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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memenodes
me when i accidentally make fake scenarios in my head and hurt my feelings https://t.co/DHyYBZvtp8
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anon
Optical transceivers/adapters at Suncall growing 60%+ top line with electronics segment margin at 34%. This segment includes legay HDD suspensions (winding down) and printer components, so steady-state of optical alone may be higher. Trades at about 5.5x ev/ebit 1.2x tbv. https://t.co/JjoSvhkbZ5
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anon
Wow, Hikari Tsuhin raising 500 billion yen in new fund structure with Rheos, where LPs/Pensions get exposure only to dividends of Hikari's portfolio (Hikari takes the full beta volatility hit, with cap gains or losses). This is hugely positive for small caps! 500bn yen!

光通信とレオスの新しい取り組み。株価変動リスクを取らず配当収入だけほしい年金の資金を狙ってる。こういうファンドの作り方もあるのか。

・光通信は配当収入を放棄してキャピタルゲインだけを得る
・レオスのファンドは配当収入だけ受け取って株価変動リスクはない

https://t.co/rs11nivDLI - 上原＠投資家
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