Offshore
Video
memenodes
The trailer for the final episode of ‘STRANGER THINGS’ has been released.
Releasing tomorrow on Netflix. https://t.co/c7x5EUZOU0
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The trailer for the final episode of ‘STRANGER THINGS’ has been released.
Releasing tomorrow on Netflix. https://t.co/c7x5EUZOU0
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Offshore
Photo
memenodes
When you been bullsh!ting all day and 3am hit and you get that random motivation https://t.co/GuSm1vkvSt
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When you been bullsh!ting all day and 3am hit and you get that random motivation https://t.co/GuSm1vkvSt
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Offshore
Video
memenodes
Motivational speakers: “There's a tiger in you”
Meanwhile the tiger in me: https://t.co/1JNjWST7wK
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Motivational speakers: “There's a tiger in you”
Meanwhile the tiger in me: https://t.co/1JNjWST7wK
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Clark Square Capital
RT @joinyellowbrick: The best "turnaround" investors in the YB database (based solely on if they have pitched >1 turnaround and the returns have been good). h/t @ShmuelLon @SowingAlphaSeed
- Smoak @dsmoak98
- 1 Main Capital @1MainCapital
- Clark Street @ClarkinM
- Riverwater Micro Opportunities fund
- Aegis Value
- @AmsterdamStocks
- @pernasresearch
- @ToffCap
- @ClarkSquareCap
- Voss Capital @CapitalVoss
- @Mike10947310
- @Uzocapital
- @LDiscernment
- Miller Deep Value
- @jefke00
- offtherun (VIC)
- Giverny Capital
- Kingdom Capital
- @DavidDiranko
- @RodrigoLezama7
- @everyonehatesp1
- @ThreeMileRes
- Laughing Water @LaughingH20Cap
- @HugoNavarroPer2
- Sohra Peak @JonCukierwar
- @david_katunaric
* Pretty small sample sizes
** I don't know if any of these investors would classify themselves as "turnaround" focused. In my database - Toff, Pernas, Voss, Clark Street, Miller Deep Value, jefke00, and Laughing Water have the most
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RT @joinyellowbrick: The best "turnaround" investors in the YB database (based solely on if they have pitched >1 turnaround and the returns have been good). h/t @ShmuelLon @SowingAlphaSeed
- Smoak @dsmoak98
- 1 Main Capital @1MainCapital
- Clark Street @ClarkinM
- Riverwater Micro Opportunities fund
- Aegis Value
- @AmsterdamStocks
- @pernasresearch
- @ToffCap
- @ClarkSquareCap
- Voss Capital @CapitalVoss
- @Mike10947310
- @Uzocapital
- @LDiscernment
- Miller Deep Value
- @jefke00
- offtherun (VIC)
- Giverny Capital
- Kingdom Capital
- @DavidDiranko
- @RodrigoLezama7
- @everyonehatesp1
- @ThreeMileRes
- Laughing Water @LaughingH20Cap
- @HugoNavarroPer2
- Sohra Peak @JonCukierwar
- @david_katunaric
* Pretty small sample sizes
** I don't know if any of these investors would classify themselves as "turnaround" focused. In my database - Toff, Pernas, Voss, Clark Street, Miller Deep Value, jefke00, and Laughing Water have the most
tweet
Offshore
Video
App Economy Insights
📊 December earnings visualized
🛒 Retail: $COST
🎽 Apparel: $NKE $LULU
💰 New IPOs: $MDLN $WLTH
⚙️ Semis: $AVGO $MU $MRVL
💼 Software: $ADBE $CRM $ORCL
🛡️ Cybersecurity: $CRWD $OKTA $S
🧠 Data: $AI $MDB $RBRK $IOT $SNOW
200+ companies. One earnings season👇 https://t.co/jJgoxBoq1s
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📊 December earnings visualized
🛒 Retail: $COST
🎽 Apparel: $NKE $LULU
💰 New IPOs: $MDLN $WLTH
⚙️ Semis: $AVGO $MU $MRVL
💼 Software: $ADBE $CRM $ORCL
🛡️ Cybersecurity: $CRWD $OKTA $S
🧠 Data: $AI $MDB $RBRK $IOT $SNOW
200+ companies. One earnings season👇 https://t.co/jJgoxBoq1s
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Offshore
Photo
The Few Bets That Matter
A few ideas starting 2026.
The AI trade will continue but it'll evolve. I'd expect two important verticals.
Compute/efficiency (hardware & infra), with companies like $ALAB & $NBIS pushing it further, allowing companies to generate more compute with less infra.
AI services finally surfacing after years of development: started with $PLTR, now $PATH and its S+ setup, and legacy names like $ADBE & more as the “AI disruption” narrative cools down.
Researching another AI name with a $PATH-like setup. More about it later.
China has been one of the best performers this year and I think that'll continue. Gov is pushing consumption and innovation, very bullish for $BABA which remains one of my top pick for 2026 at these levels.
Retail still matters. Surprisingly, we’ve seen monster moves H2-25 like $ULTA, and that could continue into 2026 despites clear consumption weakness. But as long as those with the money consume more, it doesn't matter. My favorite remains $ONON, and I’m watching $LULU closely, with reasons to be optimistic.
Energy and “safer” names also catching a bid lately - $HAL $SLB $DG $DLTR... This shows rotation is starting. Less risk-on, healthier names and valuation. Wouldn’t be surprised to see more of this in 2026.
Precious metals is now a crowded trade. Needs a breather. But I wouldn't be so sure it is over and I wouldn't be surprised for more in 2026. It isn't the healthiest trade as it reflects distrust in the system.
Healthcare waking up. $LLY still leads, but $JNJ, $MRK caught a large bid. Watching laggards like $PFE and $NVO but those need a catalyst.
After massive FY25 performances, I see 2026 as a rotation year. Last two years’ winners will likely underperform as the market either turns to less risks, or focuses on other verticals.
My personal view is that 2026 will see the AI bubble. The real one. Which is why I still own AI names today, but I am clearly not certain I still will by H2-26.
Bullish AI software/services short term, very bullish China, and closely watching healthcare and other "safer" names.
I don’t think 2026 will be bad. Quite the opposite. But I think those who don't take the turn will get burnt. Rotation is coming.
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A few ideas starting 2026.
The AI trade will continue but it'll evolve. I'd expect two important verticals.
Compute/efficiency (hardware & infra), with companies like $ALAB & $NBIS pushing it further, allowing companies to generate more compute with less infra.
AI services finally surfacing after years of development: started with $PLTR, now $PATH and its S+ setup, and legacy names like $ADBE & more as the “AI disruption” narrative cools down.
Researching another AI name with a $PATH-like setup. More about it later.
China has been one of the best performers this year and I think that'll continue. Gov is pushing consumption and innovation, very bullish for $BABA which remains one of my top pick for 2026 at these levels.
Retail still matters. Surprisingly, we’ve seen monster moves H2-25 like $ULTA, and that could continue into 2026 despites clear consumption weakness. But as long as those with the money consume more, it doesn't matter. My favorite remains $ONON, and I’m watching $LULU closely, with reasons to be optimistic.
Energy and “safer” names also catching a bid lately - $HAL $SLB $DG $DLTR... This shows rotation is starting. Less risk-on, healthier names and valuation. Wouldn’t be surprised to see more of this in 2026.
Precious metals is now a crowded trade. Needs a breather. But I wouldn't be so sure it is over and I wouldn't be surprised for more in 2026. It isn't the healthiest trade as it reflects distrust in the system.
Healthcare waking up. $LLY still leads, but $JNJ, $MRK caught a large bid. Watching laggards like $PFE and $NVO but those need a catalyst.
After massive FY25 performances, I see 2026 as a rotation year. Last two years’ winners will likely underperform as the market either turns to less risks, or focuses on other verticals.
My personal view is that 2026 will see the AI bubble. The real one. Which is why I still own AI names today, but I am clearly not certain I still will by H2-26.
Bullish AI software/services short term, very bullish China, and closely watching healthcare and other "safer" names.
I don’t think 2026 will be bad. Quite the opposite. But I think those who don't take the turn will get burnt. Rotation is coming.
tweet
The Few Bets That Matter
Just found a stock I’ve never seen mentioned here.
🔹Customer acquisition accelerating
🔹Real monetized AI services
🔹Revenue growth accelerating
🔹~$20B EV
🔹Profitable
🔹Strong balance sheet
🔹Trades ~4x sales
🔹Textbook price action
Might be onto something here. Still digging.
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Just found a stock I’ve never seen mentioned here.
🔹Customer acquisition accelerating
🔹Real monetized AI services
🔹Revenue growth accelerating
🔹~$20B EV
🔹Profitable
🔹Strong balance sheet
🔹Trades ~4x sales
🔹Textbook price action
Might be onto something here. Still digging.
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