Offshore
Video
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
Photo
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
Photo
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
Photo
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
Photo
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
Photo
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
Photo
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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Offshore
Photo
Dimitry Nakhla | Babylon Capital®
$MELI is +44% YTD and still trades cheaper than it did at the start of the year 🤝 https://t.co/Yqz7v9O0pW
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$MELI is +44% YTD and still trades cheaper than it did at the start of the year 🤝 https://t.co/Yqz7v9O0pW
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