Illiquid
Option 3. Bought Seikoh Giken more than 2.5x up in 6 months and it’s still gonna double.
tweet
Option 3. Bought Seikoh Giken more than 2.5x up in 6 months and it’s still gonna double.
You buy a stock already up 100% in 6 months and it doubles.
versus
You buy a stock down 50% in 6 months and it doubles.
In which scenario are you more satisfied with yourself? tweet
X (formerly Twitter)
Citrini (@Citrini7) on X
You buy a stock already up 100% in 6 months and it doubles.
versus
You buy a stock down 50% in 6 months and it doubles.
In which scenario are you more satisfied with yourself?
versus
You buy a stock down 50% in 6 months and it doubles.
In which scenario are you more satisfied with yourself?
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DividendDynasty: “Over 95% of our revenue is tied to proprietary benchmarks, differentiated data, and critical workflow tools.”
Just a reminder, S&P Global is not a meme stock folks…
Long $SPGI
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RT @DividendDynasty: “Over 95% of our revenue is tied to proprietary benchmarks, differentiated data, and critical workflow tools.”
Just a reminder, S&P Global is not a meme stock folks…
Long $SPGI
Buying is an understatement at these levels…
$SPGI currently -17.5% on the day… https://t.co/1LAg7z2an6 tweet
Offshore
Photo
Jukan
UBS’s TPU report — what surprised me:
1. In the TPU v8 generation, MediaTek’s ASIC service fee per TPU chip is less than half of Broadcom’s.
2. Google appears satisfied with MediaTek’s 224G SerDes IP quality, even though it still doesn’t fully match Broadcom’s.
3. Not only MediaTek’s TPU v9X, but also Broadcom’s TPU v9AX could adopt Intel’s EMIB solution.
4. Ibiden is entering Google TPU substrate business in a meaningful way.
5. Google TPU is expected to skip HBM4 and move directly to HBM4E.
tweet
UBS’s TPU report — what surprised me:
1. In the TPU v8 generation, MediaTek’s ASIC service fee per TPU chip is less than half of Broadcom’s.
2. Google appears satisfied with MediaTek’s 224G SerDes IP quality, even though it still doesn’t fully match Broadcom’s.
3. Not only MediaTek’s TPU v9X, but also Broadcom’s TPU v9AX could adopt Intel’s EMIB solution.
4. Ibiden is entering Google TPU substrate business in a meaningful way.
5. Google TPU is expected to skip HBM4 and move directly to HBM4E.
tweet
Offshore
Video
DAIR.AI
RT @omarsar0: one of my favorite ways to use claude code skills right now - combining remotion with claude-in-chrome for motion video creation.
the workflow is addictive.
the clip you see here was produced with minimal prompting effort
let me know if you would like me to write a full break down of this process.
you describe to claude code what you want, claude code writes the remotion components, opens the remotion studio (via browser) with claude-in-chrome, sees the actual rendered output, and iterates on it in real time.
need the arrows pointing to the center of the bubbles instead of the edge? just say it. need the layout shifted to the center? say it. claude sees the preview, adjusts the code, re-renders.
then when you're happy you tell claude code to render the final video.
but skills are what make this possible. remotion knowledge + browser automation + the taste to iterate visually. no copy pasting screenshots back and forth. no "can you try moving it 10px to the right" over chat. it just looks and fixes.
this is the kind of workflow that makes you realize how much further claude code can go beyond just writing code in a terminal.
i didn't touch any code while working on the clip you see
if you haven't tried combining skills together like this - start experimenting. the skills combos is where the magic is at.
tweet
RT @omarsar0: one of my favorite ways to use claude code skills right now - combining remotion with claude-in-chrome for motion video creation.
the workflow is addictive.
the clip you see here was produced with minimal prompting effort
let me know if you would like me to write a full break down of this process.
you describe to claude code what you want, claude code writes the remotion components, opens the remotion studio (via browser) with claude-in-chrome, sees the actual rendered output, and iterates on it in real time.
need the arrows pointing to the center of the bubbles instead of the edge? just say it. need the layout shifted to the center? say it. claude sees the preview, adjusts the code, re-renders.
then when you're happy you tell claude code to render the final video.
but skills are what make this possible. remotion knowledge + browser automation + the taste to iterate visually. no copy pasting screenshots back and forth. no "can you try moving it 10px to the right" over chat. it just looks and fixes.
this is the kind of workflow that makes you realize how much further claude code can go beyond just writing code in a terminal.
i didn't touch any code while working on the clip you see
if you haven't tried combining skills together like this - start experimenting. the skills combos is where the magic is at.
tweet
Offshore
Photo
God of Prompt
RT @free_ai_guides: Fuck it.
Here are 70+ Google Gemini prompts I use to run my business.
Sales. Marketing. Content. SEO. Expenses. Hiring. Meetings. Travel. All of it.
→ Expense tracking? Gemini reads my receipts from Gmail.
→ Lead generation? Gemini scans my contacts and suggests prospects.
→ Content ideas? Gemini analyzes my top-performing posts.
→ Meeting prep? Gemini reads the agenda from my Calendar.
Comment "Gemini" and I'll DM it to you.
tweet
RT @free_ai_guides: Fuck it.
Here are 70+ Google Gemini prompts I use to run my business.
Sales. Marketing. Content. SEO. Expenses. Hiring. Meetings. Travel. All of it.
→ Expense tracking? Gemini reads my receipts from Gmail.
→ Lead generation? Gemini scans my contacts and suggests prospects.
→ Content ideas? Gemini analyzes my top-performing posts.
→ Meeting prep? Gemini reads the agenda from my Calendar.
Comment "Gemini" and I'll DM it to you.
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Implied Forward FCF Yield for $SPGI depending on opening stock price
Right now, $SPGI is down -16% pre-market and trades for $376:
$350: 6.03%
$360: 5.89%
$370: 5.74%
$380: 5.56%
$390: 5.46%
$400: 5.32% https://t.co/L3udpWils6
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Implied Forward FCF Yield for $SPGI depending on opening stock price
Right now, $SPGI is down -16% pre-market and trades for $376:
$350: 6.03%
$360: 5.89%
$370: 5.74%
$380: 5.56%
$390: 5.46%
$400: 5.32% https://t.co/L3udpWils6
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Offshore
Photo
Fiscal.ai
Spotify Q4 Results
Revenue +7%
Gross Profit +10%
Operating Income +47%
Total MAUs +11%
Premium Subs +10%
Ad-Supported Subs +12%
$SPOT: +12% pre-market https://t.co/phE7iXryNK
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Spotify Q4 Results
Revenue +7%
Gross Profit +10%
Operating Income +47%
Total MAUs +11%
Premium Subs +10%
Ad-Supported Subs +12%
$SPOT: +12% pre-market https://t.co/phE7iXryNK
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Michael Fritzell (Asian Century Stocks)
RT @InvestInJapan: Amazing $TSM has such an extensive web of niche suppliers in 🇯🇵 still trading at decent multiples.
Big picture TSMCs mega investment in 🇯🇵is such a welcome injection of energy+capital. Highlighting just how important Made in Japan as a culture is. We live in a special time✨
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RT @InvestInJapan: Amazing $TSM has such an extensive web of niche suppliers in 🇯🇵 still trading at decent multiples.
Big picture TSMCs mega investment in 🇯🇵is such a welcome injection of energy+capital. Highlighting just how important Made in Japan as a culture is. We live in a special time✨
Insane.
$TSM s giga capex of $52bn and there’s plenty of underfollowed Japanese companies in that TSMC eco system that could benefit. tweet
X (formerly Twitter)
Made in Japan 🇯🇵 (@InvestInJapan) on X
Insane.
$TSM s giga capex of $52bn and there’s plenty of underfollowed Japanese companies in that TSMC eco system that could benefit.
$TSM s giga capex of $52bn and there’s plenty of underfollowed Japanese companies in that TSMC eco system that could benefit.
Offshore
Photo
Fiscal.ai
Spotify Operating Margin by year:
2016: (12%)
2017: (9%)
2018: (1%)
2019: (1%)
2020: (4%)
2021: 1%
2022: (6%)
2023: (3%)
2024: 9%
2025: 13%
$SPOT https://t.co/SqjF5ZfBSO
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Spotify Operating Margin by year:
2016: (12%)
2017: (9%)
2018: (1%)
2019: (1%)
2020: (4%)
2021: 1%
2022: (6%)
2023: (3%)
2024: 9%
2025: 13%
$SPOT https://t.co/SqjF5ZfBSO
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