Offshore
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Michael Fritzell (Asian Century Stocks)
"Fixed-asset investment in Singapore from Chinese companies surged more than eightfold in 2025... exceeding the US for the first time"
https://t.co/ntg6urtFPC
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"Fixed-asset investment in Singapore from Chinese companies surged more than eightfold in 2025... exceeding the US for the first time"
https://t.co/ntg6urtFPC
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The Transcript
RT @TheTranscript_: $CSCO Cisco EVP: "“Seventy percent of all AI products now at Cisco are using code that’s generated by AI..By 2026, we will have at least close to a half a dozen products that will have 100% of the code written by AI."
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RT @TheTranscript_: $CSCO Cisco EVP: "“Seventy percent of all AI products now at Cisco are using code that’s generated by AI..By 2026, we will have at least close to a half a dozen products that will have 100% of the code written by AI."
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Offshore
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Michael Fritzell (Asian Century Stocks)
Pop Mart's China website traffic took another turn lower after the Valentine's Day collection and the Xinhua appearance put a spotlight on the brand https://t.co/hd9yxuMSoz
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Pop Mart's China website traffic took another turn lower after the Valentine's Day collection and the Xinhua appearance put a spotlight on the brand https://t.co/hd9yxuMSoz
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @valuedrift: The top has to be either Korean stocks going live on Interactive Brokers or the Hynix US listing.
Long at least until then!
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RT @valuedrift: The top has to be either Korean stocks going live on Interactive Brokers or the Hynix US listing.
Long at least until then!
Memory stocks look like they’re setting up for a parabolic finale.
$SNDK $MU $WDC $STX https://t.co/mxjSDsQTY0 - Connor Batestweet
Michael Fritzell (Asian Century Stocks)
RT @paulg: Your social status ≈ your college.
Your college ≈ your SAT score.
Your SAT score ≈ your SAT English score.
Your SAT English score ≈ how much you've read.
∴ Your social status ≈ how much you read in high school.
(Successive ≈s leak a lot, but still rather surprising.)
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RT @paulg: Your social status ≈ your college.
Your college ≈ your SAT score.
Your SAT score ≈ your SAT English score.
Your SAT English score ≈ how much you've read.
∴ Your social status ≈ how much you read in high school.
(Successive ≈s leak a lot, but still rather surprising.)
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Michael Fritzell (Asian Century Stocks)
Clayton Christensen's book How to Measure Your Life:
1. Allocate time and attention to priority
2. Invest in relationships
3. Create a job/career with meaning
4. Focus on process, not willpower
5. Maintain integrity
6. Picture yourself 10-20yrs from now and try to minimize regret
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Clayton Christensen's book How to Measure Your Life:
1. Allocate time and attention to priority
2. Invest in relationships
3. Create a job/career with meaning
4. Focus on process, not willpower
5. Maintain integrity
6. Picture yourself 10-20yrs from now and try to minimize regret
tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
In Japan, we're in the part of the cycle where I see my friends get rich https://t.co/73k1UBSXVV
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In Japan, we're in the part of the cycle where I see my friends get rich https://t.co/73k1UBSXVV
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Offshore
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Brady Long
BREAKING: Google Gemini just launched a new feature called Guided Learning.
You can now use it to learn literally anything, step by step, like a personal tutor.
Here’s how to access it 👇 https://t.co/cEDbogvX6v
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BREAKING: Google Gemini just launched a new feature called Guided Learning.
You can now use it to learn literally anything, step by step, like a personal tutor.
Here’s how to access it 👇 https://t.co/cEDbogvX6v
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The Transcript
RT @TheTranscript_: $TXN CFO: "Free cash flow for 2025 was $2.9 billion or 17% of revenue, representing an increase of 96% from 2024. Our free cash flow growth reflects the strength of our business model, as well as our decisions to invest in 300 mm manufacturing assets and inventory."
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RT @TheTranscript_: $TXN CFO: "Free cash flow for 2025 was $2.9 billion or 17% of revenue, representing an increase of 96% from 2024. Our free cash flow growth reflects the strength of our business model, as well as our decisions to invest in 300 mm manufacturing assets and inventory."
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Offshore
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Javier Blas
RT @business: A LNG shipment reloaded from China — the world’s top buyer of the fuel — is heading to Europe, a rare move that highlights the continent’s push to refill dwindling inventories https://t.co/hFF6f94eIM
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RT @business: A LNG shipment reloaded from China — the world’s top buyer of the fuel — is heading to Europe, a rare move that highlights the continent’s push to refill dwindling inventories https://t.co/hFF6f94eIM
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