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God of Prompt
RT @godofprompt: After interviewing 12 AI researchers from OpenAI, Anthropic, and Google, I noticed they all use the same 10 prompts.
Not the ones you see on X and LinkedIn.
These are the prompts that actually ship products, publish papers, and break benchmarks.
Here's what they told me ↓ https://t.co/CwG47vkWPV
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RT @godofprompt: After interviewing 12 AI researchers from OpenAI, Anthropic, and Google, I noticed they all use the same 10 prompts.
Not the ones you see on X and LinkedIn.
These are the prompts that actually ship products, publish papers, and break benchmarks.
Here's what they told me ↓ https://t.co/CwG47vkWPV
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Michael Fritzell (Asian Century Stocks)
RT @willschoebs: Nice little Friday afternoon in 🇯🇵 tech land https://t.co/yMiw5wStVw
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RT @willschoebs: Nice little Friday afternoon in 🇯🇵 tech land https://t.co/yMiw5wStVw
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Jukan
Nomura SK Hynix Comment: SK Hynix 2026/27F Operating Profit Forecast at $130.8B / $184.8B
"We estimate that commodity memory price increases in 1Q26 significantly exceeded our initial expectations. We estimate commodity DRAM/NAND prices rose +90%/+60% QoQ in 1Q, substantially surpassing our previous forecasts of DRAM +56% and NAND +40% QoQ. Reflecting this, we raise our 1Q26F operating profit (OP) estimate for Hynix from KRW 29T to KRW 36T. We also raise our full-year 2026F commodity DRAM/NAND price growth forecasts from +126%/+115% YoY to +176%/+146% YoY. Accordingly, we revise up our 2026/27F operating profit (OP) estimates to KRW 189T / KRW 267T. We expect Hynix to achieve DRAM/NAND operating profit margins (OPM) of 76%/57% in 2026F. Factoring in higher quarterly performance bonus costs, we estimate 2026F DRAM/NAND cost per bit will increase +26%/+18% YoY, respectively."
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Nomura SK Hynix Comment: SK Hynix 2026/27F Operating Profit Forecast at $130.8B / $184.8B
"We estimate that commodity memory price increases in 1Q26 significantly exceeded our initial expectations. We estimate commodity DRAM/NAND prices rose +90%/+60% QoQ in 1Q, substantially surpassing our previous forecasts of DRAM +56% and NAND +40% QoQ. Reflecting this, we raise our 1Q26F operating profit (OP) estimate for Hynix from KRW 29T to KRW 36T. We also raise our full-year 2026F commodity DRAM/NAND price growth forecasts from +126%/+115% YoY to +176%/+146% YoY. Accordingly, we revise up our 2026/27F operating profit (OP) estimates to KRW 189T / KRW 267T. We expect Hynix to achieve DRAM/NAND operating profit margins (OPM) of 76%/57% in 2026F. Factoring in higher quarterly performance bonus costs, we estimate 2026F DRAM/NAND cost per bit will increase +26%/+18% YoY, respectively."
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Michael Fritzell (Asian Century Stocks)
RT @AzizSapphire: China’s 🇨🇳 industrial clusters
🇨🇳 🇨🇳 🇨🇳 https://t.co/A10bZ0QOrM
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RT @AzizSapphire: China’s 🇨🇳 industrial clusters
🇨🇳 🇨🇳 🇨🇳 https://t.co/A10bZ0QOrM
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Jukan
Nomura on Samsung Electronics: Raised 2026/27 operating profit (OP) forecasts to $168.2bn / $222.9bn
"We estimate that the rise in commodity memory prices significantly outpaced our expectation in 1Q26. We estimate that commodity DRAM/NAND prices rose by 90%/60% in 1Q26, which strongly beat our previous forecasts (DRAM +56%/NAND +40% q-q). We believe Samsung Electronics’ (SEC) HBM4 has better performance but higher production costs vs. competitors’, as the company fabricates core dies through 1C node and adopts base dies from 4nm-node foundry. While some of the customers require speed faster than 11.7Gbps, supplies from HBM suppliers are likely to be limited; thus, we see high potential for pricing premium of 30-40%. (Since low-speed HBM4 is also in tight supply, we do not think it can be viewed as a discount factor for memory companies.) Consequently, we anticipate SEC to benefit from high-speed HBM4 market and gain market share in HBM4. We raise our HBM ASP forecast for SEC, and raise 2026F HBM shipment growth from +112% y-y to +144% y-y. Reflecting these factors, we expect SEC’s 1Q26F memory OP to be at KRW44tn (+153% q-q), which is substantially above our previous forecast of KRW33tn. Although we anticipate commodity memory price growth to decelerate from 2Q26F, we think HBM ASP should rise q-q, based on rising mix of HBM4. We expect SEC to record 2026/27F OP of KRW243tn/322tn (+457%/+33% y-y; Fig. 6), and 2026/27F ROE of 42%/42%, which is higher than our previous estimates of 34%/35%."
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Nomura on Samsung Electronics: Raised 2026/27 operating profit (OP) forecasts to $168.2bn / $222.9bn
"We estimate that the rise in commodity memory prices significantly outpaced our expectation in 1Q26. We estimate that commodity DRAM/NAND prices rose by 90%/60% in 1Q26, which strongly beat our previous forecasts (DRAM +56%/NAND +40% q-q). We believe Samsung Electronics’ (SEC) HBM4 has better performance but higher production costs vs. competitors’, as the company fabricates core dies through 1C node and adopts base dies from 4nm-node foundry. While some of the customers require speed faster than 11.7Gbps, supplies from HBM suppliers are likely to be limited; thus, we see high potential for pricing premium of 30-40%. (Since low-speed HBM4 is also in tight supply, we do not think it can be viewed as a discount factor for memory companies.) Consequently, we anticipate SEC to benefit from high-speed HBM4 market and gain market share in HBM4. We raise our HBM ASP forecast for SEC, and raise 2026F HBM shipment growth from +112% y-y to +144% y-y. Reflecting these factors, we expect SEC’s 1Q26F memory OP to be at KRW44tn (+153% q-q), which is substantially above our previous forecast of KRW33tn. Although we anticipate commodity memory price growth to decelerate from 2Q26F, we think HBM ASP should rise q-q, based on rising mix of HBM4. We expect SEC to record 2026/27F OP of KRW243tn/322tn (+457%/+33% y-y; Fig. 6), and 2026/27F ROE of 42%/42%, which is higher than our previous estimates of 34%/35%."
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God of Prompt
How to use LLMs for competitive intelligence (scraping, analysis, reporting): https://t.co/xlGOSpRQPy
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How to use LLMs for competitive intelligence (scraping, analysis, reporting): https://t.co/xlGOSpRQPy
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God of Prompt
RT @godofprompt: OpenClaw hit 145K GitHub stars and became the fastest-growing open-source AI project in history.
But 90% of people installing it have no idea how to set it up safely.
That's why I built the OpenClaw Starter Guide. It covers:
→ Full architecture breakdown (Gateway, Agent, Skills, Memory)
→ 30-minute setup walkthrough for any hardware
→ Security hardening so you don't end up on Shodan
→ Memory upgrade prompt that makes your agent actually remember you
If you want a personal AI assistant that actually does things, not another chatbot, this is the guide.
Comment "Claw" and I'll DM it to you.
(Must be following me to receive it)
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RT @godofprompt: OpenClaw hit 145K GitHub stars and became the fastest-growing open-source AI project in history.
But 90% of people installing it have no idea how to set it up safely.
That's why I built the OpenClaw Starter Guide. It covers:
→ Full architecture breakdown (Gateway, Agent, Skills, Memory)
→ 30-minute setup walkthrough for any hardware
→ Security hardening so you don't end up on Shodan
→ Memory upgrade prompt that makes your agent actually remember you
If you want a personal AI assistant that actually does things, not another chatbot, this is the guide.
Comment "Claw" and I'll DM it to you.
(Must be following me to receive it)
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Michael Fritzell (Asian Century Stocks)
RT @KerrisdaleCap: $ACMR has 4x'd since our writeup a year ago. Only 6x more to go to fulfill our report title "Fabrication of a 10-bagger". Shoutout to @TheBenSchmark from whom we got the idea and @Citrini7 for adding the rocket fuel. Teamwork makes the dream work
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RT @KerrisdaleCap: $ACMR has 4x'd since our writeup a year ago. Only 6x more to go to fulfill our report title "Fabrication of a 10-bagger". Shoutout to @TheBenSchmark from whom we got the idea and @Citrini7 for adding the rocket fuel. Teamwork makes the dream work
We're long $ACMR, our largest position. Report at https://t.co/z79uQd9L89 & we explain why $ACMR could be 10-bagger. The leading wafer-cleaning toolmaker in the fast-growing Chinese semicap sector, $ACMR is a Trump trade & a massive beneficiary of the US-China chip war 1/8 tweet
X (formerly Twitter)
Kerrisdale Capital (@KerrisdaleCap) on X
We're long $ACMR, our largest position. Report at https://t.co/z79uQd9L89 & we explain why $ACMR could be 10-bagger. The leading wafer-cleaning toolmaker in the fast-growing Chinese semicap sector, $ACMR is a Trump trade & a massive beneficiary of the US…
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Michael Fritzell (Asian Century Stocks)
Barry Callebaut, Daikin and Olympus pitched here
https://t.co/f3jeZyJdRD
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Barry Callebaut, Daikin and Olympus pitched here
https://t.co/f3jeZyJdRD
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Javier Blas
According to the @FT, the Trump administration now has realized its tariffs are increasing the price of everyday items (read: beer and soda cans) and it's planning to scale back some tariffs on steel and aluminium goods.
Link: https://t.co/YZh67QCaa4
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According to the @FT, the Trump administration now has realized its tariffs are increasing the price of everyday items (read: beer and soda cans) and it's planning to scale back some tariffs on steel and aluminium goods.
Link: https://t.co/YZh67QCaa4
CHART OF THE DAY: Due to the impact of Trump's tariffs, the all-in cost of aluminum in America has surged to a record high well above $5,000 per metric ton (LME price + US Midwest premium).
The impact would be soon felt on anything made with aluminum -- including beer cans. https://t.co/hR2zsA0Khq tweet
Javier Blas
RT @ChristopherJM: The next round of trilateral peace talks between the US, Russia and Ukraine will be held in Geneva on February 17-18, says Kremlin spokesman Dmitry Peskov. He says the Russian delegation will be headed by Vladimir Medinsky, who annoyed the Ukrainians in Istanbul talks last spring by using his time to deliver a long-winded revisionist history lesson. President Zelenskyy just told reporters at a briefing last Friday that the Russian delegations in Abu Dhabi talks were more serious and productive, specifically because they weren't doing what Medinsky has notorious done when he's been involved. His inclusion in Geneva isn't a positive sign.
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RT @ChristopherJM: The next round of trilateral peace talks between the US, Russia and Ukraine will be held in Geneva on February 17-18, says Kremlin spokesman Dmitry Peskov. He says the Russian delegation will be headed by Vladimir Medinsky, who annoyed the Ukrainians in Istanbul talks last spring by using his time to deliver a long-winded revisionist history lesson. President Zelenskyy just told reporters at a briefing last Friday that the Russian delegations in Abu Dhabi talks were more serious and productive, specifically because they weren't doing what Medinsky has notorious done when he's been involved. His inclusion in Geneva isn't a positive sign.
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