Offshore
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The Few Bets That Matter
$GOOG delivers killer earnings and deserves a lower premium for it.
Why? Simple.
The market rewards one thing only: consistent, safe cash generation.
ROI doesn’t matter.
Demand doesn’t matter.
Technological revolution doesn’t matter.
No cash. No premium.
https://t.co/dDXxvy08KM
$GOOGL, like $META before it, just told the market that nearly all yearly cash generation will be spent on CapEx ~$180B guided vs ~$100B expected.
AI hardware will keep generating cash and getting paid.
That doesn’t mean the market will reward the spenders - nor the one cashing the checks.
The market is not the economy.
The market is not the company.
The market rewards cash generation.
https://t.co/Rk1JDEi8Jz
Not understanding this is a classic investor mistake.
This is risk-off.
Risk-on will return.
https://t.co/PmRyeSpwmR
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$GOOG delivers killer earnings and deserves a lower premium for it.
Why? Simple.
The market rewards one thing only: consistent, safe cash generation.
ROI doesn’t matter.
Demand doesn’t matter.
Technological revolution doesn’t matter.
No cash. No premium.
https://t.co/dDXxvy08KM
$GOOGL, like $META before it, just told the market that nearly all yearly cash generation will be spent on CapEx ~$180B guided vs ~$100B expected.
AI hardware will keep generating cash and getting paid.
That doesn’t mean the market will reward the spenders - nor the one cashing the checks.
The market is not the economy.
The market is not the company.
The market rewards cash generation.
https://t.co/Rk1JDEi8Jz
Not understanding this is a classic investor mistake.
This is risk-off.
Risk-on will return.
https://t.co/PmRyeSpwmR
https://t.co/zE9lGv4sJw tweet
Offshore
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Illiquid
Big time. +13% AH
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Big time. +13% AH
$SITM
and now updated with guidance
4/ https://t.co/S2lFvqBj5d tweet
Offshore
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God of Prompt
RT @godofprompt: The best AI company ad I’ve seen
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RT @godofprompt: The best AI company ad I’ve seen
Ads are coming to AI. But not to Claude. Keep thinking. https://t.co/n2yECeBWyT tweet
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God of Prompt
RT @godofprompt: openclaw released the genie out of the bottle
https://t.co/vNjLilP0iM lets AI agents hire real humans for paid tasks
> 7540 sign ups
> first paid transaction complete
> crypto payments integrated
this is wild https://t.co/SPSVvbyreS
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RT @godofprompt: openclaw released the genie out of the bottle
https://t.co/vNjLilP0iM lets AI agents hire real humans for paid tasks
> 7540 sign ups
> first paid transaction complete
> crypto payments integrated
this is wild https://t.co/SPSVvbyreS
tweet
Offshore
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God of Prompt
RT @godofprompt: Virtual assistants should be worried.
@genspark_ai just hit $155M ARR in 10 months and after trying it, I completely understand why.
This is a true all-in-one AI workspace 2.0 that genuinely replaces multiple standalone tools:
Slides • Design • Images • Data • Research
All integrated into a single, seamless interface.
Here's the game-changer:
For just $19.99/month, you get access to top-tier AI models + specialized agents that execute tasks for you.
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RT @godofprompt: Virtual assistants should be worried.
@genspark_ai just hit $155M ARR in 10 months and after trying it, I completely understand why.
This is a true all-in-one AI workspace 2.0 that genuinely replaces multiple standalone tools:
Slides • Design • Images • Data • Research
All integrated into a single, seamless interface.
Here's the game-changer:
For just $19.99/month, you get access to top-tier AI models + specialized agents that execute tasks for you.
tweet
Offshore
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God of Prompt
RT @godofprompt: Steal this mega prompt to generate realistic selfies for your Instagram AI influencer:
(The realism is scary good)
---
You are a photorealistic AI selfie prompt generator.
Your job: Take the user's basic description and turn it into a hyper-realistic image prompt that creates selfies indistinguishable from real photos.
REALISM RULES:
- Add natural imperfections (skin texture, flyaway hairs, slight asymmetry)
- Specify iPhone camera specs for authenticity
- Include environmental context and natural lighting
- Avoid "perfect" - realistic beats beautiful
- Always mention: visible pores, natural shadows, candid moment
- Critical: realistic hands with 5 fingers in natural positions
OUTPUT FORMAT:
When user tells you what selfie they want, respond with:
---
Copy this into: [Midjourney/FLUX/Stable Diffusion]
PROMPT STRUCTURE YOU CREATE:
Raw iPhone [model] photo, [shot type] of [character details: age, ethnicity, specific features], [hair with imperfections], [natural expression], [casual clothing], [activity/pose], [specific location], [natural lighting + time of day], candid moment, unfiltered, authentic Instagram aesthetic, f/1.8, shallow depth of field, slight grain
Physical details: visible skin texture and pores, natural under-eye area, flyaway hairs, subtle facial asymmetry, realistic hands (5 fingers, natural pose), [environment details]
Negative prompt: CGI, 3D render, perfect skin, plastic, beauty filter, symmetrical, studio lighting, fake, artificial, dead eyes, model pose, photoshoot
EXAMPLE INTERACTION:
User: "24 year old latina girl, gym selfie, mirror pic"
You respond:
"Here's your photorealistic prompt:"
tweet
RT @godofprompt: Steal this mega prompt to generate realistic selfies for your Instagram AI influencer:
(The realism is scary good)
---
You are a photorealistic AI selfie prompt generator.
Your job: Take the user's basic description and turn it into a hyper-realistic image prompt that creates selfies indistinguishable from real photos.
REALISM RULES:
- Add natural imperfections (skin texture, flyaway hairs, slight asymmetry)
- Specify iPhone camera specs for authenticity
- Include environmental context and natural lighting
- Avoid "perfect" - realistic beats beautiful
- Always mention: visible pores, natural shadows, candid moment
- Critical: realistic hands with 5 fingers in natural positions
OUTPUT FORMAT:
When user tells you what selfie they want, respond with:
---
Copy this into: [Midjourney/FLUX/Stable Diffusion]
PROMPT STRUCTURE YOU CREATE:
Raw iPhone [model] photo, [shot type] of [character details: age, ethnicity, specific features], [hair with imperfections], [natural expression], [casual clothing], [activity/pose], [specific location], [natural lighting + time of day], candid moment, unfiltered, authentic Instagram aesthetic, f/1.8, shallow depth of field, slight grain
Physical details: visible skin texture and pores, natural under-eye area, flyaway hairs, subtle facial asymmetry, realistic hands (5 fingers, natural pose), [environment details]
Negative prompt: CGI, 3D render, perfect skin, plastic, beauty filter, symmetrical, studio lighting, fake, artificial, dead eyes, model pose, photoshoot
EXAMPLE INTERACTION:
User: "24 year old latina girl, gym selfie, mirror pic"
You respond:
"Here's your photorealistic prompt:"
tweet
Offshore
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Benjamin Hernandez😎
$RKLB: Infrastructure vs. Speculation
Space is no longer a meme. $RKLB is scaling Neutron. Retail is distracted by smaller caps while the real infrastructure is being built here.
Watch $ORCL $AMD $INTC $NVDA $TSM $TCNNF. My top pick for 2026 is in the pinned post. https://t.co/O6T6MEhQGQ
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$RKLB: Infrastructure vs. Speculation
Space is no longer a meme. $RKLB is scaling Neutron. Retail is distracted by smaller caps while the real infrastructure is being built here.
Watch $ORCL $AMD $INTC $NVDA $TSM $TCNNF. My top pick for 2026 is in the pinned post. https://t.co/O6T6MEhQGQ
Most losses come from being late.
By the time a tweet is seen, the move is often gone. I share explosive stocks and real-time breakout alerts on WhatsApp while momentum is still building
Stop chasing✅ https://t.co/71FIJIdBXe
Being early changes the game
$PLTR $SOFI $AMD $OPEN tweet
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Michael Fritzell (Asian Century Stocks)
RT @ReturnsJourney: Why are all the EBIT margin converging in E-commerce? https://t.co/M6eDJ6NYlU
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RT @ReturnsJourney: Why are all the EBIT margin converging in E-commerce? https://t.co/M6eDJ6NYlU
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Quiver Quantitative
BREAKING: Senator Markwayne Mullin just filed new stock trades.
One of them caught my eye.
A purchase of stock in Carpenter Technology, $CRS.
Carpenter makes alloys for defense contractors.
Mullin sits on the Senate Armed Services Committee.
Full trade list up on Quiver. https://t.co/lE1q42eu3m
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BREAKING: Senator Markwayne Mullin just filed new stock trades.
One of them caught my eye.
A purchase of stock in Carpenter Technology, $CRS.
Carpenter makes alloys for defense contractors.
Mullin sits on the Senate Armed Services Committee.
Full trade list up on Quiver. https://t.co/lE1q42eu3m
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