Offshore
Video
Wasteland Capital
$UNH Another ouchie as they guide to ‘26 revenue of $439bn (down -2% on ‘25) vs $456bn consensus. EPS guide at $17.75 in line, but how credible is that if Medicare Advantage plans to get only a 0.09% increase from daddy Government, vs +6% expected?
Call an ambulance. https://t.co/bV3Zr4iTM0
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$UNH Another ouchie as they guide to ‘26 revenue of $439bn (down -2% on ‘25) vs $456bn consensus. EPS guide at $17.75 in line, but how credible is that if Medicare Advantage plans to get only a 0.09% increase from daddy Government, vs +6% expected?
Call an ambulance. https://t.co/bV3Zr4iTM0
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Offshore
Video
Brady Long
The gap between 'AI Chatbot' and 'AI Agent' is action.
MiniMax bridges the gap with full browser control and batch workflows. It’s like giving Claude a pair of hands.
This is wild.
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The gap between 'AI Chatbot' and 'AI Agent' is action.
MiniMax bridges the gap with full browser control and batch workflows. It’s like giving Claude a pair of hands.
This is wild.
MiniMax Agent = Claude cowork + Clawdbot
- Lives on your computer AND in the cloud
- Agentic + batch workflows
- Full browser control
- Agent skills library
- Expert agents: customized & shared
- Runs on macOS & Windows
Upgrade your tools and mindset. Everyone is an Agent Designer.
https://t.co/XzaTmAos0V tweet
Offshore
Photo
God of Prompt
RT @Kimi_Moonshot: 🥝 Meet Kimi K2.5, Open-Source Visual Agentic Intelligence.
🔹 Global SOTA on Agentic Benchmarks: HLE full set (50.2%), BrowseComp (74.9%)
🔹 Open-source SOTA on Vision and Coding: MMMU Pro (78.5%), VideoMMMU (86.6%), SWE-bench Verified (76.8%)
🔹 Code with Taste: turn chats, images & videos into aesthetic websites with expressive motion.
🔹 Agent Swarm (Beta): self-directed agents working in parallel, at scale. Up to 100 sub-agents, 1,500 tool calls, 4.5× faster compared with single-agent setup.
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🥝 K2.5 is now live on https://t.co/YutVbwktG0 in chat mode and agent mode.
🥝 K2.5 Agent Swarm in beta for high-tier users.
🥝 For production-grade coding, you can pair K2.5 with Kimi Code: https://t.co/A5WQozJF3s
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🔗 API: https://t.co/EOZkbOwCN4
🔗 Tech blog: https://t.co/6h2KkoA0xd
🔗 Weights & code: https://t.co/H38KegeDIY
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RT @Kimi_Moonshot: 🥝 Meet Kimi K2.5, Open-Source Visual Agentic Intelligence.
🔹 Global SOTA on Agentic Benchmarks: HLE full set (50.2%), BrowseComp (74.9%)
🔹 Open-source SOTA on Vision and Coding: MMMU Pro (78.5%), VideoMMMU (86.6%), SWE-bench Verified (76.8%)
🔹 Code with Taste: turn chats, images & videos into aesthetic websites with expressive motion.
🔹 Agent Swarm (Beta): self-directed agents working in parallel, at scale. Up to 100 sub-agents, 1,500 tool calls, 4.5× faster compared with single-agent setup.
-
🥝 K2.5 is now live on https://t.co/YutVbwktG0 in chat mode and agent mode.
🥝 K2.5 Agent Swarm in beta for high-tier users.
🥝 For production-grade coding, you can pair K2.5 with Kimi Code: https://t.co/A5WQozJF3s
-
🔗 API: https://t.co/EOZkbOwCN4
🔗 Tech blog: https://t.co/6h2KkoA0xd
🔗 Weights & code: https://t.co/H38KegeDIY
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Offshore
Photo
Dimitry Nakhla | Babylon Capital®
$MELI trades for a reasonable PEG 🤝
NTM P/E ~44x
2026 EPS➡️ $59.55 (+48%)
2027 EPS ➡️ $83.48 (+40%)
2028 EPS ➡️ $115.61 (+38%)
CAGR at various multiples assuming 2028 EPS of $100 (~14% below est)
36x | 18%
34x | 16%
32x | 13%
30x | 11%
28x | 8% https://t.co/aDJ7eU8npV
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$MELI trades for a reasonable PEG 🤝
NTM P/E ~44x
2026 EPS➡️ $59.55 (+48%)
2027 EPS ➡️ $83.48 (+40%)
2028 EPS ➡️ $115.61 (+38%)
CAGR at various multiples assuming 2028 EPS of $100 (~14% below est)
36x | 18%
34x | 16%
32x | 13%
30x | 11%
28x | 8% https://t.co/aDJ7eU8npV
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Offshore
Video
Brady Long
RT @bigaiguy: Drowning in open tabs?
MiniMax Agent is your savior. I set up a batch workflow to summarize 20+ newsletters every morning.
It reads the web so I don't have to.
Reclaim your life:
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RT @bigaiguy: Drowning in open tabs?
MiniMax Agent is your savior. I set up a batch workflow to summarize 20+ newsletters every morning.
It reads the web so I don't have to.
Reclaim your life:
MiniMax Agent = Claude cowork + Clawdbot
- Lives on your computer AND in the cloud
- Agentic + batch workflows
- Full browser control
- Agent skills library
- Expert agents: customized & shared
- Runs on macOS & Windows
Upgrade your tools and mindset. Everyone is an Agent Designer.
https://t.co/XzaTmAos0V tweet
Offshore
Video
AkhenOsiris
RT @JerryCap: feels like it took 3 months instead?
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RT @JerryCap: feels like it took 3 months instead?
Andrej Karpathy says today's agents aren't ready to work like real coworkers or interns
They lack intelligence, can't use computers, aren't multimodal, lack continual learning, and forget what you tell them
Fixing these gaps will take about a decade https://t.co/dAWOiM9GDC tweet
AkhenOsiris
$HOOD
Cantor Fitzgerald assumed coverage of Robinhood with an Overweight rating and $130.
The company’s growth runway keeps getting longer as it capitalizes on secular trends for digital financial services with rapid product innovation and consistent execution, the analyst tells investors in a research note. Robinhood’s younger customer demographic vs. peers also positions the company to capture incremental wallet share as customers’ financial needs expand, and the firm views the company’s current valuation and price levels as attractive, Cantor added.
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$HOOD
Cantor Fitzgerald assumed coverage of Robinhood with an Overweight rating and $130.
The company’s growth runway keeps getting longer as it capitalizes on secular trends for digital financial services with rapid product innovation and consistent execution, the analyst tells investors in a research note. Robinhood’s younger customer demographic vs. peers also positions the company to capture incremental wallet share as customers’ financial needs expand, and the firm views the company’s current valuation and price levels as attractive, Cantor added.
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