Offshore
Video
The Transcript
$SHOP:
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$SHOP:
Shopify’s Q4 2025 earnings are out.
The headlines:
→ We now power more than 14% of the US ecommerce market
→ GMV is up 29% to $378B
→ Revenue is up 30% to $11.5B
→ Free cash flow exceeded $2B
→ Q4 was our first quarter above $3B in revenue
But 2025 wasn’t just about growth, it was about building for what’s next.
AI is changing how people shop. Merchants are racing to meet it. And we plan to keep powering them.
Watch the video for more. tweet
Offshore
Video
The Transcript
RT @tobi: it's going ok
tweet
RT @tobi: it's going ok
Shopify’s Q4 2025 earnings are out.
The headlines:
→ We now power more than 14% of the US ecommerce market
→ GMV is up 29% to $378B
→ Revenue is up 30% to $11.5B
→ Free cash flow exceeded $2B
→ Q4 was our first quarter above $3B in revenue
But 2025 wasn’t just about growth, it was about building for what’s next.
AI is changing how people shop. Merchants are racing to meet it. And we plan to keep powering them.
Watch the video for more. tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Even off a very tough comp, where ratings revenue grew ~27% in Q4 2024, $SPGI still delivered ~12% growth in the latest Q4 2025 report. https://t.co/xXlrvpqTyJ
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RT @DimitryNakhla: Even off a very tough comp, where ratings revenue grew ~27% in Q4 2024, $SPGI still delivered ~12% growth in the latest Q4 2025 report. https://t.co/xXlrvpqTyJ
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Clark Square Capital
RT @deusexdividend: These guys never #REF! out a model, don't need coffee runs or late night dinner orders, never push back on their VPs. It's never been more over https://t.co/uHgIq0tCHm
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RT @deusexdividend: These guys never #REF! out a model, don't need coffee runs or late night dinner orders, never push back on their VPs. It's never been more over https://t.co/uHgIq0tCHm
tweet
Offshore
Video
Startup Archive
Jessica Livingston on investing in Stripe when the Collison Brothers were teenagers
Jessica reflects on a 19-year old Patrick Collison telling her and the other co-founders of Y Combinator that he wanted to take on the financial industry with his younger brother John.
“We were like, ‘Do you realize how hard this is? And you don’t have connections.’ But they were intrepid. They were like, ‘Well, we don’t have connections, but we’ll find connections.’”
She recalls their determination and focus:
“You think the head of a bank is going to take a 19-year old startup founder seriously? It seems pretty implausible, right? But they were good enough that they were able to convince these banks to work with them.”
Determination, Jessica argues, is “by far the most important quality. More than intelligence. More than previous success in school.” When she co-founded Y Combinator, the hypothesis was that they’d just fund all the best hackers from MIT and Harvard and they’d turn out to be great startup founders. But that turned out to not be true.
“Determination is the most important thing. Understanding your users and building a product with a great user experience is second most important.”
Jessica also believes being flexible minded is very important:
“You have this idea, you test it out, and it doesn’t always work the first time. You have to be able to say, ‘Okay, I thought I was going to do this, but let’s try this, even though I have a lot of energy vested in this, let’s try this direction. You really have to be open minded.”
And then you have to be convincing and a good leader:
“You are going to be convincing employees to join you. You’re going to be convincing investors to invest in you. When you get to the point where you’re doing deals with bigger companies, you have to convince them. Your whole world is convincing people, and so you have to be able to communicate your idea and convince people why they should care about you more than any of the other hundreds of startups out there.”
Video source: @ycombinator (2016)
tweet
Jessica Livingston on investing in Stripe when the Collison Brothers were teenagers
Jessica reflects on a 19-year old Patrick Collison telling her and the other co-founders of Y Combinator that he wanted to take on the financial industry with his younger brother John.
“We were like, ‘Do you realize how hard this is? And you don’t have connections.’ But they were intrepid. They were like, ‘Well, we don’t have connections, but we’ll find connections.’”
She recalls their determination and focus:
“You think the head of a bank is going to take a 19-year old startup founder seriously? It seems pretty implausible, right? But they were good enough that they were able to convince these banks to work with them.”
Determination, Jessica argues, is “by far the most important quality. More than intelligence. More than previous success in school.” When she co-founded Y Combinator, the hypothesis was that they’d just fund all the best hackers from MIT and Harvard and they’d turn out to be great startup founders. But that turned out to not be true.
“Determination is the most important thing. Understanding your users and building a product with a great user experience is second most important.”
Jessica also believes being flexible minded is very important:
“You have this idea, you test it out, and it doesn’t always work the first time. You have to be able to say, ‘Okay, I thought I was going to do this, but let’s try this, even though I have a lot of energy vested in this, let’s try this direction. You really have to be open minded.”
And then you have to be convincing and a good leader:
“You are going to be convincing employees to join you. You’re going to be convincing investors to invest in you. When you get to the point where you’re doing deals with bigger companies, you have to convince them. Your whole world is convincing people, and so you have to be able to communicate your idea and convince people why they should care about you more than any of the other hundreds of startups out there.”
Video source: @ycombinator (2016)
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Wasteland Capital
This is some candle. $SHOP
$30 intraday swing on a $110 stock / a $150bn market cap. Not exactly a micro cap. https://t.co/nwWQbmUoPr
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This is some candle. $SHOP
$30 intraday swing on a $110 stock / a $150bn market cap. Not exactly a micro cap. https://t.co/nwWQbmUoPr
tweet
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Video
Quiver Quantitative
Lieu: Were there any underage girls at any party that Trump attended with Jeffrey Epstein?
Bondi: There is no evidence that Donald Trump committed a crime https://t.co/xHt2MVb03A
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Lieu: Were there any underage girls at any party that Trump attended with Jeffrey Epstein?
Bondi: There is no evidence that Donald Trump committed a crime https://t.co/xHt2MVb03A
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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:
tweet
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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Benjamin Hernandez😎
Today’s $HTLM trade moved +58% shortly after the call. No hype, just execution. If catching moves early matters to you, the next alerts are lining up for the private team now.
Join the alert flow:✅https://t.co/71FIJId47G
Message ALERTS to stay ahead.
$RR $SOC $BMNR $BYND $PULM
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Today’s $HTLM trade moved +58% shortly after the call. No hype, just execution. If catching moves early matters to you, the next alerts are lining up for the private team now.
Join the alert flow:✅https://t.co/71FIJId47G
Message ALERTS to stay ahead.
$RR $SOC $BMNR $BYND $PULM
The "Smart Furniture" Alpha
Recommendation: $HTLM near $3.59
Audio-integrated sofas? Yes, and it's highly profitable. $HTLM is up +70.35% as their Zeica Labs partnership goes viral.
One-line why: They are creating a lifestyle ecosystem, not just selling chairs. https://t.co/gRUsRMprYx tweet
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The Few Bets That Matter
$MRNA blew up 60% to its local top after this post.
$PFE is in the exact same configuration.
The bull case is nothing but safe healthcare giants dragged to ungodly valuation post covid hype. https://t.co/ZA7V3z9S0X
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$MRNA blew up 60% to its local top after this post.
$PFE is in the exact same configuration.
The bull case is nothing but safe healthcare giants dragged to ungodly valuation post covid hype. https://t.co/ZA7V3z9S0X
$MRNA is ready to blow up. And no one is talking about it.
The only one I saw mentionning the name was @nataninvesting since months, bit early to my taste but by now... It's close to perfection.
Liquidity continues to rotate. It really seems to be time to start looking away from tech... Big time. tweet