Offshore
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Hidden Value Gems
RT @BerkelKip: For those interested, this article shows the inventories around Buffett's first silver purchases - looks like they were 50-80 mln oz when Buffett got involved. FWIW, current inventories are ~425 mln oz (see next post) - https://t.co/EbWBV5z1rb https://t.co/TtZKQI4El7
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RT @BerkelKip: For those interested, this article shows the inventories around Buffett's first silver purchases - looks like they were 50-80 mln oz when Buffett got involved. FWIW, current inventories are ~425 mln oz (see next post) - https://t.co/EbWBV5z1rb https://t.co/TtZKQI4El7
Did you know that Buffett bought 111 million oz of Silver back in 1997? That's more than 10% of current global demand. Fascinating story - link in the next post.
#Buffett #Silver #Berkshire https://t.co/u6NF0VacmW tweet
Offshore
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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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Offshore
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Hidden Value Gems
RT @HiddenValueGems: Have I seen this chart already?
$WRB is a specialist insurance still run by its founder (the largest shareholder), trading at 14x P/E.
Mitsui Sumitomo (10% holder) increased its stake recently. https://t.co/IoanaHaH2R
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RT @HiddenValueGems: Have I seen this chart already?
$WRB is a specialist insurance still run by its founder (the largest shareholder), trading at 14x P/E.
Mitsui Sumitomo (10% holder) increased its stake recently. https://t.co/IoanaHaH2R
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God of Prompt
MCP & AI Agents 101: full setup guide
New YT video dropped 👇
https://t.co/tpkBx73dDm
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MCP & AI Agents 101: full setup guide
New YT video dropped 👇
https://t.co/tpkBx73dDm
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YouTube
MCP & AI Agents 101: Full Setup Guide
Get all my n8n workflows & prompts 👉 https://godofprompt.ai/complete-ai-bundle
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In This Video, I'll Finally Explain Why MCP and AI Agents Are Everywhere And How To Set Them Up
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In This Video, I'll Finally Explain Why MCP and AI Agents Are Everywhere And How To Set Them Up
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👇 Grab my FREE Resources:…
Moon Dev
Claude code can not automate your trading
Unless you approach it this way
It’s really the only way to use Claude to build trading bots
You may wanna bm this if you actually wanna have Claude code bots for you https://t.co/7uloPjRG2w
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Claude code can not automate your trading
Unless you approach it this way
It’s really the only way to use Claude to build trading bots
You may wanna bm this if you actually wanna have Claude code bots for you https://t.co/7uloPjRG2w
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Offshore
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Illiquid
We can’t estimate the demand for anything anymore. Optics. $lite $cohr $6834 https://t.co/gfLiRa8lQz
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We can’t estimate the demand for anything anymore. Optics. $lite $cohr $6834 https://t.co/gfLiRa8lQz
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Offshore
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Quiver Quantitative
JUST IN: Democrats now have an 80% chance of winning the House in 2026.
Up 2% in the last week. https://t.co/Q7JsfjzjiZ
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JUST IN: Democrats now have an 80% chance of winning the House in 2026.
Up 2% in the last week. https://t.co/Q7JsfjzjiZ
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $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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RT @DimitryNakhla: $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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Quiver Quantitative
BREAKING: Senator Chuck Schumer has said that Democrats won't vote for DHS funding unless ICE is required to remove masks and have body cameras & ID.
Also demanding no roving patrols and a code of conduct.
Polymarket is pricing in a 70% chance of a shutdown on Saturday.
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BREAKING: Senator Chuck Schumer has said that Democrats won't vote for DHS funding unless ICE is required to remove masks and have body cameras & ID.
Also demanding no roving patrols and a code of conduct.
Polymarket is pricing in a 70% chance of a shutdown on Saturday.
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