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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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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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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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
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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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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.
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Michael Fritzell (Asian Century Stocks)
RT @PythiaR: Why are you bothering with software at 25-30x when this exists.
This is your benchmark.
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RT @PythiaR: Why are you bothering with software at 25-30x when this exists.
This is your benchmark.
$TSM January Revenue (USD):
▫️+19% MoM
▫️+43% YoY https://t.co/nLmtoH6uff tweet
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Michael Fritzell (Asian Century Stocks)
A sneaky way to get everybody to download the app https://t.co/j7FTXKp0x7
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A sneaky way to get everybody to download the app https://t.co/j7FTXKp0x7
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Illiquid
25 people read our note on $1416 yesterday and suddenly people are excited about the fact they might be building two Micron fabs in Singapore https://t.co/gfljR1S71k
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25 people read our note on $1416 yesterday and suddenly people are excited about the fact they might be building two Micron fabs in Singapore https://t.co/gfljR1S71k
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