Offshore
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Benjamin Hernandez😎
Advance Auto swings back to profit as store closures streamline operations. Turnaround momentum could reshape sentiment across auto parts retailers.
$AAP $ORLY $AZO https://t.co/aG2DjDsWD3
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Advance Auto swings back to profit as store closures streamline operations. Turnaround momentum could reshape sentiment across auto parts retailers.
$AAP $ORLY $AZO https://t.co/aG2DjDsWD3
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Offshore
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Bourbon Capital
RT @BourbonCap: $SPGI Director just purchased over $1 Million worth of shares
this is the largest insider purchase since 2015 https://t.co/5dxVtelq5O
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RT @BourbonCap: $SPGI Director just purchased over $1 Million worth of shares
this is the largest insider purchase since 2015 https://t.co/5dxVtelq5O
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Offshore
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Javier Blas
OIL MARKET: The core group of OPEC+ countries need to decide on March 1 whether to re-start production increases after the Jan-Mar pause.
Some members in the group see scope for resuming the monthly hikes, although conversations haven't started yet.
https://t.co/8giTwmbc3p
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OIL MARKET: The core group of OPEC+ countries need to decide on March 1 whether to re-start production increases after the Jan-Mar pause.
Some members in the group see scope for resuming the monthly hikes, although conversations haven't started yet.
https://t.co/8giTwmbc3p
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Offshore
Video
Startup Archive
Palmer Luckey on why seniority and credentials shouldn’t matter at your company
“Fundamentally you have to align all of your incentives - from the career cycles to the pay incentives to the equity grant incentives - around rewarding people who are able to prove that they can move quickly and efficiently.”
Palmer points out that Spencer Fishman went from Anduril intern to the engineering lead of the Ghost program in less than two years. And now he’s one of the leads on the submarine work the company is doing.
“If you show that you can kick butt, you are not going to be held back simply because of seniority or because you don't have the right piece of paper. As a college dropout, that would also be hypocritical of me.”
Video source: @anduriltech (2022)
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Palmer Luckey on why seniority and credentials shouldn’t matter at your company
“Fundamentally you have to align all of your incentives - from the career cycles to the pay incentives to the equity grant incentives - around rewarding people who are able to prove that they can move quickly and efficiently.”
Palmer points out that Spencer Fishman went from Anduril intern to the engineering lead of the Ghost program in less than two years. And now he’s one of the leads on the submarine work the company is doing.
“If you show that you can kick butt, you are not going to be held back simply because of seniority or because you don't have the right piece of paper. As a college dropout, that would also be hypocritical of me.”
Video source: @anduriltech (2022)
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The Transcript
RT @TheTranscript_: $RBLX CEO: "You'll note, now that we're age-checking all users who participate in communication on our platform, we've been able to find really a bigger growth opportunity in the 18+ demographic than previously assumed. We estimate our 18 and over cohort is growing at over 50%, and this cohort monetizes 40% higher than younger cohorts"
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RT @TheTranscript_: $RBLX CEO: "You'll note, now that we're age-checking all users who participate in communication on our platform, we've been able to find really a bigger growth opportunity in the 18+ demographic than previously assumed. We estimate our 18 and over cohort is growing at over 50%, and this cohort monetizes 40% higher than younger cohorts"
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Offshore
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Bourbon Capital
Jensen Huang $NVDA: In the next 6-7 years, you’re going to see a whole bunch of Small modular reactors https://t.co/nSVlJeBRdk
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Jensen Huang $NVDA: In the next 6-7 years, you’re going to see a whole bunch of Small modular reactors https://t.co/nSVlJeBRdk
Stocks to Buy and Hold for the Next Decade
1. $AMZN - Amazon
Amazon’s global fulfillment and last-mile logistics network is nearly impossible to replicate. Years of infrastructure investment have created a moat that supports fast delivery, low unit costs, and unmatched scale.
AWS remains the backbone of global cloud infrastructure, now operating at a $142 billion annual revenue run rate. It offers the broadest functionality, security, and ecosystem in the market, powering the majority of enterprise and government cloud transitions. More than 90% of the top 1,000 customers use Graviton, which delivers up to 40% better price-performance.
Generative AI has already become a multi-billion-dollar growth engine for AWS. Bedrock reached multi-billion-dollar ARR with 60% QoQ spend growth, while Trainium2 is ramping faster than any internal chip in AWS history, offering 30–40% better price-performance than GPUs.
Amazon’s 250+ million Prime members globally create recurring revenue, high retention, and powerful cross-selling leverage across retail, media, and services.
The company’s grocery and quick-commerce expansion continue to scale. Grocery now spans 1,000+ U.S. cities, with a target of 2,300 locations, while Amazon Now tripled Prime shopping frequency in India and is showing strong early results in the U.S. and U.K.
Advertising is another major growth driver. Prime Video ads now reach 315 million viewers across 16 countries, up from 200 million previously. AI tools such as Ads Agent and Creative Agent are improving advertiser ROI and accelerating campaign creation.
Thanks to its unmatched ecosystem, Amazon is widely expected to become the first company to surpass $1 trillion in annual revenue by 2028, underscoring its ability to monetize across multiple industries. tweet
Javier Blas
“I have begun confidential talks with the French president on European nuclear deterrence" -- Chancellor Friedrich Merz
If would be surreal if Germany was to get a nuclear bomb -- or put itself under a French nuclear umbrella -- before it re-start its nuclear power stations.
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“I have begun confidential talks with the French president on European nuclear deterrence" -- Chancellor Friedrich Merz
If would be surreal if Germany was to get a nuclear bomb -- or put itself under a French nuclear umbrella -- before it re-start its nuclear power stations.
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Offshore
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Dimitry Nakhla | Babylon Capital®
Triple Frond Partners Q4 25’ 13F (Dataroma)
Top 5 holdings: $MSFT $TDG $ASML $GOOG $AMZN
Top Buys: $TDG $TRU $CCS $LYV
Top Sales: $GOOG $LRCX https://t.co/ijZo9ps9Zi
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Triple Frond Partners Q4 25’ 13F (Dataroma)
Top 5 holdings: $MSFT $TDG $ASML $GOOG $AMZN
Top Buys: $TDG $TRU $CCS $LYV
Top Sales: $GOOG $LRCX https://t.co/ijZo9ps9Zi
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Offshore
Video
DAIR.AI
RT @omarsar0: Excited to present the LLM-Council skill.
Initial idea by Karpathy. I just packaged it as a skill.
You can easily spin up a council of LLMs or agents via @FireworksAI_HQ.
Watch how the new GLM-5 model "deliberates" on other LLMs' thoughts on the big question, "Can LLMs reason?"
Things worth paying attention to:
New open models like GLM-5 have surprisingly improved on complex reasoning and long-running agentic tasks.
The AskUserQuestion tool in Claude Code came in handy to select the council and chairperson.
As @karpathy puts it, it's a really interesting way to get different perspectives from LLMs, which can lead to better decision-making on whatever task you are working on.
You can use it for other agentic coding use cases, like evaluation, tool building, designing, and research.
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RT @omarsar0: Excited to present the LLM-Council skill.
Initial idea by Karpathy. I just packaged it as a skill.
You can easily spin up a council of LLMs or agents via @FireworksAI_HQ.
Watch how the new GLM-5 model "deliberates" on other LLMs' thoughts on the big question, "Can LLMs reason?"
Things worth paying attention to:
New open models like GLM-5 have surprisingly improved on complex reasoning and long-running agentic tasks.
The AskUserQuestion tool in Claude Code came in handy to select the council and chairperson.
As @karpathy puts it, it's a really interesting way to get different perspectives from LLMs, which can lead to better decision-making on whatever task you are working on.
You can use it for other agentic coding use cases, like evaluation, tool building, designing, and research.
tweet