Offshore
Photo
Umesh
RT @AllaAisling: 🎬 Adobe Firefly's new Camera Motion Reference feature is a game-changer for video creators.
You can now extract camera movements from ANY video and apply them to AI-generated content.
Here's exactly how to use it + real-world examples to get your creativity started 🧵
This post is sponsored by Adobe Firefly through a paid partnership as an @Adobe Firefly Ambassador.
#AdobeFireflyAmbassadors – #Ad – #MotionReferenceVideoGeneration
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RT @AllaAisling: 🎬 Adobe Firefly's new Camera Motion Reference feature is a game-changer for video creators.
You can now extract camera movements from ANY video and apply them to AI-generated content.
Here's exactly how to use it + real-world examples to get your creativity started 🧵
This post is sponsored by Adobe Firefly through a paid partnership as an @Adobe Firefly Ambassador.
#AdobeFireflyAmbassadors – #Ad – #MotionReferenceVideoGeneration
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Yellowbrick Investing
Some interesting recent stock pitches:
$AQZ.AX - Australian aviation operator at 6x P/E. Qantas blocked from buying at 20x P/E in 2022. Pacific Equity Partners showing acquisition interest @puppyeh1 @acidinvestments
$B3SA3.SA / $BOLSY - Brazil’s main stock exchange. Weak USD benefits emerging markets. Potential pro-biz president in 2026 elections
$4063.T - Leading Japanese chemical co. Leader in PVC and silicon wafers. Wafer biz benefits from AI/chip boom. PVC benefits from infra spend. P/E discount to peers. @nicknemo17 @felix__archive
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Some interesting recent stock pitches:
$AQZ.AX - Australian aviation operator at 6x P/E. Qantas blocked from buying at 20x P/E in 2022. Pacific Equity Partners showing acquisition interest @puppyeh1 @acidinvestments
$B3SA3.SA / $BOLSY - Brazil’s main stock exchange. Weak USD benefits emerging markets. Potential pro-biz president in 2026 elections
$4063.T - Leading Japanese chemical co. Leader in PVC and silicon wafers. Wafer biz benefits from AI/chip boom. PVC benefits from infra spend. P/E discount to peers. @nicknemo17 @felix__archive
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Offshore
Photo
Investing visuals
10 high quality software stocks:
• Elite (>60): $PLTR, $FIG, $VEEV, $RBRK
• Very high (54 - 60): $MNDY, $DDOG
• High (50 - 53): $PANW, $NOW, $ADBE, $FROG https://t.co/Ay3Nlvx2eZ
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10 high quality software stocks:
• Elite (>60): $PLTR, $FIG, $VEEV, $RBRK
• Very high (54 - 60): $MNDY, $DDOG
• High (50 - 53): $PANW, $NOW, $ADBE, $FROG https://t.co/Ay3Nlvx2eZ
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Offshore
Photo
Umesh
These images might make you feel dizzy!
Prompt: vertigo grace abstraction --chaos 60 --ar 16:9 --profile 6xd26z9 --stylize 500 https://t.co/SYdorV0Mgv
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These images might make you feel dizzy!
Prompt: vertigo grace abstraction --chaos 60 --ar 16:9 --profile 6xd26z9 --stylize 500 https://t.co/SYdorV0Mgv
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Offshore
Photo
Dimitry Nakhla | Babylon Capital®
“During the second quarter of fiscal 2025, TransDigm repurchased 42,669 shares of its common stock at an average price per share of $1,249.52 for a total amount of approximately $53 million.”
Why’s this relevant?
Management typically repurchases shares with a disciplined approach and focus on compounding shareholder value at roughly 20% annualized returns
$TDG trades near $1,250
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“During the second quarter of fiscal 2025, TransDigm repurchased 42,669 shares of its common stock at an average price per share of $1,249.52 for a total amount of approximately $53 million.”
Why’s this relevant?
Management typically repurchases shares with a disciplined approach and focus on compounding shareholder value at roughly 20% annualized returns
$TDG trades near $1,250
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Offshore
Video
Umesh
Prompt: The camera rockets up from below jagged Alpine cliffs in a rapid, continuous ascent, tilting down a few degrees more with every meter to reveal a thunderous gorge and glacier-fed river far beneath, until it snaps onto a lone figure braced on a knife-edge ridge, staring into the plunging valley.
Made with @Kling_ai 2.5 Turbo
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Prompt: The camera rockets up from below jagged Alpine cliffs in a rapid, continuous ascent, tilting down a few degrees more with every meter to reveal a thunderous gorge and glacier-fed river far beneath, until it snaps onto a lone figure braced on a knife-edge ridge, staring into the plunging valley.
Made with @Kling_ai 2.5 Turbo
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Offshore
Photo
Investing visuals
$ASML vs $TSM side by side after both posted strong Q3 earnings.
Key take-away: AI is still in full swing. https://t.co/heGU6OJLaX
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$ASML vs $TSM side by side after both posted strong Q3 earnings.
Key take-away: AI is still in full swing. https://t.co/heGU6OJLaX
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