Offshore
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Fiscal.ai
ASML v. Taiwan Semiconductor
If you could only own one of these businesses for the next decade, which would it be?
$ASML $TSM https://t.co/9WpRxmy2jc
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ASML v. Taiwan Semiconductor
If you could only own one of these businesses for the next decade, which would it be?
$ASML $TSM https://t.co/9WpRxmy2jc
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Offshore
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Brady Long
Most AI models try to win by being bigger.
MiroThinker 1.5 by @miromind_ai wins by being smarter.
It’s a 30B-parameter model that reasons like a researcher:
→ shows its work
→ cites sources
→ revises conclusions in real time
I tested it across real prediction tasks 👇 https://t.co/oyOHfEN8qL
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Most AI models try to win by being bigger.
MiroThinker 1.5 by @miromind_ai wins by being smarter.
It’s a 30B-parameter model that reasons like a researcher:
→ shows its work
→ cites sources
→ revises conclusions in real time
I tested it across real prediction tasks 👇 https://t.co/oyOHfEN8qL
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Offshore
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God of Prompt
RT @free_ai_guides: I should charge $99 for this.
But I'm giving away my ChatGPT Mega-Prompt Template for free.
It lets you build expert-level prompts in under 2 minutes:
→ 6-part framework that works every time
→ Fill-in-the-blank sections
→ Works for any task or industry
→ Tested on 10,000+ prompts
Comment "Template" and I'll DM it to you.
(Must be following me to receive it)
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RT @free_ai_guides: I should charge $99 for this.
But I'm giving away my ChatGPT Mega-Prompt Template for free.
It lets you build expert-level prompts in under 2 minutes:
→ 6-part framework that works every time
→ Fill-in-the-blank sections
→ Works for any task or industry
→ Tested on 10,000+ prompts
Comment "Template" and I'll DM it to you.
(Must be following me to receive it)
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Offshore
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The Few Bets That Matter
$LULU has the exact same pattern as $AEO & $VSCO.
Same challenges.
Same playbook.
Same price action.
Since then, one is up 114% and the other 234%. https://t.co/omoXLNPZpR
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$LULU has the exact same pattern as $AEO & $VSCO.
Same challenges.
Same playbook.
Same price action.
Since then, one is up 114% and the other 234%. https://t.co/omoXLNPZpR
tweet
Offshore
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Fiscal.ai
Alexandria Real Estate is in its largest drawdown ever.
The life sciences REIT is -76% from its 2021 highs
$ARE https://t.co/nxO0aGacQw
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Alexandria Real Estate is in its largest drawdown ever.
The life sciences REIT is -76% from its 2021 highs
$ARE https://t.co/nxO0aGacQw
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The Few Bets That Matter
I don’t see how this is a bad take.
You could argue more people would succeed with all in this than by diversifying into 30 stocks they don’t know or follow well enough.
Not everyone has the time to build this kind of conviction or the stomach to hold them.
But yeah.
"Concentration makes wealth. Period."
You don’t need the next $PLTR.
You just need stocks that outperform $SPY.
That doesn’t mean everyone will succeed.
But everyone doesn't succeed stock picking.
And it doesn’t mean everyone should do it.
But it is factually accurate.
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I don’t see how this is a bad take.
You could argue more people would succeed with all in this than by diversifying into 30 stocks they don’t know or follow well enough.
Not everyone has the time to build this kind of conviction or the stomach to hold them.
But yeah.
"Concentration makes wealth. Period."
You don’t need the next $PLTR.
You just need stocks that outperform $SPY.
That doesn’t mean everyone will succeed.
But everyone doesn't succeed stock picking.
And it doesn’t mean everyone should do it.
But it is factually accurate.
My take? I did it.
I went $35k to $10M in 21 months (286x) going all in 1 stock at a time - no options, no margin, no crypto. And shared every trade live on Reddit as "Sir Jack".
Concentration makes wealth. Period.
Most people want to make life-changing money, not 7%.
They also need simplicity.
People are dumb.
Swing trading 1 stock at a time focuses research, concentrates gains, and avoids getting rugged.
It's the best way to get started actively trading.
I full endorse it.
(also the fund manager stat is stupid af bc it's much different trading your $1000 vs millions in AUM) tweet
X (formerly Twitter)
Kevin Xu (@kevinxu) on X
My take? I did it.
I went $35k to $10M in 21 months (286x) going all in 1 stock at a time - no options, no margin, no crypto. And shared every trade live on Reddit as "Sir Jack".
Concentration makes wealth. Period.
Most people want to make life-changing…
I went $35k to $10M in 21 months (286x) going all in 1 stock at a time - no options, no margin, no crypto. And shared every trade live on Reddit as "Sir Jack".
Concentration makes wealth. Period.
Most people want to make life-changing…
Offshore
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Fiscal.ai
Nike's China revenue has dropped by 28% since 2021.
What went wrong?
$NKE https://t.co/wnhvP2WIKf
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Nike's China revenue has dropped by 28% since 2021.
What went wrong?
$NKE https://t.co/wnhvP2WIKf
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AkhenOsiris
$GOOGL $SHOP $WMT $AMZN
Amazon absent:
Google and Shopify, along with retailers, unveiled a new standard to help AI autonomously complete purchases across different shopping platforms.
New Salesforce data shows artificial intelligence and agents drove about 20% of retail sales this past holiday season, highlighting growing demand for more information and reassurance before shoppers hit "buy."
The initiative, announced at the National Retail Federation's annual conference in New York on Sunday, centers on the Universal Commerce Protocol (UCP), co-developed by Google with industry leaders including Shopify, Etsy, Wayfair, Walmart and Target.
More than 20 retailers, platforms and payment companies endorse the protocol, including Home Depot, Best Buy, Macy's, Mastercard and Visa.
The new standard is designed to help AI tools move shoppers from "I'm interested" to "I've bought it" without forcing them to jump between apps, websites or checkout systems.
Google says UCP will soon power shopping inside AI Mode in Search and the Gemini app, letting people buy without leaving the conversation.
Similar setups are planned with other AI tools, including Microsoft's Copilot.
This is part of a broader push toward what companies call agentic commerce — where AI doesn't just suggest products, but actually helps complete the task of checking out.
Retailers say checkout is the most fragile part of shopping because stores have different rules for payments, returns, loyalty points and delivery — the kind of friction that often causes shoppers to abandon carts.
"Roadblocks are costing retailers a lot of money, because billions of dollars are left in carts every year," Vidhya Srinivasan, Google vice president and general manager of ads and commerce, said during a media briefing.
A ChannelEngine study of 4,500 shoppers found that only 17% feel comfortable letting AI complete a purchase, even as many consumers already use AI to research products.
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$GOOGL $SHOP $WMT $AMZN
Amazon absent:
Google and Shopify, along with retailers, unveiled a new standard to help AI autonomously complete purchases across different shopping platforms.
New Salesforce data shows artificial intelligence and agents drove about 20% of retail sales this past holiday season, highlighting growing demand for more information and reassurance before shoppers hit "buy."
The initiative, announced at the National Retail Federation's annual conference in New York on Sunday, centers on the Universal Commerce Protocol (UCP), co-developed by Google with industry leaders including Shopify, Etsy, Wayfair, Walmart and Target.
More than 20 retailers, platforms and payment companies endorse the protocol, including Home Depot, Best Buy, Macy's, Mastercard and Visa.
The new standard is designed to help AI tools move shoppers from "I'm interested" to "I've bought it" without forcing them to jump between apps, websites or checkout systems.
Google says UCP will soon power shopping inside AI Mode in Search and the Gemini app, letting people buy without leaving the conversation.
Similar setups are planned with other AI tools, including Microsoft's Copilot.
This is part of a broader push toward what companies call agentic commerce — where AI doesn't just suggest products, but actually helps complete the task of checking out.
Retailers say checkout is the most fragile part of shopping because stores have different rules for payments, returns, loyalty points and delivery — the kind of friction that often causes shoppers to abandon carts.
"Roadblocks are costing retailers a lot of money, because billions of dollars are left in carts every year," Vidhya Srinivasan, Google vice president and general manager of ads and commerce, said during a media briefing.
A ChannelEngine study of 4,500 shoppers found that only 17% feel comfortable letting AI complete a purchase, even as many consumers already use AI to research products.
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Offshore
Video
App Economy Insights
$GOOG Gemini gets new shopping capabilities through partnerships including Walmart $WMT, Shopify $SHOP, Wayfair $W.
• Instant checkout.
• Various payment providers supported
• US first with expansion later this year. https://t.co/cTNjG8PYrp
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$GOOG Gemini gets new shopping capabilities through partnerships including Walmart $WMT, Shopify $SHOP, Wayfair $W.
• Instant checkout.
• Various payment providers supported
• US first with expansion later this year. https://t.co/cTNjG8PYrp
tweet
Offshore
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God of Prompt
Marketing Copy Prompt Planner for Bold Campaigns.
I use it to elevate my campaign copy.
• Tailored ad prompts
• Engaging social posts
• Boost your results
🔗 Click below to read more:
https://t.co/nIA7TK6Lif https://t.co/pFkUhg4434
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Marketing Copy Prompt Planner for Bold Campaigns.
I use it to elevate my campaign copy.
• Tailored ad prompts
• Engaging social posts
• Boost your results
🔗 Click below to read more:
https://t.co/nIA7TK6Lif https://t.co/pFkUhg4434
tweet