Offshore
Photo
Bourbon Capital
$INTU is currently trading at its lowest valuation in more than 10 years.
- EV/EBITDA has dropped to its lowest level in more than 10 years....
- Free cash flow has been growing at 20% annually
- Operating cash flow is at an all time high
- Free cash flow yield is at 10 years high......
CEO and Directors, it’s time to approve a massive buyback and start buying shares.
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$INTU is currently trading at its lowest valuation in more than 10 years.
- EV/EBITDA has dropped to its lowest level in more than 10 years....
- Free cash flow has been growing at 20% annually
- Operating cash flow is at an all time high
- Free cash flow yield is at 10 years high......
CEO and Directors, it’s time to approve a massive buyback and start buying shares.
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Offshore
Video
Brady Long
RT @hwbhatti: Think it. Say it. Done.
The average person spends 3 hours typing + switches 1,000 tabs per day.
That ends today.
Meet Lemon: The first voice-to-action AI agent that turns your voice commands into finished tasks.
RT + Comment "Lemon" to get free access for 30 days.
(must be following so I can DM you)
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RT @hwbhatti: Think it. Say it. Done.
The average person spends 3 hours typing + switches 1,000 tabs per day.
That ends today.
Meet Lemon: The first voice-to-action AI agent that turns your voice commands into finished tasks.
RT + Comment "Lemon" to get free access for 30 days.
(must be following so I can DM you)
tweet
Offshore
Video
Startup Archive
Ben Horowitz explains why you must look at employee behavior through a “cultural lens”
Ben argues that one of the most important things to get right about managing the culture is to look at employee behavior through a “cultural lens” rather than an “individual lens.”
He gives the example of an employee taking credit for another employee’s work. If you’re looking at it through an individual lens, you might say:
“He’s really good and does good work himself so maybe I ought to let that go because if I confront him on it, maybe he’ll quit and go to Facebook or whatever and I’ll lose a really good employee.’
But you should really be looking at the incident through a cultural lens. As Ben explains:
“That’s a bit of a test for everybody to say, ‘Oh, you can just take credit for somebody’s work and get yourself a promotion or a pat on the back or this or that.’ And so everybody’s going to play that game if you let that go. Part of being good at managing culture is being able to recognize what it is.”
Video source: @okta (2020)
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Ben Horowitz explains why you must look at employee behavior through a “cultural lens”
Ben argues that one of the most important things to get right about managing the culture is to look at employee behavior through a “cultural lens” rather than an “individual lens.”
He gives the example of an employee taking credit for another employee’s work. If you’re looking at it through an individual lens, you might say:
“He’s really good and does good work himself so maybe I ought to let that go because if I confront him on it, maybe he’ll quit and go to Facebook or whatever and I’ll lose a really good employee.’
But you should really be looking at the incident through a cultural lens. As Ben explains:
“That’s a bit of a test for everybody to say, ‘Oh, you can just take credit for somebody’s work and get yourself a promotion or a pat on the back or this or that.’ And so everybody’s going to play that game if you let that go. Part of being good at managing culture is being able to recognize what it is.”
Video source: @okta (2020)
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anon
RT @zephyr_z9: MLCC, Inductors, Tantalum/Polymer Capacitor makers are going to print cash
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RT @zephyr_z9: MLCC, Inductors, Tantalum/Polymer Capacitor makers are going to print cash
Murata Manufacturing President Discusses Price Hikes for Data Center Capacitors — Stock Rises
▶ 村田製社長、データセンター用コンデンサーで値上げの議論-株上昇
∙ In an interview on the 17th, Murata Manufacturing emphasized that MLCC demand for data centers continues to grow on the back of the AI boom, and that the company has begun full-scale discussions on price increases.
∙ On whether MLCC prices will be raised, management noted: “It is important to accurately assess real demand, and we expect to have a clearer read on demand levels by next quarter.”
∙ The company added that it will carefully determine price hikes, taking into account the broader impact on the market and industry.
∙ Murata also projected that data center investment, led by hyperscalers, will continue over the next 3–5 years.
∙ Current order inquiries for MLCCs are running at approximately 2x the company’s supply capacity, underscoring that AI is not a temporary boom.
∙ Following the report, Murata’s stock reversed into positive territory during afternoon trading, rising as much as 9.2% intraday to ¥3,585 (the highest since July 29, 2024), before closing up 6.9% at ¥3,509. tweet
X (formerly Twitter)
Jukan (@jukan05) on X
Murata Manufacturing President Discusses Price Hikes for Data Center Capacitors — Stock Rises
▶ 村田製社長、データセンター用コンデンサーで値上げの議論-株上昇
∙ In an interview on the 17th, Murata Manufacturing emphasized that MLCC demand for data centers continues to grow on
▶ 村田製社長、データセンター用コンデンサーで値上げの議論-株上昇
∙ In an interview on the 17th, Murata Manufacturing emphasized that MLCC demand for data centers continues to grow on
Offshore
Photo
Jukan
Evercore: Vera Rubin timeline pulled forward!!
Some sources believe that China export bans have enabled NVDA to leverage suppliers that previously served China-bound volumes for global product development, pulling Rubin's schedule forward by 3-6 months.
Some would even not be surprised if Rubin shipments begin by end of 2Q26.
$NVDA
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Evercore: Vera Rubin timeline pulled forward!!
Some sources believe that China export bans have enabled NVDA to leverage suppliers that previously served China-bound volumes for global product development, pulling Rubin's schedule forward by 3-6 months.
Some would even not be surprised if Rubin shipments begin by end of 2Q26.
$NVDA
Evercore out with a 4Q25 AI Channel Checks, saying $NVDA Vera Rubin appears to be ahead of schedule https://t.co/CqWOUnl5Q8 tweet
Offshore
Photo
Benjamin Hernandez😎
Office property delinquencies hit a record high last month, deepening stress in commercial real estate. Banks and REITs could face renewed pressure as traders reassess credit risk exposure.
$KRE $SLG $VNO https://t.co/QZzi6ogjD1
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Office property delinquencies hit a record high last month, deepening stress in commercial real estate. Banks and REITs could face renewed pressure as traders reassess credit risk exposure.
$KRE $SLG $VNO https://t.co/QZzi6ogjD1
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Offshore
Photo
The Transcript
RT @TheTranscript_: Apple is the chill guy of tech when it comes to capex
$AAPL CEO: "So in general, it's hard to read into the CapEx and draw any conclusions. And so I think I would just say there's going to be some ebbs and flows in CapEx. Last year, remember, we did build out our private cloud compute environment. And so we did have CapEx spending related to that in our results in December."
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RT @TheTranscript_: Apple is the chill guy of tech when it comes to capex
$AAPL CEO: "So in general, it's hard to read into the CapEx and draw any conclusions. And so I think I would just say there's going to be some ebbs and flows in CapEx. Last year, remember, we did build out our private cloud compute environment. And so we did have CapEx spending related to that in our results in December."
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Offshore
Video
Moon Dev
Don’t let all the other devs gaslight you
The only successful way to use openclaw is with Mac
99% of them haven’t done a direct comparison like I have
This is just the start of my farm https://t.co/GwSiSqZtki
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Don’t let all the other devs gaslight you
The only successful way to use openclaw is with Mac
99% of them haven’t done a direct comparison like I have
This is just the start of my farm https://t.co/GwSiSqZtki
tweet
Offshore
Photo
Javier Blas
The oil ministers of Iran and Russia met today.
Contrary to popular belief, Moscow and Tehran are now bitter rivals in the oil market as the size of the black market for crude shrinks. Both compete to supply China.
(My earlier @Opinion take is below)
https://t.co/lZ94rzxzKz
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The oil ministers of Iran and Russia met today.
Contrary to popular belief, Moscow and Tehran are now bitter rivals in the oil market as the size of the black market for crude shrinks. Both compete to supply China.
(My earlier @Opinion take is below)
https://t.co/lZ94rzxzKz
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