Offshore
Photo
The Few Bets That Matter
A clear, repeatable system will always outperform the hunt for unicorns in a world full of cows.
Over the last decade, only $NVDA returned 10,000%+
Over the last year, more than 500 stocks returned 100%+. Growth & defensives - $ASTS $PLTR $BABA $BMNR $NBIS $MU $B $GCT $GLDG & more...
Investing is putting the probabilities on your side.
tweet
A clear, repeatable system will always outperform the hunt for unicorns in a world full of cows.
Over the last decade, only $NVDA returned 10,000%+
Over the last year, more than 500 stocks returned 100%+. Growth & defensives - $ASTS $PLTR $BABA $BMNR $NBIS $MU $B $GCT $GLDG & more...
Investing is putting the probabilities on your side.
https://t.co/oVEpN1nzX9 tweet
Offshore
Video
Dimitry Nakhla | Babylon Capital®
RT @satyanadella: Our newest AI accelerator Maia 200 is now online in Azure.
Designed for industry-leading inference efficiency, it delivers 30% better performance per dollar than current systems.
And with 10+ PFLOPS FP4 throughput, ~5 PFLOPS FP8, and 216GB HBM3e with 7TB/s of memory bandwidth it's optimized for large-scale AI workloads.
It joins our broader portfolio of CPUs, GPUs, and custom accelerators, giving customers more options to run advanced AI workloads faster and more cost-effectively on Azure.
tweet
RT @satyanadella: Our newest AI accelerator Maia 200 is now online in Azure.
Designed for industry-leading inference efficiency, it delivers 30% better performance per dollar than current systems.
And with 10+ PFLOPS FP4 throughput, ~5 PFLOPS FP8, and 216GB HBM3e with 7TB/s of memory bandwidth it's optimized for large-scale AI workloads.
It joins our broader portfolio of CPUs, GPUs, and custom accelerators, giving customers more options to run advanced AI workloads faster and more cost-effectively on Azure.
tweet
Offshore
Photo
Clark Square Capital
If you want the spicy EM version, SK Telecom (US: $SKM) -- a Korean telco provider -- invested $100 million into Anthropic's series C back in 2023.
Analysts estimate SKM's stake at 0.7% (likely diluted down a bit now) -- which would be worth >$2B https://t.co/UrihIRys9P
tweet
If you want the spicy EM version, SK Telecom (US: $SKM) -- a Korean telco provider -- invested $100 million into Anthropic's series C back in 2023.
Analysts estimate SKM's stake at 0.7% (likely diluted down a bit now) -- which would be worth >$2B https://t.co/UrihIRys9P
$ZM is the best Anthropic play
Zoom likely made a $51m investment in Anthropic Series C in 2023 at ~$4.1bn valuation. Sequoia in at $350bn. 85X?
Even diluted, Zoom may have a multi-billion dollar Anthropic position. Stock down 80% since ‘21. AI winner. wen Anthropic IPO? https://t.co/0X2ZzzrlYv tweet
Offshore
Video
Dimitry Nakhla | Babylon Capital®
$MSFT continues to invest in custom silicon alongside CPUs & GPUs to improve performance per dollar & inference efficiency inside Azure.
This kind of scale-driven infrastructure investment is difficult to replicate & reinforces Azure’s long-term competitive positioning. https://t.co/LnOsPQ07Xv
tweet
$MSFT continues to invest in custom silicon alongside CPUs & GPUs to improve performance per dollar & inference efficiency inside Azure.
This kind of scale-driven infrastructure investment is difficult to replicate & reinforces Azure’s long-term competitive positioning. https://t.co/LnOsPQ07Xv
Our newest AI accelerator Maia 200 is now online in Azure.
Designed for industry-leading inference efficiency, it delivers 30% better performance per dollar than current systems.
And with 10+ PFLOPS FP4 throughput, ~5 PFLOPS FP8, and 216GB HBM3e with 7TB/s of memory bandwidth it's optimized for large-scale AI workloads.
It joins our broader portfolio of CPUs, GPUs, and custom accelerators, giving customers more options to run advanced AI workloads faster and more cost-effectively on Azure. tweet
Offshore
Photo
Quiver Quantitative
JUST IN: A new account on Polymarket just bet $6,000 that the Fed will INCREASE interest rates at the next meeting.
Seems nearly impossible that this will happen.
But if it does, they will win $5,600,000. https://t.co/z3orHDG1wb
tweet
JUST IN: A new account on Polymarket just bet $6,000 that the Fed will INCREASE interest rates at the next meeting.
Seems nearly impossible that this will happen.
But if it does, they will win $5,600,000. https://t.co/z3orHDG1wb
tweet
Offshore
Photo
Fiscal.ai
In May of 2023, Zoom invested an estimated $50 million in Anthropic.
Earlier this month, Anthropic announced they were raising money at a $350B valuation.
How much could Zoom's stake be worth now?
$ZM https://t.co/BUGbRiJlqG
tweet
In May of 2023, Zoom invested an estimated $50 million in Anthropic.
Earlier this month, Anthropic announced they were raising money at a $350B valuation.
How much could Zoom's stake be worth now?
$ZM https://t.co/BUGbRiJlqG
tweet
Offshore
Photo
Quiver Quantitative
Here are the members of Congress whose stock portfolios are performing the best in 2026, per our estimates.
The market is up just 1.5% over the same period.
Track live on Quiver: https://t.co/eXK9LJ9RJE
tweet
Here are the members of Congress whose stock portfolios are performing the best in 2026, per our estimates.
The market is up just 1.5% over the same period.
Track live on Quiver: https://t.co/eXK9LJ9RJE
tweet