Illiquid
Enjoy. We have a new top pick for Japan levered to HBM production. Its on the orange site.

In particular, you'll want to note $mu's comments yesterday about HBM production being in full swing, shipping one quarter early and demand being "significantly higher" than the industry's ability to supply.

Option 3. Bought Seikoh Giken more than 2.5x up in 6 months and it’s still gonna double. - Illiquid
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Michael Fritzell (Asian Century Stocks)
RT @anonymous3nibrv: Be on the tip of your toes when growth starts outperforming Nikkei. This creates global market routs. Not sure why but when growth gains, the entire global markets start shaking. https://t.co/WOCS0B3dQ0
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Michael Fritzell (Asian Century Stocks)
RT @lhamtil: My favorite book on markets is The Money Game. The names of the stocks are different now, but the lessons remain the same.
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Brady Long
RT @unusual_whales: JUST IN: Alexander Skarsgård confirms viral ad he is featured in is authentic, per Morning Brew.

The video starring the actor was thought to be fake. OpenAl has denied any involvement.

Skarsgård declined to comment on who was behind the ad.

OpenAI's Greg Brockman says this ad, originally leaked on Reddit, is "fake news."

Company officials told Business Insider the ad wasn't real and "Not OpenAI, not connected to us at all." https://t.co/FebxbLas9G - unusual_whales
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Michael Fritzell (Asian Century Stocks)
From yesterday's post: insider buying in Philippine fast-food restaurant chain Jollibee, right after it announced that it would spin off its international operations on a US exchange in late 2027. https://t.co/qaFLrM4ucT
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Brady Long
If you can build stuff like memory agents or plugins then do this to win $80k.

btw competition style marketing like this will only be more common. The more we automate the more we will need gamification to take action.

Memory Genesis Competition 2026 by EverMind is LIVE.

With @OpenAI among our supporting communities, we’re bringing together leading AI organizations around EverMemOS.

Build long-term memory agents, plugins, and OS infra on EverMemOS for a shot at $80k+ in prizes, revenue share on subscriptions you drive, and fast‑track career opportunities.

Jan–Mar 2026, global & hybrid.

Tracks for Agent+Memory, Platform Plugins, and OS Infrastructure.

Register now if you want to push agentic AI beyond the context window.

https://t.co/zIkh9t6Ta4 - EverMind-AI
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Michael Fritzell (Asian Century Stocks)
FnGuide total AUM managed based on its indices now KRW 45 trillion. It was just KRW 14 trillion in early 2025.

h/t: @smartkarma

https://t.co/R7rtmpVSY4
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Michael Fritzell (Asian Century Stocks)
If you're excited about Saizeriya, check out my 2023 guide to Japan's restaurant sector (free to share):

https://t.co/AccUTSWWeK
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AkhenOsiris
HUBS!

Hubs saves saas - TrumpGrift Capital🇺🇦
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God of Prompt
RT @godofprompt: Prompt engineering is dead.

"Prompt chaining" is the new meta.

Break one complex prompt into 5 simple prompts that feed into each other.

I tested this for 30 days. Output quality jumped 67%.

Here's how to do it ↓ https://t.co/K3r7wrcJw7
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Michael Fritzell (Asian Century Stocks)
The Nikkei 225's forward P/E ratio is now 24.9x, above the 2006 peak https://t.co/MeqyEEeo5z
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