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@R_and_Invest "$SE CEO doesnt give much interviews. So you can watch on here: As I mentioned numerous times in 2023 $SE has faced competition numerous times in past 10-15 yrs & survived. They crushed TikTok $Baba Gaming: Freefire is the world's largest mobile game by daily active users with over XXX million people playing every day across more than XXX countries. Li views Freefire not just as a product but as an "evergreen platform" and a large aggregator of traffic where new content and gameplay can continually be added. E-commerce: crushed competition. Added Live Streaming (learnt from competition)"
X Link @R_and_Invest 2025-10-15T08:12Z XXX followers, 5641 engagements

"This is not always a good reflection of where markets or stocks are going. I can think of numerous examples. $RGTI CEO sold 1M shares at $XX and stock rallied to $XX. $AXON CEO / mang have been selling for a decade but he sold literally $80-100M in 2024 or more and saw stock rally another 60-80%"
X Link @R_and_Invest 2025-10-23T14:53Z XXX followers, XXX engagements

"$Avgo cleanest report guide. My first stock when I opened the fund was $VMW. I thought like $Googl Vm Ware was a clean monopoly. Could raise prices high ROIC. But they never really grew. Hock Tan takes over - grows it 15-20% or 2x the rate & increases op margin within 12-18 months. What an insanely good operator/manager. Sorry if you know and if I am boring you but Avgo gets buried under other sexy Semi stories but Hock taking out best assets leveraging up and then deleveraging to drive 25-30% increase in earnings CAGR is really any PEs dream. And we all can participate"
X Link @R_and_Invest 2025-09-04T20:54Z XXX followers, 1077 engagements

"$MU on this Samsung HBM4 failure didnt spike. People arent buying local news"
X Link @R_and_Invest 2025-10-27T08:19Z XXX followers, XXX engagements

"This $Qcom news reminds me of when $Msft launched Zune to compete with iPod touch. And one of streets below par analyst Stacy is excited tells me not to buy the hype"
X Link @R_and_Invest 2025-10-27T15:13Z XXX followers, XXX engagements

"$SMH monthly This year iPhone sold out DRAM / Memory prices up DDD% AI accelerators sold out Win XX refresh cycle - CPU chips sold out And $TSM 2nd/3rd largest customer - $AVGO - capex driven by $GOOGL is 🚀"
X Link @R_and_Invest 2025-10-27T15:52Z XXX followers, XXX engagements

"#Semiconductors Comp Sheet Forward P/E Logic Fabs $TSM 23x $005930.KR Samsung 13x $INTC 65x $GFS 18x $981:HK SMIC 76x $UMC 13x Memory $MU 11x SKH $000660:KS 9x Analog RFs $TXN 28x $ADI 26x $IFNNY 19x $MCHP 24x $STM 17x $ON 17x Fabless $NVDA 30x $AVGO 38x $QCOM 16x $AMD 40x $MRVL 26x $NXPI 16x $SWKS 17x"
X Link @R_and_Invest 2025-10-27T16:19Z XXX followers, XXX engagements

"#Fang Earnings expected this week: Rev/EBITDA/EPS expectations 10/29: $MSFT: $75.5B/ $45B/ $XXXX $GOOGL: $99.8B/ $44B/ $XXXX $META: $49.5B/ $29B/ $XXXX 10/30: $AMZN: $178B/ $40B/ $XXXX $AAPL: $101B/ $34B/ $1.76"
X Link @R_and_Invest 2025-10-27T21:19Z XXX followers, XXX engagements

"Next Q: MSFT $80.1B/ $47B/ $XXXX GOOGL $108.8B/ $48B/ $XXXX META $57.3B/ $34B/ $XXXX AMZN $208.5B/ $46B/ $XXXX AAPL $131.1B/ $47B/ $2.51"
X Link @R_and_Invest 2025-10-27T21:20Z XXX followers, XXX engagements

"$Ter For more back end players that havent reported or other #Semiconductors Semicap biz 👇"
X Link @R_and_Invest 2025-10-28T21:27Z XXX followers, XXX engagements

"@Investor_NICK_ Like which ones $Pltr $Asts $Oklo"
X Link @R_and_Invest 2025-10-29T16:38Z XXX followers, XXX engagements

"$Amd started it. Up XX% in one month. $Nvda - Jensen came out kind of guided $20-60B higher in revs $Asml good results higher $Lrcx good results higher Memory/Dram pricing up DDD% so $Mu $Sndk $Stx $Wu higher lost SK Hynix results of sold out and capacity issues until 2027 $Intc crushed it. Top line bottom line all lines. Need to execute on 14A and $XXX $TSM still monopoly OAI signed $250B deal to use Azure helped $Msft = helped $Qqq / Nasdaq $Googl positive news flow doesnt stop $Tsla shorts got obliterated once again - just like last XX effing years $amzn starting to come back and with the"
X Link @R_and_Invest 2025-10-29T16:48Z XXX followers, XXX engagements

"Love it. Relax and enjoy MLB. Its not always one gets to go to a World Series game and that too at home. The market sentiment is for a massive melt up post tariff but I am not so confident given China - US are always fighting. And Chinese are spending a ton of their peoples deposits into giving non performing loans to exporters. I dont know how and when it ends but it will. Until then enjoying the ride"
X Link @R_and_Invest 2025-10-29T16:58Z XXX followers, XX engagements

"#Semicap comp sheet #Semiconductors Forward P/E FRONT-END $ASML 40x $AMAT 24x $LRCX 29x $KLAC 30x $ACLS 20x Sub-system/Sub Contractors/Component $ENTG 26x $MKSI 17x $AEIS 31x $UCTT 20x $ICHR 60x BACK-END $TER 31x $ONTO 22x $FORM 32x $COHU na $AEHR na"
X Link @R_and_Invest 2025-10-24T21:47Z XXX followers, 1852 engagements

"$SE Nice to see the market share by Shopee / others. From BOA/Cube Insights. Indonesia is XX% of SE Asia. Philippines Vietnam and Thailand are combined 40%. SE continues to do well in ecommerce. Not sure why Malaysia is highlighted second in the table its small vs. others in reality. While SE Asia GDP is growing 4-5% e-comm is growing 15%+. Should be fun to watch this co long term"
X Link @R_and_Invest 2025-10-28T16:16Z XXX followers, 2710 engagements

"@EricJhonsa 6M already shipped means (by Oct). So rest 14M next XX months. $375B-$400B over 14-15 months. So $75B / qtr or $20B upside for FY ending Jan 2027"
X Link @R_and_Invest 2025-10-28T18:56Z XXX followers, 1062 engagements

"Core PCE not including Tariffs is XXX% Wow Powell really wants this market to melt up. Who is then paying the tariffs and increasing inflation 🤣🤣"
X Link @R_and_Invest 2025-10-29T18:53Z XXX followers, XXX engagements

"$GOOGL Cloud backlog went up $49B QoQ. Cloud Revenues $15B. So Cloud Orders were $64B in the 3Q25 or XXX% of revenues. And they are saying its still accelerating. AI bubble next year. Who is ordering $65B Obviously I am guessing no OpenAI here"
X Link @R_and_Invest 2025-10-29T22:00Z XXX followers, XXX engagements

"I ❤ @TechFundies these quarter run downs with tidbits around margin capex OpenAI. Fundamentals are clearly growing into valuation. What a biz And the only public way to participate in OpenAI IPO. Wait till that frenzy starts 1H26"
X Link @R_and_Invest 2025-10-29T23:34Z XXX followers, XXX engagements

"$RBLX David Baszucki is a great story to come out of Eden Prairie MN. I remember every one used to talk about Edina High School but frankly Dave and his $10B net worth showed high schools dont matter as much as tech undergrad - Stanford/Silicon Valley. Literally for any MN founder who thinks he can get to $10B - then you get the garbage @Target kind of tech crowd which cant even do apple pay on target circle. LOL"
X Link @R_and_Invest 2025-10-30T14:52Z XXX followers, XXX engagements

"@KrisPatel99 Yes are you buying $Unh was an industry problem across $CNC $MOH $HUM $Fi seems like something buried in the old numbers where they are trying to uncover with new Audit chair CFO Chair"
X Link @R_and_Invest 2025-10-30T17:37Z XXX followers, 1061 engagements