Offshore
Photo
App Economy Insights
$NFLX Netflix reports on Tuesday.
• The company no longer reports subscribers.
• Instead, operating profit is the north star.
• Management expects ~$13.3B in FY25.
Here's the operating profit trend over the past 5 years.
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$NFLX Netflix reports on Tuesday.
• The company no longer reports subscribers.
• Instead, operating profit is the north star.
• Management expects ~$13.3B in FY25.
Here's the operating profit trend over the past 5 years.
tweet
Offshore
Photo
App Economy Insights
$NFLX Netflix reports on Tuesday.
• The company no longer reports subscribers.
• Instead, operating profit is the north star.
• Management expects ~$13.3B in FY25.
Here's the operating profit trend over the past 5 years. https://t.co/2jL2SLCXAc
tweet
$NFLX Netflix reports on Tuesday.
• The company no longer reports subscribers.
• Instead, operating profit is the north star.
• Management expects ~$13.3B in FY25.
Here's the operating profit trend over the past 5 years. https://t.co/2jL2SLCXAc
tweet
Offshore
Video
Umesh
Aligning the question reveals the answer standing tall!
Start frame : Midjourney
End frame : Riverflow 1 on @runware
Video : Kling AI 2.1
Upscale : @topazlabs
Music : ElevenLabs
#Riverflow #OneShot https://t.co/busLUUPnLE
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Aligning the question reveals the answer standing tall!
Start frame : Midjourney
End frame : Riverflow 1 on @runware
Video : Kling AI 2.1
Upscale : @topazlabs
Music : ElevenLabs
#Riverflow #OneShot https://t.co/busLUUPnLE
Want free credits to try Riverflow and a chance to win $1000? Join the #OneShot challenge 👇
Like and reshare the quoted post and DM us to get $10 Runware credit.
For a shot at the $1000 prize:
• Generate an image with Riverflow
• Post it with #Riverflow and #OneShot
💰 Our favourite one-shot wins $1000! tweet
Yellowbrick Investing
$CRMT
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$CRMT
We think America's Car-Mart $CRMT should trade at nearly $80 (vs current px of $25) and have a significant position. It seems priced for distress even though credit quality is solid/improving; reminds me of "baby/bathwater" SVB days. Thread, not investment advice (1/n): tweet
X (formerly Twitter)
Askeladden Capital (@AskeladdenTX) on X
We think America's Car-Mart $CRMT should trade at nearly $80 (vs current px of $25) and have a significant position. It seems priced for distress even though credit quality is solid/improving; reminds me of "baby/bathwater" SVB days. Thread, not investment…
AkhenOsiris
$FLUT $DKNG $GENI $SRAD
Jefferies:
Data showed Kalshi volume fell 5% WoW for the week ending Oct 12 and was down 26% WoW on the Sunday, despite one additional game vs. the prior week. App data revealed a similar picture, with Kalshi app actives falling -3% for the week and -12% on Sunday. Jefferies also pointed out that app downloads continue to skew towards unregulated states.
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$FLUT $DKNG $GENI $SRAD
Jefferies:
Data showed Kalshi volume fell 5% WoW for the week ending Oct 12 and was down 26% WoW on the Sunday, despite one additional game vs. the prior week. App data revealed a similar picture, with Kalshi app actives falling -3% for the week and -12% on Sunday. Jefferies also pointed out that app downloads continue to skew towards unregulated states.
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Offshore
Photo
ToffCap
Out with TMM #75, our weekly overview of actionable event-driven and special sits 🔥🔥
A reminder that there's always plenty of free stuff in front of the paywall!!
This week:
- insiders showing the way
- upcoming deal busts (ioo)
- steady liquidations at still great r/r
- stocks with some juicy hype potential (we've been hitting quite a few home-runs on these ones)
- a lot of activist action (one of our highest alpha generating flags)
- some interesting rights issues
- 'just' some great lookin' companies
- ... and much more.
As always @ToffCap
Enjoy!
tweet
Out with TMM #75, our weekly overview of actionable event-driven and special sits 🔥🔥
A reminder that there's always plenty of free stuff in front of the paywall!!
This week:
- insiders showing the way
- upcoming deal busts (ioo)
- steady liquidations at still great r/r
- stocks with some juicy hype potential (we've been hitting quite a few home-runs on these ones)
- a lot of activist action (one of our highest alpha generating flags)
- some interesting rights issues
- 'just' some great lookin' companies
- ... and much more.
As always @ToffCap
Enjoy!
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Yellowbrick Investing
$CMRC
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$CMRC
$CMRC take the $500M revenue target x 5 ev/revs multiple and that is $30+ stock. that would take the guidance at face value, and give them below average software ecommerce multiple. Split the revs target and use 4x ARR and its $18. effing outrageous set up at $4 tweet
X (formerly Twitter)
BoxLongs (@BoxLongs) on X
$CMRC take the $500M revenue target x 5 ev/revs multiple and that is $30+ stock. that would take the guidance at face value, and give them below average software ecommerce multiple. Split the revs target and use 4x ARR and its $18. effing outrageous set up…
Offshore
Photo
Quiver Quantitative
We sent out an alert when Nancy Pelosi filed a purchase of Tempus AI call options in January.
$TEM has now risen 198% since the trade. https://t.co/bMTz0ZkUL3
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We sent out an alert when Nancy Pelosi filed a purchase of Tempus AI call options in January.
$TEM has now risen 198% since the trade. https://t.co/bMTz0ZkUL3
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Offshore
Video
Umesh
Camera movement is one of the strongest tools in visual storytelling.
Adobe Firefly has an amazing Camera Motion Reference feature that lets you copy any camera move!
Here’s a thread with 5 great examples and how to try them in Adobe Firefly 🧵
1. Push-in
This post is sponsored by Adobe Firefly via my @Adobe Firefly Ambassador partnership.
#AdobeFireflyAmbassadors #Ad #MotionReferenceVideoGeneration
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Camera movement is one of the strongest tools in visual storytelling.
Adobe Firefly has an amazing Camera Motion Reference feature that lets you copy any camera move!
Here’s a thread with 5 great examples and how to try them in Adobe Firefly 🧵
1. Push-in
This post is sponsored by Adobe Firefly via my @Adobe Firefly Ambassador partnership.
#AdobeFireflyAmbassadors #Ad #MotionReferenceVideoGeneration
tweet
Offshore
Photo
Alex Prompter
This might be the most disturbing AI paper of 2025 ☠️
Scientists just proved that large language models can literally rot their own brains the same way humans get brain rot from scrolling junk content online.
They fed models months of viral Twitter data short, high-engagement posts and watched their cognition collapse:
- Reasoning fell by 23%
- Long-context memory dropped 30%
- Personality tests showed spikes in narcissism & psychopathy
And get this even after retraining on clean, high-quality data, the damage didn’t fully heal.
The representational “rot” persisted.
It’s not just bad data → bad output.
It’s bad data → permanent cognitive drift.
The AI equivalent of doomscrolling is real. And it’s already happening.
Full study: llm-brain-rot. github. io
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This might be the most disturbing AI paper of 2025 ☠️
Scientists just proved that large language models can literally rot their own brains the same way humans get brain rot from scrolling junk content online.
They fed models months of viral Twitter data short, high-engagement posts and watched their cognition collapse:
- Reasoning fell by 23%
- Long-context memory dropped 30%
- Personality tests showed spikes in narcissism & psychopathy
And get this even after retraining on clean, high-quality data, the damage didn’t fully heal.
The representational “rot” persisted.
It’s not just bad data → bad output.
It’s bad data → permanent cognitive drift.
The AI equivalent of doomscrolling is real. And it’s already happening.
Full study: llm-brain-rot. github. io
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