Michael Fritzell (Asian Century Stocks)
RT @CacheThatCheque: Japan has 37,550 companies that are over 100 years old, the most in the world.

It’s also interesting how Toyotas and Japanese motorbikes are everywhere in developing countries https://t.co/OGDt4YIM2Z

Japan rocks https://t.co/k6T8CohraC - Ryan Dawson
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Michael Fritzell (Asian Century Stocks)
RT @TheYieldPig: There is always a moment when the crowd’s conviction flips; that’s where the money is made. - George Soros
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Michael Fritzell (Asian Century Stocks)
How to form a variant view through Grok https://t.co/DsdbalB5ke
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Benjamin Hernandez😎
Gold is hitting new ATHs, yet the
miners are lagging significantly.
The "disconnect" creates a massive
opportunity for value-driven buyers.

When miners catch up to the spot
price, the move will be fast and loud.
$GDX $NEM $GOLD $AEM $FNV $WPM
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Jukan
My portfolio is now more heavily weighted toward Japanese stocks than U.S. stocks lol.

Japan really has a lot of hidden champions.
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Brady Long
Why do people say “wrapper” like it’s some sort of insult?

Do people not realize everything is a “wrapper” of something?

Netflix runs on AWS. AWS wrapper.

VC is a wrapper for people who actually have money lol.

Literally everything. Dumbest term.
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anon
Spent some time brainstorming with ChatGPT what I want to build with Claude Code. Would be crazy if I can build this from scratch. (no programming knowledge). Dreaming big. https://t.co/kKKib5rqZr
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Jukan
>> Alibaba to open-source next-gen Qwen3.5 model on Lunar New Year's Eve

• According to multiple sources, Alibaba is set to open-source its next-generation large language model, Qwen3.5, today on Lunar New Year's Eve.

• Qwen3.5 is reported to feature innovations across its entire model architecture, with some suggesting it could mark a new milestone for Chinese-made large models. Alibaba previously released Qwen2.5-Max during the late-night hours of last year's Lunar New Year's Eve.

$BABA
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Brady Long
Why do people say “wrapper” like it’s some sort of insult?

Do people not realize everything is a “wrapper” of something?

Netflix runs on AWS. AWS wrapper.

VC is a wrapper for people who actually have money lol.

Literally everything. Dumbest term.
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Michael Fritzell (Asian Century Stocks)
This is fascinating. Substack wants to be a brand name, but doesn't solve for quality. Perhaps the algo does. But now Andy says that he's stopped reading them altogether. Feels safer to control your own destiny, off-platform.

I have a substack. I write a few things. I've stopped reading substack lately. They are mostly awful and some combination of too wordy and too AI "enhanced". Can't we just be succinct and real? - Andy Constan
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AkhenOsiris
Stuff can get further and further oversold, right down to $0.

Check IRBT, BYND 💀
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anon
RT @tobyshute: Abrasive-free CMP was not on my radar. Challenge to the Fuso/Fujimi/Fujibo nexus.. https://t.co/Cw3w7MDsFI
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anon
RT @SStapczynski: Tokyo is being powered by nuclear energy for the first time in over a decade 🇯🇵 ☢️

⚡️ Tepco’s Kashiwazaki-Kariwa nuclear power plant restarted, and No. 6 reactor is producing electricity for the first time in 14 years
🤝 Japan is doubling down on nuclear to cut fossil fuel use https://t.co/UV74LQuU1n
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Jukan
What’s noteworthy about the ByteDance–Samsung Foundry rumor is that ByteDance is reportedly looking to use Samsung’s foundry services as a way to secure memory supply from Samsung.

Yes, Samsung is leveraging the current severe memory supply shortage to win more foundry orders.

If I may toot my own horn, I covered this before anyone else, back on January 1st.
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