Offshore
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The Few Bets That Matter
$BTC and $ETH both went to touch their weekly averages. And fell like stone.
Tell me again how price action is bullish.
"Self‑fulfilling prophecies: These patterns have been watched for centuries. People expect certain reactions at certain levels, so they act accordingly & the pattern reinforces itself.
The second self‑fulfilling prophecy is moving averages. They’re just smoothed‑out price action; three of them are watched religiously: the 21, 50, and 200 - red, green and grey respectively in my charts.
Once again: they matter only because everyone looks at them."
tweet
$BTC and $ETH both went to touch their weekly averages. And fell like stone.
Tell me again how price action is bullish.
"Self‑fulfilling prophecies: These patterns have been watched for centuries. People expect certain reactions at certain levels, so they act accordingly & the pattern reinforces itself.
The second self‑fulfilling prophecy is moving averages. They’re just smoothed‑out price action; three of them are watched religiously: the 21, 50, and 200 - red, green and grey respectively in my charts.
Once again: they matter only because everyone looks at them."
https://t.co/ldf1Ia6TLf tweet
Offshore
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God of Prompt
RT @prompt_copilot: it's not sexy.
Prompt Copilot is basically plumbing. the boring layer between your brain and better AI outputs.
saves your context. sharpens your prompts. works across ChatGPT, Gemini, Perplexity.
no pitch about changing the game. no "revolutionizing" anything.
just fewer minutes wasted re-explaining yourself to a chatbot.
100+ people found it useful. maybe you will too.
try it free 👉 https://t.co/4Nj7zdQzLW
tweet
RT @prompt_copilot: it's not sexy.
Prompt Copilot is basically plumbing. the boring layer between your brain and better AI outputs.
saves your context. sharpens your prompts. works across ChatGPT, Gemini, Perplexity.
no pitch about changing the game. no "revolutionizing" anything.
just fewer minutes wasted re-explaining yourself to a chatbot.
100+ people found it useful. maybe you will too.
try it free 👉 https://t.co/4Nj7zdQzLW
tweet
Offshore
Photo
The Few Bets That Matter
$BTC and $ETH both went to touch their weekly averages. And fell like stone.
Tell me again how price action is bullshit.
"Self‑fulfilling prophecies: These patterns have been watched for centuries. People expect certain reactions at certain levels, so they act accordingly & the pattern reinforces itself.
The second self‑fulfilling prophecy is moving averages. They’re just smoothed‑out price action; three of them are watched religiously: the 21, 50, and 200 - red, green and grey respectively in my charts.
Once again: they matter only because everyone looks at them."
tweet
$BTC and $ETH both went to touch their weekly averages. And fell like stone.
Tell me again how price action is bullshit.
"Self‑fulfilling prophecies: These patterns have been watched for centuries. People expect certain reactions at certain levels, so they act accordingly & the pattern reinforces itself.
The second self‑fulfilling prophecy is moving averages. They’re just smoothed‑out price action; three of them are watched religiously: the 21, 50, and 200 - red, green and grey respectively in my charts.
Once again: they matter only because everyone looks at them."
https://t.co/ldf1Ia6TLf tweet
Offshore
Photo
The Few Bets That Matter
Portfolio today.
Up 18% YTD.
$TMDX
$MSTR
$BABA
$ALAB
$PATH
$NBIS
I continue to hold on my risk assets but will make modifications depending on how the market reacts to the coming earnings season.
Watchlist.
$UPS
$NVO
$VG
$SWBI
& more https://t.co/gnhOWbcZI0
tweet
Portfolio today.
Up 18% YTD.
$TMDX
$MSTR
$BABA
$ALAB
$PATH
$NBIS
I continue to hold on my risk assets but will make modifications depending on how the market reacts to the coming earnings season.
Watchlist.
$UPS
$NVO
$VG
$SWBI
& more https://t.co/gnhOWbcZI0
tweet
Offshore
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Fiscal.ai
“Our culture of relentless innovation fuels not only growth, but also continuous improvements in our processes and margins."
- Coupang CEO, Bom Suk Kim
$CPNG https://t.co/x64izCHu5g
tweet
“Our culture of relentless innovation fuels not only growth, but also continuous improvements in our processes and margins."
- Coupang CEO, Bom Suk Kim
$CPNG https://t.co/x64izCHu5g
tweet
Offshore
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God of Prompt
clawdbot is exploding on google trends
mac mini is catching up fast
the new gold rush is here https://t.co/pLYO35pd6W
tweet
clawdbot is exploding on google trends
mac mini is catching up fast
the new gold rush is here https://t.co/pLYO35pd6W
https://t.co/unM855Crkr tweet
God of Prompt
don't just bookmark this for later
it's a sunday, you can spare 30 mins and set it up
your future self will thank you
tweet
don't just bookmark this for later
it's a sunday, you can spare 30 mins and set it up
your future self will thank you
https://t.co/unM855Crkr tweet
X (formerly Twitter)
God of Prompt (@godofprompt) on X
🔑 clawdbot 101: full setup guide
God of Prompt
RT @godofprompt: Bad prompts = bad results.
Good prompts = good results.
Great prompts = life-changing results.
These 4 frameworks create great prompts every time.
Your AI breakthrough starts here (Steal the frameworks):
tweet
RT @godofprompt: Bad prompts = bad results.
Good prompts = good results.
Great prompts = life-changing results.
These 4 frameworks create great prompts every time.
Your AI breakthrough starts here (Steal the frameworks):
tweet
Offshore
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God of Prompt
brb buying the new gold https://t.co/QYvDf6MlPK
tweet
brb buying the new gold https://t.co/QYvDf6MlPK
https://t.co/unM855Crkr tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 15 Quality Stocks With >40% Incremental Operating Margins (LTM) 💸
In other words: every $1.00 in 𝐍𝐞𝐰 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 in LTM turned into >$0.40 in 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐏𝐫𝐨𝐟𝐢𝐭
1. $GE 43%
2. $NFLX 47%
3. $LRCX 49%
4. $NVDA 53%
5. $ASML 53%
6. $MCO 55%
7. $MSFT 58%
8. $META 59%
9. $TSM 65%
10. $MA 66%
11. $MU 69%
12. $HWM 69%
13. $FICO 70%
14. $TDG 71%
15. $SPGI 76%
tweet
RT @DimitryNakhla: 15 Quality Stocks With >40% Incremental Operating Margins (LTM) 💸
In other words: every $1.00 in 𝐍𝐞𝐰 𝐑𝐞𝐯𝐞𝐧𝐮𝐞 in LTM turned into >$0.40 in 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐏𝐫𝐨𝐟𝐢𝐭
1. $GE 43%
2. $NFLX 47%
3. $LRCX 49%
4. $NVDA 53%
5. $ASML 53%
6. $MCO 55%
7. $MSFT 58%
8. $META 59%
9. $TSM 65%
10. $MA 66%
11. $MU 69%
12. $HWM 69%
13. $FICO 70%
14. $TDG 71%
15. $SPGI 76%
Chris Hohn, founder of TCI, views high incremental margins as one of the strongest signals of a company’s moat & pricing power💸
Incremental operating margin tells you how much additional operating income a business generates for every additional $1 of revenue.
Here’s how to calculate it:
Pick two periods (Year 1 → Year 2)
Year 1 Revenue: $10B
Year 2 Revenue: $12B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟐𝐁
Year 1 Operating Income: $2B
Year 2 Operating Income: $3B
Δ 𝐂𝐡𝐚𝐧𝐠𝐞: $𝟏𝐁
𝐈𝐧𝐜𝐫𝐞𝐦𝐞𝐧𝐭𝐚𝐥 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐌𝐚𝐫𝐠𝐢𝐧 = Δ 𝐎𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐈𝐧𝐜𝐨𝐦𝐞 / Δ 𝐑𝐞𝐯𝐞𝐧𝐮𝐞
So: $1B / $2B = 50%
𝘔𝘦𝘢𝘯𝘪𝘯𝘨: 50 cents of every new $1 of revenue fell to operating profit.
___
Why this matters: High incremental margins usually signal low incremental costs, pricing power, & structural operating leverage — the traits that allow a great business to compound faster as it scales. It’s one of the cleanest ways to see whether a company’s moat is strengthening & efficiently scaling.
I’ve included 4 high-quality stocks with their incremental operating margins since 2021 for further example 👇🏽
$FICO $MSFT $MA $NFLX tweet