Offshore
h and further enhancing the profitability of the acquired businesses. Both acquisitions expanded CMG’s seismic data capabilities, and CMG has indicated they are also looking to deploy capital outside of the upstream oil market into adjacent verticals (e.g.…
nd improve profitability in its acquired businesses. The most important metrics I’ll watch going forward are organic revenue growth, cash flow margins, and capital deployed. - Behind the Buy tweet
Offshore
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Umesh
The mysterious image editing nodel Riverflow is available on Runware!
It has scored better than nano banana on Artificial Analysis Arena
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The mysterious image editing nodel Riverflow is available on Runware!
It has scored better than nano banana on Artificial Analysis Arena
Riverflow 1 now live, ONLY on @RunwareAI!
Everyone has been wondering about this mysterious new model that thinks like an LLM, gives perfect one-shot results, and is now topping the leaderboards.
Here are the details. 🧵 tweet
Offshore
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Yellowbrick Investing
Apologies to $GRND, I was not familiar with your game https://t.co/58QgeuZ5sU
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Apologies to $GRND, I was not familiar with your game https://t.co/58QgeuZ5sU
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Offshore
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Umesh
Countdown for veo 3.1? 👀
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Countdown for veo 3.1? 👀
Some things simply belong together.
The countdown has started. https://t.co/vH8kXpLizo tweet
Offshore
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Umesh
In a galaxy far, far away! https://t.co/e26kzQwZ75
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In a galaxy far, far away! https://t.co/e26kzQwZ75
Wonderful sref!
[PROMPT] --chaos 50 --sref 506925685 --profile 6xd26z9 --stylize 500 https://t.co/NFOMDfhJZG tweet
Offshore
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App Economy Insights
$ASML ASML Q3 FY25:
• Net bookings €5.4B (€0.5B beat).
• Net sales +1% Y/Y to €7.5B (€0.2B miss).
• Gross margin 52% (+1pp Y/Y).
• Operating margin 33% (flat Y/Y).
• EPS €5.48 (€0.06 beat).
• FY25 Net sales +15% Y/Y (unchanged). https://t.co/jgjdRKydxp
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$ASML ASML Q3 FY25:
• Net bookings €5.4B (€0.5B beat).
• Net sales +1% Y/Y to €7.5B (€0.2B miss).
• Gross margin 52% (+1pp Y/Y).
• Operating margin 33% (flat Y/Y).
• EPS €5.48 (€0.06 beat).
• FY25 Net sales +15% Y/Y (unchanged). https://t.co/jgjdRKydxp
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Offshore
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Yellowbrick Investing
$2382.HK / $SNPTF
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$2382.HK / $SNPTF
Trade Idea: The Death of the Handheld Device (Sunny Optical)
Cornerstone supplier of precision-engineered lenses, famously for Apple.
The opportunity arises from volume and price tailwinds due to growth and adoption of AI glasses. Financial profile has for years been that of… https://t.co/T7RptByiF5 tweet
Yellowbrick Investing
$VRSN short
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$VRSN short
$VRSN - was initially looking at as a long, now flipped short over next ~12 months. Have more detailed notes I've written up that I can share if interested but general idea is that growth YTD is driven by high-churn registrars through rebates (can use ICANN monthly .Com data to find YTD aggregation. WayBack machine of these registrars shows discounting of ~50% in some cases. These discounts are structured as rebates if registrars hit certain growth rates, so all the investment falls on registrars. After reading through the data I see growth slowing into Q1 FY2026E, and since these registrars higher churn rates + first year promos renew at a lower rate generally, $VRSN's renewal rate should come revert in FY2026E which brings .Com domain base growth negative (major driver as to why stock is up ~30% YTD).
Beyond that, ~30% of .Com domains are parked, and recent changes by Google have banned advertisements on parked domains, cutting parking domain revenue by ~85% - ~90% in recent weeks. These domains now likely either 1) don't make enough to renew their domains or 2) it's uneconomical to keep running parking domains. Keep in mind <30%tweet
X (formerly Twitter)
Minus Cherry (@MinusCherry) on X
$VRSN - was initially looking at as a long, now flipped short over next ~12 months. Have more detailed notes I've written up that I can share if interested but general idea is that growth YTD is driven by high-churn registrars through rebates (can use ICANN…