Offshore
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Investing visuals
$AMZN vs $MELI: two of the best e-commerce businesses on earth. https://t.co/RQeKNyykWq
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$AMZN vs $MELI: two of the best e-commerce businesses on earth. https://t.co/RQeKNyykWq
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Offshore
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Yellowbrick Investing
Added 52 new pitches to the site (pt 3):
@BlueDuckCap - $MOB
@karanshah137 - $NETWEB.NS (overview)
@PillarsProfits - $FFBB
@Anders_Research - $GUTS
@chitchatstocks - $KRKNF (pass - expensive)
@Wubbebos - $BOL.PA https://t.co/h3YrTpxfJx
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Added 52 new pitches to the site (pt 3):
@BlueDuckCap - $MOB
@karanshah137 - $NETWEB.NS (overview)
@PillarsProfits - $FFBB
@Anders_Research - $GUTS
@chitchatstocks - $KRKNF (pass - expensive)
@Wubbebos - $BOL.PA https://t.co/h3YrTpxfJx
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Offshore
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Quiver Quantitative
Krispy Kreme stock has now risen 22% since this clip.
$DNUT is up over 7% today.
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Krispy Kreme stock has now risen 22% since this clip.
$DNUT is up over 7% today.
JUST IN: Kash Patel on his recent purchases of stock in Krispy Kreme and ON Semiconductor:
"I just follow certain industries and thought they would be a good investment"
He bought up to $50K of $DNUT and up to $100K of $ON in May.
Watch here: https://t.co/dgUVKlT5Zm tweet
Offshore
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Yellowbrick Investing
Added 52 new pitches to the site (pt final):
@DivGrojourney - $OTEX.TO (sold)
@realThomasNiel - $CPHC
@TommyDeepwater - $RIG (update)
@TiehackCapital - $LGNC
@Lindstroem_K - $PTRK.ST
fund letters
and more... https://t.co/OyDpC0zafw
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Added 52 new pitches to the site (pt final):
@DivGrojourney - $OTEX.TO (sold)
@realThomasNiel - $CPHC
@TommyDeepwater - $RIG (update)
@TiehackCapital - $LGNC
@Lindstroem_K - $PTRK.ST
fund letters
and more... https://t.co/OyDpC0zafw
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “In this industry, only one business strategy is conceivable: focus on first place.
You have to want to get the gold. If you decide, you’ll be satisfied with bronze before you start, you’ll probably end up sixth. Then you’re done for.
Gjalt Smit, $ASML Founding CEO🗣️
Culture🎯
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RT @DimitryNakhla: “In this industry, only one business strategy is conceivable: focus on first place.
You have to want to get the gold. If you decide, you’ll be satisfied with bronze before you start, you’ll probably end up sixth. Then you’re done for.
Gjalt Smit, $ASML Founding CEO🗣️
Culture🎯
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Offshore
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AkhenOsiris
$HUBS weakness possibly attributed to OpenAI videos on customer management, leads, etc.
Other sw feeling some pain too...BTMFD
https://t.co/PkXjDzCYxc https://t.co/tqWeTq0ntC
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$HUBS weakness possibly attributed to OpenAI videos on customer management, leads, etc.
Other sw feeling some pain too...BTMFD
https://t.co/PkXjDzCYxc https://t.co/tqWeTq0ntC
When your favorite stonk takes a 5-10% loss (HUBS) thanks to OpenAI PR, think it through...OpenAI succeeding delays or avoids the bubble bursting...if a bubble burst happened, HUBS would be down 25-50%...so it ain't that bad tweet
Offshore
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App Economy Insights
$NKE Nike Q1 FY26 (ending Aug. 2025).
• Revenue +1% Y/Y to $11.7B ($0.7B beat).
• GAAP EPS $0.49 ($0.22 beat).
• Inventory -2% Y/Y at $8.1B.
• Wholesale +7% Y/Y to $6.8B.
• Direct revenue -4% Y/Y to $4.5B.
• Greater China revenue -9% Y/Y to $1.5B. https://t.co/qqwhnY5TCB
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$NKE Nike Q1 FY26 (ending Aug. 2025).
• Revenue +1% Y/Y to $11.7B ($0.7B beat).
• GAAP EPS $0.49 ($0.22 beat).
• Inventory -2% Y/Y at $8.1B.
• Wholesale +7% Y/Y to $6.8B.
• Direct revenue -4% Y/Y to $4.5B.
• Greater China revenue -9% Y/Y to $1.5B. https://t.co/qqwhnY5TCB
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Offshore
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App Economy Insights
📊 Sneak peek at the September report!
Earnings visualized from $AI to $ZS.
What caught your eye this month?
200+ companies covered this season. 👇
https://t.co/GuELTHbDFc https://t.co/OfJjYIkB8y
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📊 Sneak peek at the September report!
Earnings visualized from $AI to $ZS.
What caught your eye this month?
200+ companies covered this season. 👇
https://t.co/GuELTHbDFc https://t.co/OfJjYIkB8y
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