Offshore
Photo
Yellowbrick Investing
Added 65 new stock write-ups to the site (pt final):
@DavidDiranko (Monday Monitor) - $UNTC, $ENQ.L, $MORLD.OL, $GQG.AX, $TWR.AX
@Fintegrate - $APP, $ISRG
@SCapStrategist - $ANDR.VI (overview)
@nicknemo17 - $TDOC
@BrowarekMateusz - $MSP.WA (overview)
fund letters
and more... https://t.co/ASmOCph0BG
tweet
Added 65 new stock write-ups to the site (pt final):
@DavidDiranko (Monday Monitor) - $UNTC, $ENQ.L, $MORLD.OL, $GQG.AX, $TWR.AX
@Fintegrate - $APP, $ISRG
@SCapStrategist - $ANDR.VI (overview)
@nicknemo17 - $TDOC
@BrowarekMateusz - $MSP.WA (overview)
fund letters
and more... https://t.co/ASmOCph0BG
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Fair Isaac is well-positioned to capitalize on a potential mortgage rate refinancing surge 💵
$FICO https://t.co/yuH39UzAMC
tweet
Fair Isaac is well-positioned to capitalize on a potential mortgage rate refinancing surge 💵
$FICO https://t.co/yuH39UzAMC
tweet
Offshore
Video
The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: Mastering OpenAI's NEW AI AGENT builder in 26 mins:
– start with one simple flow (lead capture or faq bot) before adding logic complexity.
– use vector stores sparingly - too much context slows performance.
– name your nodes clearly so you can debug fast.
– integrate with chatkit early if you plan to embed it on a site.
– test edge cases (misclassifications, loops, context drops).
– think in outcomes, not features - what task can an agent take off your plate today?
– treat this as a sandbox, not production - learn what’s possible before scaling.
ideas on what you can build (to get your creative juices flowing):
– lead qualification → build a multi-agent flow that classifies visitors as hot, warm, or cold, then sends data straight into hubspot or notion crm.
– product onboarding → use logic nodes to detect user type (beginner vs. pro) and serve different walkthroughs automatically.
– customer support → route basic questions to a support agent, complex ones to human reps, and have it all sync to slack or intercom.
it’s still early.
the ui has limits, the logic feels clunky, and customization can’t yet match purpose-built platforms like lindy, which give you deeper control and long-term memory.
but it's worth taking it for a spin. will be interesting to see how it evolves.
and @amirmxt does a remarkable job clearly explaining how to build with agentkit etc on @startupideaspod (you can follow for more)
full ep on yt will be in the replies.
What do you think of OpenAI new agent builder?
tweet
RT @gregisenberg: Mastering OpenAI's NEW AI AGENT builder in 26 mins:
– start with one simple flow (lead capture or faq bot) before adding logic complexity.
– use vector stores sparingly - too much context slows performance.
– name your nodes clearly so you can debug fast.
– integrate with chatkit early if you plan to embed it on a site.
– test edge cases (misclassifications, loops, context drops).
– think in outcomes, not features - what task can an agent take off your plate today?
– treat this as a sandbox, not production - learn what’s possible before scaling.
ideas on what you can build (to get your creative juices flowing):
– lead qualification → build a multi-agent flow that classifies visitors as hot, warm, or cold, then sends data straight into hubspot or notion crm.
– product onboarding → use logic nodes to detect user type (beginner vs. pro) and serve different walkthroughs automatically.
– customer support → route basic questions to a support agent, complex ones to human reps, and have it all sync to slack or intercom.
it’s still early.
the ui has limits, the logic feels clunky, and customization can’t yet match purpose-built platforms like lindy, which give you deeper control and long-term memory.
but it's worth taking it for a spin. will be interesting to see how it evolves.
and @amirmxt does a remarkable job clearly explaining how to build with agentkit etc on @startupideaspod (you can follow for more)
full ep on yt will be in the replies.
What do you think of OpenAI new agent builder?
tweet
Offshore
Photo
Umesh
Feels like it was Level 1 just yesterday, remember chatting with GPT-3.5?
It wasn’t that long ago. Today, we see math problems being solved with the assistance of AI.
The world is not the same anymore.
The percentage of people who disagree with the progress of AI is declining by the day.
tweet
Feels like it was Level 1 just yesterday, remember chatting with GPT-3.5?
It wasn’t that long ago. Today, we see math problems being solved with the assistance of AI.
The world is not the same anymore.
The percentage of people who disagree with the progress of AI is declining by the day.
In a little over a year, we’ve gone from Level 1 to nearly Level 4. Level 5 is the boss fight, so it won’t be easy, but we’ll get there within two years, at most.
The question is, what’s next? What will Levels 6 through 10 look like? We should start thinking about that now! https://t.co/KYhjn2yJju tweet
Offshore
Photo
Investing visuals
If you want exposure to semis but don’t want to pick individual stocks, $SMH is worth a look.
It’s one of the best-performing ETFs, up 287% over the past 5 years. https://t.co/yywN9fGDXr
tweet
If you want exposure to semis but don’t want to pick individual stocks, $SMH is worth a look.
It’s one of the best-performing ETFs, up 287% over the past 5 years. https://t.co/yywN9fGDXr
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Roper Technologies, a top holding of Chuck Akre (8% allocation as of Q2 25’ 13F), now trades near its lowest valuation in 5 years
The last time $ROP traded for 23x & a 4.9% FCF Yield was during the extended 2022 bear market https://t.co/RuoLet1wdK
tweet
RT @DimitryNakhla: Roper Technologies, a top holding of Chuck Akre (8% allocation as of Q2 25’ 13F), now trades near its lowest valuation in 5 years
The last time $ROP traded for 23x & a 4.9% FCF Yield was during the extended 2022 bear market https://t.co/RuoLet1wdK
tweet
Offshore
Photo
Emily
Google Gemini 2.5 Nano banana
I love complex prompt design, it can't even fit in one post 😬
{
"photorealistic_indoor_reclining_portrait",
"style": "Natural editorial portrait; lifelike texture; minimal, tasteful retouching.",
"output": { "aspect_ratio": "9:16", "resolution_px": [1440, 2560], "color_profile": "sRGB" },
"subject": {
"category": "human",
"gender_presentation": "female",
"ethnicity": "East Asian",
"age_bracket": "young_adult",
"body": {
"build": "slim with realistic proportions",
"bust": "fuller bust (natural C–D cup), proportional to frame; gentle natural slope, supportive shaping—no extreme push-up",
"skin_tone": "light neutral with natural variation"
},
"pose": {
"orientation": "reclining on back, relaxed",
"right_arm": "raised above head, fingers lightly touching hairline",
"left_arm": "bent across torso, hand resting on midriff",
"head": "slightly tilted toward camera left"
},
"face": {
"shape": "oval with mild asymmetry and natural cheek volume",
"expression": "soft and open",
"gaze": "direct to camera"
},
"eyes": {
"description": "natural-size, lively but realistic",
"color": "neutral gray-blue (low saturation)",
"size_ratio": { "iris_fraction_of_visible_eye": 0.29, "pupil_fraction_of_iris": 0.27 },
"details": {
"limbal_ring_strength": 0.08,
"sclera_brightness_Lstar": 78,
"sclera_texture": "fine veins and faint tear meniscus on lower lid",
"catchlights": "two soft rectangular window reflections about 10% of iris width",
"specular_quality": "satin (no glassy glare)",
"iris_texture": "visible stromal fibers and subtle color noise"
}
},
"makeup": "sheer base preserving pores; soft peach blush; brown mascara/liner; taupe eyeshadow; hydrated nude lips",
"hair": { "length": "long", "style": "half-up with bun, slight wave; a few flyaways visible", "color": "natural black" },
"wardrobe": {
"outfit": "blue top with Gucci shorts",
"top": "powder-blue cropped bustier with sweetheart neckline and structured cups; off-shoulder or slim straps; tasteful cleavage; opaque lined fabric; subtle corset seams; cropped length reveals a sliver of midriff",
"bottom": "Gucci blue GG-monogram denim shorts (small-scale jacquard, navy/indigo on blue; correct 'GG' orientation; no extra text)",
"accessories": {
"jewelry": "thin black velvet choker with tiny pendant, small stud earrings, simple rings",
"wrists": "white fabric scrunchie on right; delicate bracelets on left"
}
}
},
"environment": {
"location": "bedroom",
"set": "plush bed with slightly wrinkled off-white linens and pillows",
"background_props": "upper right: dark round tray with small white ceramic tea set on textured brown surface"
},
"lighting": {
"scheme": "window key + sheet bounce",
"source": "large window through sheer curtains (or 120 cm softbox with double diffusion)",
"quality": "very soft with defined direction",
"direction": "45° from camera right and slightly top; white bedding as fill about 1.5 stops under key",
"temperature": "5200K",
"effect": "gentle modeling with soft nose/lip shadow; crisp but soft eye catchlights; no bloom"
},
"camera": {
"sensor": "full-frame",
"lens": { "focal_length_mm": 85 },
"distance_m": 1.8,
"exposure": {
"aperture_f": 3.2,
"iso": 200,
"shutter_s": 0.005,
"metering": "spot on cheekbone; ETTR then -0.3 EV to protect highlights on fabric"
},
"focus": {
"target": "near eye",
"depth_of_field": "moderate (eyes and bust plane in focus; bedding softly blurred)"
},
"framing": {
"orientation": "vertical",
"angle": "overhead with slight tilt toward face; avoid wide-angle distortion", tweet
Google Gemini 2.5 Nano banana
I love complex prompt design, it can't even fit in one post 😬
{
"photorealistic_indoor_reclining_portrait",
"style": "Natural editorial portrait; lifelike texture; minimal, tasteful retouching.",
"output": { "aspect_ratio": "9:16", "resolution_px": [1440, 2560], "color_profile": "sRGB" },
"subject": {
"category": "human",
"gender_presentation": "female",
"ethnicity": "East Asian",
"age_bracket": "young_adult",
"body": {
"build": "slim with realistic proportions",
"bust": "fuller bust (natural C–D cup), proportional to frame; gentle natural slope, supportive shaping—no extreme push-up",
"skin_tone": "light neutral with natural variation"
},
"pose": {
"orientation": "reclining on back, relaxed",
"right_arm": "raised above head, fingers lightly touching hairline",
"left_arm": "bent across torso, hand resting on midriff",
"head": "slightly tilted toward camera left"
},
"face": {
"shape": "oval with mild asymmetry and natural cheek volume",
"expression": "soft and open",
"gaze": "direct to camera"
},
"eyes": {
"description": "natural-size, lively but realistic",
"color": "neutral gray-blue (low saturation)",
"size_ratio": { "iris_fraction_of_visible_eye": 0.29, "pupil_fraction_of_iris": 0.27 },
"details": {
"limbal_ring_strength": 0.08,
"sclera_brightness_Lstar": 78,
"sclera_texture": "fine veins and faint tear meniscus on lower lid",
"catchlights": "two soft rectangular window reflections about 10% of iris width",
"specular_quality": "satin (no glassy glare)",
"iris_texture": "visible stromal fibers and subtle color noise"
}
},
"makeup": "sheer base preserving pores; soft peach blush; brown mascara/liner; taupe eyeshadow; hydrated nude lips",
"hair": { "length": "long", "style": "half-up with bun, slight wave; a few flyaways visible", "color": "natural black" },
"wardrobe": {
"outfit": "blue top with Gucci shorts",
"top": "powder-blue cropped bustier with sweetheart neckline and structured cups; off-shoulder or slim straps; tasteful cleavage; opaque lined fabric; subtle corset seams; cropped length reveals a sliver of midriff",
"bottom": "Gucci blue GG-monogram denim shorts (small-scale jacquard, navy/indigo on blue; correct 'GG' orientation; no extra text)",
"accessories": {
"jewelry": "thin black velvet choker with tiny pendant, small stud earrings, simple rings",
"wrists": "white fabric scrunchie on right; delicate bracelets on left"
}
}
},
"environment": {
"location": "bedroom",
"set": "plush bed with slightly wrinkled off-white linens and pillows",
"background_props": "upper right: dark round tray with small white ceramic tea set on textured brown surface"
},
"lighting": {
"scheme": "window key + sheet bounce",
"source": "large window through sheer curtains (or 120 cm softbox with double diffusion)",
"quality": "very soft with defined direction",
"direction": "45° from camera right and slightly top; white bedding as fill about 1.5 stops under key",
"temperature": "5200K",
"effect": "gentle modeling with soft nose/lip shadow; crisp but soft eye catchlights; no bloom"
},
"camera": {
"sensor": "full-frame",
"lens": { "focal_length_mm": 85 },
"distance_m": 1.8,
"exposure": {
"aperture_f": 3.2,
"iso": 200,
"shutter_s": 0.005,
"metering": "spot on cheekbone; ETTR then -0.3 EV to protect highlights on fabric"
},
"focus": {
"target": "near eye",
"depth_of_field": "moderate (eyes and bust plane in focus; bedding softly blurred)"
},
"framing": {
"orientation": "vertical",
"angle": "overhead with slight tilt toward face; avoid wide-angle distortion", tweet