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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Chips & SaaS
RT @MichaelKovrig: CCP slavery: UN experts warn that forced labour involving Uyghurs, Tibetans, and other minorities in China may amount to enslavement. Under state labour transfer schemes sold as poverty relief and training, people are subjected to surveillance, threats, and punishment with no real ability to refuse, quit, or go home. What’s more, goods produced under this coercion continue to enter global supply chains via third countries.
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RT @MichaelKovrig: CCP slavery: UN experts warn that forced labour involving Uyghurs, Tibetans, and other minorities in China may amount to enslavement. Under state labour transfer schemes sold as poverty relief and training, people are subjected to surveillance, threats, and punishment with no real ability to refuse, quit, or go home. What’s more, goods produced under this coercion continue to enter global supply chains via third countries.
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Jukan
Nvidia’s exports of the H200 to China have received approval from the U.S. Department of Commerce, but they’re still being delayed as they undergo review by the U.S. State Department. https://t.co/bm9kdzPdgV
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Nvidia’s exports of the H200 to China have received approval from the U.S. Department of Commerce, but they’re still being delayed as they undergo review by the U.S. State Department. https://t.co/bm9kdzPdgV
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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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God of Prompt
I added this to my custom instructions and I love Claude's improved reasoning
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I added this to my custom instructions and I love Claude's improved reasoning
Add this to your claude's preferences and thank me later https://t.co/3DHUrmnVRY tweet
God of Prompt
RT @rryssf_: Instead of watching a 2-hour movie, read this masterclass on building slides with Lovable!
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RT @rryssf_: Instead of watching a 2-hour movie, read this masterclass on building slides with Lovable!
https://t.co/YJR9EALjJ5 tweet
X (formerly Twitter)
Arman Hezarkhani (@ArmanHezarkhani) on X
The Complete Guide: Lovable for Slide Decks
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God of Prompt
RT @rryssf_: This AI prompt thinks like the guy who manages $124 billion.
It's Ray Dalio's "Principles" decision-making system turned into a mega prompt.
I used it to evaluate 15 startup ideas. Killed 13. The 2 survivors became my best work.
Here's the prompt you can steal ↓ https://t.co/Y29bdY84u2
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RT @rryssf_: This AI prompt thinks like the guy who manages $124 billion.
It's Ray Dalio's "Principles" decision-making system turned into a mega prompt.
I used it to evaluate 15 startup ideas. Killed 13. The 2 survivors became my best work.
Here's the prompt you can steal ↓ https://t.co/Y29bdY84u2
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Michael Fritzell (Asian Century Stocks)
RT @rich_toad: January 2022, I called Fred Liu @HaydenCapital: I told him I quit my hedge fund analyst job without anything lined up. Fred asked me: “so you gonna try another buy side seat or pursue entrepreneurship?” I said, “the latter.” The rest is history. Great to catch up, brother!
By the way, Fred is looking for an intern based in Los Angeles (open to remote for exceptional talent) to help with special projects, including building AI-driven research workflows. You’ll also get to learn directly from him for free.
I’ve known Fred for eight years. If you get the chance to work with him, you’re very lucky.
DM me for details.
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RT @rich_toad: January 2022, I called Fred Liu @HaydenCapital: I told him I quit my hedge fund analyst job without anything lined up. Fred asked me: “so you gonna try another buy side seat or pursue entrepreneurship?” I said, “the latter.” The rest is history. Great to catch up, brother!
By the way, Fred is looking for an intern based in Los Angeles (open to remote for exceptional talent) to help with special projects, including building AI-driven research workflows. You’ll also get to learn directly from him for free.
I’ve known Fred for eight years. If you get the chance to work with him, you’re very lucky.
DM me for details.
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