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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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Offshore
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Michael Fritzell (Asian Century Stocks)
New post summarizing Asia's biggest insider transactions in January 2026. Only for subscribers. https://t.co/kl1s6U5yPO
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New post summarizing Asia's biggest insider transactions in January 2026. Only for subscribers. https://t.co/kl1s6U5yPO
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Michael Fritzell (Asian Century Stocks)
.@govro12 might be the greatest HODLer in the history of HODLing. Inspirational
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.@govro12 might be the greatest HODLer in the history of HODLing. Inspirational
@MikeFritzell I have not sold a single share - Bought a few more early Jan.. but I am crazy. 2026 will be a pivotal year.. P&W announcement + Japanese fighter jet engine my guess tweet
X (formerly Twitter)
govro12 (@govro12) on X
@MikeFritzell I have not sold a single share - Bought a few more early Jan.. but I am crazy. 2026 will be a pivotal year.. P&W announcement + Japanese fighter jet engine my guess
Michael Fritzell (Asian Century Stocks)
Fascinating. Progress being a direct function of simply reading books. Bodes well for East and South Asia.
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Fascinating. Progress being a direct function of simply reading books. Bodes well for East and South Asia.
@wehavethedata_ Protestantism causes mass literacy. Anyone who thinks that's a bad thing is an enemy of Western Civilization tweet
X (formerly Twitter)
Redeemed Zoomer 👑 (@redeemed_zoomer) on X
@wehavethedata_ Protestantism causes mass literacy. Anyone who thinks that's a bad thing is an enemy of Western Civilization
Brady Long
This is like the third I’ve seen today. Elon cleaning house?
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This is like the third I’ve seen today. Elon cleaning house?
I left xAI. Building something new with others that left xAI. We're hiring :) tweet
X (formerly Twitter)
Roland (@rolandgvc) on X
I left xAI. Building something new with others that left xAI. We're hiring :)
Michael Fritzell (Asian Century Stocks)
Rare interview: Jonathan Anderson asking Joe Studwell about his new book How Africa Works
https://t.co/dMKJs2XK67
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Rare interview: Jonathan Anderson asking Joe Studwell about his new book How Africa Works
https://t.co/dMKJs2XK67
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Brady Long
3rd today including the Co-founder. I already know what’s happening here.
Brilliant, but idealistic, ppl think they see the bigger picture better than the guy who painted the picture.
The words “Don’t bet against Elon” have killed more ppl than Genghis Khan.
May GOD have mercy on your soul.
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3rd today including the Co-founder. I already know what’s happening here.
Brilliant, but idealistic, ppl think they see the bigger picture better than the guy who painted the picture.
The words “Don’t bet against Elon” have killed more ppl than Genghis Khan.
May GOD have mercy on your soul.
I left xAI. Building something new with others that left xAI. We're hiring :) tweet
X (formerly Twitter)
Roland (@rolandgvc) on X
I left xAI. Building something new with others that left xAI. We're hiring :)