Offshore
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Emily
RT @ShirleyVR8: Grok Imagine has a massive update. So fun to make this video. The dance move is really superb and smooth👌 and the video quality has spiked up! Well done @xai @grok !
Sound on 🔊 https://t.co/8jpWKTOSxX
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RT @ShirleyVR8: Grok Imagine has a massive update. So fun to make this video. The dance move is really superb and smooth👌 and the video quality has spiked up! Well done @xai @grok !
Sound on 🔊 https://t.co/8jpWKTOSxX
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Offshore
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Investing visuals
🚨JUST IN: $AMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs.
• A multi-year, multi-generation agreement
• Initial 1 gigawatt OpenAI deployment of AMD Instinct™ MI450 Series GPUs starting in 2H 2026
Extremely bullish for $AMD https://t.co/EwKwBldDrQ
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🚨JUST IN: $AMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs.
• A multi-year, multi-generation agreement
• Initial 1 gigawatt OpenAI deployment of AMD Instinct™ MI450 Series GPUs starting in 2H 2026
Extremely bullish for $AMD https://t.co/EwKwBldDrQ
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Offshore
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Investing visuals
The $AMD – OpenAI deal is a major catalyst for $AMD and a strong validation of their value proposition.
Here’s a breakdown of $AMD I made a while ago 👇
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The $AMD – OpenAI deal is a major catalyst for $AMD and a strong validation of their value proposition.
Here’s a breakdown of $AMD I made a while ago 👇
$AMD visualized:
• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• Final thoughts: $AMD vs $NVDA
Let's dive in! 🧵👇 https://t.co/m1rN8Pk8dp tweet
David Colombo
Does anyone know, how to avoid this to happen?
Due to local laws, we are temporarily restricting access to this content until X estimates your age. Más información
I changed my name like a month ago and since then I've been having this problem and can't access to "sensitive" content, even if it's my own content. I don't have a choice to re_verify my age as I'm already verified.
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Does anyone know, how to avoid this to happen?
Due to local laws, we are temporarily restricting access to this content until X estimates your age. Más información
I changed my name like a month ago and since then I've been having this problem and can't access to "sensitive" content, even if it's my own content. I don't have a choice to re_verify my age as I'm already verified.
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Offshore
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ToffCap
We're out with TMM #73, our weekly overview of actionable event-driven and special sits 🔥🔥
This week:
- again activist action all over the place
- some very intriguing merger arbs
- busted companies with pretty good assets, probably going to divest some (at >EV)
- cool liquidations
- cool tender offers
- a TON of Japanese companies doing interesting stuff
- wolves
- as always, companies nearing inflection points (and the market not caring much)
- ... and much more.
As always @ToffCap
Enjoy!
tweet
We're out with TMM #73, our weekly overview of actionable event-driven and special sits 🔥🔥
This week:
- again activist action all over the place
- some very intriguing merger arbs
- busted companies with pretty good assets, probably going to divest some (at >EV)
- cool liquidations
- cool tender offers
- a TON of Japanese companies doing interesting stuff
- wolves
- as always, companies nearing inflection points (and the market not caring much)
- ... and much more.
As always @ToffCap
Enjoy!
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AkhenOsiris
$DKNG $FLUT $GENI $SRAD
Kalshi traffic: Looking at the state-by-state web traffic data, Jefferies noted the three major unregulated or restricted states of California, Texas and Florida accounted for 32% of Kalshi’s web traffic since the start of the NFL season, up from 26% prior to the season. Meanwhile, the traffic from the three largest regulated states of Illinois, New Jersey and New York has shrunk from 23% to 19%. Notably, California’s share of Kalshi traffic has grown substantially from 13% to 19% during the NFL season.
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$DKNG $FLUT $GENI $SRAD
Kalshi traffic: Looking at the state-by-state web traffic data, Jefferies noted the three major unregulated or restricted states of California, Texas and Florida accounted for 32% of Kalshi’s web traffic since the start of the NFL season, up from 26% prior to the season. Meanwhile, the traffic from the three largest regulated states of Illinois, New Jersey and New York has shrunk from 23% to 19%. Notably, California’s share of Kalshi traffic has grown substantially from 13% to 19% during the NFL season.
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Offshore
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Quiver Quantitative
UPDATE: Earlier this year, we reported on purchases of AMD stock by Marjorie Taylor Greene.
$AMD has now risen 179% since her April 8th purchase. https://t.co/SuuHufwzBK
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UPDATE: Earlier this year, we reported on purchases of AMD stock by Marjorie Taylor Greene.
$AMD has now risen 179% since her April 8th purchase. https://t.co/SuuHufwzBK
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Offshore
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Umesh
My entry for the ElevenLabs Studio 3.0 contest.
Having SFX, music, and VO all in one place makes it a great experience! https://t.co/U9blpzSVSP
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My entry for the ElevenLabs Studio 3.0 contest.
Having SFX, music, and VO all in one place makes it a great experience! https://t.co/U9blpzSVSP
Announcing the @elevenlabsio Studio 3.0 community contest.
Create.
Share.
Win.
$2,000 in total prizes. https://t.co/ZCaL9Ebh1e tweet