Michael Fritzell (Asian Century Stocks)
RT @vintagemapstore: Climate comparisons between North America and Eurasia https://t.co/UcwaE4cEfj
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App Economy Insights
RT @EconomyApp: $PLTR Palantir Q4 FY25:

• Net dollar retention 139% (+19pp Y/Y).
• Revenue +70% Y/Y to $1.4B ($60M beat).
• Non-GAAP EPS $0.25 ($0.02 beat).

FY26 guidance:
• Revenue +61% Y/Y to ~$7.2B ($0.9B beat).
• Adjusted margin 57% (+7pp Y/Y). https://t.co/FYpg6ReghF
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God of Prompt
ChatGPT's custom instructions feature is insanely powerful.

But 99% of people write garbage instructions.

I tested 200+ custom instruction sets.

These 5 patterns increased output quality by 3.4x: https://t.co/xVEOxr2Gm8
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Jukan
What? Is it already time for OpenAI to start laying off staff? https://t.co/EufyrtcecK

[미국 블라인드 구글 직원의 글 번역]

샘 알트먼의 타운홀 미팅 이후 OpenAI가 인원을 감축했다는 소식을 들었습니다. 심지어 팀 매칭(Team Match)이나 온사이트 면접(Onsite Loop)을 마친 후에도 리크루터로부터 연락이 끊겼다는 분들이 있다고 하네요. 이것이 사실인지, 그리고 이미 오퍼레터에 서명한 사람들에게도 영향이 있을지 궁금합니다. - Damnang2
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Jukan
[Exclusive] NVIDIA to Samsung: Skip HBM4 Qual Tests, ‘Supply First’ Requested

NVIDIA, the undisputed leader in Artificial Intelligence (AI) semiconductors, has reportedly requested that Samsung Electronics accelerate the supply of 6th-generation High Bandwidth Memory (HBM4). Samsung is currently undergoing final quality testing for mass production shipments scheduled for February, yet NVIDIA has requested supply regardless of the test results. Analysts suggest that NVIDIA is racing to secure HBM4 volumes amidst fierce pursuit from competitors like AMD and Google. This move is being evaluated as a shift in the status of Korean memory companies, elevated to the realm of a "Super Supplier" (Super-Eul) riding the wave of a "Memory Super Cycle."

The Peerless Stature of K-Memory
NVIDIA recently requested that Samsung Electronics supply HBM4 even before reliability or quality evaluations are fully finalized. Currently, both Samsung Electronics and SK Hynix are conducting final quality tests for HBM4. It is interpreted that NVIDIA is pushing to bypass detailed testing and expedite supply now that a certain level of quality has been verified.

The positions have flipped in just one generation; previously, Samsung was anxious over whether it would pass NVIDIA’s HBM3E quality tests. NVIDIA plans to integrate HBM4 into its next-generation AI chip, "Rubin."

This shift demonstrates that Korean memory companies have risen to a peerless position in the global AI and semiconductor supply chain. Previously, the initiative in the AI ecosystem was held by NVIDIA, which produces Graphics Processing Units (GPUs), or Big Tech firms operating AI models. However, the situation has changed as AI competition intensifies. Without HBM to back up computational performance, cutting-edge AI accelerators cannot function. As securing HBM directly impacts AI chip launches and data center expansions, Korean memory giants like Samsung and SK Hynix now hold the "bottleneck" of the global AI industry.

According to market research firm Counterpoint Research, SK Hynix and Samsung Electronics are projected to hold 54% and 28% of the global HBM4 market share this year, respectively, combined accounting for over 80%. Kim Dong-won, head of research at KB Securities, noted, "The recent performance of Samsung and SK Hynix mirrors TSMC, which controls the majority of advanced semiconductor production and can raise prices at will. While NVIDIA's GPUs were the essential assets of the AI era, this necessity is now extending to memory."

The general memory shortage caused by firms concentrating on HBM production is also increasing their bargaining power. According to DRAMeXchange, consumer DRAM prices skyrocketed 750% from $1.35 in January last year to $11.5 this past January. NAND flash prices also rose from $2.18 to $9.46 during the same period. Jensen Huang, CEO of NVIDIA, remarked after a dinner with Taiwanese supply chain executives last month, "We will need a tremendous amount of memory this year. Demand is so high that the entire supply chain is likely to face challenges."

K-Semiconductor Earnings Soar
The changing status of memory semiconductors is reflected in the earnings forecasts for Samsung Electronics and SK Hynix. Global investment bank Morgan Stanley projected this year's operating profits for Samsung and SK Hynix at 245 trillion KRW and 179 trillion KRW, respectively. This represents a 4 to 5-fold increase compared to last year's operating profits of 43.6 trillion KRW and 47.2 trillion KRW.

Morgan Stanley stated, "In 2026, both companies entered an unprecedented stage of supply constraints, and this year's entire memory volume is already sold out. Compared to the past, capital efficiency is higher, and a high-margin structure has been established." Professor Kim Jung-ho of KAIST added, "As memory semiconductors gradually transition into customized products, the influence of domestic companies with superior design and production capabilities will grow even further. In the A[...]

I era, memory will come to dominate the industry."
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Brady Long
Grok 4.1 is dangerously good.

But 99% of people are sleeping on what it can actually do.

I’ve used it to build apps, generate content, automate deep research, and more.

Here are 10 ways to use Grok 4.1 that feel like cheating: https://t.co/yuv0eryEDY
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Michael Fritzell (Asian Century Stocks)
China: "Speculation circulated that the VAT for gaming could jump from 6% to as high as 32%"

https://t.co/4qlNM6lwOx
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God of Prompt
RT @godofprompt: 99% of creators who "run out of ideas" actually have thousands of ideas.

They just don't have a system to extract them.

I built a prompt that turns Claude into a content system architect.

Feed it your brain dump. Get a month of content back.

Stealing this from my $199 bundle👇
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Michael Fritzell (Asian Century Stocks)
"Intensification of the squeeze with large tax demands"

How communism was introduced in Shanghai 1949-56 from the perspective of foreign-owned businesses:

- May 1949: Shanghai formally transferred to CCP rule.
- June 1949: Bill Matheson arrested, followed by public humiliation - Michael Fritzell (Asian Century Stocks)
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