Jukan
Reports of ‘Sharp Decline’ in Memory Prices Spreading Within China… Traders Say “Extent of Correction Is Limited”
∙ As the Lunar New Year holiday gradually approaches, reports of a sharp decline in memory prices within China have been emerging one after another. In the North American market as well, share prices of major memory companies have been pulling back from their highs.
∙ Based on a recent on-site visit by a reporter to Shenzhen’s largest Huaqiangbei market, spot market memory prices had declined somewhat, but the extent of the correction was not significant. Speculative sentiment has also calmed to a degree. In the flash memory market, some products are showing a trend of ‘further price increases.’
(Securities Times)
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Reports of ‘Sharp Decline’ in Memory Prices Spreading Within China… Traders Say “Extent of Correction Is Limited”
∙ As the Lunar New Year holiday gradually approaches, reports of a sharp decline in memory prices within China have been emerging one after another. In the North American market as well, share prices of major memory companies have been pulling back from their highs.
∙ Based on a recent on-site visit by a reporter to Shenzhen’s largest Huaqiangbei market, spot market memory prices had declined somewhat, but the extent of the correction was not significant. Speculative sentiment has also calmed to a degree. In the flash memory market, some products are showing a trend of ‘further price increases.’
(Securities Times)
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @JeremiahDJohns: George W Bush appears to have started a Substck, and he currently has only 12 subscribers. https://t.co/zX6PV2H5CU
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RT @JeremiahDJohns: George W Bush appears to have started a Substck, and he currently has only 12 subscribers. https://t.co/zX6PV2H5CU
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God of Prompt
probably the only article you need to stop feeling behind in AI
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probably the only article you need to stop feeling behind in AI
https://t.co/TJ7XYPSLka tweet
X (formerly Twitter)
Robert Youssef (@rryssf_) on X
the tool isn't the work
The Transcript
RT @TheTranscript_: $GOOG Google DeepMind CEO: Compute scarcity forced consolidation of Google Brain and DeepMind into one
"It was getting complicated having two groups, especially given the amount of compute needed in this scaling era… even someone like Google didn't have enough compute to have two frontier projects under one house, so we needed to combine all of our resources together.”
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RT @TheTranscript_: $GOOG Google DeepMind CEO: Compute scarcity forced consolidation of Google Brain and DeepMind into one
"It was getting complicated having two groups, especially given the amount of compute needed in this scaling era… even someone like Google didn't have enough compute to have two frontier projects under one house, so we needed to combine all of our resources together.”
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Offshore
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God of Prompt
RT @alex_prompter: I turned Naval Ravikant's mental models into AI prompts.
It's like having the AngelList founder rip apart your career and rebuild it from leverage and specific knowledge.
Here are the 13 prompts that transformed how I build wealth: https://t.co/ijM4WvtQNP
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RT @alex_prompter: I turned Naval Ravikant's mental models into AI prompts.
It's like having the AngelList founder rip apart your career and rebuild it from leverage and specific knowledge.
Here are the 13 prompts that transformed how I build wealth: https://t.co/ijM4WvtQNP
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Offshore
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Jukan
Bernstein remains very bearish on Kioxia.
They’ve effectively issued a sell call and are recommending investors take profits. (Target price: ¥7,000 vs. current share price: ¥22,845.) https://t.co/b9MEVySUmM
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Bernstein remains very bearish on Kioxia.
They’ve effectively issued a sell call and are recommending investors take profits. (Target price: ¥7,000 vs. current share price: ¥22,845.) https://t.co/b9MEVySUmM
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Michael Fritzell (Asian Century Stocks)
RT @MikeFritzell: What are the highest quality software within the Japanese SaaS industry? Not convinced that CYND and Property Data Bank are up there. Freee, Hennge?
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RT @MikeFritzell: What are the highest quality software within the Japanese SaaS industry? Not convinced that CYND and Property Data Bank are up there. Freee, Hennge?
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @_SeanDavid: @zarazhangrui Meanwhile Anthropic looking for humans to administer their salesforce https://t.co/NB7UYETWm2
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RT @_SeanDavid: @zarazhangrui Meanwhile Anthropic looking for humans to administer their salesforce https://t.co/NB7UYETWm2
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Michael Fritzell (Asian Century Stocks)
RT @compound248: @JohnHuber72 I knew a guy who worked for Buffett in the immediate pre-Todd and Ted era.
His summary of the Buffett buy algorithm was, “7x avg last 5 year EBIT.”
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RT @compound248: @JohnHuber72 I knew a guy who worked for Buffett in the immediate pre-Todd and Ted era.
His summary of the Buffett buy algorithm was, “7x avg last 5 year EBIT.”
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @CasinoCapital: When in Rome...
Couldn't not try Saizeriya after @CacheThatCheque talking it up so much.
Spaghetti carbonara, french onion soup, fried shrimp, a pizza, and 2 soft drinks w free refills... £9 all-in !! https://t.co/OH9u0Pya7G
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RT @CasinoCapital: When in Rome...
Couldn't not try Saizeriya after @CacheThatCheque talking it up so much.
Spaghetti carbonara, french onion soup, fried shrimp, a pizza, and 2 soft drinks w free refills... £9 all-in !! https://t.co/OH9u0Pya7G
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