Fiscal.ai
On Fiscal AI, you can now invert values for charts.

This feature is especially helpful for visualizing cash outflows such as buybacks or capital expenditures.

Available to everyone! https://t.co/uyBAHfQym4
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Michael Fritzell (Asian Century Stocks)
Suddenly, investing in rubber glove stocks doesn't seem so reckless anymore https://t.co/IKpEA7jDBP
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Jukan
I seriously don’t get why Anthropic is out there begging investors for money. Just short a bunch of SaaS companies, then casually add their entire feature set to Claude.
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Michael Fritzell (Asian Century Stocks)
RT @zeroxpectation: $6027 Bengo4 -8% on the back of Anthropic's release of AI tools for lawyers.
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God of Prompt
RT @godofprompt: https://t.co/oNpZYTk7a2
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Michael Fritzell (Asian Century Stocks)
David Hay of Evergreen GaveKal once said in an interview: "if you're going to panic, panic FAST". That said, it feels like we're more half-way through than day 1.

I remember like 2 decades ago when every PM suddenly had to review each CUSIP for asbestos risk, and dump any offenders.

Today is day 1 of big funds seriously asking about AI risk. The selling is gonna get much worse before we bottom. No sense even thinking about bottom fishing these names for anything but a bounce… - Kuppy
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Michael Fritzell (Asian Century Stocks)
RT @SameerTaneja41: Sai Gon Cargo Services ended 2025 on a solid note, with revenues/profits up15%/9% YoY. Metrics of 10% dividend yield, >50% ROCE, and 30% of mkt cap in cash are impressive, but medium-term risks loom. https://t.co/EyoznKjvPP
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Jukan
Why did AMD miss earnings expectations?

1. Despite TSMC's capacity shortage, the buyside excessively overestimated AMD's CPU shipment numbers.

2. AMD's non-China GPU sales volume fell short of expectations.

I've been reading various sell-side reports, and the opinions are quite divided/all over the place.

$AMD
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Michael Fritzell (Asian Century Stocks)
RT @MikeFritzell: What would Bob Wilson say about the disruption to SaaS business models today https://t.co/WgpifCGFPW
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Benjamin Hernandez😎
Funny story: My barber asked me for stock tips today.
I told him the same thing I tell everyone - join my WhatsApp group. Even my barber is making money!

Join the family:✅ https://t.co/71FIJIdBXe

From Wall Street to Main Street, we win together!
$RKLB $OPEN $SOFI $PLTR $HOOD

Solo trading is fine… but shared momentum hits different and feels way better. We cover live trends, key news drops, and my curated daily stock shortlist inside.

Join here 👉 https://t.co/71FIJIdBXe

Message “Hi” to hop in and see today’s list.
$RR $SOC $BMNR $BYND $PULM https://t.co/XjRSUjWbnr - Benjamin Hernandez😎
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God of Prompt
RT @alex_prompter: Add this to your claude's preferences and thank me later https://t.co/3DHUrmnVRY
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God of Prompt
unpopular opinion: scrolling x is like working 9-5
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Michael Fritzell (Asian Century Stocks)
RT @orrdavid: Common narrative:

US stocks are lagging global stocks because of politics. It shouldn't be a shocker, but that's pure noise.

The real reasons US stocks are lagging:

1. US starting valuations are/were way too high.

2. AI is terrible for existing entrenched US monopolies.
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Michael Fritzell (Asian Century Stocks)
RT @IJW121: GPT is still king for research IMO.
-Claude gets basic stuff wrong on a regular basis and doesn't think deeply enough
-Gemini suffers from serious confirmation bias. Bends it answers way too much towards what it thinks you want to hear
-GPT actually pushes back and thinks deeply.
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