Offshore
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Umesh
RT @Preda2005: 🌀How do you turn a random idea into a stunning image?
I used to juggle 20 tabs, scattered references… and still lose the creative spark.
Now I use Firefly Boards:
💡 Plan poses
👗 Test outfits and styles
🧠 Stay in flow, no creative blocks
🚨 Here’s how it works ⤵️
Sponsored by Adobe Firefly #AdobeFireflyAmbassadors #Ad #FireflyBoards
AI 🦾🤖🎨
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RT @Preda2005: 🌀How do you turn a random idea into a stunning image?
I used to juggle 20 tabs, scattered references… and still lose the creative spark.
Now I use Firefly Boards:
💡 Plan poses
👗 Test outfits and styles
🧠 Stay in flow, no creative blocks
🚨 Here’s how it works ⤵️
Sponsored by Adobe Firefly #AdobeFireflyAmbassadors #Ad #FireflyBoards
AI 🦾🤖🎨
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Offshore
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ToffCap
The TMM (our actionable event-driven and special sits monitor) is a great source in itself, but sometimes it strikes gold.
Microvast $MVST +1200% in roughly a year 🚀🚀
Busted 2020 SPAC Microvast is exploring alternatives to enhance liquidity. The company is showing very strong revenue growth and gross margin expansion, but will need further cash to fund its growth.
That said, the shares have been obliterated and there's some solid revenues and perhaps a few interesting assets on the b/s (just glancing though), which might provide for an interesting set-up.
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The TMM (our actionable event-driven and special sits monitor) is a great source in itself, but sometimes it strikes gold.
Microvast $MVST +1200% in roughly a year 🚀🚀
Busted 2020 SPAC Microvast is exploring alternatives to enhance liquidity. The company is showing very strong revenue growth and gross margin expansion, but will need further cash to fund its growth.
That said, the shares have been obliterated and there's some solid revenues and perhaps a few interesting assets on the b/s (just glancing though), which might provide for an interesting set-up.
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Offshore
Photo
Investing visuals
Breaking down my portfolio!
Time to share more about my portfolio and investment journey. Covering:
• My focus on tech
• From 25 to 13 positions
• Why I shifted away from mega caps
• How my performance improved over time
A thread 🧵👇
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Breaking down my portfolio!
Time to share more about my portfolio and investment journey. Covering:
• My focus on tech
• From 25 to 13 positions
• Why I shifted away from mega caps
• How my performance improved over time
A thread 🧵👇
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Yellowbrick Investing
$MOB
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$MOB
We are long Mobilicom, $MOB. "Unleashing American Drone Dominance" was signed June 6th. The future of warfare is clear; end to end cyber security for drones has never been more critical. That's what $MOB does - validated by an elite spot on the Blue UAS list. 5x upside pt. tweet
X (formerly Twitter)
Blue Duck Capital Partners (@BlueDuckCap) on X
We are long Mobilicom, $MOB. "Unleashing American Drone Dominance" was signed June 6th. The future of warfare is clear; end to end cyber security for drones has never been more critical. That's what $MOB does - validated by an elite spot on the Blue UAS list.…
Offshore
Photo
App Economy Insights
$MU Micron just reorganized its business.
Why? AI is rewriting the playbook for memory.
• What is HBM?
• How it's powering a margin super-cycle.
• Bull vs. bear case for what's next. 📈📉
https://t.co/KKOytC7lvk
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$MU Micron just reorganized its business.
Why? AI is rewriting the playbook for memory.
• What is HBM?
• How it's powering a margin super-cycle.
• Bull vs. bear case for what's next. 📈📉
https://t.co/KKOytC7lvk
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Offshore
Video
Umesh
Presenting my surrealistic version of “The Unfinished Film.”
It is an innovative experiment in storytelling by director Sam Finn in collaboration with Adobe. The Unfinished Film puts human creativity first for a story that never truly finishes.
Sponsored by #AdobeFirefly in partnership with @Adobe as a Firefly Brand Ambassador.
#AdobeFireflyAmbassadors #Ad #FireflyUnfinishedFilm
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Presenting my surrealistic version of “The Unfinished Film.”
It is an innovative experiment in storytelling by director Sam Finn in collaboration with Adobe. The Unfinished Film puts human creativity first for a story that never truly finishes.
Sponsored by #AdobeFirefly in partnership with @Adobe as a Firefly Brand Ambassador.
#AdobeFireflyAmbassadors #Ad #FireflyUnfinishedFilm
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AkhenOsiris
$TSLA $GOOGL $AMZN $UBER $LYFT
Pedestrians are beginning to notice. Villi Iltchev, founder and managing partner of VC firm Category Ventures, has learned to trust the technology. He was quoted in Forbes as saying, “As a cyclist, when I ride my bike and I get next to a Waymo, I know it watches me, and if I try to pass it on the right, it makes room for me. I feel so much safer because it always sees me. It will never get in my way. It will never cut me off. It will always prioritize my safety over itself.” A recent study by J.D. Powers showed that confidence in robotaxis soared from roughly one third of their survey sample to two thirds after taking a ride.
Most studies suggest that the driver takes home roughly 50% of the fare after expenses. And that’s only the beginning. Fully autonomous taxis don’t need space for the driver and controls, and don’t have to haul around the associated extra weight. Ark, an investment research and management firm, estimates that the cost of operating a purpose-built robotaxi will eventually fall to around 25 cents a mile, compared to about 80 cents today for a personal car and $2 for a human-driven taxi.
Baidu, the robotaxi market leader in China, already charges only 55 cents per mile for its “Apollo Go” service in ten cities, where it reportedly operates more than a thousand robotaxis.
https://t.co/qrC8Ld2OUZ
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$TSLA $GOOGL $AMZN $UBER $LYFT
Pedestrians are beginning to notice. Villi Iltchev, founder and managing partner of VC firm Category Ventures, has learned to trust the technology. He was quoted in Forbes as saying, “As a cyclist, when I ride my bike and I get next to a Waymo, I know it watches me, and if I try to pass it on the right, it makes room for me. I feel so much safer because it always sees me. It will never get in my way. It will never cut me off. It will always prioritize my safety over itself.” A recent study by J.D. Powers showed that confidence in robotaxis soared from roughly one third of their survey sample to two thirds after taking a ride.
Most studies suggest that the driver takes home roughly 50% of the fare after expenses. And that’s only the beginning. Fully autonomous taxis don’t need space for the driver and controls, and don’t have to haul around the associated extra weight. Ark, an investment research and management firm, estimates that the cost of operating a purpose-built robotaxi will eventually fall to around 25 cents a mile, compared to about 80 cents today for a personal car and $2 for a human-driven taxi.
Baidu, the robotaxi market leader in China, already charges only 55 cents per mile for its “Apollo Go” service in ten cities, where it reportedly operates more than a thousand robotaxis.
https://t.co/qrC8Ld2OUZ
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Offshore
Video
The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: How they made $8M in 8 weeks with AI https://t.co/8GLKIzo8Xi
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RT @gregisenberg: How they made $8M in 8 weeks with AI https://t.co/8GLKIzo8Xi
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Offshore
Photo
Yellowbrick Investing
Added 52 new stock write-ups to the site (pt 1):
@DividendNGrowth - $GAW.L, $FTC.L, $MELI, $GLNG, $UNH, $ZETA
@stpioc - $BETR (primer)
@CompoundingW - $COP
@felix__archive - $LMND
@EvolamTrades - $IREN
@1rabbitresearch - $RDDT (analyst u/g)
@stonkmetal - $DHR (pass) https://t.co/5tBufAZK67
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Added 52 new stock write-ups to the site (pt 1):
@DividendNGrowth - $GAW.L, $FTC.L, $MELI, $GLNG, $UNH, $ZETA
@stpioc - $BETR (primer)
@CompoundingW - $COP
@felix__archive - $LMND
@EvolamTrades - $IREN
@1rabbitresearch - $RDDT (analyst u/g)
@stonkmetal - $DHR (pass) https://t.co/5tBufAZK67
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