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Michael Fritzell (Asian Century Stocks)
RT @DaBao_: Airtech Japan 6291 appears to be a direct beneficiary of fab build-out in Kyushu. Cleanroom components, good parts and maintenance revenue, cheap valuation, increasing payout ratio.
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RT @DaBao_: Airtech Japan 6291 appears to be a direct beneficiary of fab build-out in Kyushu. Cleanroom components, good parts and maintenance revenue, cheap valuation, increasing payout ratio.
TSMS Kyushu #2 to produce 3-nano instead of legacy. Japan is cheaper than Arizona. Soon Japan will be a manufacturing hub lol. Buy any cheap supply chain beneficiaries... https://t.co/lyg3xsp7n6 tweet
Dimitry Nakhla | Babylon Capital®
RT @Banana3Stocks: $AMZN
Jassy says they are monetizing as fast as they can spend 👀
The return on invested capital will be gigantic here as they have the visibility to see where their demand is as they have expanded their offerings and ecosystem to be the dominant leaders in the space
80% of the spend is for AWS and Jassy is pounding the table in the unique moment for increasing the run rate in AWS in a large way as the growth acceleration numbers clear,y prove the case.
All other segments are growing gang busters as well like advertising and the run rates internally on AWS with Bedrock and Tranium are gigantic.
The worry is that they will basically be spending their entire operating cash flow and the concern about negative operating cash flow but what’s missed is the size of the growth and increased run rates in revenues and what the “HARVEST” period will look like when they decel and cut capex and what the operating cash flow and operating leverage model will look like then
The level of productivity and efficiencies they will gain in the near future with all these investments including in robotics will allow future “harvest periods” to gain cash flow as they save money on growing incremental revenue the entire math will flip
This is so grossly misunderstood!
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RT @Banana3Stocks: $AMZN
Jassy says they are monetizing as fast as they can spend 👀
The return on invested capital will be gigantic here as they have the visibility to see where their demand is as they have expanded their offerings and ecosystem to be the dominant leaders in the space
80% of the spend is for AWS and Jassy is pounding the table in the unique moment for increasing the run rate in AWS in a large way as the growth acceleration numbers clear,y prove the case.
All other segments are growing gang busters as well like advertising and the run rates internally on AWS with Bedrock and Tranium are gigantic.
The worry is that they will basically be spending their entire operating cash flow and the concern about negative operating cash flow but what’s missed is the size of the growth and increased run rates in revenues and what the “HARVEST” period will look like when they decel and cut capex and what the operating cash flow and operating leverage model will look like then
The level of productivity and efficiencies they will gain in the near future with all these investments including in robotics will allow future “harvest periods” to gain cash flow as they save money on growing incremental revenue the entire math will flip
This is so grossly misunderstood!
$AMZN
Is down on initial reaction most likely from $200 billion in capex when it was expected $145 billion
THEY HAVE TO!!!!!!!!!!
AWS WAS A HUUUUUGE BEAT to 24% growth much more than the best analyst expectations
They took market share back from AZURE and increased their run rate which is already more than all the other cloud providers combined
THEY NEED MORE CAPACITY!!!!!! To facilitate this AWS growth, they see a return on the capex as AWS is growing in a big way again
Market has this wrong its algos selling on programmed capex increases. In any other market environment this much increased acceleration in $AMZN AWS growth and the run rate size would have the stock up 10% to 15%
I’m a big buyer on this dip, this is a major inflection!
Not financial advice! tweet
X (formerly Twitter)
Banana3 (@Banana3Stocks) on X
$AMZN
Is down on initial reaction most likely from $200 billion in capex when it was expected $145 billion
THEY HAVE TO!!!!!!!!!!
AWS WAS A HUUUUUGE BEAT to 24% growth much more than the best analyst expectations
They took market share back from AZURE…
Is down on initial reaction most likely from $200 billion in capex when it was expected $145 billion
THEY HAVE TO!!!!!!!!!!
AWS WAS A HUUUUUGE BEAT to 24% growth much more than the best analyst expectations
They took market share back from AZURE…
Michael Fritzell (Asian Century Stocks)
RT @atelicinvest: OK since even seasoned veterans are freaking out.
Here's how this plays out.
- Everyone forces every employee onto LLMs
- Tons of internal projects. Tokens go BRRRR. GPU meltdown.
- Expect massive productivity boost everywhere.
- See some green shoots - demos, examples of successes being touted by everyone. Klarna shouting from rooftops on how they replaced their CTO with a bot.
- Oh wait what's happening here why are we not seeing expected benefits?
- Oh shit - actually, turns out upskilling everyone is hard as fuck.
- Chaos. Confusion. Tons of make work but no actual progress.
- Meanwhile every one of your employees now costing you another 5-25% more in token costs.
- Valley of despair.
- OK we gotta rethink this.
- Retool internal systems, decision making, team structure, hiring
....etc
Meanwhile, enjoy the freak show in the markets that expect mass unemployment of everyone and CEOs replacing every system with agents.
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RT @atelicinvest: OK since even seasoned veterans are freaking out.
Here's how this plays out.
- Everyone forces every employee onto LLMs
- Tons of internal projects. Tokens go BRRRR. GPU meltdown.
- Expect massive productivity boost everywhere.
- See some green shoots - demos, examples of successes being touted by everyone. Klarna shouting from rooftops on how they replaced their CTO with a bot.
- Oh wait what's happening here why are we not seeing expected benefits?
- Oh shit - actually, turns out upskilling everyone is hard as fuck.
- Chaos. Confusion. Tons of make work but no actual progress.
- Meanwhile every one of your employees now costing you another 5-25% more in token costs.
- Valley of despair.
- OK we gotta rethink this.
- Retool internal systems, decision making, team structure, hiring
....etc
Meanwhile, enjoy the freak show in the markets that expect mass unemployment of everyone and CEOs replacing every system with agents.
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Offshore
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App Economy Insights
Advertising revenue TTM:
⚫️ Search keeps growing $GOOG
🔵 Meta still runs 20%+ growth $META
🟠 Amazon ads growing the fastest $AMZN
🔴 YouTube ads lag as Premium surge $GOOG https://t.co/EDl4gLtnFW
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Advertising revenue TTM:
⚫️ Search keeps growing $GOOG
🔵 Meta still runs 20%+ growth $META
🟠 Amazon ads growing the fastest $AMZN
🔴 YouTube ads lag as Premium surge $GOOG https://t.co/EDl4gLtnFW
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Michael Fritzell (Asian Century Stocks)
RT @nothingbutjp: Clayton (or Kenkyo Investing) was a Japan 'deep-value analyst' and you can't find that anywhere else - not a single broker has a dedicated analyst for deep value. And Clayton was legit at business analysis. Repeat: There is not a single deep value sell-side analyst. Zero.
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RT @nothingbutjp: Clayton (or Kenkyo Investing) was a Japan 'deep-value analyst' and you can't find that anywhere else - not a single broker has a dedicated analyst for deep value. And Clayton was legit at business analysis. Repeat: There is not a single deep value sell-side analyst. Zero.
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Bourbon Capital
Andy Jassy: "Our chips business is now over $10B in annual revenue.... growing at a triple digit percentage year over year" https://t.co/qfRWNUs1UD
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Andy Jassy: "Our chips business is now over $10B in annual revenue.... growing at a triple digit percentage year over year" https://t.co/qfRWNUs1UD
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Moon Dev
ill be the first billionaire made from clawdbot
10,783% ROI Trading bots being built https://t.co/lf7lTif6r7
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ill be the first billionaire made from clawdbot
10,783% ROI Trading bots being built https://t.co/lf7lTif6r7
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Michael Fritzell (Asian Century Stocks)
Just shows you: being both contrarian AND right, is extremely hard. Michael Burry is no dummy.
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Just shows you: being both contrarian AND right, is extremely hard. Michael Burry is no dummy.
People are paying Burry $3M/year to get slaughtered in $MOH and buy $GME as the next Berkshire lmao tweet
X (formerly Twitter)
Yellowbrick Investing (@joinyellowbrick) on X
People are paying Burry $3M/year to get slaughtered in $MOH and buy $GME as the next Berkshire lmao
Michael Fritzell (Asian Century Stocks)
RT @nothingbutjp: Food service sector in Japan has surprisingly rich valuations ranging north of 30x PE. Raise cash and consolidate private sector. Commissory kitchens + shared logistics. The public-private valuation arbitrage is real.
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RT @nothingbutjp: Food service sector in Japan has surprisingly rich valuations ranging north of 30x PE. Raise cash and consolidate private sector. Commissory kitchens + shared logistics. The public-private valuation arbitrage is real.
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Michael Fritzell (Asian Century Stocks)
RT @nitinkinvest: 6286.T Seiko, much like Casio, is seeing a substantial momentum in brand heat. Expect the company to beat and raise materially. No position! https://t.co/NUI731f86d
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RT @nitinkinvest: 6286.T Seiko, much like Casio, is seeing a substantial momentum in brand heat. Expect the company to beat and raise materially. No position! https://t.co/NUI731f86d
$6952.T (Casio) continues to show powerful global inflection. Seeing G-SHOCK in particular show up on multiple "Top 10" lists across major tracking channels.
The stock recently hit a 4-year high on the back of a significant Q3 '26 earnings beat and a newly announced ¥5 billion share buyback.
Amazon search trends for January are up a whopping 44% for G-SHOCK and 47% for the Casio brand (overall). Management is successfully pivoting toward high-margin metal models, I believe we are in the very early innings of a major re-rating story. tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
Now well under retail. The problem with Pop Mart is that the revenues aren't recurring. Eventually you'll run out of space. And run out of interest buying newer, shinier version. https://t.co/lLzv70olb8
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Now well under retail. The problem with Pop Mart is that the revenues aren't recurring. Eventually you'll run out of space. And run out of interest buying newer, shinier version. https://t.co/lLzv70olb8
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