Offshore
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Fiscal.ai
Atlassian CEO:
"We believe our shares are significantly undervalued. We’re using our strong free cash flow to opportunistically repurchase our stock."
$TEAM https://t.co/YJAiJfdJ4t
tweet
Atlassian CEO:
"We believe our shares are significantly undervalued. We’re using our strong free cash flow to opportunistically repurchase our stock."
$TEAM https://t.co/YJAiJfdJ4t
tweet
Offshore
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The Transcript
Bill CEO: "We delivered a strong Q2, with a significant beat on revenue and profitability..."
CFO: "We accelerated core revenue growth while strengthening our margin profile."
$BILL: +15% AH https://t.co/v6OA2qRFhY
tweet
Bill CEO: "We delivered a strong Q2, with a significant beat on revenue and profitability..."
CFO: "We accelerated core revenue growth while strengthening our margin profile."
$BILL: +15% AH https://t.co/v6OA2qRFhY
tweet
Offshore
Photo
The Transcript
$AMZN CEO: "AWS growing 24% (our fastest growth in 13 quarters)..." https://t.co/HgFigEwVx8
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$AMZN CEO: "AWS growing 24% (our fastest growth in 13 quarters)..." https://t.co/HgFigEwVx8
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Offshore
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God of Prompt
RT @godofprompt: Everyone's hyping Claude Skills API.
Nobody's talking about the fact that you're running production code inside a black box you can't see, can't debug, can't control.
And you're locked to one model forever.
There's an open-source alternative that fixes this shit.
https://t.co/r6Sg8MXzMI
tweet
RT @godofprompt: Everyone's hyping Claude Skills API.
Nobody's talking about the fact that you're running production code inside a black box you can't see, can't debug, can't control.
And you're locked to one model forever.
There's an open-source alternative that fixes this shit.
https://t.co/r6Sg8MXzMI
tweet
Offshore
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Bourbon Capital
$AMZN AWS casually growing 24% (The fastest growth in 13 quarters) https://t.co/0FXvGpcKcw
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$AMZN AWS casually growing 24% (The fastest growth in 13 quarters) https://t.co/0FXvGpcKcw
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Offshore
Photo
The Transcript
$MSTR has been buying the Bitcoin dip
"We increased our holdings to 713,502 bitcoins, including 41,002 bitcoins acquired in January 2026 alone."
$MTSR: -1% AH https://t.co/JfTX9uVY8V
tweet
$MSTR has been buying the Bitcoin dip
"We increased our holdings to 713,502 bitcoins, including 41,002 bitcoins acquired in January 2026 alone."
$MTSR: -1% AH https://t.co/JfTX9uVY8V
Strategy announces Q4 2025 results:
- 713,502 $BTC held
- 22.8% BTC Yield in 2025
- Largest US equity issuer, raised $25.3 billion in 2025
- $STRC scaled to $3.4 billion; 11.25% current dividend rate https://t.co/d6oGz8jHI8 tweet
Offshore
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Fiscal.ai
Amazon Q4 Revenue Growth
Online Stores +10%
3P Seller Services +11%
AWS +24%
Advertising Services +23%
Subscriptions +14%
Physical Stores +5%
$AMZN https://t.co/2i8Gt0drxG
tweet
Amazon Q4 Revenue Growth
Online Stores +10%
3P Seller Services +11%
AWS +24%
Advertising Services +23%
Subscriptions +14%
Physical Stores +5%
$AMZN https://t.co/2i8Gt0drxG
tweet
Offshore
Photo
The Transcript
$AMZN CEO @ajassy guides to ~$200B capex in FY26, up 52% YoY from $131.8B in FY25.
"With such strong demand for our existing offerings and seminal opportunities ...we expect to invest about $200B in capex across Amazon in 2026 & anticipate strong long-term ROIC" https://t.co/JY4IDtBF24
tweet
$AMZN CEO @ajassy guides to ~$200B capex in FY26, up 52% YoY from $131.8B in FY25.
"With such strong demand for our existing offerings and seminal opportunities ...we expect to invest about $200B in capex across Amazon in 2026 & anticipate strong long-term ROIC" https://t.co/JY4IDtBF24
Alphabet CEO guiding to $175–185B in FY26 capex vs $91.4B in FY25 [YoY increase of ~92–102%]
"To meet customer demand and capitalize on the growing opportunities we have ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185B."
$GOOG $GOOGL https://t.co/iCPTR76C5H tweet