Michael Fritzell (Asian Century Stocks)
Want to be contrarian?
- Short gold and silver
- Short the S&P 500
- Short semicaps
- Short memory stocks
- Buy long-term US Treasuries
- Hold Japanese yen
- Buy Southeast Asian small caps
- Buy offshore oil & gas services stocks
- Buy alcohol stocks
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DAIR.AI
Claude Code is one of the most powerful tools for AI builders.

We are excited to introduce our new on-demand course on how to vibe code AI apps with Claude Code.

We cover topics ranging from connecting services to memory to leveraging Skills to build full AI apps. https://t.co/1xceurnf15
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Javier Blas
RT @megacontango: Mercuria Energy Group Ltd. has bought back its shares that were held by CNIC Corp., marking an end to a decade of minority ownership in one of the world’s biggest commodity traders by companies linked to the Chinese state.

https://t.co/sifgC1V0fA
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Michael Fritzell (Asian Century Stocks)
RT @smartkarma: S Korean corporates are showing how it’s done https://t.co/qz8Deyk0F3
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Benjamin Hernandez😎
The market is giving us incredible setups!

$AIR $AXTI $ZBRA $SSII $CROX $MH $CGNX $UONE $AAPL $TSM $NVDA $GOOG

$AIR hit a new 52-week high of $114.34. Aerospace parts demand is relentless. It's outperforming the broader defense sector.

Hit the link for analysis!
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Dimitry Nakhla | Babylon Capital®
Howmet Aerospace $HWM Q4 25’ Report🗓️

✅ REV: $2.17B (+15% YoY)
✅ EPS: $1.05 (+42% YoY) https://t.co/uwNGFTdNLF
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Dimitry Nakhla | Babylon Capital®
$AMZN has entered its own bear market, down -21% from its highs 📦 https://t.co/aRqmo2SEBA
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Benjamin Hernandez😎
The bear case for this stock just got dismantled.
Stock: $FSLY Price: $14.75 (+59.2%)

Positive free cash flow for four straight quarters kills the cash-burn thesis. Security revenue is compounding faster than expected.

Action: Overweight. Target: $17.80 https://t.co/OxesYOwzaP
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