Michael Fritzell (Asian Century Stocks)
Weak study. Nobody expects insider purchases to play out within 30 days after the announcement?

https://t.co/VNttW4VUlQ https://t.co/9X3fgFUHKM
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Jukan
What the hell kind of legendary trade was THAT supposed to be? https://t.co/SiK2QtKXZc
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Jukan
Yeah, that was truly a legendary trade. https://t.co/EJnyEvqSMU
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Michael Fritzell (Asian Century Stocks)
Recent write-ups on Asian Century Stocks

Click to see the full list: https://t.co/FmCgd1HmEy https://t.co/nofJvCdsyD
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Michael Fritzell (Asian Century Stocks)
Narrative violation? 🤔 https://t.co/SXMSyDCUs9
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Michael Fritzell (Asian Century Stocks)
So, an x% efficiency gain in coding, but potential for tech debt for those aren't careful?

Talking to CTOs, there is a worry that junior engineers are producing so much tech debt with AI, they'd rather them code by hand and learn. Junior engs don't know what "good" looks like. Personally, I'm reviewing every line and throw away ~35% of AI code. - ARENA MAN CAPITAL
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Michael Fritzell (Asian Century Stocks)
The international market is still small for Nong Shim, but they're building a new export-dedicated plant in Busan expected to complete in the second half of 2026 https://t.co/xWRYsiFDHJ
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Michael Fritzell (Asian Century Stocks)
"If your core value proposition can be replicated by an LLM with 90% of the quality at 1% of the cost, and you provide a probabilistic product, you don’t have a sound business model anymore"

https://t.co/y3PBes3zfC
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Michael Fritzell (Asian Century Stocks)
Probabilistic point solutions (most affected by AI):
- Project management
- Marketing automation
- Workflow tools
- Content generation
- Seat-based models

Deterministic systems of record (least affected):
- Accounting software
- Vertical SaaS eg logistics, insurance systems
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Michael Fritzell (Asian Century Stocks)
RT @Aimuso: Which intern vibecoded a release at Substack? https://t.co/BO0QXfPp8c
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