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Michael Fritzell (Asian Century Stocks)
February 2026. Has anyone gone over the supply & demand month by month? https://t.co/yCiJ8sqloA
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February 2026. Has anyone gone over the supply & demand month by month? https://t.co/yCiJ8sqloA
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Offshore
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memenodes
When that alarm rings in the morning and you have to go to the job you prayed for https://t.co/UTF5Tm7DAK
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When that alarm rings in the morning and you have to go to the job you prayed for https://t.co/UTF5Tm7DAK
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Jukan
The advice I’m giving you is this: if you want to fully ride the memory super cycle, buy companies that actually manufacture memory. Not IP companies like Rambus.
This fucking company crashes every single time they announce earnings. https://t.co/QhOVVYnk5U
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The advice I’m giving you is this: if you want to fully ride the memory super cycle, buy companies that actually manufacture memory. Not IP companies like Rambus.
This fucking company crashes every single time they announce earnings. https://t.co/QhOVVYnk5U
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Michael Fritzell (Asian Century Stocks)
RT @bcaresearch: How worried are you about a disorderly unwind of the yen carry trade over the next 6 months?
- High risk
- Moderate risk
- Low risk
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RT @bcaresearch: How worried are you about a disorderly unwind of the yen carry trade over the next 6 months?
- High risk
- Moderate risk
- Low risk
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The Few Bets That Matter
RT @WealthyReadings: The 2026 contrarian trade.
Selling tech - $NBIS $PATH $ALAB $GOOG $ASML
Selling risk - $BTC $ETH $MSFT $PLTR
Buying defensives - $NVO $NTR $DAR
Buying international - $BABA $MELI
And still outperforming?
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RT @WealthyReadings: The 2026 contrarian trade.
Selling tech - $NBIS $PATH $ALAB $GOOG $ASML
Selling risk - $BTC $ETH $MSFT $PLTR
Buying defensives - $NVO $NTR $DAR
Buying international - $BABA $MELI
And still outperforming?
https://t.co/TVqbdhKTn4 tweet
X (formerly Twitter)
The Few Bets That Matter (@WealthyReadings) on X
Selling Risks, Buying Defensives - The Contratian Trade
Michael Fritzell (Asian Century Stocks)
RT @SenDanSullivan: Taiwan’s legislature adjourned last week without passing the budget necessary for Taiwan to defend itself. Meantime, the leadership of the opposition party responsible for this, the KMT, is in Beijing meeting with the CCP and planning bigger engagements. It doesn’t take a genius to figure out what’s going on here. I’ve warned before - short changing Taiwan’s defense to kowtow to the CCP is playing with fire.
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RT @SenDanSullivan: Taiwan’s legislature adjourned last week without passing the budget necessary for Taiwan to defend itself. Meantime, the leadership of the opposition party responsible for this, the KMT, is in Beijing meeting with the CCP and planning bigger engagements. It doesn’t take a genius to figure out what’s going on here. I’ve warned before - short changing Taiwan’s defense to kowtow to the CCP is playing with fire.
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Offshore
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Michael Fritzell (Asian Century Stocks)
What's fascinating about Aspirasi Hidup ACES IJ is that they chose to shut down their partnership with Ace Hardware themselves.
So why did they rebrand?
- 70-80% of sales came from private label
- Almost zero from Ace Hardware
- 4% royalty fee
- Mandated store expansion https://t.co/ypbv1gTMdG
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What's fascinating about Aspirasi Hidup ACES IJ is that they chose to shut down their partnership with Ace Hardware themselves.
So why did they rebrand?
- 70-80% of sales came from private label
- Almost zero from Ace Hardware
- 4% royalty fee
- Mandated store expansion https://t.co/ypbv1gTMdG
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Michael Fritzell (Asian Century Stocks)
Casio has epic quality control. If only they could improve their design / software.
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Casio has epic quality control. If only they could improve their design / software.
A $5 Casio watch goes hundreds of feet underwater and works fine.
A $2,000 iPhone touches a drop of water and gets completely fried. tweet
X (formerly Twitter)
jacob Wolinsky (@JacobWolinsky) on X
A $5 Casio watch goes hundreds of feet underwater and works fine.
A $2,000 iPhone touches a drop of water and gets completely fried.
A $2,000 iPhone touches a drop of water and gets completely fried.
Offshore
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Michael Fritzell (Asian Century Stocks)
The Hong Kong GEM Index: "Smaller, high-growth, or emerging companies"
Let's see if you can spot the trend... https://t.co/vnrHOSiNvb
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The Hong Kong GEM Index: "Smaller, high-growth, or emerging companies"
Let's see if you can spot the trend... https://t.co/vnrHOSiNvb
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Offshore
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The Transcript
RT @TheTranscript_: $MA Mastercard CEO: "My headline for you today, we continue to deliver and 2025 was another very strong year..We delivered strong performance in 2025 with full year net revenue growth of 21% or 18% excluding acquisitions year-over-year on a currency-neutral basis. This growth was broad-based with consistently strong growth across regions and product groups"
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RT @TheTranscript_: $MA Mastercard CEO: "My headline for you today, we continue to deliver and 2025 was another very strong year..We delivered strong performance in 2025 with full year net revenue growth of 21% or 18% excluding acquisitions year-over-year on a currency-neutral basis. This growth was broad-based with consistently strong growth across regions and product groups"
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Michael Fritzell (Asian Century Stocks)
Website traffic to Heineken's dot com website https://t.co/OcUFwfzLpd
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Website traffic to Heineken's dot com website https://t.co/OcUFwfzLpd
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @0xDiplomat: Pretty incredible chart if you take all the regional small cap indices and compare to EM small caps etc... - essentially all the growth has come from Taiwan and to a much lesser extent Korea. TLDR: if it hadn't been for the Apple supply chain/semis then Asian small caps have all been a disaster over the last decade plus
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RT @0xDiplomat: Pretty incredible chart if you take all the regional small cap indices and compare to EM small caps etc... - essentially all the growth has come from Taiwan and to a much lesser extent Korea. TLDR: if it hadn't been for the Apple supply chain/semis then Asian small caps have all been a disaster over the last decade plus
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