Chips & SaaS
1/4 Semiconductor Earnings $SMH $SOX
(After NYSE close unless noted)

2/17 Tuesday $ACLS $CDNS $MKSI
Pre-mkt $CEVA
2/18 Wednesday Pre-mkt $ADI
2/19 Thursday $OLED $ONTO $ST
Pre-mkt $SLAB
2/23 $ADEA $KEYS $UCTT
2/24 $NVTS
2/25 $NVDA $SKYT $SNPS $VECO
Pre-mkt $VLN
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Chips & SaaS
1/2 Upcoming #Cloud #AI Earnings $IGV $CLOU
(After NYSE close unless noted)

2/17 $PANW
2/18 $FIG
2/19 $FIX $OPEN Pre-mkt $LMND
2/24 $PRCT $WDAY Pre-mkt $CIFR $HPQ
2/25 $AI $CRM $IONQ $PSTG $ROOT $SNOW $TTD $TDOC $ZM
2/26 $CRWV $DELL $INTU $NTAP $RKT $SOUN $XYZ $ZS
Pre-mkt $BIDU
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Michael Fritzell (Asian Century Stocks)
RT @Citrini7: The best macro trade of the past 5 years was Warren buffet’s Japanese bond issuance imo. Got him short the currency, short rates all while he was long the equities (trading houses).
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Michael Fritzell (Asian Century Stocks)
RT @anonymous3nibrv: Yakult announces 2.56% s/o buyback with 8.08% of issued share cancellation. Another cash hoarding company that realises: we don't need this much cash. 2 yrs ago i felt many corp gov changes were 'reactive' - recently i feel they are more 'proactive'. https://t.co/8hihJTh5wt
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Michael Fritzell (Asian Century Stocks)
"Buy SaaS. Not overpriced. Mostly moats."

https://t.co/KRlTbtnA8A - Finbarr Taylor
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Michael Fritzell (Asian Century Stocks)
The bull case for Midea

South Korea uses more industrial robots per worker than any other country—

This chart shows one way to compare automated manufacturing across countries — it plots the number of robots per 1,000 manufacturing employees.

The chart shows very large differences between countries. South Korea stands out, with more than one robot for every ten manufacturing workers.

Singapore comes second, and China ranks third, close to Germany. The United States sits in the middle, close to the European average, below Switzerland, Denmark and Slovenia.

This perspective shows industrial robot adoption in relative terms. In another Data Insight, I looked at robot adoption in absolute terms. From that perspective, China stands out by a large margin: it’s a large economy with a huge manufacturing sector, and it has by far the largest stock of industrial robots.

Much of this expansion has happened recently: China’s annual installations increased 12-fold over a decade, helping it catch up to South Korea in terms of robots per worker.

(This Data Insight was written by @EOrtizOspina.) - Our World in Data
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Michael Fritzell (Asian Century Stocks)
White collars workers will use AI tools to become better at their jobs. And then the competitive frontier will shift to design, writing, sales, access to data, etc. Some will increase their output and the number of customers they serve. Others will serve customers differently.

Are you sposed to clap for this? https://t.co/h6SPD6KWsI - Simon Handrahan | MOS Capital
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Moon Dev
i used six claude codes all day today

i was using six claude codes all day and my efficiency is through the roof

if you want to see how to actually step on the gas watch the replay

grab a ticket for tomorrows zoom and get the api key there too

join here: https://t.co/Aw7dcEvv2n

moondev
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God of Prompt
RT @godofprompt: Claude is insane for product management.

I reverse-engineered how top PMs at Google, Meta, and Anthropic use it.

The difference is night and day.

Here are 10 prompts they don't want you to know (but I'm sharing anyway): https://t.co/7RApvBHQ66
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $SPGI.

IYKYK. https://t.co/ooz1OAEE8H
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Michael Fritzell (Asian Century Stocks)
RT @blondesnmoney: One of the sharpest small cap guys, @GuastyWinds , is finally back on Twitter. Made a bunch from his excellent callouts in 2023 and 2024, really excited to see what he has next and highly recommend a follow.
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Michael Fritzell (Asian Century Stocks)
What do you think about Casio / G-Shock watches?
- Love them
- They're okay
- Not great
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Jukan
Rather than going against the mainstream, it’s psychologically more comfortable to occasionally ride the wave.

Don’t try to become an anarchist / counter-revolutionary.
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