Illiquid
The subcontractor that built the Singapore fab is $1416.hk, a negative EV company that is the preferred subcontractor of all the Japanese (and some Chinese) contractors building fabs and data centers in Singapore.

🤔 While #TSMC’s freshly released 4Q25 sales jumped over 20% YoY, the foundry is reportedly fast-tracking global capacity reshuffles, with mature-node output and tools potentially shifting to affiliate VIS’s Singapore fabs.💡More: https://t.co/JDXekvQfMS 🔗 https://t.co/mTI7RhiRgz - NEWS
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Illiquid
Will never get over the Tokyo stock exchange being closed on the second Monday of January.
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Moon Dev
zoom replay

wow that live was absolutely insane

we covered a ton and built some powerful things together

you can still get the full replay from today plus yesterdays session

get the replay here https://t.co/JbJdIbVuzB

moondev
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Quiver Quantitative
BREAKING: Fed Chair Jerome Powell has said that he is being threatened with criminal charges for refusing to follow President Trump's interest rate demands.
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Illiquid
Massively schizo stock that people have been making 20% on every time it trades below HK$ 1.85 https://t.co/Wuohm86KLL
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Illiquid
$9998.hk announced its $96m contract win to the market last Friday. They actually bother to announce these wins, pay for PR in the national broadsheet, and pay a decent (if still conservative) dividend.

https://t.co/4nG3OhmItr
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Illiquid
Alot of attention on $acmr but the American subsystem companies have been no slouch either. $uctt $ichr $mksi https://t.co/HfuQ39rcc6
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Brady Long
Google launched a vibe coding platform that just wiped out most paid app builders.

You can build AI-powered web apps and use them instantly.

No subscriptions, no fee, no paywall.

Here's how to access it 👇 https://t.co/UaDFx0PwvA
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God of Prompt
RT @godofprompt: R.I.P basic RAG ☠️

Graph-enhanced retrieval is the new king.

OpenAI, Anthropic, and Microsoft engineers don't build RAG systems like everyone else.

They build knowledge graphs first.

Here are 7 ways to use graph RAG instead of vector search: https://t.co/2T9q3IaRPB
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God of Prompt
prompting 101
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Moon Dev
free quant app

today in the live im going to be giving the quant app for free

and doing a walk through of why i think it's useful

so you get the live stream, live chat, the replay, the replay for yesterdays stream, a free api key & quant app free

all for $5

if there is still a ticket left: https://t.co/Aw7dcEw2RV

see you anytime from 7-10est

if you get in before the end, you get everything

moon
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Moon Dev
🚨 free api key & quant app https://t.co/lyiO1LMAbU
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