Offshore
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Jukan
"A real trader should've seen Takaichi's landslide victory coming from a mile away and already had Nikkei longs loaded up in the portfolio, bro." https://t.co/nKvyBbFNqn
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The Transcript
$INTC CEO on the key constraint:

"I think, for a lot of my customer is memory. Memory, actually, there's no relief as far as I know, when I talk to only 3 key players, 2 of them I talked to very frequently. And then they told me that Lip-Bu, there's no relief until 2028"
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Offshore
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Brady Long
RT @thisdudelikesAI: Love the remastering of the classic 1984 vibe but with robots marching through tubes instead of humans. Pretty sick tbh.

The real mind-blower tho is that AITOPIA’s SuperAgent generated the whole video and most of their store is AI-made already.

2026 AI Remastered
On February 24, 2026
AITOPIA will introduce AI App Store and a new AI economy: AIconomy
And you’ll see why 2026 won’t be like “2026.”

~84% of our AI App Store is created by AI
~100% of this video is created by AITOPIA SuperAgent

❤️🍎 🏈 https://t.co/yzfKL064Jr
- AITOPIA
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Offshore
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Michael Fritzell (Asian Century Stocks)
Japan really is a two-tier market… I feel more comfortable with the growth index at this point

LOL, no love for Growth Index even as Nikkei surges. In fact all of my stocks gapped up and reversed all gains. https://t.co/V9CzqdZVe8
- .
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Offshore
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Jukan
I would like to express my gratitude to Prime Minister Takaichi. https://t.co/96GtQV6EmZ
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God of Prompt
RT @godofprompt: Do you really need a Claude Max subscription?

yes yes yes yes
yesyes yes yes yes
yes yes yes yes yes
yes yesyes yes yes
yes yesye yes yes
yes yes yes yes
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Offshore
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God of Prompt
RT @godofprompt: Stop telling LLMs like Claude and ChatGPT what to do.

Start asking them questions instead.

I replaced all my instruction prompts with question prompts.

Output quality: 6.2/10 → 9.1/10

This is called "Socratic prompting" and here's how it works: https://t.co/UWgQXYHS0D
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Offshore
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Michael Fritzell (Asian Century Stocks)
Now that SaaS is out of fashion, perhaps I'll finally be able to buy Smaregi 4431 JP at a reasonable price https://t.co/gXStYPqGD0
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Michael Fritzell (Asian Century Stocks)
RT @atelicinvest: It's really simple, really.

All you really need to do is:
- get a clear understanding of LLM capabilities today
- make a correct bet on where that is heading within the next 1-3 years
- make a correct bet on customer behaviour / demand pattern
- make a correct bet on competitive behaviour - both existing and new
- make a correct bet on how well the management will handle the transition
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Offshore
Video
Illiquid
Don’t own enough of Japan. Even the umami company is on fire. https://t.co/scDrwp9h62
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @capitalemployed: If you have access to Thai stocks then this is an interesting idea - Carabao $CBG.BK 🇹🇭

New deep-dive on the website: on energy drink maker Carabao (CBG TB):
- Forward P/E 12x
- 70% decline in the share price since 2021
- Founder bought 1.25 million shares in June 2025 https://t.co/ej0ZGQ92jY
- Michael Fritzell (Asian Century Stocks)
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