Offshore
Photo
Michael Fritzell (Asian Century Stocks)
Key point from that Bloomberg article about Minal Bathwal: read Kahneman's book https://t.co/31AlkJvzCB
tweet
Key point from that Bloomberg article about Minal Bathwal: read Kahneman's book https://t.co/31AlkJvzCB
tweet
Offshore
Photo
App Economy Insights
RT @EconomyApp: $AMZN Amazon Q4 FY25:
• Revenue +14% Y/Y to $213.4B ($2.2B beat).
• Operating margin 12% (+0.4pp Y/Y).
• EPS $1.95 ($0.01 miss).
• Q1 FY26 rev guide: +11%–15% Y/Y.
☁️ AWS:
• Revenue +24% Y/Y to $35.6B.
• Operating margin 35% (-2pp Y/Y). https://t.co/169cUDweIt
tweet
RT @EconomyApp: $AMZN Amazon Q4 FY25:
• Revenue +14% Y/Y to $213.4B ($2.2B beat).
• Operating margin 12% (+0.4pp Y/Y).
• EPS $1.95 ($0.01 miss).
• Q1 FY26 rev guide: +11%–15% Y/Y.
☁️ AWS:
• Revenue +24% Y/Y to $35.6B.
• Operating margin 35% (-2pp Y/Y). https://t.co/169cUDweIt
tweet
Offshore
Photo
Javier Blas
Global electricity demand will increase at an annual rate of 3.6% from 2026 to 2030, the @IEA says in new forecast. Importantly, "although coal generation is set to lose ground globally, it remains the single largest source of electricity in 2030."
https://t.co/7kxaUjO0RZ
tweet
Global electricity demand will increase at an annual rate of 3.6% from 2026 to 2030, the @IEA says in new forecast. Importantly, "although coal generation is set to lose ground globally, it remains the single largest source of electricity in 2030."
https://t.co/7kxaUjO0RZ
tweet
The Transcript
RT @TheTranscript_: The Google cash machine
"We generated record operating cash flow of $52.4B in the Q4 and $164.7B for the full year... free cash flow of $73.3B for the full year.” - Alphabet CFO
$GOOG $GOOGL
tweet
RT @TheTranscript_: The Google cash machine
"We generated record operating cash flow of $52.4B in the Q4 and $164.7B for the full year... free cash flow of $73.3B for the full year.” - Alphabet CFO
$GOOG $GOOGL
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
But I guess these morons who have been attacking me all week know better, right. Good luck!
https://t.co/asm6sZ4Q9U
tweet
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
But I guess these morons who have been attacking me all week know better, right. Good luck!
https://t.co/asm6sZ4Q9U
tweet
Offshore
Video
Jukan
Boston Dynamics' Atlas, Hyundai's humanoid robot, got roasted for its awkward backflip less than a month ago, and now it's showing insanely improved moves!🤯 https://t.co/QlwzcpT8By
tweet
Boston Dynamics' Atlas, Hyundai's humanoid robot, got roasted for its awkward backflip less than a month ago, and now it's showing insanely improved moves!🤯 https://t.co/QlwzcpT8By
tweet
Michael Fritzell (Asian Century Stocks)
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
But I guess these morons who have been attacking me all week know better, right. Good luck
https://t.co/5EMVuqgizR
tweet
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
But I guess these morons who have been attacking me all week know better, right. Good luck
https://t.co/5EMVuqgizR
tweet
YouTube
The AI Bubble Won’t Pop Until Big IPOs Hit the Market | Carson Block
This episode is brought to you by the Pictet AI Enhanced International Equity ETF ($PQNT): https://etf.am.pictet.com/pqnt/
Carson Block, founder of Muddy Waters Capital joins Monetary Matters to discuss why they aren’t rushing to short AI pretenders and…
Carson Block, founder of Muddy Waters Capital joins Monetary Matters to discuss why they aren’t rushing to short AI pretenders and…
Michael Fritzell (Asian Century Stocks)
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
https://t.co/JYxfkTjNO9
tweet
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
https://t.co/JYxfkTjNO9
tweet
YouTube
The AI Bubble Won’t Pop Until Big IPOs Hit the Market | Carson Block
This episode is brought to you by the Pictet AI Enhanced International Equity ETF ($PQNT): https://etf.am.pictet.com/pqnt/
Carson Block, founder of Muddy Waters Capital joins Monetary Matters to discuss why they aren’t rushing to short AI pretenders and…
Carson Block, founder of Muddy Waters Capital joins Monetary Matters to discuss why they aren’t rushing to short AI pretenders and…
Offshore
Photo
Javier Blas
After Ford and General Motors announced large writedowns linked to their EV strategy, today Stellantis has announced it will take ~€22 billion ($26 billion) in impairments as it scales back its EV plans.
With a brutal addmission by the CEO ⬇️ https://t.co/S5gDwkfWjJ
tweet
After Ford and General Motors announced large writedowns linked to their EV strategy, today Stellantis has announced it will take ~€22 billion ($26 billion) in impairments as it scales back its EV plans.
With a brutal addmission by the CEO ⬇️ https://t.co/S5gDwkfWjJ
tweet
Michael Fritzell (Asian Century Stocks)
For what it’s worth, the controlling shareholder in FnGuide bought more shares yesterday.
tweet
For what it’s worth, the controlling shareholder in FnGuide bought more shares yesterday.
Surprised to see some of the index providers getting clobbered.
How can AI replace a well-established benchmark, like the FICO Score or the S&P 500 or the Orality Score? tweet
X (formerly Twitter)
Joe Weisenthal (@TheStalwart) on X
Surprised to see some of the index providers getting clobbered.
How can AI replace a well-established benchmark, like the FICO Score or the S&P 500 or the Orality Score?
How can AI replace a well-established benchmark, like the FICO Score or the S&P 500 or the Orality Score?
The Transcript
RT @TheTranscript_: $UPS CEO: Amazon volume down 1M daily pieces in 2025, another 1M to go in 2026.
“By the end of the year, we… reduced Amazon’s volume in our network by approximately 1 million pieces per day… we intend to glide-down another 1 million pieces per day.”
tweet
RT @TheTranscript_: $UPS CEO: Amazon volume down 1M daily pieces in 2025, another 1M to go in 2026.
“By the end of the year, we… reduced Amazon’s volume in our network by approximately 1 million pieces per day… we intend to glide-down another 1 million pieces per day.”
tweet