Michael Fritzell (Asian Century Stocks)
From Nicholas Smith @ CLSA. Much ado about nothing? https://t.co/l6qsU9xx30
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Clark Square Capital
RT @TheAppInvestor: This has been a good 5 days, thanks @ClarkSquareCap for the idea! https://t.co/XvEDWIGApA
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Michael Fritzell (Asian Century Stocks)
RT @InvestInJapan: JPX launched the JPX Start-Up Acceleration 100 Index focused on "high growth start-ups" that trade on TSE.

Although to be honest, not sure how useful this is..
Current constituents below with some familiar names.
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Michael Fritzell (Asian Century Stocks)
RT @paulg: Prediction: In the AI age, taste will become even more important. When anyone can make anything, the big differentiator is what you choose to make.

https://t.co/3GQUlfH58t
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Dimitry Nakhla | Babylon Capital®
$APP CAGR Potential based on 2028 EPS estimates & different multiples:

Dec 2026: $15.68 (+67% YoY)
Dec 2027: $19.93 (+27% YoY)
Dec 2028: $25.80 (+29%)

CAGR assuming 2028 EPS Est:

26x → 20.6%
25x → 19.0%
24x → 17.3%
23x → 15.6%
22x → 13.8%
21x → 12.0%
20x → 10.1% https://t.co/TPT2n7QBnh
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Jukan
I've been at Citrini for a while now, and this is the first time I'm basically writing a report all by myself… I'm seriously pouring my soul into it. It's so exhausting. https://t.co/jWwxOKlhOY
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Brady Long
RT @thisguyknowsai: I reverse-engineered the actual prompting frameworks that top AI labs use internally.

Not the fluff you see on Twitter.

The real shit that turns vague inputs into precise, structured outputs.

Spent 3 weeks reading OpenAI's model cards, Anthropic's constitutional AI papers, and leaked internal prompt libraries.

Here's what actually moves the needle:
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The Transcript
$ABNB CEO: Airbnb’s defense against disintermediation is focusing on what AI can’t replicate

"A chatbot can give you a list of homes, but it can't give you the unique ones you find on Airbnb..." https://t.co/5lwQ6BVXcD
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The Transcript
RT @TheTranscript_: Microsoft commits to building frontier in-house foundationreducing OpenAI dependence

"We have to develop our own foundation models, which are at the absolute frontier, with gigawatt-scale compute and some of the very best AI training teams in the world" - $MSFT AI chief

[FT]
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