Offshore
Photo
Gainify
RT @BourbonCap: Howard Marks is one of the best investors, and everyone should know about him.
He predicted:
- Dot-Com bubble in 2000
- Global Financial crisis in 2008
- The COVID crash in 2020
- He’s said stocks are in early days of a bubble 7 days ago
Let me tell you about it🧵 https://t.co/6JtstWn4ut
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RT @BourbonCap: Howard Marks is one of the best investors, and everyone should know about him.
He predicted:
- Dot-Com bubble in 2000
- Global Financial crisis in 2008
- The COVID crash in 2020
- He’s said stocks are in early days of a bubble 7 days ago
Let me tell you about it🧵 https://t.co/6JtstWn4ut
tweet
Offshore
Video
The Startup Ideas Podcast (SIP) 🧃
Google exec blew my mind showing me what’s possible with nano banana (Google's NEW image model)
3-Levels of Mastering AI
Level 1: Chat with models
Level 2: Use pre-built apps
Level 3: Build custom software
99% of people haven’t even used these tools. (Or at level 1)
If you're reading this, you're early.
Ride the wave
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Google exec blew my mind showing me what’s possible with nano banana (Google's NEW image model)
3-Levels of Mastering AI
Level 1: Chat with models
Level 2: Use pre-built apps
Level 3: Build custom software
99% of people haven’t even used these tools. (Or at level 1)
If you're reading this, you're early.
Ride the wave
tweet
Offshore
Video
Iqra Saifi
Veo-3 fast on Gemini 💼
"A hyper-realistic shot of a vintage yellow suitcase sitting alone in a sterile, infinite white room. The suitcase suddenly springs open, revealing a vibrant, miniature, living world contained within.",
"mood": "Surreal, wondrous, magical, mysterious, charming.",
"style": "Cinematic, photorealistic CGI, magical realism aesthetic, 8K resolution."
},
"camera": {
"type": "Dynamic Dolly Shot",
"lens": "50mm Prime",
"aperture": "f/4.0",
"position": "Starts as a tight, low-angle medium shot on the closed suitcase. As the latches click, it begins to pull back and crane upwards in a smooth, dramatic arc.",
"focus": {
"point_of_interest": "The suitcase latches, then shifts to the center of the miniature world as it is revealed.",
"effect": "Shallow depth of field that deepens as the camera pulls back, keeping the suitcase and its contents in sharp focus against the soft, white background."
},
"movement": "A continuous, smooth pull-back and crane-up over the 8 seconds to create a powerful sense of reveal and wonder."
},
"environment": {
"location": "An infinite, seamless, pure white cyclorama studio. There are no corners, walls, or ceiling visible, just endless white.",
"atmosphere": "The air is perfectly still and clean."
},
"lighting": {
"primary_source": {
"type": "Soft, Shadowless Studio Lighting",
"position": "Overhead and all around, completely diffused.",
"color_temperature": "6000K (Neutral White)",
"intensity": "Bright and even, creating no discernible shadows on the outside of the suitcase."
},
"secondary_source": {
"type": "Miniature Golden Hour",
"position": "Emanating from within the suitcase's revealed world.",
"color_temperature": "4000K (Warm, golden light)",
"intensity": "Casts a warm, magical glow upwards from the suitcase interior once it opens."
}
},
"props": [
{
"name": "The Suitcase",
"materials": {
"body": "Bright, glossy yellow plastic with a subtle texture. Shows very minor, realistic scuffs from travel.",
"hardware": "Polished chrome latches and handle fixtures."
},
"animation": "The suitcase is perfectly still until the 2.5-second mark. The two front latches then flick open with a sharp, mechanical motion. At 3.0 seconds, the lid springs open quickly but smoothly, coming to rest fully open at 4.0 seconds."
},
{
"name": "The Miniature World",
"description": "A hyper-detailed, living diorama of a Southeast Asian city and landscape, perfectly contained within the suitcase.",
"elements": {
"architecture": "Features miniature, hyper-realistic models of the Petronas Towers and a golden Thai temple.",
"landscape": "Lush, green mountains, palm trees, and a turquoise river with tiny, moving boats.",
"flora": "Miniature, vibrant pink cherry blossom trees and realistic moss.",
"animation": "Two miniature hot air balloons are animated to rise slowly and gently sway. Tiny birds are animated to fly across the sky. The river has a realistic, flowing water simulation."
}
}
],
"audio_design": {
"style": "Minimalist, magical, and high-fidelity.",
"timeline": [
{
"time": "0.0s - 2.5s",
"sound": "Perfect silence."
},
{
"time": "2.5s - 3.0s",
"sound": "Two sharp, distinct, and slightly reverberant 'CLICK-CLACK' sounds as the latches spring open."
},
{
"time": "3.0s - 4.0s",
"sound": "A soft 'WHOOSH' followed by a gentle 'thump' as the lid opens and settles."
},
{
"time": "4.0s - 8.0s",
"sound": "A faint, magical, and immersive soundscape begins to fade in, consisting of distant city hum, gentle river sounds, and a soft, wondrous musical score."
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Veo-3 fast on Gemini 💼
"A hyper-realistic shot of a vintage yellow suitcase sitting alone in a sterile, infinite white room. The suitcase suddenly springs open, revealing a vibrant, miniature, living world contained within.",
"mood": "Surreal, wondrous, magical, mysterious, charming.",
"style": "Cinematic, photorealistic CGI, magical realism aesthetic, 8K resolution."
},
"camera": {
"type": "Dynamic Dolly Shot",
"lens": "50mm Prime",
"aperture": "f/4.0",
"position": "Starts as a tight, low-angle medium shot on the closed suitcase. As the latches click, it begins to pull back and crane upwards in a smooth, dramatic arc.",
"focus": {
"point_of_interest": "The suitcase latches, then shifts to the center of the miniature world as it is revealed.",
"effect": "Shallow depth of field that deepens as the camera pulls back, keeping the suitcase and its contents in sharp focus against the soft, white background."
},
"movement": "A continuous, smooth pull-back and crane-up over the 8 seconds to create a powerful sense of reveal and wonder."
},
"environment": {
"location": "An infinite, seamless, pure white cyclorama studio. There are no corners, walls, or ceiling visible, just endless white.",
"atmosphere": "The air is perfectly still and clean."
},
"lighting": {
"primary_source": {
"type": "Soft, Shadowless Studio Lighting",
"position": "Overhead and all around, completely diffused.",
"color_temperature": "6000K (Neutral White)",
"intensity": "Bright and even, creating no discernible shadows on the outside of the suitcase."
},
"secondary_source": {
"type": "Miniature Golden Hour",
"position": "Emanating from within the suitcase's revealed world.",
"color_temperature": "4000K (Warm, golden light)",
"intensity": "Casts a warm, magical glow upwards from the suitcase interior once it opens."
}
},
"props": [
{
"name": "The Suitcase",
"materials": {
"body": "Bright, glossy yellow plastic with a subtle texture. Shows very minor, realistic scuffs from travel.",
"hardware": "Polished chrome latches and handle fixtures."
},
"animation": "The suitcase is perfectly still until the 2.5-second mark. The two front latches then flick open with a sharp, mechanical motion. At 3.0 seconds, the lid springs open quickly but smoothly, coming to rest fully open at 4.0 seconds."
},
{
"name": "The Miniature World",
"description": "A hyper-detailed, living diorama of a Southeast Asian city and landscape, perfectly contained within the suitcase.",
"elements": {
"architecture": "Features miniature, hyper-realistic models of the Petronas Towers and a golden Thai temple.",
"landscape": "Lush, green mountains, palm trees, and a turquoise river with tiny, moving boats.",
"flora": "Miniature, vibrant pink cherry blossom trees and realistic moss.",
"animation": "Two miniature hot air balloons are animated to rise slowly and gently sway. Tiny birds are animated to fly across the sky. The river has a realistic, flowing water simulation."
}
}
],
"audio_design": {
"style": "Minimalist, magical, and high-fidelity.",
"timeline": [
{
"time": "0.0s - 2.5s",
"sound": "Perfect silence."
},
{
"time": "2.5s - 3.0s",
"sound": "Two sharp, distinct, and slightly reverberant 'CLICK-CLACK' sounds as the latches spring open."
},
{
"time": "3.0s - 4.0s",
"sound": "A soft 'WHOOSH' followed by a gentle 'thump' as the lid opens and settles."
},
{
"time": "4.0s - 8.0s",
"sound": "A faint, magical, and immersive soundscape begins to fade in, consisting of distant city hum, gentle river sounds, and a soft, wondrous musical score."
tweet
Evan
JPMorgan today raised its price target on Nvidia $NVDA to $215 up from $170 while maintaining its Overweight rating
Morgan Stanley today raised its price target on Nvidia $NVDA to $210 up from $206 while maintaining its Overweight rating
Bank of America today raised its price target on Nvidia $NVDA to $235 up from $220 while maintaining its Buy rating
Citi today raised its price target on Nvidia $NVDA to $215 up from $170 while maintaining its Buy rating
Truist today raised its price target on Nvidia $NVDA to $228 up from $210 while maintaining its Buy rating
Keybanc today raised its price target on Nvidia $NVDA to $230 up from $215 while maintaining its Overweight rating
Bernstein today raised its price target on Nvidia $NVDA to $225 up from $185 while maintaining its Outperform rating
Rosenblatt today raised its price target on Nvidia $NVDA to $215 up from $200 while maintaining its Buy rating
Benchmark today raised its price target on Nvidia $NVDA to $220 up from $190 while maintaining its Buy rating
Oppenheimer today raised its price target on Nvidia $NVDA to $225 up from $200 while maintaining its Outperform rating
DA Davidson today raised its price target on Nvidia $NVDA to $195 up from $135 while maintaining its Neutral rating
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JPMorgan today raised its price target on Nvidia $NVDA to $215 up from $170 while maintaining its Overweight rating
Morgan Stanley today raised its price target on Nvidia $NVDA to $210 up from $206 while maintaining its Overweight rating
Bank of America today raised its price target on Nvidia $NVDA to $235 up from $220 while maintaining its Buy rating
Citi today raised its price target on Nvidia $NVDA to $215 up from $170 while maintaining its Buy rating
Truist today raised its price target on Nvidia $NVDA to $228 up from $210 while maintaining its Buy rating
Keybanc today raised its price target on Nvidia $NVDA to $230 up from $215 while maintaining its Overweight rating
Bernstein today raised its price target on Nvidia $NVDA to $225 up from $185 while maintaining its Outperform rating
Rosenblatt today raised its price target on Nvidia $NVDA to $215 up from $200 while maintaining its Buy rating
Benchmark today raised its price target on Nvidia $NVDA to $220 up from $190 while maintaining its Buy rating
Oppenheimer today raised its price target on Nvidia $NVDA to $225 up from $200 while maintaining its Outperform rating
DA Davidson today raised its price target on Nvidia $NVDA to $195 up from $135 while maintaining its Neutral rating
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Offshore
Photo
App Economy Insights
RT @EconomyApp: $CRWD CrowdStrike Q2 FY26:
📊 ARR +20% Y/Y to $4.66B.
📈 Net new ARR $221M (+5% Q/Q).
• Revenue +21% to $1.17B ($20M beat).
• Non-GAAP EPS $0.93 ($0.10 beat).
• FY26 revenue guide ~$4.78B (unchanged).
• FY26 adjusted EPS ~$3.66 ($0.16 raise). https://t.co/7tl5fjzqGt
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RT @EconomyApp: $CRWD CrowdStrike Q2 FY26:
📊 ARR +20% Y/Y to $4.66B.
📈 Net new ARR $221M (+5% Q/Q).
• Revenue +21% to $1.17B ($20M beat).
• Non-GAAP EPS $0.93 ($0.10 beat).
• FY26 revenue guide ~$4.78B (unchanged).
• FY26 adjusted EPS ~$3.66 ($0.16 raise). https://t.co/7tl5fjzqGt
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