Offshore
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God of Prompt
RT @godofprompt: this is wild https://t.co/wmcw2RS9XH
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RT @godofprompt: this is wild https://t.co/wmcw2RS9XH
Today, we updated Gemini 3 Deep Think to further accelerate modern science, research and engineering.
With 84.6% on ARC-AGI-2 and a new standard on Humanity’s Last Exam, see how this specialized reasoning mode is advancing research & development 🧵↓ tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
This is exactly the question: is Prabowo the new Suharto, or the new Sukarno? (h/t: Greed & Fear) https://t.co/wKYzbYzPko
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This is exactly the question: is Prabowo the new Suharto, or the new Sukarno? (h/t: Greed & Fear) https://t.co/wKYzbYzPko
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Michael Fritzell (Asian Century Stocks)
This is the moment where everyone's convinced that we'll lose our jobs to AI tools:
"In their calmer moments, investors recognize their inability to know what the future holds. In moments of extreme panic or enthusiasm, however, they become remarkably bold in their predictions; they act as though uncertainty has vanished and the outcome is beyond doubt. Reality is abruptly transformed into that hypothetical future where the outcome is known. These are rare occasions, but they are also unforgettable: major tops and bottoms in markets are defined by this switch from doubt to certainty." - Peter Bernstein
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This is the moment where everyone's convinced that we'll lose our jobs to AI tools:
"In their calmer moments, investors recognize their inability to know what the future holds. In moments of extreme panic or enthusiasm, however, they become remarkably bold in their predictions; they act as though uncertainty has vanished and the outcome is beyond doubt. Reality is abruptly transformed into that hypothetical future where the outcome is known. These are rare occasions, but they are also unforgettable: major tops and bottoms in markets are defined by this switch from doubt to certainty." - Peter Bernstein
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God of Prompt
RT @godofprompt: this article exposes the gap between those that learn AI now and those who will choose to wait on the sidelines
the gap is widening. choose your side.
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RT @godofprompt: this article exposes the gap between those that learn AI now and those who will choose to wait on the sidelines
the gap is widening. choose your side.
https://t.co/moCLsoNKwy tweet
X (formerly Twitter)
Alex Prompter (@alex_prompter) on X
time + AI = $$$ (the window is closing)
Offshore
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Benjamin Hernandez😎
$COST: Defending the $1,000 Level
Costco ($COST) surged +2.12% to end at $998. The battle for four digits is real. Investors are paying a premium for the membership moat as the broader market volatility spikes.
$ORCL $AMD $INTC $NVDA $TSM $TCNNF https://t.co/702oiL2Pj2
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$COST: Defending the $1,000 Level
Costco ($COST) surged +2.12% to end at $998. The battle for four digits is real. Investors are paying a premium for the membership moat as the broader market volatility spikes.
$ORCL $AMD $INTC $NVDA $TSM $TCNNF https://t.co/702oiL2Pj2
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Jukan
People often say that optics will be the next big money-making field after memory, right?
This is an interesting article introducing noteworthy Japanese players in optics that you should pay attention to when considering investments in the sector.
Among the companies featured here, Anritsu (6754T) in particular caught my eye as especially intriguing.
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People often say that optics will be the next big money-making field after memory, right?
This is an interesting article introducing noteworthy Japanese players in optics that you should pay attention to when considering investments in the sector.
Among the companies featured here, Anritsu (6754T) in particular caught my eye as especially intriguing.
https://t.co/LLKaGrwD1X tweet
X (formerly Twitter)
슈포 (Superposition) (@celesthian) on X
[Japan Photonics] The Pickaxes of the AI Gold Rush: 8 Japanese ‘Physics’ Powerhouses Behind Nvidia
Offshore
Video
Quiver Quantitative
Senator Katie Britt was just asked about her stock trades.
She said she doesn’t trade any stock.
A screenshot from Quiver was shown, showing the trades she filed.
Then she pivots and says that proceeds from her stock trades go to charity.
https://t.co/r9t7V8biwx
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Senator Katie Britt was just asked about her stock trades.
She said she doesn’t trade any stock.
A screenshot from Quiver was shown, showing the trades she filed.
Then she pivots and says that proceeds from her stock trades go to charity.
https://t.co/r9t7V8biwx
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @CompoundingUp: Heian Ceremoney Service (2344) MBO at 1500 yen per share.
Shareholders on the Yahoo bulletin board feel it's too cheap.
I got in around 950 yen/share.
Before the announced MBO and recent spike, 2344 was trading at approx. -1.7bn EV, MCap 11bn yen, 8x PE, Net Cash/Investment securities of 13 bn, no debt, P/B 0.5x
The offer price sets it at 2.5x EV/EBIT, 13x PE, 0.8x P/B
I guess I owned this for a little over 1 month for +50%+ gain
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RT @CompoundingUp: Heian Ceremoney Service (2344) MBO at 1500 yen per share.
Shareholders on the Yahoo bulletin board feel it's too cheap.
I got in around 950 yen/share.
Before the announced MBO and recent spike, 2344 was trading at approx. -1.7bn EV, MCap 11bn yen, 8x PE, Net Cash/Investment securities of 13 bn, no debt, P/B 0.5x
The offer price sets it at 2.5x EV/EBIT, 13x PE, 0.8x P/B
I guess I owned this for a little over 1 month for +50%+ gain
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Michael Fritzell (Asian Century Stocks)
RT @yieldsearcher: What if… the ultimate pro-AI trade is TLT.
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RT @yieldsearcher: What if… the ultimate pro-AI trade is TLT.
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Offshore
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Illiquid
You can have no AI exposure, just riding the Singapore government putting out bullish takes on construction. H/T to @Floebertus for finding this theme all the way in Europe. https://t.co/TdgLgvAX23
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You can have no AI exposure, just riding the Singapore government putting out bullish takes on construction. H/T to @Floebertus for finding this theme all the way in Europe. https://t.co/TdgLgvAX23
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