Offshore
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The Few Bets That Matter
Comparing $NVO to $LLY is like comparing an air balloon to a fighter jet.
It may look good, but you're wrong.
$NVO has traded around ~5x sales for most of its history, with <10% growth. at today’s growth rate, it is not cheap.
the bull case is wegovy oral pills and a potential 15%+ growth thanks to them. if that happens, $nvo can justify 6–7x sales, meaning ~$70/share.
if it doesn’t, going to war with an air balloon is just signing your own death sentence.
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Comparing $NVO to $LLY is like comparing an air balloon to a fighter jet.
It may look good, but you're wrong.
$NVO has traded around ~5x sales for most of its history, with <10% growth. at today’s growth rate, it is not cheap.
the bull case is wegovy oral pills and a potential 15%+ growth thanks to them. if that happens, $nvo can justify 6–7x sales, meaning ~$70/share.
if it doesn’t, going to war with an air balloon is just signing your own death sentence.
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Offshore
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The Few Bets That Matter
$UPS is one of the best setups in the market.
It’s not sexy; but a 100%+ return buys plenty of sexy stuff, even made on unsexy names.
$UPS is a defensive asset trading ~50% below its historical average multiples, while the market has been crystal clear on what it wants: defensives.
Nothing is guaranteed.
But this one is as close as it gets.
Detailed plan below 👇
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$UPS is one of the best setups in the market.
It’s not sexy; but a 100%+ return buys plenty of sexy stuff, even made on unsexy names.
$UPS is a defensive asset trading ~50% below its historical average multiples, while the market has been crystal clear on what it wants: defensives.
Nothing is guaranteed.
But this one is as close as it gets.
Detailed plan below 👇
https://t.co/1H9kTnRWyu tweet
Offshore
Video
God of Prompt
Holy shit, 2+ minute videos with 10 style variations from ONE image?
GMI Studio just bodied half the video AI market.
1.4x faster too.
This is what happens when engineers actually cook instead of tweeting roadmaps.
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Holy shit, 2+ minute videos with 10 style variations from ONE image?
GMI Studio just bodied half the video AI market.
1.4x faster too.
This is what happens when engineers actually cook instead of tweeting roadmaps.
GMI Studio is officially here.
We’ve moved beyond multimodal hubs to create a dedicated workflow engine for high-end AI creation.
- Long-form video (2 min+).
- 1 image, 10 video styles, cinematic output.
- 1.4x faster generation speed, powered by GMI inference.
- Social feed: Discover and like.
The beta is over. The studio is open. tweet
Offshore
Video
The Few Bets That Matter
If your position is down 30%+, you made a mistake. A big one.
This applies to every stock, not just $DUOL, and it doesn’t mean $DUOL is a bad company or that Antonio is a bad stock picker.
Everyone makes mistakes.
But holding a stock down 70% is not conviction. It’s ego.
It means you own a company the market refuses to reward while you insist you’re right. Millions scream at you that you are wrong, and you ignore them.
You’re still down 70%. That’s a fact. That's the definition of being wrong.
Even if $DUOL makes new highs in two or three years, you were still wrong then. You misunderstood something and paid for it with years of underperformance, likely more as you probably will DCA to the grave.
By ego, again.
The market decides who’s right and who’s wrong. A buy at $150 may be right. But the original thesis wasn’t.
You should accept being wrong.
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If your position is down 30%+, you made a mistake. A big one.
This applies to every stock, not just $DUOL, and it doesn’t mean $DUOL is a bad company or that Antonio is a bad stock picker.
Everyone makes mistakes.
But holding a stock down 70% is not conviction. It’s ego.
It means you own a company the market refuses to reward while you insist you’re right. Millions scream at you that you are wrong, and you ignore them.
You’re still down 70%. That’s a fact. That's the definition of being wrong.
Even if $DUOL makes new highs in two or three years, you were still wrong then. You misunderstood something and paid for it with years of underperformance, likely more as you probably will DCA to the grave.
By ego, again.
The market decides who’s right and who’s wrong. A buy at $150 may be right. But the original thesis wasn’t.
You should accept being wrong.
$DUOL is down 70% from the highs.
It may be time to admit that I was wrong... https://t.co/vQZRmOxY41 tweet
Offshore
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Quiver Quantitative
Last week, we caught this trade.
Representative McClain was just questioned on it.
She said that if it was insider trading, she would have bought "a heck of a lot more". https://t.co/nxLD7wNGfT
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Last week, we caught this trade.
Representative McClain was just questioned on it.
She said that if it was insider trading, she would have bought "a heck of a lot more". https://t.co/nxLD7wNGfT
BREAKING: Representative Lisa McClain just filed a purchase of up to $250K of private stock in Elon Musk’s xAI.
McClain sits on the House Armed Services Subcommittee on Cyber, Information Technologies, and Innovation.
The US military is currently using xAI’s Grok. https://t.co/yz0B3XMfTE tweet
Offshore
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Brady Long
I’ve been spending more time watching China’s tech cycle than trying to predict it.
AI, semis, clean energy, smart manufacturing → this shift is structural, not headline-driven.
What I like about $CNQQ is it behaves less like a stock pick and more like an observation layer.
You get a clean read across A-shares + Hong Kong tech leaders, especially after HK tech cooled off for ~2 months and valuations reset.
Not investment advice.
Just a useful lens if you want to see where China’s hard tech is actually compounding.
#CNQQ #ChinaTech #AI #CapitalFlows
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I’ve been spending more time watching China’s tech cycle than trying to predict it.
AI, semis, clean energy, smart manufacturing → this shift is structural, not headline-driven.
What I like about $CNQQ is it behaves less like a stock pick and more like an observation layer.
You get a clean read across A-shares + Hong Kong tech leaders, especially after HK tech cooled off for ~2 months and valuations reset.
Not investment advice.
Just a useful lens if you want to see where China’s hard tech is actually compounding.
#CNQQ #ChinaTech #AI #CapitalFlows
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