Offshore
Photo
Clark Square Capital
Perhaps the bigger story was the change in the exec comp plan.
The cash-based plan changes the earnings KPI to "profit attributable to the parent company" vs consolidated op profit previously. This creates a huge incentive for the CEO to acquire the remainder of $GRVY. https://t.co/fiOXbzfWCb
tweet
Perhaps the bigger story was the change in the exec comp plan.
The cash-based plan changes the earnings KPI to "profit attributable to the parent company" vs consolidated op profit previously. This creates a huge incentive for the CEO to acquire the remainder of $GRVY. https://t.co/fiOXbzfWCb
Big changes at Gravity's $GRVY parent, GungHo. The CEO is out, and the CFO will become CEO after pressure from activist Strategic Capital.
Bodes well for a change in capital allocation at $GRVY. https://t.co/M22HpCii3b tweet
Offshore
Video
God of Prompt
RT @rryssf_: I think Bluedot just killed meeting bots forever.
They launched their new desktop + mobile apps and they record everything without joining your calls.
No pop-ups. No weird avatars. Just clean notes. https://t.co/RwW9aKHK8G
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RT @rryssf_: I think Bluedot just killed meeting bots forever.
They launched their new desktop + mobile apps and they record everything without joining your calls.
No pop-ups. No weird avatars. Just clean notes. https://t.co/RwW9aKHK8G
tweet
Offshore
Photo
God of Prompt
RT @rryssf_: This paper shows you can predict real purchase intent (90% accuracy) by asking an LLM to impersonate a customer with a demographic profile, giving it a product & having it give impressions, which another AI rates.
No fine-tuning or training & beats classic ML methods.
This is BEYOND insane:
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RT @rryssf_: This paper shows you can predict real purchase intent (90% accuracy) by asking an LLM to impersonate a customer with a demographic profile, giving it a product & having it give impressions, which another AI rates.
No fine-tuning or training & beats classic ML methods.
This is BEYOND insane:
tweet
Offshore
Photo
Quiver Quantitative
Representative Tim Moore bought Intel stock on July 29th.
It caught our eye because Moore sits on the House Subcommittee on AI.
It was announced that the U.S. government would buy a 10% stake in Intel.
$INTC has now risen 129% since the purchase. https://t.co/KHERs4kRYG
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Representative Tim Moore bought Intel stock on July 29th.
It caught our eye because Moore sits on the House Subcommittee on AI.
It was announced that the U.S. government would buy a 10% stake in Intel.
$INTC has now risen 129% since the purchase. https://t.co/KHERs4kRYG
tweet
Offshore
Video
Brady Long
Data teams for years: exports, spreadsheets, pain
Fabi 2.0: “What if you just… asked the data?”
This is what happens when business intelligence stops fighting users and actually works... 👇
tweet
Data teams for years: exports, spreadsheets, pain
Fabi 2.0: “What if you just… asked the data?”
This is what happens when business intelligence stops fighting users and actually works... 👇
Today we’re introducing @hqfabi 2.0 - Your AI analyst for ALL your data
Connect to *any* data source.
Analyze it using an AI agent that understands (and learns!) your business.
Turn your insights into dashboards or workflows in minutes. https://t.co/ygODIvdCtc tweet
Offshore
Video
Brady Long
RT @thisdudelikesAI: The first answer is never the useful one.
The value is in the 2nd, 3rd, and 4th follow-up questions.
Tools that keep up with that are the real upgrade.
You gotta check this out!
tweet
RT @thisdudelikesAI: The first answer is never the useful one.
The value is in the 2nd, 3rd, and 4th follow-up questions.
Tools that keep up with that are the real upgrade.
You gotta check this out!
Today we’re introducing @hqfabi 2.0 - Your AI analyst for ALL your data
Connect to *any* data source.
Analyze it using an AI agent that understands (and learns!) your business.
Turn your insights into dashboards or workflows in minutes. https://t.co/ygODIvdCtc tweet
Offshore
Video
Brady Long
RT @bigaiguy: “Let’s check the data”
(3 tabs, a CSV, a Slack thread, and a meeting later)
You finally realize you asked the wrong question.
Tools that let you immediately ask the next one are the real win.
This one is the answer... 👇
tweet
RT @bigaiguy: “Let’s check the data”
(3 tabs, a CSV, a Slack thread, and a meeting later)
You finally realize you asked the wrong question.
Tools that let you immediately ask the next one are the real win.
This one is the answer... 👇
Today we’re introducing @hqfabi 2.0 - Your AI analyst for ALL your data
Connect to *any* data source.
Analyze it using an AI agent that understands (and learns!) your business.
Turn your insights into dashboards or workflows in minutes. https://t.co/ygODIvdCtc tweet
Offshore
Photo
The Few Bets That Matter
$TMDX is up more than 10% today after yesterday’s conference.
Why? Simply because the market wakes up to facts that were in front of everyone's eyes for months. And we took advantage of its blindness.
Below is a clear recap of $TMDX: what the company does, what was said at the conference, and why I remain very bullish.
What is Transmedics?
$TMDX provides an end-to-end transplant service, from organ recovery to transplantation, including transportation & organ preservation through its Organ Care System (OCS).
The OCS is advanced technology that keeps organs warm, oxygenated and functioning during transport. Organs beat, breath or else, with automated controls and medication as needed. It replicates conditions inside the human body, as if the organs were still within.
Today, TransMedics operates:
🔹18 hubs across the U.S.
🔹50 full-time transplant surgeons
🔹200+ clinical specialists
🔹A vertically integrated jets unit with 22 aircraft, 130+ pilots, and a dedicated maintenance hub
$TMDX solution is critical for three reasons:
1. Availability
OCS enables the use of Donation After Circulatory Death organs and long-distance transport that would fail with ice. This expands the donor pool and has directly driven growth in transplant volumes.
2. Outcomes
Surgeons can monitor organ health in real time before transplant, reducing complications, shortening ICU stays and increasing long term outcomes. Management said FY25 is the highest organ utilization rate ever reported in transplant history.
3. Efficiency
By owning jets and logistics internally $TMDX reduces waste and lowers costs with better coordination and higher success rates.
In brief, $TMDX enables more transplants, at lower costs, with better outcomes and higher reliability. No competitor currently shows comparable results.
If you want to go further.
https://t.co/9DBOVICFVb
What was said & why being bullish?
The key takeaway was simple: management reaffirmed its target of reaching 10,000 transplants per year by 2028.
BUT.
This target excludes.
🔹Europe
🔹Kidneys
🔹Heart/lungs trials
The last is already generating revenue. The first will contribute meaningfully from H2-26. And the second is set to be on trial by 2027.
And management should reach 10,000 by 2028 without them. And 10,000 transplants, my model estimates ~$1.2B in revenue. With a 7x sales multiple (historical average), we're talking ~$250.
Details:
https://t.co/FThbpSnXtX
International Expansion.
$TMDX is expanding outside the U.S., starting with Italy, where four hubs are being deployed.
https://t.co/pn72BMfrY6
Management also mentioned potential expansion into the Middle East and Australia.
Transplants happen worldwide and best-in-class technology should expand well.
Heart & Lungs Trials.
🔹Heart trials have begun, with 18 patients enrolled and very positive feedback
We are very excited about the early results and the early feedback we're getting from centers that are transplanting these hearts into their patients.
🔹Lung program has received unconditional approval and should start soon
Kidney & Gen3 OCS.
The kidney OCS, supposed to start trials in 2028, is now targeted for FDA approval and trials as early as next year.
It will be the start for OCS Gen3, which will be
🔹Smaller
🔹Fully automated
🔹Remotely monitored and controlled
🔹Equipped with built-in sensors, removing the need for manual blood testing during transport
🔹Used as the framework for the new livers, hearts and lungs OCS Gen3
Conclusion.
I have said many times that $TMDX was not a $120 stock.
https://t.co/5UcptTuGHT
This company has years of technological lead in a sector with extremely high switching costs; not just financially, but in trust and clinical outcomes.
$TMDX has the potential to become the global standard for organ transplantation. The remaining question is simple:
What is that worth? tweet
$TMDX is up more than 10% today after yesterday’s conference.
Why? Simply because the market wakes up to facts that were in front of everyone's eyes for months. And we took advantage of its blindness.
Below is a clear recap of $TMDX: what the company does, what was said at the conference, and why I remain very bullish.
What is Transmedics?
$TMDX provides an end-to-end transplant service, from organ recovery to transplantation, including transportation & organ preservation through its Organ Care System (OCS).
The OCS is advanced technology that keeps organs warm, oxygenated and functioning during transport. Organs beat, breath or else, with automated controls and medication as needed. It replicates conditions inside the human body, as if the organs were still within.
Today, TransMedics operates:
🔹18 hubs across the U.S.
🔹50 full-time transplant surgeons
🔹200+ clinical specialists
🔹A vertically integrated jets unit with 22 aircraft, 130+ pilots, and a dedicated maintenance hub
$TMDX solution is critical for three reasons:
1. Availability
OCS enables the use of Donation After Circulatory Death organs and long-distance transport that would fail with ice. This expands the donor pool and has directly driven growth in transplant volumes.
2. Outcomes
Surgeons can monitor organ health in real time before transplant, reducing complications, shortening ICU stays and increasing long term outcomes. Management said FY25 is the highest organ utilization rate ever reported in transplant history.
3. Efficiency
By owning jets and logistics internally $TMDX reduces waste and lowers costs with better coordination and higher success rates.
In brief, $TMDX enables more transplants, at lower costs, with better outcomes and higher reliability. No competitor currently shows comparable results.
If you want to go further.
https://t.co/9DBOVICFVb
What was said & why being bullish?
The key takeaway was simple: management reaffirmed its target of reaching 10,000 transplants per year by 2028.
BUT.
This target excludes.
🔹Europe
🔹Kidneys
🔹Heart/lungs trials
The last is already generating revenue. The first will contribute meaningfully from H2-26. And the second is set to be on trial by 2027.
And management should reach 10,000 by 2028 without them. And 10,000 transplants, my model estimates ~$1.2B in revenue. With a 7x sales multiple (historical average), we're talking ~$250.
Details:
https://t.co/FThbpSnXtX
International Expansion.
$TMDX is expanding outside the U.S., starting with Italy, where four hubs are being deployed.
https://t.co/pn72BMfrY6
Management also mentioned potential expansion into the Middle East and Australia.
Transplants happen worldwide and best-in-class technology should expand well.
Heart & Lungs Trials.
🔹Heart trials have begun, with 18 patients enrolled and very positive feedback
We are very excited about the early results and the early feedback we're getting from centers that are transplanting these hearts into their patients.
🔹Lung program has received unconditional approval and should start soon
Kidney & Gen3 OCS.
The kidney OCS, supposed to start trials in 2028, is now targeted for FDA approval and trials as early as next year.
It will be the start for OCS Gen3, which will be
🔹Smaller
🔹Fully automated
🔹Remotely monitored and controlled
🔹Equipped with built-in sensors, removing the need for manual blood testing during transport
🔹Used as the framework for the new livers, hearts and lungs OCS Gen3
Conclusion.
I have said many times that $TMDX was not a $120 stock.
https://t.co/5UcptTuGHT
This company has years of technological lead in a sector with extremely high switching costs; not just financially, but in trust and clinical outcomes.
$TMDX has the potential to become the global standard for organ transplantation. The remaining question is simple:
What is that worth? tweet