Javier Blas
Vitol CEO on the oil black market:

There is “an enormous amount” of sanctioned oil sitting on the water: ~40m barrels of Russian oil added to the shipping fleet in last 60 days and “is just sitting there waiting to find a home”

As we in @Opinion wrote: https://t.co/lZ94rzy7A7
tweet

Michael Fritzell (Asian Century Stocks)
RT @DaBao_: https://t.co/Yx8LJOKvNQ

I also spent Saturday looking at 9435's holdings, I like TVE Co 6466 in particular, shout out to Magic Bakery(https://t.co/amRo95pUp8) a 🧵: - DaBao
tweet

Jukan
Lenovo Group Chairman and CEO Yang Yuanqing stated that the price increase for storage in the previous quarter had already reached 40% to 50%, and for this quarter the increase “may double,” while also noting that the upward price trend is now spreading to more core components.
tweet

Bourbon Capital
RT @BourbonCap: John Armitage (Egerton Capital) has increased his $AMZN position by 45%, and it’s now the largest position

Long $AMZN https://t.co/cC5ZsqkdeP

$AMZN keeps getting cheaper https://t.co/XiDsV7Wp3N - Bourbon Insider Research
tweet

Moon Dev
6 claude codes

today i am using claude codes to build quantitative trading systems

there are still a couple tickets left if you want to join

you also get the free api key and quant app access

join here https://t.co/JbJdIbW2p9

moondev
tweet

God of Prompt
RT @godofprompt: I think its game over for hollywood.

They won't escape this.

Seedance 2.0 is absolutely insane. Done with @chatcutapp https://t.co/xk8xcBw6da - EMU
tweet

Michael Fritzell (Asian Century Stocks)
LY Corporation looked cheap already. Plus, it owns LINE Corporation. Perhaps hard to monetize but it’s an incredible franchise

SBG-owned PayPay to list on Nasdaq at 3 trillion yen valuation.

Here's the behind-the-scenes story on its journey to the QR payment dominance that WON'T get disclosed in the prospectus👇️

In 2018, right after the launch of PayPay, discussions began about marketing measures to rapidly increase the number of merchants and users.

Initially, executives from the Yahoo side (including Kentaro Kawabe and others) proposed a relatively modest plan: an 8% points-back campaign. This was a realistic figure that took into account the risk of financial loss to the company.

However, Masayoshi Son strongly opposed it. In the meeting, he said things like, “Why 8%? Let’s just do 200%,” and “No, seriously, how about 200%?” shocking everyone around him.

This meant that if a user spent 1,000 yen on a product, they would receive 2,000 yen worth of cashback—an approach that essentially accepted massive losses.

Kawabe pointed out, “If we do that, when a customer buys something for 1,000 yen, we’d have to give back 2,000 yen worth.”

Son immediately replied, “That’s fine.”

In the end, due to regulations under the Act against Unjustifiable Premiums and Misleading Representations (which limits the maximum cashback rate), they settled on 20%. Still, following Son’s strong push, the scale of the campaign was significantly expanded.

Regarding the budget, they had initially considered setting a cap of several billions of yen, but Son expressed dissatisfaction, saying, “That’s way too stingy. Let’s just do 10 billion yen,” and “Come on, that’s cheap. We’ve got a huge battle ahead—being stingy now is ridiculous.”

As a result, they decided on a total budget of 10 billion yen with no upper limit until the amount was fully used up.

Another characteristic of Son was his emphasis on speed. For a campaign that would normally take six months to prepare, he pressed the team by asking, “Can’t you do it in three weeks?” and drove everyone forward.

As a result, the campaign launched on December 4, 2018, and due to unexpectedly explosive popularity, the entire 10 billion yen was used up in just 10 days, bringing the campaign to an early end. It caused such a stir that fraudsters reportedly gathered from around the world, but the number of PayPay users skyrocketed, laying the foundation for securing a dominant market share.

PayPay reached EBITDA positive in 2023, processed 15.4 trillion yen of payment value in 2024, and started US IPO process in 2025. - Japan Guru
tweet

Benjamin Hernandez😎
A Trump ally could see a major financial boost tied to Venezuela’s oil revival. Any shift in sanctions or access may swing crude flows and spark sharp moves in U.S. energy names. Traders brace for volatility.

$FANG $APA $CHK https://t.co/f3PblLLtWI
tweet

Lumida Wealth Management
1/ Daily News Round-Up:

- Healthcare drove nearly all Jan. job gains
- House passes bill to end Trump’s Canada tariffs
- SoftBank returns to profit on OpenAI gains
- Samsung starts shipping HBM4 chips
- Bot-only social network Moltbook launches
tweet

Michael Fritzell (Asian Century Stocks)
RT @simongerman600: On this map @researchremora shows only the power lines of Australia. Obviously this makes for a decent proxy population map. https://t.co/qG9K10NZvS
tweet