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.”
tweet
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.
tweet
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.
tweet
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:
tweet
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:
tweet
Offshore
Photo
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
tweet
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
tweet
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
🧵
tweet
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
🧵
tweet
Offshore
Photo
The Transcript
eBay CFO: "Our Q4 results conclude a very strong 2025 for eBay..."
Also: eBay will acquire Depop, a C2C fashion marketplace, from Etsy in an all-cash deal valued at ~$1.2B.
$EBAY: +7% AH
$ETSY: +17% AH https://t.co/Nl5ZgjzRPO
tweet
eBay CFO: "Our Q4 results conclude a very strong 2025 for eBay..."
Also: eBay will acquire Depop, a C2C fashion marketplace, from Etsy in an all-cash deal valued at ~$1.2B.
$EBAY: +7% AH
$ETSY: +17% AH https://t.co/Nl5ZgjzRPO
tweet
Offshore
Photo
Fiscal.ai
Booking Holdings Q4 Results
Revenue +16%
Adj. EPS +17%
Room Nights +9%
Gross Bookings +16%
Average Daily Rate +1%
$BKNG +1.7% AH https://t.co/TjoOyRn7uy
tweet
Booking Holdings Q4 Results
Revenue +16%
Adj. EPS +17%
Room Nights +9%
Gross Bookings +16%
Average Daily Rate +1%
$BKNG +1.7% AH https://t.co/TjoOyRn7uy
tweet
Offshore
Photo
The Transcript
Carvana CEO: "In 2025, Carvana grew 43% Y/Y, delivered record unit economics, and passed significant value back to customers through better selection, faster delivery times, and lower cost"
$CVNA: -23% AH https://t.co/8zPj06f1l8
tweet
Carvana CEO: "In 2025, Carvana grew 43% Y/Y, delivered record unit economics, and passed significant value back to customers through better selection, faster delivery times, and lower cost"
$CVNA: -23% AH https://t.co/8zPj06f1l8
tweet