Michael Fritzell (Asian Century Stocks)
RT @valuedrift: The top has to be either Korean stocks going live on Interactive Brokers or the Hynix US listing.

Long at least until then!

Memory stocks look like they’re setting up for a parabolic finale.

$SNDK $MU $WDC $STX https://t.co/mxjSDsQTY0 - Connor Bates
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Michael Fritzell (Asian Century Stocks)
RT @paulg: Your social status ≈ your college.

Your college ≈ your SAT score.

Your SAT score ≈ your SAT English score.

Your SAT English score ≈ how much you've read.

∴ Your social status ≈ how much you read in high school.

(Successive ≈s leak a lot, but still rather surprising.)
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Michael Fritzell (Asian Century Stocks)
Clayton Christensen's book How to Measure Your Life:
1. Allocate time and attention to priority
2. Invest in relationships
3. Create a job/career with meaning
4. Focus on process, not willpower
5. Maintain integrity
6. Picture yourself 10-20yrs from now and try to minimize regret
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Michael Fritzell (Asian Century Stocks)
In Japan, we're in the part of the cycle where I see my friends get rich https://t.co/73k1UBSXVV
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Brady Long
BREAKING: Google Gemini just launched a new feature called Guided Learning.

You can now use it to learn literally anything, step by step, like a personal tutor.

Here’s how to access it 👇 https://t.co/cEDbogvX6v
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The Transcript
RT @TheTranscript_: $TXN CFO: "Free cash flow for 2025 was $2.9 billion or 17% of revenue, representing an increase of 96% from 2024. Our free cash flow growth reflects the strength of our business model, as well as our decisions to invest in 300 mm manufacturing assets and inventory."
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Javier Blas
RT @business: A LNG shipment reloaded from China — the world’s top buyer of the fuel — is heading to Europe, a rare move that highlights the continent’s push to refill dwindling inventories https://t.co/hFF6f94eIM
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The Transcript
RT @TheTranscript_: $RLX CEO: "Q4 revenue was $1.4 billion, up 43% year-over-year, and our Q4 bookings were at $2.2 billion, which is up 63% year-over-year..In 2025, we significantly exceeded our guidance, both on revenue, where we grew by 36%, and on bookings, where we grew by 55% year-over-year" https://t.co/Fw64CPrF4g
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NecoKronos
Interesting activity on the order book right now.

Heavy bid walls are forming around $62k on Binance (Spot & Futures). Usually, this means one of two things:

• Genuine accumulation/support.
• Passive liquidity meant to slow down the drop.

Place your bets🎲

#BTC https://t.co/InSF2NtwXA
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Jukan
Kioxia FY3Q26 Results

- FY3Q26 revenue of ¥543B vs. guidance midpoint of ¥525B / consensus ¥541B → beat both guidance midpoint and consensus
- FY3Q26 adjusted operating profit of ¥144.7B vs. guidance range of ¥100B–¥140B / consensus ¥147B → exceeded the high end of guidance, but slightly missed consensus

FY4Q26 Guidance

- Revenue midpoint of ¥890B vs. consensus ¥648.2B → 37% above consensus
- Adjusted net income midpoint of ¥340B vs. consensus ¥164B → 80% above consensus
- Adjusted operating profit of ¥485B vs. consensus ¥248.8B → 96% above consensus
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God of Prompt
RT @godofprompt: we're cooked ngl

PROMPT: "Luffy coding on a Macbook on the Thousand Sunny, RAGING, then throwing it overboard." - Seedance 2.0

WOOOOOOOW https://t.co/FXv7W91QNE - BOOTOSHI 👑
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The Few Bets That Matter
RT @WealthyReadings: Last month I shared an article about FinX darlings I wouldn't buy & why. Fast forward to today.

$NFLX -10%
$ADBE -16%
$DUOL -26%
$PYPL -28%
$UBER -16%
$HIMS -44%

Violent.

I am a big fan of some of those, but it isn't enough to be a buyer.

Investing isn't cheerleading. https://t.co/3CLgBw32Gb

https://t.co/gymKiwJpsu - The Few Bets That Matter
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