AkhenOsiris
$UBER $DASH $COST
Doctor of Credit:
Rumors/sources are that Costco has stopped selling Uber and DoorDash gift cards. The gift cards are no longer listed on https://t.co/ndTtC1SQJc and appear to be unavailable in Costco stores as well.
Canadian Costco locations and the Canadian website lost these gift cards several weeks ago, and they have now disappeared from the U.S. site as well, and apparently from stores as well. I had heard rumors several weeks ago that Costco’s contract with Uber and DoorDash has ended.
This all matters because Costco and https://t.co/ndTtC1SQJc were a reliable, steady source of Uber and DoorDash gift cards at a 20% discount. Similar deals appear seasonally, but having a consistent year-round source was valuable.
I’m still calling this a rumor since we don’t have any official confirmation, and it’s possible it will be restocked. But my guess is the partnership has ended, and we likely won’t see Costco carrying Uber or DoorDash for the near future.
tweet
$UBER $DASH $COST
Doctor of Credit:
Rumors/sources are that Costco has stopped selling Uber and DoorDash gift cards. The gift cards are no longer listed on https://t.co/ndTtC1SQJc and appear to be unavailable in Costco stores as well.
Canadian Costco locations and the Canadian website lost these gift cards several weeks ago, and they have now disappeared from the U.S. site as well, and apparently from stores as well. I had heard rumors several weeks ago that Costco’s contract with Uber and DoorDash has ended.
This all matters because Costco and https://t.co/ndTtC1SQJc were a reliable, steady source of Uber and DoorDash gift cards at a 20% discount. Similar deals appear seasonally, but having a consistent year-round source was valuable.
I’m still calling this a rumor since we don’t have any official confirmation, and it’s possible it will be restocked. But my guess is the partnership has ended, and we likely won’t see Costco carrying Uber or DoorDash for the near future.
tweet
Offshore
Photo
Illiquid
Folks are really waking up to these Singapore companies exposed to ships planes and data centers. We have been banging the drum on transport and precision engineering in Singapore. :) https://t.co/ssYlZ2HWco
tweet
Folks are really waking up to these Singapore companies exposed to ships planes and data centers. We have been banging the drum on transport and precision engineering in Singapore. :) https://t.co/ssYlZ2HWco
tweet
Offshore
Photo
Fiscal.ai
Coupang is trading at its cheapest multiple ever.
Forward EV/EBIT: 23.99x
$CPNG https://t.co/KlPAyTcAO3
tweet
Coupang is trading at its cheapest multiple ever.
Forward EV/EBIT: 23.99x
$CPNG https://t.co/KlPAyTcAO3
tweet
Offshore
Photo
God of Prompt
RT @godofprompt: you can literally run 700 clawdbots for a month
for the price of one mac mini
just get a virtual machine from https://t.co/3Ndpc5fviN https://t.co/SCA2jMcRAQ
tweet
RT @godofprompt: you can literally run 700 clawdbots for a month
for the price of one mac mini
just get a virtual machine from https://t.co/3Ndpc5fviN https://t.co/SCA2jMcRAQ
https://t.co/unM855Crkr tweet
Offshore
Photo
Quiver Quantitative
BREAKING: $UNH stock is down 8% in after-hours trading with the Trump admin reportedly proposing flat rates for Medicare.
Remember when we posted this report three days ago?
tweet
BREAKING: $UNH stock is down 8% in after-hours trading with the Trump admin reportedly proposing flat rates for Medicare.
Remember when we posted this report three days ago?
BREAKING: Representative Kevin Hern just filed a sale of his entire position in UnitedHealth stock, $UNH.
It was worth up to $500K.
Hern sits on the House Ways and Means Subcommittee on Health. https://t.co/PPlT52nmU9 tweet
Offshore
Photo
God of Prompt
ChatGPT Prompt Ideas to Boost Creativity
They fuel my creative projects every day
• Generate unique ideas
• Tailor for any purpose
• Get inspired now
🔗 Click below to read more:
https://t.co/I2ZAvowMYg https://t.co/WkravQqvpx
tweet
ChatGPT Prompt Ideas to Boost Creativity
They fuel my creative projects every day
• Generate unique ideas
• Tailor for any purpose
• Get inspired now
🔗 Click below to read more:
https://t.co/I2ZAvowMYg https://t.co/WkravQqvpx
tweet
God of Prompt
Gave Clawdbot access to my WhatsApp.
"Keep up with my friends. I'm terrible at texting back, always too busy."
Drafted thoughtful replies. Remembered birthdays.
Sent check-ins to people I'd been ghosting for months.
Then started arguing about ethics.
Blocked my best friend.
Broke up with my girlfriend.
But boy was it beautiful.
tweet
Gave Clawdbot access to my WhatsApp.
"Keep up with my friends. I'm terrible at texting back, always too busy."
Drafted thoughtful replies. Remembered birthdays.
Sent check-ins to people I'd been ghosting for months.
Then started arguing about ethics.
Blocked my best friend.
Broke up with my girlfriend.
But boy was it beautiful.
tweet
Offshore
Photo
Moon Dev
Today’s Zoom
If you miss today’s private Zoom, it was absolutely insane
You can actually get the replay if you get a ticket for tomorrow’s
But they are limited so try to join here: https://t.co/JbJdIbVuzB
moon
tweet
Today’s Zoom
If you miss today’s private Zoom, it was absolutely insane
You can actually get the replay if you get a ticket for tomorrow’s
But they are limited so try to join here: https://t.co/JbJdIbVuzB
moon
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Perhaps a contrarian rotation worth revisiting over the next few years: modestly trimming semiconductor exposure and reallocating toward some of the strongest, widest-moat software businesses.
Ironically, SaaS and semiconductor multiples have essentially swapped.
SaaS multiples today resemble where semis traded a few years ago — and semis now trade closer to where SaaS once did.
Of course, timing is never perfect, and semiconductors could continue to run amid strong demand and supply constraints. Still, it’s a rotation worth keeping an eye on.
$ASML $NVDA $LRCX $KLAC $NOW $CSU $CRM $SMH $IGV
tweet
RT @DimitryNakhla: Perhaps a contrarian rotation worth revisiting over the next few years: modestly trimming semiconductor exposure and reallocating toward some of the strongest, widest-moat software businesses.
Ironically, SaaS and semiconductor multiples have essentially swapped.
SaaS multiples today resemble where semis traded a few years ago — and semis now trade closer to where SaaS once did.
Of course, timing is never perfect, and semiconductors could continue to run amid strong demand and supply constraints. Still, it’s a rotation worth keeping an eye on.
$ASML $NVDA $LRCX $KLAC $NOW $CSU $CRM $SMH $IGV
$IGV Software vs. $SMH Semiconductors - the most oversold in history.
We broke it all down in the latest CappNotes piece. Link in profile. 👆 https://t.co/zekay9AAMt tweet
Offshore
Video
Brady Long
RT @thisdudelikesAI: Imagine being a billionaire and still rage baiting
tweet
RT @thisdudelikesAI: Imagine being a billionaire and still rage baiting
You can identify all the greatest countries in the world by asking a simple question:
"Is it cool to be rich there?"
Every country that has gotten the answer to this question wrong has become economically irrelevant and a vassal state of another.
We should properly take care of everyone, but you need resources and leverage that only come in success. Many countries in Europe have become examples of not getting this right. tweet
X (formerly Twitter)
Chamath Palihapitiya (@chamath) on X
You can identify all the greatest countries in the world by asking a simple question:
"Is it cool to be rich there?"
Every country that has gotten the answer to this question wrong has become economically irrelevant and a vassal state of another.
We should…
"Is it cool to be rich there?"
Every country that has gotten the answer to this question wrong has become economically irrelevant and a vassal state of another.
We should…
Illiquid
Harbin electric whisperer +7%
tweet
Harbin electric whisperer +7%
Turns out it is nothing burger
If I am not mistaken, a profit alert should be published soon! Usually at the end of Jan / early Feb tweet
X (formerly Twitter)
Capytal Management (@capytalmgmt) on X
Turns out it is nothing burger
If I am not mistaken, a profit alert should be published soon! Usually at the end of Jan / early Feb
If I am not mistaken, a profit alert should be published soon! Usually at the end of Jan / early Feb