Offshore
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Bourbon Capital
RT @BourbonCap: $MU CEO: AI is here in the very early days....memory and storage have become strategic assets for AI https://t.co/5zttPqrCIb
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RT @BourbonCap: $MU CEO: AI is here in the very early days....memory and storage have become strategic assets for AI https://t.co/5zttPqrCIb
The semiconductor ecosystem:
The US dominates design and equipment: $AMAT $LRCX $KLAC $SNPS $CDNS $NVDA $AMD $QCOM $MU $AVGO
Europe dominates lithography: $ASML
South Korea dominates the RAM market: Samsung and SK Hynix
Taiwan produces the most advanced chips: $TSM https://t.co/AtoeBxKr1f tweet
Clark Square Capital
RT @ClarkSquareCap: Idea thread time!
What's your best idea right now? (Any style, any market cap, any geography).
Be sure to add why you like it + valuation.
I will compile the responses and share.
Appreciate a RT for visibility! 🙏
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RT @ClarkSquareCap: Idea thread time!
What's your best idea right now? (Any style, any market cap, any geography).
Be sure to add why you like it + valuation.
I will compile the responses and share.
Appreciate a RT for visibility! 🙏
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Offshore
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Moon Dev
openclaw for tradingview
today we are diving deeper into openclaw for tradingview
this is the biggest unlock i have ever seen for traders
you can see everything plus get the api key other freebies and the replay
ill be live from 8 am to 11 am eastern time
see if there are tickets left and dont miss this
join here https://t.co/Aw7dcEw2RV
moon dev
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openclaw for tradingview
today we are diving deeper into openclaw for tradingview
this is the biggest unlock i have ever seen for traders
you can see everything plus get the api key other freebies and the replay
ill be live from 8 am to 11 am eastern time
see if there are tickets left and dont miss this
join here https://t.co/Aw7dcEw2RV
moon dev
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
S&P Global $SPGI Q4 2025 Report 🗓️
✅ REV: $3.92B (+9% YoY)
❌ EPS: $4.30 (+14% YoY)
↘️ Soft forward guidance https://t.co/O10hq9lylW
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S&P Global $SPGI Q4 2025 Report 🗓️
✅ REV: $3.92B (+9% YoY)
❌ EPS: $4.30 (+14% YoY)
↘️ Soft forward guidance https://t.co/O10hq9lylW
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Offshore
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Benjamin Hernandez😎
DuPont reported flat sales as weak construction demand weighed on results. Investors remain cautious, with industrial stocks sensitive to slowing building activity and macro uncertainty.
$DD $DOW $LIN https://t.co/IvRkiEhhol
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DuPont reported flat sales as weak construction demand weighed on results. Investors remain cautious, with industrial stocks sensitive to slowing building activity and macro uncertainty.
$DD $DOW $LIN https://t.co/IvRkiEhhol
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Offshore
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Bourbon Capital
$SPGI S&P Global has entered in its own bear market
FCF yield is likely to be close to 5% by noon… what wonderful times we are living, indiscriminate sell offs and high FCF yields... https://t.co/1c9wTsc6M0
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$SPGI S&P Global has entered in its own bear market
FCF yield is likely to be close to 5% by noon… what wonderful times we are living, indiscriminate sell offs and high FCF yields... https://t.co/1c9wTsc6M0
Are you buying anything from Dev?
$MSCI purchased $2.4B billion at $559 in 2025, and the CEO has been very active buying at the same price.
$MA The stock is down because of the 10% credit card bs, but Revenue and EPS still growing 15%+, plus they gonna purchased over $14B in 2026
$FICO 90% of U.S. lenders use FICO. The company reiterated its 2026 guidance, with revenue and EPS growing 18%
$SPGI The stock is back to Liberation Day levels. It’s rare to see this company with a 4.8% FCF yield... and it remains one of the strongest moats out there.
$INTU The largest tax software company in the world, the stock is trading at the lowest level in more than 10 years, FCF yield is at 10 years high.... one of many Saas companies experiencing an indiscriminate sell off tweet
Offshore
Video
Startup Archive
Sam Altman on what startups get wrong about culture
A lot of startups think they have a great culture because there’s free food, everyone does yoga together, and everyone’s super nice to each other. But as Sam explains:
“The culture that matters to the best people is one where they can just come and be really productive and be around other great people. If you have a culture which looks good on the surface but somehow rejects super talented people… I think that can be a real problem.”
In this interview from 2017, Sam warns that it’s very easy to get entitled employees:
“Everyone wants to work exactly how they want. They want to be really rich right now. If the company is not going to get liquid next year, they’re going to go somewhere else.”
It may sound crazy to expect employees to join a company and stay there for 5-10 years, but at the best companies, that’s what happens.
Sam urges founders to ask themselves: “What do we have to do to get the best people to stay at our company for 5-10 years?”
Then go make that your culture.
“One of the things that is included in that is wild success for the company and a mission that people care about,” Sam argues. “You need to create an environment where really great people will want to come, work with each other, and not have to deal with the crap that they do at most companies.”
Culture isn’t benefits. Culture is how you hold each other accountable to the mission and help your team do the best work of their lives.
Video source: @ycombinator (2017)
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Sam Altman on what startups get wrong about culture
A lot of startups think they have a great culture because there’s free food, everyone does yoga together, and everyone’s super nice to each other. But as Sam explains:
“The culture that matters to the best people is one where they can just come and be really productive and be around other great people. If you have a culture which looks good on the surface but somehow rejects super talented people… I think that can be a real problem.”
In this interview from 2017, Sam warns that it’s very easy to get entitled employees:
“Everyone wants to work exactly how they want. They want to be really rich right now. If the company is not going to get liquid next year, they’re going to go somewhere else.”
It may sound crazy to expect employees to join a company and stay there for 5-10 years, but at the best companies, that’s what happens.
Sam urges founders to ask themselves: “What do we have to do to get the best people to stay at our company for 5-10 years?”
Then go make that your culture.
“One of the things that is included in that is wild success for the company and a mission that people care about,” Sam argues. “You need to create an environment where really great people will want to come, work with each other, and not have to deal with the crap that they do at most companies.”
Culture isn’t benefits. Culture is how you hold each other accountable to the mission and help your team do the best work of their lives.
Video source: @ycombinator (2017)
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The Transcript
RT @TheTranscript_: $GM CEO on their onshoring plans:
"As we look further ahead, our annual production in the U.S. is expected to rise to an industry-leading 2 million units after we begin production of the Chevrolet Equinox in Kansas, bring the Chevrolet Blazer to Tennessee and add incremental capacity for the Cadillac Escalade and launch our next-generation full-size pickups at Orion Assembly in Michigan.#
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RT @TheTranscript_: $GM CEO on their onshoring plans:
"As we look further ahead, our annual production in the U.S. is expected to rise to an industry-leading 2 million units after we begin production of the Chevrolet Equinox in Kansas, bring the Chevrolet Blazer to Tennessee and add incremental capacity for the Cadillac Escalade and launch our next-generation full-size pickups at Orion Assembly in Michigan.#
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