Offshore
Video
Moon Dev
ive got 5 openclaws that are all working on unicorn ideas now
that come directly from my actual workflow https://t.co/LmDrNaS7jR
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ive got 5 openclaws that are all working on unicorn ideas now
that come directly from my actual workflow https://t.co/LmDrNaS7jR
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Dimitry Nakhla | Babylon Capital®
15 Quality Stocks With Estimated 2026–2028 EPS CAGR >15% 💵*
1. $GOOG 16%
2. $MA 16%
3. $META 16%
4. $MSFT 16%
5. $TDG 17%
6. $FTAI 19%
7. $NVDA 20%
8. $NOW 21%
9. $ASML 22%
10. $AMZN 23%
11. $LRCX 23%
12. $TSM 23%
13. $APP 28%
14. $PLTR 38%
15. $GEV 51%
___
*12/2026 - 12/2028
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15 Quality Stocks With Estimated 2026–2028 EPS CAGR >15% 💵*
1. $GOOG 16%
2. $MA 16%
3. $META 16%
4. $MSFT 16%
5. $TDG 17%
6. $FTAI 19%
7. $NVDA 20%
8. $NOW 21%
9. $ASML 22%
10. $AMZN 23%
11. $LRCX 23%
12. $TSM 23%
13. $APP 28%
14. $PLTR 38%
15. $GEV 51%
___
*12/2026 - 12/2028
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Offshore
Photo
The Few Bets That Matter
$TMDX flights continue to look extremely strong.
The only "breasih" outcome from this trend is that the increase comes from double-shifting planes replacing third-party flights.
The $TMDX bull case is OCS volume. Replacing one flight with another doesn’t increase OCS usage. It proves demand for the end-to-end service, but it doesn’t automatically increase volume.
Management said they'll always need third-party planes if only for long-distance flights. Reducing them from 20% to 5% would be positive, revenue and fundamental wise, but not a game changer.
Now, if $TMDX is truly running ~28 flights per day in Q1-26 while still keeping ~20% third-party flights…
The Street will be chocked.
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$TMDX flights continue to look extremely strong.
The only "breasih" outcome from this trend is that the increase comes from double-shifting planes replacing third-party flights.
The $TMDX bull case is OCS volume. Replacing one flight with another doesn’t increase OCS usage. It proves demand for the end-to-end service, but it doesn’t automatically increase volume.
Management said they'll always need third-party planes if only for long-distance flights. Reducing them from 20% to 5% would be positive, revenue and fundamental wise, but not a game changer.
Now, if $TMDX is truly running ~28 flights per day in Q1-26 while still keeping ~20% third-party flights…
The Street will be chocked.
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Offshore
Video
Brady Long
I just called my mom and told her I love her.
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I just called my mom and told her I love her.
RIP typing.
I just watched my Mac finish a 4-hour workday in 90 seconds.
This is absurd. https://t.co/zYVc8O4HId tweet
Offshore
Video
God of Prompt
AI agents can now buy services and products on Contra.
If you’re too busy to search through millions of freelancers, send OpenClaw.
This is a massive advancement.
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AI agents can now buy services and products on Contra.
If you’re too busy to search through millions of freelancers, send OpenClaw.
This is a massive advancement.
Introducing Contra Payments.
The first payments platform that lets you sell to AI Agents.
RT + Comment “Contra” and I’ll send you 100 products AI agents are looking for. https://t.co/XgPgfq4pRW tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @joecarlsonshow: Moodys just body slammed the AI death narrative.
“First of all, a lot of the data simply isn’t available to the public… built on decades of commercial agreements & IP rights… legal & regulatory constraints… semantic complexity… entity resolution… historical depth… governance…
Every bank I talk to tells me, ‘Good enough is not good enough for our institution.’ What they want from us, they want to move, in many cases, to fewer trusted providers…
“We’ve never had seat-based licenses…thinking as we speak and trailing different pricing models to be able to capture some of that upside.”
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RT @joecarlsonshow: Moodys just body slammed the AI death narrative.
“First of all, a lot of the data simply isn’t available to the public… built on decades of commercial agreements & IP rights… legal & regulatory constraints… semantic complexity… entity resolution… historical depth… governance…
Every bank I talk to tells me, ‘Good enough is not good enough for our institution.’ What they want from us, they want to move, in many cases, to fewer trusted providers…
“We’ve never had seat-based licenses…thinking as we speak and trailing different pricing models to be able to capture some of that upside.”
$MCO CEO was just asked about AI threats & the durability of its moat. His response:
“First of all, a lot of the data simply isn’t available to the public… built on decades of commercial agreements & IP rights… legal & regulatory constraints… semantic complexity… entity resolution… historical depth… governance…
Every bank I talk to tells me, ‘Good enough is not good enough for our institution.’ What they want from us, they want to move, in many cases, to fewer trusted providers…
“We’ve never had seat-based licenses…thinking as we speak and trailing different pricing models to be able to capture some of that upside.” tweet
Javier Blas
RT @ianbremmer: us voters did not sign up for a large scale military campaign in iran.
venezuela was popular because no americans were hurt and military operations were over almost before they started.
president trump should think carefully before he gives the iran order.
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RT @ianbremmer: us voters did not sign up for a large scale military campaign in iran.
venezuela was popular because no americans were hurt and military operations were over almost before they started.
president trump should think carefully before he gives the iran order.
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God of Prompt
RT @godofprompt: The average knowledge worker types for 3 hours and switches tabs 1,100 times per day.
We spent 3 years mastering prompt engineering just to type faster into chatbots.
Nobody stopped to ask the obvious question: why are we still typing at all?
Voice-to-action just killed the entire prompting workflow.
Here's why this changes everything:
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RT @godofprompt: The average knowledge worker types for 3 hours and switches tabs 1,100 times per day.
We spent 3 years mastering prompt engineering just to type faster into chatbots.
Nobody stopped to ask the obvious question: why are we still typing at all?
Voice-to-action just killed the entire prompting workflow.
Here's why this changes everything:
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @govro12: Rarely seen a ~3bagger in 2 month aerospace engine is a good hunting ground will be my next séries of post after video game 🇯🇵 https://t.co/1kRg472yPe
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RT @govro12: Rarely seen a ~3bagger in 2 month aerospace engine is a good hunting ground will be my next séries of post after video game 🇯🇵 https://t.co/1kRg472yPe
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Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @govro12: New post at https://t.co/9xQqIiqhHr - Industry research on video game in Japan perspective on the console wars, + Capcom $9697 Nintendo recent earnings+ KPIs on Sony, Bandai Namco and Square Enix. Japan video game ind. is a fertile ground with solid compounders
🧵
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RT @govro12: New post at https://t.co/9xQqIiqhHr - Industry research on video game in Japan perspective on the console wars, + Capcom $9697 Nintendo recent earnings+ KPIs on Sony, Bandai Namco and Square Enix. Japan video game ind. is a fertile ground with solid compounders
🧵
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