Leo Yan

Tech, finance, investing & crypto.
Music, art & Hip-Hop lover.
Dreaming of seeing the world 🌏

[Leo Yan @MkbbXX]

Could Samsung become the world’s most profitable company in 2026?

Samsung Electronics is on track for a massive year, with full-year operating profit potentially reaching ~$280B.

That could put Samsung ahead of Nvidia and Apple.

The AI boom is becoming a semiconductor boom. 🇰🇷

#Samsung #Nvidia #Apple #AI #Semiconductors

[Leo Yan @MkbbXX]

I want to meet people who consistently get 8 hours of sleep, have great sleep quality, and use AI heavily every single day.

Where are you guys? 👀

[Leo Yan @MkbbXX]

Japan may not need to win the AI model race.

Its bigger opportunity could be Physical AI.

Robots + sensors + factories + real-world data.

Japan already has the industrial base to turn AI from software into machines that actually work in the physical world.

The next AI boom may not just be about models.

It may be about making AI physical.

#Japan #AI #Robotics #PhysicalAI #Technology

[Leo Yan @MkbbXX]

People say SpaceX taking on $40B of debt for Nvidia chips is dangerous.

Maybe.

But I think the bigger risk is being the company that waits while others build AI infrastructure.

AI isn’t just about models anymore.

It’s a race for compute, power and scale.

And SpaceX wants all three.

[Leo Yan @MkbbXX]

@hohohohouuuuuu Yes

[Leo Yan @MkbbXX]

If you can’t think long term, you probably won’t make it in stocks or crypto.

The biggest gains usually go to the people who can wait.

[Leo Yan @MkbbXX]

Japan may not win the AI model race.

But Japan could become one of the biggest winners in physical AI.

Sony brings the eyes.
Mitsubishi Electric brings the factory automation.
Robotics companies bring the machines.

The next AI boom may not just be about chatbots.

It could be about machines that can see, think and work.

🇯🇵
#Japan #AI #Robotics #Technology

[Leo Yan @MkbbXX]

Toyota’s biggest advantage may not be its cars.

It’s optionality.

While others bet heavily on one powertrain, Toyota is pushing hybrids, PHEVs, EVs, hydrogen, batteries, software and AI at the same time.

That strategy may look conservative today.

But in a world where nobody knows exactly what mobility will look like in 10–20 years, having multiple technologies ready could be a massive advantage.

Toyota isn’t trying to predict the future.

It’s preparing for several possible futures.

#Toyota #Japan #Automotive #AI #EV

[Leo Yan @MkbbXX]

Australia needs to build more refineries and rethink its energy policy.

We should develop more domestic oil production and process more of it here instead of relying so heavily on imports.

If energy costs fall significantly, it could ease pressure on households and businesses and give the RBA more room to cut rates.

Energy security matters.

Without cheaper and more reliable energy, I’m genuinely worried about Australia’s economic future.

#Australia #Energy #Oil #Economy #RBA

[Leo Yan @MkbbXX]

Most people think MSTR is just a leveraged bet on Bitcoin.

That’s not the real story.

MSTR’s real value is its ability to turn capital markets into more Bitcoin.

If MSTR can raise capital at attractive valuations and increase Bitcoin per share over time, shareholders can potentially outperform BTC.

That’s the real MSTR thesis.

But there’s one risk: dilution.

MSTR is not magic. The model only works if capital raised creates more value per share than it costs.

Bitcoin is the asset.

Capital markets are the engine.

MSTR is the machine connecting the two.

#Bitcoin #MSTR #Strategy #BTC

[Leo Yan @MkbbXX]

Mitsubishi Corporation is more than a Japanese trading company.

AI needs data centers.
Data centers need power.
Power needs gas, LNG and critical minerals.

Mitsubishi is positioning itself across this entire chain.

Japan may have fewer AI giants than the US, but companies like Mitsubishi can still profit from the infrastructure behind the AI boom.

#Japan #Mitsubishi #AI #Energy #Investing

[Leo Yan @MkbbXX]

Samsung is becoming an AI infrastructure company, not just a smartphone company.

HBM, DRAM, NAND, foundry and advanced displays all sit inside the AI ecosystem.

The real opportunity for Samsung may be the shift from selling devices to supplying the infrastructure that powers them.

#Samsung #AI #Semiconductor #HBM #Korea

[Leo Yan @MkbbXX]

Japan may not win the AI race by building the biggest model.

But Japan could become one of the biggest winners in the physical AI era.

Robotics, factories, power systems, batteries, advanced materials and AI infrastructure — Japan already has the industrial foundation.

The next question is whether Japan can turn that advantage into scale.

#Japan #AI #Robotics #Technology #Investing

[Leo Yan @MkbbXX]

Went to bed at 9 PM last night.

Woke up feeling absolutely amazing today.

Sleep really is one of the best investments you can make in yourself.

#Sleep #Health #SelfImprovement

[Leo Yan @MkbbXX]

Taiwan is becoming much more than a chip factory.

TSMC is scaling 2nm and advanced packaging, while AMD is investing over $10B into Taiwan’s AI supply chain.

The real advantage isn’t just one company.

It’s the entire ecosystem — chips, packaging, servers, materials and engineering talent — concentrated in one place.

That’s Taiwan’s moat.

#Taiwan #TSMC #AI #Semiconductors #Technology

[Leo Yan @MkbbXX]

@Jing38470Jing Exactly.

AI models get the attention, but power, land and grid capacity are the real bottlenecks.

The companies and countries that secure those resources early could become the real winners of the AI infrastructure race.

[Leo Yan @MkbbXX]

Japan is quietly becoming one of the biggest AI infrastructure stories outside the US.

A $15 billion AI data center is planned near Tokyo, with 400MW of power capacity.

Japan doesn’t need to beat the US at AI models.

It may win by building the infrastructure that powers them.

#Japan #AI #DataCenters #Technology #Investing

[Leo Yan @MkbbXX]

Everyone is watching Nvidia and the AI chip companies.

But Panasonic is quietly becoming an AI infrastructure play.

Its data-center energy storage business is growing rapidly, while demand for capacitors and circuit-board materials used in AI servers is also surging.

AI needs chips.
But AI also needs enormous amounts of power.

Panasonic is betting on the second part. 🇯🇵

#Panasonic #AI #DataCenters #Japan #Investing

[Leo Yan @MkbbXX]

Things that are scarce are more expensive, and too much is worthless.

[Night Sky Today @NightSkyToday]

🚨: Asteroid Psyche 16 has been found to contain gold reserves worth $700 quintillion.

That's enough to make everyone on Earth billionaires.

[Leo Yan @MkbbXX]

If you don’t know which stocks are worth buying and holding for the long term, and could deliver huge returns over the next 10 years, just look at this picture.

Who is sitting on Trump’s left and right?

Buy those two: Nvidia and SpaceX.

#Nvidia #SpaceX #Investing #Stocks #Trump