Offshore
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Fiscal.ai
Land and Expand.
55% of Datadog's customers now use 4 or more products.
$DDOG https://t.co/aENOHe6sa3
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Land and Expand.
55% of Datadog's customers now use 4 or more products.
$DDOG https://t.co/aENOHe6sa3
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Offshore
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Illiquid
FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount. https://t.co/pm5u4n119d
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FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount. https://t.co/pm5u4n119d
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Offshore
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Hidden Value Gems
That’s quite a statement 😉
From ‘Our Dollar, Your Problem’ by Kenneth Rogoff https://t.co/FuNClEZIGv
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That’s quite a statement 😉
From ‘Our Dollar, Your Problem’ by Kenneth Rogoff https://t.co/FuNClEZIGv
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Offshore
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Benjamin Hernandez😎
📉 Deep Value Recovery: $JZXN
Recommendation: $JZXN
near $2.18 Even after a 63% rally, $JZXN remains fundamentally undervalued relative to its $1B token acquisition plans.
One-line why: This is a technical "mean reversion" play to the 200-day EMA near $1.65. https://t.co/J3Mm5EADUe
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📉 Deep Value Recovery: $JZXN
Recommendation: $JZXN
near $2.18 Even after a 63% rally, $JZXN remains fundamentally undervalued relative to its $1B token acquisition plans.
One-line why: This is a technical "mean reversion" play to the 200-day EMA near $1.65. https://t.co/J3Mm5EADUe
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Offshore
Video
Brady Long
Our QA team wrote 47 test cases yesterday. None of us can code...
Been using @testmuai's KaneAI for 2 weeks and it's actually wild how this works.
You literally just describe the test in plain english: "user logs in, adds 3 items to cart, applies promo code, checks out"
It converts that into executable code.
Selenium, playwright, cypress (whatever framework you use).
The part that saved us 6+ hours this week was auto-healing.
UI changes that normally break 20+ tests? It fixes them automatically based on original intent.
Also handles TOTP codes natively which is weirdly huge if you've ever dealt with auth in automation.
Not saying it replaces our test strategy.
But writing/maintaining tests went from "only senior QA can do this" to "anyone on the team can contribute"
7-day trial to play around with it: https://t.co/z3MiIxhqiS
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Our QA team wrote 47 test cases yesterday. None of us can code...
Been using @testmuai's KaneAI for 2 weeks and it's actually wild how this works.
You literally just describe the test in plain english: "user logs in, adds 3 items to cart, applies promo code, checks out"
It converts that into executable code.
Selenium, playwright, cypress (whatever framework you use).
The part that saved us 6+ hours this week was auto-healing.
UI changes that normally break 20+ tests? It fixes them automatically based on original intent.
Also handles TOTP codes natively which is weirdly huge if you've ever dealt with auth in automation.
Not saying it replaces our test strategy.
But writing/maintaining tests went from "only senior QA can do this" to "anyone on the team can contribute"
7-day trial to play around with it: https://t.co/z3MiIxhqiS
tweet
Offshore
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App Economy Insights
$SPOT Spotify Q4 FY25:
• MAU +11% to 751M (6M beat).
• Premium Subs +10% to 290M (1M beat).
• Revenue +7% Y/Y to €4.5B (€10M beat).
• Operating margin 15% (+4pp Y/Y).
Q1 FY26 Guidance:
• MAU +12% Y/Y to 759M (7M beat).
• Premium Subs +9% Y/Y to 293M (in line). https://t.co/op5r8LbZqW
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$SPOT Spotify Q4 FY25:
• MAU +11% to 751M (6M beat).
• Premium Subs +10% to 290M (1M beat).
• Revenue +7% Y/Y to €4.5B (€10M beat).
• Operating margin 15% (+4pp Y/Y).
Q1 FY26 Guidance:
• MAU +12% Y/Y to 759M (7M beat).
• Premium Subs +9% Y/Y to 293M (in line). https://t.co/op5r8LbZqW
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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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The Few Bets That Matter
$ALAB is my second-largest position & reports earnings tonight.
I’m structurally bullish for two main reasons:
🔹The CapEx cycle is not over - confirmed by $GOOG $AMZN & other hyperscalers.
🔹Compute optimization is priority #1.
With energy & space being the limiting factors and real-world constraints making both hard to expand quickly, the only short-term path forward for companies overwhelmed by compute demand is optimization.
That means more compute per unit of energy & space. And that requires more efficient hardware.
Maximizing this metric is priority #1. That runs through $ALAB & a few others.
Looking for confirmation of this thesis tonight.
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$ALAB is my second-largest position & reports earnings tonight.
I’m structurally bullish for two main reasons:
🔹The CapEx cycle is not over - confirmed by $GOOG $AMZN & other hyperscalers.
🔹Compute optimization is priority #1.
With energy & space being the limiting factors and real-world constraints making both hard to expand quickly, the only short-term path forward for companies overwhelmed by compute demand is optimization.
That means more compute per unit of energy & space. And that requires more efficient hardware.
Maximizing this metric is priority #1. That runs through $ALAB & a few others.
Looking for confirmation of this thesis tonight.
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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The Transcript
In this week’s newsletter:
💰 $AMZN: We expect to invest about $200 billion in capital expenditures across Amazon, but predominantly in AWS because we have very high demand, customers really want AWS for core and AI workloads, and we’re monetizing capacity as fast as we can install it
🤑 $DIS: 3 years ago, that business, I think it lost about $1.5 billion in the last quarter before I came back, and I think almost $4 billion last year. And you see the results this quarter and what we’ve managed to do in the last year where it’s making more than $1 billion, and we’re on a path to turning into a far better business. That reorganization worked
📊 $SPGI: We’re not in a recession, the growth numbers, as you can see in front of you, are actually trending higher. The Q2 and Q3 numbers, GDP growth...was 3.8% and 4.3%
🤝 $RDDT: On the AI deals, really our partnerships with Google and OpenAI. I think we can see the growing importance of Reddit. Reddit Profound is the #1 cited source in AI answers. Our relationships with both companies are very healthy. The conversation is shifting from a purely business deal to more of a product partnership
📈 $SNA: Tech wages are up again, extending a fairly positive trend. Hours worked in the bays are also on the rise. We believe technicians are financially stronger than ever, and their prospects just keep getting better
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In this week’s newsletter:
💰 $AMZN: We expect to invest about $200 billion in capital expenditures across Amazon, but predominantly in AWS because we have very high demand, customers really want AWS for core and AI workloads, and we’re monetizing capacity as fast as we can install it
🤑 $DIS: 3 years ago, that business, I think it lost about $1.5 billion in the last quarter before I came back, and I think almost $4 billion last year. And you see the results this quarter and what we’ve managed to do in the last year where it’s making more than $1 billion, and we’re on a path to turning into a far better business. That reorganization worked
📊 $SPGI: We’re not in a recession, the growth numbers, as you can see in front of you, are actually trending higher. The Q2 and Q3 numbers, GDP growth...was 3.8% and 4.3%
🤝 $RDDT: On the AI deals, really our partnerships with Google and OpenAI. I think we can see the growing importance of Reddit. Reddit Profound is the #1 cited source in AI answers. Our relationships with both companies are very healthy. The conversation is shifting from a purely business deal to more of a product partnership
📈 $SNA: Tech wages are up again, extending a fairly positive trend. Hours worked in the bays are also on the rise. We believe technicians are financially stronger than ever, and their prospects just keep getting better
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