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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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Offshore
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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 :)
Jukan
>> SMIC: HBM Supply Shortage Expected to Persist for Years… Bottleneck Shifting to Back-End Processes
∙ SMIC CEO Zhao Haijun stated during an earnings call that AI computing demand will remain in a state of “persistent shortage for a considerable period.”
∙ He explained, “Computing power is insufficient across the entire industry right now. Expectations for AI are so high that companies are trying to build out a decade’s worth of data centers within just one to two years, yet the actual use cases have not been fully established.”
∙ In this environment, the industry continues to ramp up investment in memory technology, and HBM supply shortages are likely to persist for the next several years.
∙ However, he noted that the key bottleneck constraining HBM production capacity going forward will shift from front-end processes (wafer fabrication) to back-end processes such as testing. In other words, back-end capabilities—including packaging and inspection—will become the critical variable determining the pace of HBM capacity expansion.
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>> SMIC: HBM Supply Shortage Expected to Persist for Years… Bottleneck Shifting to Back-End Processes
∙ SMIC CEO Zhao Haijun stated during an earnings call that AI computing demand will remain in a state of “persistent shortage for a considerable period.”
∙ He explained, “Computing power is insufficient across the entire industry right now. Expectations for AI are so high that companies are trying to build out a decade’s worth of data centers within just one to two years, yet the actual use cases have not been fully established.”
∙ In this environment, the industry continues to ramp up investment in memory technology, and HBM supply shortages are likely to persist for the next several years.
∙ However, he noted that the key bottleneck constraining HBM production capacity going forward will shift from front-end processes (wafer fabrication) to back-end processes such as testing. In other words, back-end capabilities—including packaging and inspection—will become the critical variable determining the pace of HBM capacity expansion.
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Offshore
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Jukan
*ByteDance is reportedly in talks to manufacture its ASICs at Samsung Foundry.
For reference, I shared this with you a few months ago.
https://t.co/wXjWPSqobN
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*ByteDance is reportedly in talks to manufacture its ASICs at Samsung Foundry.
For reference, I shared this with you a few months ago.
https://t.co/wXjWPSqobN
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