Michael Fritzell (Asian Century Stocks)
RT @govro12: Rarely seen a ~3bagger in 2 month aerospace engine is a good hunting ground will be my next séries of post after video game 🇯🇵 https://t.co/1kRg472yPe
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Michael Fritzell (Asian Century Stocks)
RT @govro12: New post at https://t.co/9xQqIiqhHr - Industry research on video game in Japan perspective on the console wars, + Capcom $9697 Nintendo recent earnings+ KPIs on Sony, Bandai Namco and Square Enix. Japan video game ind. is a fertile ground with solid compounders
🧵
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AkhenOsiris
$AMZN does really really well after 9 day losing streaks https://t.co/PaQYr6hJUZ
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AkhenOsiris
$SNOW

“As Snowflake CEO Sridhar Ramaswamy brings his technical prowess and eye for innovation to bear, partners tell CRN that 2026 will be a year of massive growth and acceleration for their AI business.”
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AkhenOsiris
$DASH Insider Alfred Lin purchased massive $100M worth of shares in late Nov. at prices around $200.

He's down over 20% with this after market move.
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The Transcript
eBay CFO: "Our Q4 results conclude a very strong 2025 for eBay..."

Also: eBay will acquire Depop, a C2C fashion marketplace, from Etsy in an all-cash deal valued at ~$1.2B.

$EBAY: +7% AH
$ETSY: +17% AH https://t.co/Nl5ZgjzRPO
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Fiscal.ai
Booking Holdings Q4 Results

Revenue +16%
Adj. EPS +17%

Room Nights +9%
Gross Bookings +16%
Average Daily Rate +1%

$BKNG +1.7% AH https://t.co/TjoOyRn7uy
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The Transcript
Carvana CEO: "In 2025, Carvana grew 43% Y/Y, delivered record unit economics, and passed significant value back to customers through better selection, faster delivery times, and lower cost"

$CVNA: -23% AH https://t.co/8zPj06f1l8
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The Transcript
$CVNA: -23% AH https://t.co/kNfasMErXn

Carvana CEO: "In 2025, Carvana grew 43% Y/Y, delivered record unit economics, and passed significant value back to customers through better selection, faster delivery times, and lower cost"

$CVNA: -23% AH https://t.co/8zPj06f1l8 - The Transcript
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The Few Bets That Matter
RT @WealthyReadings: $TMDX now makes an unhealthy portion of my portfolio after I trimmed positions over the past few weeks.

Fundamentals are strong.
Valuation is healthy.
Roadmap is clear.
Live data is solid.

Sometimes you have to put more eggs in one basket to make a bigger omelet. https://t.co/4GHhcHukIR

$TMDX, my #1 position, will report earnings on February 24, in 13 days.

I see a revenue floor of ~$157M and hope to hear more about heart & lungs clinical trials which both have received unconditional aproval from the FDA, and about European expansion and opportunity as it should have started H1-26.

$TMDX is an ignored healthcare opportunity with a monster potential, and I expect this to be shown on FY26 guidance.

From my point of view, everything is positive on this name today, and should be after earnings. - The Few Bets That Matter
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The Few Bets That Matter
RT @WealthyReadings: $DUOL was ~$175 when I shared this article with subs.
It’s down ~35% since.

I explained why it was a bad buy then & it still is now.
Despites having a comparable potential to $NFLX.

The same framework could apply to $HIMS, and many other growth names X loves to DCA.

Patience.

https://t.co/o8eurocwwU - The Few Bets That Matter
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