Offshore
Photo
AkhenOsiris
Fuck $CART (and any others engaged in this)
https://t.co/H8XZd8baYr
To determine if Instacart is experimenting with pricing, and if so, just how costly it is for shoppers, Groundwork Collaborative, Consumer Reports, and More Perfect Union conducted an independent experiment involving 437 shoppers in live tests across four cities. Researchers assisted shoppers in simultaneously adding items from a specific grocery store to their Instacart shopping carts, but they stopped short of making the purchase. Researchers measured the prices displayed to each shopper and how much those prices varied from one shopper to the next. The results demonstrate how companies could quietly and opaquely charge different customers different prices for the same groceries:
Almost three quarters (74%) of grocery items in the experiment were offered to shoppers at multiple price points on Instacart. The platform offered as many as five different sales prices for the exact same grocery item, in the exact same store, at the exact same time. A dozen Lucerne eggs sold for $3.99, $4.28, $4.59, $4.69, and $4.79 on Instacart at a Safeway store in Washington, D.C. A box of Clif Chocolate Chip Energy bars (10 count) sold for $19.43, $19.99, and $21.99 on Instacart at a Safeway store in Seattle.
Of those items that we found Instacart experimented on, the average difference between the lowest and highest prices was 13%. Some shoppers found grocery prices that were up to 23% higher than prices available to other shoppers for the exact same items, in the exact same store, at the exact same time. A box of Signature SELECT Corn Flakes (18 ounce) on Instacart from a Safeway store in Washington, D.C., sold for $2.99, $3.49, and $3.69, with the highest price 23% greater than the lowest one.
Researchers found that overall Instacart basket totals varied by an average of about 7% for the exact same items from the exact same locations, at the exact same time. The exact same basket of groceries on Instacart from a Safeway store in Seattle, cost some shoppers $114.34, while other shoppers were shown $119.85 and $123.93. At a Target store in North Canton, Ohio, shoppers were shown different prices — $84.43, $84.81, $84.92, $87.91, and $90.47 — for the same basket of groceries.
Based on the average of about 7% difference in basket totals and the amount that Instacart says the average household of four spends on groceries in the U.S., that could translate into a cost swing of about $1,200 per year.
tweet
Fuck $CART (and any others engaged in this)
https://t.co/H8XZd8baYr
To determine if Instacart is experimenting with pricing, and if so, just how costly it is for shoppers, Groundwork Collaborative, Consumer Reports, and More Perfect Union conducted an independent experiment involving 437 shoppers in live tests across four cities. Researchers assisted shoppers in simultaneously adding items from a specific grocery store to their Instacart shopping carts, but they stopped short of making the purchase. Researchers measured the prices displayed to each shopper and how much those prices varied from one shopper to the next. The results demonstrate how companies could quietly and opaquely charge different customers different prices for the same groceries:
Almost three quarters (74%) of grocery items in the experiment were offered to shoppers at multiple price points on Instacart. The platform offered as many as five different sales prices for the exact same grocery item, in the exact same store, at the exact same time. A dozen Lucerne eggs sold for $3.99, $4.28, $4.59, $4.69, and $4.79 on Instacart at a Safeway store in Washington, D.C. A box of Clif Chocolate Chip Energy bars (10 count) sold for $19.43, $19.99, and $21.99 on Instacart at a Safeway store in Seattle.
Of those items that we found Instacart experimented on, the average difference between the lowest and highest prices was 13%. Some shoppers found grocery prices that were up to 23% higher than prices available to other shoppers for the exact same items, in the exact same store, at the exact same time. A box of Signature SELECT Corn Flakes (18 ounce) on Instacart from a Safeway store in Washington, D.C., sold for $2.99, $3.49, and $3.69, with the highest price 23% greater than the lowest one.
Researchers found that overall Instacart basket totals varied by an average of about 7% for the exact same items from the exact same locations, at the exact same time. The exact same basket of groceries on Instacart from a Safeway store in Seattle, cost some shoppers $114.34, while other shoppers were shown $119.85 and $123.93. At a Target store in North Canton, Ohio, shoppers were shown different prices — $84.43, $84.81, $84.92, $87.91, and $90.47 — for the same basket of groceries.
Based on the average of about 7% difference in basket totals and the amount that Instacart says the average household of four spends on groceries in the U.S., that could translate into a cost swing of about $1,200 per year.
tweet
Offshore
Video
EndGame Macro
https://t.co/xq1QcEH1AU
tweet
https://t.co/xq1QcEH1AU
BREAKING: 236,000 people filed for unemployment last week, above expectations. tweet
Offshore
Photo
The Few Bets That Matter
You only need a few great names to make a fortune, as long as you size up when you find them.
So why not focus on those only?
Current positions: $TMDX $ALAB $ONON $ETH $BTC $BABA $NBIS
👇
https://t.co/hU7DJiXwyQ
tweet
You only need a few great names to make a fortune, as long as you size up when you find them.
So why not focus on those only?
Current positions: $TMDX $ALAB $ONON $ETH $BTC $BABA $NBIS
👇
https://t.co/hU7DJiXwyQ
tweet
Offshore
Photo
EndGame Macro
Silver’s ripping because a bunch of slow moving forces finally hit at the same time. We’ve been running a structural supply deficit for years, inventories keep thinning out, and mine production hasn’t meaningfully grown because most silver comes as a by product, you can’t just flip a switch and make more. At the same time, industrial demand has quietly become the real driver with solar, EVs, AI hardware, data centers…all of that is pulling silver into the must have input category where buyers don’t back off when the price jumps.
Then you layer on a Fed that’s easing, real yields drifting lower, and investors nervous about debt, deficits, and the dollar, and suddenly silver looks like the cheaper, higher beta version of gold. So this move is the overdue collision of tight supply, price inelastic demand, and a macro backdrop that invites people back into hard assets.
tweet
Silver’s ripping because a bunch of slow moving forces finally hit at the same time. We’ve been running a structural supply deficit for years, inventories keep thinning out, and mine production hasn’t meaningfully grown because most silver comes as a by product, you can’t just flip a switch and make more. At the same time, industrial demand has quietly become the real driver with solar, EVs, AI hardware, data centers…all of that is pulling silver into the must have input category where buyers don’t back off when the price jumps.
Then you layer on a Fed that’s easing, real yields drifting lower, and investors nervous about debt, deficits, and the dollar, and suddenly silver looks like the cheaper, higher beta version of gold. So this move is the overdue collision of tight supply, price inelastic demand, and a macro backdrop that invites people back into hard assets.
Silver soars to $64 for the first time in history 🚨📈 Dear God 🤯👀 https://t.co/2ffpTOUB1E tweet
Offshore
Photo
Quiver Quantitative
Why to track politicians on Quiver:
Last year, we noticed a suspicious trade made by Representative Debbie Wasserman Schultz.
We posted this report.
$HL has now risen 272% since the trade was made. https://t.co/VQQbo5VItA
tweet
Why to track politicians on Quiver:
Last year, we noticed a suspicious trade made by Representative Debbie Wasserman Schultz.
We posted this report.
$HL has now risen 272% since the trade was made. https://t.co/VQQbo5VItA
tweet
The Few Bets That Matter
$TMDX has reshaped the transplant industry by making Donation after Circulatory Death (DCD) organs scalable.
Since the liver OCS rolled out late 2021, DCD liver transplants grew at 10% CAGR. That’s about 3,500 additional liver transplants compared with what we would have expected without this tech. On top of that, success rates climbed from ~62.5% to ~70% over the same period.
$TMDX OCS is the main driver behind this jump in usable organs and better results. This is what the company does, and data backs their systems.
A system which allows organs to function outside of a body, allows organisation, transportation, better conservation and therefore higher outcomes. Combined with an optimized logistic and medical service to provide the best end-to-end system.
Scalling is a matter of time. Expanding to other organs is a matter of time. Expanding to other geographies is a matter of time.
tweet
$TMDX has reshaped the transplant industry by making Donation after Circulatory Death (DCD) organs scalable.
Since the liver OCS rolled out late 2021, DCD liver transplants grew at 10% CAGR. That’s about 3,500 additional liver transplants compared with what we would have expected without this tech. On top of that, success rates climbed from ~62.5% to ~70% over the same period.
$TMDX OCS is the main driver behind this jump in usable organs and better results. This is what the company does, and data backs their systems.
A system which allows organs to function outside of a body, allows organisation, transportation, better conservation and therefore higher outcomes. Combined with an optimized logistic and medical service to provide the best end-to-end system.
Scalling is a matter of time. Expanding to other organs is a matter of time. Expanding to other geographies is a matter of time.
tweet
Offshore
Photo
App Economy Insights
$AVGO Broadcom's Semiconductor solutions segment is on a roll. https://t.co/pd7MCUcdxV
tweet
$AVGO Broadcom's Semiconductor solutions segment is on a roll. https://t.co/pd7MCUcdxV
tweet
The Few Bets That Matter
$LULU CEO stepping down might sound like good news but it also signals more instability.
Management has struggled for quarters to pin their market fit problems and still hasn't found it.
Leadership changes seemed necessary, left to see who takes the lead, and how long until they find a replacement.
tweet
$LULU CEO stepping down might sound like good news but it also signals more instability.
Management has struggled for quarters to pin their market fit problems and still hasn't found it.
Leadership changes seemed necessary, left to see who takes the lead, and how long until they find a replacement.
tweet
Offshore
Photo
App Economy Insights
$AVGO Broadcom Q4 FY25 (Oct. quarter).
• Revenue +28% Y/Y to $18.0B ($0.6B beat).
• Non-GAAP EPS $1.95 ($0.08 beat).
Q1 FY26 guidance:
• AI semi revenue to double Y/Y to $8.2B.
• Revenue ~$19.1B ($0.8B beat).
• Adjusted EBITDA margin ~67%. https://t.co/AtJqI3uWeM
tweet
$AVGO Broadcom Q4 FY25 (Oct. quarter).
• Revenue +28% Y/Y to $18.0B ($0.6B beat).
• Non-GAAP EPS $1.95 ($0.08 beat).
Q1 FY26 guidance:
• AI semi revenue to double Y/Y to $8.2B.
• Revenue ~$19.1B ($0.8B beat).
• Adjusted EBITDA margin ~67%. https://t.co/AtJqI3uWeM
tweet
Offshore
Photo
Fiscal.ai
RT @patientinvestt: Adobe is not dying! It has posted consistent 10% YoY revenue growth every single quarter since December 2022! Declining companies don’t do that!
$ADBE https://t.co/O5vuTTee4w
tweet
RT @patientinvestt: Adobe is not dying! It has posted consistent 10% YoY revenue growth every single quarter since December 2022! Declining companies don’t do that!
$ADBE https://t.co/O5vuTTee4w
tweet