Michael Fritzell (Asian Century Stocks)
RT @TheYieldPig: A position that lets you sleep badly is too big. - George Soros
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RT @TheYieldPig: A position that lets you sleep badly is too big. - George Soros
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Offshore
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Brady Long
RT @thisdudelikesAI: If you spend too much time trying to be someone.
You may never get to be you.
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RT @thisdudelikesAI: If you spend too much time trying to be someone.
You may never get to be you.
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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
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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
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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
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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
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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
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Illiquid
This tweet had 95 impressions and four likes. Ofc, the stock is up 124% since then.
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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
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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
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Just tried Claude Cowork now… and I seriously regret not using it sooner. This thing is actually insane/crazy good. https://t.co/dGZKoB0gZ2
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Offshore
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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
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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
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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.
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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.
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Offshore
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Javier Blas
CHART OF THE DAY: Among the world's top oil consumers, a curious trend.
The 2nd largest consumption drop last year ocurred in Saudi Arabia, where demand fell ~60,000 b/d (only South Korea saw a larger drop). The reason? Gas is displacing oil in electricity generation.
1/2 https://t.co/MzJRLq2NRW
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CHART OF THE DAY: Among the world's top oil consumers, a curious trend.
The 2nd largest consumption drop last year ocurred in Saudi Arabia, where demand fell ~60,000 b/d (only South Korea saw a larger drop). The reason? Gas is displacing oil in electricity generation.
1/2 https://t.co/MzJRLq2NRW
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Michael Fritzell (Asian Century Stocks)
RT @DrDavidKass: 9 out of the 10 largest companies (market capitalization) are down year-to-date. Only Taiwan Semiconductor is up (+20.6%).
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RT @DrDavidKass: 9 out of the 10 largest companies (market capitalization) are down year-to-date. Only Taiwan Semiconductor is up (+20.6%).
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