Offshore
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Dimitry Nakhla | Babylon Capital®
$AMZN trading 14x forward OCF with OCF growing ~20% CAGR.
Also, $AMZN has officially entered its own bear market, down -20% from highs. https://t.co/mQ36Rlmmc3
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$AMZN trading 14x forward OCF with OCF growing ~20% CAGR.
Also, $AMZN has officially entered its own bear market, down -20% from highs. https://t.co/mQ36Rlmmc3
$AMZN trades at ~$2.17T market cap.
AWS + ADS generated ~$197.36B in LTM revenue — both segments with 30%+ operating margins.
$AMZN now trades ~11x AWS + ADS sales. https://t.co/VEVgQpOujF tweet
Offshore
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Benjamin Hernandez😎
Cash-Flow Momentum: $SMX
Recommendation: $SMX ~$14.10
$SMX is being re-rated by Wall Street as an "Infrastructure Leader." $14 is the last chance for a sub-$20 entry.
Reason calling it: Proprietary molecular markers for rubber and textiles provide a 10-year moat. Target: $24. https://t.co/7tagMD254Q
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Cash-Flow Momentum: $SMX
Recommendation: $SMX ~$14.10
$SMX is being re-rated by Wall Street as an "Infrastructure Leader." $14 is the last chance for a sub-$20 entry.
Reason calling it: Proprietary molecular markers for rubber and textiles provide a 10-year moat. Target: $24. https://t.co/7tagMD254Q
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Offshore
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Quiver Quantitative
JUST IN: Representative Anna Paulina Luna has introduced legislation to ban social media for kids under the age of 13.
It would also ban algorithmic social media feeds for anyone under the age of 17. https://t.co/0zt6n1J0Au
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JUST IN: Representative Anna Paulina Luna has introduced legislation to ban social media for kids under the age of 13.
It would also ban algorithmic social media feeds for anyone under the age of 17. https://t.co/0zt6n1J0Au
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Offshore
Video
Brady Long
Forget random generations bro.
Kling 3.0 on @dzine_ai brings actual control to your video workflow.
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Forget random generations bro.
Kling 3.0 on @dzine_ai brings actual control to your video workflow.
Kling 3.0 is LIVE on Dzine! 🔥 Early Access now
🎁 Limited time Deal: Get 50% OFF the Master Plan (with UNLIMITED 4K Nano Banana Pro).
Use code: DZKLING3
⏳ Next 12 HOURS: RT + Comment to win a 3-month Master Membership ($180 value)!
Create without limits. 👇 tweet
Offshore
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App Economy Insights
$AMZN dropped a $200B bomb.
Let’s break down the quarter:
📢 Amazon Ads boost margins.
☁️ AWS accelerates +24% Y/Y.
📦 Retail efficiency paying off.
📉 30,000-role restructuring.
💰 Investing $50B in OpenAI?
https://t.co/FJuZJnC0Vz
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$AMZN dropped a $200B bomb.
Let’s break down the quarter:
📢 Amazon Ads boost margins.
☁️ AWS accelerates +24% Y/Y.
📦 Retail efficiency paying off.
📉 30,000-role restructuring.
💰 Investing $50B in OpenAI?
https://t.co/FJuZJnC0Vz
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Michael Fritzell (Asian Century Stocks)
RT @JasonJh1319: $SE Spoke to a friend running an eComm brand in the Philippines. 3 days after launching on TikTok Shops, they reached 60% of Shopee sales.
Live Selling/Social Platform is a big discovery advantage and they're a real player (unlike Lazada).
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RT @JasonJh1319: $SE Spoke to a friend running an eComm brand in the Philippines. 3 days after launching on TikTok Shops, they reached 60% of Shopee sales.
Live Selling/Social Platform is a big discovery advantage and they're a real player (unlike Lazada).
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Offshore
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DAIR.AI
RT @omarsar0: Will showcase the Claude Code image generator and playground skills in 5 mins.
Join the fun here: https://t.co/vphPjIqvha
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RT @omarsar0: Will showcase the Claude Code image generator and playground skills in 5 mins.
Join the fun here: https://t.co/vphPjIqvha
Excited to release my new Image Generator skill.
It's an effective way to improve image generation using coding agents like Claude Code.
I use this for all image generation workflows now. It's powered by Nano Banana Pro.
You can improve the process further (through more precise annotations) with the new Claude Code Playground plugin.
I refer to this process as Agentic Image Generation, and wrote a little tutorial if you are interested: https://t.co/mjxa48fhTs tweet