Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DividendDynasty: $SPGI is now trading near multi-year highs in FCF yield.
With the company positioned to benefit highly from the debt 'maturity wall' which is peaking in 2026 at over $3T in debt requiring refinancing...
I'm as bullish as ever, and no, AI isn't going to 'vibecode' S&P Global... https://t.co/SRaohX2zPU
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RT @DividendDynasty: $SPGI is now trading near multi-year highs in FCF yield.
With the company positioned to benefit highly from the debt 'maturity wall' which is peaking in 2026 at over $3T in debt requiring refinancing...
I'm as bullish as ever, and no, AI isn't going to 'vibecode' S&P Global... https://t.co/SRaohX2zPU
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Offshore
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The Transcript
RT @TheTranscript_: Anglo American expects De Beers’ underlying EBITDA to turn negative in 2025 as weak diamond market conditions persist, triggering an impairment review that could weigh on full-year results: https://t.co/Y5Cih1AOID
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RT @TheTranscript_: Anglo American expects De Beers’ underlying EBITDA to turn negative in 2025 as weak diamond market conditions persist, triggering an impairment review that could weigh on full-year results: https://t.co/Y5Cih1AOID
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Offshore
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Brady Long
RT @thisguyknowsai: 🚨BREAKING: Build Agentic RAG without vector database or chunking.
You can now create RAG without using Vector DBs.
PageIndex is a new open-source tool that uses document trees instead of embeddings.
It scores 98.7% on FinanceBench by allowing LLMs to understand structure instead of just matching keywords.
→ No Vector DB
→ No Chunking
→ Human-like Retrieval
100% Open Source.
tweet
RT @thisguyknowsai: 🚨BREAKING: Build Agentic RAG without vector database or chunking.
You can now create RAG without using Vector DBs.
PageIndex is a new open-source tool that uses document trees instead of embeddings.
It scores 98.7% on FinanceBench by allowing LLMs to understand structure instead of just matching keywords.
→ No Vector DB
→ No Chunking
→ Human-like Retrieval
100% Open Source.
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
This is why you don’t pay 130x earnings & 22x sales at peak valuations — even for a business as high-quality as $AXON.
As Warren Buffett said:
“A too-high purchase price… can undo the effects of a subsequent decade of favorable business developments.”
$AXON -54% from highs. https://t.co/kHos08c3iV
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This is why you don’t pay 130x earnings & 22x sales at peak valuations — even for a business as high-quality as $AXON.
As Warren Buffett said:
“A too-high purchase price… can undo the effects of a subsequent decade of favorable business developments.”
$AXON -54% from highs. https://t.co/kHos08c3iV
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Offshore
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Moon Dev
my clawbot is now autonomously coding and pushing to github
and finding winning trading strategies
10,783% with robustness tests is crazy
it is with unique data you dont have though
thats the edge https://t.co/m9y2s6mNZ2
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my clawbot is now autonomously coding and pushing to github
and finding winning trading strategies
10,783% with robustness tests is crazy
it is with unique data you dont have though
thats the edge https://t.co/m9y2s6mNZ2
tweet
Offshore
Photo
The Transcript
Reddit CEO: "2025 was a breakout year for Reddit...We crossed $2.2B in revenue, up 69%Y/Y, and delivered $530M in net income. In Q4 alone, we welcomed over 121M DAUs to our platform, +19% Y/Y..."
Launches a $1B buyback program.
$RDDT: +6% AH https://t.co/9KJthOxOZA
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Reddit CEO: "2025 was a breakout year for Reddit...We crossed $2.2B in revenue, up 69%Y/Y, and delivered $530M in net income. In Q4 alone, we welcomed over 121M DAUs to our platform, +19% Y/Y..."
Launches a $1B buyback program.
$RDDT: +6% AH https://t.co/9KJthOxOZA
tweet