Offshore
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Giuliano
I struggled a lot to figure this out, but I think I got it.
Here's what mental models (or field-agnostic ideas) really are: https://t.co/oGcVaPSIIz
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I struggled a lot to figure this out, but I think I got it.
Here's what mental models (or field-agnostic ideas) really are: https://t.co/oGcVaPSIIz
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Offshore
Video
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: AppLovin’s market cap has grown from ~$3.75B to ~$209B today — a 54x increase or +5,470% in just 3 years 📈
Which sets the stage perfectly for this clip of $APP CEO Adam Foroughi on why $APP still operates with a startup mindset & lean cost structure👇🏽
Source: Goldman Sachs https://t.co/wHw75qFpnT
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RT @DimitryNakhla: AppLovin’s market cap has grown from ~$3.75B to ~$209B today — a 54x increase or +5,470% in just 3 years 📈
Which sets the stage perfectly for this clip of $APP CEO Adam Foroughi on why $APP still operates with a startup mindset & lean cost structure👇🏽
Source: Goldman Sachs https://t.co/wHw75qFpnT
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The Few Bets That Matter
$TMDX has been ramping up fast real fast on 2026.
1st Jan, 26 flights
2nd Jan, 22 flights
3rd Jan, 41 flights
4th Jan, 35 flights
5th Jan, 29 flights
6th Jan, 21 flights for now
Average at 30.6 flights per day.
For reference, November had 25.4 flights/day and December 24.9 flights/day.
This shouldn't be extrapoled to all of January, this rythm might not continue. But it highlights the very high demand for their service/product.
The stock remains ignored.
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$TMDX has been ramping up fast real fast on 2026.
1st Jan, 26 flights
2nd Jan, 22 flights
3rd Jan, 41 flights
4th Jan, 35 flights
5th Jan, 29 flights
6th Jan, 21 flights for now
Average at 30.6 flights per day.
For reference, November had 25.4 flights/day and December 24.9 flights/day.
This shouldn't be extrapoled to all of January, this rythm might not continue. But it highlights the very high demand for their service/product.
The stock remains ignored.
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Brady Long
RT @thisdudelikesAI: This is insane.
AI can now watch your entire video, find the viral moments, reframe them for mobile, and add captions automatically.
No editing.
No guessing.
No “what should I clip?”
Here’s how it actually works ↓
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RT @thisdudelikesAI: This is insane.
AI can now watch your entire video, find the viral moments, reframe them for mobile, and add captions automatically.
No editing.
No guessing.
No “what should I clip?”
Here’s how it actually works ↓
tweet
Offshore
Photo
Wasteland Capital
$MU What an incredible start to the year. 👑
Imagine owning the fastest growing yet cheapest large cap tech company in the world, with a product core to every AI process on server and on device for decades ahead, experiencing a massive shortage.
No matter who wins, $MU wins. https://t.co/RoTZ1ZABHE
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$MU What an incredible start to the year. 👑
Imagine owning the fastest growing yet cheapest large cap tech company in the world, with a product core to every AI process on server and on device for decades ahead, experiencing a massive shortage.
No matter who wins, $MU wins. https://t.co/RoTZ1ZABHE
tweet
Offshore
Photo
God of Prompt
3 most powerful features of Claude...
- extended thinking
- research
- projects
use all 3 at once and unlock true intelligence https://t.co/FjImFNC3xm
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3 most powerful features of Claude...
- extended thinking
- research
- projects
use all 3 at once and unlock true intelligence https://t.co/FjImFNC3xm
tweet
Offshore
Photo
The Few Bets That Matter
$TMDX bull case in picture.
Four organs in a box. Properly conserved for hours. Surgeons chillin'.
They received those boxes like they'd receive their Amazon package. Tracking them all the way, eager to finally take that picture after a great night of sleep. https://t.co/6lJjKKgqcA
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$TMDX bull case in picture.
Four organs in a box. Properly conserved for hours. Surgeons chillin'.
They received those boxes like they'd receive their Amazon package. Tracking them all the way, eager to finally take that picture after a great night of sleep. https://t.co/6lJjKKgqcA
tweet
Offshore
Photo
App Economy Insights
Motive $MTVE filed for IPO.
They want to be the OS for the physical economy.
But how do they stack up vs. Samsara $IOT?
Here’s the breakdown 👇
https://t.co/RVnbpGYc8V
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Motive $MTVE filed for IPO.
They want to be the OS for the physical economy.
But how do they stack up vs. Samsara $IOT?
Here’s the breakdown 👇
https://t.co/RVnbpGYc8V
tweet
Offshore
Photo
The Few Bets That Matter
$ALAB buy target remains $150.
The market is bearish as new networking systems are presented at the CES.
Those will need quarter to be manufactured and shipped, won't take over the entire market in a day, and accelerators will still be necessary on the rest of the infra.
Overreaction here, but a breakout without volume isn't to be trusted, so I didn't.
Patience now.
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$ALAB buy target remains $150.
The market is bearish as new networking systems are presented at the CES.
Those will need quarter to be manufactured and shipped, won't take over the entire market in a day, and accelerators will still be necessary on the rest of the infra.
Overreaction here, but a breakout without volume isn't to be trusted, so I didn't.
Patience now.
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