Michael Fritzell (Asian Century Stocks)
The Pangolin Asia Fund's track record. Smart guys. This is just how tough Southeast Asia has been over the past five years. https://t.co/hykGDaZThZ
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Dimitry Nakhla | Babylon Capital®
It would be nice if analyst price targets led stock prices — but more often, stock prices lead, and price targets follow.

Morgan Stanley today lowered its price target on Amazon $AMZN to $300 down from $315 while maintaining its Overweight rating

Oppenheimer today lowered its price target on Amazon $AMZN to $260 down from $325 while maintaining its Outperform rating

Evercore today lowered its price target on Amazon $AMZN to $285 down from $335 while maintaining its Outperform rating

Piper Sandler today lowered its price target on Amazon $AMZN to $260 down from $300 while maintaining its Overweight rating - Evan
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Michael Fritzell (Asian Century Stocks)
RT @matthew_petti: Today I learned: Anchorage, Alaska is a global air cargo hub not just because of its location in the middle of all these air routes, but also because the cold air actually increases lift and allows planes to take off with more weight. https://t.co/whiCe0xoZu
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Moon Dev
opus 4.6 replay

you may have missed todays opus 4.6 for trading zoom

dont worry you can still get the replay and a ticket for tomorrows zoom

spaces are limited so check if one is available

get access here https://t.co/JbJdIbVuzB

moondev
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Jukan
I’m not very familiar with U.S. securities law, but isn’t it illegal to obtain SA’s memo, short Micron, and then release it to the public to profit from it? I’ve heard the U.S. treats things like this very strictly https://t.co/xDEez6Fglk

SemiAnalysis: We reduce Micron’s $MU share of Nvidia Rubin HBM to zero. We currently do not see indications of Nvidia ordering Micron HBM. We expect Nvidia’s HBM4 supply to consolidate SK Hynix and Samsung at a 70/30 split. - Wall St Engine
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God of Prompt
RT @godofprompt: Claude Opus 4.6 is a monster.

I just used it for:

- automating marketing tasks
- building full websites and apps
- writing viral X threads, LinkedIn posts, and YouTube scripts

And it did all this in minutes.

Here are 10 prompts you can steal to unlock its full potential: https://t.co/bpXZy0CfyK
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Dimitry Nakhla | Babylon Capital®
At the start of 2025, “DeepSeek FUD” led to a significant sell-off in AI related names.

At the start of 2026, “Claude FUD” led to a significant sell-off in SaaS related names.

That said, SaaS companies with the 𝘸𝘦𝘢𝘬𝘦𝘴𝘵 𝘮𝘰𝘢𝘵𝘴 are most vulnerable to real disruption.

Y'all are clowns. Clowns.

The Anthropic legal plugin USES SOFTWARE. It doesn't replace it.

"In fact, the Cowork legal plugin uses Microsoft 365, Jira, Slack, and Box software to accomplish its tasks. No one at Anthropic has replicated any of these applications with ones coded by the company’s Claude Code agent." https://t.co/or7EeyGHFj - tae kim
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Moon Dev
RT @wasss_im: @MoonDevOnYT @DumbMoneyTV This is literally what hedge funds pay teams of analysts to do

Except your bot doesn’t need sleep, coffee breaks, or a Bloomberg terminal

The alpha advantage is real
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God of Prompt
“This is a game-changer!”

What’s the game?
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God of Prompt
“This model can clone this”
“This model can create that”
“This model can ideate that too”

But.. What can YOU do? Focus on that.
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Michael Fritzell (Asian Century Stocks)
Matt McGarry: best ways to monetize:
- Cohorts
- Coaching
- Community
- Commission-based services
- Conferences
- Collaborations

Makes the case that the paid newsletter market is crowded
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AkhenOsiris
He's awesome 😂

A lot of people are asking me: what do I do with stocks dropping so fast?

My answer is, take my course. - Antonio Linares
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Michael Fritzell (Asian Century Stocks)
RT @Birdyword: Just throwing the Penn World Tables to Claude and giving it a smidgen of context about my interests and desires and getting this back. It's never felt so good to be a wordcel https://t.co/BMWQ09GBOW
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