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Michael Fritzell (Asian Century Stocks)
Here are the LTM EPS for The Hour Glass. The turn came in March 2025, just when the WatchCharts Rolex index bottomed. Coincidence? https://t.co/1dQwTByVBg
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Here are the LTM EPS for The Hour Glass. The turn came in March 2025, just when the WatchCharts Rolex index bottomed. Coincidence? https://t.co/1dQwTByVBg
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Michael Fritzell (Asian Century Stocks)
RT @Similarweb: Ranking of leading Gen AI websites in the list of top-visited sites, January 2026:
#5 ChatGPT (no change from December)
#16 Gemini (+3)
#98 Grok (+20)
#109 DeepSeek (-17)
#162 Claude (+27)
#195 Perplexity (-13)
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RT @Similarweb: Ranking of leading Gen AI websites in the list of top-visited sites, January 2026:
#5 ChatGPT (no change from December)
#16 Gemini (+3)
#98 Grok (+20)
#109 DeepSeek (-17)
#162 Claude (+27)
#195 Perplexity (-13)
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Jukan
Anyway, just wait and see. There’s a rumor going around that NVIDIA lowered the required speed specs for HBM4 because even with Samsung alone, they probably can’t meet the full volume NVIDIA needs. Who knows? Maybe Micron could sneak in and supply some HBM4 through this gap. (But personally, I still think SK Hynix is the one who’s gonna supply it lol)
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Anyway, just wait and see. There’s a rumor going around that NVIDIA lowered the required speed specs for HBM4 because even with Samsung alone, they probably can’t meet the full volume NVIDIA needs. Who knows? Maybe Micron could sneak in and supply some HBM4 through this gap. (But personally, I still think SK Hynix is the one who’s gonna supply it lol)
You guys are seriously hilarious. When I only brought Samsung and Hynix news, you all complained asking why there’s no Micron news. But now that I actually bring Micron news, everyone’s losing their minds and flipping out. tweet
X (formerly Twitter)
Jukan (@jukan05) on X
You guys are seriously hilarious. When I only brought Samsung and Hynix news, you all complained asking why there’s no Micron news. But now that I actually bring Micron news, everyone’s losing their minds and flipping out.
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @AstutexAi: Analog Renaissance is a major trend, and watches are just the tip of the iceberg. Offline is the new luxury. Hobby Lobby and Michaels consistently hit Placer 100 top spots. As we enter the "AI slop" age, people are cutting social media - and minor bans are a logical next step. Nitin already picked some of ideas that fit well - Hobonichi 3560.T Tonies $TNIE MTG $HAS, few others are Games Workshop $GAW Fujifilm 4901.T Scholastic $SCHL, Asmodee $ASMDEEb Mattel $MAT Kokuyo Co. 7984.T
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RT @AstutexAi: Analog Renaissance is a major trend, and watches are just the tip of the iceberg. Offline is the new luxury. Hobby Lobby and Michaels consistently hit Placer 100 top spots. As we enter the "AI slop" age, people are cutting social media - and minor bans are a logical next step. Nitin already picked some of ideas that fit well - Hobonichi 3560.T Tonies $TNIE MTG $HAS, few others are Games Workshop $GAW Fujifilm 4901.T Scholastic $SCHL, Asmodee $ASMDEEb Mattel $MAT Kokuyo Co. 7984.T
The brand-velocity is undeniable. We’re seeing a persistent shift in consumer heat on StockX and $ZUMZ coupled with a major spike in Reddit mentions. Market is still lagging the social inflection here. Still very early to this trade. Citizen ($7762.T) and Seiko ($8050.T) also looking strong but Casio offers the best risk/reward IMO. tweet
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Michael Fritzell (Asian Century Stocks)
RT @TheStalwart: "A Bloomberg gauge of global consumer electronics makers is down 10% since the end of September while a basket of memory makers including Samsung Electronics Co. has surged roughly 160%." https://t.co/PUdhlmu8yI
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RT @TheStalwart: "A Bloomberg gauge of global consumer electronics makers is down 10% since the end of September while a basket of memory makers including Samsung Electronics Co. has surged roughly 160%." https://t.co/PUdhlmu8yI
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Offshore
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @michaelxpettis: When you do most of your shopping at airports, that's a sign that you travel way too much, but I have to say that a bookshop in the international terminal of the Jakarta airport has one of the best selections of books on finance, economics and economic history I have ever seen in any airport. I believe this is a picture of the bookshop I went to yesterday.
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RT @michaelxpettis: When you do most of your shopping at airports, that's a sign that you travel way too much, but I have to say that a bookshop in the international terminal of the Jakarta airport has one of the best selections of books on finance, economics and economic history I have ever seen in any airport. I believe this is a picture of the bookshop I went to yesterday.
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God of Prompt
RT @godofprompt: RIP "act as an expert" and basic prompting.
A former OpenAI engineer just exposed "Prompt Contract" - the internal technique that makes LLMs actually obey you.
Works on ChatGPT, Claude, Gemini, everything.
Here's how to use it right now: https://t.co/6ZDCFs5JvK
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RT @godofprompt: RIP "act as an expert" and basic prompting.
A former OpenAI engineer just exposed "Prompt Contract" - the internal technique that makes LLMs actually obey you.
Works on ChatGPT, Claude, Gemini, everything.
Here's how to use it right now: https://t.co/6ZDCFs5JvK
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