Shore Points Capital 🐢

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Shore Points Capital 🐢

Shore Points Capital 🐢

@shorepointscap

🐢 investing in growth tech

Asbury Park, NJ Katılım Şubat 2025
69 Takip Edilen189 Takipçiler
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Shore Points Capital 🐢
Shore Points Capital 🐢@shorepointscap·
POV: You walk into the Shore Points Capital office in the morning $HIMS $NBIS $RKLB $PLTR $HOOD
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
BREAKING: Micron stock, $MU, officially hits $1 trillion in market cap for the first time in history. 12 months ago, this stock was worth just $70 billion.
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TJ Parker⚡️
TJ Parker⚡️@tjparker·
@shorepointscap Someday, when all projects are complete. Hoping to be the first ad tour that didn’t have an interior designer.
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TJ Parker⚡️
TJ Parker⚡️@tjparker·
While we’re on the topic of old things in the house.. John Muir’s rocking chair (early 1900’s) George Nakashima dining table (1976) Navajo Crystal rug (1940) JBL Paragon Speakers (1960’s)
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Lukas Frijek
Lukas Frijek@LukasFrije1re·
EVERY GPU in $NBIS Cloud is SOLD OUT The demand is crazy... BULLISH
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Nebius
Nebius@nebiusai·
Today, we announced our Q1 2026 financial results. Here are the highlights: - ARR grew 674% year-over-year; full-year guidance has been updated to ARR of $7-$9 billion and revenue of $3.0-3.4 billion. - Adjusted EBITDA margin in our AI cloud business nearly doubled quarter-on-quarter to 45%. - Contracted capacity now exceeds 3.5 GW, surpassing our 3 GW target; we now expect to have more than 4 GW of contracted capacity by the end of 2026. We also announced today that we have secured up to 1.2 GW of power and land for a new owned AI factory in Pennsylvania, bringing our total number of sites exceeding 100 MW to seven. Read more in our press release: nebius.com/newsroom/nebiu…
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Shore Points Capital 🐢
Shore Points Capital 🐢@shorepointscap·
Back from the SPC team offsite Thank you $NBIS for getting the boys trackside
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Jonas
Jonas@jonaasw1·
what tech company / startup has the best merch? 👀
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Evan | Investments
Evan | Investments@NotA_Bull·
POV: $AMZN after earnings … Bookmark this.
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andrewdudum
andrewdudum@AndrewDudum·
As of this morning, providers on our platform can now send prescriptions for Zepbound® vials and KwikPen®, as well as Foundayo™, to the LillyDirect® pharmacy and access self-pay pricing for our customers because of an expansion in our platform’s functionality. In many ways, today reminds me of Netflix’s early days, when everyone talked about whether they would have the latest blockbuster in their catalog. As if Netflix’s success depended on its ability to become the distribution channel for a single film. They were missing the forest for the trees: Netflix wasn’t just renting DVDs. It was changing consumer behavior by ruthlessly prioritizing choice and inventing new pathways to the things people wanted the most. By offering a full range of FDA-approved GLP-1s on our platform, we’re similarly giving our customers more choices through all the tools we have available – and we’ll continue to push here on behalf of everyone who depends on us for their care. Read more on how we’re making this possible, including important info, here: news.hims.com/newsroom/full-…
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Michael Sikand 🦑
Michael Sikand 🦑@michaelsikand·
$ASTS holders today
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Shore Points Capital 🐢
Shore Points Capital 🐢@shorepointscap·
NOOOOOOOOOO Why
John Coogan@johncoogan

TBPN has been acquired by OpenAI! The show is staying the same and we’ll continue to go live at 11am pacific every weekday. This is a full circle moment for me as I’ve worked with @sama for well over a decade. He funded my first company in 2013. Then helped us fix a serious logjam during a critical funding round a few years later. When I took my second company through YC, he was president at the time, and then when I joined Founders Fund, the first deal I saw in motion was the post-ChatGPT round in late 2022. And as we started growing TBPN last year, he was the very first lab lead to join the show. Thank you to everyone that has been a part of TBPN until now. The last year has been the most fun and rewarding part of my career and we’re excited to have more resources than ever going forward.

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