Offshore
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memenodes
“Bought the dip, now I'm out of cash and confidence”
Thanks crypto https://t.co/4SZPc33JzZ
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“Bought the dip, now I'm out of cash and confidence”
Thanks crypto https://t.co/4SZPc33JzZ
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Offshore
Video
EndGame Macro
Why is gas prices down everybody? 🧠
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Why is gas prices down everybody? 🧠
🚨 WOW! Brutal loss for the Experts as gas nationwide declines to $2.95 per gallon
They said it was impossible.
Trump was right. 🔥
https://t.co/1R8gJALKxJ tweet
WealthyReadings
Start investing in the best only.
Not the best company. Not the best stock. The best opportunity.
You don't want to marry your fifth choice or to buy the tenth top shoes. But in life, you sometimes have to compromise.
In investing, you don't. You can focus on your first choice over and over again.
Yet, most deploy capital on their 10th or 15th-best idea. Why would you do that?
Your liquidity deserves the best setup. Leave the rest behind.
tweet
Start investing in the best only.
Not the best company. Not the best stock. The best opportunity.
You don't want to marry your fifth choice or to buy the tenth top shoes. But in life, you sometimes have to compromise.
In investing, you don't. You can focus on your first choice over and over again.
Yet, most deploy capital on their 10th or 15th-best idea. Why would you do that?
Your liquidity deserves the best setup. Leave the rest behind.
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AkhenOsiris
$TTWO
Raymond James: 'TTWO: November data also a bit soft outside of mobile, but reported results defied these proxies in the F2Q26 print'
The analyst comments "TTWO: November data also a bit soft outside of mobile, but reported results defied these proxies in the F2Q26 print. Take-Two’s November data was also a bit sluggish, with falloffs in Grand Theft Auto V (expected after the delay announcement) and NBA 2K26, which is surprising given the recent positive commentary on the company’s F2Q26 call. We believe this is likely to do with outsized success in RCS, which is less direct of a read from our tracked metrics. Mobile continues to be a bright spot, with recent titles like Color Block Jam and Match Factory still posting strong figures while legacy titles like Toon Blast enjoy ongoing strength. We still see total investor focus on Grand Theft Auto VI’s progress, but do not expect to receive notable updates until mid-calendar 2026 at this rate given the planned November release."
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$TTWO
Raymond James: 'TTWO: November data also a bit soft outside of mobile, but reported results defied these proxies in the F2Q26 print'
The analyst comments "TTWO: November data also a bit soft outside of mobile, but reported results defied these proxies in the F2Q26 print. Take-Two’s November data was also a bit sluggish, with falloffs in Grand Theft Auto V (expected after the delay announcement) and NBA 2K26, which is surprising given the recent positive commentary on the company’s F2Q26 call. We believe this is likely to do with outsized success in RCS, which is less direct of a read from our tracked metrics. Mobile continues to be a bright spot, with recent titles like Color Block Jam and Match Factory still posting strong figures while legacy titles like Toon Blast enjoy ongoing strength. We still see total investor focus on Grand Theft Auto VI’s progress, but do not expect to receive notable updates until mid-calendar 2026 at this rate given the planned November release."
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AkhenOsiris
$SHOP $AMZN $GOOGL OpenAI
AI is becoming an integral part of how people shop online, and new research from Contentsquare, an AI-first analytics platform, shows that consumers are increasingly receptive to AI that helps them make more confident, informed decisions. Shoppers are turning to the technology for clarity, efficiency, and support, and 30% say they would be willing to let an AI agent actually complete a purchase on their behalf, signaling a growing openness to more advanced forms of AI-powered assistance.
The survey of 1,300 U.S. consumers paints a picture of how online shopper attitudes are shifting or staying the same, highlighting how AI is gradually weaving itself into key moments of the customer experience.
76% of shoppers still begin with traditional search, but nearly 24% say they now rarely use search engines – a signal that discovery habits are beginning to diversify
43% willingly engage with AI when it’s seamlessly embedded into the customer journey by the retailer – reinforcing that consumers respond best when AI enhances the existing brand experience rather than disrupting it.
28% of consumers rely on online reviews and forums first, while 24% turn to retailer’s website search bars – familiar anchors in digital discovery
19% now pick AI assistants as their primary research tool, signaling that AI has entered the core research process in a meaningful way
38% trust AI for general research, 21% use it to find deals and promotions, and 16% rely on it for side-by-side product comparisons
18% of shoppers intentionally use AI most times they shop – an early-adopter signal – but AI hesitancy clearly remains, with 38% of consumers stating they either have no plans to use AI or intentionally avoid it altogether.
Seventy-nine percent of consumers say accuracy is the most important quality in AI-powered shopping, far outweighing speed (36%) or transparency (35%). However, even as AI becomes more capable, shoppers still lean on human validation: 23% cite recommendations from friends and family as one of their most trusted influences. Accuracy, clarity, and personal reassurance work together to shape how consumers decide what – and whether – to buy.
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$SHOP $AMZN $GOOGL OpenAI
AI is becoming an integral part of how people shop online, and new research from Contentsquare, an AI-first analytics platform, shows that consumers are increasingly receptive to AI that helps them make more confident, informed decisions. Shoppers are turning to the technology for clarity, efficiency, and support, and 30% say they would be willing to let an AI agent actually complete a purchase on their behalf, signaling a growing openness to more advanced forms of AI-powered assistance.
The survey of 1,300 U.S. consumers paints a picture of how online shopper attitudes are shifting or staying the same, highlighting how AI is gradually weaving itself into key moments of the customer experience.
76% of shoppers still begin with traditional search, but nearly 24% say they now rarely use search engines – a signal that discovery habits are beginning to diversify
43% willingly engage with AI when it’s seamlessly embedded into the customer journey by the retailer – reinforcing that consumers respond best when AI enhances the existing brand experience rather than disrupting it.
28% of consumers rely on online reviews and forums first, while 24% turn to retailer’s website search bars – familiar anchors in digital discovery
19% now pick AI assistants as their primary research tool, signaling that AI has entered the core research process in a meaningful way
38% trust AI for general research, 21% use it to find deals and promotions, and 16% rely on it for side-by-side product comparisons
18% of shoppers intentionally use AI most times they shop – an early-adopter signal – but AI hesitancy clearly remains, with 38% of consumers stating they either have no plans to use AI or intentionally avoid it altogether.
Seventy-nine percent of consumers say accuracy is the most important quality in AI-powered shopping, far outweighing speed (36%) or transparency (35%). However, even as AI becomes more capable, shoppers still lean on human validation: 23% cite recommendations from friends and family as one of their most trusted influences. Accuracy, clarity, and personal reassurance work together to shape how consumers decide what – and whether – to buy.
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Offshore
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EndGame Macro
The 10 Year Is Calling the Bluff And What the Market Sees That Policy Can’t Smooth Over
The 10 year is the bond market’s way of pricing the next decade. Not the next CPI print, not the next rate announcement, but the broader arc of where the economy is heading. It reflects two things at once…
https://t.co/yTvBuU5FhU investors expect short term rates to average out over time, and
https://t.co/EPhO4pjrxN much extra compensation they want for tying up capital in a world that feels uncertain.
So when the 10 year drifts above Fed Funds, it’s not saying, rates are being cut, so yields should fall. It’s the market hinting that something deeper is pulling on the long end, something that doesn’t automatically follow the front end.
A Market Asking for a Cushion
You can see it in the spread where the 10 year Fed Funds gap is now the widest it’s been since January. If investors felt the coming decade was smooth and predictable, the 10 year would slide more naturally toward the short end. Instead, it’s holding firm and even rising which tells you people want protection. Protection against relentless issuance, political uncertainty, global tension, and the simple reality that short term policy can move down while long term borrowing costs stay sticky.
The message is basically… “I’ll lend, but I want insurance.”
My Read on What’s Happening Right Now
This is a slow shift in mindset. Markets are transitioning from a world that focused almost entirely on immediate policy to one wrestling with deeper structural forces like massive refinancing needs, rising deficits, geopolitical fragmentation, and the aftereffects of the balance sheet shrinking.
And underneath it all sits the refinancing squeeze across government, corporate, and commercial real estate debt. A huge wave of obligations issued when money was cheap is now running into a world where money costs something again. That stress doesn’t explode on impact, it accumulates. It tightens credit conditions, increases bankruptcies, and pushes lenders and borrowers into more cautious behavior.
The short end follows the rate path.
The long end follows the system itself and the system is signaling that risk hasn’t disappeared just because policy is easing.
So the 10 year sitting above Fed Funds isn’t bullish or bearish in isolation; it’s simply honest. It’s telling us we’re entering a phase where policy can loosen, but financial conditions don’t loosen as smoothly. Time and the cost of carrying it is getting more expensive again.
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The 10 Year Is Calling the Bluff And What the Market Sees That Policy Can’t Smooth Over
The 10 year is the bond market’s way of pricing the next decade. Not the next CPI print, not the next rate announcement, but the broader arc of where the economy is heading. It reflects two things at once…
https://t.co/yTvBuU5FhU investors expect short term rates to average out over time, and
https://t.co/EPhO4pjrxN much extra compensation they want for tying up capital in a world that feels uncertain.
So when the 10 year drifts above Fed Funds, it’s not saying, rates are being cut, so yields should fall. It’s the market hinting that something deeper is pulling on the long end, something that doesn’t automatically follow the front end.
A Market Asking for a Cushion
You can see it in the spread where the 10 year Fed Funds gap is now the widest it’s been since January. If investors felt the coming decade was smooth and predictable, the 10 year would slide more naturally toward the short end. Instead, it’s holding firm and even rising which tells you people want protection. Protection against relentless issuance, political uncertainty, global tension, and the simple reality that short term policy can move down while long term borrowing costs stay sticky.
The message is basically… “I’ll lend, but I want insurance.”
My Read on What’s Happening Right Now
This is a slow shift in mindset. Markets are transitioning from a world that focused almost entirely on immediate policy to one wrestling with deeper structural forces like massive refinancing needs, rising deficits, geopolitical fragmentation, and the aftereffects of the balance sheet shrinking.
And underneath it all sits the refinancing squeeze across government, corporate, and commercial real estate debt. A huge wave of obligations issued when money was cheap is now running into a world where money costs something again. That stress doesn’t explode on impact, it accumulates. It tightens credit conditions, increases bankruptcies, and pushes lenders and borrowers into more cautious behavior.
The short end follows the rate path.
The long end follows the system itself and the system is signaling that risk hasn’t disappeared just because policy is easing.
So the 10 year sitting above Fed Funds isn’t bullish or bearish in isolation; it’s simply honest. It’s telling us we’re entering a phase where policy can loosen, but financial conditions don’t loosen as smoothly. Time and the cost of carrying it is getting more expensive again.
10yr Yield-Fed Funds spread is now at the highest level since January '25 https://t.co/Btb2d0tAzV tweet
Offshore
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WealthyReadings
$ALAB is giving us all the signs it wants to explode.
"The next frontier isn’t “more GPUs”, it’s better use of the hardware we have and will have, both on software & hardware.
Hardware optimization is what $ALAB does."
This stock will be the next big AI winner, and no one speaks about it 👇
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$ALAB is giving us all the signs it wants to explode.
"The next frontier isn’t “more GPUs”, it’s better use of the hardware we have and will have, both on software & hardware.
Hardware optimization is what $ALAB does."
This stock will be the next big AI winner, and no one speaks about it 👇
$ALAB is setting up to be one of the major winners of the next AI narrative: optimization.
The bulk of compute has already been deployed. The next frontier isn’t “more GPUs”, it’s better use of the hardware we have and will have, both on software & hardware.
Hardware optimization is what $ALAB does.
They build the invisible backbone of AI data centers, systems that move data faster, smoother and with far less waste. They eliminate the bottlenecks that slow AI down.
Why this matters:
🔹 Every AI giant is now obsessed with efficiency, energy is capped and data centers can’t scale fast enough so they need to optimize.
🔹 Bigger models + more demand = more data movement = more & larger bottlenecks.
🔹 Every second of compute lost or non optimized costs companies more than the hardware to fix that situation.
🔹 The future is about squeezing every ounce of performance out of existing infrastructure
That's what $ALAB proposes.
As AI continues to scale, the next winners won’t be the companies selling volume anymore, they’ll be the ones unlocking above average optimization.
The leap from “great” to “perfect” is where the next trillion-dollar value will be created. And only a few specialized players can deliver that.
$ALAB might be one of the biggest opportunities in that narrative.
Details below 👇 tweet
Offshore
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EndGame Macro
Sub V filings used to be included into Chapter 11 bankruptcy’s prior to 2020…
Everyone look into the total Chapter 11 bankruptcy’s year by year during the Great Financial Crisis for 2008,2009,2010.
Then get the Chapter 11 bankruptcy’s for past 3 years and add back the Sub V filings for the past 3 years like it used to be and tell me what you see for 2023, 2024 and 2025.
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Sub V filings used to be included into Chapter 11 bankruptcy’s prior to 2020…
Everyone look into the total Chapter 11 bankruptcy’s year by year during the Great Financial Crisis for 2008,2009,2010.
Then get the Chapter 11 bankruptcy’s for past 3 years and add back the Sub V filings for the past 3 years like it used to be and tell me what you see for 2023, 2024 and 2025.
🚨US bankruptcies are running at a pace consistent with a RECESSION:
US large bankruptcies reached 717 year-to-date, the most in 15 YEARS.
This is already higher than all full years since 2010, and above the last decade average.
In November, 62 big corporations went bankrupt.
Even large US companies ate struggling in this economy. tweet
Offshore
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EndGame Macro
The Chart That Explains Why Regulators Are Quietly Rearranging the Safety Nets
This chart shows cash as a share of total assets for small banks and big banks over the last 15+ years. When those lines rise, banks have slack. When they fall, the system is running tighter.
What stands out now is how both groups have drifted back toward the leaner levels we saw before COVID. Big banks, especially, have watched their cash cushions fade as the cycle shifted, rates stayed high, and deposits reshuffled. Small banks aren’t collapsing, but they’re not sitting on excess liquidity either and for them, running with less cash makes every hit from commercial real estate or refinancing pressure feel a little heavier.
Why It Matters Right Now
This is where the regulatory changes fit perfectly. The eSLR loosening for the biggest banks basically gives them more room on their balance sheets by reducing how much capital they need to hold against total assets, regardless of risk. In practice, it means they can step in during periods of heavy Treasury issuance or market stress without immediately bumping into a regulatory ceiling. It’s a way of saying, that they need them available. And don’t let capital rules keep you on the sidelines.
On the other side, the lowered CBLR for community banks drops the required leverage ratio from 9% to 8% and gives them a longer grace window if they fall below the threshold. That may sound small, but for smaller banks especially those tied up in CRE loans or dealing with rising refinancing costs that extra percent of flexibility is meaningful. It means they don’t have to shrink their balance sheets or cut lending right when their local economies can’t afford it.
This chart is saying the system is tight, and tight systems don’t have the luxury of absorbing stress without help. The rule changes are the quiet acknowledgement of that reality. They’re setting up the scaffolding ahead of time, the kind you build when you want things to bend for a few years, not snap all at once.
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The Chart That Explains Why Regulators Are Quietly Rearranging the Safety Nets
This chart shows cash as a share of total assets for small banks and big banks over the last 15+ years. When those lines rise, banks have slack. When they fall, the system is running tighter.
What stands out now is how both groups have drifted back toward the leaner levels we saw before COVID. Big banks, especially, have watched their cash cushions fade as the cycle shifted, rates stayed high, and deposits reshuffled. Small banks aren’t collapsing, but they’re not sitting on excess liquidity either and for them, running with less cash makes every hit from commercial real estate or refinancing pressure feel a little heavier.
Why It Matters Right Now
This is where the regulatory changes fit perfectly. The eSLR loosening for the biggest banks basically gives them more room on their balance sheets by reducing how much capital they need to hold against total assets, regardless of risk. In practice, it means they can step in during periods of heavy Treasury issuance or market stress without immediately bumping into a regulatory ceiling. It’s a way of saying, that they need them available. And don’t let capital rules keep you on the sidelines.
On the other side, the lowered CBLR for community banks drops the required leverage ratio from 9% to 8% and gives them a longer grace window if they fall below the threshold. That may sound small, but for smaller banks especially those tied up in CRE loans or dealing with rising refinancing costs that extra percent of flexibility is meaningful. It means they don’t have to shrink their balance sheets or cut lending right when their local economies can’t afford it.
This chart is saying the system is tight, and tight systems don’t have the luxury of absorbing stress without help. The rule changes are the quiet acknowledgement of that reality. They’re setting up the scaffolding ahead of time, the kind you build when you want things to bend for a few years, not snap all at once.
Liquidity constraints at both large and small banks are likely reflecting the downward movement of bank reserves; definitely worth keeping an eye on in coming months since this will hit critical levels soon if the current sharp downward trend in relative liquidity continues: https://t.co/DFHeFCuOgB tweet
Offshore
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WealthyReadings
I did not have a $DUOL x Genshin Impact partnership on my bingo card.
That being said, why not?
Duolingo isn't just a teaching method, it's a game & it has a lot of similarities with Genshin Impact in terms of player acquisition & retention.
Soon to be a gacha full of waifus. https://t.co/6k5oMI9Jw5
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I did not have a $DUOL x Genshin Impact partnership on my bingo card.
That being said, why not?
Duolingo isn't just a teaching method, it's a game & it has a lot of similarities with Genshin Impact in terms of player acquisition & retention.
Soon to be a gacha full of waifus. https://t.co/6k5oMI9Jw5
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