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
Video
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…