Offshore
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Dimitry Nakhla | Babylon Capital®
Over the past 10 years, $MSFT has only experienced -25% drawdowns three times:
1. 2020 flash crash
2. 2022 bear market
3. Today
It’s rare to see $MSFT trade >25% below its highs — especially while fundamentals remain strong, the balance sheet is pristine, and the moat is firmly intact.
If $MSFT compounds earnings in the mid-teens over the next several years (a reasonable base case), periods like this tend to look very different in hindsight as they did in the past.
Volatility is the price of admission.
Long-term compounding is the reward.
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Over the past 10 years, $MSFT has only experienced -25% drawdowns three times:
1. 2020 flash crash
2. 2022 bear market
3. Today
It’s rare to see $MSFT trade >25% below its highs — especially while fundamentals remain strong, the balance sheet is pristine, and the moat is firmly intact.
If $MSFT compounds earnings in the mid-teens over the next several years (a reasonable base case), periods like this tend to look very different in hindsight as they did in the past.
Volatility is the price of admission.
Long-term compounding is the reward.
tweet
Offshore
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Moon Dev
opus 4.6 just made it possible to have ai agents work for you 24/7
they can do anything you can write into a doc or explain in a video
employees are cooked
bringing on 3 clients in this closed beta: https://t.co/77Y7hzzevh https://t.co/n6y0y9ECZm
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opus 4.6 just made it possible to have ai agents work for you 24/7
they can do anything you can write into a doc or explain in a video
employees are cooked
bringing on 3 clients in this closed beta: https://t.co/77Y7hzzevh https://t.co/n6y0y9ECZm
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Offshore
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Brady Long
Skywork just dropped SkyBot Beta which is basically a 24/7 AI sidekick.
I know people say this a lot but it actually works while you’re sleeping. Or gambling on the Super Bowl😂
No hosting headaches or security paranoia. Just chat with bro on WhatsApp, Telegram, or Discord.
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Skywork just dropped SkyBot Beta which is basically a 24/7 AI sidekick.
I know people say this a lot but it actually works while you’re sleeping. Or gambling on the Super Bowl😂
No hosting headaches or security paranoia. Just chat with bro on WhatsApp, Telegram, or Discord.
Introducing SkyBot: Your 24/7 Proactive AI Works While you Sleep
We've removed the friction of hosting and the worry of security risks. Start chatting with SkyBot on WhatsApp, Telegram, or Discord.
Claim your SkyBot on Skywork and reclaim your Super Bowl weekend! https://t.co/ZcKhZj9oCl tweet
Offshore
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Moon Dev
My clawdbot will make me a billionaire
I’ve got her watching TikTok all day doing some social arbitrage
Inspired by @DumbMoneyTV
She will find trends 6 months before Wall Street
Working 24/7/365 https://t.co/luYyZqVEL9
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My clawdbot will make me a billionaire
I’ve got her watching TikTok all day doing some social arbitrage
Inspired by @DumbMoneyTV
She will find trends 6 months before Wall Street
Working 24/7/365 https://t.co/luYyZqVEL9
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Offshore
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The Few Bets That Matter
I did not have $ALAB up 19% on my bingo card today.
Very glad I concentrated my portfolio and accumulated on the weekly 50 at $145. Price action is key, as usual. Portfolio up more than 10% today and flat YTD, a pretty good performance considering the state of FinX.
More to come on Tuesday after earnings. With CapEx announcements, AI hardware companies should continue to print money, compute optimizer even more than others.
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I did not have $ALAB up 19% on my bingo card today.
Very glad I concentrated my portfolio and accumulated on the weekly 50 at $145. Price action is key, as usual. Portfolio up more than 10% today and flat YTD, a pretty good performance considering the state of FinX.
More to come on Tuesday after earnings. With CapEx announcements, AI hardware companies should continue to print money, compute optimizer even more than others.
The only tech stocks I still own are $ALAB and $BABA, and I expect both to outperform.
$ALAB generates real cash today.
As long as CapEx keeps rising - and $AMZN just confirmed it isn’t slowing after Meta and Google did the same, semis will keep printing.
Unlike hyperscalers, semis are positive FCF. They don’t depend on future ROI; they monetize real spending happening now.
With hyperscalers guiding CapEx ~50% above expectations, that cash flows directly to semis.
The market wants free cash flow.
They have it.
$BABA is the only hyperscaler holding up while markets fall. Likely because.
1. Ownership is largely non-US → US tech pressure doesn’t apply
2. China has a different economic and financial regime and situation
3. Valuation is incomparable to US hyperscalers, with cash-generating assets outside tech
Both names sit in very specific situations. As the market gets picky, performance will come from singular assets, not sectors.
This isn’t the end of AI.
It’s the start of the stock-picking era. tweet
Offshore
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Brady Long
RT @bigaiguy: This is revolutionizing AI assistance.
It makes it truly seamless and ALWAYS ON.
As someone juggling daily tasks, this caught my eye immediately. It's proactive, on 24/7 and handles work while you rest. And it integrates effortlessly into WhatsApp, Telegram, or Discord.
Skywork AI has eliminated the usual barriers: no self-hosting, no security issues, just instant access for subscribers. This launch seems to tie into Skywork 2.0, which already offers unlimited usage and a new desktop app.
If you're already a member you can claim the beta at https://t.co/BnSbI8fAE5. Perfect timing with the Super Bowl. Instead of doing chores now you can eat wings and watch the game.
By the way - What sets it apart? It's proactive, anticipating your needs from interactions and your knowledge base to automate tasks like scheduling, research, or reminders.
- Chatting feels natural, like texting a friend, without switching apps.
- Security is key by handling hosting, it minimizes risks like data breaches, ideal in our crazy world.
For everyday wins, imagine professionals getting overnight email summaries or market insights. Freelancers could automate client follow-ups, while personally, it manages travel plans or fitness goals.
Beta access means you can influence its growth through feedback.
I've tried similar tools, but SkyBot's frictionless setup is the best. If you're subscribed, grab it now and let it do the heavy lifting.
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RT @bigaiguy: This is revolutionizing AI assistance.
It makes it truly seamless and ALWAYS ON.
As someone juggling daily tasks, this caught my eye immediately. It's proactive, on 24/7 and handles work while you rest. And it integrates effortlessly into WhatsApp, Telegram, or Discord.
Skywork AI has eliminated the usual barriers: no self-hosting, no security issues, just instant access for subscribers. This launch seems to tie into Skywork 2.0, which already offers unlimited usage and a new desktop app.
If you're already a member you can claim the beta at https://t.co/BnSbI8fAE5. Perfect timing with the Super Bowl. Instead of doing chores now you can eat wings and watch the game.
By the way - What sets it apart? It's proactive, anticipating your needs from interactions and your knowledge base to automate tasks like scheduling, research, or reminders.
- Chatting feels natural, like texting a friend, without switching apps.
- Security is key by handling hosting, it minimizes risks like data breaches, ideal in our crazy world.
For everyday wins, imagine professionals getting overnight email summaries or market insights. Freelancers could automate client follow-ups, while personally, it manages travel plans or fitness goals.
Beta access means you can influence its growth through feedback.
I've tried similar tools, but SkyBot's frictionless setup is the best. If you're subscribed, grab it now and let it do the heavy lifting.
Introducing SkyBot: Your 24/7 Proactive AI Works While you Sleep
We've removed the friction of hosting and the worry of security risks. Start chatting with SkyBot on WhatsApp, Telegram, or Discord.
Claim your SkyBot on Skywork and reclaim your Super Bowl weekend! https://t.co/ZcKhZj9oCl tweet
Offshore
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The Transcript
RT @TheTranscript_: Atlassian CEO: "We had a fantastic Q2. We’re building a bloody great business. I’m convinced AI is great for Atlassian. Others think software is dead. In this environment, it seems that noise swamps signal, nuance gets lost."
$TEAM: -9% AH https://t.co/grps5IlRZc
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RT @TheTranscript_: Atlassian CEO: "We had a fantastic Q2. We’re building a bloody great business. I’m convinced AI is great for Atlassian. Others think software is dead. In this environment, it seems that noise swamps signal, nuance gets lost."
$TEAM: -9% AH https://t.co/grps5IlRZc
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Offshore
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Fiscal.ai
Shares of Philip Morris International are now up 125% since they acquired Zyn's parent company, Swedish Match.
$PM https://t.co/GZ61FqILVh
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Shares of Philip Morris International are now up 125% since they acquired Zyn's parent company, Swedish Match.
$PM https://t.co/GZ61FqILVh
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