Offshore
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Dimitry Nakhla | Babylon Capital®
Since 2018, $SPGI has traded at a 4.85% FCF yield or higher only ~13% of the time — roughly 87% of the time it’s traded below that level.
All this to say, today’s value proposition isn’t all that common — a relatively rare setup. https://t.co/B5oEUQ5Nxl
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Since 2018, $SPGI has traded at a 4.85% FCF yield or higher only ~13% of the time — roughly 87% of the time it’s traded below that level.
All this to say, today’s value proposition isn’t all that common — a relatively rare setup. https://t.co/B5oEUQ5Nxl
Did you know that $SPGI & Anthropic announced a collaboration to bring financial data into Claude?
“With this cutting-edge integration, customers can unlock S&P Global’s trusted data and insights seamlessly and reliably within Anthropic’s Claude.”
Source: Kensho Communications https://t.co/3c8263d2aP tweet
Offshore
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Brady Long
RT @thisguyknowsai: 🚨 I watched a senior engineer at Anthropic build a feature in 4 hours that would've taken me 3 days.
He wasn't coding faster. He was running 8 Claude instances in parallel—each solving different parts simultaneously.
The future of coding isn't writing code. It's orchestrating AI swarms.
Here's the framework:
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RT @thisguyknowsai: 🚨 I watched a senior engineer at Anthropic build a feature in 4 hours that would've taken me 3 days.
He wasn't coding faster. He was running 8 Claude instances in parallel—each solving different parts simultaneously.
The future of coding isn't writing code. It's orchestrating AI swarms.
Here's the framework:
tweet
Offshore
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God of Prompt
RT @godofprompt: RIP "act as an expert" and basic prompting.
A former OpenAI engineer just exposed "Prompt Contract" - the internal technique that makes LLMs actually obey you.
Works on ChatGPT, Claude, Gemini, everything.
Here's how to use it right now: https://t.co/6ZDCFs5JvK
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RT @godofprompt: RIP "act as an expert" and basic prompting.
A former OpenAI engineer just exposed "Prompt Contract" - the internal technique that makes LLMs actually obey you.
Works on ChatGPT, Claude, Gemini, everything.
Here's how to use it right now: https://t.co/6ZDCFs5JvK
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @JerryCap: DUMB PIPE MI WORTH ZERO
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RT @JerryCap: DUMB PIPE MI WORTH ZERO
Did you know that $SPGI & Anthropic announced a collaboration to bring financial data into Claude?
“With this cutting-edge integration, customers can unlock S&P Global’s trusted data and insights seamlessly and reliably within Anthropic’s Claude.”
Source: Kensho Communications https://t.co/3c8263d2aP tweet
Offshore
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The Transcript
RT @TheTranscript_: $NVDA CEO this week: "There's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow, AI is going to replace them. It is the most illogical thing in the world, and time will prove itself." https://t.co/oD7YzWrPWF
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RT @TheTranscript_: $NVDA CEO this week: "There's a whole bunch of software companies whose stock prices are under a lot of pressure. Because somehow, AI is going to replace them. It is the most illogical thing in the world, and time will prove itself." https://t.co/oD7YzWrPWF
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The Transcript
RT @EricSoda: This week is the second busiest week of Q4 earnings. Get ready friends. https://t.co/dzW8O24Kph
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RT @EricSoda: This week is the second busiest week of Q4 earnings. Get ready friends. https://t.co/dzW8O24Kph
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The Transcript
RT @sarthakgh: Uber is stunningly diversified
75% of US profits from outside of top 20 cities and 60% of ride bookings outside of the US
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RT @sarthakgh: Uber is stunningly diversified
75% of US profits from outside of top 20 cities and 60% of ride bookings outside of the US
$UBER CFO @_balaji_km: Uber's profit engine lies in smaller U.S. markets, not top cities
"this is a very, very common misconception. We've heard many times that Uber's profit pools are concentrated in the top cities, and it could not be further from the truth." https://t.co/KvEaIn4beM tweet
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The Transcript
RT @TheTranscript_: This is all you need for a complete coverage of the Q4 25 earnings season
Link: https://t.co/pgEoID6dIq https://t.co/Qp9DRPf2p4
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RT @TheTranscript_: This is all you need for a complete coverage of the Q4 25 earnings season
Link: https://t.co/pgEoID6dIq https://t.co/Qp9DRPf2p4
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Offshore
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App Economy Insights
RT @EconomyApp: 📊 This Week in Visuals
$AMD $PLTR $UBER $LLY $ABBV $NVS $MRK $NVO $AMGN $PFE $NTDOY $PEP $MDLZ $FTNT $CMG $YUM $PYPL $RBLX $TTWO $HSY $RDDT $TEAM $AFRM $SNAP $NYT $ALGN $MTCH $PTON
https://t.co/LagqbFw2RX
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RT @EconomyApp: 📊 This Week in Visuals
$AMD $PLTR $UBER $LLY $ABBV $NVS $MRK $NVO $AMGN $PFE $NTDOY $PEP $MDLZ $FTNT $CMG $YUM $PYPL $RBLX $TTWO $HSY $RDDT $TEAM $AFRM $SNAP $NYT $ALGN $MTCH $PTON
https://t.co/LagqbFw2RX
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