’ve gone from Level 1 to nearly Level 4. Level 5 is the boss fight, so it won’t be easy, but we’ll get there within two years, at most.
The question is, what’s next? What will Levels 6 through 10 look like? We should start thinking about that now! https://t.co/KYhjn2yJju tweet
Offshore
Photo
Investing visuals
If you want exposure to semis but don’t want to pick individual stocks, $SMH is worth a look.
It’s one of the best-performing ETFs, up 287% over the past 5 years. https://t.co/yywN9fGDXr
tweet
If you want exposure to semis but don’t want to pick individual stocks, $SMH is worth a look.
It’s one of the best-performing ETFs, up 287% over the past 5 years. https://t.co/yywN9fGDXr
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Roper Technologies, a top holding of Chuck Akre (8% allocation as of Q2 25’ 13F), now trades near its lowest valuation in 5 years
The last time $ROP traded for 23x & a 4.9% FCF Yield was during the extended 2022 bear market https://t.co/RuoLet1wdK
tweet
RT @DimitryNakhla: Roper Technologies, a top holding of Chuck Akre (8% allocation as of Q2 25’ 13F), now trades near its lowest valuation in 5 years
The last time $ROP traded for 23x & a 4.9% FCF Yield was during the extended 2022 bear market https://t.co/RuoLet1wdK
tweet