Offshore
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God of Prompt
RT @Kimi_Moonshot: 🥝 Meet Kimi K2.5, Open-Source Visual Agentic Intelligence.
🔹 Global SOTA on Agentic Benchmarks: HLE full set (50.2%), BrowseComp (74.9%)
🔹 Open-source SOTA on Vision and Coding: MMMU Pro (78.5%), VideoMMMU (86.6%), SWE-bench Verified (76.8%)
🔹 Code with Taste: turn chats, images & videos into aesthetic websites with expressive motion.
🔹 Agent Swarm (Beta): self-directed agents working in parallel, at scale. Up to 100 sub-agents, 1,500 tool calls, 4.5× faster compared with single-agent setup.
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🥝 K2.5 is now live on https://t.co/YutVbwktG0 in chat mode and agent mode.
🥝 K2.5 Agent Swarm in beta for high-tier users.
🥝 For production-grade coding, you can pair K2.5 with Kimi Code: https://t.co/A5WQozJF3s
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🔗 API: https://t.co/EOZkbOwCN4
🔗 Tech blog: https://t.co/6h2KkoA0xd
🔗 Weights & code: https://t.co/H38KegeDIY
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RT @Kimi_Moonshot: 🥝 Meet Kimi K2.5, Open-Source Visual Agentic Intelligence.
🔹 Global SOTA on Agentic Benchmarks: HLE full set (50.2%), BrowseComp (74.9%)
🔹 Open-source SOTA on Vision and Coding: MMMU Pro (78.5%), VideoMMMU (86.6%), SWE-bench Verified (76.8%)
🔹 Code with Taste: turn chats, images & videos into aesthetic websites with expressive motion.
🔹 Agent Swarm (Beta): self-directed agents working in parallel, at scale. Up to 100 sub-agents, 1,500 tool calls, 4.5× faster compared with single-agent setup.
-
🥝 K2.5 is now live on https://t.co/YutVbwktG0 in chat mode and agent mode.
🥝 K2.5 Agent Swarm in beta for high-tier users.
🥝 For production-grade coding, you can pair K2.5 with Kimi Code: https://t.co/A5WQozJF3s
-
🔗 API: https://t.co/EOZkbOwCN4
🔗 Tech blog: https://t.co/6h2KkoA0xd
🔗 Weights & code: https://t.co/H38KegeDIY
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Offshore
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Dimitry Nakhla | Babylon Capital®
$MELI trades for a reasonable PEG 🤝
NTM P/E ~44x
2026 EPS➡️ $59.55 (+48%)
2027 EPS ➡️ $83.48 (+40%)
2028 EPS ➡️ $115.61 (+38%)
CAGR at various multiples assuming 2028 EPS of $100 (~14% below est)
36x | 18%
34x | 16%
32x | 13%
30x | 11%
28x | 8% https://t.co/aDJ7eU8npV
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$MELI trades for a reasonable PEG 🤝
NTM P/E ~44x
2026 EPS➡️ $59.55 (+48%)
2027 EPS ➡️ $83.48 (+40%)
2028 EPS ➡️ $115.61 (+38%)
CAGR at various multiples assuming 2028 EPS of $100 (~14% below est)
36x | 18%
34x | 16%
32x | 13%
30x | 11%
28x | 8% https://t.co/aDJ7eU8npV
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Offshore
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Brady Long
RT @bigaiguy: Drowning in open tabs?
MiniMax Agent is your savior. I set up a batch workflow to summarize 20+ newsletters every morning.
It reads the web so I don't have to.
Reclaim your life:
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RT @bigaiguy: Drowning in open tabs?
MiniMax Agent is your savior. I set up a batch workflow to summarize 20+ newsletters every morning.
It reads the web so I don't have to.
Reclaim your life:
MiniMax Agent = Claude cowork + Clawdbot
- Lives on your computer AND in the cloud
- Agentic + batch workflows
- Full browser control
- Agent skills library
- Expert agents: customized & shared
- Runs on macOS & Windows
Upgrade your tools and mindset. Everyone is an Agent Designer.
https://t.co/XzaTmAos0V tweet
Offshore
Video
AkhenOsiris
RT @JerryCap: feels like it took 3 months instead?
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RT @JerryCap: feels like it took 3 months instead?
Andrej Karpathy says today's agents aren't ready to work like real coworkers or interns
They lack intelligence, can't use computers, aren't multimodal, lack continual learning, and forget what you tell them
Fixing these gaps will take about a decade https://t.co/dAWOiM9GDC tweet
AkhenOsiris
$HOOD
Cantor Fitzgerald assumed coverage of Robinhood with an Overweight rating and $130.
The company’s growth runway keeps getting longer as it capitalizes on secular trends for digital financial services with rapid product innovation and consistent execution, the analyst tells investors in a research note. Robinhood’s younger customer demographic vs. peers also positions the company to capture incremental wallet share as customers’ financial needs expand, and the firm views the company’s current valuation and price levels as attractive, Cantor added.
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$HOOD
Cantor Fitzgerald assumed coverage of Robinhood with an Overweight rating and $130.
The company’s growth runway keeps getting longer as it capitalizes on secular trends for digital financial services with rapid product innovation and consistent execution, the analyst tells investors in a research note. Robinhood’s younger customer demographic vs. peers also positions the company to capture incremental wallet share as customers’ financial needs expand, and the firm views the company’s current valuation and price levels as attractive, Cantor added.
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Offshore
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Quiver Quantitative
Holy cow, look at that timing.
Four days ago, we sent out this alert after catching a member of Congress dumping stock in UnitedHealth.
$UNH has plummeted 19% today on news of the Trump admin proposing flat rates for Medicare. https://t.co/dJsCR6nuQh
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Holy cow, look at that timing.
Four days ago, we sent out this alert after catching a member of Congress dumping stock in UnitedHealth.
$UNH has plummeted 19% today on news of the Trump admin proposing flat rates for Medicare. https://t.co/dJsCR6nuQh
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Offshore
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Clark Square Capital
RT @AstutexAi: Honestly, I did not expect Vera Bradley $VRA to be this volatile - absolutely crazy and I don’t think it’s deserved. Obviously I'm not an expert, but I do like the new designs.
It’s interesting that the majority of Instagram comments are positive, while Facebook (older audience) comments are mostly complaints. Liquidation of old stock is ongoing, but I remain very bullish (yes, my PT is still above $5) @electraheart_99 what do you think?
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RT @AstutexAi: Honestly, I did not expect Vera Bradley $VRA to be this volatile - absolutely crazy and I don’t think it’s deserved. Obviously I'm not an expert, but I do like the new designs.
It’s interesting that the majority of Instagram comments are positive, while Facebook (older audience) comments are mostly complaints. Liquidation of old stock is ongoing, but I remain very bullish (yes, my PT is still above $5) @electraheart_99 what do you think?
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