Offshore
Video
Michael Fritzell (Asian Century Stocks)
RT @kimmonismus: This is 100% AI generated. And I couldnt tell anymore. Holy moly. https://t.co/v9OVfRSqwe
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RT @kimmonismus: This is 100% AI generated. And I couldnt tell anymore. Holy moly. https://t.co/v9OVfRSqwe
Kling 3.0 is truly "one giant leap for AI video generation"! Check out this amazing mockumentary from Kling AI Creative Partner Simon Meyer! https://t.co/Iyw919s6OJ tweet
AkhenOsiris
$APP
Morgan Stanley analyst Matthew Cost reiterated an Overweight rating and $800 on AppLovin, noting the shares have fallen on fresh worries about disruption to the industry, particularly in mobile ad tech and video games. The stock has sold off on multiple investor concerns, creating a potential opportunity as shares now trade at roughly 15x 2027 EBITDA, the analyst tells investors in a research note. The firm believes ad tech’s best executor is priced for significant risks, some of which are more salient than others.
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$APP
Morgan Stanley analyst Matthew Cost reiterated an Overweight rating and $800 on AppLovin, noting the shares have fallen on fresh worries about disruption to the industry, particularly in mobile ad tech and video games. The stock has sold off on multiple investor concerns, creating a potential opportunity as shares now trade at roughly 15x 2027 EBITDA, the analyst tells investors in a research note. The firm believes ad tech’s best executor is priced for significant risks, some of which are more salient than others.
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AkhenOsiris
$GENI
As part of acquisition today, Genius Sports pre-announces:
Additionally, Genius Sports is reporting its preliminary unaudited estimates of financial results for the fiscal year ended December 31, 2025, subject to normal year-end adjustments:
Group Revenue of $669 million, reflecting 31% year-on-year growth
Group Adjusted EBITDA of $136 million, reflecting 59% year-on-year growth
Group Adjusted EBITDA margin of 20%
Cash and cash equivalents of $281 million.
Genius Sports also expects it would generate Group Revenue of approximately $810-820 million, and Group Adjusted EBITDA of approximately $180-190 million in 2026 on a standalone basis. At the midpoint, this represents Group Revenue and Group Adjusted EBITDA growth of 22% and 36%, respectively, and a Group Adjusted EBITDA margin of 23%.
The acquisition and integration of Legend will also set a higher performance benchmark for 2028, reflecting the expanded scale of Genius Sports’ media and advertising platform and accelerated monetization across its global inventory:
Group Revenue of $1.6 billion, representing approximately 21% CAGR from 2026 to 2028
Group Adjusted EBITDA margin of approximately 35%
Free Cash Flow conversion of at least 60%
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$GENI
As part of acquisition today, Genius Sports pre-announces:
Additionally, Genius Sports is reporting its preliminary unaudited estimates of financial results for the fiscal year ended December 31, 2025, subject to normal year-end adjustments:
Group Revenue of $669 million, reflecting 31% year-on-year growth
Group Adjusted EBITDA of $136 million, reflecting 59% year-on-year growth
Group Adjusted EBITDA margin of 20%
Cash and cash equivalents of $281 million.
Genius Sports also expects it would generate Group Revenue of approximately $810-820 million, and Group Adjusted EBITDA of approximately $180-190 million in 2026 on a standalone basis. At the midpoint, this represents Group Revenue and Group Adjusted EBITDA growth of 22% and 36%, respectively, and a Group Adjusted EBITDA margin of 23%.
The acquisition and integration of Legend will also set a higher performance benchmark for 2028, reflecting the expanded scale of Genius Sports’ media and advertising platform and accelerated monetization across its global inventory:
Group Revenue of $1.6 billion, representing approximately 21% CAGR from 2026 to 2028
Group Adjusted EBITDA margin of approximately 35%
Free Cash Flow conversion of at least 60%
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God of Prompt
🚨 BREAKING: OpenAI just dropped Frontier and it's basically AI employees that actually get stuff done.
Not chatbots. Not assistants.
Full AI coworkers that dig through your logs, docs, and code to solve problems end-to-end.
They went from 4 hours of hardware troubleshooting to just a few minutes.
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🚨 BREAKING: OpenAI just dropped Frontier and it's basically AI employees that actually get stuff done.
Not chatbots. Not assistants.
Full AI coworkers that dig through your logs, docs, and code to solve problems end-to-end.
They went from 4 hours of hardware troubleshooting to just a few minutes.
Introducing OpenAI Frontier—a new platform that helps enterprises build, deploy, and manage AI coworkers that can do real work. https://t.co/4W0adQzSZ1 tweet
X (formerly Twitter)
OpenAI (@OpenAI) on X
Introducing OpenAI Frontier—a new platform that helps enterprises build, deploy, and manage AI coworkers that can do real work. https://t.co/4W0adQzSZ1
Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Not too often does $NFLX trade 26x forward earnings & a 3.41% forward FCF yield.
$NFLX has a long runway for global growth, expanding operating leverage, and a path to sustained >20%+ FCF margins. https://t.co/YiXohMTYzI
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Not too often does $NFLX trade 26x forward earnings & a 3.41% forward FCF yield.
$NFLX has a long runway for global growth, expanding operating leverage, and a path to sustained >20%+ FCF margins. https://t.co/YiXohMTYzI
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: Silver down ~26% in just over 24 hours.
Have the next generation of bag holders been created? 🤔
$SLV https://t.co/9OwnDpsdJj
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RT @DimitryNakhla: Silver down ~26% in just over 24 hours.
Have the next generation of bag holders been created? 🤔
$SLV https://t.co/9OwnDpsdJj
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Offshore
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Quiver Quantitative
Keep an eye on this.
Senator Markwayne Mullin filed a purchase of stock in Carpenter Technology, $CRS.
Carpenter makes alloys for defense contractors. Mullin sits on the Senate Armed Services Committee.
This is the first time we have EVER seen a member of Congress trade $CRS. https://t.co/cA2S06JFQz
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Keep an eye on this.
Senator Markwayne Mullin filed a purchase of stock in Carpenter Technology, $CRS.
Carpenter makes alloys for defense contractors. Mullin sits on the Senate Armed Services Committee.
This is the first time we have EVER seen a member of Congress trade $CRS. https://t.co/cA2S06JFQz
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Offshore
Video
Brady Long
Hot take: We've been conditioned to think talking to AI = productivity.
Wrong...
I don't need a chatbot therapist. I need an orchestrator. @SpineAI gets it.
Finally.
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Hot take: We've been conditioned to think talking to AI = productivity.
Wrong...
I don't need a chatbot therapist. I need an orchestrator. @SpineAI gets it.
Finally.
For 3 years, we’ve been stuck on chatbots.
Today, we’re introducing the next interface for getting real work done:
Spine Swarm — a visual agentic workspace powered by swarm intelligence.
Click the link below for early access 👇️ https://t.co/Mv0hIXtdb4 tweet
Javier Blas
Shell CFO Sinead Gorman says the company's trading business provided an uplift to return on capital employed "toward the lower end" of its guidance of 2%-to-4%.
(... Back of the envelope maths, it means that Shell trading probably made ~$5 billion, plus minus one billion...)
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Shell CFO Sinead Gorman says the company's trading business provided an uplift to return on capital employed "toward the lower end" of its guidance of 2%-to-4%.
(... Back of the envelope maths, it means that Shell trading probably made ~$5 billion, plus minus one billion...)
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