Offshore
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Jukan
* Reuters: Intel told customers in China that lead times for its server CPUs could be as long as six months.
* Reuters: Intel raised prices for server CPUs sold to China by 10%.
* Reuters: AMD said lead times for some of its products have extended to 8–10 weeks.
$AMD $INTC https://t.co/T0i9NrwXNH
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* Reuters: Intel told customers in China that lead times for its server CPUs could be as long as six months.
* Reuters: Intel raised prices for server CPUs sold to China by 10%.
* Reuters: AMD said lead times for some of its products have extended to 8–10 weeks.
$AMD $INTC https://t.co/T0i9NrwXNH
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Offshore
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Michael Fritzell (Asian Century Stocks)
Key point from that Bloomberg article about Minal Bathwal: read Kahneman's book https://t.co/31AlkJvzCB
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Key point from that Bloomberg article about Minal Bathwal: read Kahneman's book https://t.co/31AlkJvzCB
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Offshore
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App Economy Insights
RT @EconomyApp: $AMZN Amazon Q4 FY25:
• Revenue +14% Y/Y to $213.4B ($2.2B beat).
• Operating margin 12% (+0.4pp Y/Y).
• EPS $1.95 ($0.01 miss).
• Q1 FY26 rev guide: +11%–15% Y/Y.
☁️ AWS:
• Revenue +24% Y/Y to $35.6B.
• Operating margin 35% (-2pp Y/Y). https://t.co/169cUDweIt
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RT @EconomyApp: $AMZN Amazon Q4 FY25:
• Revenue +14% Y/Y to $213.4B ($2.2B beat).
• Operating margin 12% (+0.4pp Y/Y).
• EPS $1.95 ($0.01 miss).
• Q1 FY26 rev guide: +11%–15% Y/Y.
☁️ AWS:
• Revenue +24% Y/Y to $35.6B.
• Operating margin 35% (-2pp Y/Y). https://t.co/169cUDweIt
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Offshore
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Javier Blas
Global electricity demand will increase at an annual rate of 3.6% from 2026 to 2030, the @IEA says in new forecast. Importantly, "although coal generation is set to lose ground globally, it remains the single largest source of electricity in 2030."
https://t.co/7kxaUjO0RZ
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Global electricity demand will increase at an annual rate of 3.6% from 2026 to 2030, the @IEA says in new forecast. Importantly, "although coal generation is set to lose ground globally, it remains the single largest source of electricity in 2030."
https://t.co/7kxaUjO0RZ
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The Transcript
RT @TheTranscript_: The Google cash machine
"We generated record operating cash flow of $52.4B in the Q4 and $164.7B for the full year... free cash flow of $73.3B for the full year.” - Alphabet CFO
$GOOG $GOOGL
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RT @TheTranscript_: The Google cash machine
"We generated record operating cash flow of $52.4B in the Q4 and $164.7B for the full year... free cash flow of $73.3B for the full year.” - Alphabet CFO
$GOOG $GOOGL
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Offshore
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Michael Fritzell (Asian Century Stocks)
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
But I guess these morons who have been attacking me all week know better, right. Good luck!
https://t.co/asm6sZ4Q9U
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Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
But I guess these morons who have been attacking me all week know better, right. Good luck!
https://t.co/asm6sZ4Q9U
tweet
Offshore
Video
Jukan
Boston Dynamics' Atlas, Hyundai's humanoid robot, got roasted for its awkward backflip less than a month ago, and now it's showing insanely improved moves!🤯 https://t.co/QlwzcpT8By
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Boston Dynamics' Atlas, Hyundai's humanoid robot, got roasted for its awkward backflip less than a month ago, and now it's showing insanely improved moves!🤯 https://t.co/QlwzcpT8By
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Michael Fritzell (Asian Century Stocks)
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
But I guess these morons who have been attacking me all week know better, right. Good luck
https://t.co/5EMVuqgizR
tweet
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
But I guess these morons who have been attacking me all week know better, right. Good luck
https://t.co/5EMVuqgizR
tweet
YouTube
The AI Bubble Won’t Pop Until Big IPOs Hit the Market | Carson Block
This episode is brought to you by the Pictet AI Enhanced International Equity ETF ($PQNT): https://etf.am.pictet.com/pqnt/
Carson Block, founder of Muddy Waters Capital joins Monetary Matters to discuss why they aren’t rushing to short AI pretenders and…
Carson Block, founder of Muddy Waters Capital joins Monetary Matters to discuss why they aren’t rushing to short AI pretenders and…
Michael Fritzell (Asian Century Stocks)
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
https://t.co/JYxfkTjNO9
tweet
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
https://t.co/JYxfkTjNO9
tweet
YouTube
The AI Bubble Won’t Pop Until Big IPOs Hit the Market | Carson Block
This episode is brought to you by the Pictet AI Enhanced International Equity ETF ($PQNT): https://etf.am.pictet.com/pqnt/
Carson Block, founder of Muddy Waters Capital joins Monetary Matters to discuss why they aren’t rushing to short AI pretenders and…
Carson Block, founder of Muddy Waters Capital joins Monetary Matters to discuss why they aren’t rushing to short AI pretenders and…