108 Capital Pte. Ltd.

A Single Family Office merging expertise in finance, social economics, emerging tech, & big data analytics.

[108 Capital Pte. Ltd. @108_capital]

https://t.co/jZUQi9wHef

[Peter Dedene @dedene]

🚨 Apple just solved the biggest problem in AI.

[108 Capital Pte. Ltd. @108_capital]

$AMD had all the strength, now it exhausts and will be the last one to crack.

[108 Capital Pte. Ltd. @108_capital]

@LinQingV SEPT 18th

[Netflix @netflix]

Whether it’s the World Cup or Taylor Swift’s wedding, tens of millions are betting on the outcomes of almost anything using prediction markets.

Go inside the world of this legal but controversial form of gambling in INSTADOCS: THE PREDICTION GAMES. Premiering July 26.

[108 Capital Pte. Ltd. @108_capital]

Why is TRUMP always telling all this shit to @axios ?

[108 Capital Pte. Ltd. @108_capital]

Looks are we getting some of that.
First quarter total revenue increased 81% to $11 million from $6.1 million for the prior year quarter

In addition to the new product launches, we're developing several new products, including more precise sensors for robotics and more power-efficient isolators for power conversion.

[108 Capital Pte. Ltd. @108_capital]

$NVEC
Do we get the humanoid optionality ?

[108 Capital Pte. Ltd. @108_capital]

Let the seasonality do some magic first.

[First Squawk @FirstSquawk]

TRUMP TELLS AXIOS THAT IRAN IS WILLING TO DISCUSS TERMS.

[108 Capital Pte. Ltd. @108_capital]

@FoftyPawlow Gib some more panic
Speed run the seasonality magic.

[108 Capital Pte. Ltd. @108_capital]

$SPCX Waterfall.

[Warren Pies @WarrenPies]

GPU availability tightening back up...

B200 availability was already at 0%.

Post-Kimi K3, GH200 tightening aggressively.

The @3F_Research "Fast" Availability Index heading back below 10%.

[108 Capital Pte. Ltd. @108_capital]

@ShanghaoJin Agree.

[108 Capital Pte. Ltd. @108_capital]

$IBIT
Interesting print here in crypto, time to pay attention to the left out momo asset. Need some narrative ignition. But can we do spot up/vol up ?

[108 Capital Pte. Ltd. @108_capital]

@ToshiMeows New one dropped yesterday
https://t.co/xBjEXkc0T9

[108 Capital Pte. Ltd. @108_capital]

@ToshiMeows Markets are never wrong-opinions often are.

[108 Capital Pte. Ltd. @108_capital]

@unusual_whales Should be better if they can provide it 10mins before he clicks the send tweet button

[108 Capital Pte. Ltd. @108_capital]

@Minnvestor @hntrbrkmedia Simulation.

[108 Capital Pte. Ltd. @108_capital]

@SammyKoppelman @aleabitoreddit @aleabitoreddit discuss

[108 Capital Pte. Ltd. @108_capital]

Another deepseek moment, hit the tower.

[Arena.ai @arena]

Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5.

This is a 17-place jump from Kimi-k2.6 (#18 -> #1).

In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2 only in Gaming behind Fable 5.

The full model weights will be released by July 27.

Congrats to the @Kimi_Moonshot team on this major milestone!

[108 Capital Pte. Ltd. @108_capital]

@TBU12345678 Nah, never heard of him, does he have a paid discord group?

[108 Capital Pte. Ltd. @108_capital]

AI Infra GCR has spoken

[Gavin Baker @GavinSBaker]

Risk/reward seems attractive again.

Lots of cheap stocks with durable competitive advantages that are going to crush numbers for the next 6-12 quarters.

Time will tell!