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
Photo
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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