Offshore
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Dimitry Nakhla | Babylon Capital®
Sometimes, when management has an exceptional track record like they do at $TDG, all you have to do is listen
“For the 39 weeks ended June 28, 2025, $TDG repurchased ~401K shares at an average of $1,247”
Notably, as you can see below, $TDG bottomed near $1,250 https://t.co/QLFDaqkOo1
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Sometimes, when management has an exceptional track record like they do at $TDG, all you have to do is listen
“For the 39 weeks ended June 28, 2025, $TDG repurchased ~401K shares at an average of $1,247”
Notably, as you can see below, $TDG bottomed near $1,250 https://t.co/QLFDaqkOo1
“During the second quarter of fiscal 2025, TransDigm repurchased 42,669 shares of its common stock at an average price per share of $1,249.52 for a total amount of approximately $53 million.”
Why’s this relevant?
Management typically repurchases shares with a disciplined approach and focus on compounding shareholder value at roughly 20% annualized returns
$TDG trades near $1,250 tweet
Offshore
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Illiquid
Thailand approved $3.1B in data center projects recently, adding to the $23B approved last year. The consensus appears to be that data centers will creep north from Singapore to Thailand. Have not found a clean way to express that bet. Any ideas?
https://t.co/cRWy6LBZ0f
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Thailand approved $3.1B in data center projects recently, adding to the $23B approved last year. The consensus appears to be that data centers will creep north from Singapore to Thailand. Have not found a clean way to express that bet. Any ideas?
https://t.co/cRWy6LBZ0f
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Offshore
Video
memenodes
When you finally exit a bad trade then immediately enter another one https://t.co/s8hgdw9qBU
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When you finally exit a bad trade then immediately enter another one https://t.co/s8hgdw9qBU
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Offshore
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God of Prompt
RT @free_ai_guides: Your Gemini is sitting there doing nothing.
Put it to work with these 70+ prompts:
→ Find tax deductions
→ Map sales prospects
→ Write outreach emails
→ Plan efficient routes
→ Automate daily tasks
Free. Ready to copy.
Comment "Gemini" and I'll DM them. https://t.co/Fw71Rw4CI3
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RT @free_ai_guides: Your Gemini is sitting there doing nothing.
Put it to work with these 70+ prompts:
→ Find tax deductions
→ Map sales prospects
→ Write outreach emails
→ Plan efficient routes
→ Automate daily tasks
Free. Ready to copy.
Comment "Gemini" and I'll DM them. https://t.co/Fw71Rw4CI3
tweet
Moon Dev
wow tons of applications to the moon dev funding program
where i put $1000 into your trading account so you can trade
some people make it super easy to reject by not following application instructions
you will not hear back if you were denied
most denials so far are because there was no 1-3 minute yt videos attached
re-apply if you forgot to attach an unlisted or public intro video.
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wow tons of applications to the moon dev funding program
where i put $1000 into your trading account so you can trade
some people make it super easy to reject by not following application instructions
you will not hear back if you were denied
most denials so far are because there was no 1-3 minute yt videos attached
re-apply if you forgot to attach an unlisted or public intro video.
tweet
Offshore
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God of Prompt
RT @rryssf_: 🚨 RIP “Prompt Engineering.”
The GAIR team just dropped Context Engineering 2.0 and it completely reframes how we think about human–AI interaction.
Forget prompts. Forget “few-shot.” Context is the real interface.
Here’s the core idea:
“A person is the sum of their contexts.”
Machines aren’t failing because they lack intelligence.
They fail because they lack context-processing ability.
Context Engineering 2.0 maps this evolution:
1.0 Context as Translation
Humans adapt to computers.
2.0 Context as Instruction
LLMs interpret natural language.
3.0 Context as Scenario
Agents understand your goals.
4.0 Context as World
AI proactively builds your environment.
We’re in the middle of the 2.0 → 3.0 shift right now.
The jump from “context-aware” to “context-cooperative” systems changes everything from memory design to multi-agent collaboration.
This isn’t a buzzword. It’s the new foundation for the AI era.
Read the paper: arxiv. org/abs/2510.26493v1
tweet
RT @rryssf_: 🚨 RIP “Prompt Engineering.”
The GAIR team just dropped Context Engineering 2.0 and it completely reframes how we think about human–AI interaction.
Forget prompts. Forget “few-shot.” Context is the real interface.
Here’s the core idea:
“A person is the sum of their contexts.”
Machines aren’t failing because they lack intelligence.
They fail because they lack context-processing ability.
Context Engineering 2.0 maps this evolution:
1.0 Context as Translation
Humans adapt to computers.
2.0 Context as Instruction
LLMs interpret natural language.
3.0 Context as Scenario
Agents understand your goals.
4.0 Context as World
AI proactively builds your environment.
We’re in the middle of the 2.0 → 3.0 shift right now.
The jump from “context-aware” to “context-cooperative” systems changes everything from memory design to multi-agent collaboration.
This isn’t a buzzword. It’s the new foundation for the AI era.
Read the paper: arxiv. org/abs/2510.26493v1
tweet
Offshore
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Moon Dev
todays zoom
hey todays private quant zoom starts at 8am est
dont miss this, if there is a ticket left, grab it: https://t.co/JbJdIbW2p9
moon dev
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todays zoom
hey todays private quant zoom starts at 8am est
dont miss this, if there is a ticket left, grab it: https://t.co/JbJdIbW2p9
moon dev
tweet