Michael Fritzell (Asian Century Stocks)
First Pacific still trades at P/E 5x…

Four stages of Indomie Goreng https://t.co/xwEnYulfX7 - FRValue
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Michael Fritzell (Asian Century Stocks)
Just putting this out there... https://t.co/mVOTPRkDfk
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Michael Fritzell (Asian Century Stocks)
https://t.co/PCUaPMVE9G

@chitchatstocks E-Ink 8069 - DaBao
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AkhenOsiris
Smelling a software rally with @dalibali2 posting so much... man's trying to will it into existence
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Jukan
The information: SemiAnalysis is starting a VC business. https://t.co/XdvfXa7UNc
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memenodes
Jensen Huang when the market needs saving
https://t.co/xLEOzbmlsx

JUST IN: Nvidia CEO says he’s preparing new chips "the world has never seen before" - Kalshi
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memenodes
Rare footage of the Black Khan of Mongolia making his first visit to the Ottoman Empire in the year 1440. https://t.co/eipakJhDJ4
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Jukan
RT @damnang2: https://t.co/DM9rhrQ6ua
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Jukan
"Adapting to a backside power delivery process requires fundamentally redesigning the power routing architecture, which is not a simple port but something closer to a full IP redevelopment."

💯💯

https://t.co/DM9rhrQ6ua - Damnang2
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anon
What is that little pride that makes me stick to capital-light high margin recurring revenue businesses, even though markets are only rewarding capital-heavy, low-margin industrial beneficiaries of AI data centers?
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