Offshore
Video
Umesh
RT @francolli: Usually takes a while but I get around to finishing stuff sooner or later, lol
Sound up https://t.co/Fyj1IKwATd
tweet
RT @francolli: Usually takes a while but I get around to finishing stuff sooner or later, lol
Sound up https://t.co/Fyj1IKwATd
tweet
Offshore
Video
Umesh
One image, countless variations!
Digital transformation. https://t.co/kfPgiob5Ue
tweet
One image, countless variations!
Digital transformation. https://t.co/kfPgiob5Ue
Machine Learning! https://t.co/WrfLLUodQ0 tweet
Offshore
Photo
Umesh
For creating typographical images, I haven’t seen anything better than Ideogram!
Prompt : “Train the mind to move.” — creative typographic design uses black neo-grotesque text (Helvetica Bold) to form the shape of a dumbbell, set against a soft, off-white, textured background. The quote within the text "Train the mind to move." forms the outline as two discs and a bar: stacked lines of the quote circle into plates at both ends while a single long line runs straight to define the handle, with consistent inter-letter spacing.
tweet
For creating typographical images, I haven’t seen anything better than Ideogram!
Prompt : “Train the mind to move.” — creative typographic design uses black neo-grotesque text (Helvetica Bold) to form the shape of a dumbbell, set against a soft, off-white, textured background. The quote within the text "Train the mind to move." forms the outline as two discs and a bar: stacked lines of the quote circle into plates at both ends while a single long line runs straight to define the handle, with consistent inter-letter spacing.
tweet
Offshore
Photo
ToffCap
RT @jpmontero88: $AL2SI.PA #AL2SI
🤯 what do you think it will happen when the market realises that 2CRSi is no longer a pure-play hardware provider with a low-margin distribution arm… but is becoming a hybrid play: hardware + high-efficiency AI data centers?
The company is steadily expanding its own high-density, liquid-cooled data centers across Europe and North America:
✅ Already operating ~14MW of capacity between Paris (Nanterre) and New York (Rouses Point, Chateaugay)
✅ Set to more than double to ~37MW by 2027, with further expansion already in the pipeline
💎 Why this matters
At a conservative 70% utilisation and ~$8M/MW/year, those 37MW could generate:
-> €180~200M in recurring annual revenue
-> €90M~100M in EBITDA (at 50–60% margin)
✅ in just 2–3 years!
Compare that with the company’s current valuation, which still prices 2CRSi as a niche OEM with low-double-digit margins…
What will the market do when it starts pricing this high-margin, recurring revenue profile?
🤷🏻♂️ 10x EBITDA? 15x?
tweet
RT @jpmontero88: $AL2SI.PA #AL2SI
🤯 what do you think it will happen when the market realises that 2CRSi is no longer a pure-play hardware provider with a low-margin distribution arm… but is becoming a hybrid play: hardware + high-efficiency AI data centers?
The company is steadily expanding its own high-density, liquid-cooled data centers across Europe and North America:
✅ Already operating ~14MW of capacity between Paris (Nanterre) and New York (Rouses Point, Chateaugay)
✅ Set to more than double to ~37MW by 2027, with further expansion already in the pipeline
💎 Why this matters
At a conservative 70% utilisation and ~$8M/MW/year, those 37MW could generate:
-> €180~200M in recurring annual revenue
-> €90M~100M in EBITDA (at 50–60% margin)
✅ in just 2–3 years!
Compare that with the company’s current valuation, which still prices 2CRSi as a niche OEM with low-double-digit margins…
What will the market do when it starts pricing this high-margin, recurring revenue profile?
🤷🏻♂️ 10x EBITDA? 15x?
$AL2SI.PA #AL2SI
I can’t say it with certainty, but I have zero doubt either 😂 that it will print a new ATH before year-end!
🚨 Not financial advice. 2CRSI remains the largest positions in my portfolio. tweet
Offshore
Video
David Colombo
This is my latest project, The Chase, created for @thedorbrothers short film contest. I drew inspiration from all those films of my teenage years and youth that left a mark on me both as a viewer and as an editor — especially @BMW Films, which for me was a turning point in car chases with shorts like Star, starring Madonna. As for the rest of my influences, I’ll keep them to myself so I don’t spoil the film for you. I hope you enjoy it!
@techhalla @PJaccetturo @secret__level @jasonzada @CuriousRefuge @ramonteleco @koldo2k @jossslopez @JesusPlazaX @Artedeingenio @MeanOrangeCat @luisnomad @artetuyo @FOTOAGUADO @Diesol @RoyalKongz
https://t.co/6HAPojqM5u
tweet
This is my latest project, The Chase, created for @thedorbrothers short film contest. I drew inspiration from all those films of my teenage years and youth that left a mark on me both as a viewer and as an editor — especially @BMW Films, which for me was a turning point in car chases with shorts like Star, starring Madonna. As for the rest of my influences, I’ll keep them to myself so I don’t spoil the film for you. I hope you enjoy it!
@techhalla @PJaccetturo @secret__level @jasonzada @CuriousRefuge @ramonteleco @koldo2k @jossslopez @JesusPlazaX @Artedeingenio @MeanOrangeCat @luisnomad @artetuyo @FOTOAGUADO @Diesol @RoyalKongz
https://t.co/6HAPojqM5u
tweet
Offshore
Video
David Colombo
This is my latest project, The Chase, created for @thedorbrothers short film contest and made almost entirely with the @freepik suite. I drew inspiration from all those films of my teenage years and youth that left a mark on me both as a viewer and as an editor — especially @BMW Films, which for me was a turning point in car chases with shorts like Star, starring Madonna. As for the rest of my influences, I’ll keep them to myself so I don’t spoil the film for you. I hope you enjoy it!
Big thanks to my friend @munoz_benj86450 , who’s always there to help me polish things up with his ideas
@techhalla @PJaccetturo @secret__level @jasonzada @CuriousRefuge @ramonteleco @koldo2k @jossslopez @JesusPlazaX @Artedeingenio @MeanOrangeCat @luisnomad @artetuyo @FOTOAGUADO @Diesol @RoyalKongz
tweet
This is my latest project, The Chase, created for @thedorbrothers short film contest and made almost entirely with the @freepik suite. I drew inspiration from all those films of my teenage years and youth that left a mark on me both as a viewer and as an editor — especially @BMW Films, which for me was a turning point in car chases with shorts like Star, starring Madonna. As for the rest of my influences, I’ll keep them to myself so I don’t spoil the film for you. I hope you enjoy it!
Big thanks to my friend @munoz_benj86450 , who’s always there to help me polish things up with his ideas
@techhalla @PJaccetturo @secret__level @jasonzada @CuriousRefuge @ramonteleco @koldo2k @jossslopez @JesusPlazaX @Artedeingenio @MeanOrangeCat @luisnomad @artetuyo @FOTOAGUADO @Diesol @RoyalKongz
tweet
Offshore
Video
David Colombo
This is my latest project, The Chase, created for @thedorbrothers short film contest and made almost entirely with the @freepik suite. I drew inspiration from all those films of my teenage years and youth that left a mark on me both as a viewer and as an editor — especially @BMW Films, which for me was a turning point in car chases with shorts like Star, starring Madonna. As for the rest of my influences, I’ll keep them to myself so I don’t spoil the film for you. I hope you enjoy it!
Big thanks to my friend @munoz_benj86450 , who’s always there to help me polish things up with his ideas
@techhalla @PJaccetturo @secret__level @jasonzada @CuriousRefuge @ramonteleco @koldo2k @jossslopez @JesusPlazaX @Artedeingenio @MeanOrangeCat @luisnomad @artetuyo @FOTOAGUADO @Diesol @RoyalKongz @Delachica_
tweet
This is my latest project, The Chase, created for @thedorbrothers short film contest and made almost entirely with the @freepik suite. I drew inspiration from all those films of my teenage years and youth that left a mark on me both as a viewer and as an editor — especially @BMW Films, which for me was a turning point in car chases with shorts like Star, starring Madonna. As for the rest of my influences, I’ll keep them to myself so I don’t spoil the film for you. I hope you enjoy it!
Big thanks to my friend @munoz_benj86450 , who’s always there to help me polish things up with his ideas
@techhalla @PJaccetturo @secret__level @jasonzada @CuriousRefuge @ramonteleco @koldo2k @jossslopez @JesusPlazaX @Artedeingenio @MeanOrangeCat @luisnomad @artetuyo @FOTOAGUADO @Diesol @RoyalKongz @Delachica_
tweet
Offshore
Photo
ToffCap
We just published TMM #71, our weekly overview of actionable event-driven and special sits 🔥🔥
This week:
- a ton of spin action
- juicy liquidations all over the place
- insiders scooping up shares (and we get why!)
- some pretty interesting M&A announcements
- companies buying assets for nothing but pro-forma revenues increase almost 70%
- wolfs in tanks
- juicy CVRs
- ... and much more.
As always @ToffCap
Enjoy!
tweet
We just published TMM #71, our weekly overview of actionable event-driven and special sits 🔥🔥
This week:
- a ton of spin action
- juicy liquidations all over the place
- insiders scooping up shares (and we get why!)
- some pretty interesting M&A announcements
- companies buying assets for nothing but pro-forma revenues increase almost 70%
- wolfs in tanks
- juicy CVRs
- ... and much more.
As always @ToffCap
Enjoy!
tweet