Offshore
Photo
The Few Bets That Matter
While X was obsessed with growth & AI, defensive assets have been on fire.
I shared trades on $DG $DLTR $SLB $HAL, up +60%+ in under six months, with options up 500%+.
Today I’m sharing two new setups:
🔹 $UPS
🔹Another one
Both come with clear success conditions and a defined investment plan.
You can make serious money in non-sexy names. It just depends whether you’re here for returns or thrills.
I know which one I choose.
Links below 👇
tweet
While X was obsessed with growth & AI, defensive assets have been on fire.
I shared trades on $DG $DLTR $SLB $HAL, up +60%+ in under six months, with options up 500%+.
Today I’m sharing two new setups:
🔹 $UPS
🔹Another one
Both come with clear success conditions and a defined investment plan.
You can make serious money in non-sexy names. It just depends whether you’re here for returns or thrills.
I know which one I choose.
Links below 👇
tweet
Offshore
Photo
Fiscal.ai
28% of Taiwan Semiconductor's revenue now comes from its 3NM node.
That's up from just 6% two years ago.
$TSMC https://t.co/8zNEFnMoUR
tweet
28% of Taiwan Semiconductor's revenue now comes from its 3NM node.
That's up from just 6% two years ago.
$TSMC https://t.co/8zNEFnMoUR
tweet
Offshore
Photo
God of Prompt
RT @rryssf_: This open-source project just solved the biggest problem with AI agents that nobody talks about. It's called Acontext and it makes your agents actually LEARN from their mistakes.
While everyone's building dumb agents that repeat the same errors 1000x, this changes everything.
Here's how it works (in plain English):↓
tweet
RT @rryssf_: This open-source project just solved the biggest problem with AI agents that nobody talks about. It's called Acontext and it makes your agents actually LEARN from their mistakes.
While everyone's building dumb agents that repeat the same errors 1000x, this changes everything.
Here's how it works (in plain English):↓
tweet
Offshore
Photo
Quartr
2025 was a breakout year for Quartr Pro.
Key product updates from the year: https://t.co/vc86vgLhvS https://t.co/y9rjYLc6v1
tweet
2025 was a breakout year for Quartr Pro.
Key product updates from the year: https://t.co/vc86vgLhvS https://t.co/y9rjYLc6v1
tweet
Offshore
Photo
Brady Long
Never heard of Genspark before this. But this is wild and impressive.
tweet
Never heard of Genspark before this. But this is wild and impressive.
We hit $100M ARR (Annual Run Rate) in just 9 months!
Huge thanks to everyone who's believed in and used Genspark — you've made us one of the fastest-growing companies in the world!
But the best is yet to come. Genspark AI Workspace 2.0 arrives in 2 weeks! Let's go 🚀 tweet
Offshore
Photo
Offshore
Photo
App Economy Insights
📊 3 gaming giants:
🔵 Roblox $RBLX
🟠 Electronic Arts $EA
🟣 Take-Two Interactive $TTWO
Who rules the next decade? https://t.co/Io0wCPqMZO
tweet
📊 3 gaming giants:
🔵 Roblox $RBLX
🟠 Electronic Arts $EA
🟣 Take-Two Interactive $TTWO
Who rules the next decade? https://t.co/Io0wCPqMZO
tweet
Offshore
Photo
Fiscal.ai
BlackRock added $82 billion in Retail AUM this quarter.
That's their largest quarterly inflow ever.
$BLK https://t.co/60FjF7rTYI
tweet
BlackRock added $82 billion in Retail AUM this quarter.
That's their largest quarterly inflow ever.
$BLK https://t.co/60FjF7rTYI
tweet
Offshore
Video
Brady Long
We’ve come a long way from static media. Now, with PixVerse R1, we enter the era of interactive realities.
Not just viewing content, but creating worlds. 🧵👇 https://t.co/rY6bdeJvRC
tweet
We’ve come a long way from static media. Now, with PixVerse R1, we enter the era of interactive realities.
Not just viewing content, but creating worlds. 🧵👇 https://t.co/rY6bdeJvRC
tweet
Offshore
Photo
Clark Square Capital
Me setting aside some money to pay for that new ACA health care plan https://t.co/1JFVLM6uFG
tweet
Me setting aside some money to pay for that new ACA health care plan https://t.co/1JFVLM6uFG
tweet
Offshore
Video
Startup Archive
Sam Altman explains his two biggest mistakes when he started investing in startups
“The number one mistake was that I cared too much about what other investors thought.. I think this is a very common mistake that people make when they start investing. You get very swayed by what previously successful investors think. The first question most people ask when they see startups is: Who else is investing in your round?… But the problem is everyone does that. And so there's this weird schooling effect where a company gets hot for no discernible reason… And it's just because a few people decided they liked it.”
After being too swayed by what investors think, Sam’s second biggest mistake was not understanding the power law:
“The power law means that your single best investment will be worth more to you in return than the rest of your investments put together. Your second best will be better than three through infinity put together. This is like a deeply true thing that most investors find, and this is so counterintuitive that it means almost everyone invests the wrong way.”
Most angel investors focus on compounding small wins and minimizing their failure rate—which works well when you’re investing in traditional asset classes like stocks and bonds—but as Sam explains, it is wrong to think about investing in startups this way:
“Angel investing is a business of home runs and you want to look for things that can be potential home runs… It's all about the magnitude of your biggest success. It is not about the failure rate… You can have 95% of your investments fail if one of them returns a billion dollars, and you'll be totally happy… The first question that I try to ask myself when I meet a startup is not why is it going to fail… The first question is how big could this be if it works? Can I imagine this founder, this idea, this market, supporting a massive, massive company?… I found that if I thought about what could go wrong first, I filtered out the companies that could be giant. The companies that could be giant are at this intersection of sounds like a bad idea is a good idea. And because that's a very narrow intersection and because they sound like a bad idea, the best investments are the ones that are easiest to talk yourself out of if you start off thinking about why they could go wrong.”
Video source: @ycombinator (2018)
tweet
Sam Altman explains his two biggest mistakes when he started investing in startups
“The number one mistake was that I cared too much about what other investors thought.. I think this is a very common mistake that people make when they start investing. You get very swayed by what previously successful investors think. The first question most people ask when they see startups is: Who else is investing in your round?… But the problem is everyone does that. And so there's this weird schooling effect where a company gets hot for no discernible reason… And it's just because a few people decided they liked it.”
After being too swayed by what investors think, Sam’s second biggest mistake was not understanding the power law:
“The power law means that your single best investment will be worth more to you in return than the rest of your investments put together. Your second best will be better than three through infinity put together. This is like a deeply true thing that most investors find, and this is so counterintuitive that it means almost everyone invests the wrong way.”
Most angel investors focus on compounding small wins and minimizing their failure rate—which works well when you’re investing in traditional asset classes like stocks and bonds—but as Sam explains, it is wrong to think about investing in startups this way:
“Angel investing is a business of home runs and you want to look for things that can be potential home runs… It's all about the magnitude of your biggest success. It is not about the failure rate… You can have 95% of your investments fail if one of them returns a billion dollars, and you'll be totally happy… The first question that I try to ask myself when I meet a startup is not why is it going to fail… The first question is how big could this be if it works? Can I imagine this founder, this idea, this market, supporting a massive, massive company?… I found that if I thought about what could go wrong first, I filtered out the companies that could be giant. The companies that could be giant are at this intersection of sounds like a bad idea is a good idea. And because that's a very narrow intersection and because they sound like a bad idea, the best investments are the ones that are easiest to talk yourself out of if you start off thinking about why they could go wrong.”
Video source: @ycombinator (2018)
tweet