Offshore
Video
God of Prompt
RT @godofprompt: Made Trump do the Joker monologue.
Most AI video tools would've shit the bed by frame 3.
Kling 2.6 Motion Control nailed every micro expression, every hand gesture, every lip sync beat.
While your favorite tool is still figuring out how to render fingers, Kling's already in post production.
This isn't incremental. This is "oh fuck" territory.
tweet
RT @godofprompt: Made Trump do the Joker monologue.
Most AI video tools would've shit the bed by frame 3.
Kling 2.6 Motion Control nailed every micro expression, every hand gesture, every lip sync beat.
While your favorite tool is still figuring out how to render fingers, Kling's already in post production.
This isn't incremental. This is "oh fuck" territory.
tweet
Offshore
Video
God of Prompt
RT @godofprompt: Model Comparison runs the same prompt across 10 video models running simultaneously in one click @Eachlabs.
No switching platforms. No rerunning prompts. Instant side-by-side comparison.
Example: "cyberpunk warrior in neon-lit city"
Nano Banana Pro: photorealistic textures, precise lighting
Kling 2.5: cinematic motion, film-grade output
Wan 2.5: stylized atmosphere, dramatic edge
Two models tested. Winner selected in minutes.
Testing models separately? You're gambling.
tweet
RT @godofprompt: Model Comparison runs the same prompt across 10 video models running simultaneously in one click @Eachlabs.
No switching platforms. No rerunning prompts. Instant side-by-side comparison.
Example: "cyberpunk warrior in neon-lit city"
Nano Banana Pro: photorealistic textures, precise lighting
Kling 2.5: cinematic motion, film-grade output
Wan 2.5: stylized atmosphere, dramatic edge
Two models tested. Winner selected in minutes.
Testing models separately? You're gambling.
tweet
Offshore
Photo
God of Prompt
R.I.P few-shot prompting.
Meta AI researchers discovered a technique that makes LLMs 94% more accurate without any examples.
It's called "Chain-of-Verification" (CoVe) and it completely destroys everything we thought we knew about prompting.
Here's the breakthrough (and why this changes everything): ๐
tweet
R.I.P few-shot prompting.
Meta AI researchers discovered a technique that makes LLMs 94% more accurate without any examples.
It's called "Chain-of-Verification" (CoVe) and it completely destroys everything we thought we knew about prompting.
Here's the breakthrough (and why this changes everything): ๐
tweet
Offshore
Video
Dimitry Nakhla | Babylon Capitalยฎ
AppLovinโs market cap has grown from ~$3.75B to ~$209B today โ a 54x increase or +5,470% in just 3 years ๐
Which sets the stage perfectly for this clip of $APP CEO Adam Foroughi on why $APP still operates with a startup mindset & lean cost structure๐๐ฝ
Source: Goldman Sachs https://t.co/wHw75qFpnT
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AppLovinโs market cap has grown from ~$3.75B to ~$209B today โ a 54x increase or +5,470% in just 3 years ๐
Which sets the stage perfectly for this clip of $APP CEO Adam Foroughi on why $APP still operates with a startup mindset & lean cost structure๐๐ฝ
Source: Goldman Sachs https://t.co/wHw75qFpnT
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Offshore
Photo
Illiquid
+23.5% yesterday. +6% pre-market.
@theaustinlyons:
https://t.co/4PRcJrUWHr
$SKYT Q3 2025 earnings: Transformation Confirmed: Fab 25 Reshapes the P&L
SkyWater's Q3 marked a structural break from its history. The integration of the newly acquired Fab 25 (Texas) drove a massive revenue surge to $150.7M (+155% QoQ), beating the high end of guidance. More importantly, the deal is proving immediately accretive: Adjusted EBITDA jumped to $25.8M (17.1% margin) from just $2.3M last quarter. However, investors must look past the headline GAAP Net Income of $144M, which is inflated by a one-time $110.8M 'bargain purchase gain' from the acquisition. While the new scale is impressive, organic ATS (Advanced Technology Services) revenue remains lumpy, expected to dip in Q4 due to government funding timing.
๐ ๐๐๐น๐น ๐๐ฎ๐๐ฒ
๐ค๐๐ฎ๐ป๐๐๐บ ๐๐๐ฝ๐ฒ๐ฟ-๐๐ฟ๐ผ๐๐๐ต: The 'Technology as a Service' model is winning in Quantum. Revenue from quantum customers is set to exceed 30% growth in FY25 and again in FY26. SkyWater signed 4 new quantum customers in Q3 alone, validating its position as the 'neutral foundry' for this sector.
๐๐ฎ๐ฏ ๐ฎ๐ฑ ๐๐ฐ๐ผ๐ป๐ผ๐บ๐ถ๐ฐ๐ ๐๐ฒ๐๐๐ฒ๐ฟ ๐ง๐ต๐ฎ๐ป ๐๐ฒ๐ฎ๐ฟ๐ฒ๐ฑ: The Texas facility generated $86.6M in revenue (vs. ~$80M normalized expectation) and contributed significant gross profit. The 'take-or-pay' agreement provides a safety net while SkyWater optimizes the mix.
๐ป ๐๐ฒ๐ฎ๐ฟ ๐๐ฎ๐๐ฒ
๐ข๐ฟ๐ด๐ฎ๐ป๐ถ๐ฐ ๐๐ง๐ฆ ๐ฆ๐๐ฎ๐ด๐ป๐ฎ๐๐ถ๐ผ๐ป: Stripping away the acquisition, Legacy ATS revenue fell 4% YoY. While Q3 saw a pull-in, guidance for Q4 implies a sequential decline to ~$50M. The business remains heavily exposed to erratic DoD funding cycles.
๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐ ๐ค๐๐ฎ๐น๐ถ๐๐ ๐ก๐ผ๐ถ๐๐ฒ: Q3 Gross Margin (24.6%) was boosted by roughly $12M of non-recurring benefits, including 'pure profit' from purchase accounting and warranty reversals. The normalized margin is lower, making the sequential bridge to FY26 profitability harder to model.
โ๏ธ ๐ฉ๐ฒ๐ฟ๐ฑ๐ถ๐ฐ๐
๐ข Bullish. The execution risk of the Fab 25 integration was the primary bear argument, and early results suggest it's going better than planned. The combined entity generates real EBITDA ($60M+ run rate implies safety), effectively de-risking the balance sheet while retaining the high-upside Quantum option.
โ โข โ โข โ
๐ง๐ต๐ฒ๐บ๐ฒ๐
New: ๐ข๐ข ๐๐ฎ๐ฏ ๐ฎ๐ฑ ๐๐ป๐๐ฒ๐ด๐ฟ๐ฎ๐๐ถ๐ผ๐ป ๐ข๐๐๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ
The Texas acquisition is not just adding revenue; it's adding cash flow faster than anticipated. Texas revenue hit $86.6M, driven by higher Work-In-Progress (WIP) levels inherited from Infineon. While this will normalize to ~$80M/quarter in 2026, the gross profit contribution is running ~$5M/quarter higher than initial models due to cost synergies and accounting favorability.
๐ข ๐ค๐๐ฎ๐ป๐๐๐บ ๐๐ผ๐บ๐ฝ๐๐๐ถ๐ป๐ด ๐ฉ๐ฒ๐น๐ผ๐ฐ๐ถ๐๐
Accelerating. SkyWater is cementing itself as the 'picks and shovels' play for Quantum. With 7 active commercial customers (up from 3 previously) and >30% revenue growth projected for FY25 and FY26, this segment is moving from R&D experiments to scalable manufacturing revenue. Naming specific customers like Silicon Quantum Computing and QuamCore adds credibility to the pipeline.
โช ๐๐ผ๐๐ฒ๐ฟ๐ป๐บ๐ฒ๐ป๐ ๐๐๐ป๐ฑ๐ถ๐ป๐ด ๐๐ฟ๐ถ๐ฐ๐๐ถ๐ผ๐ป
Stable but frustrating. The Aerospace & Defense (A&D) vertical continues to suffer from U.S. budget delays (Continuing Resolutions). Q3 benefited from a ~$4M revenue pull-in, but this creates a hole in Q4, guiding ATS down sequentially. Until a full federal budget passes, this segment lacks linearity.
New: โช ๐ข๐ป๐ฒ-๐ง๐ถ๐บ๐ฒ ๐ ๐ฎ๐ฟ๐ด๐ถ๐ป ๐๐ป๐ณ๐น๐ฎ๐๐ถ๐ผ๐ป
Quality of earnings check required. Q3 Gross Margin of 24.6% was artificially high. Management identified ~$12M in unique Q3 benefits: revenue recognized at 100% margin due to purchase accounting, warranty accrual reversals, and lower tariff exposure. Backing these out, underlying margins are closer to the high-teens, which aligns with the Q4 guidance o[...]
+23.5% yesterday. +6% pre-market.
@theaustinlyons:
https://t.co/4PRcJrUWHr
$SKYT Q3 2025 earnings: Transformation Confirmed: Fab 25 Reshapes the P&L
SkyWater's Q3 marked a structural break from its history. The integration of the newly acquired Fab 25 (Texas) drove a massive revenue surge to $150.7M (+155% QoQ), beating the high end of guidance. More importantly, the deal is proving immediately accretive: Adjusted EBITDA jumped to $25.8M (17.1% margin) from just $2.3M last quarter. However, investors must look past the headline GAAP Net Income of $144M, which is inflated by a one-time $110.8M 'bargain purchase gain' from the acquisition. While the new scale is impressive, organic ATS (Advanced Technology Services) revenue remains lumpy, expected to dip in Q4 due to government funding timing.
๐ ๐๐๐น๐น ๐๐ฎ๐๐ฒ
๐ค๐๐ฎ๐ป๐๐๐บ ๐๐๐ฝ๐ฒ๐ฟ-๐๐ฟ๐ผ๐๐๐ต: The 'Technology as a Service' model is winning in Quantum. Revenue from quantum customers is set to exceed 30% growth in FY25 and again in FY26. SkyWater signed 4 new quantum customers in Q3 alone, validating its position as the 'neutral foundry' for this sector.
๐๐ฎ๐ฏ ๐ฎ๐ฑ ๐๐ฐ๐ผ๐ป๐ผ๐บ๐ถ๐ฐ๐ ๐๐ฒ๐๐๐ฒ๐ฟ ๐ง๐ต๐ฎ๐ป ๐๐ฒ๐ฎ๐ฟ๐ฒ๐ฑ: The Texas facility generated $86.6M in revenue (vs. ~$80M normalized expectation) and contributed significant gross profit. The 'take-or-pay' agreement provides a safety net while SkyWater optimizes the mix.
๐ป ๐๐ฒ๐ฎ๐ฟ ๐๐ฎ๐๐ฒ
๐ข๐ฟ๐ด๐ฎ๐ป๐ถ๐ฐ ๐๐ง๐ฆ ๐ฆ๐๐ฎ๐ด๐ป๐ฎ๐๐ถ๐ผ๐ป: Stripping away the acquisition, Legacy ATS revenue fell 4% YoY. While Q3 saw a pull-in, guidance for Q4 implies a sequential decline to ~$50M. The business remains heavily exposed to erratic DoD funding cycles.
๐๐ฎ๐ฟ๐ป๐ถ๐ป๐ด๐ ๐ค๐๐ฎ๐น๐ถ๐๐ ๐ก๐ผ๐ถ๐๐ฒ: Q3 Gross Margin (24.6%) was boosted by roughly $12M of non-recurring benefits, including 'pure profit' from purchase accounting and warranty reversals. The normalized margin is lower, making the sequential bridge to FY26 profitability harder to model.
โ๏ธ ๐ฉ๐ฒ๐ฟ๐ฑ๐ถ๐ฐ๐
๐ข Bullish. The execution risk of the Fab 25 integration was the primary bear argument, and early results suggest it's going better than planned. The combined entity generates real EBITDA ($60M+ run rate implies safety), effectively de-risking the balance sheet while retaining the high-upside Quantum option.
โ โข โ โข โ
๐ง๐ต๐ฒ๐บ๐ฒ๐
New: ๐ข๐ข ๐๐ฎ๐ฏ ๐ฎ๐ฑ ๐๐ป๐๐ฒ๐ด๐ฟ๐ฎ๐๐ถ๐ผ๐ป ๐ข๐๐๐ฝ๐ฒ๐ฟ๐ณ๐ผ๐ฟ๐บ๐ฎ๐ป๐ฐ๐ฒ
The Texas acquisition is not just adding revenue; it's adding cash flow faster than anticipated. Texas revenue hit $86.6M, driven by higher Work-In-Progress (WIP) levels inherited from Infineon. While this will normalize to ~$80M/quarter in 2026, the gross profit contribution is running ~$5M/quarter higher than initial models due to cost synergies and accounting favorability.
๐ข ๐ค๐๐ฎ๐ป๐๐๐บ ๐๐ผ๐บ๐ฝ๐๐๐ถ๐ป๐ด ๐ฉ๐ฒ๐น๐ผ๐ฐ๐ถ๐๐
Accelerating. SkyWater is cementing itself as the 'picks and shovels' play for Quantum. With 7 active commercial customers (up from 3 previously) and >30% revenue growth projected for FY25 and FY26, this segment is moving from R&D experiments to scalable manufacturing revenue. Naming specific customers like Silicon Quantum Computing and QuamCore adds credibility to the pipeline.
โช ๐๐ผ๐๐ฒ๐ฟ๐ป๐บ๐ฒ๐ป๐ ๐๐๐ป๐ฑ๐ถ๐ป๐ด ๐๐ฟ๐ถ๐ฐ๐๐ถ๐ผ๐ป
Stable but frustrating. The Aerospace & Defense (A&D) vertical continues to suffer from U.S. budget delays (Continuing Resolutions). Q3 benefited from a ~$4M revenue pull-in, but this creates a hole in Q4, guiding ATS down sequentially. Until a full federal budget passes, this segment lacks linearity.
New: โช ๐ข๐ป๐ฒ-๐ง๐ถ๐บ๐ฒ ๐ ๐ฎ๐ฟ๐ด๐ถ๐ป ๐๐ป๐ณ๐น๐ฎ๐๐ถ๐ผ๐ป
Quality of earnings check required. Q3 Gross Margin of 24.6% was artificially high. Management identified ~$12M in unique Q3 benefits: revenue recognized at 100% margin due to purchase accounting, warranty accrual reversals, and lower tariff exposure. Backing these out, underlying margins are closer to the high-teens, which aligns with the Q4 guidance o[...]