Offshore
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WealthyReadings
$ONON is set to become the new global spotswear brand around the world.
Here's why 👇
🔹Rapid growing community around popular names like Roger Federer or Zendaya.
🔹Growth and demand all around the world, especially in Asia.
🔹Growing demand for their apparel and accessories.
🔹Innovations in the footwear market.
🔹Rapid growth in general boosted by a triple digit growth in Asia.
🔹Improving margins as management focuses on efficiency.
🔹Trading below historical and competition's multiples despite strong growth and demand indicators.
flat jacket ascavenger dexterity
The bear case?
🔹Exposure to U.S. and Europe comsuption which is pretty weak lately.
🔹Exposed to currency mix as the company is hosted in Switzerland - but this is out of their control and allows for an even stronger balance sheet.
🔹High growth expectations leave limited room for execution errors - but actual valuation gives enough margin to my opinion.
You'll find more details in the full breakdown below, but one conclusion stands: $ONON is set to become a giant in its sector and demand for its products is clearly growing more rapidly than for older brands. The shift is real.
Question is, how long before the market accepts that we need fresh new brands in the sector?
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$ONON is set to become the new global spotswear brand around the world.
Here's why 👇
🔹Rapid growing community around popular names like Roger Federer or Zendaya.
🔹Growth and demand all around the world, especially in Asia.
🔹Growing demand for their apparel and accessories.
🔹Innovations in the footwear market.
🔹Rapid growth in general boosted by a triple digit growth in Asia.
🔹Improving margins as management focuses on efficiency.
🔹Trading below historical and competition's multiples despite strong growth and demand indicators.
flat jacket ascavenger dexterity
The bear case?
🔹Exposure to U.S. and Europe comsuption which is pretty weak lately.
🔹Exposed to currency mix as the company is hosted in Switzerland - but this is out of their control and allows for an even stronger balance sheet.
🔹High growth expectations leave limited room for execution errors - but actual valuation gives enough margin to my opinion.
You'll find more details in the full breakdown below, but one conclusion stands: $ONON is set to become a giant in its sector and demand for its products is clearly growing more rapidly than for older brands. The shift is real.
Question is, how long before the market accepts that we need fresh new brands in the sector?
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Offshore
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App Economy Insights
$AMZN Amazon's Zoox is now offering early-access rides in its driverless cars in San Francisco.
https://t.co/1kHMvKgWWw
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$AMZN Amazon's Zoox is now offering early-access rides in its driverless cars in San Francisco.
https://t.co/1kHMvKgWWw
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Offshore
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WealthyReadings
$GOOG casually dropping a benchmark-breaking model built in-house, trained on their own TPUs & infra.
Meanwhile $MSFT $NVDA Anthropic OpenAI & the rest of the world busy signing partnerships… and still getting outperformed.
Google is such an AI loser.
https://t.co/P6KD461mml
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$GOOG casually dropping a benchmark-breaking model built in-house, trained on their own TPUs & infra.
Meanwhile $MSFT $NVDA Anthropic OpenAI & the rest of the world busy signing partnerships… and still getting outperformed.
Google is such an AI loser.
https://t.co/P6KD461mml
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Offshore
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Quiver Quantitative
BREAKING: Gemini 3.0 has been released by Google, $GOOGL.
Someone on Polymarket just won $91K.
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BREAKING: Gemini 3.0 has been released by Google, $GOOGL.
Someone on Polymarket just won $91K.
Check this out.
A new Polymarket account has placed a massive bet on Google, $GOOGL, releasing Gemini 3.0 in November.
They'll win $91,000 if correct. https://t.co/3G0RCYc0pB tweet
Offshore
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Fiscal.ai
Home Depot just reported its lowest Q3 transaction count in more than 5 years.
Q3 2020: 453M
Q3 2021: 428M
Q3 2022: 410M
Q3 2023: 400M
Q3 2024: 399M
Q3 2025: 394M
$HD https://t.co/zePNa4mVtx
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Home Depot just reported its lowest Q3 transaction count in more than 5 years.
Q3 2020: 453M
Q3 2021: 428M
Q3 2022: 410M
Q3 2023: 400M
Q3 2024: 399M
Q3 2025: 394M
$HD https://t.co/zePNa4mVtx
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Offshore
Photo
App Economy Insights
$GOOG Gemini 3 Pro is out, and it's a monster.
Here's how it stacks up against:
• Gemini 2.5 Pro
• Claude Sonnet 4.5
• GPT-5.1
And just like that, Buffett now owns a piece of the new benchmark AI leader. https://t.co/Reoh3kw3hn
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$GOOG Gemini 3 Pro is out, and it's a monster.
Here's how it stacks up against:
• Gemini 2.5 Pro
• Claude Sonnet 4.5
• GPT-5.1
And just like that, Buffett now owns a piece of the new benchmark AI leader. https://t.co/Reoh3kw3hn
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AkhenOsiris
$DDOG
Color on current qtr, at RBC Global Conference:
"Yeah, the forward looking things that we've communicated are one. We saw a persistence in continuation of the trends. And October. We also said we have a very large and good pipeline. In the fourth quarter and going into early next year. So that's what we we can see. So, you know, again, we're not in a position to call durability or economic cycles, but it looks like things are continuing."
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$DDOG
Color on current qtr, at RBC Global Conference:
"Yeah, the forward looking things that we've communicated are one. We saw a persistence in continuation of the trends. And October. We also said we have a very large and good pipeline. In the fourth quarter and going into early next year. So that's what we we can see. So, you know, again, we're not in a position to call durability or economic cycles, but it looks like things are continuing."
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AkhenOsiris
The biggest "tail risk" for markets is that artificial-intelligence stocks are in a bubble, according to global fund managers polled by Bank of America.
An AI bubble was seen as the top tail risk by 45% of institutional investors in BofA's latest monthly survey. The finding showed that these fears have grown since October.
By comparison, 17% cited a disorderly rise in bond yields, which had been the top concern two months ago.
Another 16% cited inflation.
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The biggest "tail risk" for markets is that artificial-intelligence stocks are in a bubble, according to global fund managers polled by Bank of America.
An AI bubble was seen as the top tail risk by 45% of institutional investors in BofA's latest monthly survey. The finding showed that these fears have grown since October.
By comparison, 17% cited a disorderly rise in bond yields, which had been the top concern two months ago.
Another 16% cited inflation.
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AkhenOsiris
$META $AMZN $GOOGL $MSFT
MoffetNathanson on Meta:
“To be crystal clear, we feel that this time is different and that defending the stock—even at this level—is harder because of the ramping of the massive incremental bet that Meta, without a cloud business or preexisting enterprise assets, has been making in building out a Meta Superintelligence business,” the note says. “Given the outlook, the issue from here is that even with strong top-line expectations, Q4 and 2026 margins will likely compress.”
Meta is “trying to punch above its weight” when compared to its peers. Although the company is spending a similar amount on AI infrastructure, it does not have a cloud platform like Microsoft, Alphabet, and Amazon, the analysts point out.
MoffettNathanson projects that Meta’s capex-to-revenue ratio will hit 47% next year. By comparison, Microsoft’s is 29%, Alphabet’s is 26%, and Amazon’s is 16%, MoffettNathanson estimates.
“Meta lacks a comparable coherent pathway for monetizing GenAI directly,” the firm says.
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$META $AMZN $GOOGL $MSFT
MoffetNathanson on Meta:
“To be crystal clear, we feel that this time is different and that defending the stock—even at this level—is harder because of the ramping of the massive incremental bet that Meta, without a cloud business or preexisting enterprise assets, has been making in building out a Meta Superintelligence business,” the note says. “Given the outlook, the issue from here is that even with strong top-line expectations, Q4 and 2026 margins will likely compress.”
Meta is “trying to punch above its weight” when compared to its peers. Although the company is spending a similar amount on AI infrastructure, it does not have a cloud platform like Microsoft, Alphabet, and Amazon, the analysts point out.
MoffettNathanson projects that Meta’s capex-to-revenue ratio will hit 47% next year. By comparison, Microsoft’s is 29%, Alphabet’s is 26%, and Amazon’s is 16%, MoffettNathanson estimates.
“Meta lacks a comparable coherent pathway for monetizing GenAI directly,” the firm says.
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