Chips & SaaS
RT @harukaze5719: (ISSCC 2026) MediaTek CEO: The era of AI chips working alone is over! "System-level co-optimization" becomes the key.
https://t.co/rFjD9E1emS
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Chips & SaaS
RT @SKundojjala: Analog Devices QJan26
- Revenue up 3% q/q and 30% y/y to $3.16B at 71.2% GM; 2Q guidance ($3.5B) implies 11% sequential growth
- All end markets up y/y for 4 straight quarters
- DC and ATE combined now 20% of total ($2B+ run rate) with double-digit growth expected (TI's exit quarterly DC rev run-rate $450M)
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The Transcript
RT @TheTranscript_: $ABNB CEO: Capital-light model enables accelerating growth without heavy AI CapEx burden.

“We expect revenue growth to accelerate to at least low double digits in 2026… And we'll do all of this without investing billions or tens of billions of dollars. We don't need massive capital investment to grow...We do not have a huge CapEx cost base. So our investment in AI will not affect the P&L. I don't think you'll see it in the P&L."
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anon
RT @stevehou: Hitachi Construction Machinery (6305 JT) has gone vertical as Japanese (and global) mining demand enters an inflection (from - to +).

Interesting signal for those that follow and consistent with what I’ve been discussing since my 2026 outlook and recent posts on heavy industry. https://t.co/e59wq8PfeQ
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Bourbon Capital
$AMZN one of the greatest businesses on earth still on sale https://t.co/mqAx1JGEmL
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The Transcript
Etsy CFO: "We ended the year with solid results, in-line with or better than our expectations...We saw stabilization and some improvement in our key customer metrics, including moderation in active buyer declines."

$ETSY: +21% Pre-Market https://t.co/d2RGSIQtKp
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Michael Fritzell (Asian Century Stocks)
This is great stuff. Worth a follow #FF

Buying :

Asset Value Investors Limited — SAXA, Inc. (TSE:6675) from 0.00% → 5.03%

Asset Value Investors Limited — Sharingtechnology, Inc. (TSE:3989) from 23.27% → 26.05%

Will Field Capital — Qol Holdings Co., Ltd. (TSE:3034) from 13.89% → 14.97%

Old Peak Group — Nakano Corporation (TSE:1827) from 6.11% → 7.12%

Old Peak Group — Akatsuki Corp. (TSE:8737) from 10.89% → 11.91%

Selling :

Brandes Investment Partners — Komori Corporation (TSE:6349) from 9.03% → 7.78%

Goodhart Partners — Sinko Industries Ltd. (TSE:6458) from 6.93% → 5.77% - Value Trapped 🇸🇬
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Moon Dev
I’m the only one doing anything productive with openclaws

I’ve got 5 of them here cooking all day https://t.co/yUoiF6LRZK
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The Transcript
The sign for AGI is when these two actually join hands: 😅 https://t.co/uPWdQAWJpJ
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Michael Fritzell (Asian Century Stocks)
RT @gvancomp: Quintessential reading provided by the one, the only @MichaelMcGaughy 🙏🏻 https://t.co/G9S0QUuM53
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