Offshore
Yellowbrick Investing Bunch of ideas in here Some trades I made over the last week (As always, please do your own research before taking any positions. And constructive disagreement is welcome – I don’t expect anyone to agree with all of these moves): Bought…
t this was a good time to add some exposure to the space. Valuations are low, institutional energy positioning is still relatively light, U.S. electricity demand and prices are shooting higher (and demand looks poised to keep growing fast over the next few years), and the industry has strong political support. I screened for names that have low P/Es, are expected to see strong 2025/2026 growth, aren’t too levered and have E&P and midstream assets close to data center hotspots such as Texas and Ohio. - Eric Jhonsa tweet
Offshore
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Umesh
Prompt on Veo 3 : a rhinoceros in pristine blue wireframe on deep black. Lines assemble, then it runs, accelerates into a charge. Camera snaps from low front push-in to overhead tilt, then swings past a leg-level tracking shot into a wide drift. Horn flares red, scanning forward; restrained blur; reset cleanly
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Prompt on Veo 3 : a rhinoceros in pristine blue wireframe on deep black. Lines assemble, then it runs, accelerates into a charge. Camera snaps from low front push-in to overhead tilt, then swings past a leg-level tracking shot into a wide drift. Horn flares red, scanning forward; restrained blur; reset cleanly
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Offshore
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Umesh
Prompt on Midjourney : To protect others is to find yourself --chaos 50 --ar 16:9 --sref 4086667022 --sw 400 --stylize 600 https://t.co/04EYo09xNW
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Prompt on Midjourney : To protect others is to find yourself --chaos 50 --ar 16:9 --sref 4086667022 --sw 400 --stylize 600 https://t.co/04EYo09xNW
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Offshore
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Umesh
RT @LudovicCreator: @umesh_ai Great idea Umesh , with my p code
To protect others is to find yourself --chaos 50 --ar 16:9 --sref 4086667022 --sw 400 --stylize 600 --p nmkvjk8 https://t.co/ku4pW7PmfH
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RT @LudovicCreator: @umesh_ai Great idea Umesh , with my p code
To protect others is to find yourself --chaos 50 --ar 16:9 --sref 4086667022 --sw 400 --stylize 600 --p nmkvjk8 https://t.co/ku4pW7PmfH
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Offshore
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Investing visuals
JUST IN: $NBIS has earned NVIDIA Exemplar Cloud Status.
It validates that $NBIS meets $NVDA's rigorous standards for performance, resiliency and scalability.
Per $NVDA: Exemplar Clouds evaluates providers on actual performance and resiliency, not just theoretical specs. https://t.co/gkhBgY3eCC
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JUST IN: $NBIS has earned NVIDIA Exemplar Cloud Status.
It validates that $NBIS meets $NVDA's rigorous standards for performance, resiliency and scalability.
Per $NVDA: Exemplar Clouds evaluates providers on actual performance and resiliency, not just theoretical specs. https://t.co/gkhBgY3eCC
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Offshore
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Investing visuals
I believe $RBRK is the best cybersecurity pick right now.
Compared to $CRWD: double the growth at half the valuation.
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I believe $RBRK is the best cybersecurity pick right now.
Compared to $CRWD: double the growth at half the valuation.
$RBRK is a high quality, yet underappreciated cybersecurity business.
Let's break it down!
• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• My thoughts: would I buy it?
Time to dive in 🧵👇 https://t.co/SpsG1AyzGC tweet
Offshore
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ToffCap
We're out with TMM #72, our weekly overview of actionable event-driven and special sits 🔥🔥
Again a ton of interesting stuff going on:
- activist action all over the place (and we expect some fireworks)
- companies with tons of net cash trading at LSD ev/ebitda, just waiting for the market to turn (and fly)
- interesting cash shells
- asset divestments + buybacks at >60% of the market cap
- juicy CVRs
- insiders showing you what's going on
- bisons
- as always, cool companies nearing interesting inflection points
- ... and much more.
As always @ToffCap
Enjoy!
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We're out with TMM #72, our weekly overview of actionable event-driven and special sits 🔥🔥
Again a ton of interesting stuff going on:
- activist action all over the place (and we expect some fireworks)
- companies with tons of net cash trading at LSD ev/ebitda, just waiting for the market to turn (and fly)
- interesting cash shells
- asset divestments + buybacks at >60% of the market cap
- juicy CVRs
- insiders showing you what's going on
- bisons
- as always, cool companies nearing interesting inflection points
- ... and much more.
As always @ToffCap
Enjoy!
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Offshore
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Investing visuals
If you're looking for AI-themed investment idea, this overview by Morgan Stanley is a great place to start.
My personal favorites:
• $PLTR
• $NOW
• $NET
Names I would add on the software side:
• $TEM
• $AXON
• $RBRK https://t.co/iV1s1iaYZs
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If you're looking for AI-themed investment idea, this overview by Morgan Stanley is a great place to start.
My personal favorites:
• $PLTR
• $NOW
• $NET
Names I would add on the software side:
• $TEM
• $AXON
• $RBRK https://t.co/iV1s1iaYZs
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