Offshore
Photo
The Few Bets That Matter
RT @WealthyReadings: A few ideas starting 2026.
The AI trade will continue but it'll evolve. I'd expect two important verticals.
Compute/efficiency (hardware & infra), with companies like $ALAB & $NBIS pushing it further, allowing companies to generate more compute with less infra.
AI services finally surfacing after years of development: started with $PLTR, now $PATH and its S+ setup, and legacy names like $ADBE & more as the “AI disruption” narrative cools down.
Researching another AI name with a $PATH-like setup. More about it later.
China has been one of the best performers this year and I think that'll continue. Gov is pushing consumption and innovation, very bullish for $BABA which remains one of my top pick for 2026 at these levels.
Retail still matters. Surprisingly, we’ve seen monster moves H2-25 like $ULTA, and that could continue into 2026 despites clear consumption weakness. But as long as those with the money consume more, it doesn't matter. My favorite remains $ONON, and I’m watching $LULU closely, with reasons to be optimistic.
Energy and “safer” names also catching a bid lately - $HAL $SLB $DG $DLTR... This shows rotation is starting. Less risk-on, healthier names and valuation. Wouldn’t be surprised to see more of this in 2026.
Precious metals is now a crowded trade. Needs a breather. But I wouldn't be so sure it is over and I wouldn't be surprised for more in 2026. It isn't the healthiest trade as it reflects distrust in the system.
Healthcare waking up. $LLY still leads, but $JNJ, $MRK caught a large bid. Watching laggards like $PFE and $NVO but those need a catalyst.
After massive FY25 performances, I see 2026 as a rotation year. Last two years’ winners will likely underperform as the market either turns to less risks, or focuses on other verticals.
My personal view is that 2026 will see the AI bubble. The real one. Which is why I still own AI names today, but I am clearly not certain I still will by H2-26.
Bullish AI software/services short term, very bullish China, and closely watching healthcare and other "safer" names.
I don’t think 2026 will be bad. Quite the opposite. But I think those who don't take the turn will get burnt. Rotation is coming.
tweet
RT @WealthyReadings: A few ideas starting 2026.
The AI trade will continue but it'll evolve. I'd expect two important verticals.
Compute/efficiency (hardware & infra), with companies like $ALAB & $NBIS pushing it further, allowing companies to generate more compute with less infra.
AI services finally surfacing after years of development: started with $PLTR, now $PATH and its S+ setup, and legacy names like $ADBE & more as the “AI disruption” narrative cools down.
Researching another AI name with a $PATH-like setup. More about it later.
China has been one of the best performers this year and I think that'll continue. Gov is pushing consumption and innovation, very bullish for $BABA which remains one of my top pick for 2026 at these levels.
Retail still matters. Surprisingly, we’ve seen monster moves H2-25 like $ULTA, and that could continue into 2026 despites clear consumption weakness. But as long as those with the money consume more, it doesn't matter. My favorite remains $ONON, and I’m watching $LULU closely, with reasons to be optimistic.
Energy and “safer” names also catching a bid lately - $HAL $SLB $DG $DLTR... This shows rotation is starting. Less risk-on, healthier names and valuation. Wouldn’t be surprised to see more of this in 2026.
Precious metals is now a crowded trade. Needs a breather. But I wouldn't be so sure it is over and I wouldn't be surprised for more in 2026. It isn't the healthiest trade as it reflects distrust in the system.
Healthcare waking up. $LLY still leads, but $JNJ, $MRK caught a large bid. Watching laggards like $PFE and $NVO but those need a catalyst.
After massive FY25 performances, I see 2026 as a rotation year. Last two years’ winners will likely underperform as the market either turns to less risks, or focuses on other verticals.
My personal view is that 2026 will see the AI bubble. The real one. Which is why I still own AI names today, but I am clearly not certain I still will by H2-26.
Bullish AI software/services short term, very bullish China, and closely watching healthcare and other "safer" names.
I don’t think 2026 will be bad. Quite the opposite. But I think those who don't take the turn will get burnt. Rotation is coming.
tweet
Offshore
Photo
Fiscal.ai
Analyst: "Even with a limited opportunity from China, you are still confident that a 40% CAGR or even higher can be achieved in the coming years?"
Taiwan Semiconductor CEO: "You are right."
$TSM https://t.co/b8RxgTdPRM
tweet
Analyst: "Even with a limited opportunity from China, you are still confident that a 40% CAGR or even higher can be achieved in the coming years?"
Taiwan Semiconductor CEO: "You are right."
$TSM https://t.co/b8RxgTdPRM
tweet
Offshore
Photo
God of Prompt
Use code SUCCESS26 for 20% off
Grab the bundle 👇
https://t.co/C8Zzw2Jkpc https://t.co/dMz73ZadPI
tweet
Use code SUCCESS26 for 20% off
Grab the bundle 👇
https://t.co/C8Zzw2Jkpc https://t.co/dMz73ZadPI
the n8n automations alone are worth the price of admission.
prompts are cool, but automated workflows are what actually scale a business. "pay once, own forever" is a dying business model in the SaaS era. grab this before they switch to subscription💎 tweet
Offshore
Photo
Fiscal.ai
Palantir's valuation is in a league of its own.
Of all the companies in the world with >$500 million in revenue, Palantir is the most expensive... by a long shot.
$PLTR https://t.co/2KVKROvEma
tweet
Palantir's valuation is in a league of its own.
Of all the companies in the world with >$500 million in revenue, Palantir is the most expensive... by a long shot.
$PLTR https://t.co/2KVKROvEma
tweet
Offshore
Photo
The Few Bets That Matter
$ETH is ready to burst.
Broke its trendline, reclaimed its moving average, higher highs on dying volume.
One last shakeout before we go👀? https://t.co/foQihXygj2
tweet
$ETH is ready to burst.
Broke its trendline, reclaimed its moving average, higher highs on dying volume.
One last shakeout before we go👀? https://t.co/foQihXygj2
tweet
Offshore
Photo
memenodes
Bought a book on how to attract women.
Turns out every story is about rich guys.
Guess I need money first. https://t.co/xjAegALUdn
tweet
Bought a book on how to attract women.
Turns out every story is about rich guys.
Guess I need money first. https://t.co/xjAegALUdn
tweet
Offshore
Photo
Quiver Quantitative
BREAKING: A brand new account on Polymarket just made a massive bet that China will invade Taiwan this year.
They will win $289K if they are correct.
Insider or gamble? https://t.co/ohH4q7mUtE
tweet
BREAKING: A brand new account on Polymarket just made a massive bet that China will invade Taiwan this year.
They will win $289K if they are correct.
Insider or gamble? https://t.co/ohH4q7mUtE
tweet