Michael
@himichaelhe
TXT | Yezi | IU Learning to invest in good companies.
You might like
Great question in the tweet below👇🏼. it used to be table stakes to have read a few of the investment canons. It has now become an advantage as most don't read anymore. Or they ask their algos for the TLDR. Competitively, it is a real blessing. Neo-boomers like me, who were
What books do you tell a junior analyst to read when they’re just starting in their role?
Multi-post 🧵on China past ... I have a gazillion photos of China in the mid-1980s, from when I was a language student in Beijing in 1985 and 1986 and then again in Shanghai in 1988 but traveled the country by train, especially on weekends. (I have a ton from Taiwan in the early
A 15-year-old girl immigrates to New Jersey from China. Doesn’t speak English. Her parents, both educated engineers back in Chengdu, are now working as cashiers and restaurant cooks. She gets a job washing dishes at a Chinese restaurant to help the family survive. She gets into
World Labs has raised $1 billion in new funding. We are grateful and excited to partner with our investors, including AMD, Autodesk, Emerson Collective, Fidelity Management & Research Company, NVIDIA, and Sea, among others. worldlabs.ai/blog/funding-2…
This Tokyo pizza list of mine is making the rounds but it is 5 years old… Some notable additions would include Marumo (Ebisu), Pizzakaya (Roppongi Itchome) and Spontini (Harajuku), and I’ve yet to get to The Pizza Bar (Marunouchi)
My top 10 pizza in Tokyo: 1. Rocco’s (Ōji) 2. Tonino (Takaido) 3. Seirinkan (Naka‑Meguro) 4. Da Isa (Naka‑Meguro) 5. The Pizza (Hiroo) 6. Pizza Slice (Omotesando) 7. Devil Craft (Hamamatsucho) 8. Wolfgang Puck (Roppongi) 9. Eataly (Marunouchi) 10. Costco instagram.com/dkc912/guide/f…
While smart money know’s 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 let’s not forget that it’s still printing 40%+ growth in its legacy
$CYD China Yuchai’s Marine Power Unit Files for Potential Hong Kong Main Board Listing. www1.hkexnews.hk/app/sehk/2026/…. 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:
Berkshire operating companies and founding dates Earliest Founding: 1842 (Fechheimer) Median Year: 1953 Company -- Founding Date Insurance & Financials GEICO -- 1936 Berkshire Hathaway Reinsurance Group -- 1967 (Start of BH Insurance) General Re -- 1921 Berkshire Hathaway
Japan has basically the same number of listed companies as US, which are on average 1/10 the size. 🤯 from @news_hibiki hibiki-investment-news.com/wp-content/upl…
The "Bottleneck ETF" from supply chain mapping. Not a single name red. Equal weighted results 1W: +12.83%. List: $LITE: +31.68% $AMKR: +28.7% Disco: +24.35% $GLW: +23.57% $COHR: +23.5% $ONTO: +18.4% $CAMT: +17.7% $TSM: +15.8% $ON: +15.8% Samsung: +15.4% $KLAC: +12.7% $APH:
Here's my TLDR + mapped into investment framework from Semivision bottleneck summary: HBM: HBM4 (16Hi) - Samsung, Sk Hynix, $MU HBF - $SNDK, Kioxia Base Die - $TSM, Samsung (internal) CPO/photonics; Glass Substrate: $GLW, $INTC, Ibiden Optical: $LITE, $AVGO, $COHR, $MRVL Power
i wish i had enough followers so i could tweet “i miss txt” and 2000 people would reply with “TXT COMEBACK IN APRIL” 😞
Neuroscientist study reveals that Gen Z has become the first generation to be less intelligent than its predecessor, the Millennials. For the first time in 100 years, young people are scoring lower than their parents on IQ tests and core skills like memory, reading, and focus.
this is a 28 year old company with insane product diversity which seems almost entirely resistant to shocks, incompetence, competitors, & even regulators… & also still growing at a pace that makes no sense at this scale. is this the greatest singular business ever created? like
It's a weird time. I am filled with wonder and also a profound sadness. I spent a lot of time over the weekend writing code with Claude. And it was very clear that we will never ever write code by hand again. It doesn't make any sense to do so. Something I was very good at is
META plans to spend $125b on capex this year. GOOG $180b (+100% growth yoy). Capex now 40% or more of expected sales at both. Just stunning. My hunch is hyperscalers will slow down their rapid pace of capex spending sooner than the market expects. They won't be capital light,
Definitely possible. I think there could be opportunities in big tech if/when they cut back on this pace of spending, which I think will happen when the returns come in over the next few years. It likely won't be pretty when this slowdown happens, but that would be the
The Memory Supercycle is here. New reports from Morgan Stanley est. - Samsung's net profit ~$163.0B USD - SK Hynix's ~$120.9B USD. That would make Samsung the most profitable company in the world, even more than $NVDA and $GOOGL. Here are the top 10 rankings: 1. Samsung
5 Major Banks were criminally charged for manipulating Silver markets. These fines totaled $1.2B+ for "manipulation of silver markets through spoofing and price rigging". Silver crashed 28% on Friday, triggering trillions of losses Here were the charges: 1. JPMorgan ($920M ,
Silver ended the day down over 28.54% Here's why Silver / $SLV crashed today: Jan 13th: CME shifted from fixed-dollar margin to percentage based margin. This scaled collat requirements with contract value, effectively capping leverage as it goes higher. The capital required
This is one of the most important studies in sleep science. Van Dongen et al. ran the experiment that changed how we understand chronic sleep restriction. They had subjects sleep 4h, 6h, or 8h nightly for 14 days, testing cognitive performance every 2 hours. The 6h group’s
Competitive gamers: 6h of sleep is a hidden nerf. 6h/night for 2 weeks → reaction time & attention decline to the equivalent of pulling MULTIPLE all-nighters. Worst part: subjective fatigue plateaus, so you stop noticing. If you're not getting 7+ hours/night, you're trolling.
Advice for Ages 23-28 This is the stage where life stops responding to motivation and starts responding to structure. You realize that intelligence alone is not enough and passion without direction quickly turns into frustration. This is when excuses begin to expire and
Just returned from my first trip to China, mostly looking at the energy and robotics industries. Fascinating. Random observations, both business and general, below... 1/x
United States Trends
- 1. #SmackDown N/A
- 2. #DragRace N/A
- 3. manon N/A
- 4. #OPLive N/A
- 5. Kiana N/A
- 6. Sami N/A
- 7. Xbox N/A
- 8. Giulia N/A
- 9. Tucker N/A
- 10. #iubb N/A
- 11. Huckabee N/A
- 12. Trick Williams N/A
- 13. Left-The N/A
- 14. #NighttimePrincess N/A
- 15. Right-The N/A
- 16. Aleister Black N/A
- 17. Rhea N/A
- 18. FanDuel N/A
- 19. Omer Mayer N/A
- 20. Kit Wilson N/A
Something went wrong.
Something went wrong.