Yellowbrick Investing
$KRAB.OL
tweet
$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
Video
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.
tweet
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.
tweet
Offshore
Photo
Aadit Sheth
This guy literally shows how to think, sell, and lead like a real entrepreneur https://t.co/ZKEsUGqD62
tweet
This guy literally shows how to think, sell, and lead like a real entrepreneur https://t.co/ZKEsUGqD62
tweet
Offshore
Photo
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
tweet
$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
tweet
Offshore
Photo
Gainify
$AVGO reports Thursday
Currently → $AVGO trades at a 10% P/E premium to $NVDA
Historically, $NVDA enjoyed the premium.
The big question - Does NVIDIA reclaim its premium? Or does Broadcom keep leading on valuation? https://t.co/laZDKP7JRg
tweet
$AVGO reports Thursday
Currently → $AVGO trades at a 10% P/E premium to $NVDA
Historically, $NVDA enjoyed the premium.
The big question - Does NVIDIA reclaim its premium? Or does Broadcom keep leading on valuation? https://t.co/laZDKP7JRg
tweet
Offshore
Video
Umesh
Lost in space!
One image, countless stories.
Image to video prompt: Slowly, the colossal spacecraft begins to dissolve with shimmering magical effects , fragments of its structure disintegrate into glowing particles. The astronaut, watches in amazement
Made with @Hailuo_AI https://t.co/XUgjuYR27z
tweet
Lost in space!
One image, countless stories.
Image to video prompt: Slowly, the colossal spacecraft begins to dissolve with shimmering magical effects , fragments of its structure disintegrate into glowing particles. The astronaut, watches in amazement
Made with @Hailuo_AI https://t.co/XUgjuYR27z
Free fall!
Prompt : An astronaut floating outside a futuristic space station, with Earth visible in the background, in a highly detailed space environment --ar 16:9
Image : Midjourney
Video : Motion 2.0 on @LeonardoAi_ https://t.co/sLmpFK2p3e tweet