Illiquid
Micron announced today it also expanding its F10A fab in Singapore. Sounds like news. $asml $amat $8637
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Wasteland Capital
DeepSeek’s chatbot launched a year ago, and 90% of Wall Street research analysts told you to sell Semiconductors/Memory, and buy Software stocks.

If you did this, today you’re much poorer.

If you did the opposite, you’re killing it.

Their pigeon brains = Your opportunity. https://t.co/frorzVXo7M

🚀 DeepSeek-R1 is here!

Performance on par with OpenAI-o1
📖 Fully open-source model & technical report
🏆 MIT licensed: Distill & commercialize freely!

🌐 Website & API are live now! Try DeepThink at https://t.co/v1TFy7LHNy today!

🐋 1/n https://t.co/7BlpWAPu6y
- DeepSeek
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 𝟏/𝟕 Chris Hohn just made $18.9B in a single year — the largest hedge fund profit ever recorded

A thread of Chris Hohn’s best recent clips from the “Money Maze Podcast” — organized by topic: competition, long-termism, barriers to entry, pricing power, disruption risk, & fads🧵 https://t.co/HjE9ptYz6q
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memenodes
Btw, I'm getting more reach on LinkedIn than Twitter
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Offshore
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memenodes
Trump’s tariff strategy https://t.co/ZwZjLsKC9j
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memenodes
All this setup just to get liquidated when Trump says “tariff” https://t.co/7SnJmaTkCl
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memenodes
I'm alive right now

https://t.co/QPb3wu7Sat
- naiive
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memenodes
The average new trader experience: https://t.co/p5CXHorfSw
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