Jukan
A senior Samsung Electronics official said in an interview with the Korean media, “From the perspective of memory makers as well, it is not desirable in the long run for the surge in memory prices to become excessively severe and for supply shortages to persist for an extended period.” The official added, “If we look at it from the standpoint of the electronics and IT industry evolving into an ecosystem where growth demand continues to emerge steadily while maintaining the current level of technological advancement, then whether one calls it a bubble or an abnormal signal, there needs to be an opportunity to moderate the pace.”
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Michael Fritzell (Asian Century Stocks)
RT @AmsterdamStocks: The most one-sided risk/reward in Japan right now?

Densan $3640.T

I see a structural metamorphosis. With a 359% YoY profit surge and trading at just ~1.8x NTM EV/EBIT, you are buying the Japanese municipal cloud infrastructure https://t.co/vUbsTtR9yG
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Moon Dev
you missed clawbot

we had a crazy clawbot zoom today

if you missed it you can still get the full replay

join tomorrows private zoom and get the replay plus the free api key and quant app

join here https://t.co/JbJdIbW2p9

moon
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God of Prompt
RT @alex_prompter: OpenClaw broke the internet

But you DON'T need to setup any servers to use it

Here's the easiest way to run OpenClaw on a website

No Mac Minis required https://t.co/6xspOtHaxT
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Brady Long
We’re so cooked https://t.co/r0MWtHj5FF
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Illiquid
This explains why we've been getting questions about $ats

We put out a Core Research article ~6 weeks ago highlighting the logic behind the imminent ABF bottleneck, while calling out AT&S $ATS and some of the other key beneficiaries.

Those who listened then would be up +66% by now. https://t.co/8MD0qRfVgE - SemiAnalysis
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Jukan
Hot take: By late this year, when Rubin rolls out, memory makers might actually generate more revenue from SSDs than from DRAM. SSDs probably won’t become more important than DRAM, but I think SSD supply could end up tighter than DRAM supply.
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Moon Dev
Beyond ARIMA: Building the Hybrid LSTM-CNN "Brain" for Autonomous Bitcoin Trading
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God of Prompt
RT @godofprompt: I reverse-engineered the actual prompting frameworks that top AI labs use internally.

Not the fluff you see on Twitter.

The real shit that turns vague inputs into precise, structured outputs.

Spent 3 weeks reading OpenAI's model cards, Anthropic's constitutional AI papers, and leaked internal prompt libraries.

Here's what actually moves the needle:
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Jukan
Honestly, lately when I look at the operating profit estimates for Samsung and SK Hynix coming out from sell-side analysts, it feels like they’re not fully reflecting the SSD price increases.

Anyway, it’s basically a done deal that both Samsung and Hynix are going to make an absolute ton of money this year.

Among the current numbers floating around, the median seems to be this KB Securities forecast, and according to it, Samsung’s operating profit in 2026 would rank as the 6th highest in the world.
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Michael Fritzell (Asian Century Stocks)
RT @firstadopter: What outlet was first to publish the misleading narrative that Anthropic's super limited, basic legal plugin is a game changer that may disrupt all software without even doing any research on it and then sparking widespread investor panic?

We should call them out and shame them.
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Clark Square Capital
RT @capitalemployed: 20 accounts definitely worth following for ‘off-the-beaten-path’ ideas, especially smaller companies…

(Let us know who else we should be following).

@MicroCapValue (neglected microcaps)
@41investments (quality growth)
@Leevalueroach (deep value microcaps)
@Ragingbullcap (value/special sits)
@SimeonResearch_ (growth)
@GarpandChill (compounders)
@Altaycapital (Japanese small caps)
@CayucosCapital (value)
@SutjeSH (European small caps)
@Sophoninvest (compounders/special sits)
@InvestInJapan (Japanese small caps)
@Augustusville (European smid caps)
@David_katunaric (microcaps)
@ClarkSquareCap (special sits/small cap quality)
@Shot_change (quality European)
@DaBao_ (Asian equities)
@Wusatiuk (value/mix)
@MikeFritzell (Asian value/growth)
@Finance_schmidt (microcaps)
@Kreuzmann13 (microcaps)
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