Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Not long ago, $ASML saw multiple ~20% drawdowns following earnings
Those who endured the volatility & single-day -20% drawdowns earned today’s gains
As Morgan Housel stated:
“Volatility is the price of admission. The prize inside is superior long-term returns.” https://t.co/Qmr64VZsBE
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RT @DimitryNakhla: Not long ago, $ASML saw multiple ~20% drawdowns following earnings
Those who endured the volatility & single-day -20% drawdowns earned today’s gains
As Morgan Housel stated:
“Volatility is the price of admission. The prize inside is superior long-term returns.” https://t.co/Qmr64VZsBE
ASML Holding stock is back at $1,000
Despite multiple -40% drawdowns, $ASML has delivered +162% return over the past 5 years, challenging even the most steadfast investors
A deep understanding of the business, coupled with strong conviction makes enduring volatility worthwhile https://t.co/CDHs8PmlZh tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
At some point, whether later this year or further out, investors will likely look back & wonder how $AMZN traded <15x NTM OCF
Yes, $AMZN lagged over the past five years, but that reset expectations & changed the setup today
In investing, it’s the future that matters https://t.co/adJ5c9bNuS
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At some point, whether later this year or further out, investors will likely look back & wonder how $AMZN traded <15x NTM OCF
Yes, $AMZN lagged over the past five years, but that reset expectations & changed the setup today
In investing, it’s the future that matters https://t.co/adJ5c9bNuS
$AMZN trades <15x NTM OCF — historically a very attractive risk/reward setup
Next two years of OCF Per Share Est:
2026 ➡️ $17.35
2027 ➡️ $21.01
CAGR at various multiples assuming 2027 OCF at $18.91 (-10% vs current estimates)👇🏽
18x | 20.7%
17x | 17.2%
16x | 13.8%
15x | 10.3% https://t.co/Ztz8VIoxO9 tweet
Offshore
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Quiver Quantitative
We posted this report in August.
$CNC has now risen 81% since then.
Congressional stock trading is still legal. https://t.co/S1B5YtQutG
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We posted this report in August.
$CNC has now risen 81% since then.
Congressional stock trading is still legal. https://t.co/S1B5YtQutG
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Offshore
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Quiver Quantitative
Last year, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 508% since our reports.
Up another 10% today.
Look at this: https://t.co/vDciWs9sKG
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Last year, we reported extensively on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 508% since our reports.
Up another 10% today.
Look at this: https://t.co/vDciWs9sKG
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Offshore
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Quiver Quantitative
BREAKING: We just released a 2026 Midterms dashboard.
You can track how much money candidates are raising.
You can track where it's coming from.
All available for free here: https://t.co/0xtPLLSlzx https://t.co/7CfDK3wDFA
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BREAKING: We just released a 2026 Midterms dashboard.
You can track how much money candidates are raising.
You can track where it's coming from.
All available for free here: https://t.co/0xtPLLSlzx https://t.co/7CfDK3wDFA
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Offshore
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AkhenOsiris
$AMZN Raising GPU prices
AWS has quietly raised prices on its EC2 Capacity Blocks for ML by approximately 15 percent. The p5e.48xlarge instance – eight NVIDIA H200 accelerators in a trenchcoat – jumped from $34.61 to $39.80 per hour across most regions, while the p5en.48xlarge climbed from $36.18 to $41.61. Customers in US West (N. California) face steeper hikes, with p5e rates rising from $43.26 to $49.75. The change had been telegraphed: AWS's pricing page noted (and bizarrely, still does) that "current prices are scheduled to be updated in January, 2026," though the company neglected to mention which direction.
This comes about seven months after AWS trumpeted "up to 45% price reductions" for GPU instances - though that announcement covered On-Demand and Savings Plans rather than Capacity Blocks. Funny how that works.
For the uninitiated, Capacity Blocks are AWS's answer to "I need guaranteed GPU capacity for my ML training job next Tuesday." You reserve specific GPU instances for a defined time window – anywhere from a day to a few weeks out – and pay up front at a locked-in rate. It's popular with companies doing serious ML work who can't afford to have a training run interrupted because spot capacity evaporated. The pricing should make it abundantly clear that the people using this aren't hobbyists; these are teams with budgets measured in millions.
An Amazon spox told us via email, "EC2 Capacity Blocks for ML pricing vary based on supply and demand patterns, as described on the product detail page. This price adjustment reflects the supply/demand patterns we expect this quarter."
https://t.co/Ei6FGYliDH
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$AMZN Raising GPU prices
AWS has quietly raised prices on its EC2 Capacity Blocks for ML by approximately 15 percent. The p5e.48xlarge instance – eight NVIDIA H200 accelerators in a trenchcoat – jumped from $34.61 to $39.80 per hour across most regions, while the p5en.48xlarge climbed from $36.18 to $41.61. Customers in US West (N. California) face steeper hikes, with p5e rates rising from $43.26 to $49.75. The change had been telegraphed: AWS's pricing page noted (and bizarrely, still does) that "current prices are scheduled to be updated in January, 2026," though the company neglected to mention which direction.
This comes about seven months after AWS trumpeted "up to 45% price reductions" for GPU instances - though that announcement covered On-Demand and Savings Plans rather than Capacity Blocks. Funny how that works.
For the uninitiated, Capacity Blocks are AWS's answer to "I need guaranteed GPU capacity for my ML training job next Tuesday." You reserve specific GPU instances for a defined time window – anywhere from a day to a few weeks out – and pay up front at a locked-in rate. It's popular with companies doing serious ML work who can't afford to have a training run interrupted because spot capacity evaporated. The pricing should make it abundantly clear that the people using this aren't hobbyists; these are teams with budgets measured in millions.
An Amazon spox told us via email, "EC2 Capacity Blocks for ML pricing vary based on supply and demand patterns, as described on the product detail page. This price adjustment reflects the supply/demand patterns we expect this quarter."
https://t.co/Ei6FGYliDH
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AkhenOsiris
Wells Fargo expects a number of tailwinds to drive equities higher, especially lagging stocks with large short bets against them. The Wall Street bank believes a market “reflation” and short squeeze in certain stocks will be driven by more spending resulting from tax refunds (averaging $800 per person year over year), faster earnings growth in underperforming sectors and more liquidity injected into the market by the Fed.
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Wells Fargo expects a number of tailwinds to drive equities higher, especially lagging stocks with large short bets against them. The Wall Street bank believes a market “reflation” and short squeeze in certain stocks will be driven by more spending resulting from tax refunds (averaging $800 per person year over year), faster earnings growth in underperforming sectors and more liquidity injected into the market by the Fed.
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Clark Square Capital
RT @ReturnsJourney: where is the cheapest value in the world?
Like 2009 crisis cheap?
I find Kazakhstan, French micro caps, some Indonesia.
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RT @ReturnsJourney: where is the cheapest value in the world?
Like 2009 crisis cheap?
I find Kazakhstan, French micro caps, some Indonesia.
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