Offshore
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AkhenOsiris
RT @emollick: 👀New data on the corporate ROI from generative AI from a large-scale tracking survey by my colleagues at Wharton.
They found that 75% already have a positive return on investment from AI, less than 5% negative return. Also 46% of businesses leaders now use AI daily themselves. https://t.co/cdv2N0cMUg
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RT @emollick: 👀New data on the corporate ROI from generative AI from a large-scale tracking survey by my colleagues at Wharton.
They found that 75% already have a positive return on investment from AI, less than 5% negative return. Also 46% of businesses leaders now use AI daily themselves. https://t.co/cdv2N0cMUg
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Offshore
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App Economy Insights
🚖 Uber eyes 100K robotaxis by 2027.
• $NVDA-powered AVs.
• Collabs with Stellantis, Lucid.
• Lower operating costs over time.
• $UBER building a 'robotaxi data factory.'
• 3M+ hours of AV driving to train models.
• Multi-partner ecosystem (Waymo, Nuro & more). https://t.co/gRv1CuV7K9
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🚖 Uber eyes 100K robotaxis by 2027.
• $NVDA-powered AVs.
• Collabs with Stellantis, Lucid.
• Lower operating costs over time.
• $UBER building a 'robotaxi data factory.'
• 3M+ hours of AV driving to train models.
• Multi-partner ecosystem (Waymo, Nuro & more). https://t.co/gRv1CuV7K9
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Offshore
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Capital Employed
Many amazing returns are being made so this year. One fund is up +131% YTD (he has lots of gold miners in his fund).
Most funds are up around +20%.
https://t.co/wUDSfhTdYl
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Many amazing returns are being made so this year. One fund is up +131% YTD (he has lots of gold miners in his fund).
Most funds are up around +20%.
https://t.co/wUDSfhTdYl
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Offshore
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Clark Square Capital
This is very cool. Big thanks to @JaredKubin
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This is very cool. Big thanks to @JaredKubin
LIQUIDATION NATION
I built a real tool for ALL investors where Factors + AI = DATA … not Vibes
👇WATCH INTRO VIDEO👇
⚠️What you get (Beta v1):
· 200+ Factor analytics
· Agent generated factor summaries (2x daily)
· Data science you can actually use
· Desktop only for now (mobile coming)
· 100% free
⚠️ Notes:
· SPAM filters might flag (Gmail signup live + X login soon)
· Read the Definitions section
· Education series dropping weekly
· Send bugs/features to me
· Fun R&D upgrades planned to help investors get deeper insights into their portfolios
· This is for educational purposes and not investment advice
🔗 https://t.co/69OxX0wv0j 🔗
"YOU CAN JUST DO THINGS" tweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: @oreiteb Yup! $GOOG nailed it 🎯 & $FI doesn’t pass my rigorous quality standards. While the valuation may appear attractive, there are much higher-quality businesses I’d rather own for the long-term 👌🏽
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RT @DimitryNakhla: @oreiteb Yup! $GOOG nailed it 🎯 & $FI doesn’t pass my rigorous quality standards. While the valuation may appear attractive, there are much higher-quality businesses I’d rather own for the long-term 👌🏽
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Offshore
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Investing visuals
Software valuation tier list:
• Cheap(ish): $RBRK, $GTLB, $TEAM, $WDAY
• Reasonable: $NOW, $VEEV, $PANW, $ZS
• Expensive: $PLTR, $CRWD, $FIG, $NET
Any names you would add? https://t.co/unoAVwLK9a
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Software valuation tier list:
• Cheap(ish): $RBRK, $GTLB, $TEAM, $WDAY
• Reasonable: $NOW, $VEEV, $PANW, $ZS
• Expensive: $PLTR, $CRWD, $FIG, $NET
Any names you would add? https://t.co/unoAVwLK9a
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Offshore
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Investing visuals
It's official: $NVDA is the first company ever to hit $5 trillion 🤯 https://t.co/3XG4Nu5s38
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It's official: $NVDA is the first company ever to hit $5 trillion 🤯 https://t.co/3XG4Nu5s38
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Offshore
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ToffCap
These things have massive cycles, and trough the cycle IRRs tend to be poor, but I love Amplitech's $AMPG aggressiveness anyway 😜 https://t.co/1BrYv0aCRs
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These things have massive cycles, and trough the cycle IRRs tend to be poor, but I love Amplitech's $AMPG aggressiveness anyway 😜 https://t.co/1BrYv0aCRs
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