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Michael Fritzell (Asian Century Stocks)
The weekly updates from BuySide Digest are fantastic. Sign up here:
https://t.co/r0EwHmMo1n
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The weekly updates from BuySide Digest are fantastic. Sign up here:
https://t.co/r0EwHmMo1n
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Jukan
Goldman Sachs put out a really excellent report. I especially liked how they laid out, with solid modeling, the argument that even in an extreme scenario where demand destruction hits smartphones and PCs, server demand would absorb the impact.
That said… what surprised me was that they downgraded Micron with a $235 price target. They basically said a large part of the positives is already priced in, which I found quite unexpected.
$MU
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Goldman Sachs put out a really excellent report. I especially liked how they laid out, with solid modeling, the argument that even in an extreme scenario where demand destruction hits smartphones and PCs, server demand would absorb the impact.
That said… what surprised me was that they downgraded Micron with a $235 price target. They basically said a large part of the positives is already priced in, which I found quite unexpected.
$MU
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Michael Fritzell (Asian Century Stocks)
RT @capitalemployed: Great accounts to follow for Japanese small cap ideas, with stocks they've recently mentioned... 🇯🇵
@japan_cap 👇
- 7399.T Nanshin – Downward revision but undervalued at 0.34x P/B.
- 4624.T Isamu Paint – Strong Q3 progress, 0.44x P/B.
- 3773.T Advance Media – Q3 OP up 70.6% QoQ.
- 4224.T Lonseal – 42.1% YoY OP growth, 0.47x P/B.
@JapanDeepValue1 👇
- 2962.T – Micro cap with advanced TGV drilling tech, $30M market cap.
- 4704.T Trend Micro – Cheap at 8x EV/EBITDA, 30% net cash, potential takeout.
@JCVpartners 👇
- 7732.T Topcon – Privatization speculation.
- 7201.T Nissan – PB ratio lower than TEPCO's.
- 9501.T TEPCO) – Compared to Nissan on valuation.
- 7974.T Nintendo – Switch 2 speculation.
- 3382.T Seven & i – Resisting takeover, targeting sales double.
@japan_guru_x 👇
- 9861.T Yoshinoya – Ramen shop roll-up play.
- 3197.T Skylark – Impacted by ingredient inflation.
- 5401.T Nippon Steel – Potential divestment of Osaka Steel.
- 5449.T Osaka Steel – As part of Nippon Steel divestment.
@TeddyOkuyama 👇
- 4320.T CE Holdings – SaaS in hospital EMR, 5x EV/EBIT.
- 3733.T Software Service – Defensive compounder in EMR.
- 5621.T Human Technologies – Temp staffing, price-sensitive SMB focus.
- 5138.T Rebase – Space rental platform with strong margins.
@altaycapital 👇
- 4624.T Isamu Paint : Highlighted conservative management - Q3 results ahead of guidance but no revision (implying unlikely Q4 loss given historical consistency).
- 7826.T Furuya Metal : Massive forecast raise (revenue +37.5%, OP +65%, net +83%). Niche precious-metals leader for electronics/data centers.
- 9312.T (Keihin): Earnings revision up + dividend hike (¥80 → ¥100). Still cheap despite gains (net cash, warehouse assets undervalued).
- 2612.T (Kadoya): New higher payout ratio/dividend policy (potential 30%+ boost).
- 7999.T (Mutoh Holdings): Tender offer at 157% premium (¥2,980 → ¥7,626). Typical deep value net-net with massive net cash; strategic acquisition.
@hiroki1379 👇
- 7192.T (Mortgage Service Japan): Up 15% on guidance revision and dividend hike; current yield 4.8%, PER 8x. Still cheap amid solid performance in housing finance and insurance.
- 5187.T (Create Medic): Jan 2026 dividend revision (37→45 yen), yield 4.1%; good returns including 2.5% share buyback last year.
- 5304.T (SEC Carbon): Net-net with 4%+ dividend; super-niche in carbon products, positive macro for turnaround.
Give all these guys a follow.
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RT @capitalemployed: Great accounts to follow for Japanese small cap ideas, with stocks they've recently mentioned... 🇯🇵
@japan_cap 👇
- 7399.T Nanshin – Downward revision but undervalued at 0.34x P/B.
- 4624.T Isamu Paint – Strong Q3 progress, 0.44x P/B.
- 3773.T Advance Media – Q3 OP up 70.6% QoQ.
- 4224.T Lonseal – 42.1% YoY OP growth, 0.47x P/B.
@JapanDeepValue1 👇
- 2962.T – Micro cap with advanced TGV drilling tech, $30M market cap.
- 4704.T Trend Micro – Cheap at 8x EV/EBITDA, 30% net cash, potential takeout.
@JCVpartners 👇
- 7732.T Topcon – Privatization speculation.
- 7201.T Nissan – PB ratio lower than TEPCO's.
- 9501.T TEPCO) – Compared to Nissan on valuation.
- 7974.T Nintendo – Switch 2 speculation.
- 3382.T Seven & i – Resisting takeover, targeting sales double.
@japan_guru_x 👇
- 9861.T Yoshinoya – Ramen shop roll-up play.
- 3197.T Skylark – Impacted by ingredient inflation.
- 5401.T Nippon Steel – Potential divestment of Osaka Steel.
- 5449.T Osaka Steel – As part of Nippon Steel divestment.
@TeddyOkuyama 👇
- 4320.T CE Holdings – SaaS in hospital EMR, 5x EV/EBIT.
- 3733.T Software Service – Defensive compounder in EMR.
- 5621.T Human Technologies – Temp staffing, price-sensitive SMB focus.
- 5138.T Rebase – Space rental platform with strong margins.
@altaycapital 👇
- 4624.T Isamu Paint : Highlighted conservative management - Q3 results ahead of guidance but no revision (implying unlikely Q4 loss given historical consistency).
- 7826.T Furuya Metal : Massive forecast raise (revenue +37.5%, OP +65%, net +83%). Niche precious-metals leader for electronics/data centers.
- 9312.T (Keihin): Earnings revision up + dividend hike (¥80 → ¥100). Still cheap despite gains (net cash, warehouse assets undervalued).
- 2612.T (Kadoya): New higher payout ratio/dividend policy (potential 30%+ boost).
- 7999.T (Mutoh Holdings): Tender offer at 157% premium (¥2,980 → ¥7,626). Typical deep value net-net with massive net cash; strategic acquisition.
@hiroki1379 👇
- 7192.T (Mortgage Service Japan): Up 15% on guidance revision and dividend hike; current yield 4.8%, PER 8x. Still cheap amid solid performance in housing finance and insurance.
- 5187.T (Create Medic): Jan 2026 dividend revision (37→45 yen), yield 4.1%; good returns including 2.5% share buyback last year.
- 5304.T (SEC Carbon): Net-net with 4%+ dividend; super-niche in carbon products, positive macro for turnaround.
Give all these guys a follow.
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Offshore
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Brady Long
RT @thisguyknowsai: Non-technical CEO when CTO says “I think what we’re building is too complex for vibecoding. But I got it.” https://t.co/Td8rqAGjjn
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RT @thisguyknowsai: Non-technical CEO when CTO says “I think what we’re building is too complex for vibecoding. But I got it.” https://t.co/Td8rqAGjjn
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The Transcript
RT @TheTranscript_: $MSFT CTO: AI shifts bottlenecks from code creation to review and judgment
“You can produce a lot of code… there’s nothing to say that it’s good code… review is a bottleneck..people need to really make sure that they're not getting confused between activity and progress."
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RT @TheTranscript_: $MSFT CTO: AI shifts bottlenecks from code creation to review and judgment
“You can produce a lot of code… there’s nothing to say that it’s good code… review is a bottleneck..people need to really make sure that they're not getting confused between activity and progress."
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Offshore
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God of Prompt
RT @alex_prompter: my friend just sent me his “AI setup” and i don’t have the heart to tell him
bro bought 6 Mac Minis because a YouTube video said he needs “local inference for agents”
he doesn’t even know what inference means 😭 https://t.co/CbpSpRsiyQ
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RT @alex_prompter: my friend just sent me his “AI setup” and i don’t have the heart to tell him
bro bought 6 Mac Minis because a YouTube video said he needs “local inference for agents”
he doesn’t even know what inference means 😭 https://t.co/CbpSpRsiyQ
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 tweet
Michael Fritzell (Asian Century Stocks)
RT @fchollet: Back in 2023 everybody was telling me "no one uses Google search anymore, it's over"
From 2023 to 2025, Google search query volume has grown 61% to 5T/year, and search revenue has grown 28% to $225B (56% of Google's revenue)
The track record of Twitter pundits predicting AI disruption has been abysmal
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RT @fchollet: Back in 2023 everybody was telling me "no one uses Google search anymore, it's over"
From 2023 to 2025, Google search query volume has grown 61% to 5T/year, and search revenue has grown 28% to $225B (56% of Google's revenue)
The track record of Twitter pundits predicting AI disruption has been abysmal
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Illiquid
Furukawa v Fujikura was my Super Bowl
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Furukawa v Fujikura was my Super Bowl
type of guy who’s way more excited about Takaichi winning than the Super Bowl tweet
X (formerly Twitter)
Citrini (@Citrini7) on X
type of guy who’s way more excited about Takaichi winning than the Super Bowl
Offshore
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Illiquid
Limit up today. Just crazy action everywhere.
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Limit up today. Just crazy action everywhere.
Furuya Metal (7826.T) is a niche precious-metals tech leader, critical „pick and shovel“ inputs for electronics & data centers.
One of the few global specialists that can refine and process iridium & ruthenium. Market shares up to 90% in niches. Targets near-3x revenue by 2030. https://t.co/x6B23zVak3 tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
RT @kos_data: 🇷🇺 Russian President Putin net approval rating in Europe:
Only fans:
🇷🇸 Serbia: 37
Top haters:
🇺🇦 Ukraine: -98
🇩🇰 Denmark: -94
🇸🇪 Sweden: -94
(Poll: Gallup International) https://t.co/RotlyhIDzc
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RT @kos_data: 🇷🇺 Russian President Putin net approval rating in Europe:
Only fans:
🇷🇸 Serbia: 37
Top haters:
🇺🇦 Ukraine: -98
🇩🇰 Denmark: -94
🇸🇪 Sweden: -94
(Poll: Gallup International) https://t.co/RotlyhIDzc
🇺🇸 US President Trump net approval rating in Europe:
Top fans:
🇽🇰 Kosovo: 27
🇷🇴 Romania: 11
🇲🇩 Moldova: 10
🇲🇰 N.Macedonia: 2
Top haters:
🇩🇰 Denmark: -84
🇸🇪 Sweden: -80
🇳🇴 Norway: -79
(Poll: Gallup International) https://t.co/XCAXSStNBt tweet