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
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Michael Fritzell (Asian Century Stocks)
Nintendo and Sony both down due to high DRAM prices. There will be a trade here, only question is when https://t.co/CXAgBiNjAr
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Nintendo and Sony both down due to high DRAM prices. There will be a trade here, only question is when https://t.co/CXAgBiNjAr
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Chips & SaaS
RT @mrbcyber: China may have 10 million bots operating on X. These bots regularly harass critics of the CCP, even using death threats
The sheer number of these bots means they can seriously disrupt activity critical of the party. X is working on the problem, per article👇 https://t.co/0v9xJvlI8e
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RT @mrbcyber: China may have 10 million bots operating on X. These bots regularly harass critics of the CCP, even using death threats
The sheer number of these bots means they can seriously disrupt activity critical of the party. X is working on the problem, per article👇 https://t.co/0v9xJvlI8e
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Michael Fritzell (Asian Century Stocks)
The biggest takeaway from the book is how competitive chip design is. Just incredibly competitive. Nvidia managed to break out of it through CUDA, but still.
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The biggest takeaway from the book is how competitive chip design is. Just incredibly competitive. Nvidia managed to break out of it through CUDA, but still.
Fantastic book on Nvidia. Very well written. tweet
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Michael Fritzell (Asian Century Stocks) (@MikeFritzell) on X
Fantastic book on Nvidia. Very well written.
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Chips & SaaS
RT @jenniferzeng97: 🚨Guess where all the discounted oil from Venezuela and Iran went? To Xi's family—or specifically, to his sister Qi Qiaoqiao!
😿The original whistleblower, Canadian writer @ShengXue_ca, had to urgently delete her post. She didn't say why, but I believe she was threatened.
👇As a matter of fact, I deleted it too after posting. After careful consideration, I decided to re-post it. See my article below for more details.
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RT @jenniferzeng97: 🚨Guess where all the discounted oil from Venezuela and Iran went? To Xi's family—or specifically, to his sister Qi Qiaoqiao!
😿The original whistleblower, Canadian writer @ShengXue_ca, had to urgently delete her post. She didn't say why, but I believe she was threatened.
👇As a matter of fact, I deleted it too after posting. After careful consideration, I decided to re-post it. See my article below for more details.
https://t.co/Wn2UhiBu8b tweet
Michael Fritzell (Asian Century Stocks)
RT @TiehackCapital: @MikeFritzell Completion of upgrades and re-occupation of marquee asset in Tokyo, and family-led MBO/takeout. Properties may be worth 2-3x current equity value + half mc in cash + securities. Family may facing big inheritance tax since passing of Kazuhiko.
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RT @TiehackCapital: @MikeFritzell Completion of upgrades and re-occupation of marquee asset in Tokyo, and family-led MBO/takeout. Properties may be worth 2-3x current equity value + half mc in cash + securities. Family may facing big inheritance tax since passing of Kazuhiko.
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