Offshore
Video
Brady Long
$100M in 9 months is loony bin type stuff. Congrats!
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$100M in 9 months is loony bin type stuff. Congrats!
Excited to launch Genspark AI Workspace 2.0 🚀
We've hit three major milestones: crossed $100M ARR, closed our $300M Series B, and onboarded 1,000+ companies to Genspark for Business in just 8 weeks.
Today we're launching the next evolution of autonomous work—major updates that fundamentally change how you work:
Speakly – Don't type, just speak! New AI voice dictation app for Mac & PC. 4x faster than typing.
Custom Workflows in AI Inbox – Build custom email workflows in plain language. AI Inbox processes them automatically.
Enhanced AI Agents – AI Slides Creative Mode, AI Music Agent, and AI Audio Agent.
See the demo 👇 tweet
Offshore
Video
God of Prompt
AI wrote a billion lines of code in 2025.
And somehow nobody built the one that actually matters for families.
This is the first ever launch of The World’s First Family AI... Nori.
Most optimize work. None optimize life.
Nori is my family CEO.
It remembers soccer practice, plans dinner, and keeps my family functioning 👇
https://t.co/JnoKkAVJwZ
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AI wrote a billion lines of code in 2025.
And somehow nobody built the one that actually matters for families.
This is the first ever launch of The World’s First Family AI... Nori.
Most optimize work. None optimize life.
Nori is my family CEO.
It remembers soccer practice, plans dinner, and keeps my family functioning 👇
https://t.co/JnoKkAVJwZ
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Offshore
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Fiscal.ai
AT&T just reported its highest mobile phone churn in 5 years.
$T https://t.co/RDmQ9V3aSX
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AT&T just reported its highest mobile phone churn in 5 years.
$T https://t.co/RDmQ9V3aSX
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Dimitry Nakhla | Babylon Capital®
5 Earnings Reports After Today’s Close 🗓️
1️⃣ $MSFT
💵 Rev Est: $80.27B (+15% YoY)
💵 Eps Est: $3.87 (+20% YoY)
2️⃣ $FICO
💵 Rev Est: $501.25M (+14% YoY)
💵 Eps Est: $7.08 (+16% YoY)
3️⃣ $META
💵 Rev Est: $58.41B (+21% YoY)
💵 Eps Est: $8.18 (+2% YoY)
4️⃣ $NOW
💵 Rev Est: $3.53B (+19% YoY)
💵 Eps Est: $0.89 (+22% YoY)
5️⃣ $LRCX
💵 Rev Est: $5.23B (+20% YoY)
💵 Eps Est: $1.17 (+28% YoY)
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5 Earnings Reports After Today’s Close 🗓️
1️⃣ $MSFT
💵 Rev Est: $80.27B (+15% YoY)
💵 Eps Est: $3.87 (+20% YoY)
2️⃣ $FICO
💵 Rev Est: $501.25M (+14% YoY)
💵 Eps Est: $7.08 (+16% YoY)
3️⃣ $META
💵 Rev Est: $58.41B (+21% YoY)
💵 Eps Est: $8.18 (+2% YoY)
4️⃣ $NOW
💵 Rev Est: $3.53B (+19% YoY)
💵 Eps Est: $0.89 (+22% YoY)
5️⃣ $LRCX
💵 Rev Est: $5.23B (+20% YoY)
💵 Eps Est: $1.17 (+28% YoY)
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Brady Long
RT @thisdudelikesAI: Hot take: research doesn’t feel slow because you’re bad at it.
It feels slow because your tools were never designed to think with you.
@scispace just shipped Agent updates that quietly fix this.
I ran a real workflow 👇
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RT @thisdudelikesAI: Hot take: research doesn’t feel slow because you’re bad at it.
It feels slow because your tools were never designed to think with you.
@scispace just shipped Agent updates that quietly fix this.
I ran a real workflow 👇
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Offshore
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Brady Long
Called it https://t.co/Pajtv21JkE
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Called it https://t.co/Pajtv21JkE
Exposition: “People need to be aware of the data risks with AI”
Rising Action: “I just bought 75 Mac Minis. Stop living in the stone ages.”
Climax: “I lost everything. Some guy literally cloned me and it convinced my wife it was me.”
Resolution: “I teach yoga now.” tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: If AWS & Ads continue to accelerate for a third straight quarter, it wouldn’t surprise me to see $AMZN trade above $275💵
Since 2018, $AMZN has averaged ~24x P/OCF
At $275, $AMZN would still be ~16x 2026 P/OCF with OCF expected to grow >20% annually from 2026–2028 https://t.co/N1lWSlyez6
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RT @DimitryNakhla: If AWS & Ads continue to accelerate for a third straight quarter, it wouldn’t surprise me to see $AMZN trade above $275💵
Since 2018, $AMZN has averaged ~24x P/OCF
At $275, $AMZN would still be ~16x 2026 P/OCF with OCF expected to grow >20% annually from 2026–2028 https://t.co/N1lWSlyez6
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The Few Bets That Matter
I've seen comments about shorting $ASML, or calling the stock too expensive for low growth.
If that’s your take, you either don’t understand the business, or the market.
$ASML is the heart of the AI revolution, before $NVDA. No lithography means no GPUs, memory, none of it. With no competition $ASML deserves a premium for its business alone.
Guidance calls for ~4% - 19% growth in FY26. Weak to reasonable considering the AI boom, I'll give you that.
But that’s only half the story. Markets reward safe and growing cash generation.
https://t.co/dDXxvy08KM
Not only margins are expanding. But they should continue to with growing EUV proportion of sales, layoffs for more efficient operations and long term demand for their lithography hardware.
Companies that can grow cash flow predictably and return capital to shareholders deserve premium multiples.
$ASML checks every box.
🔹Massive moat (and I don't use that word lightly)
🔹Years of dominance with more ahead
🔹Healthy and regular growth in an accelerating market
🔹Margin expansion from pricing power and efficiency
That justifies its premium, and it isn't an overrated one. It was an easy buy at ~$700 and it seems to be an easy hold today, despites short term moves.
Nothing indicates a top. Maybe a small consolidation as the stock ran hot in anticipation of earnings, but those delivered.
Nothing to short here.
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I've seen comments about shorting $ASML, or calling the stock too expensive for low growth.
If that’s your take, you either don’t understand the business, or the market.
$ASML is the heart of the AI revolution, before $NVDA. No lithography means no GPUs, memory, none of it. With no competition $ASML deserves a premium for its business alone.
Guidance calls for ~4% - 19% growth in FY26. Weak to reasonable considering the AI boom, I'll give you that.
But that’s only half the story. Markets reward safe and growing cash generation.
https://t.co/dDXxvy08KM
Not only margins are expanding. But they should continue to with growing EUV proportion of sales, layoffs for more efficient operations and long term demand for their lithography hardware.
Companies that can grow cash flow predictably and return capital to shareholders deserve premium multiples.
$ASML checks every box.
🔹Massive moat (and I don't use that word lightly)
🔹Years of dominance with more ahead
🔹Healthy and regular growth in an accelerating market
🔹Margin expansion from pricing power and efficiency
That justifies its premium, and it isn't an overrated one. It was an easy buy at ~$700 and it seems to be an easy hold today, despites short term moves.
Nothing indicates a top. Maybe a small consolidation as the stock ran hot in anticipation of earnings, but those delivered.
Nothing to short here.
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X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
My Investing Playbook
Offshore
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App Economy Insights
$ASML Q4 bookings just hit a record €13.2B.
The market expected €6.3B. 👀
So why is the stock down?
Shares are up 33% in the past month and trade at ~42× EBITDA. It's the high end of the historical range for this business. https://t.co/rZdaHLfNCw
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$ASML Q4 bookings just hit a record €13.2B.
The market expected €6.3B. 👀
So why is the stock down?
Shares are up 33% in the past month and trade at ~42× EBITDA. It's the high end of the historical range for this business. https://t.co/rZdaHLfNCw
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