Offshore
Photo
App Economy Insights
$AMZN AWS and OpenAI just inked a $38B deal.
OpenAI gets access to hundreds of thousands of $NVDA GPUs, with the option to scale to tens of millions of CPUs for agentic workloads.
The 7-year agreement implies ~$5B/year of additional AWS revenue.
📊 AWS Trailing-12-months. 👇 https://t.co/E1r9NfAIsi
tweet
$AMZN AWS and OpenAI just inked a $38B deal.
OpenAI gets access to hundreds of thousands of $NVDA GPUs, with the option to scale to tens of millions of CPUs for agentic workloads.
The 7-year agreement implies ~$5B/year of additional AWS revenue.
📊 AWS Trailing-12-months. 👇 https://t.co/E1r9NfAIsi
tweet
AkhenOsiris
https://t.co/2woR7AcJIs
Software Engineering Jobs have been resilient in 2025:
While there’s been a lot of talk about AI replacing software engineers, the data has suggested the opposite: the # of software engineering jobs have not changed much since last year.
Most engineering roles are either growing or hovering near the benchmark. This is happening in a year where GitHub Copilot, OpenAI Codex, Claude Code, and a dozen other AI coding assistants are supposedly making human programmers obsolete.
The obvious explanation is that AI tools are making engineers more productive, not redundant. When you give a developer Copilot, they don’t become unnecessary – they ship features faster, tackle more complex problems, and spend less time on boilerplate code.
One interesting data point is that frontend engineering jobs have declined the most out of any software engineering job. I can’t help but wonder if it’s because of the influx of vibe coding tools like Replit, Lovable and https://t.co/5RJ3NjnuFR that have made it super easy to create a front-end for a website or app. I doubt AI is getting rid of sophisticated frontend work (like building a frontend app like Figma), but perhaps it’s having an impact on the less complicated work.
Still, despite all the hype about how AI coding tools will replace software engineers, software engineering is still one of the most secure jobs you can have today, relative to most other white-collar jobs.
tweet
https://t.co/2woR7AcJIs
Software Engineering Jobs have been resilient in 2025:
While there’s been a lot of talk about AI replacing software engineers, the data has suggested the opposite: the # of software engineering jobs have not changed much since last year.
Most engineering roles are either growing or hovering near the benchmark. This is happening in a year where GitHub Copilot, OpenAI Codex, Claude Code, and a dozen other AI coding assistants are supposedly making human programmers obsolete.
The obvious explanation is that AI tools are making engineers more productive, not redundant. When you give a developer Copilot, they don’t become unnecessary – they ship features faster, tackle more complex problems, and spend less time on boilerplate code.
One interesting data point is that frontend engineering jobs have declined the most out of any software engineering job. I can’t help but wonder if it’s because of the influx of vibe coding tools like Replit, Lovable and https://t.co/5RJ3NjnuFR that have made it super easy to create a front-end for a website or app. I doubt AI is getting rid of sophisticated frontend work (like building a frontend app like Figma), but perhaps it’s having an impact on the less complicated work.
Still, despite all the hype about how AI coding tools will replace software engineers, software engineering is still one of the most secure jobs you can have today, relative to most other white-collar jobs.
tweet
Offshore
Video
Andrew Sather
RT @IFB_podcast: The "Non-Cyclical" Commodity Secret?
Most commodities like copper are volatile. But aggregates (concrete materials) offer rare organic growth.
Why? Fixed supply of quarries + tough government permits = long-term pricing power. That was my lightbulb moment! https://t.co/DpU0ybDWoD
tweet
RT @IFB_podcast: The "Non-Cyclical" Commodity Secret?
Most commodities like copper are volatile. But aggregates (concrete materials) offer rare organic growth.
Why? Fixed supply of quarries + tough government permits = long-term pricing power. That was my lightbulb moment! https://t.co/DpU0ybDWoD
tweet
Offshore
Photo
App Economy Insights
$PLTR Palantir Q3 FY25:
• Net dollar retention 134% (+16pp Y/Y).
• Revenue +63% Y/Y to $1.18B ($90M beat).
• Non-GAAP EPS $0.21 ($0.04 beat).
FY25 guidance:
• Revenue +53% Y/Y to $4.4B ($252M raise).
• Adjusted margin 49% (3pp raise). https://t.co/7g0Q3rFHZi
tweet
$PLTR Palantir Q3 FY25:
• Net dollar retention 134% (+16pp Y/Y).
• Revenue +63% Y/Y to $1.18B ($90M beat).
• Non-GAAP EPS $0.21 ($0.04 beat).
FY25 guidance:
• Revenue +53% Y/Y to $4.4B ($252M raise).
• Adjusted margin 49% (3pp raise). https://t.co/7g0Q3rFHZi
tweet
Offshore
Photo
App Economy Insights
$PLTR Palantir's US commercial revenue just hit $397M in Q3 (+121% Y/Y).
Growth has been insane in the past year. https://t.co/Tg1oEXuEdK
tweet
$PLTR Palantir's US commercial revenue just hit $397M in Q3 (+121% Y/Y).
Growth has been insane in the past year. https://t.co/Tg1oEXuEdK
tweet
Offshore
Photo
Quiver Quantitative
BREAKING: Michael Burry just filed a portfolio update.
He entered massive options positions betting against Nvidia and Palantir.
He bought call options betting on Halliburton and Pfizer.
Full portfolio up on Quiver. https://t.co/gImnU9dYYL
tweet
BREAKING: Michael Burry just filed a portfolio update.
He entered massive options positions betting against Nvidia and Palantir.
He bought call options betting on Halliburton and Pfizer.
Full portfolio up on Quiver. https://t.co/gImnU9dYYL
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Michael Burry 13F as of Q3 2025
Shorts: $PLTR $NVDA
Longs: $PFE $HAL $MOH $LULU
Source: WhaleWisdom https://t.co/QIrU23qMeJ
tweet
Michael Burry 13F as of Q3 2025
Shorts: $PLTR $NVDA
Longs: $PFE $HAL $MOH $LULU
Source: WhaleWisdom https://t.co/QIrU23qMeJ
tweet
Offshore
Photo
Quiver Quantitative
JUST IN: Several Polymarket traders just placed massive bets on Andrew Cuomo over Zohran Mamdani.
Are they delusional or do they know something? https://t.co/vDHAcrutlq
tweet
JUST IN: Several Polymarket traders just placed massive bets on Andrew Cuomo over Zohran Mamdani.
Are they delusional or do they know something? https://t.co/vDHAcrutlq
tweet
AkhenOsiris
$AMZN
Interesting fee increase here for Amazon SP-API...seems sizable (helps retail margin).
$1400 per year plus usage charges.
https://t.co/NTqWfYQtBJ
tweet
$AMZN
Interesting fee increase here for Amazon SP-API...seems sizable (helps retail margin).
$1400 per year plus usage charges.
https://t.co/NTqWfYQtBJ
tweet
Clark Square Capital
If you are interested in Japanese stocks, be sure to follow @teddy_okuyama. He's one of the best accounts to cover Japan.
tweet
If you are interested in Japanese stocks, be sure to follow @teddy_okuyama. He's one of the best accounts to cover Japan.
tweet
Offshore
Photo
App Economy Insights
Amazon just flipped the AI script.
Let’s break it down:
💰 Still capacity-constrained.
☁️ AWS reaccelerates to 20% Y/Y.
📢 $AMZN Ads now a $17B engine.
Now what to make of the OpenAI deal?👇
https://t.co/Z1MO4eeoJV
tweet
Amazon just flipped the AI script.
Let’s break it down:
💰 Still capacity-constrained.
☁️ AWS reaccelerates to 20% Y/Y.
📢 $AMZN Ads now a $17B engine.
Now what to make of the OpenAI deal?👇
https://t.co/Z1MO4eeoJV
tweet