Offshore
Video
Michael Fritzell (Asian Century Stocks)
https://t.co/PCUaPMVE9G
tweet
https://t.co/PCUaPMVE9G
@chitchatstocks E-Ink 8069 tweet
AkhenOsiris
Smelling a software rally with @dalibali2 posting so much... man's trying to will it into existence
tweet
Smelling a software rally with @dalibali2 posting so much... man's trying to will it into existence
tweet
Offshore
Video
memenodes
Jensen Huang when the market needs saving
https://t.co/xLEOzbmlsx
tweet
Jensen Huang when the market needs saving
https://t.co/xLEOzbmlsx
JUST IN: Nvidia CEO says he’s preparing new chips "the world has never seen before" tweet
Offshore
Video
memenodes
Rare footage of the Black Khan of Mongolia making his first visit to the Ottoman Empire in the year 1440. https://t.co/eipakJhDJ4
tweet
Rare footage of the Black Khan of Mongolia making his first visit to the Ottoman Empire in the year 1440. https://t.co/eipakJhDJ4
tweet
Jukan
"Adapting to a backside power delivery process requires fundamentally redesigning the power routing architecture, which is not a simple port but something closer to a full IP redevelopment."
💯💯
tweet
"Adapting to a backside power delivery process requires fundamentally redesigning the power routing architecture, which is not a simple port but something closer to a full IP redevelopment."
💯💯
https://t.co/DM9rhrQ6ua tweet
X (formerly Twitter)
Damnang2 (@damnang2) on X
Intel Foundry: A Last Chance
Offshore
Video
memenodes
me when i accidentally make fake scenarios in my head and hurt my feelings https://t.co/DHyYBZvtp8
tweet
me when i accidentally make fake scenarios in my head and hurt my feelings https://t.co/DHyYBZvtp8
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Offshore
Photo
anon
Optical transceivers/adapters at Suncall growing 60%+ top line with electronics segment margin at 34%. This segment includes legay HDD suspensions (winding down) and printer components, so steady-state of optical alone may be higher. Trades at about 5.5x ev/ebit 1.2x tbv. https://t.co/JjoSvhkbZ5
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Optical transceivers/adapters at Suncall growing 60%+ top line with electronics segment margin at 34%. This segment includes legay HDD suspensions (winding down) and printer components, so steady-state of optical alone may be higher. Trades at about 5.5x ev/ebit 1.2x tbv. https://t.co/JjoSvhkbZ5
tweet
Offshore
Photo
anon
Wow, Hikari Tsuhin raising 500 billion yen in new fund structure with Rheos, where LPs/Pensions get exposure only to dividends of Hikari's portfolio (Hikari takes the full beta volatility hit, with cap gains or losses). This is hugely positive for small caps! 500bn yen!
tweet
Wow, Hikari Tsuhin raising 500 billion yen in new fund structure with Rheos, where LPs/Pensions get exposure only to dividends of Hikari's portfolio (Hikari takes the full beta volatility hit, with cap gains or losses). This is hugely positive for small caps! 500bn yen!
光通信とレオスの新しい取り組み。株価変動リスクを取らず配当収入だけほしい年金の資金を狙ってる。こういうファンドの作り方もあるのか。
・光通信は配当収入を放棄してキャピタルゲインだけを得る
・レオスのファンドは配当収入だけ受け取って株価変動リスクはない
https://t.co/rs11nivDLI tweet
The Transcript
RT @TheTranscript_: $LYFT CEO: Lyft Ads scaled from concept to $100M exit run-rate in just two years.
“Lyft Ads, 2 years ago, when we were doing Investor Day, it was an idea. It was an early concept. Now we've done exactly what we said we wanted to do, which is reach $100 million run rate exit rate from Q4.”
tweet
RT @TheTranscript_: $LYFT CEO: Lyft Ads scaled from concept to $100M exit run-rate in just two years.
“Lyft Ads, 2 years ago, when we were doing Investor Day, it was an idea. It was an early concept. Now we've done exactly what we said we wanted to do, which is reach $100 million run rate exit rate from Q4.”
tweet