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God of Prompt
RT @godofprompt: I built a prompt that turns years of ChatGPT/Claude conversations into a searchable knowledge base for your @openclaw bot.
Upload your ZIP exports → Get atomic notes, knowledge graph, decision log, prompt library, and pattern analysis.
Steal it 👇 https://t.co/t9wlQda3jl
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RT @godofprompt: I built a prompt that turns years of ChatGPT/Claude conversations into a searchable knowledge base for your @openclaw bot.
Upload your ZIP exports → Get atomic notes, knowledge graph, decision log, prompt library, and pattern analysis.
Steal it 👇 https://t.co/t9wlQda3jl
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Michael Fritzell (Asian Century Stocks)
RT @smartkarma: 🚨BREAKING: INDONESIAN STOCKS SLUMP 4.5% ON COMMODITY, METAL PRICE DROP https://t.co/HeyH5dHsvI
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RT @smartkarma: 🚨BREAKING: INDONESIAN STOCKS SLUMP 4.5% ON COMMODITY, METAL PRICE DROP https://t.co/HeyH5dHsvI
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Michael Fritzell (Asian Century Stocks)
Now I know why this Baiguan guy and Moatless Capital went berserk last week: they didn't like that I'm bearish Pop Mart. Alright, stay long then
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Now I know why this Baiguan guy and Moatless Capital went berserk last week: they didn't like that I'm bearish Pop Mart. Alright, stay long then
Let’s time stamp this https://t.co/MhX3j7jtBS tweet
Michael Fritzell (Asian Century Stocks)
"BYD's vehicle sales dropped by 30.1% in January year-on-year as the Chinese electric vehicle maker navigates external uncertainties and tough competition at home."
Not saying I'm bearish BYD... just thinks the story is more complex than just up-up-up to the right
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"BYD's vehicle sales dropped by 30.1% in January year-on-year as the Chinese electric vehicle maker navigates external uncertainties and tough competition at home."
Not saying I'm bearish BYD... just thinks the story is more complex than just up-up-up to the right
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Michael Fritzell (Asian Century Stocks)
How hard is it to discuss facts, without defaulting to:
- Ad hominem ("this guy's an idiot!")
- Labeling ("you're a China bear!")
- Whataboutism ("yes but you were wrong about this other stock!")
- Strawman ("he blocked me because he can't face the truth!")
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How hard is it to discuss facts, without defaulting to:
- Ad hominem ("this guy's an idiot!")
- Labeling ("you're a China bear!")
- Whataboutism ("yes but you were wrong about this other stock!")
- Strawman ("he blocked me because he can't face the truth!")
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Michael Fritzell (Asian Century Stocks)
RT @DaveTaylorNews: Gold queue Sydney’s Martin Place https://t.co/81KYD7KOLr
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RT @DaveTaylorNews: Gold queue Sydney’s Martin Place https://t.co/81KYD7KOLr
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Michael Fritzell (Asian Century Stocks)
RT @BryanGreenbaum: Very good listen. @verdadcap seems to be spot on here. The Bubble You Can't Exit Dan Rasmussen on the Private Equity Trap https://t.co/REYGEMUZ9y
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RT @BryanGreenbaum: Very good listen. @verdadcap seems to be spot on here. The Bubble You Can't Exit Dan Rasmussen on the Private Equity Trap https://t.co/REYGEMUZ9y
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Jukan
Bank of America forecasts that, due to the sharp rise in DRAM prices, smartphone shipments in 2026 will decline by a high single-digit percentage, while PC shipments will drop by a low double-digit percentage (around 10–13%).
What surprised me when I saw this table was that, contrary to the fear-mongering from many sell-side analysts, even though automotive DRAM prices have risen significantly, vehicle (automotive) shipments are actually expected to show solid growth. (Was I being too pessimistic?)
And… the decline in low-end smartphone shipments seems much more severe than I thought… they’re projecting it could drop by nearly 50%…
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Bank of America forecasts that, due to the sharp rise in DRAM prices, smartphone shipments in 2026 will decline by a high single-digit percentage, while PC shipments will drop by a low double-digit percentage (around 10–13%).
What surprised me when I saw this table was that, contrary to the fear-mongering from many sell-side analysts, even though automotive DRAM prices have risen significantly, vehicle (automotive) shipments are actually expected to show solid growth. (Was I being too pessimistic?)
And… the decline in low-end smartphone shipments seems much more severe than I thought… they’re projecting it could drop by nearly 50%…
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Michael Fritzell (Asian Century Stocks)
Risk of expropriation probably much lower in retail / services. But you’ll still have IDR exposure and Philippine equities are just as cheap.
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Risk of expropriation probably much lower in retail / services. But you’ll still have IDR exposure and Philippine equities are just as cheap.
We shall look for an extended buy list as this is the most interesting market globally tweet
X (formerly Twitter)
Olivier (Emerging Value) (@ReturnsJourney) on X
We shall look for an extended buy list as this is the most interesting market globally
Michael Fritzell (Asian Century Stocks)
RT @gvancomp: A stable government (doesn't mean we have to like them)
Banks will start lending again
Tourism will continue to look good as 1H25, BKK was all over the news for the earthquake.
Thb will weaken as the gold pump is done.
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RT @gvancomp: A stable government (doesn't mean we have to like them)
Banks will start lending again
Tourism will continue to look good as 1H25, BKK was all over the news for the earthquake.
Thb will weaken as the gold pump is done.
Banks, retail and tourism stocks are among the most exposed to the outcome of Thailand's February 8 election https://t.co/U6yvoebggx tweet
X (formerly Twitter)
Bloomberg (@business) on X
Banks, retail and tourism stocks are among the most exposed to the outcome of Thailand's February 8 election https://t.co/U6yvoebggx
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Michael Fritzell (Asian Century Stocks)
New Delfi product for the lunar new year https://t.co/jl5hH97B1R
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New Delfi product for the lunar new year https://t.co/jl5hH97B1R
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