Critic Bro

@ehang pls do buybacks lol

🚁 EHang Accelerates Global Commercialization – Bringing Advanced Air Mobility to Thailand With the support of Thailand’s Ministry of Transport and CAAT, EHang and local partners are working together to bring next-generation air mobility to the country. 📺 Watch now: 🔗 youtu.be/OioTnEfNLWc #EHang #Thailand #AirTaxi #eVTOL #AAM #Aviation

@Sequans pls work on your revenue and profitability. other semiconductor companies are soaring 3-5x and you have dumped 80%

Heading to ISC West next week At #ISCWest in Las Vegas next week, the Sequans team will be connecting with leaders building the next generation of alarm panels, connected cameras, and intelligent security systems. Smart security systems are only as reliable as the connectivity behind them. From resilient, standalone cellular connectivity to low-power designs that extend device lifecycles — we enable always-on performance where it matters most. Built with a strong Western design foundation — and backed by support teams you can actually reach — our solutions are designed for security OEMs and service providers scaling with confidence. Gary Brophy and Jeremy Gosteau will be on-site. If you’re exploring new designs or optimizing deployments, book a meeting with us: #request-a-meeting" target="_blank" rel="nofollow noopener">sequans.com/newsroom/reque… #eRedCap, #IoT, #SecuritySystems

@EquityBrian still outperformed baba and byd in past 5 years sir

lol $SMCI

@AethirCloud then why arr is dropping

The AI agent economy needs infrastructure that matches its ambition. ✅ Elastic & on-demand ✅ Globally distributed ✅ Built for continuous inference ✅ Up to 86% cheaper than hyperscalers That's exactly what Aethir is building, a decentralized GPU cloud across 200+ locations in 94 countries, purpose-built for the agentic AI era. 🦞⚡ Check our latest blog for all the details: aethir.com/blog-posts/the…

🧵 OpenClaw became the largest single app on OpenRouter in under 60 days. Weekly token consumption on the platform doubled from 6.4T to 13T tokens in weeks. Jensen Huang called it "probably the single most important release of software." Here's why it matters for GPU compute 👇

@AethirCloud so? how is aethir involved?

@theballzgame scam

Another day, another drop! Don't let those Ballz settle. Keep the momentum pumping! 🔥 drop. bounce. win!

@InvestInJapan japan stocks are attractive for the reasons above except being cheap. for cheap, see china stocks.

Its not just because its cheap that 🇯🇵 is an attractive market, truly believe its a confluence of things that might end up causing what Munger called a ‘Lollapalooza’: Corporate governance Defense Political Reshoring Digitalisation Nuclear Industry consolidation Tourism AI Strategic positioning in Semiconductors Automation/Robotics +other hard tech Japanese IP/soft power Japanese Savings being unleashed Inflation (good and bad) Inflow of Global capital US alliance Obviously Im biased AF

@niczyang same could be said for many china stocks lol

@EquityBrian Rest of the biz is free…

Oh cool you can buy $BABA at ~15x FWD P/E with cloud accelerating to 36% growth and management targeting $100B in annual cloud and AI revenue. coughlincap.com/p/update-aliba…

@JakePillard he is still in the green for baba. it's $four that is the dog.

@EquityBrian Just take the L. $baba has been a dog for 5 years.

Oh I love the pessimism I’m seeing…

@MilkRoad @masonnystrom but institutions are not rushing to buy the tokens of these protocols like jup and pump

Pantera's @MasonNystrom: Retail isn't dead - it's just not the main event anymore. PumpFun still does $1M+ revenue/day. Western Union is on Solana. Jupiter launched a stablecoin. "Institutional flows will outpace [retail] to a much wider degree."

@MilkRoad @coinfund @perkinscr97 not everyone. there are people who are long the market

Everyone expects markets to crash right now. War escalating. Oil spiking. Global tensions are rising. But crypto… isn’t breaking. Something bigger is happening @coinfund President @perkinscr97 Tune in to know more ⏱ TIME POINTS ⏱​ 00:00 – Intro 01:10 – How Pros Track Markets & War 04:09 – Why Crypto Isn’t Crashing 10:37 – Crypto in a Trustless World 13:07 – Is the 4-Year Cycle Dead? 14:54 – Institutions Are Coming 20:20 – Nexo 20:58 – FortisX 21:34 – Crypto & Politics (Midterms) 23:42 – Fed Pause: What It Means 27:32 – 1970s Oil Crisis Lessons 29:20 – War’s Impact on Markets 33:25 – Shareland 34:06 – 24/7 Markets Are Here 41:08 – A Marine’s Perspective

Japanese actor Hiroyuki Sanada spoke about the contradictions of human nature: “Some people dream of having a swimming pool at home, while those who have one hardly ever use it. Those who have lost a loved one feel a profound sense of loss, while others often complain about their living relatives. Those without a partner long for one, while those who have one often don't appreciate it. The hungry would give anything for a meal, while the satiated complain about the taste of their food. Those without a car dream of owning one, while those who have a car are always looking for a better one.” The key to happiness is gratitude: truly seeing and appreciating what we already have, and understanding that somewhere, someone would give anything for what we take for granted.

@capitalemployed @MikeFritzell @BiremeCapital @evantindell why is earnings growth negative

Bireme Capital @BiremeCapital @evantindell stock pitch on RS Technologies Co $3445.TK 🇯🇵 - RS Technologies is a small-cap Japanese company that dominates an important niche in the worldwide semiconductor supply chain: reclaimed silicon wafers for testing and calibration. - The company is the number one supplier worldwide, with about 30% market share. - Since 2015, EBIT in their reclaimed wafer business has increased from 1.5b yen to 10b yen, driven both by overall semiconductor industry growth as well as the increased need for test wafers at more complex process nodes. - Management plans to expand capacity by 30% in Taiwan and Japan and to quadruple output in their new facility in Shandong, China, which supports our forecast of continued double-digit growth. - At an enterprise value of ¥80b, RS trades around 8-9x EBIT – a fraction of peers such as Phoenix Silicon (~30x 2025e EBIT). - The valuation looks anomalously low on earnings alone, but RS also has non-core holdings that increase our estimate of fair value. - RS owns a 33% stake in GRINM Semiconductor Materials Co., a joint venture making prime wafers that IPO’d in 2022. GRINM’s current valuation implies a value of more than ¥100b for RS’s stake – roughly equal to RS’s entire market cap. - We apply a steep haircut to that value, but even a two-thirds discount plus RS’s share of GRINM’s net cash would represent roughly 50% of RS’s current market capitalization. - Taken together, we see a plausible case for 2-3x upside over the next several years as the market re-rates this niche industry leader.

@TidefallCapital @MikeFritzell well at least it hasnt lost money.

Almost no return on $BABA 12 years post IPO

@MilkRoad private ambulance service companies can survive without any AI

Jordi Visser on the rise of the single-employee company: "I don't believe any company can survive without using AI all day long" "And I don't believe any company with more than one employee can use AI all day long because of the friction that is involved."

@Innerdevcrypto no eco farms available in dubai, hk, singapore

Did none of you learn your lessons during the lock-downs and covid? Shit does happen Horrible unexpected things do happen It is useful to be a bit prepared Just look at human history I was not joking that being prepared and building a full off-grid eco-farm is the ultimate asset to have in most crisis, does not matter if it is lock-downs, war, oil-crisis, whatever This account might seem all fun and sweet, but my messages contain dead serious content. Take it serious sometimes

@MilkRoad errrr gold ran too high last year to begin w

Gold and silver just got absolutely bodied. The kind that makes you check your portfolio, close your phone, and go touch grass. Here's the damage: - Gold: Dropped to $4,512/oz before crawling back to ~$4,600. That's nearly $1k below its record high & the weakest it's looked since early Feb. - Silver: Down 10%+, slipping below $70. Ouch. So what happened? U.S. producer price data came in hotter than expected. Translation: inflation isn't cooling off like everyone hoped. That sent traders scrambling to reprice Fed rate cuts (as in… maybe we're not getting any). The dollar got stronger. Energy prices are surging thanks to the Iran conflict. And gold got caught in the crossfire. Now here's the part that has everyone scratching their heads… Gold is *supposed* to be the "when everything goes sideways" asset. Geopolitical chaos? War? Uncertainty? That's gold's whole job description. And yet… in the face of exactly that kind of turmoil… it face-planted. It's like hiring a bodyguard who faints at the first sign of trouble. The gold bugs aren't sweating it though. Peter Schiff is arguing that rising inflation = eventually higher gold prices. And honestly? The numbers still back the long-term case. Even after this beatdown, gold is up over 50% on the year. So yeah - rough day. But zoom out and gold is still having a monster 2026. It just took a nap. ... a violent, $1,000 nap.

@EquityBrian RIP $BABA?

$BABA — the earnings call & guidance is all that matters…

@GabGrowth 9 years is q long. same could be said even more so of stripe or airwallex

$DLO's TPV growth will become increasingly hard to ignore as it continues its exponential trajectory. In Q4 2025 alone, TPV QoQ grew by more than the prior 3 quarters combined. In 2025, a single day of processing exceeded a full year in 2016.

@EquityBrian Alibaba Misses Revenue As Profits Slide

“Cloud Intelligence Group’s market share has grown for three consecutive quarters, rising to ~36%, with our lead continuing to widen.” $BABA