Michael Fritzell (Asian Century Stocks)
RT @capitalemployed: Great accounts to follow for Japanese small cap ideas, with stocks they've recently mentioned... 🇯🇵
@japan_cap 👇
- 7399.T Nanshin – Downward revision but undervalued at 0.34x P/B.
- 4624.T Isamu Paint – Strong Q3 progress, 0.44x P/B.
- 3773.T Advance Media – Q3 OP up 70.6% QoQ.
- 4224.T Lonseal – 42.1% YoY OP growth, 0.47x P/B.
@JapanDeepValue1 👇
- 2962.T – Micro cap with advanced TGV drilling tech, $30M market cap.
- 4704.T Trend Micro – Cheap at 8x EV/EBITDA, 30% net cash, potential takeout.
@JCVpartners 👇
- 7732.T Topcon – Privatization speculation.
- 7201.T Nissan – PB ratio lower than TEPCO's.
- 9501.T TEPCO) – Compared to Nissan on valuation.
- 7974.T Nintendo – Switch 2 speculation.
- 3382.T Seven & i – Resisting takeover, targeting sales double.
@japan_guru_x 👇
- 9861.T Yoshinoya – Ramen shop roll-up play.
- 3197.T Skylark – Impacted by ingredient inflation.
- 5401.T Nippon Steel – Potential divestment of Osaka Steel.
- 5449.T Osaka Steel – As part of Nippon Steel divestment.
@TeddyOkuyama 👇
- 4320.T CE Holdings – SaaS in hospital EMR, 5x EV/EBIT.
- 3733.T Software Service – Defensive compounder in EMR.
- 5621.T Human Technologies – Temp staffing, price-sensitive SMB focus.
- 5138.T Rebase – Space rental platform with strong margins.
@altaycapital 👇
- 4624.T Isamu Paint : Highlighted conservative management - Q3 results ahead of guidance but no revision (implying unlikely Q4 loss given historical consistency).
- 7826.T Furuya Metal : Massive forecast raise (revenue +37.5%, OP +65%, net +83%). Niche precious-metals leader for electronics/data centers.
- 9312.T (Keihin): Earnings revision up + dividend hike (¥80 → ¥100). Still cheap despite gains (net cash, warehouse assets undervalued).
- 2612.T (Kadoya): New higher payout ratio/dividend policy (potential 30%+ boost).
- 7999.T (Mutoh Holdings): Tender offer at 157% premium (¥2,980 → ¥7,626). Typical deep value net-net with massive net cash; strategic acquisition.
@hiroki1379 👇
- 7192.T (Mortgage Service Japan): Up 15% on guidance revision and dividend hike; current yield 4.8%, PER 8x. Still cheap amid solid performance in housing finance and insurance.
- 5187.T (Create Medic): Jan 2026 dividend revision (37→45 yen), yield 4.1%; good returns including 2.5% share buyback last year.
- 5304.T (SEC Carbon): Net-net with 4%+ dividend; super-niche in carbon products, positive macro for turnaround.
Give all these guys a follow.
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RT @capitalemployed: Great accounts to follow for Japanese small cap ideas, with stocks they've recently mentioned... 🇯🇵
@japan_cap 👇
- 7399.T Nanshin – Downward revision but undervalued at 0.34x P/B.
- 4624.T Isamu Paint – Strong Q3 progress, 0.44x P/B.
- 3773.T Advance Media – Q3 OP up 70.6% QoQ.
- 4224.T Lonseal – 42.1% YoY OP growth, 0.47x P/B.
@JapanDeepValue1 👇
- 2962.T – Micro cap with advanced TGV drilling tech, $30M market cap.
- 4704.T Trend Micro – Cheap at 8x EV/EBITDA, 30% net cash, potential takeout.
@JCVpartners 👇
- 7732.T Topcon – Privatization speculation.
- 7201.T Nissan – PB ratio lower than TEPCO's.
- 9501.T TEPCO) – Compared to Nissan on valuation.
- 7974.T Nintendo – Switch 2 speculation.
- 3382.T Seven & i – Resisting takeover, targeting sales double.
@japan_guru_x 👇
- 9861.T Yoshinoya – Ramen shop roll-up play.
- 3197.T Skylark – Impacted by ingredient inflation.
- 5401.T Nippon Steel – Potential divestment of Osaka Steel.
- 5449.T Osaka Steel – As part of Nippon Steel divestment.
@TeddyOkuyama 👇
- 4320.T CE Holdings – SaaS in hospital EMR, 5x EV/EBIT.
- 3733.T Software Service – Defensive compounder in EMR.
- 5621.T Human Technologies – Temp staffing, price-sensitive SMB focus.
- 5138.T Rebase – Space rental platform with strong margins.
@altaycapital 👇
- 4624.T Isamu Paint : Highlighted conservative management - Q3 results ahead of guidance but no revision (implying unlikely Q4 loss given historical consistency).
- 7826.T Furuya Metal : Massive forecast raise (revenue +37.5%, OP +65%, net +83%). Niche precious-metals leader for electronics/data centers.
- 9312.T (Keihin): Earnings revision up + dividend hike (¥80 → ¥100). Still cheap despite gains (net cash, warehouse assets undervalued).
- 2612.T (Kadoya): New higher payout ratio/dividend policy (potential 30%+ boost).
- 7999.T (Mutoh Holdings): Tender offer at 157% premium (¥2,980 → ¥7,626). Typical deep value net-net with massive net cash; strategic acquisition.
@hiroki1379 👇
- 7192.T (Mortgage Service Japan): Up 15% on guidance revision and dividend hike; current yield 4.8%, PER 8x. Still cheap amid solid performance in housing finance and insurance.
- 5187.T (Create Medic): Jan 2026 dividend revision (37→45 yen), yield 4.1%; good returns including 2.5% share buyback last year.
- 5304.T (SEC Carbon): Net-net with 4%+ dividend; super-niche in carbon products, positive macro for turnaround.
Give all these guys a follow.
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Offshore
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Brady Long
RT @thisguyknowsai: Non-technical CEO when CTO says “I think what we’re building is too complex for vibecoding. But I got it.” https://t.co/Td8rqAGjjn
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RT @thisguyknowsai: Non-technical CEO when CTO says “I think what we’re building is too complex for vibecoding. But I got it.” https://t.co/Td8rqAGjjn
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The Transcript
RT @TheTranscript_: $MSFT CTO: AI shifts bottlenecks from code creation to review and judgment
“You can produce a lot of code… there’s nothing to say that it’s good code… review is a bottleneck..people need to really make sure that they're not getting confused between activity and progress."
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RT @TheTranscript_: $MSFT CTO: AI shifts bottlenecks from code creation to review and judgment
“You can produce a lot of code… there’s nothing to say that it’s good code… review is a bottleneck..people need to really make sure that they're not getting confused between activity and progress."
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Offshore
Video
God of Prompt
RT @alex_prompter: my friend just sent me his “AI setup” and i don’t have the heart to tell him
bro bought 6 Mac Minis because a YouTube video said he needs “local inference for agents”
he doesn’t even know what inference means 😭 https://t.co/CbpSpRsiyQ
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RT @alex_prompter: my friend just sent me his “AI setup” and i don’t have the heart to tell him
bro bought 6 Mac Minis because a YouTube video said he needs “local inference for agents”
he doesn’t even know what inference means 😭 https://t.co/CbpSpRsiyQ
OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT tweet
Michael Fritzell (Asian Century Stocks)
RT @fchollet: Back in 2023 everybody was telling me "no one uses Google search anymore, it's over"
From 2023 to 2025, Google search query volume has grown 61% to 5T/year, and search revenue has grown 28% to $225B (56% of Google's revenue)
The track record of Twitter pundits predicting AI disruption has been abysmal
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RT @fchollet: Back in 2023 everybody was telling me "no one uses Google search anymore, it's over"
From 2023 to 2025, Google search query volume has grown 61% to 5T/year, and search revenue has grown 28% to $225B (56% of Google's revenue)
The track record of Twitter pundits predicting AI disruption has been abysmal
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Illiquid
Furukawa v Fujikura was my Super Bowl
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Furukawa v Fujikura was my Super Bowl
type of guy who’s way more excited about Takaichi winning than the Super Bowl tweet
X (formerly Twitter)
Citrini (@Citrini7) on X
type of guy who’s way more excited about Takaichi winning than the Super Bowl
Offshore
Photo
Illiquid
Limit up today. Just crazy action everywhere.
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Limit up today. Just crazy action everywhere.
Furuya Metal (7826.T) is a niche precious-metals tech leader, critical „pick and shovel“ inputs for electronics & data centers.
One of the few global specialists that can refine and process iridium & ruthenium. Market shares up to 90% in niches. Targets near-3x revenue by 2030. https://t.co/x6B23zVak3 tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @kos_data: 🇷🇺 Russian President Putin net approval rating in Europe:
Only fans:
🇷🇸 Serbia: 37
Top haters:
🇺🇦 Ukraine: -98
🇩🇰 Denmark: -94
🇸🇪 Sweden: -94
(Poll: Gallup International) https://t.co/RotlyhIDzc
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RT @kos_data: 🇷🇺 Russian President Putin net approval rating in Europe:
Only fans:
🇷🇸 Serbia: 37
Top haters:
🇺🇦 Ukraine: -98
🇩🇰 Denmark: -94
🇸🇪 Sweden: -94
(Poll: Gallup International) https://t.co/RotlyhIDzc
🇺🇸 US President Trump net approval rating in Europe:
Top fans:
🇽🇰 Kosovo: 27
🇷🇴 Romania: 11
🇲🇩 Moldova: 10
🇲🇰 N.Macedonia: 2
Top haters:
🇩🇰 Denmark: -84
🇸🇪 Sweden: -80
🇳🇴 Norway: -79
(Poll: Gallup International) https://t.co/XCAXSStNBt tweet
Offshore
Photo
God of Prompt
RT @alex_prompter: Claude Opus 4.6 just became the most dangerous competitive intelligence tool on Earth.
I reverse-engineered my competitor's entire strategy in minutes.
Found their pricing, positioning, weaknesses, and future roadmap.
Here's the prompt (use responsibly):
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"Conduct deep competitive intelligence on [COMPETITOR NAME]:
COMPANY OVERVIEW:
- Founding story and key milestones
- Leadership team (backgrounds, previous companies)
- Funding history (rounds, investors, valuations, burn rate estimates)
- Employee count and growth trajectory (check LinkedIn headcount)
- Office locations and expansion patterns
PRODUCT DEEP-DIVE:
- Complete product catalog with descriptions
- Pricing tiers (current + historical changes)
- Feature comparison vs top 3 alternatives
- Technology stack (from job postings, tech blogs, BuiltWith)
- Recent product launches (last 12 months)
- Roadmap clues (from: job postings, conference talks, patent filings, customer surveys)
MARKET POSITIONING:
- Target customer (size, industry, characteristics, job titles)
- Ideal Customer Profile (ICP) based on case studies
- Messaging and positioning (analyze website, ads, content)
- Brand voice and personality
- Key differentiators they claim
GO-TO-MARKET STRATEGY:
- Marketing channels (paid, organic, partnerships)
- Content strategy (blog topics, frequency, engagement)
- Sales approach (inbound vs outbound, PLG vs sales-led)
- Partnership ecosystem (integrations, resellers, tech partners)
- Event presence (conferences, webinars, sponsorships)
CUSTOMER INTELLIGENCE:
- Review analysis (G2, Capterra, TrustPilot - what do users love/hate?)
- Common complaints (from Reddit, Twitter, support forums)
- Feature requests and gaps (from public roadmap, user forums)
- Churn signals (Glassdoor reviews, customer testimonials that stopped)
STRATEGIC VULNERABILITIES:
- What are they bad at? (based on reviews, hiring patterns)
- What markets are they ignoring?
- Where are they overextended?
- Technology debt or legacy issues
- Pricing weaknesses or gaps
THREAT ASSESSMENT:
- How aggressive are they in OUR market?
- What would it take to compete effectively?
- What could they do that would hurt us most?
- Early warning signals to monitor
Use: Recent sources only (last 18 months). Prioritize primary sources (their blog, official announcements, verified reviews). Flag speculation vs confirmed facts. Include URLs for verification."
---
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RT @alex_prompter: Claude Opus 4.6 just became the most dangerous competitive intelligence tool on Earth.
I reverse-engineered my competitor's entire strategy in minutes.
Found their pricing, positioning, weaknesses, and future roadmap.
Here's the prompt (use responsibly):
---
"Conduct deep competitive intelligence on [COMPETITOR NAME]:
COMPANY OVERVIEW:
- Founding story and key milestones
- Leadership team (backgrounds, previous companies)
- Funding history (rounds, investors, valuations, burn rate estimates)
- Employee count and growth trajectory (check LinkedIn headcount)
- Office locations and expansion patterns
PRODUCT DEEP-DIVE:
- Complete product catalog with descriptions
- Pricing tiers (current + historical changes)
- Feature comparison vs top 3 alternatives
- Technology stack (from job postings, tech blogs, BuiltWith)
- Recent product launches (last 12 months)
- Roadmap clues (from: job postings, conference talks, patent filings, customer surveys)
MARKET POSITIONING:
- Target customer (size, industry, characteristics, job titles)
- Ideal Customer Profile (ICP) based on case studies
- Messaging and positioning (analyze website, ads, content)
- Brand voice and personality
- Key differentiators they claim
GO-TO-MARKET STRATEGY:
- Marketing channels (paid, organic, partnerships)
- Content strategy (blog topics, frequency, engagement)
- Sales approach (inbound vs outbound, PLG vs sales-led)
- Partnership ecosystem (integrations, resellers, tech partners)
- Event presence (conferences, webinars, sponsorships)
CUSTOMER INTELLIGENCE:
- Review analysis (G2, Capterra, TrustPilot - what do users love/hate?)
- Common complaints (from Reddit, Twitter, support forums)
- Feature requests and gaps (from public roadmap, user forums)
- Churn signals (Glassdoor reviews, customer testimonials that stopped)
STRATEGIC VULNERABILITIES:
- What are they bad at? (based on reviews, hiring patterns)
- What markets are they ignoring?
- Where are they overextended?
- Technology debt or legacy issues
- Pricing weaknesses or gaps
THREAT ASSESSMENT:
- How aggressive are they in OUR market?
- What would it take to compete effectively?
- What could they do that would hurt us most?
- Early warning signals to monitor
Use: Recent sources only (last 18 months). Prioritize primary sources (their blog, official announcements, verified reviews). Flag speculation vs confirmed facts. Include URLs for verification."
---
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @ai: One Japanese company makes virtually all the ultrathin glass used in advanced AI chips. Nittobo controls the T-glass market and isn't adding capacity for months. We talk a lot about GPU supply constraints but the bottlenecks keep showing up in places nobody's watching. Chip packaging depends on this stuff. https://t.co/LrPF0HpyvX
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RT @ai: One Japanese company makes virtually all the ultrathin glass used in advanced AI chips. Nittobo controls the T-glass market and isn't adding capacity for months. We talk a lot about GPU supply constraints but the bottlenecks keep showing up in places nobody's watching. Chip packaging depends on this stuff. https://t.co/LrPF0HpyvX
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