Offshore
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Investing visuals
$AMD visualized:
• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• Final thoughts: $AMD vs $NVDA
Let's dive in! 🧵👇 https://t.co/m1rN8Pk8dp
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$AMD visualized:
• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• Final thoughts: $AMD vs $NVDA
Let's dive in! 🧵👇 https://t.co/m1rN8Pk8dp
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Offshore
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Gainify
Since IPO, Figma is down 40%
Valuation check:
🔹 $FIG → 33.8x Sales | +24.4% 3Y Growth
🔹 $ADBE → 6.4x Sales | +9.5% 3Y Growth
At what level does $FIG become attractive to you? https://t.co/BfTEN8J0q7
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Since IPO, Figma is down 40%
Valuation check:
🔹 $FIG → 33.8x Sales | +24.4% 3Y Growth
🔹 $ADBE → 6.4x Sales | +9.5% 3Y Growth
At what level does $FIG become attractive to you? https://t.co/BfTEN8J0q7
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Offshore
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Julian Goldie SEO
Yo! Elon just dropped the coding cheat code 🎮
This AI is SO fast it's basically cheating ⚡
Builds apps faster than you make coffee ☕
6x cheaper than GPT + FREE trial = INSANE 🔥
Link in the comments 👇 https://t.co/I9RfOgx72B
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Yo! Elon just dropped the coding cheat code 🎮
This AI is SO fast it's basically cheating ⚡
Builds apps faster than you make coffee ☕
6x cheaper than GPT + FREE trial = INSANE 🔥
Link in the comments 👇 https://t.co/I9RfOgx72B
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Yellowbrick Investing
$KRAB.OL
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$KRAB.OL
New buys: 1) $KRAB.OL. Specialist bank trading at approx YE tang book, think normalized ROE is >15% which should be exit RR this year. Closest peer Enity recently IPOed in SWE trades at 1.9x TBV, with only slightly better metrics. Only current bank holding. tweet
X (formerly Twitter)
Anon Risk Addict (@olvehe) on X
New buys: 1) $KRAB.OL. Specialist bank trading at approx YE tang book, think normalized ROE is >15% which should be exit RR this year. Closest peer Enity recently IPOed in SWE trades at 1.9x TBV, with only slightly better metrics. Only current bank holding.
Offshore
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Iqra Saifi
Veo-3 fast on Gemini 🩵
A hyper-realistic cinematic video captures a melancholic moment of pause for a lone man and his vintage-style motorcycle on a rain-soaked road. The video features a single, dynamic shot that begins as a medium-close shot focused on the man with his back to the camera, standing beside his bike. The camera then slowly and deliberately circles the subjects while pulling back and elevating, revealing a vast, desolate road, a misty river, and a distant, blurred city. The steady rain is clearly visible, with individual raindrops streaking down. The audio is a contemplative blend of the constant pitter-patter of rain, the gentle whoosh of wind through a palm tree, and a soft, melancholic ambient electronic or lo-fi piano track, creating a feeling of introspection and solitude.
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Veo-3 fast on Gemini 🩵
A hyper-realistic cinematic video captures a melancholic moment of pause for a lone man and his vintage-style motorcycle on a rain-soaked road. The video features a single, dynamic shot that begins as a medium-close shot focused on the man with his back to the camera, standing beside his bike. The camera then slowly and deliberately circles the subjects while pulling back and elevating, revealing a vast, desolate road, a misty river, and a distant, blurred city. The steady rain is clearly visible, with individual raindrops streaking down. The audio is a contemplative blend of the constant pitter-patter of rain, the gentle whoosh of wind through a palm tree, and a soft, melancholic ambient electronic or lo-fi piano track, creating a feeling of introspection and solitude.
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Offshore
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Aadit Sheth
This guy literally shows how to think, sell, and lead like a real entrepreneur https://t.co/ZKEsUGqD62
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This guy literally shows how to think, sell, and lead like a real entrepreneur https://t.co/ZKEsUGqD62
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Offshore
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Gainify
$CRM reports Wednesday
Expectations (2Q FY2026):
🔼 Revenue: $10.14B (+8.7% YoY, inline with guidance)
🔼 EPS: $2.78 (+8.6% YoY)
Despite steady growth, Salesforce still trades at a 10% DISCOUNT to the S&P 500.
Will this quarter change the narrative? https://t.co/QiZ7XN29bm
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$CRM reports Wednesday
Expectations (2Q FY2026):
🔼 Revenue: $10.14B (+8.7% YoY, inline with guidance)
🔼 EPS: $2.78 (+8.6% YoY)
Despite steady growth, Salesforce still trades at a 10% DISCOUNT to the S&P 500.
Will this quarter change the narrative? https://t.co/QiZ7XN29bm
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