Offshore
Video
memenodes
Me driving to work when Bitcoin is pumping but my alts still under the break even https://t.co/EChNPUWeAn
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Me driving to work when Bitcoin is pumping but my alts still under the break even https://t.co/EChNPUWeAn
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Offshore
Video
memenodes
Me showing up to Christmas party when the crypto market is pumping https://t.co/hJgppu096i
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Me showing up to Christmas party when the crypto market is pumping https://t.co/hJgppu096i
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Offshore
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WealthyReadings
I published a new write up on the two best opportunities on the sportswear industry today.
The fundamentals, reasons for appreciations and how to capitalize on them.
Already bought shares in one.
$ONON $LULU https://t.co/LcQC8Ydx2d
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I published a new write up on the two best opportunities on the sportswear industry today.
The fundamentals, reasons for appreciations and how to capitalize on them.
Already bought shares in one.
$ONON $LULU https://t.co/LcQC8Ydx2d
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Offshore
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Quiver Quantitative
Carvana stock has now risen 10,000% since we posted this.
10,000%
In 3 years.
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Carvana stock has now risen 10,000% since we posted this.
10,000%
In 3 years.
Carvana going bankrupt? Insiders don't think so
They've bought more than $663 million in $CVNA shares over the past year https://t.co/xRUSoJPUQh tweet
Offshore
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Fiscal.ai
Remitly just said that by 2028 it expects:
$2.6B-$3B in Revenue
$575M-$600M in Adj. EBITDA
The company currently has an enterprise value of $2.6 billion.
$RELY https://t.co/TFBnGiR7F4
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Remitly just said that by 2028 it expects:
$2.6B-$3B in Revenue
$575M-$600M in Adj. EBITDA
The company currently has an enterprise value of $2.6 billion.
$RELY https://t.co/TFBnGiR7F4
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WealthyReadings
The next big wave of returns in AI will come from new narratives. I believe two mainly.
Companies pushing compute forward. Not "more" compute, better compute. Optimized compute notably in term of energy consumption, which will be achieved by reducing bottlenecks.
Companies actually leveraging AI to deliver value. Right now, we barely have any. Image generation is impressive but it was never something people were actively asking for. We’ve seen improvements in ads and some automation, but that’s nothing compared to what's coming.
Finding those handful names will be enough to beat the market by a wide margin over the next decade.
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The next big wave of returns in AI will come from new narratives. I believe two mainly.
Companies pushing compute forward. Not "more" compute, better compute. Optimized compute notably in term of energy consumption, which will be achieved by reducing bottlenecks.
Companies actually leveraging AI to deliver value. Right now, we barely have any. Image generation is impressive but it was never something people were actively asking for. We’ve seen improvements in ads and some automation, but that’s nothing compared to what's coming.
Finding those handful names will be enough to beat the market by a wide margin over the next decade.
tweet
Offshore
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App Economy Insights
Global MAUs in November:
• ChatGPT: 810M (+7M)
• Gemini: 346M (+20M)
• Others: 302M (-9M)
Will ChatGPT and Gemini lines ever cross? https://t.co/21KP6k5vuY
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Global MAUs in November:
• ChatGPT: 810M (+7M)
• Gemini: 346M (+20M)
• Others: 302M (-9M)
Will ChatGPT and Gemini lines ever cross? https://t.co/21KP6k5vuY
tweet