Offshore
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Illiquid
2026 is another year for the thematic investor. Semicap subsystems are going to be a leveraged play on a consensus long. Many names already up but one Singaporean company is starting to get noticed. https://t.co/wwcXq4VJZC
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2026 is another year for the thematic investor. Semicap subsystems are going to be a leveraged play on a consensus long. Many names already up but one Singaporean company is starting to get noticed. https://t.co/wwcXq4VJZC
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Offshore
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Dimitry Nakhla | Babylon Capital®
While this would be great, I don’t think 200–300% in 5 years is an “easy” assumption🤔
$NFLX is definitely interesting here & I’ve shared my thoughts recently, but the math matters
If $NFLX hits 2028 EPS est. of $4.48 and then grows EPS at 15% CAGR from 2028–2030, you get roughly $5.92 in 2030 EPS
At a 30x multiple (essentially minimal multiple expansion), that implies a ~$178 share price — about a +98% return
To get 200–300%, you’d need materially higher earnings and/or significant multiple expansion
Possible? Sure. Yet, Unlikely
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While this would be great, I don’t think 200–300% in 5 years is an “easy” assumption🤔
$NFLX is definitely interesting here & I’ve shared my thoughts recently, but the math matters
If $NFLX hits 2028 EPS est. of $4.48 and then grows EPS at 15% CAGR from 2028–2030, you get roughly $5.92 in 2030 EPS
At a 30x multiple (essentially minimal multiple expansion), that implies a ~$178 share price — about a +98% return
To get 200–300%, you’d need materially higher earnings and/or significant multiple expansion
Possible? Sure. Yet, Unlikely
Buy and hold $NFLX for 5 years from here probably an easy 200-300% play. https://t.co/cE7GbfVQpT tweet
Offshore
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Illiquid
Risk on continues in Asia. CIO of DBS, SE Asia's biggest bank: "AI-related optimism is based on sound fundamentals"
https://t.co/3Wx4ewgmEY
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Risk on continues in Asia. CIO of DBS, SE Asia's biggest bank: "AI-related optimism is based on sound fundamentals"
https://t.co/3Wx4ewgmEY
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Offshore
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Brady Long
Tim Ferriss reverse-engineered how world-class performers like Elon Musk, Jeff Bezos, and Naval Ravikant actually work.
He turned elite habits into systems anyone can copy.
And I turned his entire optimization framework into 5 AI prompts that make you faster, sharper, and ruthlessly effective.
Here's how to use LLMs to think like Tim Ferriss:
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Tim Ferriss reverse-engineered how world-class performers like Elon Musk, Jeff Bezos, and Naval Ravikant actually work.
He turned elite habits into systems anyone can copy.
And I turned his entire optimization framework into 5 AI prompts that make you faster, sharper, and ruthlessly effective.
Here's how to use LLMs to think like Tim Ferriss:
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Offshore
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God of Prompt
RT @alex_prompter: ANDREJ KARPATHY COINED "VIBE CODING" IN FEBRUARY 2025... AND I TURNED IT INTO A COMPLETE SYSTEM PROMPT
I made a prompt that turns Claude into an autonomous app builder:
→ describe what you want in plain english
→ it plans the architecture
→ writes production code
→ deploys without you touching a single line
It feels like having a senior dev who reads your mind and just... builds 👇
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RT @alex_prompter: ANDREJ KARPATHY COINED "VIBE CODING" IN FEBRUARY 2025... AND I TURNED IT INTO A COMPLETE SYSTEM PROMPT
I made a prompt that turns Claude into an autonomous app builder:
→ describe what you want in plain english
→ it plans the architecture
→ writes production code
→ deploys without you touching a single line
It feels like having a senior dev who reads your mind and just... builds 👇
tweet
Offshore
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memenodes
Sometimes I lay in bed at night wondering why I’m single and then I reflect and go through weekend messages https://t.co/TTz2IdS1rG
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Sometimes I lay in bed at night wondering why I’m single and then I reflect and go through weekend messages https://t.co/TTz2IdS1rG
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