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I sat down with opportunistic investor @philoinvestor Key takeaways: - Memory chip cycle is cyclical- Thoughts on Japan and the Yen- Thoughts on current crude oil technicals- AI threats on businessesNot investment advice. Disclaimer: https://t.co/PvE2xJhAK4

I sat down with opportunistic investor @philoinvestor Key takea…

12.5K views3 weeks ago

x.comMichael Fritzell (Asian Century Stocks)

I sat down with Taiwanese investor @DaBao_ in his first-ever recorded video interviewKey takeaways: - The Taiwanese stock market is becoming overheated- He likes companies that offer mission-critical services- TSMC's story is intact- The Taiwan invasion threat is overblown

I sat down with Taiwanese investor @DaBao_ in his first-ever recorde…

44.6K views1 month ago

x.comMichael Fritzell (Asian Century Stocks)

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