@stfbutnou stf

stf posts on X about market, ai, $upst, china the most. They currently have [-----] followers and [---] posts still getting attention that total [---------] engagements in the last [--] hours.

Engagements: [---------] #

Mentions: [--] #

Followers: [-----] #

CreatorRank: [---------] #

Social Influence

Social category influence finance stocks countries technology brands cryptocurrencies fashion brands luxury brands currencies financial services travel destinations

Social topic influence market #4442, ai, $upst, china, business, balance sheet, in the, if you, bullish, $nage

Top assets mentioned Upstart Holdings, Inc. (UPST) China Yuchai International Ltd. (CYD) Sable Offshore Corp. (SOC) Credo Technology Group Holding Ltd (CRDO) Marginswap (MFI) Alibaba Group (BABA) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Crocs, Inc. (CROX) Western Digital Corp (WDC) Stacks (STX) Morgan Stanley (MS) Intel Corporation (INTC) POP MART (PMRTY) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Goldman Sachs (GS)

Top Social Posts

Top posts by engagements in the last [--] hours

"$VKTX surprise sell-the-new price action even demonstrating best-in-class dataset in town Shocking market reaction: Lian said Viking received positive feedback Sunday night and Monday and there wasnt anything we found problematic in either dataset so the reaction was shocking. It could have been a sell-the-news type of reaction but I dont know Lian said. I havent heard a coherent consistent story other than that. Partner: The biotech is open to partners but is prepared to go it alone into Phase [--] Lian said. The company is meeting with the FDA later this quarter to work out the design for"
X Link 2024-11-05T13:58Z [--] followers, [---] engagements

"$LULU Im no political oracle Trumps tariff chess game is anyones guess. Also Im not a trend whisperer so who knows whats next in athleisure But I know if Lululemon cant unlock new growth and their moat is just brand vibes (not bulletproof patents) Chinese rivals could eat their lunch fast. Paying 12x ev/ebitda in [----] It looks cheap but doesn't sound like a steal to me. Maybe it's another story of "premium pricing is just premium""
X Link 2025-06-10T23:49Z [--] followers, [--] engagements

"Thanks to @deepvaluedude for the view on $VOD which made me dig into their story. Long story short: I agree Vodafone presents a compelling asymmetric risk/reward opportunity especially if you're Spacemob. (Disclaimer: I own $ASTS but I think Vodafone is also an interesting name depending on your portfolio and risk appetite). My take on $VOD is that the market is failing to price in a radically transformed business. It's assigning a "stagnant utility" multiple to a leaner de-risked company that has a high-growth high-margin catalyst on the horizon. 1) Valuation Dislocation: Post-restructuring"
X Link 2025-06-28T15:19Z [--] followers, [---] engagements

"$RCEL bulls are disappointed with flat revenue for q4 '24 and q1 '25 and short sellers keep increasing their positions betting that the company will need an equity offering or additional refinancing to raise more cash. I doubt the trustworthiness of management given their track record and they are always over optimistic like they still continue to maintain their positive net income guidance for q4 this year. However given that the market is already pushing the price down and pricing in an equity raise or missed guidance I choose the side to bet on management's confidence in their product;"
X Link 2025-07-29T09:36Z [--] followers, [---] engagements

"$MFI I bet you are familiar with this name. https://apps.sfc.hk/publicregWeb/indi/BWK978/licenceRecord https://apps.sfc.hk/publicregWeb/indi/BWK978/licenceRecord"
X Link 2025-08-04T08:17Z [--] followers, [---] engagements

"$RCEL Same issue on mgmt that they are too optimistic as always even qoq revenue stay flat on q1 which lead to inevitable significant cut on full-year guidance. The narrative and the numbers are disconnected. Disappointed on mgmt why they do not disclose the material CPT code reimbursement issue during q1 which I'm pretty believe they notice this at the beginning of this year and finally this looks like the real issue/reasonable explanation on why revenue stay flat qoq (worst case would be their product suite isn't as fancy as they described). This lack of transparency raises serious concerns"
X Link 2025-08-09T05:02Z [--] followers, [---] engagements

"it doesn't make sense that management decided to ignore their February letter and naively think that HH would let them finish the merger at this price lol "We previously delivered a letter to the Board (the February Letter) on February [--] [----] expressing our fundamental disapproval of the Current Consortiums proposal submitted to the Board on January [--] [----] (the January Proposal) to acquire all of the outstanding shares and ADSs that are not already beneficially owned by the Current Consortium at the Current Price laying out our calculation of the Companys fair equity value and the facts and"
X Link 2025-08-21T01:46Z [--] followers, [---] engagements

"this is my quant A green morning. https://t.co/Y7cyIo9Idj A green morning. https://t.co/Y7cyIo9Idj"
X Link 2025-10-11T09:01Z [--] followers, [---] engagements

"$WIX price action made me confused that last month they had a strong rally on base44 acquisition with re-pricing the ARR acceleration; but now stock price back to the time before acquisition 🤔"
X Link 2025-10-15T14:38Z [--] followers, [--] engagements

"$SOC I think bears need to admit that the situation changed a lot. In the old world this was an Intrastate pipeline regulated solely by California; but it is now an Interstate pipeline and PHMSA has issued an Emergency Permit. The definition of pipeline has changed compared to the agreement. You could argue that you got support in the past because you got signatories from Federal agencies under your agreement. But when it comes to an "Emergency" permit if the judge continues to uphold California's veto power they are effectively "obstructing the Federal Governments response to an emergency.""
X Link 2025-12-24T17:17Z [----] followers, [----] engagements

"$AR Antero Resources - pure natural gas play with unhedged gas price. expected natural gas demand growth with higher electricity demand led by below: 1) ai/data centers crypto and electrification in the u.s. also expected demand from mexico rise. 2) large amounts of coal plant retirements provide upside to natural gas power generation through [----]. AR has the lowest capex per mcfe of its peer group meaning highest capital efficiency at just $0.55/mcfe compared to $0.92 peer average. 3) AR also has the lowest free cash flow natural gas price breakeven with $2.24/mcf henry hub while other peers"
X Link 2024-08-04T12:57Z [----] followers, [---] engagements

"Old story but it might look quite compelling when it comes to global uncertainty on both political and macro side. $BNED we see an interesting value trap opportunity with good risk/reward ratio on this company; they operate a biz model primarily focused on providing educational materials and services to students and academic institutions. They were known as operating college bookstores providing textbooks; but this should not be their main growth - their key growth stream relies on "First Day Complete" programs - a significant part of BNED's strategy involves expanding these programs. FDC is"
X Link 2025-06-09T15:29Z [----] followers, [----] engagements

"$NAGE based on the FDA's letters dated September [--] [----] companies can now legally market and sell products containing NMN as dietary supplements in the United States - but there is some key requirements manufacturers must follow: Manufacturers or distributors must submit a premarket safety notification to the FDA at least [--] days before they begin selling their NMN product. This notification must contain evidence and data that forms the basis for concluding that the dietary supplement containing NMN "will reasonably be expected to be safe" when used as directed. If a company markets an NMN"
X Link 2025-10-02T09:03Z [---] followers, [---] engagements

"$CROX Crocs is a strong buy - even if they are ugly. The valuation is just simply too cheap. Crocs trades at a 6x p/e and 7x p/fcf - this is for a profitable cash-gushing company with an iconic product like its holey foam sandals. The bears keep betting on the idea that Crocs is a fad destined for a sharp decline in U.S. sales as consumers move on to the next shiny thing. However they intended to ignore the product's proven durability that it's not just a passing trend; it's a utility item that's been around for over two decades already. If Crocs were truly a one-hit wonder how would they"
X Link 2025-10-11T18:24Z [--] followers, [---] engagements

"@dogbreath5484 they already priced heydude to almost zero value on their book during last quarter. i believe mgmt and investors agreed that this is a bad and overpriced acquisition. market also punished them on this and reflected on current stock price"
X Link 2025-10-13T00:38Z [---] followers, [--] engagements

"$RCEL market will soon understand this is actually bullish news on CEO Leave lol $RCEL Same issue on mgmt that they are too optimistic as always even qoq revenue stay flat on q1 which lead to inevitable significant cut on full-year guidance. The narrative and the numbers are disconnected. Disappointed on mgmt why they do not disclose the material CPT code $RCEL Same issue on mgmt that they are too optimistic as always even qoq revenue stay flat on q1 which lead to inevitable significant cut on full-year guidance. The narrative and the numbers are disconnected. Disappointed on mgmt why they do"
X Link 2025-10-17T08:02Z [--] followers, [---] engagements

"i think this collaboration could provide investors a new story for $PYPL on "new growth line". As a payment gateway+processor with global network pricing at 10x ev/ebit market would re-rate paypal very soon. PayPal is also introducing PayPal World to connect global wallets on a single platform OpenAI won't have to deal with integrating every single wallet on their platform PayPal does that job https://t.co/NAzsLVBTKb PayPal is also introducing PayPal World to connect global wallets on a single platform OpenAI won't have to deal with integrating every single wallet on their platform PayPal"
X Link 2025-10-29T02:40Z [---] followers, [---] engagements

"5991 iykyk $WDC $STX Banger result from $WDC as well Feel the supercycle Banger result from $WDC as well Feel the supercycle"
X Link 2025-10-31T05:07Z [---] followers, [---] engagements

"TDK: Sales of HDD suspension assemblies grew considerably as demand in the HDD market significantly exceeded the previous years level. $STX $WDC"
X Link 2025-10-31T16:19Z [----] followers, [----] engagements

"HDD and SSD could be co-existence as: 1) high-performance SSDs for real-time data during AI model training high-bandwidth checkpoints real-time inference. 2) QLC SSDs for less frequently accessed data processed results logs 3) HDDs for raw datasets pre-training data lakes compliance archives backups of models and systems. its not economically feasible to "all-in" SSDs while there is 5-10x cost difference - at least by far not now $STX $WDC $SNDK What I dont understand is that some HDD bulls claim that HDDs have an advantage over SSDs in terms of lifespan. This is a completely untrue and very"
X Link 2025-11-02T13:25Z [---] followers, [---] engagements

"$PSIX competition in this area is truly intense that they are now heavily relying on Weichai and once growth runway in datacenter backup power is gone/ supply is catching up clients would still prefer engines from Cummins RollsRoyce MTU. I'm not saying they can't secure new clients base but I would definitely prefer $2722 and $CYD while they could enjoy profits from CMI ad RR with JV structure and I don't like Weichai changed their mgmt board and keep selling share even I understand this is reasonable profit-taking behavior $PSIX Power Solutions International designs integrates and"
X Link 2025-11-04T02:30Z [---] followers, [----] engagements

"@nofil_ai @illyquid $lite just posted a decent earning which i think it should be an inflection point for the companies; $psix i do not have so much comments on it actually. i wanted to give some of my concern to y'all and hope you could measure the potential risk before making the bet"
X Link 2025-11-05T13:04Z [---] followers, [---] engagements

"$UPST time to test your confidence on mgmt again of whether loans on balance sheet can be funded coming few quarters $UPST -14% on a modest guidance trim management cited tighter model underwriting as the cause. Credit performance was actually quite strong - NII coming in at $19M vastly surpassing $5M guidance. Additionally Upstart's co-investment deals are up on a FV basis signaling $UPST -14% on a modest guidance trim management cited tighter model underwriting as the cause. Credit performance was actually quite strong - NII coming in at $19M vastly surpassing $5M guidance. Additionally"
X Link 2025-11-05T15:44Z [---] followers, [---] engagements

"@MaiusPartners Can we get this with double [--] discount"
X Link 2025-11-07T00:54Z [---] followers, [--] engagements

"$UPST I really appreciate and respect how detail-minded @HenryInvests is to observe this key finding from the 10-Q MD&A. This is a perfect example of how we study a company fundamentally and finding alpha hidden in plain sight. I ran the numbers from the official filings again to make sure i didn't miss anything. As of Q2 YTD Transaction Volume = $4954006 as reported Company's 10Q: "Out of the total principal of loans transacted on our marketplace during the six months ended June [--] [----] 53% were purchased by institutional investors 26% were retained by our lending partners and 21% were held"
X Link 2025-11-07T17:22Z [---] followers, 13.3K engagements

"$UPST Wrote an article to explain this clearly in more details. Market probably misread a strategic Research & Development (R&D) investment. https://open.substack.com/pub/stfbutnou/p/upstart-2025q3-updater=4kr17v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true $UPST I really appreciate and respect how detail-minded @HenryInvests is to observe this key finding from the 10-Q MD&A. This is a perfect example of how we study a company fundamentally and finding alpha hidden in plain sight. I ran the numbers from the official filings again"
X Link 2025-11-08T04:46Z [---] followers, [----] engagements

"Yes upstart have been holding small amount of loans on balance sheet in the past for transitioning which wall street are fine with it; what they are not happy now is management cannot clearly explain why they need hold loans for their new products which raise their concerns on demands on new products and it severely affects their potential TAM and valuation if its true"
X Link 2025-11-09T02:36Z [---] followers, [---] engagements

"My feelings on conference call is analyst seek for a confirmation of "those loans would eventually be funded" but mgmt was trying so hard to explain why its on balance sheet. It's definitely not a good call that mgmt should always try best to relieve investors' concerns but they didnt do it well"
X Link 2025-11-09T02:45Z [---] followers, [---] engagements

"I believe they were expecting r&d loan would be funded and "eliminated" in q3 however with accounting tricks the loans on balance sheet turns out "more than" q2 - and they probably don't believe Paul and Dave now This ultimately leads to your confidence on managements (=probability of "their AI model is not broken") and understanding on company's fundamental. I'm pretty sure they will be backed as bulls once they confirm loans can be funded in coming quarters"
X Link 2025-11-09T18:18Z [---] followers, [--] engagements

"While we acknowledge that there are lots of potential for aggressive growth investments to optimize portfolio risk-adjusted returns it's not a bad idea to integrate some stable high-yield asset is key. Hence - we hope to share Wah Sun Handbags (2683 HK) that could function as a defensive core equity position offering an attractive income stream due to its high likelihood of consistent payouts even through business cycles. https://open.substack.com/pub/stfbutnou/p/wah-sun-2683-hkr=4kr17v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-11-10T14:34Z [---] followers, [----] engagements

"Quick Take on Union Tools (6278 JP) Q3 earnings: Good to see their gross margin return back to 40% + CAPEX plan on new factory building - clear evidence on robust clients' demand & current shortage environment. Minor concern will be the decision not to raise bit prices for Japanese clients under this Q. Not sure if this is tied to any contract agreements behind but I hope to see sales momentum could translate into net profit growth from the Japanese market in the coming quarters. I guess you would love to follow me if you checked my publication date on article below and price return"
X Link 2025-11-11T12:09Z [----] followers, [---] engagements

"$VOD still not yet pricing in SatCo's potential growth in coming two years Thanks to @deepvaluedude for the view on $VOD which made me dig into their story. Long story short: I agree Vodafone presents a compelling asymmetric risk/reward opportunity especially if you're Spacemob. (Disclaimer: I own $ASTS but I think Vodafone is also an interesting Thanks to @deepvaluedude for the view on $VOD which made me dig into their story. Long story short: I agree Vodafone presents a compelling asymmetric risk/reward opportunity especially if you're Spacemob. (Disclaimer: I own $ASTS but I think Vodafone"
X Link 2025-11-11T14:06Z [---] followers, [---] engagements

"at least 40m for 1H - if we conservatively assume 2H as 0% growth - suggests around 88m net profit per year. current EV is 250m - its still at 3x EV/EBIT while they tend to pay out over 60% net income as a dividend - which mean its an expected dividend yield of at least 10% i always believe good/bad is subjective - you can look at their business model and above financial metrics to make the call based on your personal risk appetite"
X Link 2025-11-13T06:42Z [---] followers, [--] engagements

"@Jukanlosreve @OmerCheeema what's your view on Kioxias positioning on this super cycle how much they can be benefit from e-SSD given the intensive competition from Samsung/SK"
X Link 2025-11-14T07:50Z [---] followers, [---] engagements

"Which specific company/sector would all of you be interested in seeing a deep-dive analysis on I will try prioritize writing an article on the topic with the highest demand of course assuming it's a topic I'm familiar enough with and feel bullish about"
X Link 2025-11-15T15:01Z [----] followers, [----] engagements

"IMO successfully navigating distressed debt market in China requires a hard-core deep dive on industry knowledge management style and even a nuanced awareness of Chinese culture; but in terms of BK restructuring I think ROADKG perp bond is probably one of the most interesting opportunities on China real estate side right now. I bet it's worth taking some time to look into this if you are interested on this topic. I'll try to write an overview here when I have time but it will certainly take some effort"
X Link 2025-11-16T16:08Z [---] followers, [---] engagements

"$CRGO thank you for the dip"
X Link 2025-11-17T16:34Z [----] followers, [---] engagements

"$MFI but this announcement eliminates most of the market concern of what are they trying to do/if it's related to crypto - if crypto sentiment getting better + low equity float - it's pretty easy to squeeze the price like what $SBET $BMNR before $MFI launching a $500M Treasury in the worst #Crypto market in years is peek Market Comedy 😅 $MFI launching a $500M Treasury in the worst #Crypto market in years is peek Market Comedy 😅"
X Link 2025-11-21T17:07Z [---] followers, [---] engagements

"I do not disagree they could become rubbish at the end. It seems like Dawei have no choice but to announce their plan even it's the worst time to disclose what they are planning to do. at least they cares about the share price given it was manipulated with $100k + low liquidity. Let's see what's final outcome"
X Link 2025-11-21T17:20Z [---] followers, [---] engagements

"MS upgraded its future estimates for both Micron (MU) and SanDisk (SNDK) most notably boosting Microns Fiscal Year [----] EPS by 15% to $29.08 which is 58.5% above the street consensus of $18.34 on expectations of higher revenue and substantial gross margin expansion. $SNDK $MU"
X Link 2025-11-24T16:44Z [----] followers, [---] engagements

"@capytalmgmt Alibaba is so underrated"
X Link 2025-11-25T12:54Z [----] followers, [---] engagements

"$MFI hot takes: I like their idea of BCH treasury but PIPE at $10 after liquidity damage is dirty af $MFI: Yuan Dawei has taken over as Chairman and CEO https://t.co/hJSfgdyU9p $MFI: Yuan Dawei has taken over as Chairman and CEO https://t.co/hJSfgdyU9p"
X Link 2025-11-25T13:16Z [----] followers, [----] engagements

"$BABA Alibaba Conference Call highlight on AI The pace of deploying Alibaba Cloud's AI servers is severely lagging behind the growth rate of customer orders. The number of outstanding backlogged orders for Alibaba Cloud is still continuously expanding and the future potential is still in the process of accelerating growth. They have great confidence in the future demand for AI. Alibaba do not rule out making additional investments beyond the already committed [---] billion RMB three-year investment. They also stated that considering customer demand the previously mentioned [---] billion RMB"
X Link 2025-11-25T14:46Z [----] followers, [---] engagements

"Are we bullish enough on Japanese optic companies yet Morgan Stanley: In October optical connector shipments rose MoM reaching the second-highest level on record. Optical fiber/cable hit new highs for FY25. Strong demand from data centers was confirmed which is positive for the wire and cable industry. Weve published the latest earning review + conference call highlight on one of the Japanese optic winners Seikoh Giken. We summarized and translated all key info from the slides and discussion featuring my own deep-dive views and business outlook. Enjoy https://t.co/hsakADSWDR Weve published"
X Link 2025-11-27T12:20Z [----] followers, 35.7K engagements

"Like what they said the core technologies of Yarn Manufacturing and Finishing remain under Nittobo's control. This is a win-win collaboration: it helps Nittobos production capacity while also allowing Nanya to secure greater market share in the high-end CCL market while the supply is strictly limited to Nanya own CCL business"
X Link 2025-11-28T09:27Z [---] followers, [---] engagements

"@zephyr_z9 everyone wants to find the next Advantest/Nittobo"
X Link 2025-11-28T14:50Z [----] followers, [----] engagements

"I do think the market will understand very soon on how wrong it is to think Upstart is keeping the loans on its balance sheet because it isn't able to sell them. $UPST $UPST Wrote an article to explain this clearly in more details. Market probably misread a strategic Research & Development (R&D) investment. https://t.co/IE8JWCq5s8 https://t.co/cJqzKojgfH $UPST Wrote an article to explain this clearly in more details. Market probably misread a strategic Research & Development (R&D) investment. https://t.co/IE8JWCq5s8 https://t.co/cJqzKojgfH"
X Link 2025-11-28T15:00Z [----] followers, [----] engagements

"Agree. While this perspective may not resonate with everyone if you choose to buy Upstart and trust its model which is optimized for superior risk-adjusted performance they cannot only celebrate the predictions that favor high-risk tolerance while simultaneously criticizing the signals that suggest caution"
X Link 2025-11-28T15:35Z [---] followers, [---] engagements

"Lol. Basically we predicted all their number accurately before their earning release in the write-up - Canada sales yoy growth 179.91% from Aldo - Net Profit yoy growth 79% - Total Dividend yoy growth 100% $0.12 FY dividend but still trading at $1.1 and 2x EV/EBITDA While we acknowledge that there are lots of potential for aggressive growth investments to optimize portfolio risk-adjusted returns it's not a bad idea to integrate some stable high-yield asset is key. Hence - we hope to share Wah Sun Handbags (2683 HK) that could function as https://t.co/gF4k48u0sl While we acknowledge that there"
X Link 2025-11-28T16:11Z [---] followers, [----] engagements

"You are not bullish enough on China if you don't have the new three treasures: Mixue Labubu and Laopu Gold. MS: Pop Mart's bull-bear debate is not likely to be settled soon but we think the current 16x 2026e P/E presents an attractive entry level to own a high-ROE company that has deep roots in rising kidult demand"
X Link 2025-11-29T01:43Z [----] followers, [----] engagements

"@zephyr_z9 is time to activate A-share access on IBKR"
X Link 2025-11-30T04:18Z [----] followers, [---] engagements

"Beyond the Japanese semiconductor supply chain we have also been looking for some quality asymmetric small-cap opportunities. We believe Freightos the digital terminal for global freight is a mispriced monopoly on data liquidity in the world's largest most archaic industry. Their potential value is severely misunderstood by the market. Here is the deep-dive: https://open.substack.com/pub/stfbutnou/p/freightos-the-mispriced-cargo-terminalr=4kr17v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-12-01T14:33Z [----] followers, [---] engagements

"Turn out it's many things to shock the market but not negatively Lol GFHK: We still expect Intel to ramp 18A and 18A-P at small scale in [----] to ensure yield and quality. That said the external customer is expected to start by end-2026. In addition to the aforementioned Apple M-series on 18A-P in [----] we expect 14A to be driven by the potential wins for: 1) Apples non-pro smartphone SoC in [----] (we expect firm visibility by end of 2025); 2) Nvidia & AMD server projects in 2028; 3) Tier-1 Ethernet switch in [----]. With thoughtful cost/scale management we expect its IFS GM turnaround by end-2026"
X Link 2025-12-02T03:58Z [----] followers, 55.3K engagements

"1) Takes 1-2 years to get AVL certification 2) Developing NER/NEZ glasses for 2026-27 3) Still irreplaceable on Low CTE areas don't blame the market if you do not buy the dip on the misunderstood"
X Link 2025-12-02T08:29Z [----] followers, [----] engagements

"@TheBottleneck_ @zephyr_z9 @illyquid Morgan Stanley research analyst"
X Link 2025-12-02T23:26Z [----] followers, [--] engagements

"Bernstein: We do not expect NVIDIA to resume sales in China amid the ongoing backdoor investigation as a result local players are expected to capture 90% of the market share by 2028"
X Link 2025-12-05T01:25Z [----] followers, [----] engagements

"It's actually pretty interesting to see the controversy surrounding MRVL given the contrast between management's confidence and the comments we saw here. JPM: Management remains perplexed/frustrated at all of the noise in the market as their major customers (AWS and Microsoft) multi-generational XPU programs remain on track to ramp in CY26 (Trainium3 and 3nm Maia) and 2nm next-gen programs are already in the design phase"
X Link 2025-12-09T15:48Z [----] followers, [---] engagements

"Oriental Watch: Buying a 60-Year Rolex Dealership at 2x Adj. EV/EBIT + 11% Dividend Yield https://open.substack.com/pub/stfbutnou/p/oriental-watch-398-hkutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/stfbutnou/p/oriental-watch-398-hkutm_campaign=post-expanded-share&utm_medium=web"
X Link 2025-12-10T15:08Z [----] followers, [----] engagements

"@madcap_cap @hs_smellan @stockreveal Agree. Have to be aware of how much percentage of their profits came from high-end chips (main growth driver) while they also cover low-end chips/pcb even they held significant market share on high end area"
X Link 2025-12-10T23:57Z [----] followers, [--] engagements

"they have dealership with Rolex and several luxury watches brand; they can always get those watches less than retail price and make the profit from the price gap. this is how they run their bussiness. but of course in reality Rolex Tudor and other brands will not heavily allocate the most popular models to a dealer that has no inventory. So it's more on theoatically speaking - if they sold out all watches they have they still can get watches from watches brand and sell to their customers"
X Link 2025-12-11T01:03Z [----] followers, [--] engagements

"yes but why you considered this as unable to run the bussiness lets assume if all their watches are the most pouplar models that once they get the watches they can resell immediately; and for this case their balance sheet would not have any inventory and they are still making money (price gap) with dealership they have with those brands"
X Link 2025-12-11T01:16Z [----] followers, [--] engagements

"@simcity31 yay of course lol if they can sell them immediately i dont think rolex need them and allow them to make the price gap profit haha; my thought is more on their dealership is the key factor allowing them to run this bussiness model but not the inventory"
X Link 2025-12-11T01:23Z [----] followers, [--] engagements

"Some highlights of Lumentum's presentation at Barclays Global Technology Conference; most interesting part probably is they say they are trying NOT to be a "King Maker" by favoring one hyperscaler (e.g. Amazon vs. Google) but is constrained by physics. Confirmed again on massive supply-demand imbalance. They are not just "sold out"; they are structurally constrained through [----]. Major customers (hyperscalers) are signing 2-year non-cancellable commitments. Pricing is "elevated" and "flat" (no volume discounts) over the contract life. There is no single "golden screw" or tool to fix."
X Link 2025-12-11T12:57Z [----] followers, [----] engagements

"@zephyr_z9 do we still need companies like $supx to be bagman lmao"
X Link 2025-12-13T10:16Z [----] followers, [---] engagements

"BBG Anna: We see a case for [---] basis points of Fed rate cuts in the year ahead based on our view that payrolls will be weak in the first half of [----] and the transcript-based inflation index. https://t.co/XvkQAUH6Ti https://t.co/XvkQAUH6Ti"
X Link 2025-12-15T07:47Z [----] followers, [----] engagements

"For those worried about AVGO below are the highlights from the management meeting 1) During the earnings call the company cited a $73B AI backlog covering an 18-month period. Management clarified in the meeting that this timeline is extremely conservative and the orders will likely ship in a period closer to [--] months. 2) Excluding the new $11B from Anthropic the backlog still increased by $2025B driven essentially by Google and Meta and does not yet include OpenAI. 3) Regarding "Google Risk" they addressed concerns about Google going direct to foundries and they suggested this is unlikely to"
X Link 2025-12-16T06:40Z [----] followers, 16.4K engagements

"@RYANHINGSHING more accurately people have been underestimating xiaomi and lei jun"
X Link 2025-12-16T15:14Z [----] followers, [---] engagements

"@Sudhanshu085 ubs have 26e 33x and 27e 25x p/e; do you agree with their estimation on eps growth if not whats your view here"
X Link 2025-12-16T16:34Z [----] followers, [---] engagements

"@Sudhanshu085 p/e is different from p/s i guess i like a company offering 30x & 40% yoy growth rather than 10x & 5% yoy growth"
X Link 2025-12-17T01:10Z [----] followers, [--] engagements

"@ruchernchong its report from ubs"
X Link 2025-12-17T04:51Z [----] followers, [--] engagements

"Bloomberg Economics: expects that one notable takeaway from Novembers CPI report which will include partial data for October is that inflation in most tariffed-exposed goods categories is peaking or has already peaked. After raising goods prices in October businesses slashed them in November amid holiday sales events. Food-price growth slowed sharply in both months. Even as autos and related goods are still showing lingering signs of inflation we think on net the data confirm Fed Chair Jerome Powells expectation that absent additional tariffs core goods prices are on track to peak early next"
X Link 2025-12-18T01:15Z [----] followers, [---] engagements

"It has become a question of AI development and how to value a companys valuation premium when it holds such a dominant position in this critical sector. Regarding growth my thought is not to underestimate the potential of technological advancement as it often exceeds expectations. While one might worry if pre-revenue AI startups can sustain their growth if the industry stalls NVDA has a significant margin of safety to pivot its business if necessary. As for the valuation while we don't have a definitive answer on how the market will price NVDA long-term weve seen Apple trade at a 35x P/E with"
X Link 2025-12-19T18:00Z [----] followers, [---] engagements

"pretty surprised that ex-us equities is doing quite well this year"
X Link 2025-12-20T05:53Z [----] followers, 46.4K engagements

"Sound like a good entry if they do passed all necessary approval $SOC would like to hear anyone's opinion on why they are not getting full approval yet / any potential risk at this point $SOC +18.8% Sable Offshore stock jumps 19% after federal regulators approve restart plan for Las Flores Pipeline System marking progress for controversial California offshore oil project. https://t.co/z3pgCCQZzB https://t.co/z560wSIdwY $SOC +18.8% Sable Offshore stock jumps 19% after federal regulators approve restart plan for Las Flores Pipeline System marking progress for controversial California offshore"
X Link 2025-12-23T14:59Z [----] followers, [----] engagements

"so I guess key conflict on $SOC right now is on the clash between "Federal Preemption" and "State Rights/Judicial Orders." Bulls argue that with PHMSA officially designating the pipeline as an "interstate active asset" and approving the restart plan federal law now holds absolute priority under the Supremacy Clause; this they claim renders Californias obstructive SB [---] law unconstitutional and makes a restart inevitable; conversely bears emphasize that an administrative letter from PHMSA cannot automatically override the "Refugio Consent Decree" a court-protected agreement signed by 10"
X Link 2025-12-23T16:14Z [----] followers, [----] engagements

"$SOC price action doesn't make sense now if this is a politics game (if i were short seller I definitely do not bet at this level until we see(know) CA/court's thought so I guess key conflict on $SOC right now is on the clash between "Federal Preemption" and "State Rights/Judicial Orders." Bulls argue that with PHMSA officially designating the pipeline as an "interstate active asset" and approving the restart plan federal law now holds so I guess key conflict on $SOC right now is on the clash between "Federal Preemption" and "State Rights/Judicial Orders." Bulls argue that with PHMSA"
X Link 2025-12-24T15:16Z [----] followers, [---] engagements

"@HenryInvests Bro congrats Time to get a loan from upstart No wonder you care if they are doing housing loan soon🤪"
X Link 2025-12-28T12:45Z [----] followers, [---] engagements

"$UPST I really like the energy from Dave's tweet after Q3 slump because of so-called "balance sheet" concern; but if they tweet like this and at the end can't beat Q4 estimation or still cannot provide a clear explanation on balance sheet this could be a huge red flag. Cant wait to show you what @upstart has in store for [----] 🤩 #thosewhostay Cant wait to show you what @upstart has in store for [----] 🤩 #thosewhostay"
X Link 2025-12-31T10:02Z [----] followers, [----] engagements

"@rwang07 tell me who can get big bonus for 26"
X Link 2026-01-02T01:19Z [----] followers, [---] engagements

"Lets go $INTC CPUs CPUs"
X Link 2026-01-06T23:54Z [----] followers, [----] engagements

"@MaiusPartners my source saying AIDC market in China began to rebound in Nov/Dec [----] with increasing bidding volume and procurement shifted from "preliminary reservations" to "locked-in contracts" - I guess this is huge bullish on their JV"
X Link 2026-01-07T01:38Z [----] followers, [---] engagements

"$TMDX feels like a good information arbitrage opportunity to play Q4 earnings on their FY26 guidance if momentum remains consistent in the coming weeks $TMDX buyers have been relentless lately. Almost as relentless as their pilots. Flight data is. Honestly unbelievable. [--] flights per day. Compared to [----] in December [----] in November and [----] in October. That's not a $130 stock. No way. https://t.co/4IRYJDd2o2 $TMDX buyers have been relentless lately. Almost as relentless as their pilots. Flight data is. Honestly unbelievable. [--] flights per day. Compared to [----] in December [----] in November"
X Link 2026-01-10T02:47Z [----] followers, [----] engagements

"MS downgrade UMC - they think TSMC's overflow orders would go to Vanguard"
X Link 2026-01-14T06:15Z [----] followers, [----] engagements

"Literally printing money $TSM Net income NT$505.7 billion +35% y/y estimate NT$467 billion Gross margin 62.3% vs. 59.5% q/q estimate 60.6%"
X Link 2026-01-15T06:00Z [----] followers, [----] engagements

"TSMC's capex plan should encourage funds that were previously cautious about AI to increase their allocation to NVDA again ensuring they don't underperform the benchmark. I think NVDA can break its ATH in Q1"
X Link 2026-01-15T11:32Z [----] followers, 55K engagements

"You need to understand the fact of TSMC's historically conservative culture and their skepticism toward tech firm's tendency to overpromise. When a company that treats its capital as a matter of national security decides to deploy massive capex after rigorous due diligence betting on an 'AI bubble' essentially implies you believe your judgment supersedes the strategic foresight of TSMC's management. TSMC's capex plan should encourage funds that were previously cautious about AI to increase their allocation to NVDA again ensuring they don't underperform the benchmark. I think NVDA can break"
X Link 2026-01-15T15:05Z [----] followers, 53.6K engagements

"Contracts might last [--] years but a fab's depreciation cycle is 5-7 years and its operational life needs to be 10-20 years to be truly profitable. If the bubble bursts in year [--] TSMC is left with a massive depreciating asset and no customers to fill it. TSMC is notoriously conservative because they hate idle assets more than they love short-term contract fees. If they build it I strongly believe they at least see structural demand beyond the 3-year horizon. https://twitter.com/i/web/status/2011847554384994540 https://twitter.com/i/web/status/2011847554384994540"
X Link 2026-01-15T17:06Z [----] followers, [----] engagements

"@madcap_cap @ayz_yzyz I mean the photo but not his article; his work did well on explaining how Nittobo became the greatest company on this area"
X Link 2026-01-20T04:22Z [----] followers, [---] engagements

"Since many of you messaged me for my thoughts on the call here is my take: As anticipated in the pre-earnings view we are seeing the secondary outcome play out perfectly. The markets high expectations for an immediate blowout were checked by a soft Q1 guidance (likely causing the predicted "dip" for those haven't bought yet) However the Core Thesis that a CPU shortage exists and 18A/14A are real was explicitly confirmed not busted. The fear was that the shortage rumors were exaggerated or that the foundry roadmap had stalled. Management dispelled both: 1) Shortage Confirmed: CEO Lip-Bu Tan"
X Link 2026-01-23T03:22Z [----] followers, [----] engagements

"I think you might be misinterpreting my point. Im not suggesting P/E is the only metric nor that low/high P/E always equals 'cheap/expensive.' However P/E should always functions as a metric for market's expectations on their growth. I just took the hype cycle of Pop Mart as an example on this threads. When the Labubu craze in China began to cool compared to last year the risk shifted. If the market continues to price a company at 100x P/E based on 'insane' historical growth that is no longer being realized to me it becomes a textbook short candidate because the valuation has decoupled from"
X Link 2026-01-28T05:54Z [----] followers, [--] engagements

"$CDRE defensive company that doesn't hurt much from economy recession + benefiting decent growth from nuclear play + reasonable valuation at such expensive market = worth certain percentage on your portfolio $CDRE aiming to join the nuclear party. Here is the itinerary for today's analyst day. Notice anything '26 P/E still only 26x. I am buying more https://t.co/L7J50xem6a $CDRE aiming to join the nuclear party. Here is the itinerary for today's analyst day. Notice anything '26 P/E still only 26x. I am buying more https://t.co/L7J50xem6a"
X Link 2025-10-15T13:02Z [----] followers, [---] engagements

"Paul I know you are hinting at me (Bloomberg) --Upstart Holdings Inc.s Chief Technology Offier Paul Gu reported a series of insider stock transactions to the US Securities and Exchange Commission. $UPST $UPST Wrote an article to explain this clearly in more details. Market probably misread a strategic Research & Development (R&D) investment. https://t.co/IE8JWCq5s8 https://t.co/cJqzKojgfH $UPST Wrote an article to explain this clearly in more details. Market probably misread a strategic Research & Development (R&D) investment. https://t.co/IE8JWCq5s8 https://t.co/cJqzKojgfH"
X Link 2025-11-14T02:32Z [----] followers, [---] engagements

"@dubiousnoob @illyquid Unimicron is a Taiwanese company"
X Link 2025-11-28T17:29Z [----] followers, [---] engagements

"CITIC ER team: Based on recent sampling situations from PCB manufacturers and material suppliers the Backplane Mid-board and Switch tray designs will highly likely be confirmed as the M9+Q-glass cloth solution. Leading PCB manufacturers began trial production of backplanes in November and sampling feedback is arriving throughout December. It is expected that the final solution will be confirmed in January-February allowing for verification of large-scale stocking with details to be showcased at the GTC conference in March. The Q-glass cloth solution provides the strongest demand driver for"
X Link 2025-12-17T06:16Z [----] followers, [---] engagements

"@illyquid @taranvirkaonke bro seems like you are too bearish on them; even they are not in rubin chain their products are still in shortage and market are underestimating their double capacity after [----] :D"
X Link 2025-12-23T05:23Z [----] followers, [---] engagements

"does market finally realize what Furukawa does Furukawa Electric shares surged extending their recent rally. It is reported that its subsidiary Hakusan which manufactures optical communication components will invest approximately [---] million yen to increase production capacity for 'MT ferrules' by roughly 30%. https://kabutan.jp/news/marketnews/b=n202601200540 https://kabutan.jp/news/marketnews/b=n202601200540"
X Link 2026-01-21T02:31Z [----] followers, 25.2K engagements

"100k bullish af LMAO *PINDUODUO FINED [------] YUAN OVER TAX REPORTING VIOLATIONS"
X Link 2026-01-21T08:46Z [----] followers, [----] engagements

"japanese hidden gems"
X Link 2026-01-26T01:41Z [----] followers, 25.4K engagements

"@MaiusPartners Buying CYD now is like buying the high-growth Yuchai Marine business at around 17x p/e with the truck engine business thrown in for free"
X Link 2026-01-27T12:45Z [----] followers, [---] engagements

"I am not a fan of Labubu or Starmans but accurately predicting social trends is exceptionally difficult; therefore going long or short based solely on personal aesthetic preference is rarely a wise move. Investment focus on Popmart should always remain on valuation frameworks to identify the gap between 'social hype' and 'earning expectations.' Capitalizing on market misexpectations is always the most robust trading strategy. https://twitter.com/i/web/status/2016339624252334538 https://twitter.com/i/web/status/2016339624252334538"
X Link 2026-01-28T02:36Z [----] followers, [----] engagements

"@MikeFritzell bearish if its trading at 80x p/e and bullish if its trading at 20x p/e so i have no view when its trading at 40x p/e now :D my thought is just reminding everyone to avoid trading based on personal preference or betting that the outcome will simply follow your intuition"
X Link 2026-01-28T05:15Z [----] followers, [---] engagements

"ignore the noise BREAKING: $ASML reports [---] billion total net sales gross margin of 52.2% and [---] billion net income in Q4 [----] and full-year [----] total net sales of [----] billion gross margin of 52.8% and net income of [---] billion. https://t.co/5QbK2qdsdB BREAKING: $ASML reports [---] billion total net sales gross margin of 52.2% and [---] billion net income in Q4 [----] and full-year [----] total net sales of [----] billion gross margin of 52.8% and net income of [---] billion. https://t.co/5QbK2qdsdB"
X Link 2026-01-28T06:32Z [----] followers, [----] engagements

"@rwang07 bbg headline: ASML records order SMASH estimates"
X Link 2026-01-28T06:37Z [----] followers, [---] engagements

"easy beat and raise from Santec (6777 JP) to kick start the earning season"
X Link 2026-01-30T08:46Z [----] followers, [---] engagements

"Jensens recent trip to Taiwan was actually a power move direct to every customer and potential competitor with a very clear message: I have the entire supply chain in Taiwan; you will never be able to compete with me here; If you want to secure your market share over the next few years shut the f up and pay the Nvidia Premium Reuters is just speculating Altman doesn't want to pay the Nvidia margins They got a pretty good deal with Cerebras 1GW of compute for just $10 billion Nvidia would have charged 30B I wonder what the architecture of Titan is Reuters is just speculating Altman doesn't"
X Link 2026-02-03T02:26Z [----] followers, 24.6K engagements

"@Arronwei3n what's your take here Why I feel like the call is actually pretty bullish that CEO emphasized demand is strong and they also expect gross margin is improving on next couple quarters"
X Link 2026-02-04T04:18Z [----] followers, [---] engagements

"what makes people suddenly hate $CRDO this much lol"
X Link 2026-02-04T15:05Z [----] followers, [----] engagements

"And people think CUDA can be vibe coded so they need to sell NVDA asap whoa *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B whoa *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B"
X Link 2026-02-05T00:31Z [----] followers, [----] engagements

"oh shitttt $IREN"
X Link 2026-02-06T01:26Z [----] followers, [---] engagements

"this is why $CRDO up after market apart from guidance revision "In Q4 we secured a significant DSP win for a 800-gig transceiver with initial deployments expected at the US hyperscaler in fiscal '26. At the OFC Conference in San Francisco last month Credo's latest optical innovations drew widespread attention from industry leaders. We unveiled our ultra low power [---] gig per lane optical DSPs built on [--] nanometer technology. This family including full DSP and linear receive optics or LRO variants sets new industry benchmarks for power efficiency. In collaboration with an optical module"
X Link 2026-02-10T01:36Z [----] followers, 20.9K engagements

"$UPST right now I have no idea why market hate this earning result so much after they kinda addressed the balance sheet concern lol"
X Link 2026-02-11T14:48Z [----] followers, [----] engagements

"Amazing Seikoh Giken: Sales of optical connector polishing machines and measurement devices increased significantly as a result of shortened lead times which were achieved through workforce restructuring and the strengthening of supply chain relationships Although they remain undervalued earnings for 2025Q4 should only slightly beat estimates. The company is now in full production but order deliveries are being delayed by approximately three months. We should focus on their order backlog to gauge true demand; and of course we Although they remain undervalued earnings for 2025Q4 should only"
X Link 2026-02-13T07:10Z [----] followers, [----] engagements

"$NAGE some highlights from Fly exclusive interview with CFO Ozan Pamir below Looking out over the remainder of the year Niagens CFO highlights the upcoming earnings release scheduled for the beginning of November. Thats the first milestone we are working towards. Following that we plan to launch an at home injection kit with our own telehealth capability. Then there are Parkinsons results that I expect will be out in early [----]. Discussing any potential misconceptions about the company Niagens CFO tells The fly that he believes theres a consumer misconception about NAD itself. People think"
X Link 2025-10-29T06:21Z [----] followers, [---] engagements

"$NAGE The recent 19%+ drop in Niagen Bioscience (NAGE) stock following the FDAs legalization of NMN represents panic from the market believing NAGEs moat has evaporated. We believe the opposite: this event highlights NAGEs true moats of scientific superiority irrefutable safety data and a high-loyalty customer base making the current valuation an attractive entry point. https://open.substack.com/pub/stfbutnou/p/niagen-bioscience-nage-update-202511r=4kr17v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"
X Link 2025-11-02T13:08Z [----] followers, [---] engagements

"- $NAGE great q3 earning as expected - mgmt think the FDA's reversal on NMN could happen anytime. - they still remain confident in updated full year guidance supported by our strong e-commerce business and existing and new partnerships in the rapidly expanding NAD market. - mgmt evaluated impact on their product after FDA announcement: "we haven't noticed anything yet. We've seen basically the sellers that never stopped selling and continuing to sell it.at this point in time we're not seeing any meaningful impact from the change in that rule." - nothing super surprise to me and I do not"
X Link 2025-11-05T12:44Z [----] followers, [---] engagements

"$NAGE mgmt also cannot believe their company is trading at this price so they need repurchase lol Niagen Bioscience Announces $10 Million Share Repurchase Program https://www.businesswire.com/news/home/20251106627464/en/Niagen-Bioscience-Announces-%2410-Million-Share-Repurchase-Program https://www.businesswire.com/news/home/20251106627464/en/Niagen-Bioscience-Announces-%2410-Million-Share-Repurchase-Program"
X Link 2025-11-06T13:33Z [----] followers, [---] engagements

"$NAGE I guess its something like TRU NIAGEN BEAUTY Something beautiful is coming. https://t.co/eZC1Txg410 Something beautiful is coming. https://t.co/eZC1Txg410"
X Link 2025-11-12T16:28Z [----] followers, [---] engagements

"Some industry update on $CMI $CYD and [----] HK Equity if you are investor on any one of them Cummins: Initiated price negotiations in China in January expected to finalize in February. Their North American order backlog extends beyond [----]. In early January they implemented a hike for North American AIDC clients (approx. 10%) pushing 2MW units from RMB 3.5m to 3.8m driven by capacity constraints and tariff-related component costs. Global lead times are [----] months. Urgent orders require an additional 1015% surcharge which may further boost [----] profitability. MTU: Implemented a unified global"
X Link 2026-01-30T01:20Z [----] followers, 17.8K engagements

"@superhoogie @jukan05 One problem on Resonac is they are not pure player on this thesis; their profit contains mobility and other segments"
X Link 2026-02-02T03:11Z [----] followers, [---] engagements

"$PGY market is overreacting on the revenue miss "In December we also repurchased [--] million of our corporate notes at an approximate 12.5% discount to par. Consistent with our stated objective of opportunistic capital deployment last week we repurchased an additional [--] million of our corporate notes." If they are expecting their business is on downtrend would they keep repurchasing their notes at this moment https://twitter.com/i/web/status/2020861404270727559 https://twitter.com/i/web/status/2020861404270727559"
X Link 2026-02-09T14:04Z [----] followers, [----] engagements

"I'm genuinely impressed by Zhipu but I can only support them in spirit. JPM: Our Dec-26 PT of HK$400 is derived from 30x 2030E P/E when we expect Zhipu AI will generate normalized earnings discounted back using a 15% WACC. The 30x multiple represents a valuation premium over tier-1 Chinese internet players mostly to reflect the companys 100+% revenue CAGR in 2026-30E based on JPMe https://twitter.com/i/web/status/2022713941680623767 https://twitter.com/i/web/status/2022713941680623767"
X Link 2026-02-14T16:45Z [----] followers, [----] engagements

"Quite surprising to see their automotive business declining so rapidly in a single quarter - but given NHK Springs HDD suspension business is forecast to account for more than half of the companys full-year EBIT after restructuring its business line this positions them as a purer play stock focused on HDD suspensions compared to TDK If you believe in the growing demand on capacity/storage NHK Spring will only be a better pure-play in this areas while 1) TDK and NHK form an oligopoly in this essential component market allowing them to have strong pricing power; 2) The primary method for"
X Link 2025-11-12T17:06Z [----] followers, [----] engagements

"I recently watched an interesting Goldman Sachs interview with David Craver from Lone Pine Capital. His core observation: the market has changed in a pretty fundamental way: high valuations among industry giants are just the norm now. I wrote this piece to share my thoughts on whether valuation still matters in a market where everyone seems to be overpaying. Feel free to leave a comment; I'd love to hear where you stand. https://open.substack.com/pub/stfbutnou/p/does-valuation-still-matter-whenr=4kr17v&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true Druckenmiller's statement that"
X Link 2026-02-17T07:18Z [----] followers, [----] engagements

"Druckenmiller's statement that valuation can never be the only factor for buying a stock is definitely correct and insightful as I think everyone understands that getting in at the wrong time will lead to significant opportunity costs. I interpret the catalyst he refers to as market expectations. I agree that sell-side consensus is a useful reference but you need to quantify the anchor price based on all the information you can gather everywhere. If you believe the market still misunderstands the potential growth based on your research then it's the time to buy. The market will re-rate the"
X Link 2025-11-29T12:07Z [----] followers, 55.7K engagements

"Have posted these before but was thinking of them this morning: Quotes on timing in business and investing. Some are mine others I've picked up. - Stanley Druckenmiller: "I never use valuation to time the market. I use liquidity considerations and technical analysis for timing. Valuation only tells me how far the market can go once a catalyst enters the picture to change the market direction. The catalyst is liquidity and hopefully my technical analysis will pick it up." - Timing is rarely single factor causation. Its mostly multi-factor causation. - "The difference between garbage and salad"
X Link 2025-11-27T14:17Z [----] followers, 88.7K engagements

"RT @MaiusPartners: While smart money knows that $CYD is an AI play with increasing exposure to the Bytedance supply chain. Given the mult"
X Link 2026-02-17T07:30Z [----] followers, [--] engagements

"While smart money knows that $CYD is an AI play with increasing exposure to the Bytedance supply chain. Given the multi hour wait to generate a video on SeedDance demand for power will only increase. However lets not forget that its still printing 40%+ growth in its legacy diesel engine business. 🤯 $CYD China Yuchais Marine Power Unit Files for Potential Hong Kong Main Board Listing. https://t.co/RSIXVRf9In. While we were alittle off on the revenue estimate whats most important is that we were almost bang in line on the earnings forecasts: NPAT to shareholders MGP: $CYD China Yuchais Marine"
X Link 2026-02-17T06:36Z [----] followers, 11.6K engagements

"$CYD China Yuchais Marine Power Unit Files for Potential Hong Kong Main Board Listing. While we were alittle off on the revenue estimate whats most important is that we were almost bang in line on the earnings forecasts: NPAT to shareholders MGP: 23E-25E of 387m 571m and 1041m vs. prospectus disclosed numbers of 23A-9m25A 395m535m 762m therefore most of what was said in our last note remains relevant noting that the market has recently re-rated Weichai $2338.hk large engine earnings to 20x+. https://www1.hkexnews.hk/app/sehk/2026/108147/documents/sehk26012700971.pdf"
X Link 2026-01-27T12:21Z [----] followers, 15.2K engagements

"Last week I shared the following email with Upstarters. The next phase of @upstart will be incredible 💙"
X Link 2026-02-16T16:16Z 22.3K followers, 29.6K engagements

"same same My portfolio is now more heavily weighted toward Japanese stocks than U.S. stocks lol. Japan really has a lot of hidden champions. My portfolio is now more heavily weighted toward Japanese stocks than U.S. stocks lol. Japan really has a lot of hidden champions"
X Link 2026-02-16T02:37Z [----] followers, [----] engagements

"My portfolio is now more heavily weighted toward Japanese stocks than U.S. stocks lol. Japan really has a lot of hidden champions"
X Link 2026-02-16T02:14Z 70.6K followers, 139.7K engagements

"damn openai again I'm joining @OpenAI to bring agents to everyone. @OpenClaw is becoming a foundation: open independent and just getting started.🦞 https://t.co/XOc7X4jOxq I'm joining @OpenAI to bring agents to everyone. @OpenClaw is becoming a foundation: open independent and just getting started.🦞 https://t.co/XOc7X4jOxq"
X Link 2026-02-16T01:11Z [----] followers, [----] engagements

"I'm joining @OpenAI to bring agents to everyone. @OpenClaw is becoming a foundation: open independent and just getting started.🦞 https://steipete.me/posts/2026/openclaw https://steipete.me/posts/2026/openclaw"
X Link 2026-02-15T21:54Z 355.5K followers, 4.8M engagements

"GS on PCB and CCL allocation valuable"
X Link 2026-02-14T07:34Z [----] followers, 16.5K engagements

"LOL 🚨 $BABA - *US REMOVES DOCUMENT THAT LISTED FIRMS LINKED TO CHINA MILITARY 🚨 $BABA - *US REMOVES DOCUMENT THAT LISTED FIRMS LINKED TO CHINA MILITARY"
X Link 2026-02-13T15:01Z [----] followers, [----] engagements

"🚨 $BABA - *US REMOVES DOCUMENT THAT LISTED FIRMS LINKED TO CHINA MILITARY"
X Link 2026-02-13T14:53Z 1.2M followers, 189K engagements

"Although they remain undervalued earnings for 2025Q4 should only slightly beat estimates. The company is now in full production but order deliveries are being delayed by approximately three months. We should focus on their order backlog to gauge true demand; and of course we already know it will be exceptionally strong Enjoy. We have a new top pick for Japan levered to HBM production. Its on the orange site. In particular you'll want to note $mu's comments yesterday about HBM production being in full swing shipping one quarter early and demand being "significantly higher" than the industry's"
X Link 2026-02-12T03:00Z [----] followers, [----] engagements

"Enjoy. We have a new top pick for Japan levered to HBM production. Its on the orange site. In particular you'll want to note $mu's comments yesterday about HBM production being in full swing shipping one quarter early and demand being "significantly higher" than the industry's ability to supply. Option [--]. Bought Seikoh Giken more than 2.5x up in [--] months and its still gonna double. Option [--]. Bought Seikoh Giken more than 2.5x up in [--] months and its still gonna double"
X Link 2026-02-12T01:24Z [----] followers, 35K engagements

"$UPST right now I have no idea why market hate this earning result so much after they kinda addressed the balance sheet concern lol"
X Link 2026-02-11T14:48Z [----] followers, [----] engagements

"Big news FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount. https://t.co/pm5u4n119d FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount. https://t.co/pm5u4n119d"
X Link 2026-02-11T00:12Z [----] followers, [----] engagements

"FSC has approved IBKR access to Korean stocks so Fintwit can mop up the Korea Discount"
X Link 2026-02-10T16:03Z [----] followers, 137.3K engagements

"sorry i was looking at wrong call transcript. it was their 2025q4 FY script not CY. this is why $CRDO up after market apart from guidance revision "In Q4 we secured a significant DSP win for a 800-gig transceiver with initial deployments expected at the US hyperscaler in fiscal '26. At the OFC Conference in San Francisco last month Credo's latest optical this is why $CRDO up after market apart from guidance revision "In Q4 we secured a significant DSP win for a 800-gig transceiver with initial deployments expected at the US hyperscaler in fiscal '26. At the OFC Conference in San Francisco"
X Link 2026-02-10T03:40Z [----] followers, [----] engagements

"easy https://t.co/7mtFGIv8cu easy https://t.co/7mtFGIv8cu"
X Link 2026-02-10T01:34Z [----] followers, 48.9K engagements

"easy does market finally realize what Furukawa does Furukawa Electric shares surged extending their recent rally. It is reported that its subsidiary Hakusan which manufactures optical communication components will invest approximately [---] million yen to increase production https://t.co/zpew7je9Am does market finally realize what Furukawa does Furukawa Electric shares surged extending their recent rally. It is reported that its subsidiary Hakusan which manufactures optical communication components will invest approximately [---] million yen to increase production https://t.co/zpew7je9Am"
X Link 2026-02-09T05:34Z [----] followers, 22K engagements

"I follow @insane_analyst for these memes more than his tech deep dive https://t.co/WlTqpY5PqE https://t.co/WlTqpY5PqE"
X Link 2026-02-06T16:41Z [----] followers, [----] engagements

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