Michael Fritzell (Asian Century Stocks)
RT @zeroxpectation: $6027 Bengo4 -8% on the back of Anthropic's release of AI tools for lawyers.
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RT @zeroxpectation: $6027 Bengo4 -8% on the back of Anthropic's release of AI tools for lawyers.
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Michael Fritzell (Asian Century Stocks)
David Hay of Evergreen GaveKal once said in an interview: "if you're going to panic, panic FAST". That said, it feels like we're more half-way through than day 1.
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David Hay of Evergreen GaveKal once said in an interview: "if you're going to panic, panic FAST". That said, it feels like we're more half-way through than day 1.
I remember like 2 decades ago when every PM suddenly had to review each CUSIP for asbestos risk, and dump any offenders.
Today is day 1 of big funds seriously asking about AI risk. The selling is gonna get much worse before we bottom. No sense even thinking about bottom fishing these names for anything but a bounce… tweet
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Michael Fritzell (Asian Century Stocks)
RT @SameerTaneja41: Sai Gon Cargo Services ended 2025 on a solid note, with revenues/profits up15%/9% YoY. Metrics of 10% dividend yield, >50% ROCE, and 30% of mkt cap in cash are impressive, but medium-term risks loom. https://t.co/EyoznKjvPP
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RT @SameerTaneja41: Sai Gon Cargo Services ended 2025 on a solid note, with revenues/profits up15%/9% YoY. Metrics of 10% dividend yield, >50% ROCE, and 30% of mkt cap in cash are impressive, but medium-term risks loom. https://t.co/EyoznKjvPP
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Jukan
Why did AMD miss earnings expectations?
1. Despite TSMC's capacity shortage, the buyside excessively overestimated AMD's CPU shipment numbers.
2. AMD's non-China GPU sales volume fell short of expectations.
I've been reading various sell-side reports, and the opinions are quite divided/all over the place.
$AMD
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Why did AMD miss earnings expectations?
1. Despite TSMC's capacity shortage, the buyside excessively overestimated AMD's CPU shipment numbers.
2. AMD's non-China GPU sales volume fell short of expectations.
I've been reading various sell-side reports, and the opinions are quite divided/all over the place.
$AMD
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Michael Fritzell (Asian Century Stocks)
RT @MikeFritzell: What would Bob Wilson say about the disruption to SaaS business models today https://t.co/WgpifCGFPW
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RT @MikeFritzell: What would Bob Wilson say about the disruption to SaaS business models today https://t.co/WgpifCGFPW
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Benjamin Hernandez😎
Funny story: My barber asked me for stock tips today.
I told him the same thing I tell everyone - join my WhatsApp group. Even my barber is making money!
Join the family:✅ https://t.co/71FIJIdBXe
From Wall Street to Main Street, we win together!
$RKLB $OPEN $SOFI $PLTR $HOOD
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Funny story: My barber asked me for stock tips today.
I told him the same thing I tell everyone - join my WhatsApp group. Even my barber is making money!
Join the family:✅ https://t.co/71FIJIdBXe
From Wall Street to Main Street, we win together!
$RKLB $OPEN $SOFI $PLTR $HOOD
Solo trading is fine… but shared momentum hits different and feels way better. We cover live trends, key news drops, and my curated daily stock shortlist inside.
Join here 👉 https://t.co/71FIJIdBXe
Message “Hi” to hop in and see today’s list.
$RR $SOC $BMNR $BYND $PULM https://t.co/XjRSUjWbnr tweet
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God of Prompt
RT @alex_prompter: Add this to your claude's preferences and thank me later https://t.co/3DHUrmnVRY
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RT @alex_prompter: Add this to your claude's preferences and thank me later https://t.co/3DHUrmnVRY
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Michael Fritzell (Asian Century Stocks)
RT @orrdavid: Common narrative:
US stocks are lagging global stocks because of politics. It shouldn't be a shocker, but that's pure noise.
The real reasons US stocks are lagging:
1. US starting valuations are/were way too high.
2. AI is terrible for existing entrenched US monopolies.
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RT @orrdavid: Common narrative:
US stocks are lagging global stocks because of politics. It shouldn't be a shocker, but that's pure noise.
The real reasons US stocks are lagging:
1. US starting valuations are/were way too high.
2. AI is terrible for existing entrenched US monopolies.
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Michael Fritzell (Asian Century Stocks)
RT @IJW121: GPT is still king for research IMO.
-Claude gets basic stuff wrong on a regular basis and doesn't think deeply enough
-Gemini suffers from serious confirmation bias. Bends it answers way too much towards what it thinks you want to hear
-GPT actually pushes back and thinks deeply.
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RT @IJW121: GPT is still king for research IMO.
-Claude gets basic stuff wrong on a regular basis and doesn't think deeply enough
-Gemini suffers from serious confirmation bias. Bends it answers way too much towards what it thinks you want to hear
-GPT actually pushes back and thinks deeply.
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Michael Fritzell (Asian Century Stocks)
Narrative violation https://t.co/oWT1RxXPVM
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Narrative violation https://t.co/oWT1RxXPVM
Index providers and exchanges? You’d think they should have network effects tweet