Offshore
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Umesh
Amazing prompt! https://t.co/n8toVsY7G0
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Amazing prompt! https://t.co/n8toVsY7G0
🎨 LOW-KEY LUMINISM 🎨
Prompt :
[SUBJECT] in a Low-Key Luminism style. The scene is predominantly dark, with small, intensely bright areas drawing the eye. Use [COLOR1] and [COLOR2] for these highlights, creating a sense of mystery and focus
Check ALTS https://t.co/fBFaqvki3v tweet
Offshore
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App Economy Insights
🗓️ What are you watching this week?
• Tuesday: $JPM $WFC $C $GS $BLK $JNJ
• Wednesday: $ASML $BAC $MS $UAL
• Thursday: $TSM $SCHW
• Friday: $AXP
All visualized in our newsletter. https://t.co/Uk0vZLvDiG
tweet
🗓️ What are you watching this week?
• Tuesday: $JPM $WFC $C $GS $BLK $JNJ
• Wednesday: $ASML $BAC $MS $UAL
• Thursday: $TSM $SCHW
• Friday: $AXP
All visualized in our newsletter. https://t.co/Uk0vZLvDiG
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Offshore
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Umesh
RT @bennash: @umesh_ai thanks Umesh, you always add so much value. Here's me in your prompted world. Wow https://t.co/JRAYcxGxxn
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RT @bennash: @umesh_ai thanks Umesh, you always add so much value. Here's me in your prompted world. Wow https://t.co/JRAYcxGxxn
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Offshore
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Dimitry Nakhla | Babylon Capital®
Here’s a lesser-known quality compounder worth adding to your watchlist:
Howmet Aerospace $HWM 🛩️
A $10,000 investment in $HWM 5 years ago would be worth $102,140 today
Below is the company’s revenue breakdown across its four key segments
Net income margins have significantly expanded since 2020
___
$HWM return metrics:
LTM ROIC: 17%
LTM ROCE: 20%
LTM ROE: 29%
___
$HWM financial position:
Total cash & short-term inv: $545M
Long-term debt: $3.25B
FFO interest coverage ratio: 8.84x
S&P Credit Rating: BBB+
tweet
Here’s a lesser-known quality compounder worth adding to your watchlist:
Howmet Aerospace $HWM 🛩️
A $10,000 investment in $HWM 5 years ago would be worth $102,140 today
Below is the company’s revenue breakdown across its four key segments
Net income margins have significantly expanded since 2020
___
$HWM return metrics:
LTM ROIC: 17%
LTM ROCE: 20%
LTM ROE: 29%
___
$HWM financial position:
Total cash & short-term inv: $545M
Long-term debt: $3.25B
FFO interest coverage ratio: 8.84x
S&P Credit Rating: BBB+
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Offshore
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Yellowbrick Investing
Coinbase after introducing a 50x leverage product and watching the crypto market implode on a -10% day https://t.co/5btmsFtZlM
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Coinbase after introducing a 50x leverage product and watching the crypto market implode on a -10% day https://t.co/5btmsFtZlM
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Offshore
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Umesh
The way Grok video is accelerating, it’s going to get much of Veo’s share, it seems.
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The way Grok video is accelerating, it’s going to get much of Veo’s share, it seems.
This is just version 0.9 of Grok Imagine. https://t.co/wyobrr4qft tweet
Dimitry Nakhla | Babylon Capital®
On Friday, doomsayers emerged from hibernation, prompting a question:
If a notable sell-off immediately sparks widespread calls for a market top, perhaps the top isn’t in yet?
Nobody can predict how the week will unfold.
Could markets fall further? Yes.
Could strong earnings & upbeat guidance drive markets higher? Yes.
As an investor, your focus should be on identifying companies to accumulate and pinpointing levels where the risk-reward tilts strongly in your favor.
X is a powerful research tool.
Yet, it’s not immune to herd mentality, so guard your psyche—it can influence you, even subconsciously.
tweet
On Friday, doomsayers emerged from hibernation, prompting a question:
If a notable sell-off immediately sparks widespread calls for a market top, perhaps the top isn’t in yet?
Nobody can predict how the week will unfold.
Could markets fall further? Yes.
Could strong earnings & upbeat guidance drive markets higher? Yes.
As an investor, your focus should be on identifying companies to accumulate and pinpointing levels where the risk-reward tilts strongly in your favor.
X is a powerful research tool.
Yet, it’s not immune to herd mentality, so guard your psyche—it can influence you, even subconsciously.
tweet