Offshore
Photo
Michael Fritzell (Asian Century Stocks)
There’s been proliferation of AI generated content on Substack, too, but it tends not to be very good
tweet
There’s been proliferation of AI generated content on Substack, too, but it tends not to be very good
The past year has seen an explosion in coding productivity @FT https://t.co/XhcrqLkxzv tweet
Offshore
Photo
The Transcript
RT @TheTranscript_: Alphabet CBO: "For FY 2025, our YouTube's annual revenue surpassed $60B across ads and subscriptions. In Q4, YouTube ads was driven, indeed, by strong growth and direct response." $GOOG $GOOGL https://t.co/oB5gWSIFmX
tweet
RT @TheTranscript_: Alphabet CBO: "For FY 2025, our YouTube's annual revenue surpassed $60B across ads and subscriptions. In Q4, YouTube ads was driven, indeed, by strong growth and direct response." $GOOG $GOOGL https://t.co/oB5gWSIFmX
tweet
Offshore
Photo
Jukan
* Reuters: Intel told customers in China that lead times for its server CPUs could be as long as six months.
* Reuters: Intel raised prices for server CPUs sold to China by 10%.
* Reuters: AMD said lead times for some of its products have extended to 8–10 weeks.
$AMD $INTC https://t.co/T0i9NrwXNH
tweet
* Reuters: Intel told customers in China that lead times for its server CPUs could be as long as six months.
* Reuters: Intel raised prices for server CPUs sold to China by 10%.
* Reuters: AMD said lead times for some of its products have extended to 8–10 weeks.
$AMD $INTC https://t.co/T0i9NrwXNH
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
Key point from that Bloomberg article about Minal Bathwal: read Kahneman's book https://t.co/31AlkJvzCB
tweet
Key point from that Bloomberg article about Minal Bathwal: read Kahneman's book https://t.co/31AlkJvzCB
tweet
Offshore
Photo
App Economy Insights
RT @EconomyApp: $AMZN Amazon Q4 FY25:
• Revenue +14% Y/Y to $213.4B ($2.2B beat).
• Operating margin 12% (+0.4pp Y/Y).
• EPS $1.95 ($0.01 miss).
• Q1 FY26 rev guide: +11%–15% Y/Y.
☁️ AWS:
• Revenue +24% Y/Y to $35.6B.
• Operating margin 35% (-2pp Y/Y). https://t.co/169cUDweIt
tweet
RT @EconomyApp: $AMZN Amazon Q4 FY25:
• Revenue +14% Y/Y to $213.4B ($2.2B beat).
• Operating margin 12% (+0.4pp Y/Y).
• EPS $1.95 ($0.01 miss).
• Q1 FY26 rev guide: +11%–15% Y/Y.
☁️ AWS:
• Revenue +24% Y/Y to $35.6B.
• Operating margin 35% (-2pp Y/Y). https://t.co/169cUDweIt
tweet
Offshore
Photo
Javier Blas
Global electricity demand will increase at an annual rate of 3.6% from 2026 to 2030, the @IEA says in new forecast. Importantly, "although coal generation is set to lose ground globally, it remains the single largest source of electricity in 2030."
https://t.co/7kxaUjO0RZ
tweet
Global electricity demand will increase at an annual rate of 3.6% from 2026 to 2030, the @IEA says in new forecast. Importantly, "although coal generation is set to lose ground globally, it remains the single largest source of electricity in 2030."
https://t.co/7kxaUjO0RZ
tweet
The Transcript
RT @TheTranscript_: The Google cash machine
"We generated record operating cash flow of $52.4B in the Q4 and $164.7B for the full year... free cash flow of $73.3B for the full year.” - Alphabet CFO
$GOOG $GOOGL
tweet
RT @TheTranscript_: The Google cash machine
"We generated record operating cash flow of $52.4B in the Q4 and $164.7B for the full year... free cash flow of $73.3B for the full year.” - Alphabet CFO
$GOOG $GOOGL
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
But I guess these morons who have been attacking me all week know better, right. Good luck!
https://t.co/asm6sZ4Q9U
tweet
Carson Block: "Are the financials honest? No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent."
But I guess these morons who have been attacking me all week know better, right. Good luck!
https://t.co/asm6sZ4Q9U
tweet