Coocoo
1.7K posts
@CompaCompu
🍀 sometimes lucky, usually dumb 🧠⚠️ dumber than you think 💸 no investment advice 🧑🏻💻 learning how to computer 🔮 very prone to magic thinking
@paulg After many, many years of presuming good faith, I’m finding myself increasingly drawn to a Konmari curation policy: if the prospect of further interaction with a commentator does not spark joy, regardless of whether they are benign intent, block/mute and move on with life.
🚨 *IRAN DOES NOT ACCEPT CEASEFIRE, SAYS US TALKS ILLOGICAL: FARS
In light of this, I will now be solely covering the Straits Times Index where we have the most exciting businesses from banks like DBS & OCBC to palm oil agribusiness like Wilmar and our very own Taxi company ComfortDelGro that has had a total stock price return of -4% since inception 20 years ago.
A month ago, I warned that Xiaomi's automotive profit peak was temporary—an "Air Pocket" approaching as backlog depletes and subsidies expire. Today's news: Xiaomi just paid out 100M+ RMB to dealerships, with some receiving 4M+ each. The company admits this will "ease short-term pressure" at retail level. My November analysis projected: - Order intake (20K/month) < Production (30K/month) - Backlog exhaustion by mid-2026 - Strategic pivot needed before subsidy cliff The subsidy hits in 11 days. The pressure is already visible. Framework matters.hellochinatech.com/p/xiaomi-ev-pr…
@jukan05 @internpierre has been saying that the US consumer is more tapped out than most people think for awhile now
Nintendo shares fell as much as 6.3% after Bloomberg reported the company is cutting Switch 2 production this quarter to 4 million units from an original 6 million plan, with lower output set to continue in April as U.S. demand has missed expectations.
🇰🇼 KUWAIT ISSUES NUCLEAR SAFETY GUIDANCE: "No need to panic. Do not leave your home. Seal all windows and doors." Kuwait's Ministry of Defense issues official radiation safety guidance to citizens. Kuwait hosts some of the largest US military bases in the region.
@teortaxesTex In 5 years, we’ll have the rare earths drama again, except it’ll be over DRAM. “chinA cANnOT Be alloWeD to hoLd thE GLObAl eCONoMY hOsTaGE bY MonOPOlising ThE sUpPly of dRAM”
@okaythenfuture Many ways. Could ship a million solar panels this afternoon. Geopolitics wouldn’t allow it.
Starting Thursday, we'll be updating our revenue sharing incentives to better reward the content we want on X: We will be giving more weight to impressions from your home region—to encourage content that resonates with people in your country, in neighboring countries and people who speak your language. While we appreciate everyone's opinion on American politics, we hope this will disincentivize gaming the attention of US or Japanese accounts and instead, drive diverse conversations on the platform. We invite creators to start building an audience locally. X will be a much richer community when there's relevant posts for people in all parts of the world.
