📉 benchmark underperformer 🍀 rarely lucky 🧠⚠️ dumber than you think!! 💸 no financial advice 🧑🏻💻 learning how to computer 🤡 unrealistic expectations
Joined February 2018
- Tweets4.4K
- Following897
- Followers217
- Likes189K
Pinned Tweet
this is the way.
Thanks @kepano for making Pele
xitter.cf/kepano/status/21114720…
This is Pele, my new rendering library for diagrams and charts, compatible with the latest Mermaid syntax.
- 100-500× faster than mermaid.js
- 6× smaller bundle
- No dependencies
- Easy to theme
- Responsive to device width
In pursuit of making Obsidian insanely fast and cohesively designed, I always found the Mermaid library to be too big, too slow, and too hard to theme. Pele will be the new renderer in the next version of Obsidian, but you can start using it now.
Pele [ˈpɛlɛ] is named after the goddess of volcanoes and fire. It's open source under the MIT license. Try the playground!
Seems like a great time to look into Indonesia stocks to me
(I should re-read what @MikeFritzell and @TigerThesis have already written)
Coocoo retweeted
Never paid much attention to the Nike story but now I recall this Donahoe guy is also the idiot who turned eBay away from being a great place to buy quirky secondhand stuff into a very poor approximation of Amazon (before Amazon turned to crap)
نايكي تعيش أسوأ ايامها مع هبوط السهم لأقل مستوى من 5 سنوات
الفكرة القديمة كانت مبنية على أن نايكي تبيع المنتج للمحلات بـ 70$، و المحل يبيعه لك بـ100$.. والجميع مستفيد
لكن في 2020، قرر الـCEO الجديد وقتها جون دوناهو أن العالم بيتحول للتسوق أونلاين بلا رجعة.. و قرر أن نايكي ما تحتاج المحلات و أفضل لها أن تحتفظ بالـ100$ كاملة في جيبها عوضا عن تقاسمها مع المحلات
فسحب منتجاته منهم، و وجّه العملاء للشراء أونلاين. و ارتفعت المبيعات الرقمية مباشرة بـ64% في 2021، و السهم طلع وتوقع الجميع أن استراتيجيته نجحت
لكن كوفيد انتهى ، والناس رجعت للمحلات.. و منتجات نايكي كانت مختفية.. بالتالي الناس شافوا البديل: منتجات On، هوكا، و غيرهم
و زاد الطين بلة تباطئ مبيعات نايكي في الصين اللي نزلت من فوق 8 مليار إلى أقل عن 6 مليار، لدرجة أن نايكي وقفت تعلن عن أرقامها بشكل منفصل في الصين لأن لا يتأثر السهم بنفس الحدة
ومن فترة غيرت نايكي الرئيس التنفيذي مرة أخرى.. و بدت تحاول ترجع لأرفف المحلات الرياضية، لكن الوضع مب سهل و بيحتاج سنين
النظام القديم شافته نايكي على أنه هدر و ظنت أنها بتوفر الفرق في جيبها .. لكن ما لم تحسب حسابه هو أن تلك التكلفة كانت تكلفة التسويق فعليا، و لما انلغت.. اختفى الطلب معها
⚠️This is me shitposting ⚠️
We've come so far in the past few years from GPT-4o to present day Qwen 27B and people are still underestimating how quickly things can scale.
Many know about the Cerebras Chip, but how many have thought of the Cerebras Slab, or even the Cube?
🤖 Made with AI
$CBRS might be the most interesting AI hardware stock to buy now and come back to in 3 years.
UBS has Cerebras going from $890M in revenue this year to $3.3B in 2027 and ~$22.6B by 2030, with operating margins swinging from −18% to 46% along the way.
At $146, the stock trades at about 20x UBS’s 2028 earnings and 10x 2029, and UBS has EPS compounding from $7.21 to $24.36 over those two years.
It’s also ~26% below the $196.74 share price UBS built the model on just two weeks ago. Same numbers, cheaper stock.
Remember I keep saying this: The growth story is inference.
Cerebras keeps the memory on the wafer itself, which is exactly what you want when agents fire off dozens of model calls per task and every millisecond of latency adds up.
Execution is everything here. But if they get even halfway there, $146 won’t look expensive for long ⚡
Coocoo retweeted
japaninterface.substack.com/
Interesting substack i recently found, the author really likes to do deep dives on niche industrials / b2b…
I also think their “about us” section is a gem if you plan on looking into Japanese companies, their intelectual framework looks really robust!
Coocoo retweeted
Looking for a gaming company with:
- stable operating cash flow
- doing buybacks
- zero debt
- steadily growing revenues and net
- PE of 15
this one might be for you 😉
Wildcard Stock: Why I think NetEase ($NTES )’s new “GTA of Anime” could be a big deal, and why games built for busy Gen Z's could become a new segment:
Picture the usual otaku Gen Zs gamer... at mid 20s they are starting to outgrow the games they grew up playing during Covid19... A lot grew up playing story-heavy games like Genshin in those days. But now they are older, working, and have less time to spend grinding for hours.
So here is a crazy idea/speculation i had: what if the next opportunity are "anime games" that are easier to pick up and play casually, cross platform games where you can jump in for 20–30 minutes, hang out with friends, explore, mess around, and leave.
What type of company closest to making those type of games?...
Introducing: NetEase.
About a week after downloading Where Winds Meet(NetEase's game), I started playing it with some friends. We all had one thing in common: we were getting tired of MiHoYo and wanted something new.
Then I went to a Pokemon card bazaar and kept hearing all my friends talk about some “anime GTA” coming out early next year.
its called ANANTA... also a game by NetEase
What surprised me was how many people already knew about it. Some of my friends had been waiting for almost two years. Even one friend who hasn't played Mihoyo games in a long time was very excited about it.
And I started to wonder: what if ANANTA can give anime fans what GTA gives its players... an open world game thats fun and casual enough to play for lets say 30mins... rather than one that constantly asks you to progress, BUT also gameworthy enough for a GenZ used to story games...
And you can drive around, explore, mess around with friends, customize your character, do random activities and just... play.
That's what makes this NetEase speculation interesting to me...
a rough look at the business shows that it is growing steadily: H1 2026, gaming revenue increased 8.3% YoY, while gross profit grew 16.2%.
from 2017 to 2025 Revenues grew at a CAGR of 11.31%, and Net Income at CAGR of 13.22%... at the same period GPM went from 56% to 67%...
and to top it all off... they got ZERO DEBT😂and is very very solvent...
Jokes aside... the future is where i believe things could get really interesting!
ANANTA has reportedly passed 17M pre-registrations ahead of its 2027 launch.
If it becomes a hit alongside Where Winds Meet and Marvel Rivals, NetEase could be entering another cycle of new-game growth...
So my speculation isn't simply “ANANTA will be the next Genshin.”
It's that there may be a growing group of players who still love anime and gaming but don't have the time to play the way they used to.(new segment in the market)
And ANANTA and NetEase might be there for them....
Coocoo retweeted
$6811.HK Tai Hing
I underestimated the value consciousness of Hong Kong consumers these days; I saw queues at all of its major brands yesterday
Coocoo retweeted
A semiconductor POV for Tungsten
@pequityresearch has been kind enough to post my article on how Tungsten ore becomes WF6 on his Substack.
My concern is that we may not have APT refining capacity left ex-China.
If you're into semi, you won't regret following him
WF6 gas has been used in semiconductor manufacturing, especially for CVD or ALD. As a result, @Teo_Sinamin examines the global WF6 supply in this free article.
Go check it out! Link 👇
Coocoo retweeted
$4368.T FUSO Chemical trades at a discount to CMP slurry formulators (Fujifilm, Entegris, Qnity Electronics, Anji Microelectronics), even though its competitive advantage is arguably stronger and more durable. FUSO has effectively monopolized the ultra-high-purity colloidal silica market and has become a critical supplier to leading-edge chip production lines globally. Strong performance figures sustained over multiple quarters, recent silica price hikes, and investor outreach should improve the company’s perception over time.
$4368.T FUSO Chemical reported strong Q1 numbers across the board: revenue up 22%, operating profit up 32%, and net income up 115% (incl. government subsidies). This time, both the semiconductor materials and life sciences businesses contributed to earnings growth. Higher sales volumes of ultra-high-purity colloidal silica, price revisions announced earlier this year, and weak JPY were the key drivers. The life science business (food acids) finally began to recover with operating profit up 47%. The unchanged guidance implies a surprisingly weak Q2, which I think is too conservative. To meet overwhelming compute demand, chip foundries worldwide are ramping up wafer output and consuming increasing volumes of CMP slurries as they bring more production lines online. If anything, I expect an acceleration in FUSO’s silica sales over the next few quarters. Add to that 5-10% price hikes + moderating depreciation charges from the recently launched silica reactors, and you get 25%+ annual OP growth in the next three years. I think the company's valuation today leaves about 30-40% upside.
It's the time of the year when
1) I am reading other people post their YTD, and
2) I am getting the urge to YOLO full port a single ticker like a moth to a bonfire
I’m I’m a normative determinist and based on the name alone this is an easy long
Coocoo retweeted
Did we just thanks to X and @vikramskr and @Teo_Sinamin come across a new retail darling?
At the Lumentum talk during the Optica summit right after ECOC, one of their employees stood up and told Michael Hurlston "we are the largest indium supplier in the world. We have enough for everybody. We are Vital Materials."
As Teo reported, full credit to him, Vital Optics Technology is said to have secured orders for 6-inch indium phosphide substrates from a leading global customer, with mass delivery & customer certification proceeding concurrently
It also has the largest indium inventory globally
Are we looking at a new retail darling? It so refreshing to not read about $AXTI for once.
NFA. DYOR.
This is a cropped video of the full section of Lumentum CEO Michael Hurlston’s keynote from the Global Photonics Economic Forum 2026, hosted by Optica the day after ECOC.
h/t Optica.
$LITE
Coocoo retweeted
See my article for a full breakdown on Ficontec🫡
awodias.substack.com/p/ficon…
- ficonTEC’s parent, RoboTechnik ($3757.HK), completed its Hong Kong listing.
- Proceeds are intended to expand ficonTEC’s equipment capacity, R&D and global workforce.
- ficonTEC supplies equipment automating fiber preparation, precision assembly, optical alignment and testing.
- The company plans to expand manufacturing support for growing AI silicon-photonics and optical-interconnect demand.
> Optical investment is extending beyond components into alignment, bonding and test automation CAPEX.
> Customer orders for volume-production equipment and repeat purchases matter more than expansion announcements.
> This announcement does not confirm any specific customer’s CPO production timing or volumes.
Coocoo retweeted
LARPing as @internpierre for a second: I’m currently on the ground in China and let me tell you there is absolutely no luxury market recovery here whatsoever. Beijing’s fanciest malls on Wangfujing St looked abandoned during the mid-autumn national holiday last week. Luxury boutiques? Not a single person inside. Tiffany? Dead. Cartier? Empty. The Graff pop-up event staff? Bored out of their mind $LVMH $MC.PA $RMS.PA $CFR.SW $KER.PA $CPRI
