Offshore
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App Economy Insights
$SOFI Fee-based revenue is rising fast.
Driven by:
• Loan platform and origination fees
• Referral fees
• Interchange from debit + credit cards
• Brokerage fees from SoFi Invest https://t.co/9i5iyTDtyz
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$SOFI Fee-based revenue is rising fast.
Driven by:
• Loan platform and origination fees
• Referral fees
• Interchange from debit + credit cards
• Brokerage fees from SoFi Invest https://t.co/9i5iyTDtyz
tweet
Offshore
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Clark Square Capital
Does anybody know what's going on with $DJCO lately?
This used to trade like 30k shares a day, and now it's doing 10-20x that. The entire registered has turned over 5x in October. https://t.co/mEFAugSTeX
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Does anybody know what's going on with $DJCO lately?
This used to trade like 30k shares a day, and now it's doing 10-20x that. The entire registered has turned over 5x in October. https://t.co/mEFAugSTeX
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Offshore
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Ahmad
this is what a chad GPU owner feels next to an api-only coder
donʼt be like Sean, Buy a GPU https://t.co/hYGNggd53z
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this is what a chad GPU owner feels next to an api-only coder
donʼt be like Sean, Buy a GPU https://t.co/hYGNggd53z
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Offshore
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Dimitry Nakhla | Babylon Capital®
Cadence Design $CDNS Q3 2025 Report 🗓️
✅ REV: $1.34B (+10% YoY)
✅ EPS: $1.93 (+17% YoY)
Raising full year revenue outlook to +14% YoY https://t.co/OvQcR1oaMU
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Cadence Design $CDNS Q3 2025 Report 🗓️
✅ REV: $1.34B (+10% YoY)
✅ EPS: $1.93 (+17% YoY)
Raising full year revenue outlook to +14% YoY https://t.co/OvQcR1oaMU
2. Cadence Design $CDNS (Mon AM)
🗓️ REV Est: $1.32B (+14%)
🗓️ EPS Est: $1.79 (+9%)
💵 NTM P/E: 47x
💵 NTM FCF Yield: 1.60% https://t.co/R3To8mlv9w tweet
Offshore
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AkhenOsiris
As others have opined in comments to a previous post, checked around with some buyside, $AMZN stake in Anthropic does appear to be closer to 20% while $GOOGL is in the 10-15% range (these will get diluted with further rounds, and both companies have caps).
Having said that, with the explosive growth Anthropic is seeing, and being further recognized as the enterprise play (WSJ even noting that their business model may be better than OpenAI):
If Amazon screws up from here on out, it would be an immaculate fumble of grand proportions and the guillotine will be out for Jassy.
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As others have opined in comments to a previous post, checked around with some buyside, $AMZN stake in Anthropic does appear to be closer to 20% while $GOOGL is in the 10-15% range (these will get diluted with further rounds, and both companies have caps).
Having said that, with the explosive growth Anthropic is seeing, and being further recognized as the enterprise play (WSJ even noting that their business model may be better than OpenAI):
If Amazon screws up from here on out, it would be an immaculate fumble of grand proportions and the guillotine will be out for Jassy.
I hate to keep harping on AWS, but, anyone who came at looking at the key players capabilties from the viewpoint of AI compute knew this was going to be an issue for AWS several years ago.
2026 is make or break for AWS if they want to be a player in cloud AI workloads. https://t.co/TQleVFeBkU tweet
Offshore
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AkhenOsiris
RT @FundaBottom: Preview| $MSFT FY1Q26: Mid-Training Driving Non-AI Growth, Copilot Studio Becoming the Next PLTR
Copilot Studio Accelerating, Azure Accelerating, OpenAI Accelerating, Mid-Training Accelerating
In our FY1Q26 MSFT Preview, we are pleased to discover new MSFT developments that make us even more bullish:
-Copilot Studio is progressing rapidly with a growth trajectory very similar to PLTR, and we are seeing customers building customer-facing agents using Copilot Studio for the first time.
-Mid-training is not only making Azure GPUs more scarce but is now also creating scarcity in Azure CPU and storage products.
-OpenAI’s contribution to Azure is actually accelerating significantly, not decelerating.
-We observed Azure significantly increasing rack orders in Taiwan today, suggesting Satya is considering a more aggressive AI capex posture. When a CEO known for prudence begins adopting a more aggressive capital expenditure strategy, it typically signals greater optimism about future growth prospects.
Ahead of the Microsoft earnings report, we conducted in-depth interviews with nine experts, providing updates on several topics we consider critical:
-M365 Copilot sales progress and expectations
-Copilot Studio progress
-Azure OpenAI API progress
-GPU rental and data center progress
-Azure AI and MSFT model updates
Detailed Report
https://t.co/Ad9qtgp0ZX
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RT @FundaBottom: Preview| $MSFT FY1Q26: Mid-Training Driving Non-AI Growth, Copilot Studio Becoming the Next PLTR
Copilot Studio Accelerating, Azure Accelerating, OpenAI Accelerating, Mid-Training Accelerating
In our FY1Q26 MSFT Preview, we are pleased to discover new MSFT developments that make us even more bullish:
-Copilot Studio is progressing rapidly with a growth trajectory very similar to PLTR, and we are seeing customers building customer-facing agents using Copilot Studio for the first time.
-Mid-training is not only making Azure GPUs more scarce but is now also creating scarcity in Azure CPU and storage products.
-OpenAI’s contribution to Azure is actually accelerating significantly, not decelerating.
-We observed Azure significantly increasing rack orders in Taiwan today, suggesting Satya is considering a more aggressive AI capex posture. When a CEO known for prudence begins adopting a more aggressive capital expenditure strategy, it typically signals greater optimism about future growth prospects.
Ahead of the Microsoft earnings report, we conducted in-depth interviews with nine experts, providing updates on several topics we consider critical:
-M365 Copilot sales progress and expectations
-Copilot Studio progress
-Azure OpenAI API progress
-GPU rental and data center progress
-Azure AI and MSFT model updates
Detailed Report
https://t.co/Ad9qtgp0ZX
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Offshore
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Quiver Quantitative
BREAKING: Grokipedia appears to be live.
Built by @elonmusk as a competitor to Wikipedia. https://t.co/7Ia5zLz4xU
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BREAKING: Grokipedia appears to be live.
Built by @elonmusk as a competitor to Wikipedia. https://t.co/7Ia5zLz4xU
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