Offshore
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Quiver Quantitative
$ICHR has now risen 53% since we posted this report.
Up another 10% today.
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$ICHR has now risen 53% since we posted this report.
Up another 10% today.
BREAKING: Representative Debbie Wasserman Schultz has bought stock in a company called Ichor, $ICHR.
Ichor designs components for semiconductor capital equipment.
This is the first time we have seen a politician buy the stock in over 8 years.
We'll be keeping an eye on $ICHR. https://t.co/Lxfp6hTA9W tweet
Offshore
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Investing visuals
$ASML Q3 visualized & highlights:
• Net bookings: €5.4B (Est. €5.2B)
• Revenue €7.5B (Est. €7.65B)
• Gross Margin: 51.6% (Est. 51.3%)
Outlook
• Q4: revenue €9.2-9.8B (Est. €9.3B)
• 2026 reiterated as growth year
• Warns of sharp China slowdown
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$ASML Q3 visualized & highlights:
• Net bookings: €5.4B (Est. €5.2B)
• Revenue €7.5B (Est. €7.65B)
• Gross Margin: 51.6% (Est. 51.3%)
Outlook
• Q4: revenue €9.2-9.8B (Est. €9.3B)
• 2026 reiterated as growth year
• Warns of sharp China slowdown
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Offshore
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Umesh
RT @icreatelife: Veo 3.1 is released in Adobe Firefly and Adobe Firefly Boards 🎉 https://t.co/wZQkUCGnN1
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RT @icreatelife: Veo 3.1 is released in Adobe Firefly and Adobe Firefly Boards 🎉 https://t.co/wZQkUCGnN1
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Offshore
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Quiver Quantitative
We've started writing code to track suspicious trades on @Polymarket.
We'll keep you updated on what we find. https://t.co/WfUHb4x9Aa
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We've started writing code to track suspicious trades on @Polymarket.
We'll keep you updated on what we find. https://t.co/WfUHb4x9Aa
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Offshore
Video
Umesh
First, I tried Veo 3.1 Fast on Leonardo AI.
It seems like timelapse prompts work better!
Prompt : Locked-off camera from a slightly elevated position behind a windswept cliff. Foreground: tall, sun-bleached grass and dusty soil filling ~70% of frame; midground: broken edge of the cliff leading to stratified, slate-gray headlands; background: pale, hazy sky; right side: calm, blue-gray ocean with faint ripples. Time accelerates: wind animates the grass; bulldozers enter from left, carve a flat plateau near the cliff edge, soil darkens, dust plumes drift and settle; machines exit. Concrete is poured in segments, curing from wet to matte. Steel columns rise grid-like; beams connect; a minimal, low-slung villa takes shape. Large glass panels slide in, catching soft overcast glints that mirror the sea. An infinity pool forms at the edge—water fills, aligns visually with the horizon. Sparse desert plants and agaves populate terraces, subtle irrigation darkens soil then dries. Lighting phases through day–night cycles; by warm sunset, interior lights glow softly, reflections melt into the ocean; the villa appears native to the landscape. Maintain realistic scale, natural color palette, gentle haze, and zero camera motion.
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First, I tried Veo 3.1 Fast on Leonardo AI.
It seems like timelapse prompts work better!
Prompt : Locked-off camera from a slightly elevated position behind a windswept cliff. Foreground: tall, sun-bleached grass and dusty soil filling ~70% of frame; midground: broken edge of the cliff leading to stratified, slate-gray headlands; background: pale, hazy sky; right side: calm, blue-gray ocean with faint ripples. Time accelerates: wind animates the grass; bulldozers enter from left, carve a flat plateau near the cliff edge, soil darkens, dust plumes drift and settle; machines exit. Concrete is poured in segments, curing from wet to matte. Steel columns rise grid-like; beams connect; a minimal, low-slung villa takes shape. Large glass panels slide in, catching soft overcast glints that mirror the sea. An infinity pool forms at the edge—water fills, aligns visually with the horizon. Sparse desert plants and agaves populate terraces, subtle irrigation darkens soil then dries. Lighting phases through day–night cycles; by warm sunset, interior lights glow softly, reflections melt into the ocean; the villa appears native to the landscape. Maintain realistic scale, natural color palette, gentle haze, and zero camera motion.
VEO 3.1 Is Here
More Control. More of Your Vision.
Sharper realism. Smoother motion. Smarter storytelling. VEO 3.1 gives you total control of your cinematic vision.
What’s new:
◦ End Frames: Define how your story ends with precision and control.
◦ Enhanced Fidelity: More realistic motion, depth, and detail.
◦ Smarter Expression: Human gestures and emotion that feel real.
Still includes everything you love about VEO - seamless video and audio generation, text-to-video, and multi-modal creation - now faster, sharper, and more intuitive.
Brought to you first, as official Google launch partner.
VEO 3.1 Now available on https://t.co/9TJ9gzjykj. tweet
Offshore
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Quiver Quantitative
JUST IN: Representative Thomas Massie just had his biggest quarter of fundraising EVER.
97% came from individual donors.
This comes after a "MAGA KY" super PAC was launched by billionaires in an attempt to remove Massie from office.
Screenshot from Quiver: https://t.co/5j2K4gvkAM
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JUST IN: Representative Thomas Massie just had his biggest quarter of fundraising EVER.
97% came from individual donors.
This comes after a "MAGA KY" super PAC was launched by billionaires in an attempt to remove Massie from office.
Screenshot from Quiver: https://t.co/5j2K4gvkAM
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Offshore
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Yellowbrick Investing
Added 56 new stock write-ups to the site (pt 1):
@hughieforbes (liquidation watchlist) - $PRSR.L, $ENX.JO, $2020.OL, $SCOIN.OL, $DPA.L, $SHO, $LLL.AX, $WCM-A.TO, $LABS.L, $WHI.L, $SEIT.L, $SSON.L, $CAU.L
@TMoodyInvest - $ZD
@HawkinsEntrekin - $NVDA (short) https://t.co/zdIrbKoN6Q
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Added 56 new stock write-ups to the site (pt 1):
@hughieforbes (liquidation watchlist) - $PRSR.L, $ENX.JO, $2020.OL, $SCOIN.OL, $DPA.L, $SHO, $LLL.AX, $WCM-A.TO, $LABS.L, $WHI.L, $SEIT.L, $SSON.L, $CAU.L
@TMoodyInvest - $ZD
@HawkinsEntrekin - $NVDA (short) https://t.co/zdIrbKoN6Q
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AkhenOsiris
$FLUT $DKNG $GENI $SRAD
Sportico:
One day after Kalshi began offering customizable parlays on NFL games for the first time at scale on Sept. 29, DraftKings and FanDuel parent Flutter saw their stocks lose billions of dollars off their market caps.
The custom parlays that caused such a ripple effect, however, remain a tiny part of Kalshi’s overall activity. They only saw $6 million in trading volume—the go-to prediction market activity metric—in their first week on the platform. In their second week, that number rose to just $10.1 million.
Kalshi initially launched only single-game parlays but has since added multi-game parlays to its offerings. There was $5.5 million in volume on same-page parlays and $4.6 million on multi-game parlays between Oct. 6 and Oct. 12. Combined, parlays represented roughly 3.1% of the $330.5 million in total volume on Kalshi’s NFL contracts last week, and an even smaller 1.1% of its overall volume.
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$FLUT $DKNG $GENI $SRAD
Sportico:
One day after Kalshi began offering customizable parlays on NFL games for the first time at scale on Sept. 29, DraftKings and FanDuel parent Flutter saw their stocks lose billions of dollars off their market caps.
The custom parlays that caused such a ripple effect, however, remain a tiny part of Kalshi’s overall activity. They only saw $6 million in trading volume—the go-to prediction market activity metric—in their first week on the platform. In their second week, that number rose to just $10.1 million.
Kalshi initially launched only single-game parlays but has since added multi-game parlays to its offerings. There was $5.5 million in volume on same-page parlays and $4.6 million on multi-game parlays between Oct. 6 and Oct. 12. Combined, parlays represented roughly 3.1% of the $330.5 million in total volume on Kalshi’s NFL contracts last week, and an even smaller 1.1% of its overall volume.
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AkhenOsiris
$FLUT $DKNG $GENI $SRAD
Kalshi’s weekend volume was down:
- The college football drop has been relatively small, but trading is down each of the past two Saturdays.
- The drop for NFL Sundays is starker, from $297 million two Sundays ago to $221 million this past Sunday. There were two Monday Night Football games this week, but that’s not enough to explain the entire drop. To wit, Kalshi saw $221 million in volume just on NFL moneylines the previous Sunday.
H/T https://t.co/UarMFSEgQy
@dustingouker
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$FLUT $DKNG $GENI $SRAD
Kalshi’s weekend volume was down:
- The college football drop has been relatively small, but trading is down each of the past two Saturdays.
- The drop for NFL Sundays is starker, from $297 million two Sundays ago to $221 million this past Sunday. There were two Monday Night Football games this week, but that’s not enough to explain the entire drop. To wit, Kalshi saw $221 million in volume just on NFL moneylines the previous Sunday.
H/T https://t.co/UarMFSEgQy
@dustingouker
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Offshore
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Investing visuals
Something I learned the hard way: position sizing matters. A lot.
In the past, I would:
• Do extensive research
• Build conviction
• Just to start a 1% position
These days, I size my positions according to my conviction. It made a huge difference in my returns. https://t.co/nw8d8g2rK0
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Something I learned the hard way: position sizing matters. A lot.
In the past, I would:
• Do extensive research
• Build conviction
• Just to start a 1% position
These days, I size my positions according to my conviction. It made a huge difference in my returns. https://t.co/nw8d8g2rK0
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