Brian Coughlin

37.5K posts

Brian Coughlin banner
Brian Coughlin

Brian Coughlin

@EquityBrian

Investing, mostly. | Koyfin → 20% off: https://t.co/3YwRABF4V3

Boston, MA Katılım Ocak 2014
597 Takip Edilen10.9K Takipçiler
Sabitlenmiş Tweet
Brian Coughlin
Brian Coughlin@EquityBrian·
What’s your best under-$5B market cap idea right now? Bonus points if you explain the bull case.
English
73
12
149
74.7K
Brian Coughlin
Brian Coughlin@EquityBrian·
Wrote up $BIDU about a year ago when it was stupid cheap and nobody cared. Stock’s nearly doubled since. I think there’s still a lot more here, especially on the chip side. coughlincap.com/p/baidu-is-und…
English
2
2
25
2.1K
Brian Coughlin
Brian Coughlin@EquityBrian·
I’ve acknowledged JD was bad and CPNG has been disappointing so far. I’m not hiding from that. But you spam my replies acting like a 12-month stock chart is the final verdict on a 3-5 year thesis. Sometimes I’m wrong. Sometimes the stock just hasn’t worked yet. Those are not the same thing.
English
0
0
0
7
Critic Bro
Critic Bro@cronosbro·
@EquityBrian other than JD in the past year or so, have you ever acknowledged having a pick that turned out to be wrong or bad?
English
1
0
0
14
Brian Coughlin
Brian Coughlin@EquityBrian·
Everyone wants the “next great AI winner” until it’s cheap, hated, and listed in China. $BABA
Brian Coughlin tweet media
English
5
3
41
2.4K
Brian Coughlin
Brian Coughlin@EquityBrian·
@cronosbro Honestly I think $CSU is more attractive than $BIDU here… I get the sense you have limited knowledge of the company (meaning CSU).
English
1
0
0
45
Brian Coughlin retweetledi
Chubby♨️
Chubby♨️@kimmonismus·
Chinas Huawei can't access EUV. So they wrote their own scaling law. The leverage of US export controls erodes. Huawei just presented the Tau (τ) Scaling Law at IEEE ISCAS, a framework that replaces geometric transistor scaling with time-based optimization across devices, circuits, chips, and systems. Huawei is not trying to win the nanometer race anymore. They're redefining it. 381 chips designed and mass-produced over six years. Kirin chips with their new LogicFolding architecture ship this fall. Target by 2031: transistor density equivalent to 1.4nm processes - without EUV (ASML embargo still hits hard) Whether Tau Scaling delivers on that promise remains to be seen. But it shows one thing: US export controls cut Huawei off from cutting-edge lithography, and instead of hitting a wall, they built a parallel road. China's semiconductor independence isn't hypothetical anymore. It's shipping in phones, running AI workloads, and now has its own scaling law presented at one of the world's top circuit design conferences. If Huawei can close the performance gap through architecture instead of lithography, the entire leverage of US export controls erodes. The sanctions were designed to keep China two generations behind. Huawei is trying to make that metric irrelevant. h/t @AndrewCurran_ for finding this interesting blogarticle and @zephyr_z9 for the photo
Chubby♨️ tweet mediaChubby♨️ tweet media
Andrew Curran@AndrewCurran_

Huawei says it has made a breakthrough and expects to design high-end chips with transistor density equivalent to 1.4 nm processes by 2031.

English
32
76
504
48.8K
Trevor Scott
Trevor Scott@TidefallCapital·
$PDD Revenue growth rate 2023: 90% 2024: 59% 2025: 10% What went wrong here? China is tough but that's a pretty fast collapse given Temu growth It's under 5x PE 2026 with the cash removed now
English
38
2
133
34.2K
Brian Coughlin retweetledi
Steve Hou
Steve Hou@stevehou·
The thing is the US doesn't necessarily need Iran's agreement to reach a peace agreement with Iran. It just needs the rest of us to agree that a "peace agreement" has been reached and move on, which let's be honest we've all long been ready to do.
First Squawk@FirstSquawk

KEVIN HASSETT SAID A POTENTIAL UNITED STATES-IRAN DEAL COULD DRIVE ENERGY PRICES SHARPLY LOWER AND CREATE ROOM FOR THE FEDERAL RESERVE SYSTEM TO CUT INTEREST RATES, WHILE ARGUING THAT RECENT INFLATION PRESSURES HAVE BEEN LARGELY DRIVEN BY HIGH ENERGY COSTS.

English
32
8
109
30.9K
Logical Thesis
Logical Thesis@LogicalThesis·
Forgot there's a cameo of Warren Buffett interviewing for the manager role in The Office Legend
English
9
44
1.2K
120.6K
Brian Coughlin
Brian Coughlin@EquityBrian·
The market when a China headline drops that has nothing to do with any of the companies it’s selling off
GIF
English
1
0
7
1.1K
First Squawk
First Squawk@FirstSquawk·
Baghshian: Israel is undermining the region's security through its pursuit of implementing the Greater Israel plan and plotting conspiracies to drag the region into war
English
7
7
45
18.2K
Brian Coughlin
Brian Coughlin@EquityBrian·
The hardest part of a bubble is watching idiots make more money than you
English
6
0
35
2K