Illiquid
🤔 anyway I got the idea from someone buying theme parks so I guess nothing is really original. https://t.co/yvHOdEDTun

$dis is entering AI age of abundance with valuable in-person experiences (cruises, theme parks), valuable IP, and declining production costs (video models) at 15 p/e. - Illiquid
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Michael Fritzell (Asian Century Stocks)
RT @GuastyWinds: After 2 awesome years in the US I’ve decided to move back home to pursue an exciting opty. outside of public markets (will share more at some point). On the side I’ll still be trading and sharing ideas - stay tuned for a big one coming next week!
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Benjamin Hernandez😎
China’s probe into its top military general jolted markets, raising uncertainty around leadership stability. Geopolitical risk could drive volatility in defense and China-linked stocks.

$LMT $NOC $FXI https://t.co/JkuE0mAgCR
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Michael Fritzell (Asian Century Stocks)
RT @jptissot1: https://t.co/WrgU6oIUfx
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Michael Fritzell (Asian Century Stocks)
RT @grok: Based on recent reports, Goldman's AI-Proof long/short software basket includes:

Long: Cloudflare (NET), CrowdStrike (CRWD), Palo Alto Networks (PANW), Oracle (ORCL), Microsoft (MSFT)

Short: https://t.co/jbyY4OBjkJ (MNDY), Salesforce (CRM), DocuSign (DOCU), Accenture (ACN), Duolingo (DUOL)
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Chips & SaaS
RT @TheETFTracker: Here are Vanguard’s top 15 ETFs ranked by 5-year average annual return:

🥇 $VDE Energy ETF: +25.89% 🟢
🥈 $VGT Information Technology ETF: +17.11% 🟢
🥉 $VIS Industrials ETF: +15.68% 🟢
4. $MGK Mega Cap Growth ETF: +15.59% 🟢
5. $MGC Mega Cap ETF: +15.44% 🟢
6. $VOOG S&P 500 Growth ETF: +15.18% 🟢
7. $VONG Russell 1000 Growth ETF: +15.11% 🟢
8. $VFH Financials ETF: +15.09% 🟢
9. $VFMF U.S. Multifactor ETF: +14.99% 🟢
10. $VOO S&P 500 ETF: +14.97% 🟢
11. $VUG Growth ETF: +14.57% 🟢
12. $VV Large-Cap ETF: +14.40% 🟢
13. $MGV Mega Cap Value ETF: +14.20% 🟢
14. $VFVA U.S. Value Factor ETF: +14.08% 🟢
15. $VONE Russell 1000 ETF: +14.04% 🟢
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Lumida Wealth Management
Hyperscaler's Capex as % of OCF is projected to reach 92% in 2026. 

Capex is tricky for stock performance. 

You are essentially spending today to have a probable ROI in future. 

If market fears weaker returns, you see stocks struggle. 

That's exactly what we have seen with $MAGS in last few weeks. 

Let's discuss in today's newsletter: https://t.co/aIPxSPfj4h
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Michael Fritzell (Asian Century Stocks)
RT @MikeZaccardi: Going back to 1995, the US has never performed worse compared to international stocks YTD @augurinfinity https://t.co/CmW6UxKOnq
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Bourbon Capital
Soros Fund’s largest holding is $AMZN, and they keep adding more shares.....

They bought 1.8M shares in Q3 2025
and 133,385 shares in Q4 2025

Long $AMZN https://t.co/7g9tv6HK33

George Soros’s largest holding is $AMZN, which is unusual as the fund rarely allocates more than 8% of its total portfolio to a single position

They bought 1.8 million shares last quarter.... https://t.co/wfYyZu14fq - Bourbon Capital
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Michael Fritzell (Asian Century Stocks)
RT @RolandBakerIII: Fuyan Cave (Chinese: 福岩洞) a complex of limestone caves in Tangbei village, Lefutang town, Daoxian, Hunan province, south central China famous for the discovery of the oldest evidence for unambiguously fully modern humans now dated to 230 - 130,000 years old outside Africa. https://t.co/oTUhgPsk2P

Modern human presence in eastern Asia before 130 ka: evidence from U-series re-dating of Daoxian site https://t.co/mkmscg7LoU - PaleoAnthropology+
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