Offshore
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Moon Dev
polymarket just quit in their battle vs hyperliquid with this one..
3% fees on trading is beyond predatory
especially when the real leverage on these 15min markets is 1,300x https://t.co/DVgCqwHH4v
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polymarket just quit in their battle vs hyperliquid with this one..
3% fees on trading is beyond predatory
especially when the real leverage on these 15min markets is 1,300x https://t.co/DVgCqwHH4v
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Fiscal.ai
Amazon doubled its gross margins over the last decade.
Why haven't operating margins followed?
$AMZN https://t.co/0Ja7x9U92w
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Amazon doubled its gross margins over the last decade.
Why haven't operating margins followed?
$AMZN https://t.co/0Ja7x9U92w
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Offshore
Video
memenodes
You are poor because when it raining you think about sex instead of farming. https://t.co/ybDcvRuxBy
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You are poor because when it raining you think about sex instead of farming. https://t.co/ybDcvRuxBy
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Offshore
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memenodes
When you unplug all the noisy beeping machines in the hospital and everyone starts sleeping better https://t.co/b7ovkSE5O2
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When you unplug all the noisy beeping machines in the hospital and everyone starts sleeping better https://t.co/b7ovkSE5O2
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Offshore
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App Economy Insights
🗓️ Earnings season is back!
What are you watching this week?
• Tuesday: $JPM $DAL
• Wednesday: $WFC $C $BAC
• Thursday: $TSM $GS $MS $BLK
All visualized in our newsletter. https://t.co/iE0tvEO8Zi
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🗓️ Earnings season is back!
What are you watching this week?
• Tuesday: $JPM $DAL
• Wednesday: $WFC $C $BAC
• Thursday: $TSM $GS $MS $BLK
All visualized in our newsletter. https://t.co/iE0tvEO8Zi
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Offshore
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Illiquid
Porn hub inspired logo Chinese newsletter just displaced Dr Burry.
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Porn hub inspired logo Chinese newsletter just displaced Dr Burry.
👀 https://t.co/LaPeATlRka tweet
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The Few Bets That Matter
What's $AMD bull case?
$NVDA is the clear leader and enterprises don’t care about $AMD. The product is inferior, and dollars are better spent on internal ASICs and R&D.
A few months ago the narrative was a cheaper product than $NVDA, lower performance but better price/perf.
Now the better price/perf is ASICs, not $AMD.
So what’s left?
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What's $AMD bull case?
$NVDA is the clear leader and enterprises don’t care about $AMD. The product is inferior, and dollars are better spent on internal ASICs and R&D.
A few months ago the narrative was a cheaper product than $NVDA, lower performance but better price/perf.
Now the better price/perf is ASICs, not $AMD.
So what’s left?
tweet
Offshore
Video
memenodes
Russia has 5000+ nuclear warheads. Of course, it's not necessary
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Russia has 5000+ nuclear warheads. Of course, it's not necessary
Reporter: Would you ever order a mission to capture Vladimir Putin?
Trump: Well, I don’t think that’s going to be necessary. https://t.co/gcZwzJm3s0 tweet
Offshore
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Fiscal.ai
Analysts expect TSMC to generate $88B in operating income in 2027.
They have a current enterprise value of $1.3 trillion.
Why wouldn't this work from here?
$TSM https://t.co/vJSfsatqvf
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Analysts expect TSMC to generate $88B in operating income in 2027.
They have a current enterprise value of $1.3 trillion.
Why wouldn't this work from here?
$TSM https://t.co/vJSfsatqvf
tweet