Offshore
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God of Prompt
RT @godofprompt: PPT templates are dead.
Kimi Agentic Slides generates fully editable, designer-level presentations in seconds no templates, no limits, pure customization.
It's like NotebookLM but you can actually edit everything.
Here's what just changed forever: https://t.co/0K7IemCuBH
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RT @godofprompt: PPT templates are dead.
Kimi Agentic Slides generates fully editable, designer-level presentations in seconds no templates, no limits, pure customization.
It's like NotebookLM but you can actually edit everything.
Here's what just changed forever: https://t.co/0K7IemCuBH
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Offshore
Video
Startup Archive
NVDIA CEO Jensen Huang: Your startup doesn't need a business plan
“I didn’t know how to write a business plan… Making a financial forecast that nobody knows is going to be right or wrong turns out to not be that important.”
Jensen continues:
“I think that the art of writing a business plan ought to be much, much shorter. It should force you to concisely answer: What is the problem you’re trying to solve? What is the unmet need you believe will emerge? And what is it that you’re going to do that is sufficiently hard that when everybody else finds out it’s a good idea, they’re not going to swarm it and make you obsolete? It has to be sufficiently hard to do.”
Marc Andreessen echoes similar points in a separate interview:
“The process of planning is very valuable for forcing you to think hard about what you’re doing, but the actual plan that results from it is probably useless. In particular, now that we’re VCs, we’re evaluating pitches and when people come in, we want to hear their plan and we want to hear it in some detail because we want to see that they can think about the entire thing end-to-end. And if their initial plan doesn’t make sense, then obviously there’s an issue because they’re not quite capable of fully thinking this through. But when you get somebody who comes in and they present you the perfect plan and everything is fully integrated and makes sense, all you know from that is that they can come up with a good plan—which is good! But the odds that will be the plan they succeed on is still very small.”
Video source: @AcquiredFM (2023)
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NVDIA CEO Jensen Huang: Your startup doesn't need a business plan
“I didn’t know how to write a business plan… Making a financial forecast that nobody knows is going to be right or wrong turns out to not be that important.”
Jensen continues:
“I think that the art of writing a business plan ought to be much, much shorter. It should force you to concisely answer: What is the problem you’re trying to solve? What is the unmet need you believe will emerge? And what is it that you’re going to do that is sufficiently hard that when everybody else finds out it’s a good idea, they’re not going to swarm it and make you obsolete? It has to be sufficiently hard to do.”
Marc Andreessen echoes similar points in a separate interview:
“The process of planning is very valuable for forcing you to think hard about what you’re doing, but the actual plan that results from it is probably useless. In particular, now that we’re VCs, we’re evaluating pitches and when people come in, we want to hear their plan and we want to hear it in some detail because we want to see that they can think about the entire thing end-to-end. And if their initial plan doesn’t make sense, then obviously there’s an issue because they’re not quite capable of fully thinking this through. But when you get somebody who comes in and they present you the perfect plan and everything is fully integrated and makes sense, all you know from that is that they can come up with a good plan—which is good! But the odds that will be the plan they succeed on is still very small.”
Video source: @AcquiredFM (2023)
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God of Prompt
RT @godofprompt: 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
RT @godofprompt: 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
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The Few Bets That Matter
$UNH might be a great company and maybe even a great long-term opportunity.
But I don’t understand the need to jump on every hyped trade on social media without even understanding the business.
Insurance is complex.
The models are complex.
The regulations are complex...
And right now thigns are clearly not going well for bulls. Why push you luck? Just move on, there are better names out there.
Not every stock needs your money.
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$UNH might be a great company and maybe even a great long-term opportunity.
But I don’t understand the need to jump on every hyped trade on social media without even understanding the business.
Insurance is complex.
The models are complex.
The regulations are complex...
And right now thigns are clearly not going well for bulls. Why push you luck? Just move on, there are better names out there.
Not every stock needs your money.
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Offshore
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The Few Bets That Matter
Three defensive stocks which will outperform the $SPY this year.
$DAR - Turns waste into fuel. Government is about to force oil companies to buy more credits which benegfits $DAR two-folds.
$NTR - World's biggest fertilizer. Demand is growing while supply is flat and won't expand before long. Pricing power and guidance raised.
$SWBI - A pro-firearm administration, a cleared inventory and strong demand for new products.
None of them are sexy. All of them are cheap.
Depends if you're in it for the glory or the money.
https://t.co/4VEeuiyaMg
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Three defensive stocks which will outperform the $SPY this year.
$DAR - Turns waste into fuel. Government is about to force oil companies to buy more credits which benegfits $DAR two-folds.
$NTR - World's biggest fertilizer. Demand is growing while supply is flat and won't expand before long. Pricing power and guidance raised.
$SWBI - A pro-firearm administration, a cleared inventory and strong demand for new products.
None of them are sexy. All of them are cheap.
Depends if you're in it for the glory or the money.
https://t.co/4VEeuiyaMg
https://t.co/GeThNIWDHo tweet
Offshore
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Fiscal.ai
General Motors has bought back 38% of its shares over the last 4 years.
That's an 11% annual reduction.
Emerging share cannibal?
$GM https://t.co/SV81hm1StX
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General Motors has bought back 38% of its shares over the last 4 years.
That's an 11% annual reduction.
Emerging share cannibal?
$GM https://t.co/SV81hm1StX
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Offshore
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App Economy Insights
Louis Vuitton Moët Hennessy FY25.
Revenue -5% Y/Y to €80.8B:
🍷 Wines & Spirits -9% to €5.4B.
👜 Fashion & Leather goods -8% to €37.8B.
💅 Perfumes & Cosmetics -3% to €8.2B.
💍 Watches & Jewelry -1% to €10.5B.
🛍️ Selective retailing +0% to €18.3B. https://t.co/DOAjmlG6pu
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Louis Vuitton Moët Hennessy FY25.
Revenue -5% Y/Y to €80.8B:
🍷 Wines & Spirits -9% to €5.4B.
👜 Fashion & Leather goods -8% to €37.8B.
💅 Perfumes & Cosmetics -3% to €8.2B.
💍 Watches & Jewelry -1% to €10.5B.
🛍️ Selective retailing +0% to €18.3B. https://t.co/DOAjmlG6pu
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Offshore
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Dimitry Nakhla | Babylon Capital®
ASML Holding $ASML reports Q4 2025 Earnings in 12 hours (1:00AM EST) 💵
🗓️ REV Est: €9.58B (+3%)
🗓️ EPS Est: €7.55 (+10%)
Key Highlights from Q4 2024 Report:
•Q4 Net Sales: €9.26B
•FY 2024 Revenue: €28.26B
•FY Installed Base •REV: €6.5B (16% YoY)
•Q4 Gross Margin: 51.7%
•FY Gross Margin: 51.3%
•FY Net Income: €7.6B
•FY Net System Sales (in units): 44 EUV, 374 DUV, 165 Metrology & Inspection
•Q4 Net System Bookings: €7.1B (of which €3.0B EUV)
•Year-end Backlog: ~€36B
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ASML Holding $ASML reports Q4 2025 Earnings in 12 hours (1:00AM EST) 💵
🗓️ REV Est: €9.58B (+3%)
🗓️ EPS Est: €7.55 (+10%)
Key Highlights from Q4 2024 Report:
•Q4 Net Sales: €9.26B
•FY 2024 Revenue: €28.26B
•FY Installed Base •REV: €6.5B (16% YoY)
•Q4 Gross Margin: 51.7%
•FY Gross Margin: 51.3%
•FY Net Income: €7.6B
•FY Net System Sales (in units): 44 EUV, 374 DUV, 165 Metrology & Inspection
•Q4 Net System Bookings: €7.1B (of which €3.0B EUV)
•Year-end Backlog: ~€36B
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