Offshore
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Brady Long
Haven’t seen a company ship faster than this.
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Haven’t seen a company ship faster than this.
Meet Lovart Skills. ✨
Packaged design instructions that take you from idea to professional visual outcomes.
Choose what you want to create, and the agent runs full workflows automatically.
Like + reply + follow – 15 lucky winners get 500 credits each! https://t.co/cpO1wqABG9 tweet
Offshore
Video
Brady Long
RT @thisdudelikesAI: It’s cool to see most of these design tools become full creative workflow tools.
The future looks cool.
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RT @thisdudelikesAI: It’s cool to see most of these design tools become full creative workflow tools.
The future looks cool.
Meet Lovart Skills. ✨
Packaged design instructions that take you from idea to professional visual outcomes.
Choose what you want to create, and the agent runs full workflows automatically.
Like + reply + follow – 15 lucky winners get 500 credits each! https://t.co/cpO1wqABG9 tweet
Offshore
Photo
God of Prompt
RT @godofprompt: The best prompt I ever wrote was telling the AI what NOT to do.
After 2 years using ChatGPT, Claude, and Gemini professionally, I've learned:
Constraints > Instructions
Here are 8 "anti-prompts" that tripled my output quality: https://t.co/VxmQ13erun
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RT @godofprompt: The best prompt I ever wrote was telling the AI what NOT to do.
After 2 years using ChatGPT, Claude, and Gemini professionally, I've learned:
Constraints > Instructions
Here are 8 "anti-prompts" that tripled my output quality: https://t.co/VxmQ13erun
tweet
Javier Blas
RT @staunovo: White House envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi are expected to meet on Friday in Istanbul to discuss a possible nuclear deal, according to two sources with knowledge.
A third source familiar with the planning said a meeting on Friday was "the best case scenario" but cautioned that nothing is final until it happens.
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RT @staunovo: White House envoy Steve Witkoff and Iranian Foreign Minister Abbas Araghchi are expected to meet on Friday in Istanbul to discuss a possible nuclear deal, according to two sources with knowledge.
A third source familiar with the planning said a meeting on Friday was "the best case scenario" but cautioned that nothing is final until it happens.
🚨🇺🇸🇮🇷U.S.-Iran nuclear talks planned for Friday amid military buildup. My story on @axios
https://t.co/tkgE8lWs2g tweet
X (formerly Twitter)
Barak Ravid (@BarakRavid) on X
🚨🇺🇸🇮🇷U.S.-Iran nuclear talks planned for Friday amid military buildup. My story on @axios
https://t.co/tkgE8lWs2g
https://t.co/tkgE8lWs2g
Offshore
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The Transcript
Palantir earnings today:
$PLTR https://t.co/qh45afM588
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Palantir earnings today:
$PLTR https://t.co/qh45afM588
Monday's earnings buffet includes Disney and Palantir:
Before Open: $DIS $APTS $IDXX $TSN $TWST $NSSC $RVTY $HESM
After Close: $PLTR $TER $NXPI $WWD $FN $RMBS $RMBS $DVA $SPG $DOC $TWO https://t.co/2rVgTz3tx9 tweet
Offshore
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App Economy Insights
RT @EconomyApp: 📊 January earnings visualized:
☁️ Big Tech: $AAPL $MSFT $META $TSLA
🏦 Banks: $JPM $BAC $WFC $C $SCHW
🏥 Healthcare: $JNJ $UNH $ABT $ISRG
⚙️ Semis: $TSMC $INTC $KLA $TXN
✈️ Airlines: $AAL $DAL $LUV $UAL
💻 Software: $IBM $SAP $NOW
📞 Telecom: $T $CMCSA $VZ
🔬 Equipment: $ASML $LRCX
💳 Payments: $AXP $V $MA
🥤 Beverage: $SBUX $STZ
💰 Wealth: $MS $GS $BLK
🍿 Entertainment: $NFLX
🛩️ Defense: $BA $LMT
50+ companies covered 👇
https://t.co/650GhPogGk
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RT @EconomyApp: 📊 January earnings visualized:
☁️ Big Tech: $AAPL $MSFT $META $TSLA
🏦 Banks: $JPM $BAC $WFC $C $SCHW
🏥 Healthcare: $JNJ $UNH $ABT $ISRG
⚙️ Semis: $TSMC $INTC $KLA $TXN
✈️ Airlines: $AAL $DAL $LUV $UAL
💻 Software: $IBM $SAP $NOW
📞 Telecom: $T $CMCSA $VZ
🔬 Equipment: $ASML $LRCX
💳 Payments: $AXP $V $MA
🥤 Beverage: $SBUX $STZ
💰 Wealth: $MS $GS $BLK
🍿 Entertainment: $NFLX
🛩️ Defense: $BA $LMT
50+ companies covered 👇
https://t.co/650GhPogGk
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Offshore
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Dimitry Nakhla | Babylon Capital®
It may have been easy to gloss over management’s comments on pricing power in Mastercard’s latest report.
$MA now derives nearly half (~44%) of total revenue from Value-Added Services & Solutions — a substantial amount of non-payment network revenue for a company still often viewed as a “payments” business.
CFO Sachin Mehra noted VAS growth was:
“Primarily driven by strong demand across digital & authentication, security solutions, consumer acquisition & engagement, and business & market insights — 𝙖𝙨 𝙬𝙚𝙡𝙡 𝙖𝙨 𝙥𝙧𝙞𝙘𝙞𝙣𝙜.”
Mehra further emphasized pricing is a function of delivering incremental customer value via new products, enhancements, and solution expansions — and then embedding that value into forecasts.
Notably, VAS is $MA fastest-growing segment, with 𝙛𝙤𝙪𝙧 𝙘𝙤𝙣𝙨𝙚𝙘𝙪𝙩𝙞𝙫𝙚 𝙦𝙪𝙖𝙧𝙩𝙚𝙧𝙨 𝙤𝙛 𝙔𝙤𝙔 𝙖𝙘𝙘𝙚𝙡𝙚𝙧𝙖𝙩𝙞𝙤𝙣.
𝘐𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘤𝘰𝘯𝘵𝘪𝘯𝘶𝘦 𝘵𝘰 𝘶𝘯𝘥𝘦𝘳𝘦𝘴𝘵𝘪𝘮𝘢𝘵𝘦 𝘵𝘩𝘦 𝘭𝘢𝘵𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘥𝘶𝘳𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘰𝘧 𝘱𝘳𝘪𝘤𝘪𝘯𝘨 𝘱𝘰𝘸𝘦𝘳 𝘦𝘮𝘣𝘦𝘥𝘥𝘦𝘥 𝘪𝘯𝘴𝘪𝘥𝘦 𝘔𝘢𝘴𝘵𝘦𝘳𝘤𝘢𝘳𝘥’𝘴 𝘦𝘹𝘱𝘢𝘯𝘥𝘪𝘯𝘨 𝘝𝘈𝘚 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮.
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It may have been easy to gloss over management’s comments on pricing power in Mastercard’s latest report.
$MA now derives nearly half (~44%) of total revenue from Value-Added Services & Solutions — a substantial amount of non-payment network revenue for a company still often viewed as a “payments” business.
CFO Sachin Mehra noted VAS growth was:
“Primarily driven by strong demand across digital & authentication, security solutions, consumer acquisition & engagement, and business & market insights — 𝙖𝙨 𝙬𝙚𝙡𝙡 𝙖𝙨 𝙥𝙧𝙞𝙘𝙞𝙣𝙜.”
Mehra further emphasized pricing is a function of delivering incremental customer value via new products, enhancements, and solution expansions — and then embedding that value into forecasts.
Notably, VAS is $MA fastest-growing segment, with 𝙛𝙤𝙪𝙧 𝙘𝙤𝙣𝙨𝙚𝙘𝙪𝙩𝙞𝙫𝙚 𝙦𝙪𝙖𝙧𝙩𝙚𝙧𝙨 𝙤𝙛 𝙔𝙤𝙔 𝙖𝙘𝙘𝙚𝙡𝙚𝙧𝙖𝙩𝙞𝙤𝙣.
𝘐𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴 𝘤𝘰𝘯𝘵𝘪𝘯𝘶𝘦 𝘵𝘰 𝘶𝘯𝘥𝘦𝘳𝘦𝘴𝘵𝘪𝘮𝘢𝘵𝘦 𝘵𝘩𝘦 𝘭𝘢𝘵𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘥𝘶𝘳𝘢𝘣𝘪𝘭𝘪𝘵𝘺 𝘰𝘧 𝘱𝘳𝘪𝘤𝘪𝘯𝘨 𝘱𝘰𝘸𝘦𝘳 𝘦𝘮𝘣𝘦𝘥𝘥𝘦𝘥 𝘪𝘯𝘴𝘪𝘥𝘦 𝘔𝘢𝘴𝘵𝘦𝘳𝘤𝘢𝘳𝘥’𝘴 𝘦𝘹𝘱𝘢𝘯𝘥𝘪𝘯𝘨 𝘝𝘈𝘚 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮.
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