Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @forgebitz: "ai is killing saas"
pretty literally if you ask me https://t.co/mhCRnFrd4g
tweet
RT @forgebitz: "ai is killing saas"
pretty literally if you ask me https://t.co/mhCRnFrd4g
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @origoinvest: @DanielSLoeb1 makes a strong case for SK Square currently trading at a 47% discount to a NAV where its primary asset is SK Hynix
3 ways of winning here beyond your typical NAV discount story:
1) DDRAM supercycle
2) Explicit NAV discount reduction targets
3) Compound gains through margin driven buybacks
Haven't been involved but this looks very compelling
$402340.KS $000660.KS
tweet
RT @origoinvest: @DanielSLoeb1 makes a strong case for SK Square currently trading at a 47% discount to a NAV where its primary asset is SK Hynix
3 ways of winning here beyond your typical NAV discount story:
1) DDRAM supercycle
2) Explicit NAV discount reduction targets
3) Compound gains through margin driven buybacks
Haven't been involved but this looks very compelling
$402340.KS $000660.KS
tweet
Michael Fritzell (Asian Century Stocks)
Narrative violation. Maybe relevant for Didi
tweet
Narrative violation. Maybe relevant for Didi
Same. I like Waymo but I never use it anymore. Uber is cheaper, faster, and picks me up anywhere. But I expect eventually I'll switch when Waymo gets better and cheaper. tweet
X (formerly Twitter)
Noah Smith 🐇🇺🇸🇺🇦🇹🇼 (@Noahpinion) on X
Same. I like Waymo but I never use it anymore. Uber is cheaper, faster, and picks me up anywhere. But I expect eventually I'll switch when Waymo gets better and cheaper.
Offshore
Video
Startup Archive
Mark Zuckerberg on the best advice Peter Thiel ever gave him
“Peter was the person who told me this really pithy quote that, ‘In a world that’s changing so quickly, the biggest risk you can take is not taking any risk.’ And I really think that that is true.”
Mark continues:
“Whenever you get yourself into a position where you have to make some big shift in direction or do something, there are always people who are going to point to the downside risks of that decision — and locally they may be right. For any given decision you make, there’s upside and downside. But in aggregate, if you are stagnant and you don’t make those changes, then I think you’re guaranteed to fail and not catch up. So to some degree, I think it’s really right that, over time, the biggest risk you can take is to not take any risks.”
Video source: @ycombinator (2016)
tweet
Mark Zuckerberg on the best advice Peter Thiel ever gave him
“Peter was the person who told me this really pithy quote that, ‘In a world that’s changing so quickly, the biggest risk you can take is not taking any risk.’ And I really think that that is true.”
Mark continues:
“Whenever you get yourself into a position where you have to make some big shift in direction or do something, there are always people who are going to point to the downside risks of that decision — and locally they may be right. For any given decision you make, there’s upside and downside. But in aggregate, if you are stagnant and you don’t make those changes, then I think you’re guaranteed to fail and not catch up. So to some degree, I think it’s really right that, over time, the biggest risk you can take is to not take any risks.”
Video source: @ycombinator (2016)
tweet
Offshore
Video
memenodes
I feel sad for you. He is looking at the fireworks, but you are looking at his phone lol.
tweet
I feel sad for you. He is looking at the fireworks, but you are looking at his phone lol.
I actually feel bad for him https://t.co/eMpjwhp2Uu tweet
Offshore
Photo
memenodes
How to ruin your life:
> Be @memenodes
> Trade leverage for 365 days https://t.co/d5U8Aofm1S
tweet
How to ruin your life:
> Be @memenodes
> Trade leverage for 365 days https://t.co/d5U8Aofm1S
tweet
Offshore
Photo
Lumida Wealth Management
LATAM markets are cranking.
They have outperformed $SPY in the last 1Y.
How do you benefit from it?
Pick the right stocks.
We chose LATAM Airlines. $LTM
It’s the dominant carrier across South America, riding a structural recovery in tourism & business travel.
It flew 87M passengers in 2025 (+8%), has expanding international and premium routes with ~16% operating margins, and $1B+ in FCF.
Yet it trades at ~12x forward earnings.
Read our analysis: https://t.co/aIPxSPfj4h
tweet
LATAM markets are cranking.
They have outperformed $SPY in the last 1Y.
How do you benefit from it?
Pick the right stocks.
We chose LATAM Airlines. $LTM
It’s the dominant carrier across South America, riding a structural recovery in tourism & business travel.
It flew 87M passengers in 2025 (+8%), has expanding international and premium routes with ~16% operating margins, and $1B+ in FCF.
Yet it trades at ~12x forward earnings.
Read our analysis: https://t.co/aIPxSPfj4h
tweet
Offshore
Photo
The Transcript
$ARM CEO: MediaTek expects 15% smartphone unit decline due to memory shortages
"that's pretty consistent with what we've heard from other smartphone and handset providers around what they think the memory supply chain constraints could provide." https://t.co/QBtxPwTSkT
tweet
$ARM CEO: MediaTek expects 15% smartphone unit decline due to memory shortages
"that's pretty consistent with what we've heard from other smartphone and handset providers around what they think the memory supply chain constraints could provide." https://t.co/QBtxPwTSkT
tweet
Offshore
Photo
Bourbon Capital
Stocks to Buy and Hold for the Next Decade
1. $AMZN - Amazon
Amazon’s global fulfillment and last-mile logistics network is nearly impossible to replicate. Years of infrastructure investment have created a moat that supports fast delivery, low unit costs, and unmatched scale.
AWS remains the backbone of global cloud infrastructure, now operating at a $142 billion annual revenue run rate. It offers the broadest functionality, security, and ecosystem in the market, powering the majority of enterprise and government cloud transitions. More than 90% of the top 1,000 customers use Graviton, which delivers up to 40% better price-performance.
Generative AI has already become a multi-billion-dollar growth engine for AWS. Bedrock reached multi-billion-dollar ARR with 60% QoQ spend growth, while Trainium2 is ramping faster than any internal chip in AWS history, offering 30–40% better price-performance than GPUs.
Amazon’s 250+ million Prime members globally create recurring revenue, high retention, and powerful cross-selling leverage across retail, media, and services.
The company’s grocery and quick-commerce expansion continue to scale. Grocery now spans 1,000+ U.S. cities, with a target of 2,300 locations, while Amazon Now tripled Prime shopping frequency in India and is showing strong early results in the U.S. and U.K.
Advertising is another major growth driver. Prime Video ads now reach 315 million viewers across 16 countries, up from 200 million previously. AI tools such as Ads Agent and Creative Agent are improving advertiser ROI and accelerating campaign creation.
Thanks to its unmatched ecosystem, Amazon is widely expected to become the first company to surpass $1 trillion in annual revenue by 2028, underscoring its ability to monetize across multiple industries.
tweet
Stocks to Buy and Hold for the Next Decade
1. $AMZN - Amazon
Amazon’s global fulfillment and last-mile logistics network is nearly impossible to replicate. Years of infrastructure investment have created a moat that supports fast delivery, low unit costs, and unmatched scale.
AWS remains the backbone of global cloud infrastructure, now operating at a $142 billion annual revenue run rate. It offers the broadest functionality, security, and ecosystem in the market, powering the majority of enterprise and government cloud transitions. More than 90% of the top 1,000 customers use Graviton, which delivers up to 40% better price-performance.
Generative AI has already become a multi-billion-dollar growth engine for AWS. Bedrock reached multi-billion-dollar ARR with 60% QoQ spend growth, while Trainium2 is ramping faster than any internal chip in AWS history, offering 30–40% better price-performance than GPUs.
Amazon’s 250+ million Prime members globally create recurring revenue, high retention, and powerful cross-selling leverage across retail, media, and services.
The company’s grocery and quick-commerce expansion continue to scale. Grocery now spans 1,000+ U.S. cities, with a target of 2,300 locations, while Amazon Now tripled Prime shopping frequency in India and is showing strong early results in the U.S. and U.K.
Advertising is another major growth driver. Prime Video ads now reach 315 million viewers across 16 countries, up from 200 million previously. AI tools such as Ads Agent and Creative Agent are improving advertiser ROI and accelerating campaign creation.
Thanks to its unmatched ecosystem, Amazon is widely expected to become the first company to surpass $1 trillion in annual revenue by 2028, underscoring its ability to monetize across multiple industries.
tweet
Offshore
Photo
Benjamin Hernandez😎
Is digital privacy the next casualty of convenience? Growing use of location sharing, facial recognition, and AI tools is raising cybersecurity concerns, but with no immediate, direct impact on listed stocks. https://t.co/NT0yoDrDhJ
tweet
Is digital privacy the next casualty of convenience? Growing use of location sharing, facial recognition, and AI tools is raising cybersecurity concerns, but with no immediate, direct impact on listed stocks. https://t.co/NT0yoDrDhJ
tweet