Offshore
Photo
Gainify
🚨 FIRST TIME EVER: $TTD now trades at P/E parity (24.8x) with the S&P 500.
From triple-digit multiples ➡️ down to the market average. https://t.co/OOnoWiLTpd
tweet
🚨 FIRST TIME EVER: $TTD now trades at P/E parity (24.8x) with the S&P 500.
From triple-digit multiples ➡️ down to the market average. https://t.co/OOnoWiLTpd
tweet
Offshore
Video
Iqra Saifi
Veo-3 fast flow 🦓
"A hyper-realistic, dynamic action shot of an elderly woman with a joyous, wild expression, expertly riding a zebra across a sun-drenched savannah, seemingly in a race with another zebra.", "mood": "Exhilarating, comedic, absurd, joyful, wild.", "style": "Cinematic action-comedy, photorealistic CGI, 8K resolution, with the warm, high-contrast lighting of a National Geographic special shot during the golden hour." }, "camera": { "type": "Low-Angle, High-Speed Tracking Shot", "lens": "40mm Anamorphic Prime Lens", "aperture": "f/5.6", "position": "Mounted on a low, fast-moving camera rig, tracking parallel to the racing zebras. The camera is positioned just a few feet off the ground, emphasizing the speed and the thundering hooves.", "focus": { "point_of_interest": "The woman's ecstatic face.", "effect": "Shallow depth of field, keeping the woman and the zebra she's riding in sharp focus. The second zebra and the background are slightly soft, creating a sense of speed and immediacy." }, "movement": "The camera moves at a high speed, matching the pace of the zebras. It experiences realistic, high-frequency vibrations and occasional bumps, adding to the raw energy of the chase." }, "environment": { "location": "A vast, open savannah in Africa during the dry season.", "ground": "Dry, cracked earth with patches of golden, dry grass. A large, volumetric dust cloud is kicked up by the zebras' hooves.", "sky": "Late afternoon sky, mostly clear with a few wispy, high-altitude clouds. The sun is low on the horizon.", "atmosphere": "The air is filled with a thick, golden haze from the dust and the setting sun. High-resolution particle simulation for the swirling dust kicked up by the zebras is essential." }, "lighting": { "primary_source": { "type": "Golden Hour Sun", "position": "Low in the sky, positioned to the side and slightly behind the subjects.", "color_temperature": "3800K (Deep, warm, golden-orange light)", "intensity": "Strong, creating a dramatic rim light that highlights the woman's hair, the zebras' stripes, and makes the dust cloud glow intensely." }, "fill_light": { "type": "Skylight & Bounce from Ground", "color": "Soft blue from the sky and warm, earthy tones from the savannah floor.", "intensity": "Gently illuminates the shadows, ensuring rich detail is visible." } }, "main_subjects": { "subjects": [ { "type": "Character - The Rider", "description": "An elderly woman, with a face full of laugh lines and an expression of pure, unadulterated joy and excitement. Her white hair is windswept.", "attire": "A simple, practical, and slightly worn coat over dark trousers.", "action": "She is leaning forward, gripping a simple rope rein, skillfully guiding her zebra. She is shouting or laughing with exhilaration." }, { "type": "Animal - The Mount", "description": "A healthy, powerful zebra, galloping at full speed. Its muscles are tense and defined.", "details": "Hyper-realistic hair/fur simulation for its mane and tail, which are flowing wildly in the wind. PBR materials for its hide show a fine layer of dust." }, { "type": "Animal - The Competitor", "description": "Another zebra, running alongside. This one has a wild, almost panicked expression, with its mouth open as if calling out.", "details": "Its head is turned towards the rider, adding to the comedic, competitive nature of the scene." } ] }, "animation": { "primary_animation": "Both zebras are in a full, powerful gallop, their hooves thundering against the dry earth. The animation captures the realistic, powerful gait of a running zebra.", "secondary_animation": "The woman's coat and hair are whipped back by the extreme wind. The second zebra's mane and tail also flow wildly.", "subtle_effects": "At 3.0s, th[...]
Veo-3 fast flow 🦓
"A hyper-realistic, dynamic action shot of an elderly woman with a joyous, wild expression, expertly riding a zebra across a sun-drenched savannah, seemingly in a race with another zebra.", "mood": "Exhilarating, comedic, absurd, joyful, wild.", "style": "Cinematic action-comedy, photorealistic CGI, 8K resolution, with the warm, high-contrast lighting of a National Geographic special shot during the golden hour." }, "camera": { "type": "Low-Angle, High-Speed Tracking Shot", "lens": "40mm Anamorphic Prime Lens", "aperture": "f/5.6", "position": "Mounted on a low, fast-moving camera rig, tracking parallel to the racing zebras. The camera is positioned just a few feet off the ground, emphasizing the speed and the thundering hooves.", "focus": { "point_of_interest": "The woman's ecstatic face.", "effect": "Shallow depth of field, keeping the woman and the zebra she's riding in sharp focus. The second zebra and the background are slightly soft, creating a sense of speed and immediacy." }, "movement": "The camera moves at a high speed, matching the pace of the zebras. It experiences realistic, high-frequency vibrations and occasional bumps, adding to the raw energy of the chase." }, "environment": { "location": "A vast, open savannah in Africa during the dry season.", "ground": "Dry, cracked earth with patches of golden, dry grass. A large, volumetric dust cloud is kicked up by the zebras' hooves.", "sky": "Late afternoon sky, mostly clear with a few wispy, high-altitude clouds. The sun is low on the horizon.", "atmosphere": "The air is filled with a thick, golden haze from the dust and the setting sun. High-resolution particle simulation for the swirling dust kicked up by the zebras is essential." }, "lighting": { "primary_source": { "type": "Golden Hour Sun", "position": "Low in the sky, positioned to the side and slightly behind the subjects.", "color_temperature": "3800K (Deep, warm, golden-orange light)", "intensity": "Strong, creating a dramatic rim light that highlights the woman's hair, the zebras' stripes, and makes the dust cloud glow intensely." }, "fill_light": { "type": "Skylight & Bounce from Ground", "color": "Soft blue from the sky and warm, earthy tones from the savannah floor.", "intensity": "Gently illuminates the shadows, ensuring rich detail is visible." } }, "main_subjects": { "subjects": [ { "type": "Character - The Rider", "description": "An elderly woman, with a face full of laugh lines and an expression of pure, unadulterated joy and excitement. Her white hair is windswept.", "attire": "A simple, practical, and slightly worn coat over dark trousers.", "action": "She is leaning forward, gripping a simple rope rein, skillfully guiding her zebra. She is shouting or laughing with exhilaration." }, { "type": "Animal - The Mount", "description": "A healthy, powerful zebra, galloping at full speed. Its muscles are tense and defined.", "details": "Hyper-realistic hair/fur simulation for its mane and tail, which are flowing wildly in the wind. PBR materials for its hide show a fine layer of dust." }, { "type": "Animal - The Competitor", "description": "Another zebra, running alongside. This one has a wild, almost panicked expression, with its mouth open as if calling out.", "details": "Its head is turned towards the rider, adding to the comedic, competitive nature of the scene." } ] }, "animation": { "primary_animation": "Both zebras are in a full, powerful gallop, their hooves thundering against the dry earth. The animation captures the realistic, powerful gait of a running zebra.", "secondary_animation": "The woman's coat and hair are whipped back by the extreme wind. The second zebra's mane and tail also flow wildly.", "subtle_effects": "At 3.0s, th[...]
Offshore
Iqra Saifi Veo-3 fast flow 🦓 "A hyper-realistic, dynamic action shot of an elderly woman with a joyous, wild expression, expertly riding a zebra across a sun-drenched savannah, seemingly in a race with another zebra.", "mood": "Exhilarating, comedic,…
e woman leans hard into a slight turn. At 5.5s, a clod of earth is kicked up by a hoof and flies past the camera. The dust cloud behind them grows larger and more chaotic throughout the shot." }, "audio_design": { "style": "Energetic, comedic, and epic.", "timeline": [ { "time": "0.0s - 8.0s", "sound": "The powerful, rhythmic, and thunderous sound of multiple hooves pounding on dry earth. This is the dominant sound." }, { "time": "Throughout", "sound": "The excited, slightly breathless laughter and occasional 'Yee-haw!' from the elderly woman." }, { "time": "Throughout", "sound": "The frantic, high-pitched 'barks' and calls of the second zebra." }, { "time": "Throughout", "sound": "A sweeping, adventurous, orchestral music score with a triumphant and slightly quirky theme, reminiscent of a classic Hollywood adventure film."
tweet
tweet
Offshore
Photo
App Economy Insights
📊 This Week in Visuals:
🎨 Adobe $ADBE
🧠 Synopsys $SNPS
🔷 Rubrik $RBRK
🐶 Chewy $CHWY
🎮 GameStop $GME
https://t.co/Ck2pWyMTBm
tweet
📊 This Week in Visuals:
🎨 Adobe $ADBE
🧠 Synopsys $SNPS
🔷 Rubrik $RBRK
🐶 Chewy $CHWY
🎮 GameStop $GME
https://t.co/Ck2pWyMTBm
tweet
Yellowbrick Investing
RT @orel2589: Thanks 🙏
It was our top pick and still is. Very easy setup: acceleration in top line, margin expansion, strong buyback yield, clear AI winner all at a very very attractive valuation. What more could you ask for?
F.D we have a position and might be biased
$WIX
tweet
RT @orel2589: Thanks 🙏
It was our top pick and still is. Very easy setup: acceleration in top line, margin expansion, strong buyback yield, clear AI winner all at a very very attractive valuation. What more could you ask for?
F.D we have a position and might be biased
$WIX
Some stocks pitched by smart investors recently:
- $WIX (Base 44 acq growing fast)
- $KNF (building materials co; bet on multiple recovery -> 9x EV/EBITDA v 16x peers)
- $TOU.TO (Canada nat gas; multi-year lows despite largest NA reserves) tweet
X (formerly Twitter)
Yellowbrick Investing (@joinyellowbrick) on X
Some stocks pitched by smart investors recently:
- $WIX (Base 44 acq growing fast)
- $KNF (building materials co; bet on multiple recovery -> 9x EV/EBITDA v 16x peers)
- $TOU.TO (Canada nat gas; multi-year lows despite largest NA reserves)
- $WIX (Base 44 acq growing fast)
- $KNF (building materials co; bet on multiple recovery -> 9x EV/EBITDA v 16x peers)
- $TOU.TO (Canada nat gas; multi-year lows despite largest NA reserves)