Offshore
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Michael Fritzell (Asian Century Stocks)
This process is time consuming but can be helpful:
1. Create a deep research report thru ChatGPT 5.2 Thinking
2. Upload it into NotebookLM
3. Click generate slide deck, with custom instructions if you want https://t.co/8t0XgtwKJe
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This process is time consuming but can be helpful:
1. Create a deep research report thru ChatGPT 5.2 Thinking
2. Upload it into NotebookLM
3. Click generate slide deck, with custom instructions if you want https://t.co/8t0XgtwKJe
tweet
Michael Fritzell (Asian Century Stocks)
The people have spoken. Thank you!
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The people have spoken. Thank you!
What's a headline for the emails sent out as weekly updates?
- Weekly update
- This week in Asia
- Other (specify)
- Article name (eg Myopia) tweet
X (formerly Twitter)
Michael Fritzell (Asian Century Stocks) (@MikeFritzell) on X
What's a headline for the emails sent out as weekly updates?
Offshore
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God of Prompt
tbh learn n8n before using openclaw
1/ you’ll learn how automations
work
2/ you’ll realize most of your tasks are linear and simple
3/ you’ll finally see WHY you need / don’t need openclaw
save yourself the money and learn.
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tbh learn n8n before using openclaw
1/ you’ll learn how automations
work
2/ you’ll realize most of your tasks are linear and simple
3/ you’ll finally see WHY you need / don’t need openclaw
save yourself the money and learn.
creating ads for clients on autopilot
> simple form
> n8n worklow
> nano banana API
added this to my n8n automations bundle! https://t.co/dyPbWqMS5l tweet
God of Prompt
The longer you wait to jump into AI, the bigger the gap between you and early adopters.
Not because AI gets harder. Because it gets easier.
More seamless. More plug-and-play. More black box.
Right now you can still see how it works under the hood. Context engineering. Open-source models. Building your own workflows in n8n.
Early internet users who configured dial-up and navigated BBS boards didn’t just understand networking better.
They became the founders, CTOs, and architects who built the companies everyone else ended up working for.
The people who understood HTTP, DNS, and FTP in 1995 weren’t just “tech savvy.”
They were the ones who saw ecommerce, SaaS, and cloud infrastructure coming before those words even existed.
The same thing is happening with AI right now.
The people tinkering with prompts, agents, and open-source models today aren’t wasting time on tools that’ll feel primitive in 5 years.
They’re building the intuition that lets them architect what comes next.
The DIY window doesn’t stay open forever.
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The longer you wait to jump into AI, the bigger the gap between you and early adopters.
Not because AI gets harder. Because it gets easier.
More seamless. More plug-and-play. More black box.
Right now you can still see how it works under the hood. Context engineering. Open-source models. Building your own workflows in n8n.
Early internet users who configured dial-up and navigated BBS boards didn’t just understand networking better.
They became the founders, CTOs, and architects who built the companies everyone else ended up working for.
The people who understood HTTP, DNS, and FTP in 1995 weren’t just “tech savvy.”
They were the ones who saw ecommerce, SaaS, and cloud infrastructure coming before those words even existed.
The same thing is happening with AI right now.
The people tinkering with prompts, agents, and open-source models today aren’t wasting time on tools that’ll feel primitive in 5 years.
They’re building the intuition that lets them architect what comes next.
The DIY window doesn’t stay open forever.
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Moon Dev
missed openclaw for tradingview
you missed the private stream today where we went over openclaw for tradingview
dont worry you can still get the full replay
grab a ticket for tomorrows stream and youll get access
dont miss this https://t.co/JbJdIbW2p9
moon dev
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missed openclaw for tradingview
you missed the private stream today where we went over openclaw for tradingview
dont worry you can still get the full replay
grab a ticket for tomorrows stream and youll get access
dont miss this https://t.co/JbJdIbW2p9
moon dev
tweet
X (formerly Twitter)
Moon Dev (@MoonDevOnYT) on X
missed openclaw for tradingview
you missed the private stream today where we went over openclaw for tradingview
dont worry you can still get the full replay
grab a ticket for tomorrows stream and youll get access
dont miss this https://t.co/JbJdIbW2p9…
you missed the private stream today where we went over openclaw for tradingview
dont worry you can still get the full replay
grab a ticket for tomorrows stream and youll get access
dont miss this https://t.co/JbJdIbW2p9…
Michael Fritzell (Asian Century Stocks)
RT @atelicinvest: At this point a vibe coded project prob has higher market impact than a Spruce Point 100 pager deck.
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RT @atelicinvest: At this point a vibe coded project prob has higher market impact than a Spruce Point 100 pager deck.
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Offshore
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Michael Fritzell (Asian Century Stocks)
I added Mulia Boga Raya KEJU IJ to the watchlist. H/t: @smartkarma https://t.co/VsMfoyA5sC
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I added Mulia Boga Raya KEJU IJ to the watchlist. H/t: @smartkarma https://t.co/VsMfoyA5sC
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Offshore
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Michael Fritzell (Asian Century Stocks)
Insider buying in Cebu Air CEB PM. Comes right after the Philippines introduced visa-free entry for Chinese nationals. Source: Smart Insider https://t.co/QYnTMGfGiz
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Insider buying in Cebu Air CEB PM. Comes right after the Philippines introduced visa-free entry for Chinese nationals. Source: Smart Insider https://t.co/QYnTMGfGiz
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Offshore
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App Economy Insights
RT @EconomyApp: $SPOT Spotify just keeps scaling.
• 751 million MAUs
• 290 million Premium subs
• Premium subs nearly 10× since 2015
The audience is built.
The economics come next. https://t.co/f51oeSMeV5
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RT @EconomyApp: $SPOT Spotify just keeps scaling.
• 751 million MAUs
• 290 million Premium subs
• Premium subs nearly 10× since 2015
The audience is built.
The economics come next. https://t.co/f51oeSMeV5
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Jukan
👀👀
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👀👀
SMIC’s CEO expects memory shortage in consumer electronics to ease in Q3 2026
1. New memory capacity will come online, but qualification for data center takes time, so near-term supply will flow into consumer electronics.
2. Memory hoarding will unwind tweet
X (formerly Twitter)
Ryan Leung 梁興盛, CFA (@RYANHINGSHING) on X
SMIC’s CEO expects memory shortage in consumer electronics to ease in Q3 2026
1. New memory capacity will come online, but qualification for data center takes time, so near-term supply will flow into consumer electronics.
2. Memory hoarding will unwind
1. New memory capacity will come online, but qualification for data center takes time, so near-term supply will flow into consumer electronics.
2. Memory hoarding will unwind
Offshore
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God of Prompt
RT @godofprompt: 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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RT @godofprompt: 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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Michael Fritzell (Asian Century Stocks)
RT @valuedrift: Don't shoot me...but the memory trade seems a bit tired. Hynix failing repeatedly to make new highs while good news is coming out nonstop.
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RT @valuedrift: Don't shoot me...but the memory trade seems a bit tired. Hynix failing repeatedly to make new highs while good news is coming out nonstop.
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Offshore
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Jukan
Someone asked me today how long the DRAM supply shortage would last... I answered 2028, but I may need to revise that answer.
According to SEMI's data, while AI infrastructure investment is expanding rapidly each year, DRAM production capacity (CAPA) is expected to grow at a relatively low annual rate of just 4.8% from last year through 2030.
What's more, even this incremental capacity will be concentrated on HBM, meaning supply for legacy and special-purpose DRAM will be even more constrained.
Perhaps... DRAM being in short supply may become the new normal.
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Someone asked me today how long the DRAM supply shortage would last... I answered 2028, but I may need to revise that answer.
According to SEMI's data, while AI infrastructure investment is expanding rapidly each year, DRAM production capacity (CAPA) is expected to grow at a relatively low annual rate of just 4.8% from last year through 2030.
What's more, even this incremental capacity will be concentrated on HBM, meaning supply for legacy and special-purpose DRAM will be even more constrained.
Perhaps... DRAM being in short supply may become the new normal.
tweet