The Transcript
$AMD CEO last week: "Today, 8 of the top 10 AI companies use Instinct to power production workloads across a growing range of use cases. With the MI350 Series, we are entering the next phase of Instinct adoption, expanding our footprint with existing partners and adding new customers."
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Javier Blas
Well, I admit that if you have asked me three months ago, certainly I didn't have the following on my 2026 bingo card:

"... US Secretary of Energy Chris Wright tours the Orinoco oil belt in Venezuela with the US-installed Venezuelan President Delcy Rodriguez..." https://t.co/rrkqNfGoQO
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Michael Fritzell (Asian Century Stocks)
RT @EffMktHype: *JAPAN 40-YEAR GOVT BOND YIELD FALLS 10BPS TO 3.625%

the decreasingly quiet unwind of bearish yen complex continues
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God of Prompt
RT @godofprompt: After interviewing 12 AI researchers from OpenAI, Anthropic, and Google, I noticed they all use the same 10 prompts.

Not the ones you see on X and LinkedIn.

These are the prompts that actually ship products, publish papers, and break benchmarks.

Here's what they told me ↓ https://t.co/CwG47vkWPV
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Michael Fritzell (Asian Century Stocks)
RT @blondesnmoney: How life feels after purchasing Korean Semiconductor ADRs, Japanese Regional Banks, and Brazilian Phosphate miners via Interactive Brokers https://t.co/MdHptQEtlH
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Quiver Quantitative
JUST IN: President Trump says that Attorney General Pam Bondi was fantastic at yesterday's hearing.
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Bourbon Capital
"For the next 3 years, we expect robust momentum in revenue growing at a 20% CAGR from 2025 to 2028, with adjusted EBITDA tripling from 2025 to reach $1.5 billion in 2028" Peter Oey $GRAB CFO

Grab’s operating income has been improving for 14 consecutive quarters

I don’t own enough Grab.
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Michael Fritzell (Asian Century Stocks)
RT @hamptonism: It finally happened, The Bloomberg Terminal just dropped its own LLM:

Bloomberg just launched AskB<GO>, it’s very own in-house Ai agent.

This chatbot assists users navigate massive, high-quality, and proprietary dataset that is extremely expensive and practically out of reach: https://t.co/KpsF2N69MS
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Michael Fritzell (Asian Century Stocks)
RT @smartkarma: 🇸🇬 Monetary Authority of Singapore (MAS) expands Equity Market Development Programme (EQDP) from S$5bn to S$6.5bn following Budget 2026 top-up to the Financial Sector Development Fund

• EQDP launched in Feb 2025 to strengthen local fund management capabilities and increase investor participation in Singapore equities

• S$3.95bn already allocated across nine appointed asset managers; strong ongoing interest and pipeline of applications

• Expansion aimed at funding additional high-quality managers with meaningful Singapore equity exposure

• Programme intended to catalyse third-party capital inflows and deepen liquidity in Singapore-listed equities

• Policy objective remains anchoring long-term capital pools for fundamentally strong listed companies and improving overall market vibrancy

• Next batch of EQDP asset manager appointments expected around mid-2026

https://t.co/QyEWyHhlEr
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Michael Fritzell (Asian Century Stocks)
RT @blondesnmoney: With Claude Code who needs Infosys?
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Quiver Quantitative
JUST IN: Senator Josh Hawley vs. Minnesota AG Keith Ellison https://t.co/bKDLOW2AaY
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Michael Fritzell (Asian Century Stocks)
RT @8valueactivist: ✳️ Welcome to our eighth issue on activist happenings around the world. But we will talk more about Japan, because it’s really happening!

✳️ Japan’s first female Prime Minister just won the most seats ever since WWII. Activists are cheering on, as change and momentum fuels their campaigns against traditional corporates.

Activist Happenings #8 https://t.co/S60tw2Var9
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