anon
RT @zephyr_z9: Chinese AI CAPEX (include SEA buildout as well) will surprise us

Some accounts are consistently high-alpha like david orr or zephyr. you just consume it and keep rising higher with them. some, like mine, are very lumpy, high volatility, with some great winners and other dumpster stocks. Follow the track record. Trust the track record. - anon
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anon
Yakult announces 2.56% s/o buyback with 8.08% of issued share cancellation. Another cash hoarding company that realises: we don't need this much cash. 2 yrs ago i felt many corp gov changes were 'reactive' - recently i feel they are more 'proactive'. https://t.co/8hihJTh5wt
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anon
If you haven't read this stack article on MARUWA $5344.T, an 'AI optical infrastructure' supplier with 60% share of heat dissipation substractes crucial to optical transceivers, it's still not too late. Market expected to grow 60% CAGR over 5 yrs, and Maruwa ebit margins are 36%. https://t.co/UnHwTykb1x
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anon
PIA 4337 ticketing platform showing op lev inflection, q3 ebit up 150% y/y vs. 24% rev. trades for 4x ev/ebit. ticketing platform alone gross margin > 40%, and likely ebit margin 20%+, diluted by event production. This sub-5x ev/ebit with 40%+ gpm 10% rev cagr is my sweet spot.
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anon
The way to play this in japan: Ferrotec $6890.T - vacuum seals and quartz/silicon/ceramics parts co w/ China subsidiary "CCMC" worth 2x 6890's market cap. Ferrotec itself is still trading at 6.7x ebitda with 11% ebit margins. likely 2026 winner https://t.co/d7SuCQESmH

Chinese AI CAPEX (include SEA buildout as well) will surprise us - Zephyr
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The Transcript
RT @TheTranscript_: $ABNB CEO: Airbnb’s defense against disintermediation is focusing on what AI can’t replicate

"A chatbot can give you a list of homes, but it can't give you the unique ones you find on Airbnb..." https://t.co/5lwQ6BVXcD
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Michael Fritzell (Asian Century Stocks)
RT @Charteddaily: The shift towards travel to Asia is even more pronounced in Australia - 55% of short-term trips in 2025 were to Asia, up from just 19% in 1979.
Post-Covid growth in travel to Indonesia and Japan has been phenomenal, and China looks set to overtake the US in fourth spot in 2026. https://t.co/poJfohhoUC

China has overtaken the USA as New Zealand's third most popular overseas destination (after Australia and Fiji).
It's part of a broader shift towards Asia - visits to Japan, India, Indonesia, the Philippines & Viet Nam are all at record highs. Asia now accounts for ~25% of trips. https://t.co/4tGWtMeB6w - Charted Daily
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Michael Fritzell (Asian Century Stocks)
RT @econcallum: Datacentres now account for 7% of US electricity demand https://t.co/6AojVY5RvB
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Michael Fritzell (Asian Century Stocks)
New post just published: on Casio (6952 JP)
- New CEO Shin Takano has revamped the organization
- Latest quarter timepieces revenues +34.5% YoY
- EV/Sales of 1.0x https://t.co/iB9kX6Gzcb
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Michael Fritzell (Asian Century Stocks)
From @firstadopter’s The Nvidia Way: “The Finns… everything they touch turns to gold”

So why do we never hear about Finnish tech companies (outside of Linux, of course)? https://t.co/ZcXRcd4H4w
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Michael Fritzell (Asian Century Stocks)
I'd love to get your thoughts on the new Asian Century Stocks site and emails. What do you like about it, and what can be improved. In other words, how can I make the service more valuable to you? https://t.co/EYsQp4X5j9
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