Offshore
Photo
The Few Bets That Matter
$MSTR is priced with a discount assuming $BTC at $71,000.
If you believe Bitcoin is going higher, not lower, you have a free 15% - 20% arbitrage situation performance here. https://t.co/8jWUUHWFoW
tweet
$MSTR is priced with a discount assuming $BTC at $71,000.
If you believe Bitcoin is going higher, not lower, you have a free 15% - 20% arbitrage situation performance here. https://t.co/8jWUUHWFoW
tweet
Offshore
Photo
Fiscal.ai
Visa & Mastercard combined now have more than 8 billion total cards in circulation.
Is there any business in the world with a larger network effect?
$V $MA https://t.co/Bk9EJQ2JZH
tweet
Visa & Mastercard combined now have more than 8 billion total cards in circulation.
Is there any business in the world with a larger network effect?
$V $MA https://t.co/Bk9EJQ2JZH
tweet
Offshore
Photo
EndGame Macro
RT @TOzgokmen: What I see in this graph is Japan imitating the same inflation spike experiment with some delay, after drifting into deflation towards the end of covid.
Instead of handing out stimulus like USgov did, Japan leadership forced corporations to increase wages all at once. Both methods increased money supply in the real economy.
Unless it is continued, inflation will come down, not only returning to pre-covid values but much much lower ⤵️
In both cases, monetary inflation spike is being used to hide background deflation; economic collapse due to the end of the prevailing global business model & demographics.
tweet
RT @TOzgokmen: What I see in this graph is Japan imitating the same inflation spike experiment with some delay, after drifting into deflation towards the end of covid.
Instead of handing out stimulus like USgov did, Japan leadership forced corporations to increase wages all at once. Both methods increased money supply in the real economy.
Unless it is continued, inflation will come down, not only returning to pre-covid values but much much lower ⤵️
In both cases, monetary inflation spike is being used to hide background deflation; economic collapse due to the end of the prevailing global business model & demographics.
🚨 Japanese inflation is now above US inflation for the first time since 1979. https://t.co/pACaUFHHfi tweet
Offshore
Photo
Fiscal.ai
Palantir currently has a larger market cap than Salesforce and Adobe combined.
Market Cap:
Palantir: $445B
Salesforce + Adobe: $394B
Revenue:
Palantir: $3.9B
Salesforce + Adobe: $64.3B
$PLTR $CRM $ADBE https://t.co/Zz4RcbhPZ9
tweet
Palantir currently has a larger market cap than Salesforce and Adobe combined.
Market Cap:
Palantir: $445B
Salesforce + Adobe: $394B
Revenue:
Palantir: $3.9B
Salesforce + Adobe: $64.3B
$PLTR $CRM $ADBE https://t.co/Zz4RcbhPZ9
tweet
Offshore
Photo
Fiscal.ai
Atlassian currently spends 26% of its revenue on stock-based compensation.
That's the highest of all large-cap software companies.
$TEAM https://t.co/ggyFLTCb3o
tweet
Atlassian currently spends 26% of its revenue on stock-based compensation.
That's the highest of all large-cap software companies.
$TEAM https://t.co/ggyFLTCb3o
tweet
The Few Bets That Matter
Undervalued is just a word used to confirm personal bias.
$PYPL is undervalued only if growth reaccelerates.
$NVO is undervalued only with a new growth source.
$DUOL is undervalued only if usage converts into revenue.
$ADBE is undervalued only if AI demand accelerates.
$LULU is undervalued only if they can revive Western demand.
$NKE is undervalued only if consumers want the product again.
$UNH is undervalued only if ACA remains unchanged.
$NFLX is undervalued only if post $WBD execution delivers.
Undervaluation materializes only when data is positive and price is depressed.
tweet
Undervalued is just a word used to confirm personal bias.
$PYPL is undervalued only if growth reaccelerates.
$NVO is undervalued only with a new growth source.
$DUOL is undervalued only if usage converts into revenue.
$ADBE is undervalued only if AI demand accelerates.
$LULU is undervalued only if they can revive Western demand.
$NKE is undervalued only if consumers want the product again.
$UNH is undervalued only if ACA remains unchanged.
$NFLX is undervalued only if post $WBD execution delivers.
Undervaluation materializes only when data is positive and price is depressed.
tweet
Offshore
Photo
Fiscal.ai
MercadoLibre over the last 5 years:
Revenue +559%
Stock Price +16%
$MELI https://t.co/t0LKPQtTlG
tweet
MercadoLibre over the last 5 years:
Revenue +559%
Stock Price +16%
$MELI https://t.co/t0LKPQtTlG
tweet
The Few Bets That Matter
RT @WealthyReadings: No but I try to listen to the market. And the market wants to see growth. It's unreasonable to screan that $PYPL is undervalued for 2Y+ while nothing happens at the company.
Everyone will say they were right for years when $PYPL finally goes back up but the truth is there'll be a reason for it going up then and not now. And that reason won't be growing EPS due to buybacks, it'll be competitive advantage due to new services or growth acceleration due to execution.
As of today? $PYPL isn't a good stock nor company. And it certainly isn't undervalued until they prove they have a place in the future besides just existing.
tweet
RT @WealthyReadings: No but I try to listen to the market. And the market wants to see growth. It's unreasonable to screan that $PYPL is undervalued for 2Y+ while nothing happens at the company.
Everyone will say they were right for years when $PYPL finally goes back up but the truth is there'll be a reason for it going up then and not now. And that reason won't be growing EPS due to buybacks, it'll be competitive advantage due to new services or growth acceleration due to execution.
As of today? $PYPL isn't a good stock nor company. And it certainly isn't undervalued until they prove they have a place in the future besides just existing.
tweet
memenodes
What do you say?
tweet
What do you say?
It's either santa rally or disappointment at dinner table for crypto bro's tweet
X (formerly Twitter)
memenodes (@memenodes) on X
It's either santa rally or disappointment at dinner table for crypto bro's
Offshore
Video
EndGame Macro
When Job Listings Become Theater, Not Growth
Here’s the thing about that 66% stat, it’s uncomfortable because it exposes how much optics have crept into what we treat as hard data.
Job listings aren’t just vibes. They’re an official economic input. The government uses JOLTS job openings as a core signal of labor demand, and right now that number sits around 7.7 million openings, basically unchanged, which gets interpreted as the labor market is still tight. Policymakers lean on that. Markets lean on that. Narratives get built on that.
But posting a job is cheap. Hiring someone isn’t. In a high rate, uncertain economy, companies have figured out they can leave listings up or post new ones without actually committing to growth. It keeps employees hopeful, investors calm, and the outside world convinced momentum is still there.
So imagine even part of that 7.7 million is fake or non serious. The picture changes fast. Suddenly, the gap between openings and actual hires which are running closer to 5.1 million isn’t just a normal lag. It’s a warning sign that demand is being overstated while real activity is slowing.
That’s why this matters beyond corporate ethics. If companies are using job postings as PR, then JOLTS becomes less a measure of labor strength and more a measure of corporate confidence theater. And when official data starts reflecting behavior instead of reality, policy gets distorted. Rate decisions, growth assumptions, even recession calls end up lagging what people on the ground already feel.
The most damaging part is the erosion of trust. Workers feel it when they apply into a void. Analysts feel it when the data stops matching outcomes. And eventually the economy feels it when decisions are made off signals that look solid but aren’t.
If 66% of companies are posting jobs to look like they’re growing, that’s not resilience. That’s a system quietly admitting it’s afraid to tell the truth.
tweet
When Job Listings Become Theater, Not Growth
Here’s the thing about that 66% stat, it’s uncomfortable because it exposes how much optics have crept into what we treat as hard data.
Job listings aren’t just vibes. They’re an official economic input. The government uses JOLTS job openings as a core signal of labor demand, and right now that number sits around 7.7 million openings, basically unchanged, which gets interpreted as the labor market is still tight. Policymakers lean on that. Markets lean on that. Narratives get built on that.
But posting a job is cheap. Hiring someone isn’t. In a high rate, uncertain economy, companies have figured out they can leave listings up or post new ones without actually committing to growth. It keeps employees hopeful, investors calm, and the outside world convinced momentum is still there.
So imagine even part of that 7.7 million is fake or non serious. The picture changes fast. Suddenly, the gap between openings and actual hires which are running closer to 5.1 million isn’t just a normal lag. It’s a warning sign that demand is being overstated while real activity is slowing.
That’s why this matters beyond corporate ethics. If companies are using job postings as PR, then JOLTS becomes less a measure of labor strength and more a measure of corporate confidence theater. And when official data starts reflecting behavior instead of reality, policy gets distorted. Rate decisions, growth assumptions, even recession calls end up lagging what people on the ground already feel.
The most damaging part is the erosion of trust. Workers feel it when they apply into a void. Analysts feel it when the data stops matching outcomes. And eventually the economy feels it when decisions are made off signals that look solid but aren’t.
If 66% of companies are posting jobs to look like they’re growing, that’s not resilience. That’s a system quietly admitting it’s afraid to tell the truth.
66% of companies that posted fake job listings did so to act like the company is growing, per a Resume Builder survey. tweet