Offshore
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Quiver Quantitative
BREAKING: We just caught more STOCK Act violations.
Senator Katie Britt just filed over a dozen stock transactions months past the filing deadline.
She bought Google, $GOOG, in April. It has risen 106% since then.
Full trade list up on Quiver. https://t.co/hlDoAmMMX9
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BREAKING: We just caught more STOCK Act violations.
Senator Katie Britt just filed over a dozen stock transactions months past the filing deadline.
She bought Google, $GOOG, in April. It has risen 106% since then.
Full trade list up on Quiver. https://t.co/hlDoAmMMX9
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Offshore
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Fiscal.ai
Medical Costs have now grown faster than Premiums for 10 consecutive quarters at UnitedHealth.
$UNH: -18.5% today https://t.co/TfSTU7NXVx
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Medical Costs have now grown faster than Premiums for 10 consecutive quarters at UnitedHealth.
$UNH: -18.5% today https://t.co/TfSTU7NXVx
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Offshore
Video
God of Prompt
R.I.P single-agent AI.
@lobehub just made Manus and Claude Cowork look like toys.
Multi-agent teams. Supervisor orchestration. Parallel execution.
One prompt. Full delivery.
Here's the math that proves it (and why you're still using L3 agents): https://t.co/lmi0kn7gCN
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R.I.P single-agent AI.
@lobehub just made Manus and Claude Cowork look like toys.
Multi-agent teams. Supervisor orchestration. Parallel execution.
One prompt. Full delivery.
Here's the math that proves it (and why you're still using L3 agents): https://t.co/lmi0kn7gCN
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Offshore
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memenodes
$ETH down so bad we got Tom Lee riding the bus
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$ETH down so bad we got Tom Lee riding the bus
Snow knocked out train at my station
So morning commute today is bus 🚌 to train 🚂 to nyc https://t.co/kS7gu19dqT tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: As of Q3 2025, Chris Hohn’s largest buy was Visa at a $341 reported price— increasing his position by 47% to ~18% of TCI fund.
Today $V trades for a 4.08% FCF Yield — a level it has spent only ~20% of the time above since 2022.
Similarly, $MA trades for a 3.61% FCF Yield — a level it has spent only ~10% of the time above since 2022.
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RT @DimitryNakhla: As of Q3 2025, Chris Hohn’s largest buy was Visa at a $341 reported price— increasing his position by 47% to ~18% of TCI fund.
Today $V trades for a 4.08% FCF Yield — a level it has spent only ~20% of the time above since 2022.
Similarly, $MA trades for a 3.61% FCF Yield — a level it has spent only ~10% of the time above since 2022.
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Offshore
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Quartr
$LVMH Q4 2025 organic growth rates:
Revenue +1%
*Wines & Spirits -9%
*Fashion & Leather Goods -3%
*Perfumes & Cosmetics -1%
*Watches & Jewelry +8%
*Selective Retailing +7% https://t.co/Ms1rdnPQPy
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$LVMH Q4 2025 organic growth rates:
Revenue +1%
*Wines & Spirits -9%
*Fashion & Leather Goods -3%
*Perfumes & Cosmetics -1%
*Watches & Jewelry +8%
*Selective Retailing +7% https://t.co/Ms1rdnPQPy
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Offshore
Video
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $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
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RT @DimitryNakhla: $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