Offshore
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ToffCap
2CRSi #AL2SI confirming the first part of its '$610m' contract - $290m.
Look at all that $NVDA name dropping.
So by now the company has what, ~$440m contracted in the pipeline...
Not bad for a EUR 240m enterprise value. https://t.co/oarHfFspCx
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2CRSi #AL2SI confirming the first part of its '$610m' contract - $290m.
Look at all that $NVDA name dropping.
So by now the company has what, ~$440m contracted in the pipeline...
Not bad for a EUR 240m enterprise value. https://t.co/oarHfFspCx
Just published on a new company, and this is one I’m going to need your help with.
No paywall on this one.
Despite having done little work on the industry, I took as small position in 2CRSi $AL2SI a few months back with the intention to scale it up as we did the works.
I figured that the current order momentum was still not nearly being reflected in the price, and we could at least play this one for a short rerating.
Well, the market clearly woke up on this one.
Our smallish position is up +160% and we’re hitting ourselves for having postponed the hard work to today.
Despite the recent move, the valuation does not seem right given the ongoing transformation, growth and hype potential.
We’re doing work on it but we are still uncomfortable sizing this one up properly; it’s an industry that is changing rapidly, with a lot of moving pieces.
With our still sub-par understanding of the industry and the story moving fast, I felt it would be good to put this one out there, asking knowledgeable people for their input.
So, in short: Is 2CRSi a hidden gem or not?
Any help is appreciated 🙏 tweet
Yellowbrick Investing
$PBAM
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$PBAM
The VIC pitch is very well written yet simple: At ~8x P/E and 1.3x P/B, $PBAM is still at an attractive entry point.
In the short term (1-2 years), $PBAM will continue to perform (high teens ROE, high 40s / low 50s efficiency ratio, alongside relatively low risk).
In the medium term (~2-3 years), we seen an uplisting (OTC to NASDAQ) that will lead to a substantial re-rating of the stock (comps trade much higher). If this was trading on the NASDAQ today, easily would be at a 12x P/E.
In the long term (~5-years), $PBAM will seek a sale. This is relatively evident base on its current growth focus (no dividend) and management history (both CEO and controlling Chairman involved with prior bank sales). tweet
X (formerly Twitter)
BoujeeBanker (@boujee_banker) on X
@StocksOddball The VIC pitch is very well written yet simple: At ~8x P/E and 1.3x P/B, $PBAM is still at an attractive entry point.
In the short term (1-2 years), $PBAM will continue to perform (high teens ROE, high 40s / low 50s efficiency ratio, alongside…
In the short term (1-2 years), $PBAM will continue to perform (high teens ROE, high 40s / low 50s efficiency ratio, alongside…
Offshore
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Quiver Quantitative
JUST IN: This is the current homepage on the U.S. Department of Housing and Urban Development.
Betting markets currently give an 80% chance of a shutdown starting later today. https://t.co/eDhPHwpE4G
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JUST IN: This is the current homepage on the U.S. Department of Housing and Urban Development.
Betting markets currently give an 80% chance of a shutdown starting later today. https://t.co/eDhPHwpE4G
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Offshore
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App Economy Insights
CoreWeave signs $14B deal with $META.
• Runs until 2031, with option to extend.
• Provides access to NVIDIA's GB300.
• $CRWV is surging 15% today. https://t.co/pU4bLoQ6mM
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CoreWeave signs $14B deal with $META.
• Runs until 2031, with option to extend.
• Provides access to NVIDIA's GB300.
• $CRWV is surging 15% today. https://t.co/pU4bLoQ6mM
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Offshore
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Umesh
RT @AllaAisling: From Sketch to Masterpiece: Watch an Idea Come to Life
I'm taking you inside my creative journey in Adobe Firefly Boards - an AI-first tool that transforms concept development with speed. Watch how a simple sketch evolves into a fully imagined creation, all on one infinite canvas without ever breaking creative flow.
Here is how I used Firefly Boards to create my artistic ice skates 👇
This post is sponsored by #AdobeFirefly in partnership with @Adobe as a Firefly Brand Ambassador.
#AdobeFireflyAmbassadors #Ad #FireflyBoards
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RT @AllaAisling: From Sketch to Masterpiece: Watch an Idea Come to Life
I'm taking you inside my creative journey in Adobe Firefly Boards - an AI-first tool that transforms concept development with speed. Watch how a simple sketch evolves into a fully imagined creation, all on one infinite canvas without ever breaking creative flow.
Here is how I used Firefly Boards to create my artistic ice skates 👇
This post is sponsored by #AdobeFirefly in partnership with @Adobe as a Firefly Brand Ambassador.
#AdobeFireflyAmbassadors #Ad #FireflyBoards
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Offshore
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Umesh
RT @RobotCleopatra: From Messy Sketches to Print-Ready Design
How I turned chaos into a professional t-shirt
using Adobe Firefly Boards
Frustrated designer surrounded by multiple sketches, sticky notes, open apps...
❌ 5 different sketches
❌ 3 apps open simultaneously
❌ Zero direction
❌ Deadline approaching
"I have a vague idea but can't visualize
the final design..."
Sounds familiar?
Sponsored by @Adobe Firefly. Paid partnership as an Adobe Firefly Ambassador
#AdobeFireflyAmbassadors #Ad #FireflyBoards
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RT @RobotCleopatra: From Messy Sketches to Print-Ready Design
How I turned chaos into a professional t-shirt
using Adobe Firefly Boards
Frustrated designer surrounded by multiple sketches, sticky notes, open apps...
❌ 5 different sketches
❌ 3 apps open simultaneously
❌ Zero direction
❌ Deadline approaching
"I have a vague idea but can't visualize
the final design..."
Sounds familiar?
Sponsored by @Adobe Firefly. Paid partnership as an Adobe Firefly Ambassador
#AdobeFireflyAmbassadors #Ad #FireflyBoards
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