Michael Fritzell (Asian Century Stocks)
RT @GdiGiulio_: @ClarkSquareCap $FIH Fairfax India at ~80% of reported BV, probably ~50% of a growing FV.
https://t.co/Do6hoBdPV0

Fairfax India $FIH.U $FIH-U.TO is an investment HoldCo focused on Indian public and private businesses (equities and debt). Parent co is Fairfax Financial $FFH, led by Prem Watsa. His son Ben Watsa is chairman of FIH.
📷 - Giovanni Digiulio
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Javier Blas
RT @SStapczynski: Will China's coal production hit another record this year? 🇨🇳🪨

China’s main coal industry body warns that imports may fall if Indonesia moves to restrict shipments

They see production hitting a record 4.86 billion tons in 2026, but could go higher if imports drop sharply https://t.co/bQ4ZqgNzFd
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Michael Fritzell (Asian Century Stocks)
RT @crudechronicle: Another one bites the dust
$VAL and $RIG https://t.co/9Xaj9r24Mp
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Dimitry Nakhla | Babylon Capital®
Ferrari $RACE Q4 2025 Report 🗓️

✅ REV: €1.80B (+4% YoY)
✅ EPS: €2.14 (0% YoY)

💵 Q4 FCF €321M +45% YoY
💵 FY FCF €1.54B +50% YoY https://t.co/g8CjjpeaHK
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Jukan
Morgan Stanley expects 70,000 NVIDIA Rubin racks to ship next year, and models that the KV-cache SSDs and ICMS consumed by these Rubin racks alone will account for 13% of total global NAND demand next year.

$SNDK
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The Transcript
RT @TheTranscript_: Tuesday's earnings

Before Open: $KO $SPOT $DDOG $CVS $BP $RACE $SPGI $HAS $DUK $MAR $OSCR $AZN $FISV
After Close: $HOOD $ALAB $F $LYFT $NET $AEIS $EW $UPST $ZG $GXO $AIG $GILD $MAT https://t.co/IdG6NoIR5T
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Moon Dev
Print USDC While You Sleep: The Step-by-Step Guide to Polymarket API Bots

most people are busy gambling on sportsbooks but the real wealth is being built in the prediction markets where code handles the odds while you sleep. there is a specific bridge between being a retail trader and becoming a market maker that most people never cross because they think they need a finance degree

i believe that code is the great equalizer because i used to be the guy getting liquidated and over trading until i decided to learn to code. i spent hundreds of thousands of dollars on developers for apps in the past because i thought i was not smart enough to code myself but now fully automated systems trade for me instead of getting me wiped out

prediction markets like polymarket are not like a casino where you bet against the house but an exchange where you trade against other users. this means the prices you see are actually probabilities where an eighteen cent share represents an eighteen percent chance of an event happening

if you think the odds are better than the market suggests you buy the shares and wait for the outcome. the real secret to profiting in this space is not picking the winner of the next election but being the one who provides the liquidity for everyone else to trade

the secret of the liquidity provider is that they earn money from the spread plus the rewards the platform pays out. most traders think they have to have a crystal ball but we just need a python script that can sit on the bid and the ask simultaneously

there is a hidden danger in how these exchanges report data that can lead to your bot placing the wrong orders. i spent hours digging into the documentation to find the logic that keeps everything in sync so you do not have to repeat my mistakes

when we talk about the central limit order book we are looking at a unified system where a yes buy is essentially a no sell. once you understand that yes plus no always equals one dollar you realize that the market is always in a state of balance that can be exploited

there is a blockchain backdoor for balances that allows us to bypass the exchange api entirely when things get laggy. i discovered that we can use the web3 library in python to talk directly to the polygon rpc and see our usdc balance in real time

by looking directly at the smart contracts we can ensure that our bot always knows exactly how much capital it has to work with. this prevents the common error of trying to place an order with funds that are already locked in another trade

there is a specific logic buried in the code of top traders that allows them to make nearly a thousand dollars a day during peak volatility. i found an open source repository from a trader who was pulling in massive profits during the election and the logic is surprisingly simple

the core of this strategy is the spread scanner which looks for markets with wide gaps between the buyers and the sellers. the bot identifies the top volume markets and ranks them by the potential profit from capturing that spread while avoiding dead markets

we use a specific filter to ignore any market that is over ninety eight percent resolved because the volatility is gone and the risk is too high. the bot only focuses on the active markets where people are still fighting over the probabilities of the future

everyone talks about arbitrage but there is a hidden reason why most scanners fail and once you see it you will stop wasting time on the wrong markets. arbitrage happens when the cost of buying both yes and no is less than a dollar which is a guaranteed win

the reason most arbitrage scanners fail is that they do not account for the depth of the order book. you might see a guaranteed profit for ten cents worth of shares but as soon as you try to scale it the spread
disappears and you are left with a losing position

instead of chasing ghosts we focus on the spread bot logic which places passive bids at the best price. this allows us to ea[...]

rn the liquidity rewards which are paid out in reward points for every second our orders stay live near the mid price

automation is the only way to remove the emotional baggage that comes with watching a position go against you. with bots you must iterate to success and that is why i decided to learn live so everyone can see the process of building these systems

the liquidation trap is something i know all too well from my days of manual trading and getting emotional at two in the morning. now the code handles the risk management by checking our positions every second and ensuring we never over leverage our account

we build nice functions to handle the heavy lifting like getting the token ids and placing limit orders with a single line of code. this modular approach means we can swap out strategies in seconds without having to rewrite the entire bot from scratch

the equalizer is the fact that anyone with a laptop and the willingness to learn can now compete with the big dogs. you do not need to be a math genius to understand how to bridge the gap between world events and your trading account

we are moving into a world where prediction markets will be the most accurate source of information for everything from elections to interest rates. being early to the automation side of this industry is like finding a gold mine before the rest of the world knows it exists

i am going to keep showing everything because i know that wall street will never reveal how these systems actually work. all i ask is that you stay hungry and keep iterating on your own bots until you find that edge that works for you

the final step in the process is to set up a loop that runs twenty four seven scanning for the best spreads and providing liquidity. once the system is live it becomes a machine that converts market volatility into steady growth while removing the human error that leads to liquidations

code is truly the great equalizer and once you have your first bot running you will never want to look at a chart manually ever again. the future of finance is automated and we are just getting started on this journey together
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Bourbon Capital
RT @BourbonCap: $MU CEO: AI is here in the very early days....memory and storage have become strategic assets for AI https://t.co/5zttPqrCIb

The semiconductor ecosystem:

The US dominates design and equipment: $AMAT $LRCX $KLAC $SNPS $CDNS $NVDA $AMD $QCOM $MU $AVGO

Europe dominates lithography: $ASML

South Korea dominates the RAM market: Samsung and SK Hynix

Taiwan produces the most advanced chips: $TSM https://t.co/AtoeBxKr1f - Bourbon Insider Research
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Clark Square Capital
RT @ClarkSquareCap: Idea thread time!

What's your best idea right now? (Any style, any market cap, any geography).

Be sure to add why you like it + valuation.

I will compile the responses and share.

Appreciate a RT for visibility! 🙏
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