Michael Fritzell (Asian Century Stocks)
RT @Floebertus: I met some smart guys in Singapore while going through their stock market. They are very underfollowed:
@Iqbal_yusuf1994
@illyquid
@capytalmgmt
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RT @Floebertus: I met some smart guys in Singapore while going through their stock market. They are very underfollowed:
@Iqbal_yusuf1994
@illyquid
@capytalmgmt
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Moon Dev
todays zoom was openclaw crazy
you missed todays private zoom where i gave openclaw 6 different claude codes
we went deep into how she can build almost anything
get a ticket for tomorrows zoom and youll unlock the full replay from today
dont miss it https://t.co/Aw7dcEw2RV
moondev
tweet
todays zoom was openclaw crazy
you missed todays private zoom where i gave openclaw 6 different claude codes
we went deep into how she can build almost anything
get a ticket for tomorrows zoom and youll unlock the full replay from today
dont miss it https://t.co/Aw7dcEw2RV
moondev
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Brady Long
“Bro I can’t believe we used to order food to the house with our fingers”
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“Bro I can’t believe we used to order food to the house with our fingers”
Nothing like spending 2 hours to get/train openclaw to automate something that takes me 5 minutes to do once a week…
🤷 tweet
X (formerly Twitter)
Joe Speiser ⚡️ (@jspeiser) on X
Nothing like spending 2 hours to get/train openclaw to automate something that takes me 5 minutes to do once a week…
🤷
🤷
Offshore
Video
Dimitry Nakhla | Babylon Capital®
When you kept buying this $AMZN dip all the way down to $200… and now you’re out of dry powder below $200 https://t.co/6gAqHaIeoU
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When you kept buying this $AMZN dip all the way down to $200… and now you’re out of dry powder below $200 https://t.co/6gAqHaIeoU
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Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @StefanFSchubert: Despite the housing crisis, London housebuilding has collapsed to a historic low not seen anywhere else in the developed world. By @jburnmurdoch. https://t.co/G8EfjPlRvS
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RT @StefanFSchubert: Despite the housing crisis, London housebuilding has collapsed to a historic low not seen anywhere else in the developed world. By @jburnmurdoch. https://t.co/G8EfjPlRvS
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Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @BerkelKip: Stmn $4019.T reported 4Q results AMC. 4Q sales +43% yoy with ARR +40%, EBIT +128%. Provided 2026 guidance of +35% Sales & +37% EBIT.
Valuation: at 660 JPY trades 1.2x EV/S, 1.3x EV/ARR, 16x EV/EBIT, 28x P/E https://t.co/ltoqDcrmbs
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RT @BerkelKip: Stmn $4019.T reported 4Q results AMC. 4Q sales +43% yoy with ARR +40%, EBIT +128%. Provided 2026 guidance of +35% Sales & +37% EBIT.
Valuation: at 660 JPY trades 1.2x EV/S, 1.3x EV/ARR, 16x EV/EBIT, 28x P/E https://t.co/ltoqDcrmbs
1) Stmn $4019.T reported 3Q results after close and slightly raised 2025 sales guidance. 3Q sales +41% yoy with ARR +39%. Remains profitable (4.4% in qtr, >6% ttm) - trades at 2.7x EV/ARR with mid-70s GMs... https://t.co/ht4vkRfwgN tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
Fantastic to see @denk_tweets launching his own newsletter. A great way to build empathy for your writers.
https://t.co/IT8ejPnDxC
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Fantastic to see @denk_tweets launching his own newsletter. A great way to build empathy for your writers.
https://t.co/IT8ejPnDxC
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Offshore
Video
memenodes
RT @naiivememe: My crypto portfolio down really bad -60% but my X payout got a 5x compared to last year.
Bro to bro, get X Premium and start posting. Not tomorrow, but today, today.
You’re gonna make it. https://t.co/jjKuMsP4Wn
tweet
RT @naiivememe: My crypto portfolio down really bad -60% but my X payout got a 5x compared to last year.
Bro to bro, get X Premium and start posting. Not tomorrow, but today, today.
You’re gonna make it. https://t.co/jjKuMsP4Wn
tweet
Brady Long
Why has nobody mentioned that this “acceleration period” had a massive capital injection.
Way bigger than normal.
And that all of this could easily be wrong if labs can’t get the financing they need or if geopolitical regulations prevent them from getting the resources they need.
I feel there is such an elitist complex in tech right now.
People think that utility and “tech” take precedent over everything.
“It makes ZERO sense to not do things the fastest and most advanced way possible!”
Technology is just technology. No matter how powerful it is. It’s not an existential replacement for existence.
Pardon the redundancy. “But I think you understand where I’m going with this.”
For example. If Russia nuked every data center in the US right now do you think that would halt the progress a few years? Lol.
Look.
I’m long AI just like Matt Schumer. And this went viral for a reason.
So not taking anything away from him.
And just to be clear I’m not saying anything here is wrong. Nor do I have the credentials to say that it is.
As my bio says. I’m just a “dude that likes AI.”
But it lacks critical context to the point where it doesn’t do much other than scare people or validate them.
There are very few people reading this in a healthy mental state saying “Smart guy. I think I’m going to start changing my outlook on AI.”
There are only people insecure about it and finding any way possible to challenge it.
Or people who feel hubris as a result of their AI footprint or how the efficacy of these claims will affect them.
So to summarize.
This piece is written very intelligently by an intelligent person with a limited emotional capacity and a naive understanding of how the world actually works.
I would say “do you remember Y2K?!”
But a part of me thinks the world already ended. We’re just taking the scenic route.
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Why has nobody mentioned that this “acceleration period” had a massive capital injection.
Way bigger than normal.
And that all of this could easily be wrong if labs can’t get the financing they need or if geopolitical regulations prevent them from getting the resources they need.
I feel there is such an elitist complex in tech right now.
People think that utility and “tech” take precedent over everything.
“It makes ZERO sense to not do things the fastest and most advanced way possible!”
Technology is just technology. No matter how powerful it is. It’s not an existential replacement for existence.
Pardon the redundancy. “But I think you understand where I’m going with this.”
For example. If Russia nuked every data center in the US right now do you think that would halt the progress a few years? Lol.
Look.
I’m long AI just like Matt Schumer. And this went viral for a reason.
So not taking anything away from him.
And just to be clear I’m not saying anything here is wrong. Nor do I have the credentials to say that it is.
As my bio says. I’m just a “dude that likes AI.”
But it lacks critical context to the point where it doesn’t do much other than scare people or validate them.
There are very few people reading this in a healthy mental state saying “Smart guy. I think I’m going to start changing my outlook on AI.”
There are only people insecure about it and finding any way possible to challenge it.
Or people who feel hubris as a result of their AI footprint or how the efficacy of these claims will affect them.
So to summarize.
This piece is written very intelligently by an intelligent person with a limited emotional capacity and a naive understanding of how the world actually works.
I would say “do you remember Y2K?!”
But a part of me thinks the world already ended. We’re just taking the scenic route.
https://t.co/ivXRKXJvQg tweet
X (formerly Twitter)
Matt Shumer (@mattshumer_) on X
Something Big Is Happening
Michael Fritzell (Asian Century Stocks)
RT @TheYieldPig: A position that lets you sleep badly is too big. - George Soros
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RT @TheYieldPig: A position that lets you sleep badly is too big. - George Soros
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Offshore
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Brady Long
RT @thisdudelikesAI: If you spend too much time trying to be someone.
You may never get to be you.
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RT @thisdudelikesAI: If you spend too much time trying to be someone.
You may never get to be you.
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