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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
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Michael Fritzell (Asian Century Stocks)
What this moron doesn't understand is that there is value in spending time on stocks that are beaten down. That's how you find stocks with serious upside. Most of the time, I don't invest. Here's my personal performance, happy to provide an audit if you'd like. https://t.co/63tYEnxWWx
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What this moron doesn't understand is that there is value in spending time on stocks that are beaten down. That's how you find stocks with serious upside. Most of the time, I don't invest. Here's my personal performance, happy to provide an audit if you'd like. https://t.co/63tYEnxWWx
Please, someone teach me how to be this good at being this bad. https://t.co/gOH9RFZqBA tweet
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Chips & SaaS
RT @balajis: When Xi visited San Francisco, they knew what to do.
Democrats rolled out the red carpet for Communists. And kept their violent drug-addicted pets far away.
So: the poor American citizens are at the mercy of Democrat machetes. But the key Communist leaders have total immunity. https://t.co/73wN6kzQhY
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RT @balajis: When Xi visited San Francisco, they knew what to do.
Democrats rolled out the red carpet for Communists. And kept their violent drug-addicted pets far away.
So: the poor American citizens are at the mercy of Democrat machetes. But the key Communist leaders have total immunity. https://t.co/73wN6kzQhY
My latest column: For years, a man w/ a machete has wreaked havoc in Jefferson Sq Park. 50 interactions w/ police since 2014, 2 restraining orders, many cycles of jail, treatment, diversion. Neighbors worry things will escalate. SF doesn’t know what to do. https://t.co/qmsVsmgaSz tweet