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Michael Fritzell (Asian Century Stocks)
If M15X and P4 ramp up in February, then that's got to have an impact on prices, should it not
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If M15X and P4 ramp up in February, then that's got to have an impact on prices, should it not
The increase in DDR5 prices at German retailers has come to an complete halt in recent days. Although many prices were still fluctuating, there was only an average price increase of +0.1% compared to mid-January.
https://t.co/cVLGc32iwW https://t.co/lWipvv4pOX tweet
Jukan
I have no idea what the hell is going on.
My friend’s mom told my friend that there’s this person named “Jukan” who picks semiconductor stocks like a freaking fortune-teller, and that she should just do whatever this person says and invest accordingly.
But like… I almost never tweet in Korean—I pretty much only write in English. So how on earth did she find out about me?
Fortunately, it seems like she doesn’t realize that the real-life me is that “Jukan” person… but still, I’m super embarrassed.
I’ve said so many stupid things here so many times… Doesn’t that mean she saw all of that?
This is really awkward…
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I have no idea what the hell is going on.
My friend’s mom told my friend that there’s this person named “Jukan” who picks semiconductor stocks like a freaking fortune-teller, and that she should just do whatever this person says and invest accordingly.
But like… I almost never tweet in Korean—I pretty much only write in English. So how on earth did she find out about me?
Fortunately, it seems like she doesn’t realize that the real-life me is that “Jukan” person… but still, I’m super embarrassed.
I’ve said so many stupid things here so many times… Doesn’t that mean she saw all of that?
This is really awkward…
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Michael Fritzell (Asian Century Stocks)
RT @praetoriancap: Praetorian's Q4 2025 Investor Letter is here:
https://t.co/Jdkm9uWkOG
Follow us @praetoriancap for more updates. https://t.co/fcWwAIpTxi
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RT @praetoriancap: Praetorian's Q4 2025 Investor Letter is here:
https://t.co/Jdkm9uWkOG
Follow us @praetoriancap for more updates. https://t.co/fcWwAIpTxi
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App Economy Insights
RT @EconomyApp: $GOOG Alphabet Q4 FY25:
• Revenue +18% Y/Y to $113.8B ($2.3B beat).
• Operating margin 32% (-1pp Y/Y).
• EPS $2.82 ($0.18 beat).
☁️ Google Cloud:
• Revenue +48% Y/Y to $17.7B.
• Operating margin 30% (+13pp Y/Y).
▶️ YouTube ads +9% to $11.4B. https://t.co/sZ1VUMGzAd
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RT @EconomyApp: $GOOG Alphabet Q4 FY25:
• Revenue +18% Y/Y to $113.8B ($2.3B beat).
• Operating margin 32% (-1pp Y/Y).
• EPS $2.82 ($0.18 beat).
☁️ Google Cloud:
• Revenue +48% Y/Y to $17.7B.
• Operating margin 30% (+13pp Y/Y).
▶️ YouTube ads +9% to $11.4B. https://t.co/sZ1VUMGzAd
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Jukan
Suddenly a bunch of people are sliding into my DMs asking about this, but honestly, there’s no need to worry too much.
HP and Dell have already repeatedly told their sell-side partners in meetings that they’re going to use Chinese-made memory in their “consumer-grade” products. This isn’t some secret—anyone who’s supposed to know already knows.
As long as it doesn’t go into AI servers, it’s perfectly fine.
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Suddenly a bunch of people are sliding into my DMs asking about this, but honestly, there’s no need to worry too much.
HP and Dell have already repeatedly told their sell-side partners in meetings that they’re going to use Chinese-made memory in their “consumer-grade” products. This isn’t some secret—anyone who’s supposed to know already knows.
As long as it doesn’t go into AI servers, it’s perfectly fine.
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Michael Fritzell (Asian Century Stocks)
I like this one... no idea why they get all the contracts, but they'll benefit from the Long Thanh Airport opening in 2026. Phillip Securities offers access to Vietnam.
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I like this one... no idea why they get all the contracts, but they'll benefit from the Long Thanh Airport opening in 2026. Phillip Securities offers access to Vietnam.
We initiate coverage of Taseco Air Services (AST VN), a non-aviation services provider (pureplay on tourism in Vietnam) trading at <11x PE, with a 48% ROCE and >6% dividend yield. https://t.co/KpaRdgbQUn tweet
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Jukan
"On top of that, we know that the vast majority of the new capacity will be prioritized to Chinese companies like Huawei and Lenovo, which would leave not much of the capacity for the rest of us."
Even if Dell and HP wanted to use Chinese-made memory, I’m skeptical they’d be able to secure enough supply.
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"On top of that, we know that the vast majority of the new capacity will be prioritized to Chinese companies like Huawei and Lenovo, which would leave not much of the capacity for the rest of us."
Even if Dell and HP wanted to use Chinese-made memory, I’m skeptical they’d be able to secure enough supply.
Suddenly a bunch of people are sliding into my DMs asking about this, but honestly, there’s no need to worry too much.
HP and Dell have already repeatedly told their sell-side partners in meetings that they’re going to use Chinese-made memory in their “consumer-grade” products. This isn’t some secret—anyone who’s supposed to know already knows.
As long as it doesn’t go into AI servers, it’s perfectly fine. tweet