Offshore
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The Few Bets That Matter
RT @WealthyReadings: $ANET posted an excellent quarter.
Revenues up ~29%, gross/net margins at 63% & 38%, Q1-26 guidance pointing to ~30% YoY.
Shares up 9% post-earnings at ~21x sales.
Deserved.
$ALAB posted an even better one.
Revenues up 91%, with 75% gross and 17% net margins, Q1-26 guidance at 83% growth.
Shares down 28% since earnings at ~26x sales.
$ANET is more established, slower growing but higher margin than $ALAB. Both are critical to powering the next AI data centers as CapEx continues to skyrocket.
But $ALAB made the “mistake” of acquiring two companies, increasing OpEx and salaries to expand capabilities and deliver more value to customers.
Less short-term cash generation.
Exactly what the market has been punishing lately.
Still, if $ANET reflects how the market wants to price hardware names - and peers suggest it does, then $ALAB is not trading where it should.
You don’t grow ~90% before production ramps on flagship products and trade at 26x sales, while a ~30% grower in the same ecosystem facing the same risk case - $NVDA networking system, trades at 21x.
Choose your imposter.
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RT @WealthyReadings: $ANET posted an excellent quarter.
Revenues up ~29%, gross/net margins at 63% & 38%, Q1-26 guidance pointing to ~30% YoY.
Shares up 9% post-earnings at ~21x sales.
Deserved.
$ALAB posted an even better one.
Revenues up 91%, with 75% gross and 17% net margins, Q1-26 guidance at 83% growth.
Shares down 28% since earnings at ~26x sales.
$ANET is more established, slower growing but higher margin than $ALAB. Both are critical to powering the next AI data centers as CapEx continues to skyrocket.
But $ALAB made the “mistake” of acquiring two companies, increasing OpEx and salaries to expand capabilities and deliver more value to customers.
Less short-term cash generation.
Exactly what the market has been punishing lately.
Still, if $ANET reflects how the market wants to price hardware names - and peers suggest it does, then $ALAB is not trading where it should.
You don’t grow ~90% before production ramps on flagship products and trade at 26x sales, while a ~30% grower in the same ecosystem facing the same risk case - $NVDA networking system, trades at 21x.
Choose your imposter.
https://t.co/l9nGdNNrQu tweet
The Transcript
$QCOM CEO: "As memory suppliers redirect manufacturing capacity to HBM to meet AI data center demand, the resulting industry-wide memory shortage and price increases are likely to define the overall scale of the handset industry through the fiscal year. Given the current environment, several handset OEMs, especially in China, are taking a cautious approach in reducing their chipset inventory."
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$QCOM CEO: "As memory suppliers redirect manufacturing capacity to HBM to meet AI data center demand, the resulting industry-wide memory shortage and price increases are likely to define the overall scale of the handset industry through the fiscal year. Given the current environment, several handset OEMs, especially in China, are taking a cautious approach in reducing their chipset inventory."
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Offshore
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Clark Square Capital
RT @ClarkSquareCap: Here is this week's special situations digest.
281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events.
Make sure to check it out https://t.co/NZBTGqVC6P
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RT @ClarkSquareCap: Here is this week's special situations digest.
281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events.
Make sure to check it out https://t.co/NZBTGqVC6P
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Javier Blas
RT @JasonBordoff: @MunSecConf made clear how firmly energy security has returned to the center of geopolitical debate. My thoughts from my trip last week #MSC2026 https://t.co/S1PGqyWJTd
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RT @JasonBordoff: @MunSecConf made clear how firmly energy security has returned to the center of geopolitical debate. My thoughts from my trip last week #MSC2026 https://t.co/S1PGqyWJTd
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DAIR.AI
RT @omarsar0: Nice paper studying whether agents can generate their own procedural knowledge.
This is very important to build more reliable self-improving agents.
The new benchmark evaluates how well Skills help LLM agents across 86 tasks and 11 domains.
Finding over 7,300 agent trajectories:
Curated Skills improved agent pass rates by 16.2 percentage points on average. But the gains varied wildly, from +4.5pp in Software Engineering to +51.9pp in Healthcare.
The most surprising finding is that self-generated Skills provide no benefit on average.
Models struggle to create the procedural knowledge that actually helps them.
Focused, concise skills outperformed comprehensive documentation. And smaller models with Skills matched larger models without them.
If agents can't reliably create their own procedural knowledge, the curation and design of Skills becomes a critical bottleneck for agent systems.
Paper: https://t.co/ubXNB3UShQ
Learn to build effective AI agents in our academy: https://t.co/1e8RZKs4uX
tweet
RT @omarsar0: Nice paper studying whether agents can generate their own procedural knowledge.
This is very important to build more reliable self-improving agents.
The new benchmark evaluates how well Skills help LLM agents across 86 tasks and 11 domains.
Finding over 7,300 agent trajectories:
Curated Skills improved agent pass rates by 16.2 percentage points on average. But the gains varied wildly, from +4.5pp in Software Engineering to +51.9pp in Healthcare.
The most surprising finding is that self-generated Skills provide no benefit on average.
Models struggle to create the procedural knowledge that actually helps them.
Focused, concise skills outperformed comprehensive documentation. And smaller models with Skills matched larger models without them.
If agents can't reliably create their own procedural knowledge, the curation and design of Skills becomes a critical bottleneck for agent systems.
Paper: https://t.co/ubXNB3UShQ
Learn to build effective AI agents in our academy: https://t.co/1e8RZKs4uX
tweet
Offshore
Video
Moon Dev
no one can agree on the best way to run openclaw
so today i tested the most popular 3
✅ $600 mac mini
✅ $10 vps with ubuntu desktop
✅ $30 windows vps
The winner is clear after 7 hours of intense testing & discussion with industry experts https://t.co/VSKgHVjuIW
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no one can agree on the best way to run openclaw
so today i tested the most popular 3
✅ $600 mac mini
✅ $10 vps with ubuntu desktop
✅ $30 windows vps
The winner is clear after 7 hours of intense testing & discussion with industry experts https://t.co/VSKgHVjuIW
tweet
Offshore
Video
Moon Dev
If you don’t have atleast a mac mini don’t even try with openclaw
I put 7 hours into testing mac vs ubuntu vs windows
If you value your time you will only use mac
Disagree below & 🔨: https://t.co/jhrzVE1NFP
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If you don’t have atleast a mac mini don’t even try with openclaw
I put 7 hours into testing mac vs ubuntu vs windows
If you value your time you will only use mac
Disagree below & 🔨: https://t.co/jhrzVE1NFP
tweet
Moon Dev
The Great Equalizer: How I Iterated Through 90+ Strategies to Automate My Financial Freedom
ninety strategies sounds like a death wish but it is actually the only way to find your edge in a market designed to liquidate you. most traders are out here gambling with their rent money while the big players are using automated systems to harvest their liquidations. i know this because i spent hundreds of thousands of dollars on developers for apps thinking i could never code myself. i was getting wrecked by over trading and watching my accounts hit zero while i slept. code became the great equalizer for me because it removed the emotion that was killing my bankroll. i decided to learn to code live so i could iterate to success and now i have fully automated systems trading for me instead of getting liquidated by every wick. i just saw someone lose ten million dollars in a single month because they were trading by hand and got addicted to the screen. you have to understand that if you are not automating you are the exit liquidity for someone who is.
the reality of advanced futures trading is not about finding one holy grail bot that prints money forever. it is about research and back testing until you find a strategy that has a statistical advantage. one of the most slept on concepts is variable risk scaling where you actually change your position size based on how volatile the market is. instead of just betting the same amount every time you increase your size when volatility is low and scale back when the market starts moving like crazy. this keeps you in the game during the draw downs that usually wipe people out. most people do the opposite and revenge trade with bigger size when they are losing which is the fastest way to the cemetery. i used to think i needed to be the smartest guy in the room to make this work but i realized i just needed to be the most disciplined with my risk parameters.
there is a secret hidden in funding rates and basis trading that most retail traders never even look at. while everyone else is trying to guess if bitcoin is going to the moon or the floor you can actually make consistent money through funding rate arbitrage. you basically buy the asset in the spot market and simultaneously sell it in the futures market when the funding rate is high. you just sit there and collect the interest payments from the gamblers who are over leveraged on the other side. it is basically free money if you can manage the fees and keep your execution precise. i used to ignore these low yield plays because i wanted the big home runs but those home runs usually came with massive strikeouts. now i look for these carry trades as a way to keep the equity curve moving up and to the right while others are sweating over every price change.
most traders fail because they use lagging indicators and expect them to predict the future with one hundred percent accuracy. the truth is that even the best trend following strategies like the golden cross or moving average crossovers only have about sixty five percent accuracy. you have to combine these with filters like the average directional index or relative strength index to make sure you are not just buying a fake breakout. a lot of people get chopped up in sideways markets because they do not have a trend strength filter to tell them to stay out of the trade. i learned to use multiple time frames to confirm my breakouts because if the one hour and the four hour charts are not saying the same thing then the trade is probably a trap. you have to be a searcher looking for those golden nuggets of alpha buried in mountains of data.
i used to think that machine learning and genetic algorithms were just buzzwords that did not actually work for trading. then i realized that the 1990s tech trap is real and if you are still using basic indicators without any optimization you are decades behind. genetic algorithms are wild because they simulate natural selection to find the best parameters for your strategy thro[...]
The Great Equalizer: How I Iterated Through 90+ Strategies to Automate My Financial Freedom
ninety strategies sounds like a death wish but it is actually the only way to find your edge in a market designed to liquidate you. most traders are out here gambling with their rent money while the big players are using automated systems to harvest their liquidations. i know this because i spent hundreds of thousands of dollars on developers for apps thinking i could never code myself. i was getting wrecked by over trading and watching my accounts hit zero while i slept. code became the great equalizer for me because it removed the emotion that was killing my bankroll. i decided to learn to code live so i could iterate to success and now i have fully automated systems trading for me instead of getting liquidated by every wick. i just saw someone lose ten million dollars in a single month because they were trading by hand and got addicted to the screen. you have to understand that if you are not automating you are the exit liquidity for someone who is.
the reality of advanced futures trading is not about finding one holy grail bot that prints money forever. it is about research and back testing until you find a strategy that has a statistical advantage. one of the most slept on concepts is variable risk scaling where you actually change your position size based on how volatile the market is. instead of just betting the same amount every time you increase your size when volatility is low and scale back when the market starts moving like crazy. this keeps you in the game during the draw downs that usually wipe people out. most people do the opposite and revenge trade with bigger size when they are losing which is the fastest way to the cemetery. i used to think i needed to be the smartest guy in the room to make this work but i realized i just needed to be the most disciplined with my risk parameters.
there is a secret hidden in funding rates and basis trading that most retail traders never even look at. while everyone else is trying to guess if bitcoin is going to the moon or the floor you can actually make consistent money through funding rate arbitrage. you basically buy the asset in the spot market and simultaneously sell it in the futures market when the funding rate is high. you just sit there and collect the interest payments from the gamblers who are over leveraged on the other side. it is basically free money if you can manage the fees and keep your execution precise. i used to ignore these low yield plays because i wanted the big home runs but those home runs usually came with massive strikeouts. now i look for these carry trades as a way to keep the equity curve moving up and to the right while others are sweating over every price change.
most traders fail because they use lagging indicators and expect them to predict the future with one hundred percent accuracy. the truth is that even the best trend following strategies like the golden cross or moving average crossovers only have about sixty five percent accuracy. you have to combine these with filters like the average directional index or relative strength index to make sure you are not just buying a fake breakout. a lot of people get chopped up in sideways markets because they do not have a trend strength filter to tell them to stay out of the trade. i learned to use multiple time frames to confirm my breakouts because if the one hour and the four hour charts are not saying the same thing then the trade is probably a trap. you have to be a searcher looking for those golden nuggets of alpha buried in mountains of data.
i used to think that machine learning and genetic algorithms were just buzzwords that did not actually work for trading. then i realized that the 1990s tech trap is real and if you are still using basic indicators without any optimization you are decades behind. genetic algorithms are wild because they simulate natural selection to find the best parameters for your strategy thro[...]