Offshore
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Benjamin Hernandez😎
$COST: The $1,000 Psychological War
Costco ($COST) is up +2.12%, sitting at $998. The battle for $1k is the primary retail story today. Safety is expensive, but the membership moat is unshakeable. Traders are watching the breakout candle.
$ORCL $AMD $INTC $NVDA $TSM $TCNNF https://t.co/49reIbIofZ
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$COST: The $1,000 Psychological War
Costco ($COST) is up +2.12%, sitting at $998. The battle for $1k is the primary retail story today. Safety is expensive, but the membership moat is unshakeable. Traders are watching the breakout candle.
$ORCL $AMD $INTC $NVDA $TSM $TCNNF https://t.co/49reIbIofZ
tweet
Offshore
Video
God of Prompt
Sora, Runway,... they all do the same damn thing.
You prompt. You wait. You get a clip. You start over.
That's not creation. That's a glorified vending machine with a $20/month subscription.
PixVerse R1 just made all of it look ancient. Real-time 1080P video that listens to you while it's generating. No render bar. No fixed clips. No "try again."
Here's why nobody's ready for this: 👇
tweet
Sora, Runway,... they all do the same damn thing.
You prompt. You wait. You get a clip. You start over.
That's not creation. That's a glorified vending machine with a $20/month subscription.
PixVerse R1 just made all of it look ancient. Real-time 1080P video that listens to you while it's generating. No render bar. No fixed clips. No "try again."
Here's why nobody's ready for this: 👇
tweet
Fiscal.ai
We are up and running again.
Appreciate everyone's patience.
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We are up and running again.
Appreciate everyone's patience.
We are experiencing an outage and working on resuming services to fully operational.
Thank you for your patience. tweet
X (formerly Twitter)
Fiscal.ai (@fiscal_ai) on X
We are experiencing an outage and working on resuming services to fully operational.
Thank you for your patience.
Thank you for your patience.
Offshore
Photo
Illiquid
When your top pick in Singapore is levered to $amat and your top pick in Japan is levered to $mu. 🙏 https://t.co/4SzdypV7E4
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When your top pick in Singapore is levered to $amat and your top pick in Japan is levered to $mu. 🙏 https://t.co/4SzdypV7E4
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Offshore
Photo
The Transcript
Airbnb CEO: "Airbnb closed out 2025 with strong momentum, delivering double-digit growth across our key top-line metrics during the fourth quarter. Despite a tough year-over-year comparison, our business accelerated in Q4 compared to Q3"
$ABNB: +6% AH https://t.co/wWkD3sKaNd
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Airbnb CEO: "Airbnb closed out 2025 with strong momentum, delivering double-digit growth across our key top-line metrics during the fourth quarter. Despite a tough year-over-year comparison, our business accelerated in Q4 compared to Q3"
$ABNB: +6% AH https://t.co/wWkD3sKaNd
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Offshore
Photo
The Transcript
Pinterest CFO: "So in Q4 25, our largest retail advertisers created a more meaningful headwind than we expected as they sought to protect their margins in this dynamic environment and pulled back on ad spend."
$PINS: -18% AH https://t.co/lEilWTmls6
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Pinterest CFO: "So in Q4 25, our largest retail advertisers created a more meaningful headwind than we expected as they sought to protect their margins in this dynamic environment and pulled back on ad spend."
$PINS: -18% AH https://t.co/lEilWTmls6
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Jukan
Kioxia: There Won't Be a Second Shock
[Daishin Securities Semiconductor / Ryu Hyung-geun]
This is a Kioxia FY3Q25 (CY4Q25) Review. We maintain our existing view that a surprise will emerge from NAND. This value needs to be further reflected in Korean semiconductor stock prices. We maintain our Buy recommendations on Samsung Electronics and SK Hynix.
Kioxia FY3Q25 (CY4Q25) Review: Please Forget Last November's Disaster
- Results were in line with consensus. The guidance was the surprise. The company issued guidance significantly above consensus, creating a markedly different atmosphere from last November's earnings release.
- Throughout the recent upcycle, Kioxia's high revenue concentration toward a single customer has been a double-edged sword. Pre-negotiated long-term contracts meant products were supplied at prices below market rates, which was the key reason behind Kioxia's lower ASP growth relative to peers.
- Recently, the company appears to have aggressively leveraged the tight supply-demand environment to push through price revisions. Starting from CY1Q26, the revised pricing policy is expected to take effect (estimated ~50% QoQ ASP increase for the North American customer in CY1Q26). This marks the moment Kioxia breaks free from its legacy constraints and the moment mobile NAND ASPs normalize.
- Opportunities are also expanding on the server side. On top of a favorable market backdrop, competitiveness in high-capacity products of 128TB and above is expected to drive outperformance.
NAND Is Just as Strong as DRAM
- AI inference is strengthening the role of storage and driving higher content per unit. In addition, new products are set to be unveiled. At the upcoming GTC 2026 event, new products based on a next-generation solution (Gen 6 Controller) are expected to be announced.
- The supply-demand balance is tightening to historically unprecedented levels. While concerns over weak set-level demand persist, opportunities in the server segment are more than offsetting them.
- Meanwhile, supply discipline is strengthening across the industry. The prevailing approach is to respond through conversion investments and product mix shifts—which carry lower depreciation burdens—rather than new capacity additions. This signals a management philosophy increasingly centered on profitability and long-term supply-demand stability.
- As a result, NAND ASPs are surging. 1Q26 NAND ASP is expected to rise in the mid-to-high 40% range QoQ, and we believe we will soon see operating margins reach the 50%+ levels that marked the previous peak.
$SNDK $MU
tweet
Kioxia: There Won't Be a Second Shock
[Daishin Securities Semiconductor / Ryu Hyung-geun]
This is a Kioxia FY3Q25 (CY4Q25) Review. We maintain our existing view that a surprise will emerge from NAND. This value needs to be further reflected in Korean semiconductor stock prices. We maintain our Buy recommendations on Samsung Electronics and SK Hynix.
Kioxia FY3Q25 (CY4Q25) Review: Please Forget Last November's Disaster
- Results were in line with consensus. The guidance was the surprise. The company issued guidance significantly above consensus, creating a markedly different atmosphere from last November's earnings release.
- Throughout the recent upcycle, Kioxia's high revenue concentration toward a single customer has been a double-edged sword. Pre-negotiated long-term contracts meant products were supplied at prices below market rates, which was the key reason behind Kioxia's lower ASP growth relative to peers.
- Recently, the company appears to have aggressively leveraged the tight supply-demand environment to push through price revisions. Starting from CY1Q26, the revised pricing policy is expected to take effect (estimated ~50% QoQ ASP increase for the North American customer in CY1Q26). This marks the moment Kioxia breaks free from its legacy constraints and the moment mobile NAND ASPs normalize.
- Opportunities are also expanding on the server side. On top of a favorable market backdrop, competitiveness in high-capacity products of 128TB and above is expected to drive outperformance.
NAND Is Just as Strong as DRAM
- AI inference is strengthening the role of storage and driving higher content per unit. In addition, new products are set to be unveiled. At the upcoming GTC 2026 event, new products based on a next-generation solution (Gen 6 Controller) are expected to be announced.
- The supply-demand balance is tightening to historically unprecedented levels. While concerns over weak set-level demand persist, opportunities in the server segment are more than offsetting them.
- Meanwhile, supply discipline is strengthening across the industry. The prevailing approach is to respond through conversion investments and product mix shifts—which carry lower depreciation burdens—rather than new capacity additions. This signals a management philosophy increasingly centered on profitability and long-term supply-demand stability.
- As a result, NAND ASPs are surging. 1Q26 NAND ASP is expected to rise in the mid-to-high 40% range QoQ, and we believe we will soon see operating margins reach the 50%+ levels that marked the previous peak.
$SNDK $MU
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Offshore
Photo
The Transcript
Applied Materials CEO: "Our strong performance and outlook for 2026 and beyond are fueled by the acceleration of investments in AI computing."
$AMAT: +14% AH https://t.co/nxZ6xCPQid
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Applied Materials CEO: "Our strong performance and outlook for 2026 and beyond are fueled by the acceleration of investments in AI computing."
$AMAT: +14% AH https://t.co/nxZ6xCPQid
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