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App Economy Insights
RT @EconomyApp: $GOOG Alphabet Q4 FY25:
• Revenue +18% Y/Y to $113.8B ($2.3B beat).
• Operating margin 32% (-1pp Y/Y).
• EPS $2.82 ($0.18 beat).
☁️ Google Cloud:
• Revenue +48% Y/Y to $17.7B.
• Operating margin 30% (+13pp Y/Y).
▶️ YouTube ads +9% to $11.4B. https://t.co/sZ1VUMGzAd
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RT @EconomyApp: $GOOG Alphabet Q4 FY25:
• Revenue +18% Y/Y to $113.8B ($2.3B beat).
• Operating margin 32% (-1pp Y/Y).
• EPS $2.82 ($0.18 beat).
☁️ Google Cloud:
• Revenue +48% Y/Y to $17.7B.
• Operating margin 30% (+13pp Y/Y).
▶️ YouTube ads +9% to $11.4B. https://t.co/sZ1VUMGzAd
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Jukan
Suddenly a bunch of people are sliding into my DMs asking about this, but honestly, there’s no need to worry too much.
HP and Dell have already repeatedly told their sell-side partners in meetings that they’re going to use Chinese-made memory in their “consumer-grade” products. This isn’t some secret—anyone who’s supposed to know already knows.
As long as it doesn’t go into AI servers, it’s perfectly fine.
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Suddenly a bunch of people are sliding into my DMs asking about this, but honestly, there’s no need to worry too much.
HP and Dell have already repeatedly told their sell-side partners in meetings that they’re going to use Chinese-made memory in their “consumer-grade” products. This isn’t some secret—anyone who’s supposed to know already knows.
As long as it doesn’t go into AI servers, it’s perfectly fine.
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Michael Fritzell (Asian Century Stocks)
I like this one... no idea why they get all the contracts, but they'll benefit from the Long Thanh Airport opening in 2026. Phillip Securities offers access to Vietnam.
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I like this one... no idea why they get all the contracts, but they'll benefit from the Long Thanh Airport opening in 2026. Phillip Securities offers access to Vietnam.
We initiate coverage of Taseco Air Services (AST VN), a non-aviation services provider (pureplay on tourism in Vietnam) trading at <11x PE, with a 48% ROCE and >6% dividend yield. https://t.co/KpaRdgbQUn tweet
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Jukan
"On top of that, we know that the vast majority of the new capacity will be prioritized to Chinese companies like Huawei and Lenovo, which would leave not much of the capacity for the rest of us."
Even if Dell and HP wanted to use Chinese-made memory, I’m skeptical they’d be able to secure enough supply.
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"On top of that, we know that the vast majority of the new capacity will be prioritized to Chinese companies like Huawei and Lenovo, which would leave not much of the capacity for the rest of us."
Even if Dell and HP wanted to use Chinese-made memory, I’m skeptical they’d be able to secure enough supply.
Suddenly a bunch of people are sliding into my DMs asking about this, but honestly, there’s no need to worry too much.
HP and Dell have already repeatedly told their sell-side partners in meetings that they’re going to use Chinese-made memory in their “consumer-grade” products. This isn’t some secret—anyone who’s supposed to know already knows.
As long as it doesn’t go into AI servers, it’s perfectly fine. tweet
Michael Fritzell (Asian Century Stocks)
How gen AI has affected my little publication:
- Better lead generation by asking LLMs about insider txn and related catalysts
- Better understanding of the firm accounts and local news stories thru NotebookLM
- Close to zero spelling mistakes via Grammarly
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How gen AI has affected my little publication:
- Better lead generation by asking LLMs about insider txn and related catalysts
- Better understanding of the firm accounts and local news stories thru NotebookLM
- Close to zero spelling mistakes via Grammarly
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Michael Fritzell (Asian Century Stocks)
RT @TweetThreatNews: Nearly 700,000 Substack user records were scraped in late 2025, exposing names, emails, phones, user and Stripe IDs, profile pics, bios, account dates, and social handles. The breach was quickly patched. #DataBreach #SubstackLeak #USA
https://t.co/ElcGxjObMF
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RT @TweetThreatNews: Nearly 700,000 Substack user records were scraped in late 2025, exposing names, emails, phones, user and Stripe IDs, profile pics, bios, account dates, and social handles. The breach was quickly patched. #DataBreach #SubstackLeak #USA
https://t.co/ElcGxjObMF
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Jukan
RT @kwharrison13: The annual Contrary Research Tech Trends Report is here.
350+ slides on everything from computational intelligence to lunar bases to breakthroughs in biologics to AVs revolutionizing land use to the loneliness epidemic and so much more.
Full report in reply.
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RT @kwharrison13: The annual Contrary Research Tech Trends Report is here.
350+ slides on everything from computational intelligence to lunar bases to breakthroughs in biologics to AVs revolutionizing land use to the loneliness epidemic and so much more.
Full report in reply.
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