The Transcript
RT @TheTranscript_: $WRB W. R. Berkley CEO with a blunt take on regulatory scrutiny of affluent clients.
" I think that as far as Berkley One goes, it's less high on the regulators' radar screen perhaps because, for the most part, regulators don't give a s*** about rich people."
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RT @TheTranscript_: $WRB W. R. Berkley CEO with a blunt take on regulatory scrutiny of affluent clients.
" I think that as far as Berkley One goes, it's less high on the regulators' radar screen perhaps because, for the most part, regulators don't give a s*** about rich people."
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Javier Blas
In much of Canada, President Trump’s provocations like making the country a 51st state are deeply unpopular. In Alberta, a conservative, oil-rich province, Trump presents an opportunity.
https://t.co/879w0N3RaU
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In much of Canada, President Trump’s provocations like making the country a 51st state are deeply unpopular. In Alberta, a conservative, oil-rich province, Trump presents an opportunity.
https://t.co/879w0N3RaU
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Jukan
Samsung is building its hybrid bonding line early at NVIDIA’s request.
https://t.co/yOhX6p77nc
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Samsung is building its hybrid bonding line early at NVIDIA’s request.
https://t.co/yOhX6p77nc
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Michael Fritzell (Asian Century Stocks)
RT @mp3461: @pitdesi Hello. Reminds me of this cnbc make it episode of a man who moved to India and created a Mexican food chain, because the restaurant name is another state: California Burrito. https://t.co/Ph1N2UhK6T
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RT @mp3461: @pitdesi Hello. Reminds me of this cnbc make it episode of a man who moved to India and created a Mexican food chain, because the restaurant name is another state: California Burrito. https://t.co/Ph1N2UhK6T
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YouTube
I Left The U.S. For India And Built A $23M Burrito Business
Bert Mueller, 35, moved from the U.S. to India in 2012 and ended up building one of the country's biggest Mexican-inspired food chains. He was able to turn a $250K investment into a $23 million business, all while learning how to navigate and thrive with…
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God of Prompt
RT @godofprompt: Oppenheimer: "I feel I have blood on my hands." https://t.co/Z5paQUbQlv
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RT @godofprompt: Oppenheimer: "I feel I have blood on my hands." https://t.co/Z5paQUbQlv
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God of Prompt
After chatting with 8 engineers from OpenAI and Meta, I discovered they all swear by the same 7 "edge-case" prompts.
Not the viral ones from Reddit.
These are what power cutting-edge prototypes and debug complex models.
Steal them here ↓ https://t.co/lXlXQ1gkUv
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After chatting with 8 engineers from OpenAI and Meta, I discovered they all swear by the same 7 "edge-case" prompts.
Not the viral ones from Reddit.
These are what power cutting-edge prototypes and debug complex models.
Steal them here ↓ https://t.co/lXlXQ1gkUv
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Offshore
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The Transcript
RT @TheTranscript_: Tuesday's earnings:
Before Open: $ET $MDT $KRYS $ETOR $LDOS $CNH $VMC $GPC $CRNT $DTE $NEO $BLDR $FLR
After Close: $HL $PANW $TOL $DVN $HALO $KVUE $EQT $CDNS $ACLS $MKSI $SSRM $HUN $CE https://t.co/gQ4QRLxv0c
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RT @TheTranscript_: Tuesday's earnings:
Before Open: $ET $MDT $KRYS $ETOR $LDOS $CNH $VMC $GPC $CRNT $DTE $NEO $BLDR $FLR
After Close: $HL $PANW $TOL $DVN $HALO $KVUE $EQT $CDNS $ACLS $MKSI $SSRM $HUN $CE https://t.co/gQ4QRLxv0c
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The Transcript
RT @TheTranscript_: $QCOM CEO: "As memory suppliers redirect manufacturing capacity to HBM to meet AI data center demand, the resulting industry-wide memory shortage and price increases are likely to define the overall scale of the handset industry through the fiscal year. Given the current environment, several handset OEMs, especially in China, are taking a cautious approach in reducing their chipset inventory."
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RT @TheTranscript_: $QCOM CEO: "As memory suppliers redirect manufacturing capacity to HBM to meet AI data center demand, the resulting industry-wide memory shortage and price increases are likely to define the overall scale of the handset industry through the fiscal year. Given the current environment, several handset OEMs, especially in China, are taking a cautious approach in reducing their chipset inventory."
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Jukan
Murata Manufacturing President Discusses Price Hikes for Data Center Capacitors — Stock Rises
▶ 村田製社長、データセンター用コンデンサーで値上げの議論-株上昇
∙ In an interview on the 17th, Murata Manufacturing emphasized that MLCC demand for data centers continues to grow on the back of the AI boom, and that the company has begun full-scale discussions on price increases.
∙ On whether MLCC prices will be raised, management noted: “It is important to accurately assess real demand, and we expect to have a clearer read on demand levels by next quarter.”
∙ The company added that it will carefully determine price hikes, taking into account the broader impact on the market and industry.
∙ Murata also projected that data center investment, led by hyperscalers, will continue over the next 3–5 years.
∙ Current order inquiries for MLCCs are running at approximately 2x the company’s supply capacity, underscoring that AI is not a temporary boom.
∙ Following the report, Murata’s stock reversed into positive territory during afternoon trading, rising as much as 9.2% intraday to ¥3,585 (the highest since July 29, 2024), before closing up 6.9% at ¥3,509.
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Murata Manufacturing President Discusses Price Hikes for Data Center Capacitors — Stock Rises
▶ 村田製社長、データセンター用コンデンサーで値上げの議論-株上昇
∙ In an interview on the 17th, Murata Manufacturing emphasized that MLCC demand for data centers continues to grow on the back of the AI boom, and that the company has begun full-scale discussions on price increases.
∙ On whether MLCC prices will be raised, management noted: “It is important to accurately assess real demand, and we expect to have a clearer read on demand levels by next quarter.”
∙ The company added that it will carefully determine price hikes, taking into account the broader impact on the market and industry.
∙ Murata also projected that data center investment, led by hyperscalers, will continue over the next 3–5 years.
∙ Current order inquiries for MLCCs are running at approximately 2x the company’s supply capacity, underscoring that AI is not a temporary boom.
∙ Following the report, Murata’s stock reversed into positive territory during afternoon trading, rising as much as 9.2% intraday to ¥3,585 (the highest since July 29, 2024), before closing up 6.9% at ¥3,509.
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The Transcript
RT @TheTranscript_: $LAZ Lazard CEO: "If you look at European companies… the 95th percentile European company ranked by ROIC… has a return on invested capital equivalent to the 92nd percentile U.S. company… it underscores there are a lot of fantastic European companies"
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RT @TheTranscript_: $LAZ Lazard CEO: "If you look at European companies… the 95th percentile European company ranked by ROIC… has a return on invested capital equivalent to the 92nd percentile U.S. company… it underscores there are a lot of fantastic European companies"
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Illiquid
This seemed to cause a lot of the AI trade in Japan to bounce this afternoon. No bounce needed for Mipox.
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This seemed to cause a lot of the AI trade in Japan to bounce this afternoon. No bounce needed for Mipox.
Murata Manufacturing President Discusses Price Hikes for Data Center Capacitors — Stock Rises
▶ 村田製社長、データセンター用コンデンサーで値上げの議論-株上昇
∙ In an interview on the 17th, Murata Manufacturing emphasized that MLCC demand for data centers continues to grow on the back of the AI boom, and that the company has begun full-scale discussions on price increases.
∙ On whether MLCC prices will be raised, management noted: “It is important to accurately assess real demand, and we expect to have a clearer read on demand levels by next quarter.”
∙ The company added that it will carefully determine price hikes, taking into account the broader impact on the market and industry.
∙ Murata also projected that data center investment, led by hyperscalers, will continue over the next 3–5 years.
∙ Current order inquiries for MLCCs are running at approximately 2x the company’s supply capacity, underscoring that AI is not a temporary boom.
∙ Following the report, Murata’s stock reversed into positive territory during afternoon trading, rising as much as 9.2% intraday to ¥3,585 (the highest since July 29, 2024), before closing up 6.9% at ¥3,509. tweet
X (formerly Twitter)
Jukan (@jukan05) on X
Murata Manufacturing President Discusses Price Hikes for Data Center Capacitors — Stock Rises
▶ 村田製社長、データセンター用コンデンサーで値上げの議論-株上昇
∙ In an interview on the 17th, Murata Manufacturing emphasized that MLCC demand for data centers continues to grow on
▶ 村田製社長、データセンター用コンデンサーで値上げの議論-株上昇
∙ In an interview on the 17th, Murata Manufacturing emphasized that MLCC demand for data centers continues to grow on
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NecoKronos
Don't want to miss out on this one gents 🤯
Tommorow i will be hosting a stream inside MMT discord with the master @joel_sabugal !
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Don't want to miss out on this one gents 🤯
Tommorow i will be hosting a stream inside MMT discord with the master @joel_sabugal !
🎙 Inside the Liquidity – LIVE
This week we’re joined by @joel_sabugal - order flow specialist who actually trades what he sees.
Expect sharp discussions on:
• absorption
• reading liquidity
• spotting real delta
• how to think through live market conditions
If you want to understand how traders process information before they click buy or sell, this one’s for you.
Bring questions. Bring popcorn. Take notes.
Drop a comment if you’re tuning in 👇🔥 tweet