Offshore
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App Economy Insights
📊 This Week in Visuals
$BRK $MCD $QCOM $ARM $ANET $NVO $AMGN $PFE $HOOD $SBUX $RACE $MAR $ABNB $DDOG $FTNT $CPNG $AXON $TTWO $XYZ $YUM $LYV $EXPE $FIG $TTD $TOST $HUBS $TWLO $GPN $PINS $DKNG $SNAP $TEM $NYT $CELH $HIMS $PAYC $DUOL $KVYO $MTCH $DOCN $PTON
https://t.co/ZdcVNsAuAs
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📊 This Week in Visuals
$BRK $MCD $QCOM $ARM $ANET $NVO $AMGN $PFE $HOOD $SBUX $RACE $MAR $ABNB $DDOG $FTNT $CPNG $AXON $TTWO $XYZ $YUM $LYV $EXPE $FIG $TTD $TOST $HUBS $TWLO $GPN $PINS $DKNG $SNAP $TEM $NYT $CELH $HIMS $PAYC $DUOL $KVYO $MTCH $DOCN $PTON
https://t.co/ZdcVNsAuAs
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Clark Square Capital
RT @atelicinvest: Tag your fav twitter accounts that do fundamental research.
Self-tag if you research and post ideas.
Looking to integrate tweet feed into ticker-notes.
Retweet for visibility pls.
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RT @atelicinvest: Tag your fav twitter accounts that do fundamental research.
Self-tag if you research and post ideas.
Looking to integrate tweet feed into ticker-notes.
Retweet for visibility pls.
tweet
Offshore
Photo
Fiscal.ai
It costs $13 more per night to stay at a Marriott than an Airbnb, on average.
Average Daily Rate:
Marriott: $184
Airbnb: $171
$ABNB $MAR https://t.co/BUuKb1v5gL
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It costs $13 more per night to stay at a Marriott than an Airbnb, on average.
Average Daily Rate:
Marriott: $184
Airbnb: $171
$ABNB $MAR https://t.co/BUuKb1v5gL
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Offshore
Photo
App Economy Insights
🗓️ What are you watching this week?
• Monday: $CART $CRWV $MNDY $PSKY
• Tuesday: $SE $SONY
• Wednesday: $CRCL $CSCO $DLO $FLUT $ONON
• Thursday: $AMAT $DIS $JD $NU $TCEHY
All visualized in our newsletter. https://t.co/hXje0DiQMM
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🗓️ What are you watching this week?
• Monday: $CART $CRWV $MNDY $PSKY
• Tuesday: $SE $SONY
• Wednesday: $CRCL $CSCO $DLO $FLUT $ONON
• Thursday: $AMAT $DIS $JD $NU $TCEHY
All visualized in our newsletter. https://t.co/hXje0DiQMM
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Offshore
Photo
Fiscal.ai
Cloud computing flipped the IT infrastructure market on its head in less than a decade.
10 years ago, Hewlett Packard Enterprise (the leading server supplier) was generating 4x as much revenue as AWS.
Today, AWS generates ~4x more than HPE.
$AMZN $HPE https://t.co/aDoxLgA3FD
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Cloud computing flipped the IT infrastructure market on its head in less than a decade.
10 years ago, Hewlett Packard Enterprise (the leading server supplier) was generating 4x as much revenue as AWS.
Today, AWS generates ~4x more than HPE.
$AMZN $HPE https://t.co/aDoxLgA3FD
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AkhenOsiris
😂
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😂
two constants on Twitter....
hate for Boomers..
and hate for Indians.
Damn! I qualify on both counts!
:) tweet
Offshore
Video
Quartr
RT @Prof_Kalkyl: We’ve had quite a bit of attention lately.
A lot of incredible people are reaching out and it feels like half the X design community is playing around with our style. The other half is trying to figure out what makes it work.
What we do isn’t technically complex or groundbreaking at all. I think it stands out simply because finance design/branding, especially on the B2B side where we operate, is usually dull and conservative.
In fact, we’re just two self-taught designers creating basically everything you see in our socials. We’ve turned our technical shortcomings into an advantage by learning to do a few simple things really well.
If you want to join me, @haris_chc, and the rest of the small design team at @Quartr_App, send us your portfolio and a message about why you’re excited to join.
We’re looking for quality-obsessed people in UI/UX, motion, and graphic design who want to do their life’s work.
tweet
RT @Prof_Kalkyl: We’ve had quite a bit of attention lately.
A lot of incredible people are reaching out and it feels like half the X design community is playing around with our style. The other half is trying to figure out what makes it work.
What we do isn’t technically complex or groundbreaking at all. I think it stands out simply because finance design/branding, especially on the B2B side where we operate, is usually dull and conservative.
In fact, we’re just two self-taught designers creating basically everything you see in our socials. We’ve turned our technical shortcomings into an advantage by learning to do a few simple things really well.
If you want to join me, @haris_chc, and the rest of the small design team at @Quartr_App, send us your portfolio and a message about why you’re excited to join.
We’re looking for quality-obsessed people in UI/UX, motion, and graphic design who want to do their life’s work.
tweet
Offshore
Photo
Fiscal.ai
Mark Zuckerberg on overspending:
"The very worst case would be that we effectively have just pre-built for a couple of years, in which case, of course, there would be some loss and depreciation, but we'd grow into that and use it over time."
$META https://t.co/vesGuK3ppl
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Mark Zuckerberg on overspending:
"The very worst case would be that we effectively have just pre-built for a couple of years, in which case, of course, there would be some loss and depreciation, but we'd grow into that and use it over time."
$META https://t.co/vesGuK3ppl
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Potentially bullish implications for $FICO
1️⃣ 50-year mortgage proposal likely lowers monthly payment burdens for borrowers. That could stimulate higher mortgage origination volume
2️⃣ With longer-term loans, lenders and servicers may demand more robust risk-monitoring & predictive analytics because longer tenor = greater exposure to future credit/interest-rate risk. That creates opportunity for $FICO advanced analytics, monitoring and model-licensing business lines
3️⃣ Expansion of the borrower base — if 50-year loans make housing accessible to more households, $FICO benefits from new credit users entering the system. This is a market-expansion effect, not just higher transaction volume among existing borrower
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Potentially bullish implications for $FICO
1️⃣ 50-year mortgage proposal likely lowers monthly payment burdens for borrowers. That could stimulate higher mortgage origination volume
2️⃣ With longer-term loans, lenders and servicers may demand more robust risk-monitoring & predictive analytics because longer tenor = greater exposure to future credit/interest-rate risk. That creates opportunity for $FICO advanced analytics, monitoring and model-licensing business lines
3️⃣ Expansion of the borrower base — if 50-year loans make housing accessible to more households, $FICO benefits from new credit users entering the system. This is a market-expansion effect, not just higher transaction volume among existing borrower
Donald J. Trump Truth Social Post 02:10 PM EST 11/08/25 tweet
Offshore
Photo
Fiscal.ai
Uber v. Lyft v. DoorDash
Not only is Uber the largest ride sharing marketplace, but they're also growing trips the quickest.
$UBER +22%
$LYFT +21%
$DASH +15% https://t.co/tvTR6TharM
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Uber v. Lyft v. DoorDash
Not only is Uber the largest ride sharing marketplace, but they're also growing trips the quickest.
$UBER +22%
$LYFT +21%
$DASH +15% https://t.co/tvTR6TharM
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