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Moon Dev
clawbot for trading
today we are diving into clawbot for trading
you do not want to miss this private zoom call
see if there are a couple tickets left for you
if not im sorry
join here https://t.co/JbJdIbW2p9
moon dev
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clawbot for trading
today we are diving into clawbot for trading
you do not want to miss this private zoom call
see if there are a couple tickets left for you
if not im sorry
join here https://t.co/JbJdIbW2p9
moon dev
tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @evfcfaddict: To contribute something more positive, @david_katunaric dropped another writeup and with every single 1 it becomes more clear that he is the answer if you ask me for the best paid service for stock pickers. This is Andy with the future 🐐 (we need to make a better pic soon bro) https://t.co/NtzTjLtzWO
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RT @evfcfaddict: To contribute something more positive, @david_katunaric dropped another writeup and with every single 1 it becomes more clear that he is the answer if you ask me for the best paid service for stock pickers. This is Andy with the future 🐐 (we need to make a better pic soon bro) https://t.co/NtzTjLtzWO
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God of Prompt
RT @godofprompt: I built a prompt that turns years of ChatGPT/Claude conversations into a searchable knowledge base for your @openclaw bot.
Upload your ZIP exports → Get atomic notes, knowledge graph, decision log, prompt library, and pattern analysis.
Steal it 👇 https://t.co/t9wlQda3jl
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RT @godofprompt: I built a prompt that turns years of ChatGPT/Claude conversations into a searchable knowledge base for your @openclaw bot.
Upload your ZIP exports → Get atomic notes, knowledge graph, decision log, prompt library, and pattern analysis.
Steal it 👇 https://t.co/t9wlQda3jl
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Michael Fritzell (Asian Century Stocks)
RT @smartkarma: 🚨BREAKING: INDONESIAN STOCKS SLUMP 4.5% ON COMMODITY, METAL PRICE DROP https://t.co/HeyH5dHsvI
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RT @smartkarma: 🚨BREAKING: INDONESIAN STOCKS SLUMP 4.5% ON COMMODITY, METAL PRICE DROP https://t.co/HeyH5dHsvI
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Michael Fritzell (Asian Century Stocks)
Now I know why this Baiguan guy and Moatless Capital went berserk last week: they didn't like that I'm bearish Pop Mart. Alright, stay long then
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Now I know why this Baiguan guy and Moatless Capital went berserk last week: they didn't like that I'm bearish Pop Mart. Alright, stay long then
Let’s time stamp this https://t.co/MhX3j7jtBS tweet
Michael Fritzell (Asian Century Stocks)
"BYD's vehicle sales dropped by 30.1% in January year-on-year as the Chinese electric vehicle maker navigates external uncertainties and tough competition at home."
Not saying I'm bearish BYD... just thinks the story is more complex than just up-up-up to the right
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"BYD's vehicle sales dropped by 30.1% in January year-on-year as the Chinese electric vehicle maker navigates external uncertainties and tough competition at home."
Not saying I'm bearish BYD... just thinks the story is more complex than just up-up-up to the right
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Michael Fritzell (Asian Century Stocks)
How hard is it to discuss facts, without defaulting to:
- Ad hominem ("this guy's an idiot!")
- Labeling ("you're a China bear!")
- Whataboutism ("yes but you were wrong about this other stock!")
- Strawman ("he blocked me because he can't face the truth!")
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How hard is it to discuss facts, without defaulting to:
- Ad hominem ("this guy's an idiot!")
- Labeling ("you're a China bear!")
- Whataboutism ("yes but you were wrong about this other stock!")
- Strawman ("he blocked me because he can't face the truth!")
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Michael Fritzell (Asian Century Stocks)
RT @DaveTaylorNews: Gold queue Sydney’s Martin Place https://t.co/81KYD7KOLr
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RT @DaveTaylorNews: Gold queue Sydney’s Martin Place https://t.co/81KYD7KOLr
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Michael Fritzell (Asian Century Stocks)
RT @BryanGreenbaum: Very good listen. @verdadcap seems to be spot on here. The Bubble You Can't Exit Dan Rasmussen on the Private Equity Trap https://t.co/REYGEMUZ9y
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RT @BryanGreenbaum: Very good listen. @verdadcap seems to be spot on here. The Bubble You Can't Exit Dan Rasmussen on the Private Equity Trap https://t.co/REYGEMUZ9y
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Jukan
Bank of America forecasts that, due to the sharp rise in DRAM prices, smartphone shipments in 2026 will decline by a high single-digit percentage, while PC shipments will drop by a low double-digit percentage (around 10–13%).
What surprised me when I saw this table was that, contrary to the fear-mongering from many sell-side analysts, even though automotive DRAM prices have risen significantly, vehicle (automotive) shipments are actually expected to show solid growth. (Was I being too pessimistic?)
And… the decline in low-end smartphone shipments seems much more severe than I thought… they’re projecting it could drop by nearly 50%…
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Bank of America forecasts that, due to the sharp rise in DRAM prices, smartphone shipments in 2026 will decline by a high single-digit percentage, while PC shipments will drop by a low double-digit percentage (around 10–13%).
What surprised me when I saw this table was that, contrary to the fear-mongering from many sell-side analysts, even though automotive DRAM prices have risen significantly, vehicle (automotive) shipments are actually expected to show solid growth. (Was I being too pessimistic?)
And… the decline in low-end smartphone shipments seems much more severe than I thought… they’re projecting it could drop by nearly 50%…
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Michael Fritzell (Asian Century Stocks)
Risk of expropriation probably much lower in retail / services. But you’ll still have IDR exposure and Philippine equities are just as cheap.
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Risk of expropriation probably much lower in retail / services. But you’ll still have IDR exposure and Philippine equities are just as cheap.
We shall look for an extended buy list as this is the most interesting market globally tweet
X (formerly Twitter)
Olivier (Emerging Value) (@ReturnsJourney) on X
We shall look for an extended buy list as this is the most interesting market globally