Illiquid
Yes, and SG's customers have been telling everyone they are increasing capacity.

Seikoh Giken ($6834) makes precision equipment and consumables used to polish and finish fiber-optic connector parts. As NVIDIA pushes co-packaged optics into its Rubin-era networking, the number of high-precision multi-fiber interfaces that must be manufactured and qualified goes up, which can raise demand for Seikoh's polishing tools, fixtures, and process consumables.

6834 is priced roughly 30% more expensive on NTM p/e ratio compared to Furukawa Electric, as seen in the images below.

My rough heuristic is the market expects 30% profit growth for NTM for 6834, as Furukawa shows little expected growth.

However, new order growth for Seikoh Giken is already at 30% (see image below), and looks to be at an inflection point. This new order growth does not take into account Nvidia's Rubin GPU's, which will further drive demand for Seikoh Giken's products, as Rubin switches to CPO. - yc
tweet

Michael Fritzell (Asian Century Stocks)
RT @DaBao_: @jay_21_ Infinity 640 Big Sunshine 1475 Matsumoto 4365 Fuso Chemical 4368 Ishihara 4462 Somar 8152
tweet

God of Prompt
RT @godofprompt: The best prompt I ever wrote was telling the AI what NOT to do.

After 2 years using ChatGPT, Claude, and Gemini professionally, I've learned:

Constraints > Instructions

Here are 8 "anti-prompts" that tripled my output quality: https://t.co/VxmQ13erun
tweet

Illiquid
Nice. AYZ is a no brainer subscription. https://t.co/ZOmvirSP1E
tweet

Jukan
RT @eliant_capital: @GordianKnotDev There’s been rumors of around 150-170B in funding for OpenAI in the next raise. They’ll be fully funded through 2030 if that’s confirmed and entire complex will rip
tweet

Jukan
Samsung Galaxy S27 Ultra Expected to Feature Polar ID Facial Recognition Technology

• Reports indicate that Samsung plans to implement the next-generation facial recognition technology called Polar ID in the Galaxy S27 Ultra. Unlike the existing Face ID system that relies on 3D depth modeling, Polar ID uses polarized light to recognize faces. This eliminates the need for large sensor space on the display, making it possible to achieve a true full-screen design without notches, pill-shaped cutouts, or large hole punches (citing Chinese media)
tweet

Michael Fritzell (Asian Century Stocks)
Learnt something new today: "Bloomberg's default index P/E calculation includes the negative earnings of loss-making companies in the denominator. This reduces the total "Earnings" pool, causing the P/E multiple to spike." https://t.co/OI3Rmhu0kf
tweet

God of Prompt
RT @godofprompt: vertex AI just leaked "fennec" in an error log

claude sonnet 5 reportedly drops tomorrow

the rumored specs:
> 50% cheaper than opus 4.5
> still 1M context window but faster
> can spawn parallel sub-agents from terminal
> allegedly hitting 80.9% on SWE-bench

the wildest part: "dev team mode" where you give a brief and agents build the full feature autonomously

treat this as unverified.

but if real, coding agents just changed overnight.
tweet

God of Prompt
This was 6 years ago.

Wondering how we’ll look back on clawdbot 6 years from now on.

I just built a *functioning* React app by describing what I wanted to GPT-3.

I'm still in awe. https://t.co/UUKSYz2NJO - Sharif Shameem
tweet

Michael Fritzell (Asian Century Stocks)
1/ Is the "Korea Discount" finally coming to an end?

South Korea has been a value trap for decades, due to a low return on equity. But reforms are finally starting to move the needle. https://t.co/D3ajVt4z9O
tweet