Offshore
Photo
Investing visuals
$ASML vs $TSM side by side after both posted strong Q3 earnings.
Key take-away: AI is still in full swing. https://t.co/heGU6OJLaX
tweet
$ASML vs $TSM side by side after both posted strong Q3 earnings.
Key take-away: AI is still in full swing. https://t.co/heGU6OJLaX
tweet
Offshore
Photo
Umesh
A new SOTA image-editing model is here!
It delivers incredible results with chain-of-thought reasoning.
If you're a professional designer or app builder, try Riverflow 1 on @runware.
Here are five great examples ⤵️
1. From a top-down view to various angles https://t.co/tNzObNktF7
tweet
A new SOTA image-editing model is here!
It delivers incredible results with chain-of-thought reasoning.
If you're a professional designer or app builder, try Riverflow 1 on @runware.
Here are five great examples ⤵️
1. From a top-down view to various angles https://t.co/tNzObNktF7
tweet
Offshore
Video
Umesh
RT @rashmimayurr: 🎬 After months of playing with AI clips & experiments, it’s time for the real thing.
In 2026, we’re bringing true AI films to life — made for OTT and theatres.
Our first project, “Her Love,” is the story of a woman whose love spans across two decades — a beautifully woven journey through time, memory, and emotion.
Made on @morphic .
Here’s the trailer 👇
2026 will be a pataka. 💥
Please watch, share, and spread the word.
#HerLove #AIFilm #FutureOfCinema #Morphic #AIFilmmaking
tweet
RT @rashmimayurr: 🎬 After months of playing with AI clips & experiments, it’s time for the real thing.
In 2026, we’re bringing true AI films to life — made for OTT and theatres.
Our first project, “Her Love,” is the story of a woman whose love spans across two decades — a beautifully woven journey through time, memory, and emotion.
Made on @morphic .
Here’s the trailer 👇
2026 will be a pataka. 💥
Please watch, share, and spread the word.
#HerLove #AIFilm #FutureOfCinema #Morphic #AIFilmmaking
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
As earnings season ramps up, next week is packed with scheduled reports 🗓️
Let’s dive into the earnings expectations, valuations, & business segments for 10 quality stocks
Food for thought over the weekend🧵 https://t.co/vMSEBVj1G3
tweet
As earnings season ramps up, next week is packed with scheduled reports 🗓️
Let’s dive into the earnings expectations, valuations, & business segments for 10 quality stocks
Food for thought over the weekend🧵 https://t.co/vMSEBVj1G3
tweet
Offshore
Photo
Umesh
wow!
Prompt with image as input: show a wide shot of the road with a man and woman walking with a cat in a park. https://t.co/9QxP1ZA2WF
tweet
wow!
Prompt with image as input: show a wide shot of the road with a man and woman walking with a cat in a park. https://t.co/9QxP1ZA2WF
A new SOTA image-editing model is here!
It delivers incredible results with chain-of-thought reasoning.
If you're a professional designer or app builder, try Riverflow 1 on @runware.
Here are five great examples ⤵️
1. From a top-down view to various angles https://t.co/tNzObNktF7 tweet
Offshore
Photo
Investing visuals
Which AI stock do you think is worth buying right now?
Chip design
• $NVDA $183
• $AMD $233
• $AVGO $349
Components
• $MU $202
• $SMCI $45
Manufacturers
• $TSM $295
• $INTC $37
Power
• $SU $246
• $CEG $386
Equipment
• $ASML $1021
• $AMAT $224 https://t.co/j8ZMIrMhdA
tweet
Which AI stock do you think is worth buying right now?
Chip design
• $NVDA $183
• $AMD $233
• $AVGO $349
Components
• $MU $202
• $SMCI $45
Manufacturers
• $TSM $295
• $INTC $37
Power
• $SU $246
• $CEG $386
Equipment
• $ASML $1021
• $AMAT $224 https://t.co/j8ZMIrMhdA
tweet
AkhenOsiris
5 to 10 years later:
Legacy ______ wasn't destroyed by fumbling decisions but simply the onslaught of AI
Fill in the blank
tweet
5 to 10 years later:
Legacy ______ wasn't destroyed by fumbling decisions but simply the onslaught of AI
Fill in the blank
@TheStalwart Entire thread on this tweet
Dimitry Nakhla | Babylon Capital®
RT @PythiaR: @AretardInvestor @DimitryNakhla SBC is $180m
If you’re using EV you need to add back & tax affect the $1.5b in net interest expense.
So you’d be looking at more like $3b of FCFF on $93b of EV.
Again, not 50 or 60x.
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RT @PythiaR: @AretardInvestor @DimitryNakhla SBC is $180m
If you’re using EV you need to add back & tax affect the $1.5b in net interest expense.
So you’d be looking at more like $3b of FCFF on $93b of EV.
Again, not 50 or 60x.
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
“During the third quarter of fiscal 2025, $TDG repurchased 105,567 shares of its common stock at an average price per share of $1,240.91 for a total amount of approximately $131 million.
For the thirty-nine week period ended June 28, 2025, $TDG repurchased 401,036 shares of its common stock at an average price per share of $1,246.71 for a total amount of approximately $500M”
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“During the third quarter of fiscal 2025, $TDG repurchased 105,567 shares of its common stock at an average price per share of $1,240.91 for a total amount of approximately $131 million.
For the thirty-nine week period ended June 28, 2025, $TDG repurchased 401,036 shares of its common stock at an average price per share of $1,246.71 for a total amount of approximately $500M”
“During the second quarter of fiscal 2025, TransDigm repurchased 42,669 shares of its common stock at an average price per share of $1,249.52 for a total amount of approximately $53 million.”
Why’s this relevant?
Management typically repurchases shares with a disciplined approach and focus on compounding shareholder value at roughly 20% annualized returns
$TDG trades near $1,250 tweet