The Transcript
RT @TheTranscript_: $AMZN CFO: "Advertising revenue grew 22% in the fourth quarter, and we added over $12 billion of incremental revenue in 2025 alone as our full funnel advertising approach of connecting brands with customers is resonating, simplifying the advertiser experience to enable brands to better reach customers wherever they are."
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Michael Fritzell (Asian Century Stocks)
👀

@MikeFritzell I was in Tokyo’s watch town the other day and it was thriving. Well assessed - Rouleur Capital
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God of Prompt
I've written 500 articles, 23 whitepapers, and 3 ebooks using Claude over 2 years, and these 10 prompts are the ONLY ones I actually use anymore because they handle 90% of professional writing better than any human editor I've worked with and cost me $0.02 per 1000 words: 👇 https://t.co/Yx6MCNdLbr
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Brady Long
🚨 Chinese researchers just published a paper that destroys every AI agent startup pitch deck.

It's called ROME + ALE, and it exposes why every "AI agent company" you've heard of is building on quicksand.

Here's what nobody's talking about: https://t.co/cmx0AP9OJN
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Michael Fritzell (Asian Century Stocks)
RT @GdiGiulio_: @ClarkSquareCap $FIH Fairfax India at ~80% of reported BV, probably ~50% of a growing FV.
https://t.co/Do6hoBdPV0

Fairfax India $FIH.U $FIH-U.TO is an investment HoldCo focused on Indian public and private businesses (equities and debt). Parent co is Fairfax Financial $FFH, led by Prem Watsa. His son Ben Watsa is chairman of FIH.
📷 - Giovanni Digiulio
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Javier Blas
RT @SStapczynski: Will China's coal production hit another record this year? 🇨🇳🪨

China’s main coal industry body warns that imports may fall if Indonesia moves to restrict shipments

They see production hitting a record 4.86 billion tons in 2026, but could go higher if imports drop sharply https://t.co/bQ4ZqgNzFd
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Michael Fritzell (Asian Century Stocks)
RT @crudechronicle: Another one bites the dust
$VAL and $RIG https://t.co/9Xaj9r24Mp
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Dimitry Nakhla | Babylon Capital®
Ferrari $RACE Q4 2025 Report 🗓️

✅ REV: €1.80B (+4% YoY)
✅ EPS: €2.14 (0% YoY)

💵 Q4 FCF €321M +45% YoY
💵 FY FCF €1.54B +50% YoY https://t.co/g8CjjpeaHK
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Jukan
Morgan Stanley expects 70,000 NVIDIA Rubin racks to ship next year, and models that the KV-cache SSDs and ICMS consumed by these Rubin racks alone will account for 13% of total global NAND demand next year.

$SNDK
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The Transcript
RT @TheTranscript_: Tuesday's earnings

Before Open: $KO $SPOT $DDOG $CVS $BP $RACE $SPGI $HAS $DUK $MAR $OSCR $AZN $FISV
After Close: $HOOD $ALAB $F $LYFT $NET $AEIS $EW $UPST $ZG $GXO $AIG $GILD $MAT https://t.co/IdG6NoIR5T
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