Offshore
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Evan
The Magnificent 7 brought in $551.4 Billion of combined revenue during Q2 2025 up from $253.5B in Q2 2020
Magnificent 7 Revenue in Q2 2025 vs Q2 2020:
Nvidia $NVDA - $46.7B 2025 vs $3.9B in 2020
Microsoft $MSFT - $76.4B 2025 vs $38B in 2020
Apple $AAPL - $94B 2025 vs $59.7B in 2020
Google $GOOGL - $96.4B 2025 vs $38.3B in 2020
Amazon $AMZN - $167.7B 2025 vs $88.9B in 2020
$META - $47.5B 2025 vs $18.7B in 2020
Nvidia $NVDA - $22.5B 2025 vs $6B in 2020
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The Magnificent 7 brought in $551.4 Billion of combined revenue during Q2 2025 up from $253.5B in Q2 2020
Magnificent 7 Revenue in Q2 2025 vs Q2 2020:
Nvidia $NVDA - $46.7B 2025 vs $3.9B in 2020
Microsoft $MSFT - $76.4B 2025 vs $38B in 2020
Apple $AAPL - $94B 2025 vs $59.7B in 2020
Google $GOOGL - $96.4B 2025 vs $38.3B in 2020
Amazon $AMZN - $167.7B 2025 vs $88.9B in 2020
$META - $47.5B 2025 vs $18.7B in 2020
Nvidia $NVDA - $22.5B 2025 vs $6B in 2020
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Offshore
Video
Julian Goldie SEO
New Chinese AI DESTROYS Google Veo 3? (FREE!)
Want the full guide? DM me. https://t.co/yYdLLYX9tt
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New Chinese AI DESTROYS Google Veo 3? (FREE!)
Want the full guide? DM me. https://t.co/yYdLLYX9tt
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Offshore
Photo
soken
RT @saylordocs: FUN FACT: 15 years ago today, you could buy 15 #Bitcoin for 1 cent 🤯 https://t.co/5v97yCjQRt
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RT @saylordocs: FUN FACT: 15 years ago today, you could buy 15 #Bitcoin for 1 cent 🤯 https://t.co/5v97yCjQRt
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Yellowbrick Investing
One big disconnect I regularly see is a mismatch of strategy and portfolio.
If you are a value investor with a portfolio of 10 value stocks with no imminent catalyst, don't be surprised when your entire portfolio is a value trap.
If you decide to invest in one or two random special situations here or there, don't be surprised when none of them work.
If you want net-net exposure and decide to add 5 Japanese net-nets at 2% each, don't be surprised when that 10% of your portfolio underperforms massively.
Some strategies require wide exposure across a ton of stocks, geographies, and industries. Some require very concentrated exposure. And most idiosyncratic "stock-picking" portfolios require something in between.
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One big disconnect I regularly see is a mismatch of strategy and portfolio.
If you are a value investor with a portfolio of 10 value stocks with no imminent catalyst, don't be surprised when your entire portfolio is a value trap.
If you decide to invest in one or two random special situations here or there, don't be surprised when none of them work.
If you want net-net exposure and decide to add 5 Japanese net-nets at 2% each, don't be surprised when that 10% of your portfolio underperforms massively.
Some strategies require wide exposure across a ton of stocks, geographies, and industries. Some require very concentrated exposure. And most idiosyncratic "stock-picking" portfolios require something in between.
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Offshore
Video
Iqra Saifi
Veo-3 fast on Gemini 🌳
"A hyper-realistic, wide shot from within the heart of an ancient, crumbling temple complex being reclaimed by a lush jungle. A clear stream flows through the center of the ruins, cascading over weathered stones.",
"camera": "Slow, Low-Angle Push-In",
"lens": "35mm Anamorphic Lens",
"aperture": "f/8",
"position": "Starts very low to the ground, just above the surface of the stream in the foreground, looking up the stone path towards the main temple structure.",
},
"movement": "An extremely slow, smooth push-in that glides forward over the 8 seconds, following the path of the stream as it moves deeper into the temple ruins. The movement is subtle and contemplative."
},
"environment": {
"location": "The overgrown ruins of a Khmer-style temple deep within a dense Cambodian jungle. ",
"architecture": "Weathered, grey stone blocks form crumbling walls and corridors. The stone is covered in intricate, ancient carvings, now softened by moss and age. Massive, serpentine Banyan tree roots wrap around and through the stonework.",
"water": "A crystal-clear stream with a physically-based fluid simulation flows through the center of the shot, creating small, gentle rapids and white water as it tumbles over mossy rocks in the foreground.",
"flora": "Lush, vibrant green jungle foliage, including large ferns, hanging vines, and small, colorful wildflowers (red and blue), grow in every crack and crevice. Thick moss covers most of the stone surfaces.",
"atmosphere": "The air is thick with humidity, rendered as a soft, volumetric haze. A high-resolution particle simulation of dust motes, pollen, and fine water spray from the stream drift lazily through the light beams."
},
"lighting": {
"primary_source": "Dappled Sunlight through Canopy",
"position": "High above, filtering through the dense jungle canopy.",
},
"fill_light": {
"type": "Bounce light from foliage and stone",
"color": "A cool, ambient green from the surrounding jungle.",
"intensity": "Soft, filling in the deep shadows and preventing them from being completely black, revealing detail in the darker areas of the ruins."
}
},
"animation": {
"water_flow": "The stream's water is the primary animation, with realistic fluid dynamics, foam, and ripples as it interacts with the rocks.",
"environmental_effects": "The leaves of the ferns and the hanging vines have a very subtle, almost imperceptible sway, animated by a gentle physics-based wind.",
"particle_effects": "The dust motes and pollen swirl slowly and realistically within the shafts of light.",
"wildlife": "At the 6-second mark, a brilliantly colored blue butterfly flutters across the frame from left to right, passing through a beam of light."
},
"sound": "The gentle, continuous, and soothing sound of the stream flowing over rocks, with soft splashing and bubbling noises."
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Veo-3 fast on Gemini 🌳
"A hyper-realistic, wide shot from within the heart of an ancient, crumbling temple complex being reclaimed by a lush jungle. A clear stream flows through the center of the ruins, cascading over weathered stones.",
"camera": "Slow, Low-Angle Push-In",
"lens": "35mm Anamorphic Lens",
"aperture": "f/8",
"position": "Starts very low to the ground, just above the surface of the stream in the foreground, looking up the stone path towards the main temple structure.",
},
"movement": "An extremely slow, smooth push-in that glides forward over the 8 seconds, following the path of the stream as it moves deeper into the temple ruins. The movement is subtle and contemplative."
},
"environment": {
"location": "The overgrown ruins of a Khmer-style temple deep within a dense Cambodian jungle. ",
"architecture": "Weathered, grey stone blocks form crumbling walls and corridors. The stone is covered in intricate, ancient carvings, now softened by moss and age. Massive, serpentine Banyan tree roots wrap around and through the stonework.",
"water": "A crystal-clear stream with a physically-based fluid simulation flows through the center of the shot, creating small, gentle rapids and white water as it tumbles over mossy rocks in the foreground.",
"flora": "Lush, vibrant green jungle foliage, including large ferns, hanging vines, and small, colorful wildflowers (red and blue), grow in every crack and crevice. Thick moss covers most of the stone surfaces.",
"atmosphere": "The air is thick with humidity, rendered as a soft, volumetric haze. A high-resolution particle simulation of dust motes, pollen, and fine water spray from the stream drift lazily through the light beams."
},
"lighting": {
"primary_source": "Dappled Sunlight through Canopy",
"position": "High above, filtering through the dense jungle canopy.",
},
"fill_light": {
"type": "Bounce light from foliage and stone",
"color": "A cool, ambient green from the surrounding jungle.",
"intensity": "Soft, filling in the deep shadows and preventing them from being completely black, revealing detail in the darker areas of the ruins."
}
},
"animation": {
"water_flow": "The stream's water is the primary animation, with realistic fluid dynamics, foam, and ripples as it interacts with the rocks.",
"environmental_effects": "The leaves of the ferns and the hanging vines have a very subtle, almost imperceptible sway, animated by a gentle physics-based wind.",
"particle_effects": "The dust motes and pollen swirl slowly and realistically within the shafts of light.",
"wildlife": "At the 6-second mark, a brilliantly colored blue butterfly flutters across the frame from left to right, passing through a beam of light."
},
"sound": "The gentle, continuous, and soothing sound of the stream flowing over rocks, with soft splashing and bubbling noises."
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Julian Goldie SEO
NotebookLM FULL COURSE 4 HOURS (Build & Automate Anything) https://t.co/1zdyGIt58H
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NotebookLM FULL COURSE 4 HOURS (Build & Automate Anything) https://t.co/1zdyGIt58H
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Julian Goldie SEO
AI Super Agents FULL COURSE 5 HOURS (Build & Automate Anything) https://t.co/zBKs8u8ypN
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AI Super Agents FULL COURSE 5 HOURS (Build & Automate Anything) https://t.co/zBKs8u8ypN
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