Brady Long
RT @thisguyknowsai: AI JUST KILLED…

Stop.

The only thing that can kill your startup is you.

The biggest companies in the world look unrecognizable from when they started.

If technology made your business model obsolete. It did you a favor.

Especially if you don’t quit.
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The Transcript
RT @TheTranscript_: $ARM CEO: SoftBank CEO has “no interest” in selling Arm shares.

“I would quote him directly, he is not interested in selling one share of Arm stock. And that doesn’t mean two shares or three shares… he has no interest in selling.”
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The Transcript
RT @TheTranscript_: $TXN CFO: Capital intensity is set to normalize as the multi-year 300mm expansion cycle winds down.

“We’re nearing the end of a six-year elevated CapEx cycle that uniquely positions TI to deliver dependable, low-cost 300mm capacity at scale.”
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Brady Long
I turned Naval Ravikant's mental models into AI prompts.

It's like having the AngelList founder rip apart your career and rebuild it from leverage and specific knowledge.

Here are the 13 prompts that transformed how I build wealth: https://t.co/cPLqP6psGb
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The Transcript
RT @TheTranscript_: $QCOM CEO on memory constraints

"It is fair to assume at this point that for the fiscal year, the size of the handset market, which one that is probably getting the blunt of the impact in our business, is gonna be defined by the availability of DRAM."
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NecoKronos
Everyone is focused on the red candles, but the lack of follow-through is the real signal.

Big boys used spoof walls to induce selling, yet the price barely budged against the spot volume.

That is pure absorption by smart money.

I’m viewing this as a fake-out below the POC; reclaiming that area triggers the next leg up.

#BTC
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Michael Fritzell (Asian Century Stocks)
1/ Are alcohol stocks finally bottoming? https://t.co/ZtD5h2Sox9
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NecoKronos
The dream scenario for #BTC right now?

Range VAH deviation confirmed.
Selling stacked imbalance cleared.

If we get both, the trade sets itself up https://t.co/pOqLSlFcrG
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The Transcript
RT @TheTranscript_: $KO Coca-Cola CFO: North America's operating margins of 30% seen as structurally sustainable

“North America has been our star performer...And they, our folks running North America, expect and we expect them to continue to sort of lead the way because there's still tremendous opportunity to... just get a little bit better every day."
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Michael Fritzell (Asian Century Stocks)
Cool chart. The number of total bids for Singapore license plates and prices seems to be cyclical. https://t.co/xNNmpzQE3T
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Michael Fritzell (Asian Century Stocks)
RT @business: Philippine financial-technology firm Maya is considering a US IPO that may raise up to $1 billion, joining the ranks of Southeast Asian firms seeking to list their shares on overseas exchanges https://t.co/uyFSIcIzTM
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Michael Fritzell (Asian Century Stocks)
RT @SutjeSH: A lot of interesting information from Michael on alcohol consumption with focus on Asia. Worth to read!

1/ Are alcohol stocks finally bottoming? https://t.co/ZtD5h2Sox9
- Michael Fritzell (Asian Century Stocks)
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