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[@EugeneNg_VCap](/creator/twitter/EugeneNg_VCap)
"Brookfield expects total AI data center capacity to increase more than 10X from 2024 to 2034 from X GW to XX GW driven primarily by AI inference relative to AI training"  
[X Link](https://x.com/EugeneNg_VCap/status/1967014055186661426) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) 2025-09-13T23:54Z 25.4K followers, 242.8K engagements


"Sharing the latest Southeast Asia's e-commerce platform market share by GMV (updated with 2024 figures from Momentum Works) with commentary. Sea Limited's Shopee grew GMV +20.8% YoY growing/maintaining market share across all six countries (46-65%) gaining 340bps to reach XXXX% market share in aggregate. TikTok Shops continued to grow GMV at the fastest rate +35.2% YoY (off a smaller base) gaining 260bps market share to reach XXXX% market share in aggregate. Alibaba's Lazada grew GMV +2.6% YoY continuing to lose market share in all countries except Malaysia losing 140bps share to hit 15.1%"  
[X Link](https://x.com/EugeneNg_VCap/status/1938089276753023446) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) 2025-06-26T04:17Z 25.4K followers, 18.1K engagements


"Pro Medicus $PME FY25 Earnings - Cust Rev $213m +32% 🟢 - Rev $221m +33% 🟢 - GP $220m +33% 🟢 margin XXX% +4 bps ✅ - EBT $163m +40% 🟢 margin XX% +401 bps ✅ - Underlying Profit $158m +40% 🟢 margin XX% +402 bps ✅ - Net Inc $115m +39% 🟢 margin XX% +247 bps ✅ - OCF $111m +36% 🟢 margin XX% +120 bps ✅ - FCF $104m +38% 🟢 margin XX% +187 bps ✅ Revenue by Geography & Segment - North America $191m +36% 🟢 - Australia $176m +34% 🟢 - Europe $17m +16% 🟢 - PACS $197m +35% 🟢 - PACS (NA) $191m +36% 🟢 - RIS $16m +3% 🟡 Revenue by Type - Exam/license $158m +30% 🟢 - Support/baseline $26m +17% 🟢 -"  
[X Link](https://x.com/EugeneNg_VCap/status/1955855779300565345) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) 2025-08-14T04:55Z 25.4K followers, 14.6K engagements


"China PBOC central bank not buying as much gold as they did from late 2022 to early 2024"  
[X Link](https://x.com/EugeneNg_VCap/status/1976079257974735077) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) 2025-10-09T00:16Z 25.4K followers, 1861 engagements


"TSMC $2230 3Q25 Earnings - Rev US$33.1b +41% 🟢 - Rev NT$990b +30% 🟢 - GP NT$589b +34% 🟢 margin XX% +162 bps ✅ - EBIT NT$501b +39% 🟢 margin XX% +309 bps ✅ - Net Inc NT$452b +39% 🟢 margin XX% +288 bps ✅ - OCF NT$427b +9% 🟡 margin XX% -XXX bps 🔴 - FCF NT$139b -XX% 🔴 margin XX% -1026 bps 🔴 Biz Metrics - Shipment 4085 XX WFE +22% 🟢 - ROE XXXX% +440bps 🟢 - By Technology: 3nm XX% 4nm XX% 7nm XX% - By Platform: HPC XX% (flat QoQ) Smartphone XX% (+19% QoQ) 4Q25 Mgmt Guide - Rev US$33.4bn +22% (midpoint) - GPM XX% - EBIT margin XX% X GPM improved QoQ due to cost improvement efforts and"  
[X Link](https://x.com/EugeneNg_VCap/status/1978761169944101346) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) 2025-10-16T09:53Z 25.4K followers, 2246 engagements


"Interesting from JPMAMs Michael Cembalest that the rise in gold share of central bank reserves from is largely due to the rise in gold prices and if holding prices flat the share actually falls to 8%"  
[X Link](https://x.com/EugeneNg_VCap/status/1978994657695506807) [@EugeneNg_VCap](/creator/x/EugeneNg_VCap) 2025-10-17T01:21Z 25.4K followers, 2404 engagements