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
tweet
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
Offshore
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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?
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Offshore
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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
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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
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The Few Bets That Matter
My portfolio has 8 positions.
This isn’t concentrated enough.
I need 5, but what on earth do I cut?
$TMDX, for obvious reasons no one seems interested in though. https://t.co/I0Pxfbkul2
$ETH & $MSTR, crypto is going higher and the mispricing is real.
https://t.co/93kyTdmP9Q
https://t.co/YCGB90Tmj3
$LULU, apparel is in an uptrend and others with similar challenges - $VSCO $AEO, have had insane performances.
https://t.co/9Qv5aQRAXt
$UIPATH, acceleration is real and agentic AI is the next massive use case with broad adoption.
https://t.co/HYV7xdbiIw
$NBIS & $ALAB, the AI build-out isn’t over, the bubble hasn’t even started.
https://t.co/e5EyQAfq5M
$BABA, China is clearly underestimated.
https://t.co/fH5MOUY6re
What. Do. I. Cut.
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My portfolio has 8 positions.
This isn’t concentrated enough.
I need 5, but what on earth do I cut?
$TMDX, for obvious reasons no one seems interested in though. https://t.co/I0Pxfbkul2
$ETH & $MSTR, crypto is going higher and the mispricing is real.
https://t.co/93kyTdmP9Q
https://t.co/YCGB90Tmj3
$LULU, apparel is in an uptrend and others with similar challenges - $VSCO $AEO, have had insane performances.
https://t.co/9Qv5aQRAXt
$UIPATH, acceleration is real and agentic AI is the next massive use case with broad adoption.
https://t.co/HYV7xdbiIw
$NBIS & $ALAB, the AI build-out isn’t over, the bubble hasn’t even started.
https://t.co/e5EyQAfq5M
$BABA, China is clearly underestimated.
https://t.co/fH5MOUY6re
What. Do. I. Cut.
$TMDX hit 49 flights yesterday, a new reccord.
They only own 22 planes.
Each flight saves lives or significantly improves patients' life quality. And adoption is clealy accelerating as hospitals scale usage.
🔹~7x forward sales
🔹30%+ growth
🔹International expansion underway
🔹Transplant volumes rising
🔹Heart & lung trials ongoing
🔹High switching costs
🔹Expanding market
How does no one care about this stock? tweet
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Fiscal.ai
If you invested $10,000 in Rocket Lab 20 months ago, you would now have...
$239,580
What a wild ride.
$RKLB https://t.co/zMgmzzHU0t
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If you invested $10,000 in Rocket Lab 20 months ago, you would now have...
$239,580
What a wild ride.
$RKLB https://t.co/zMgmzzHU0t
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