Offshore
Photo
Umesh
nano-banana shines best when paired with design tools.
So far, I’ve found @lovart_ai to be one of the best integrations
Lovart + nano-banana = one of the most powerful creative tools.
With just a prompt and an image, I generated these.
Here's how 🧵 https://t.co/wMY9XIaM9m
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nano-banana shines best when paired with design tools.
So far, I’ve found @lovart_ai to be one of the best integrations
Lovart + nano-banana = one of the most powerful creative tools.
With just a prompt and an image, I generated these.
Here's how 🧵 https://t.co/wMY9XIaM9m
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Offshore
Photo
Simplifying Stocks, CPA
The city of Austin can have my rebranding for free https://t.co/cxr3TC5RPZ
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The city of Austin can have my rebranding for free https://t.co/cxr3TC5RPZ
The city of Austin just spent $1.1 million on this rebrand https://t.co/9hMXamDTPV tweet
Offshore
Photo
ToffCap
RT @ToffCap: Out with a new one!
We’re looking at a company trading at <5x20% with the potential to do it for a long time.
The company has quietly (but rapidly) become a European (e-)commerce infrastructure play.
- it has proven that its flywheel generates strong organic growth.
- it has delivered operating leverage, pushing margins upwards.
- it continues to acquire at 3-5x ev/ebitda, with plenty more to come.
- and it has managed its balance sheet such that leverage is falling, even while acquisitions continue.
On the stack.
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RT @ToffCap: Out with a new one!
We’re looking at a company trading at <5x20% with the potential to do it for a long time.
The company has quietly (but rapidly) become a European (e-)commerce infrastructure play.
- it has proven that its flywheel generates strong organic growth.
- it has delivered operating leverage, pushing margins upwards.
- it continues to acquire at 3-5x ev/ebitda, with plenty more to come.
- and it has managed its balance sheet such that leverage is falling, even while acquisitions continue.
On the stack.
tweet
Offshore
Photo
Evan
The S&P 500 will announce later today what companies will be added to the index ... who do you think gets in?
For those who don't know, the index announces its quarterly rebalance every year on
- The first Friday of March
- The first Friday of June
- The first Friday of September
- The first Friday of December
The stocks actually get added to the index on the 3rd Friday within those months
The index will also be rebalanced when companies from within the ~500 companies get acquired. Often after the markets close on the same day the company being acquired stops trading is when S&P announces another company being added
Here is every stock that has been added to the S&P 500 since the start of 2023
- August 2025: Interactive Brokers $IBKR
- July 2025: Square (Block) $XYZ, Trade Desk $TTD, Datadog $DDOG
- May 2025: Coinbase $COIN
- March 2025: DoorDash $DASH, TKO Group $TKO, Williams Sonoma $WSM, and Expand Energy $EXE
- December 2024: Apollo Global $APO, Workday $WDAY, Lennox $LII
- November 2024: Texas Pacific $TPL
- September 2024: Palantir $PLTR, $DELL, and $ERIE
- July 2024: Smurfit Westrock $SW
- June 2024: CrowdStrike $CRWD, $KKR, and GoDaddy $GDDY
- May 2024: Vistra $VST
- April 2024: GE Vernova $GEV and Solventum $SOLV
- March 2024: Super Micro $SMCI and Deckers $DECK
- December 2023: $UBER, Jabil $JBL, and Builders $BLDR
- October 2023: Lululemon $LULU, Hubbell $HUBB, and Veralto $VLTO
- September 2023: Airbnb $ABNB, Blackstone $BX
- August 2023: Kenvue $KVUE
- June 2023: Palo Alto $PANW
- May 2023: $AXON
- March 2023: Fair Issac $FICO, Bunge $BG, and Insulet $PODD
- January 2023: GE Healthcare $GEHC
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The S&P 500 will announce later today what companies will be added to the index ... who do you think gets in?
For those who don't know, the index announces its quarterly rebalance every year on
- The first Friday of March
- The first Friday of June
- The first Friday of September
- The first Friday of December
The stocks actually get added to the index on the 3rd Friday within those months
The index will also be rebalanced when companies from within the ~500 companies get acquired. Often after the markets close on the same day the company being acquired stops trading is when S&P announces another company being added
Here is every stock that has been added to the S&P 500 since the start of 2023
- August 2025: Interactive Brokers $IBKR
- July 2025: Square (Block) $XYZ, Trade Desk $TTD, Datadog $DDOG
- May 2025: Coinbase $COIN
- March 2025: DoorDash $DASH, TKO Group $TKO, Williams Sonoma $WSM, and Expand Energy $EXE
- December 2024: Apollo Global $APO, Workday $WDAY, Lennox $LII
- November 2024: Texas Pacific $TPL
- September 2024: Palantir $PLTR, $DELL, and $ERIE
- July 2024: Smurfit Westrock $SW
- June 2024: CrowdStrike $CRWD, $KKR, and GoDaddy $GDDY
- May 2024: Vistra $VST
- April 2024: GE Vernova $GEV and Solventum $SOLV
- March 2024: Super Micro $SMCI and Deckers $DECK
- December 2023: $UBER, Jabil $JBL, and Builders $BLDR
- October 2023: Lululemon $LULU, Hubbell $HUBB, and Veralto $VLTO
- September 2023: Airbnb $ABNB, Blackstone $BX
- August 2023: Kenvue $KVUE
- June 2023: Palo Alto $PANW
- May 2023: $AXON
- March 2023: Fair Issac $FICO, Bunge $BG, and Insulet $PODD
- January 2023: GE Healthcare $GEHC
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Offshore
Video
Aadit Sheth
RT @neatprompts: This guy literally rewires your brain to never feel lazy again
https://t.co/Jlg7EupA1m
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RT @neatprompts: This guy literally rewires your brain to never feel lazy again
https://t.co/Jlg7EupA1m
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ToffCap
Readcrest Capital $EXJ is a weird pico-cap, but one where a ton of stuff is going on, ao a big realignment as a real estate company, with...
'a capital reduction, a capital increase against contributions in kind to acquire a 91% stake in Towerview Healthcare Group Ltd., a capital increase against cash contributions of up to EUR 27.5 million with the granting of statutory subscription rights, and an authorization to issue convertible bonds."
No idea what's going on, but at <eur 5m market cap this promises some interesting volatility.
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Readcrest Capital $EXJ is a weird pico-cap, but one where a ton of stuff is going on, ao a big realignment as a real estate company, with...
'a capital reduction, a capital increase against contributions in kind to acquire a 91% stake in Towerview Healthcare Group Ltd., a capital increase against cash contributions of up to EUR 27.5 million with the granting of statutory subscription rights, and an authorization to issue convertible bonds."
No idea what's going on, but at <eur 5m market cap this promises some interesting volatility.
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Offshore
Photo
Gainify
$META’s Cash-Burn Saga
Take 1️⃣: Metaverse bet → torched $30B in 6 quarters, stock sank to $90.
Take 2️⃣: AI infrastructure → just burned $23B in Q2 ’25, with Zuck pledging $600B through 2028.
Smarter play this time? https://t.co/z3KjUDi0Is
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$META’s Cash-Burn Saga
Take 1️⃣: Metaverse bet → torched $30B in 6 quarters, stock sank to $90.
Take 2️⃣: AI infrastructure → just burned $23B in Q2 ’25, with Zuck pledging $600B through 2028.
Smarter play this time? https://t.co/z3KjUDi0Is
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AkhenOsiris
$TTAN
Raised at Piper Sandler to $155 from $150 as 'Pro Product + Commercial Momentum Continues to Build'
KeyBanc: 'We Continue to Recommend Investors Build Positions In ServiceTitan', target $140
Truist: raised to $130
Canaccord: "ServiceTitan reported another strong quarter, which was attributed to both strength in usage revenue/GTV against a tough comp as well as faster growth from new customers. Tying this to the numbers, total revenue grew by 25%, platform revenue by 26%, and ServiceTitan delivered 12.1% non-GAAP operating margins, up more than 500 bps year-over-year. GTV in the quarter, which is a seasonally active period in the trades, came in at $22.9B, which was up 19% year-over-year. Total effective platform take rate on that GTV was 1.02%, which was up 6 bps year-over-year, slightly ahead of the typical annual increase we see, which suggests healthy Pro product attach momentum. Finally, CAC payback period improved again, which by our math was just under 20 months and at the best levels we’ve seen, and management noted that they expect to outperform the firm’s stated 25% incremental margin target this year, but will remain disciplined to that going forward.", target $130
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$TTAN
Raised at Piper Sandler to $155 from $150 as 'Pro Product + Commercial Momentum Continues to Build'
KeyBanc: 'We Continue to Recommend Investors Build Positions In ServiceTitan', target $140
Truist: raised to $130
Canaccord: "ServiceTitan reported another strong quarter, which was attributed to both strength in usage revenue/GTV against a tough comp as well as faster growth from new customers. Tying this to the numbers, total revenue grew by 25%, platform revenue by 26%, and ServiceTitan delivered 12.1% non-GAAP operating margins, up more than 500 bps year-over-year. GTV in the quarter, which is a seasonally active period in the trades, came in at $22.9B, which was up 19% year-over-year. Total effective platform take rate on that GTV was 1.02%, which was up 6 bps year-over-year, slightly ahead of the typical annual increase we see, which suggests healthy Pro product attach momentum. Finally, CAC payback period improved again, which by our math was just under 20 months and at the best levels we’ve seen, and management noted that they expect to outperform the firm’s stated 25% incremental margin target this year, but will remain disciplined to that going forward.", target $130
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