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Quiver Quantitative
In November, we reported on a strange purchase of Facebook stock by Representative Marjorie Taylor Greene.
$META has now risen 25% since that purchase.
Up another 4% today. https://t.co/TFbVNRdKps
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In November, we reported on a strange purchase of Facebook stock by Representative Marjorie Taylor Greene.
$META has now risen 25% since that purchase.
Up another 4% today. https://t.co/TFbVNRdKps
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Offshore
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Quiver Quantitative
Senator Josh Hawley has proposed a bill to:
- Cut off all US-China collaboration on AI
- Ban US companies from investing in Chinese AI
Do you support this?
Poll below. https://t.co/fAbCrv1eKG
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Senator Josh Hawley has proposed a bill to:
- Cut off all US-China collaboration on AI
- Ban US companies from investing in Chinese AI
Do you support this?
Poll below. https://t.co/fAbCrv1eKG
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Offshore
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Quiver Quantitative
Wow.
We posted this report on Nancy Pelosi's purchase of Tempus AI last week.
$TEM has now risen 77% since her trade
Up another 14% today. https://t.co/Bsa9ECS7yS
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Wow.
We posted this report on Nancy Pelosi's purchase of Tempus AI last week.
$TEM has now risen 77% since her trade
Up another 14% today. https://t.co/Bsa9ECS7yS
tweet
Offshore
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Stock Analysis Compilation
Alphyn Capital Management on Amazon Inc $AMZN US
Thesis: Amazon Inc is leveraging its robust balance sheet and commitment to customer satisfaction to drive sustainable cash flow growth through improved logistics, profitable international operations, and expanding high-margin revenue streams, particularly in advertising and AI.
(Extract from their Q4 letter)
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Alphyn Capital Management on Amazon Inc $AMZN US
Thesis: Amazon Inc is leveraging its robust balance sheet and commitment to customer satisfaction to drive sustainable cash flow growth through improved logistics, profitable international operations, and expanding high-margin revenue streams, particularly in advertising and AI.
(Extract from their Q4 letter)
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: ASML Holding $ASML Q4 Earnings Report🎯
Rev: €9.26B vs €9.02B est ✅ | +28% YoY
EPS: €6.85 vs €6.73 est ✅ | +31% YoY
___
Net bookings: €7.09B vs €3.53B est ✅
___
Guidance 📈
Rev Q1 2025: €7.5B-€8.0B vs €7.25B est ✅
Rev FY 2025: €30B-€35B vs $32.02B est ✅ https://t.co/BpEGp9OFEX
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RT @DimitryNakhla: ASML Holding $ASML Q4 Earnings Report🎯
Rev: €9.26B vs €9.02B est ✅ | +28% YoY
EPS: €6.85 vs €6.73 est ✅ | +31% YoY
___
Net bookings: €7.09B vs €3.53B est ✅
___
Guidance 📈
Rev Q1 2025: €7.5B-€8.0B vs €7.25B est ✅
Rev FY 2025: €30B-€35B vs $32.02B est ✅ https://t.co/BpEGp9OFEX
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Offshore
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Startup Archive
Mark Zuckerberg explains why startups often beat big companies
“Large companies are slow and lack conviction.”
Mark wonders why a large company like Google didn’t beat Facebook in social networking:
“It wasn’t a super novel idea - there was Friendster and Myspace before… It’s not that they had a lack of talent - I mean we were a ragtag group of children and they had all these serious engineers and serious infrastructure.”
Mark thinks it’s because ”people doubt new ideas before they come to fruition.”
At first social networking was a fad service for college kids. When it decidedly wasn’t a fad, people were skill skeptical that was going to make money. Once it was making money, people thought the switch to mobile was going to be pretty hard. Then, once Facebook had figured all of these things out, it was too late for anyone - the incumbents had lost their advantage.
Mark speculates that there was probably a team deep inside these incumbents that believed in the idea of social networking, but a VP-level person ended up “pouring sand in the gears” because it wasn’t the highest priority.
“Even for things that look like they belong to large companies because they have a big distribution advantage, I would guess that big companies are going to fumble two thirds of those. And then there are all these things where there is not an apparent big advantage because it plugs into an existing distribution channel and those are just kind of free.”
Video source: @southpkcommons (2024)
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Mark Zuckerberg explains why startups often beat big companies
“Large companies are slow and lack conviction.”
Mark wonders why a large company like Google didn’t beat Facebook in social networking:
“It wasn’t a super novel idea - there was Friendster and Myspace before… It’s not that they had a lack of talent - I mean we were a ragtag group of children and they had all these serious engineers and serious infrastructure.”
Mark thinks it’s because ”people doubt new ideas before they come to fruition.”
At first social networking was a fad service for college kids. When it decidedly wasn’t a fad, people were skill skeptical that was going to make money. Once it was making money, people thought the switch to mobile was going to be pretty hard. Then, once Facebook had figured all of these things out, it was too late for anyone - the incumbents had lost their advantage.
Mark speculates that there was probably a team deep inside these incumbents that believed in the idea of social networking, but a VP-level person ended up “pouring sand in the gears” because it wasn’t the highest priority.
“Even for things that look like they belong to large companies because they have a big distribution advantage, I would guess that big companies are going to fumble two thirds of those. And then there are all these things where there is not an apparent big advantage because it plugs into an existing distribution channel and those are just kind of free.”
Video source: @southpkcommons (2024)
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Quiver Quantitative
RT @QuiverCongress: JUST IN: Senator Katie Britt has proposed a bill to appropriate $25B for the construction of a border wall.
Do you support this?
Poll below. https://t.co/9PfTpT2Nfj
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RT @QuiverCongress: JUST IN: Senator Katie Britt has proposed a bill to appropriate $25B for the construction of a border wall.
Do you support this?
Poll below. https://t.co/9PfTpT2Nfj
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