Offshore
Photo
Alvin
This is an appreciation post for MediaTek Dimensity 9400.
Such an underrated smartphone chip.
After using phones like the OPPO Find X8 Pro and vivo X200 Pro, I noticed that they share so many common improvements. Too much of a coincidence to be a coincidence.
For example: the fact that they both run cool even after a prolonged heavy gaming session. No huge throttling too.
Also, they have improved the ISP significantly.
As a result, the camera performance of the Find X8 Pro and X200 Pro seems to be much more reliable even when compared to their Ultra predecessors running a Snapdragon chip.
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This is an appreciation post for MediaTek Dimensity 9400.
Such an underrated smartphone chip.
After using phones like the OPPO Find X8 Pro and vivo X200 Pro, I noticed that they share so many common improvements. Too much of a coincidence to be a coincidence.
For example: the fact that they both run cool even after a prolonged heavy gaming session. No huge throttling too.
Also, they have improved the ISP significantly.
As a result, the camera performance of the Find X8 Pro and X200 Pro seems to be much more reliable even when compared to their Ultra predecessors running a Snapdragon chip.
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Hidden Value Gems
I took a black cab after a concert yesterday as Uber was taking too long to connect to a driver.
The black cab cost me £50, while Uber was under 20 (Exec £37).
Bad decision financially, but got another evidence of the power of the platform. A driver always with clients can charge 60% less and the service is usually better for customers b/c of speed of delivery. Finding a black cab in a residential area is almost impossible.
Network effects can be so powerful.
Need to revisit $Uber case.
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I took a black cab after a concert yesterday as Uber was taking too long to connect to a driver.
The black cab cost me £50, while Uber was under 20 (Exec £37).
Bad decision financially, but got another evidence of the power of the platform. A driver always with clients can charge 60% less and the service is usually better for customers b/c of speed of delivery. Finding a black cab in a residential area is almost impossible.
Network effects can be so powerful.
Need to revisit $Uber case.
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Offshore
Video
Dimitry Nakhla | Babylon Capital®
IMAGINE AN AMERICAN POLITICIAN POSTING THIS.
Mocking a man who’s done more for American jobs, innovation, and global standing than many of their entire careers.
Are you kidding me? @elonmusk @realDonaldTrump
Elon, the guy who’s literally employing over 100,000 Americans, built the most valuable car brand in the world from scratch, and turned TESLA into a SYMBOL of AMERICAN manufacturing dominance.
Elon, the guy who’s assisting with the government, slashing waste, and boosting efficiency.
Elon, the guy who saved our astronauts —stranded in space until SpaceX stepped up with American ingenuity.
Elon, the guy who’s revolutionizing energy with solar and batteries, making America less dependent on foreign oil while the politicians bicker.
Elon, the guy who’s pushing AI and infrastructure forward while doing the unthinkable—think Neuralink and Boring Company—while many local governments struggle to even fix a pothole.
How delusional & anti-American are you Mr. Walz?
___
And no, this is not a political statement.
I just laid out facts.
Elon is undoubtedly one of the greatest innovators of our generation, and America is blessed to have somebody like him.
If you’re truly objective, irrespective of which political side you’re on, you’d likely agree with this.
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IMAGINE AN AMERICAN POLITICIAN POSTING THIS.
Mocking a man who’s done more for American jobs, innovation, and global standing than many of their entire careers.
Are you kidding me? @elonmusk @realDonaldTrump
Elon, the guy who’s literally employing over 100,000 Americans, built the most valuable car brand in the world from scratch, and turned TESLA into a SYMBOL of AMERICAN manufacturing dominance.
Elon, the guy who’s assisting with the government, slashing waste, and boosting efficiency.
Elon, the guy who saved our astronauts —stranded in space until SpaceX stepped up with American ingenuity.
Elon, the guy who’s revolutionizing energy with solar and batteries, making America less dependent on foreign oil while the politicians bicker.
Elon, the guy who’s pushing AI and infrastructure forward while doing the unthinkable—think Neuralink and Boring Company—while many local governments struggle to even fix a pothole.
How delusional & anti-American are you Mr. Walz?
___
And no, this is not a political statement.
I just laid out facts.
Elon is undoubtedly one of the greatest innovators of our generation, and America is blessed to have somebody like him.
If you’re truly objective, irrespective of which political side you’re on, you’d likely agree with this.
If you need a little boost during the day, check out Tesla stock 📉 https://t.co/KBEh6pOZLW tweet
Offshore
Photo
Alvin
Shot on Xiaomi 15 Ultra. 📸
Leica Authentic
Original • After Exposure adjustment https://t.co/2TRUFHqDOA
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Shot on Xiaomi 15 Ultra. 📸
Leica Authentic
Original • After Exposure adjustment https://t.co/2TRUFHqDOA
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Offshore
Photo
The Kobeissi Letter
US consumer sentiment is falling sharply:
The consumer sentiment index tumbled 6.4 points to 64.7 in February, the lowest since November 2023.
Consumer expectations about the economy fell 5.3 points to 64, a 16-month low.
Assessment of current economic conditions dropped 8.3 points to 65.7, the lowest in 4 months.
Sentiment is now at levels seen during the 2008 Financial Crisis but above the 2022 low.
Furthermore, inflation expectations for the next 5-10 years jumped to 3.9%, the highest since 1993.
Consumers are feeling the pain of inflation.
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US consumer sentiment is falling sharply:
The consumer sentiment index tumbled 6.4 points to 64.7 in February, the lowest since November 2023.
Consumer expectations about the economy fell 5.3 points to 64, a 16-month low.
Assessment of current economic conditions dropped 8.3 points to 65.7, the lowest in 4 months.
Sentiment is now at levels seen during the 2008 Financial Crisis but above the 2022 low.
Furthermore, inflation expectations for the next 5-10 years jumped to 3.9%, the highest since 1993.
Consumers are feeling the pain of inflation.
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Offshore
Photo
Dimitry Nakhla | Babylon Capital®
$META stock dropped 21% in the past month, losing ~$400B in market cap
At 23x NTM earnings & a PEG <2.00, it’s starting to look appealing again
here’s $meta’s cagr potential to 2027, assuming current eps estimate of $33.58 from today’s $582 price:
25x 14.4%
24x 12.7%
23x 11.0%
22x 9.3%
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$META stock dropped 21% in the past month, losing ~$400B in market cap
At 23x NTM earnings & a PEG <2.00, it’s starting to look appealing again
here’s $meta’s cagr potential to 2027, assuming current eps estimate of $33.58 from today’s $582 price:
25x 14.4%
24x 12.7%
23x 11.0%
22x 9.3%
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Offshore
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The Kobeissi Letter
US government spending is out of control:
Federal, state, and local government expenditures now reflect 33.9% of US GDP, a record excluding crisis periods.
The all-time high was set in 2020, when expenditures accounted for 42.0% of GDP.
By comparison, during the 2008 Financial Crisis and World War II this percentage was 36.9% and 36.1%, respectively.
Over the last 5 months, the government has spent a massive $3.04 trillion while collecting only $1.89 trillion in tax revenue.
In February alone, the government’s outlays were $603 billion, TWICE larger than collected taxes of $296 billion.
Government spending is a crisis.
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US government spending is out of control:
Federal, state, and local government expenditures now reflect 33.9% of US GDP, a record excluding crisis periods.
The all-time high was set in 2020, when expenditures accounted for 42.0% of GDP.
By comparison, during the 2008 Financial Crisis and World War II this percentage was 36.9% and 36.1%, respectively.
Over the last 5 months, the government has spent a massive $3.04 trillion while collecting only $1.89 trillion in tax revenue.
In February alone, the government’s outlays were $603 billion, TWICE larger than collected taxes of $296 billion.
Government spending is a crisis.
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