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Quiver Quantitative
Republican Representative James Comer: "Nobody on our side is defending Pam Bondi, I can assure you" https://t.co/rLfOLkocVy
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Republican Representative James Comer: "Nobody on our side is defending Pam Bondi, I can assure you" https://t.co/rLfOLkocVy
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Offshore
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God of Prompt
RT @godofprompt: SoftBank just bet $70M that your competitors are about to build better software than you.
In 45 days, Emergent jumped from $25M to $50M ARR.
5M+ builders already moved.
6M+ real apps shipped.
While you're debugging Supabase, they're already deployed. https://t.co/ekFZPDYOtf
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RT @godofprompt: SoftBank just bet $70M that your competitors are about to build better software than you.
In 45 days, Emergent jumped from $25M to $50M ARR.
5M+ builders already moved.
6M+ real apps shipped.
While you're debugging Supabase, they're already deployed. https://t.co/ekFZPDYOtf
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Wasteland Capital
At some point relatively soon we will be able to say “Make me a new Lord of the Rings movie, in Studio Ghibli style, James Gunn directing, add a dragon battle”. And then the AI spits out the movie 5 min later.
Personalised media will be brutal for media co’s and Hollywood.
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At some point relatively soon we will be able to say “Make me a new Lord of the Rings movie, in Studio Ghibli style, James Gunn directing, add a dragon battle”. And then the AI spits out the movie 5 min later.
Personalised media will be brutal for media co’s and Hollywood.
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Offshore
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The Few Bets That Matter
The market needs OpenAI to succeed. And if you believe they won't, then you should not own any AI stock.
A lot of people want it to fail but if it does: the market crashes. Interesting paradox.
$ORCL RPOs get cut in half or worse. That flows straight into lower hardware demand for $NVDA, $TSM etc, and growth expectations are destroyed.
OpenAI has to succeed.
Anything less puts serious stress on the market.
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The market needs OpenAI to succeed. And if you believe they won't, then you should not own any AI stock.
A lot of people want it to fail but if it does: the market crashes. Interesting paradox.
$ORCL RPOs get cut in half or worse. That flows straight into lower hardware demand for $NVDA, $TSM etc, and growth expectations are destroyed.
OpenAI has to succeed.
Anything less puts serious stress on the market.
OpenAI is doomed.
They have already lost the enterprise market to Anthropic and I don’t see why they wouldn’t lose the consumer market to Gemini as well.
They don’t have the best product, they don’t have the most money, and they lost top talent to others.
How can they win? https://t.co/BXA8zX8FbO tweet
Offshore
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The Few Bets That Matter
$NVO & $LULU are stocks I’ve been tracking for months; both are now giving the opportunity I was waiting for.
Question is... which one to buy?
$NVO is the safer play. It’s a healthcare name with clear growth potential and the market loves healthcare lately. The Wegovy pill could see massive demand & the stock is trading at historical lows relative to its potential - which still hasn’t shown up in the numbers.
$LULU is the riskier bet. It requires a growth in Western consumption which isn’t guaranteed in today's environment... But $AEO & $VSCO did it and management was clear: demand is here, execution was the issue. Valuation is extremely low, international growth is massive and there’s a clear plan to re-accelerate growth in the West.
Patience is the hardest part of investing. But when two setups you’ve been waiting on for months trigger at the same time, capital allocation becomes the hard part.
Buying too early creates psychological pressure. Buying too late caps returns. The sweet spot, where risk, valuation, and timing align is rare, hard to identify, and even harder to execute.
Right now, both setups are offering that opportunity.
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$NVO & $LULU are stocks I’ve been tracking for months; both are now giving the opportunity I was waiting for.
Question is... which one to buy?
$NVO is the safer play. It’s a healthcare name with clear growth potential and the market loves healthcare lately. The Wegovy pill could see massive demand & the stock is trading at historical lows relative to its potential - which still hasn’t shown up in the numbers.
$LULU is the riskier bet. It requires a growth in Western consumption which isn’t guaranteed in today's environment... But $AEO & $VSCO did it and management was clear: demand is here, execution was the issue. Valuation is extremely low, international growth is massive and there’s a clear plan to re-accelerate growth in the West.
Patience is the hardest part of investing. But when two setups you’ve been waiting on for months trigger at the same time, capital allocation becomes the hard part.
Buying too early creates psychological pressure. Buying too late caps returns. The sweet spot, where risk, valuation, and timing align is rare, hard to identify, and even harder to execute.
Right now, both setups are offering that opportunity.
tweet
Offshore
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The Few Bets That Matter
Who could have taken this whole situation seriously…
I’m not one to talk about "them", "manipulating" the markets , that’s an excuse for bad investors.
But there’s no doubt that the last year has been very profitable for some individuals...
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Who could have taken this whole situation seriously…
I’m not one to talk about "them", "manipulating" the markets , that’s an excuse for bad investors.
But there’s no doubt that the last year has been very profitable for some individuals...
TRUMP: BASED ON A VERY PRODUCTIVE MEETING WITH NATO, I WILL NOT BE IMPOSING THE FEBRUARY 1ST TARIFFS
THE TACO IS HERE https://t.co/Uyv03Q9NCY tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Netflix Q4 2025 Earnings Report
✅ REV: $12.05B (+17%)
✅ EPS: $0.56 (+31%)
📺 “We crossed the 325M paid memberships milestone during the quarter”
$NFLX https://t.co/FxPrY4DnbB
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RT @DimitryNakhla: Netflix Q4 2025 Earnings Report
✅ REV: $12.05B (+17%)
✅ EPS: $0.56 (+31%)
📺 “We crossed the 325M paid memberships milestone during the quarter”
$NFLX https://t.co/FxPrY4DnbB
Netflix Q4 2025 Earnings Preview
🗓️ REV Est: $11.97B (+17%)
🗓️ EPS Est: $0.55 (+28%)
💵 NTM P/E: 28x
💵 NTM FCF Yield: 2.8%
Since 2015, $NFLX total paid memberships have grown at an impressive 17% CAGR https://t.co/m6psEOMEPk tweet
Offshore
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Moon Dev
mlk last chance
mlk day is over, and this deal closes today
$2,853 in savings disappears tonight
if you want everything, this is your only shot
get all access https://t.co/5lubmNhCuD
Moon Dev https://t.co/l9MeYObrRk
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mlk last chance
mlk day is over, and this deal closes today
$2,853 in savings disappears tonight
if you want everything, this is your only shot
get all access https://t.co/5lubmNhCuD
Moon Dev https://t.co/l9MeYObrRk
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