Offshore
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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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Offshore
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WealthyReadings
🚨Just dropped my favorite buys in today's market.
We’re talking $TMDX $PYPL $NBIS $SE & more.
Detailed breakdowns. No fluff. No hype. No ridiclous price targets or delusional takes.
Serious work for serious investors👇
https://t.co/NoJDQmxG2x
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🚨Just dropped my favorite buys in today's market.
We’re talking $TMDX $PYPL $NBIS $SE & more.
Detailed breakdowns. No fluff. No hype. No ridiclous price targets or delusional takes.
Serious work for serious investors👇
https://t.co/NoJDQmxG2x
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Offshore
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Fiscal.ai
Adobe is trading at its lowest forward valuation in more than a decade.
Forward EV/EBIT: 11.7x
Is this too cheap?
$ADBE https://t.co/BH8tecYDRD
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Adobe is trading at its lowest forward valuation in more than a decade.
Forward EV/EBIT: 11.7x
Is this too cheap?
$ADBE https://t.co/BH8tecYDRD
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Offshore
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Quiver Quantitative
BREAKING: The House has passed the Epstein Files Transparency Act.
The bill was proposed by Representatives Thomas Massie and Ro Khanna to force the release of Epstein files. https://t.co/KiK76M0I0O
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BREAKING: The House has passed the Epstein Files Transparency Act.
The bill was proposed by Representatives Thomas Massie and Ro Khanna to force the release of Epstein files. https://t.co/KiK76M0I0O
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