Michael Fritzell (Asian Century Stocks) (@MikeFritzell) unfollowed @DCH_88 on Oct 6, 2024

if it's inevitable that intelligent life creates artificial intelligence which enables robots then is it inevitable that the universe will be filled with ai robots rather than biological life? #robot #artificialintelligencetechnology #openai @elonmusk @neiltyson

$NFLX results and looming $CVNA results freaked out some $CARG shareholders. With over 20,000 subscribing dealers I don’t see where a miss can come from. CARG now 22x 2022 PE with earning accelerating thanks to rollout of “InstantMax”. Stock can double by YE.

Click on the link in my bio: https://t.co/PGenRb05QV https://t.co/duZdDq9Mlo

Hong Kong value favorites have lagged this rally. But I'm sure smaller funds will discover them eventually

The Cafe de Corals I went to earlier this year were absolutely packed. Not sure where this is coming on. But if it reflects investor sentiment, I'm all for it!

If 57% of Americans disapprove of Biden, will they for Kamala Harris, who essentially represents a continuation of the status quo? https://t.co/M0geDb5HHq

RT @mullvadnet: A reminder sent to the European Parliament and the European Council: this is what Chat Control and the Going Dark initiativ…

RT @mullvadnet: Defense against AI-guided Traffic Analysis (DAITA) Now available on Linux and macOS https://t.co/wmvp2vDM8X

Lee Cooperman not holding back lol https://t.co/RpQTz5ZL2D

Great comments on Buffett's purchases of Japanese trading companies. Look-through-earnings were higher than reported, and also it was a bet on inflation and a weaker currency.

RT @GlobalStockPick: @pandawatch88 Shitcos that lost more than 90% of their value indeed move early in a upcycle, not sure why. Same happen…

@Invesquotes thanks again for the great conversation!

🎙️ Had a great chat with @Invesquotes, creator of Best Anchor Stocks and @InvEnCalidad ! 💡 We talked bout becoming a full-time private investor, $TOI.V, $RMS, and more. 🎧 Listen on Spotify: https://t.co/Kq5vBU8OdH 🎥 Watch on YouTube: https://t.co/MNi3h1pf3o

Introducing Watermelon Core. Our all-in-one blend for mood, energy, stress, and immunity is now available in a juicy, fresh summer flavor that you can't wait to drink. Available NOW! https://t.co/IbMKSZkoX5 https://t.co/feMotEOMvn

https://t.co/0kbyQfhCVl

My kind of humor: https://t.co/czxyC3nnZL

RT @smartkarma: Philippines — with the inflation print today, a big rate cut in 2 weeks is almost guaranteed. +++ $PSE.PM breaking highe…

Leon Cooperman, again https://t.co/GNVptI1BL9

RT @DavidInglesTV: Hong Kong's stock market is a $6 trillion market again https://t.co/Ly6s5qTtzi

The solution to all of life's troubles

Overseas Family School is special in that the location sucks. But you would've expected an uptick in the share price nonetheless.

But there are subsidies on the consumer side too. On top of free license plates, lower congestion charges, bus lane access, free parking, etc. An estimate of the sustainable level of margins need to take these subsidies into account, because gov's won't spend forever.

People clearly don't believe the recent uptick in revenues for Singaporean international schools is going to last https://t.co/KKPZoydGNe

Surprisingly little deep sleep at just 8%. Any idea how to increase this number? https://t.co/AvxeQaLKW2

Leon Cooperman's assessment of broad market indices: • Economic activity inside / outside US • Earnings growth • Monetary and fiscal policy • Supply & demand for equities https://t.co/PhB5oDeUwn

Quite an event, wow

A classic cartoon from @GrantsPub

https://t.co/IesB1EDxt5

Great value for money. And the stock offers even greater value for your money ;)

Getting in bed with Apple may not be the best idea https://t.co/zGDdlCMMD7

RT @TheLongHappy: Deep dive on Accor $AC.PA here: https://t.co/idYri9uUzF Just started a sub$tack focused on the travel industry after ge…

RT @SameerTaneja41: We discuss a significant catalyst for Mongolia Mining 975 HK: the company redeemed its perpetual security, paving the w…

RT @TidefallCapital: https://t.co/4TJSmyYgsE

RT @doumenzi: Lots of day traders in China this week. One told me he plans to buy an apartment with the earnings. But don't expect it to ha…

RT @pandawatch88: Alibaba is following Meituan's path in southbound ownership % terms but at higher USD scale. I think JD is the next one…

RT @RealJimChanos: For those of you new to trading China, face-ripping rallies and episodic crashes are features of this equity market, not…

He might still be correct. I think ETFs explain some of the crazy moves we've seen in Japanese and Chinese equities lately.

"Transition all creators to the Apple billing system" Holy crap. Absolutely awful. Why would you as a creator want to be locked into the Apple ecosystem.

https://t.co/Ez7O7TgSAl

https://t.co/5k697fpTMD

https://t.co/vgVorvifk7.

"Can I opt out of the App Store Fee? A: No. You cannot opt out of the fee, or we’ll be at risk of having our app pulled from the App Store. To keep your work in the iOS app, it must be sold via Apple's in-app purchasing system."

"Apple is requiring Patreon to use their in-app purchase system and remove all other billing systems from the Patreon iOS app by November 2024. Beginning in November 2024 new memberships purchased in the iOS app will be subject to Apple’s 30% App Store fee." Thoughts?

RT @CarlMinzner: On the 75th anniversary of the founding of the People's Republic of China, Beijing is moving ever deeper into the counter-…

If only environmentalists cared about data... it doesn't seem like they do

RT @GlobalStockPick: Thanks Michael and good questions from you!

.@Citrini7 has a way with headlines https://t.co/yWzT0NCCKo

RT @BiremeCapital: https://t.co/ik6RhN1CnA Japan is the world's fourth largest economy. It is home to many high-tech companies that form c…

A special appearance by @Healthstockpick. Click the link in my bio: https://t.co/PGenRaZy1n https://t.co/qKSEVvJZL5

In contrast, Cafe de Coral is up maybe ~10% or so since the bottom

This is madness. A whirlwind of speculation... https://t.co/SSGa4YGV7a

Then don't read advertising-based media (including Twitter) https://t.co/JT5Z0npWlv

"Blinken said on Friday that Iran is 1-2 weeks from developing a nuclear weapon. There is now a timetable and an objective" 👀

Must read for anyone considering Harvard College https://t.co/UCMX939SKA

RT @TheLongHappy: Been a long ride to nowhere... https://t.co/02xp9YSyj3

RT @GZuckerman: “As long as Xi Jinping is running China I have no interest” in investing in country, Druckenmiller says, despite recent ra…

RT @wmiddelkoop: It’s Official Russian gov starts buying palladium, platinum and silver (besides gold) https://t.co/RnAVN27sli

Lenny Rachitsky's approach to organizing his week. No meetings between 9am and 3pm, period. https://t.co/4eYSzuXWnA

RT @hurdle_rate: Just posted on the blog The company is Autocount $0.276.KL - A Malaysian accounting software business

is finally on Twitter!

Just used @perplexity_ai (pro) as my city guide in #rome. Prompted it with time range, walking areas, what I want to try on the way(coffee, gelato, etc) near the monuments, and uploaded photos of each one I wanted to know more about. It’s the most flexible and useful city guide. https://t.co/p6ebyXWXid

$rklb #whentheheavenswentonsale

Japan: We need better corporate governance to raise ROE and improve shareholders returns. Let’s figure out how to do this Investors: We don’t believe you. Japan new PM: let’s raise corporate taxes and taxes on dividends Investors: …and this is why…

“Ishiba has pledged to revitalise economic growth”….by raising taxes. Genius! Why has no one thought of this before

Oh speaking of Paris fashion week, guess which “luxury” brand isn’t there? Burberry It can’t play with the big boys like Dior or Loewe If you ain’t at Milan, Paris, or NY fashion week, are you really a luxury fashion brand even? $burby

Holy shit AMQ killing it Also don’t talk to me about luxury brands or fashion until you’ve seen at least 20 fashion shows. Anyone who says “oh they’ll sell more clothing!” Is a fucking moron Brands don’t make much margin on clothes. In fact, w the show, it’s a break even.

전체적으로는 크게 비중 실었던 부동산이 별 힘을 못쓰면서 동기간 시장수익률 정도만 간신히 나지 않았나 싶고, 같은 금액을 $QQQ 에 넣은 것 대비는 약간 못하지 않았나 정도의 생각이 있습니다. ㅎㅎ 그래도 4-5루타씩 친 종목들이 있어서 체면은 차린 것 같습니다.

최근에 AI 테마가 local maxima를 지나고 있음을 느끼며 다음 먹거리를 고민하게 되는 시점인데, 마땅한게 안 보이네요. 다음이 언제가 될 지는 모르지만, 무언가 나누고 싶은 재미있는 의견이 생긴다면 언젠가 또 돌아오겠습니다. 다들 성투하세요!