Offshore
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Dimitry Nakhla | Babylon Capital®
S&P Global $SPGI Q4 2025 Report 🗓️
✅ REV: $3.92B (+9% YoY)
❌ EPS: $4.30 (+14% YoY)
↘️ Soft forward guidance https://t.co/O10hq9lylW
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S&P Global $SPGI Q4 2025 Report 🗓️
✅ REV: $3.92B (+9% YoY)
❌ EPS: $4.30 (+14% YoY)
↘️ Soft forward guidance https://t.co/O10hq9lylW
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Offshore
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Benjamin Hernandez😎
DuPont reported flat sales as weak construction demand weighed on results. Investors remain cautious, with industrial stocks sensitive to slowing building activity and macro uncertainty.
$DD $DOW $LIN https://t.co/IvRkiEhhol
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DuPont reported flat sales as weak construction demand weighed on results. Investors remain cautious, with industrial stocks sensitive to slowing building activity and macro uncertainty.
$DD $DOW $LIN https://t.co/IvRkiEhhol
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Offshore
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Bourbon Capital
$SPGI S&P Global has entered in its own bear market
FCF yield is likely to be close to 5% by noon… what wonderful times we are living, indiscriminate sell offs and high FCF yields... https://t.co/1c9wTsc6M0
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$SPGI S&P Global has entered in its own bear market
FCF yield is likely to be close to 5% by noon… what wonderful times we are living, indiscriminate sell offs and high FCF yields... https://t.co/1c9wTsc6M0
Are you buying anything from Dev?
$MSCI purchased $2.4B billion at $559 in 2025, and the CEO has been very active buying at the same price.
$MA The stock is down because of the 10% credit card bs, but Revenue and EPS still growing 15%+, plus they gonna purchased over $14B in 2026
$FICO 90% of U.S. lenders use FICO. The company reiterated its 2026 guidance, with revenue and EPS growing 18%
$SPGI The stock is back to Liberation Day levels. It’s rare to see this company with a 4.8% FCF yield... and it remains one of the strongest moats out there.
$INTU The largest tax software company in the world, the stock is trading at the lowest level in more than 10 years, FCF yield is at 10 years high.... one of many Saas companies experiencing an indiscriminate sell off tweet
Offshore
Video
Startup Archive
Sam Altman on what startups get wrong about culture
A lot of startups think they have a great culture because there’s free food, everyone does yoga together, and everyone’s super nice to each other. But as Sam explains:
“The culture that matters to the best people is one where they can just come and be really productive and be around other great people. If you have a culture which looks good on the surface but somehow rejects super talented people… I think that can be a real problem.”
In this interview from 2017, Sam warns that it’s very easy to get entitled employees:
“Everyone wants to work exactly how they want. They want to be really rich right now. If the company is not going to get liquid next year, they’re going to go somewhere else.”
It may sound crazy to expect employees to join a company and stay there for 5-10 years, but at the best companies, that’s what happens.
Sam urges founders to ask themselves: “What do we have to do to get the best people to stay at our company for 5-10 years?”
Then go make that your culture.
“One of the things that is included in that is wild success for the company and a mission that people care about,” Sam argues. “You need to create an environment where really great people will want to come, work with each other, and not have to deal with the crap that they do at most companies.”
Culture isn’t benefits. Culture is how you hold each other accountable to the mission and help your team do the best work of their lives.
Video source: @ycombinator (2017)
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Sam Altman on what startups get wrong about culture
A lot of startups think they have a great culture because there’s free food, everyone does yoga together, and everyone’s super nice to each other. But as Sam explains:
“The culture that matters to the best people is one where they can just come and be really productive and be around other great people. If you have a culture which looks good on the surface but somehow rejects super talented people… I think that can be a real problem.”
In this interview from 2017, Sam warns that it’s very easy to get entitled employees:
“Everyone wants to work exactly how they want. They want to be really rich right now. If the company is not going to get liquid next year, they’re going to go somewhere else.”
It may sound crazy to expect employees to join a company and stay there for 5-10 years, but at the best companies, that’s what happens.
Sam urges founders to ask themselves: “What do we have to do to get the best people to stay at our company for 5-10 years?”
Then go make that your culture.
“One of the things that is included in that is wild success for the company and a mission that people care about,” Sam argues. “You need to create an environment where really great people will want to come, work with each other, and not have to deal with the crap that they do at most companies.”
Culture isn’t benefits. Culture is how you hold each other accountable to the mission and help your team do the best work of their lives.
Video source: @ycombinator (2017)
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The Transcript
RT @TheTranscript_: $GM CEO on their onshoring plans:
"As we look further ahead, our annual production in the U.S. is expected to rise to an industry-leading 2 million units after we begin production of the Chevrolet Equinox in Kansas, bring the Chevrolet Blazer to Tennessee and add incremental capacity for the Cadillac Escalade and launch our next-generation full-size pickups at Orion Assembly in Michigan.#
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RT @TheTranscript_: $GM CEO on their onshoring plans:
"As we look further ahead, our annual production in the U.S. is expected to rise to an industry-leading 2 million units after we begin production of the Chevrolet Equinox in Kansas, bring the Chevrolet Blazer to Tennessee and add incremental capacity for the Cadillac Escalade and launch our next-generation full-size pickups at Orion Assembly in Michigan.#
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Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @smartkarma: S Korea Value Up: more reasons why S Korea will continue to outperform Taiwan and actually make to DM this year. https://t.co/goTEbVeWUL
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RT @smartkarma: S Korea Value Up: more reasons why S Korea will continue to outperform Taiwan and actually make to DM this year. https://t.co/goTEbVeWUL
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Offshore
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Javier Blas
Regular readers know we at @Opinion had flagged BP had far more debt than the company's prefered metric (~$22 bn). Look at net debt + hybrids + leases + off-balance sheet items and it's >$50 bn.
Now, BP acknowledges the issue and promises a hollistic view of debt. About time. https://t.co/MqV5yqOohO
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Regular readers know we at @Opinion had flagged BP had far more debt than the company's prefered metric (~$22 bn). Look at net debt + hybrids + leases + off-balance sheet items and it's >$50 bn.
Now, BP acknowledges the issue and promises a hollistic view of debt. About time. https://t.co/MqV5yqOohO
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Offshore
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Benjamin Hernandez😎
Built this community because trading alone is brutal. My WhatsApp traders get real-time breakout calls, breaking news first, and genuine support from people who actually trade.
Get access ✅ https://t.co/71FIJId47G
Reply "Hi" immediately for picks.
$HOOD $IREN $OPEN $RKLB $ASTS
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Built this community because trading alone is brutal. My WhatsApp traders get real-time breakout calls, breaking news first, and genuine support from people who actually trade.
Get access ✅ https://t.co/71FIJId47G
Reply "Hi" immediately for picks.
$HOOD $IREN $OPEN $RKLB $ASTS
⚡ The "Electronic Giant" Choice
Recommendation: $AXTI ~$28.20
AXT Inc. is a "Buy" rated powerhouse with a $1.56B valuation. Today's +17.19% rally is backed by a massive 6.97M shares traded.
Reason calling it: High institutional turnover at $28.20 suggests a long-term bottom. https://t.co/dGsp8x98EG tweet
Offshore
Photo
DAIR.AI
// Automating Sub-Agent Creation for Agentic Orchestration //
Multi-agent systems are powerful but inflexible.
Building agentic systems today relies on static and predefined roles.
For example, an agentic AI coder might have a coder agent, a searcher agent, a reviewer agent.
Each hardwired with fixed capabilities and coordination patterns.
But real-world tasks are dynamic. A predefined set of agents can't cover every subtask that emerges in open-ended environments.
This new research introduces AOrchestra, a framework where a central orchestrator automatically creates specialized sub-agents on the fly.
Every agent is modeled as a simple four-tuple: Instruction, Context, Tools, Model. The orchestrator concretizes this tuple at each step, spawning a tailored executor for each subtask on demand.
How does this work in practice?
The orchestrator doesn't execute tasks itself. It focuses exclusively on decomposing objectives, curating task-relevant context, selecting appropriate tools and models, and delegating execution.
Each sub-agent gets a clean working context with only the information it needs, avoiding the context rot that plagues long-horizon tasks.
The results:
On GAIA, AOrchestra reaches 80.00% pass@1 with Gemini-3-Flash, a 13.94-point absolute jump over OpenHands (66.06%). On Terminal-Bench 2.0, it hits 52.86%, an 18.57-point gain over the strongest baseline. On SWE-Bench-Verified, it achieves 82.00%. Across all three benchmarks, that's a 16.28% average relative improvement.
What makes this especially compelling?
The orchestration itself is learnable. Fine-tuning a Qwen3-8B model as the orchestrator boosts GAIA accuracy by 11.51 points. In-context learning for cost-aware routing improves accuracy by 3.03% while cutting costs by 18.5%, pushing the system toward a Pareto-efficient frontier.
Why it matters?
Instead of manually engineering agent roles, AOrchestra shows that dynamic, on-demand agent creation with a simple compositional abstraction consistently outperforms static multi-agent designs across diverse benchmarks.
Paper: https://t.co/mO7WZOMMI8
Learn to build effective AI agents in our academy: https://t.co/LRnpZN7L4c
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// Automating Sub-Agent Creation for Agentic Orchestration //
Multi-agent systems are powerful but inflexible.
Building agentic systems today relies on static and predefined roles.
For example, an agentic AI coder might have a coder agent, a searcher agent, a reviewer agent.
Each hardwired with fixed capabilities and coordination patterns.
But real-world tasks are dynamic. A predefined set of agents can't cover every subtask that emerges in open-ended environments.
This new research introduces AOrchestra, a framework where a central orchestrator automatically creates specialized sub-agents on the fly.
Every agent is modeled as a simple four-tuple: Instruction, Context, Tools, Model. The orchestrator concretizes this tuple at each step, spawning a tailored executor for each subtask on demand.
How does this work in practice?
The orchestrator doesn't execute tasks itself. It focuses exclusively on decomposing objectives, curating task-relevant context, selecting appropriate tools and models, and delegating execution.
Each sub-agent gets a clean working context with only the information it needs, avoiding the context rot that plagues long-horizon tasks.
The results:
On GAIA, AOrchestra reaches 80.00% pass@1 with Gemini-3-Flash, a 13.94-point absolute jump over OpenHands (66.06%). On Terminal-Bench 2.0, it hits 52.86%, an 18.57-point gain over the strongest baseline. On SWE-Bench-Verified, it achieves 82.00%. Across all three benchmarks, that's a 16.28% average relative improvement.
What makes this especially compelling?
The orchestration itself is learnable. Fine-tuning a Qwen3-8B model as the orchestrator boosts GAIA accuracy by 11.51 points. In-context learning for cost-aware routing improves accuracy by 3.03% while cutting costs by 18.5%, pushing the system toward a Pareto-efficient frontier.
Why it matters?
Instead of manually engineering agent roles, AOrchestra shows that dynamic, on-demand agent creation with a simple compositional abstraction consistently outperforms static multi-agent designs across diverse benchmarks.
Paper: https://t.co/mO7WZOMMI8
Learn to build effective AI agents in our academy: https://t.co/LRnpZN7L4c
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