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anon
RT @FirstHillcap: RS down tremendously on FY25 earnings report.
I thought it was a good report, we have good guidance and wouldn’t be surprised if they instated a buyback https://t.co/lwJZszIFY7
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RT @FirstHillcap: RS down tremendously on FY25 earnings report.
I thought it was a good report, we have good guidance and wouldn’t be surprised if they instated a buyback https://t.co/lwJZszIFY7
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Michael Fritzell (Asian Century Stocks)
RT @John_Hempton: Anyone got a good list of stocks that have fallen hard on AI scares? I have looked at a few - some of which I think the scare is real - some of which the scare seems far fetched.
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RT @John_Hempton: Anyone got a good list of stocks that have fallen hard on AI scares? I have looked at a few - some of which I think the scare is real - some of which the scare seems far fetched.
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Michael Fritzell (Asian Century Stocks)
RT @phil_hk: Like @gloomboomdoom has highlighted, Bangkok Bank looks really attractive here at 0.5 P/B. It also has exposure to Indonesia through Bank Permata. Indonesian banks usually trade at much higher multiples. I also like Land and Houses as a property play.
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RT @phil_hk: Like @gloomboomdoom has highlighted, Bangkok Bank looks really attractive here at 0.5 P/B. It also has exposure to Indonesia through Bank Permata. Indonesian banks usually trade at much higher multiples. I also like Land and Houses as a property play.
While everyone continues to be bearish on Thailand, the index quietly bottomed in mid-2025. Marc Faber called it, almost perfectly. https://t.co/TfCZRnhSG7 tweet
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Illiquid
Toilets still making the news.
The UK-based fund sent a letter to Toto’s board last week calling for more disclosure about its advanced ceramics segment, according to documents obtained by Bloomberg. The segment produces electrostatic chucks used in NAND manufacturing, and Palliser views the toilet maker as “the most undervalued and overlooked AI memory beneficiary,” the documents show.
Palliser, which is currently among Toto’s top-20 shareholders, believes the company can unlock a further 55% upside on its share price by increasing awareness of its chip materials segment and boosting capital efficiency, according to the documents.
https://t.co/oYyx7YDg8Y
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Toilets still making the news.
The UK-based fund sent a letter to Toto’s board last week calling for more disclosure about its advanced ceramics segment, according to documents obtained by Bloomberg. The segment produces electrostatic chucks used in NAND manufacturing, and Palliser views the toilet maker as “the most undervalued and overlooked AI memory beneficiary,” the documents show.
Palliser, which is currently among Toto’s top-20 shareholders, believes the company can unlock a further 55% upside on its share price by increasing awareness of its chip materials segment and boosting capital efficiency, according to the documents.
https://t.co/oYyx7YDg8Y
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Michael Fritzell (Asian Century Stocks)
RT @JamieHalse: Japan’s nuclear reactors continue to come back online.
This is a major positive for consumers, businesses, and the environment, as it increases the supply of cheap energy, and reduces reliance on expensive imported fossil fuels.
This dynamic should also support the Yen as it improves the trade balance, and should help counter domestic inflation.
In an era of growing energy demand as AI data centres are built out, a steady supply of low cost energy is crucial.
Nuclear energy has a low marginal cost of production. The issue with it is it’s capital intensity.
Unlike many countries, Japan has the capacity already built, it just needs to restart production.
The capital is already deployed, so it is a very inexpensive option to boost the country’s economy.
Enhanced safety precautions following Fukushima are a necessity. And that is why it has been a slow process to bring plants back online.
It is great to see continued progress in that regard.
(Link to full article in the comments)
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RT @JamieHalse: Japan’s nuclear reactors continue to come back online.
This is a major positive for consumers, businesses, and the environment, as it increases the supply of cheap energy, and reduces reliance on expensive imported fossil fuels.
This dynamic should also support the Yen as it improves the trade balance, and should help counter domestic inflation.
In an era of growing energy demand as AI data centres are built out, a steady supply of low cost energy is crucial.
Nuclear energy has a low marginal cost of production. The issue with it is it’s capital intensity.
Unlike many countries, Japan has the capacity already built, it just needs to restart production.
The capital is already deployed, so it is a very inexpensive option to boost the country’s economy.
Enhanced safety precautions following Fukushima are a necessity. And that is why it has been a slow process to bring plants back online.
It is great to see continued progress in that regard.
(Link to full article in the comments)
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Brady Long
RT @paraschopra: Ever wondered why OpenClaw went viral but many other similar projects didn’t?
Well, just look at the number of projects by OpenClaw’s creator.
Virality is a function of number of attempts. It’s so rare and unpredictable that your best bet is to maximize taking shots at it.
Same is true with tweets/videos. You’d see that the fastest growing accounts are those that produce a ton, and not those that keep perfecting a single thing that they hope to go viral.
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RT @paraschopra: Ever wondered why OpenClaw went viral but many other similar projects didn’t?
Well, just look at the number of projects by OpenClaw’s creator.
Virality is a function of number of attempts. It’s so rare and unpredictable that your best bet is to maximize taking shots at it.
Same is true with tweets/videos. You’d see that the fastest growing accounts are those that produce a ton, and not those that keep perfecting a single thing that they hope to go viral.
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The Transcript
RT @TheTranscript_: $IAC CEO: Google Search referrals down 50% over the last 2 years
"Looking at the core sessions, we're down 13% year-over-year on the quarter. The biggest contributor to that is a 50% drop in Google Search referrals over the last two years. This quarter, we also saw a little softness in non-search traffic sources, mainly driven by declines in Google Discover, which is their version of Apple News, which had been a contributor to non-search growth earlier in the year."
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RT @TheTranscript_: $IAC CEO: Google Search referrals down 50% over the last 2 years
"Looking at the core sessions, we're down 13% year-over-year on the quarter. The biggest contributor to that is a 50% drop in Google Search referrals over the last two years. This quarter, we also saw a little softness in non-search traffic sources, mainly driven by declines in Google Discover, which is their version of Apple News, which had been a contributor to non-search growth earlier in the year."
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Michael Fritzell (Asian Century Stocks)
Wow. India came as a surprise
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Wow. India came as a surprise
Countries considered food self sufficient https://t.co/GO8ljpG1Lw tweet
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Michael Fritzell (Asian Century Stocks)
RT @orrdavid: Sharing this idea because it doesn't scale and I cannot buy Thailand. Maybe someone else can use the idea:
$LHFG LH Financial Group Public Company Limited
Taiwanese bank controlled Thai financial co trades for .5 book and 7x earnings. https://t.co/9Tar6RndCs
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RT @orrdavid: Sharing this idea because it doesn't scale and I cannot buy Thailand. Maybe someone else can use the idea:
$LHFG LH Financial Group Public Company Limited
Taiwanese bank controlled Thai financial co trades for .5 book and 7x earnings. https://t.co/9Tar6RndCs
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Michael Fritzell (Asian Century Stocks)
RT @firstadopter: Here's what's going to happen from here:
-Nvidia will report blowout numbers the next several quarters on the NVL72 product supercycle (a step function up in capability with 72 GPUs in one AI server versus 8 GPUs). It will become one of the largest cycles in technology history, akin to the iPhone versus Blackberry. The clear signs are there in the latest quarter with Nvidia posting its first accelerating revenue growth in two years and triple-digit networking segment growth.
-Google TPUs will be less than 10% of the market for the next few years as the major hyperscaler buyers don't want to support a cloud rival (outside of Meta), while Nvidia's software CUDA/developer ecosystem, TSMC allocation and performance advantages remain strong.
-Most search queries will transition to AI chatbots over the next few years.
-ChatGPT will release a much better model trained on NVL72 Blackwell clusters at Microsoft. Sentiment will shift back to ChatGPT.
-ChatGPT will add digital advertising in its consumer product. The first iteration will not be great. The second version will improve. The third version will work great.
-A significant portion of the digital ad market will move to AI chatbots and AI consumer hardware, away from search ads.
-Google will go from 95% search monopolist to a number 2 or number 3 player in the AI chatbot market, which will dramatically lower its margins over the cycle. Serving the search index was a gold mine. That era will end. Timing is difficult. It may take a while, but it will happen.
-All the talk about AGI and superintelligence is a distraction and a side show. AI adoption and AI progress will accelerate through 2026 as Gemini and Claude Opus proved scaling laws are intact.
Enterprises will unleash massive productivity gains using current technology. Cursor will be the precursor (get it?) of the future. It eliminates tedious work with autocomplete, bug fixing, leading to rapid iteration of new ideas for coding. It enables 40% more productivity.
There will be a Cursor for every vertical. Knowledge workers will become vastly more productive as AI models build upon intuitive understanding of what helps them with proprietary custom data and models.
-But don't they lose money now? Compute performance continues to improve and costs will come down. This is inevitable based on history. Today's loss-making features will become enormously profitable in due time.
Curious to hear your thoughts.
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RT @firstadopter: Here's what's going to happen from here:
-Nvidia will report blowout numbers the next several quarters on the NVL72 product supercycle (a step function up in capability with 72 GPUs in one AI server versus 8 GPUs). It will become one of the largest cycles in technology history, akin to the iPhone versus Blackberry. The clear signs are there in the latest quarter with Nvidia posting its first accelerating revenue growth in two years and triple-digit networking segment growth.
-Google TPUs will be less than 10% of the market for the next few years as the major hyperscaler buyers don't want to support a cloud rival (outside of Meta), while Nvidia's software CUDA/developer ecosystem, TSMC allocation and performance advantages remain strong.
-Most search queries will transition to AI chatbots over the next few years.
-ChatGPT will release a much better model trained on NVL72 Blackwell clusters at Microsoft. Sentiment will shift back to ChatGPT.
-ChatGPT will add digital advertising in its consumer product. The first iteration will not be great. The second version will improve. The third version will work great.
-A significant portion of the digital ad market will move to AI chatbots and AI consumer hardware, away from search ads.
-Google will go from 95% search monopolist to a number 2 or number 3 player in the AI chatbot market, which will dramatically lower its margins over the cycle. Serving the search index was a gold mine. That era will end. Timing is difficult. It may take a while, but it will happen.
-All the talk about AGI and superintelligence is a distraction and a side show. AI adoption and AI progress will accelerate through 2026 as Gemini and Claude Opus proved scaling laws are intact.
Enterprises will unleash massive productivity gains using current technology. Cursor will be the precursor (get it?) of the future. It eliminates tedious work with autocomplete, bug fixing, leading to rapid iteration of new ideas for coding. It enables 40% more productivity.
There will be a Cursor for every vertical. Knowledge workers will become vastly more productive as AI models build upon intuitive understanding of what helps them with proprietary custom data and models.
-But don't they lose money now? Compute performance continues to improve and costs will come down. This is inevitable based on history. Today's loss-making features will become enormously profitable in due time.
Curious to hear your thoughts.
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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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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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