Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @BerkelKip: Stmn $4019.T reported 4Q results AMC. 4Q sales +43% yoy with ARR +40%, EBIT +128%. Provided 2026 guidance of +35% Sales & +37% EBIT.
Valuation: at 660 JPY trades 1.2x EV/S, 1.3x EV/ARR, 16x EV/EBIT, 28x P/E https://t.co/ltoqDcrmbs
tweet
RT @BerkelKip: Stmn $4019.T reported 4Q results AMC. 4Q sales +43% yoy with ARR +40%, EBIT +128%. Provided 2026 guidance of +35% Sales & +37% EBIT.
Valuation: at 660 JPY trades 1.2x EV/S, 1.3x EV/ARR, 16x EV/EBIT, 28x P/E https://t.co/ltoqDcrmbs
1) Stmn $4019.T reported 3Q results after close and slightly raised 2025 sales guidance. 3Q sales +41% yoy with ARR +39%. Remains profitable (4.4% in qtr, >6% ttm) - trades at 2.7x EV/ARR with mid-70s GMs... https://t.co/ht4vkRfwgN tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
Fantastic to see @denk_tweets launching his own newsletter. A great way to build empathy for your writers.
https://t.co/IT8ejPnDxC
tweet
Fantastic to see @denk_tweets launching his own newsletter. A great way to build empathy for your writers.
https://t.co/IT8ejPnDxC
tweet
Offshore
Video
memenodes
RT @naiivememe: My crypto portfolio down really bad -60% but my X payout got a 5x compared to last year.
Bro to bro, get X Premium and start posting. Not tomorrow, but today, today.
You’re gonna make it. https://t.co/jjKuMsP4Wn
tweet
RT @naiivememe: My crypto portfolio down really bad -60% but my X payout got a 5x compared to last year.
Bro to bro, get X Premium and start posting. Not tomorrow, but today, today.
You’re gonna make it. https://t.co/jjKuMsP4Wn
tweet
Brady Long
Why has nobody mentioned that this “acceleration period” had a massive capital injection.
Way bigger than normal.
And that all of this could easily be wrong if labs can’t get the financing they need or if geopolitical regulations prevent them from getting the resources they need.
I feel there is such an elitist complex in tech right now.
People think that utility and “tech” take precedent over everything.
“It makes ZERO sense to not do things the fastest and most advanced way possible!”
Technology is just technology. No matter how powerful it is. It’s not an existential replacement for existence.
Pardon the redundancy. “But I think you understand where I’m going with this.”
For example. If Russia nuked every data center in the US right now do you think that would halt the progress a few years? Lol.
Look.
I’m long AI just like Matt Schumer. And this went viral for a reason.
So not taking anything away from him.
And just to be clear I’m not saying anything here is wrong. Nor do I have the credentials to say that it is.
As my bio says. I’m just a “dude that likes AI.”
But it lacks critical context to the point where it doesn’t do much other than scare people or validate them.
There are very few people reading this in a healthy mental state saying “Smart guy. I think I’m going to start changing my outlook on AI.”
There are only people insecure about it and finding any way possible to challenge it.
Or people who feel hubris as a result of their AI footprint or how the efficacy of these claims will affect them.
So to summarize.
This piece is written very intelligently by an intelligent person with a limited emotional capacity and a naive understanding of how the world actually works.
I would say “do you remember Y2K?!”
But a part of me thinks the world already ended. We’re just taking the scenic route.
tweet
Why has nobody mentioned that this “acceleration period” had a massive capital injection.
Way bigger than normal.
And that all of this could easily be wrong if labs can’t get the financing they need or if geopolitical regulations prevent them from getting the resources they need.
I feel there is such an elitist complex in tech right now.
People think that utility and “tech” take precedent over everything.
“It makes ZERO sense to not do things the fastest and most advanced way possible!”
Technology is just technology. No matter how powerful it is. It’s not an existential replacement for existence.
Pardon the redundancy. “But I think you understand where I’m going with this.”
For example. If Russia nuked every data center in the US right now do you think that would halt the progress a few years? Lol.
Look.
I’m long AI just like Matt Schumer. And this went viral for a reason.
So not taking anything away from him.
And just to be clear I’m not saying anything here is wrong. Nor do I have the credentials to say that it is.
As my bio says. I’m just a “dude that likes AI.”
But it lacks critical context to the point where it doesn’t do much other than scare people or validate them.
There are very few people reading this in a healthy mental state saying “Smart guy. I think I’m going to start changing my outlook on AI.”
There are only people insecure about it and finding any way possible to challenge it.
Or people who feel hubris as a result of their AI footprint or how the efficacy of these claims will affect them.
So to summarize.
This piece is written very intelligently by an intelligent person with a limited emotional capacity and a naive understanding of how the world actually works.
I would say “do you remember Y2K?!”
But a part of me thinks the world already ended. We’re just taking the scenic route.
https://t.co/ivXRKXJvQg tweet
X (formerly Twitter)
Matt Shumer (@mattshumer_) on X
Something Big Is Happening
Michael Fritzell (Asian Century Stocks)
RT @TheYieldPig: A position that lets you sleep badly is too big. - George Soros
tweet
RT @TheYieldPig: A position that lets you sleep badly is too big. - George Soros
tweet
Offshore
Photo
Brady Long
RT @thisdudelikesAI: If you spend too much time trying to be someone.
You may never get to be you.
tweet
RT @thisdudelikesAI: If you spend too much time trying to be someone.
You may never get to be you.
tweet
Jukan
Rumor: Apple has agreed to Kioxia’s terms to double NAND unit prices starting in the January–March quarter, with pricing to be adjusted on a quarterly basis thereafter.
$AAPL
tweet
Rumor: Apple has agreed to Kioxia’s terms to double NAND unit prices starting in the January–March quarter, with pricing to be adjusted on a quarterly basis thereafter.
$AAPL
なぜAppleが某NANDメーカーから持ち掛けられた再交渉で1-3月から単価倍、かつ価格は四半期ごとに調整というの悪条件を受け入れざるを得なかったかを考えれば納得するでしょ。 tweet
X (formerly Twitter)
ぷにょ (@ponyoonthebeach) on X
なぜAppleが某NANDメーカーから持ち掛けられた再交渉で1-3月から単価倍、かつ価格は四半期ごとに調整というの悪条件を受け入れざるを得なかったかを考えれば納得するでしょ。
The Transcript
RT @TheTranscript_: $ABNB CEO: AI traffic converts better than Google
"...what we see is that traffic that comes from chatbots, converts at a higher rate than traffic that comes from Google."
$GOOG $GOOGL
tweet
RT @TheTranscript_: $ABNB CEO: AI traffic converts better than Google
"...what we see is that traffic that comes from chatbots, converts at a higher rate than traffic that comes from Google."
$GOOG $GOOGL
tweet
Javier Blas
RT @phildstewart: SCOOP! The U.S. military is preparing for the possibility of sustained, weeks-long operations against Iran if President Donald Trump orders an attack. I'll post a link once it's up online. w/@idreesali114
tweet
RT @phildstewart: SCOOP! The U.S. military is preparing for the possibility of sustained, weeks-long operations against Iran if President Donald Trump orders an attack. I'll post a link once it's up online. w/@idreesali114
tweet
Illiquid
This tweet had 95 impressions and four likes. Ofc, the stock is up 124% since then.
tweet
This tweet had 95 impressions and four likes. Ofc, the stock is up 124% since then.
AI Mechatec (6227.T) has an order backlog of $284M, exceeding its entire market cap ($187M) by roughly 50%. 🧐🤏 tweet
X (formerly Twitter)
Jaraxle (@hyperuniformity) on X
AI Mechatec (6227.T) has an order backlog of $284M, exceeding its entire market cap ($187M) by roughly 50%. 🧐🤏
Offshore
Photo
Jukan
Just tried Claude Cowork now… and I seriously regret not using it sooner. This thing is actually insane/crazy good. https://t.co/dGZKoB0gZ2
tweet
Just tried Claude Cowork now… and I seriously regret not using it sooner. This thing is actually insane/crazy good. https://t.co/dGZKoB0gZ2
tweet
Offshore
Video
Michael Fritzell (Asian Century Stocks)
RT @tradebutwhy: "if all the news is great and the stock is not acting well, get out, which is a pretty simple thing that for some reason most analysts don’t know"
- Stanley Druckenmiller
tweet
RT @tradebutwhy: "if all the news is great and the stock is not acting well, get out, which is a pretty simple thing that for some reason most analysts don’t know"
- Stanley Druckenmiller
Cant this guy just shut the fuck up
https://t.co/FTxYefISI6 tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @neilksethi: BoA's Hartnett (Flow Show) on Japan:
Japan yen & Nikkei price correlation just flipped positive 1st time since 2005 (Chart 2)… nothing says “secular bull” more than FX up, stocks up (see Japan '82-'90, Germany '85-'95, China '00-'08);
but short-term Japan yen adds to crypto, silver, PE, software, energy, unwind pain; can’t have disorderly yen surge now (i.e., JPY below 145)… hits global liquidity & has always coincided with global deleveraging.
tweet
RT @neilksethi: BoA's Hartnett (Flow Show) on Japan:
Japan yen & Nikkei price correlation just flipped positive 1st time since 2005 (Chart 2)… nothing says “secular bull” more than FX up, stocks up (see Japan '82-'90, Germany '85-'95, China '00-'08);
but short-term Japan yen adds to crypto, silver, PE, software, energy, unwind pain; can’t have disorderly yen surge now (i.e., JPY below 145)… hits global liquidity & has always coincided with global deleveraging.
tweet