Mitch Lim

Embrace delayed gratification, avoid wretched excess. Live like an athlete, think like a value investor.

[Mitch Lim @mitch_lim]

If LLMs are the highest form of #AI, then I believe AI is overrated. A lot of the LLMs out there, adopted by business as a service to consumers, are really bad.

AI must have better utility, specific to the needs of people and businesses, to ultimately drive revenue growth.

[Mitch Lim @mitch_lim]

@Sino_Market First time in 4 years that they are announcing results early

[Mitch Lim @mitch_lim]

@esrmuaythai 100%. Before ONE Championship, the world doesn’t know people like Seksan, Stamp, Haggerty or Rodtang.

[DZ @dyz_ob]

$BABA : Goldman Sachs Report: Under the Token Wave, the Ranking of China's Internet Companies is Reshuffled.

[Mitch Lim @mitch_lim]

$BABA nothing really bad about earnings report. Alibaba is a cash cow re-investing cash into cloud and AI. Unlike Meta and the Metaverse, they have a clear path to profitability. 9% adjusted revenue growth isn’t bad too.

[Mitch Lim @mitch_lim]

@BrianTycangco I went to the philippines last june. The income disparity is huge. Safety is also pretty bad, considering that there are guards with shotguns guarding supermarkets

[Mitch Lim @mitch_lim]

@BrianTycangco @Kalshi Get into crypto -> lose everything -> become a monk -> financial freedom

[Mitch Lim @mitch_lim]

I think it’s quite obvious that #EileenGu ‘s decision to represent Team China is a business decision. When you’re beloved in China, money rains upon you.

[Mitch Lim @mitch_lim]

Every quarter, Fintwit gets the earnings release date of $BABA wrong. Just wait for the official statement on their website. All the predictions either by Nasdaq or Robinhood are merely predictions.

[Mitch Lim @mitch_lim]

$BABA temporary pain. Volatility is the price to pay for investment returns.

[Mitch Lim @mitch_lim]

@AJButton2 I feel that the narrative of AI have changed to become “something that will change the world” and while that is true, AI should be quantified into cost cutting for various businesses.

[Mitch Lim @mitch_lim]

Bitcoin now at $67k

[Mitch Lim @mitch_lim]

@weary_centurion I think that nothing’s fundamentally changed with Paypal. It’s still generation cash flow and there’s still divisions within Paypal that is generating high growth. Balance sheet is healthy and cash flow is great. 15% buybacks in 2026 is no joke too.

[Mitch Lim @mitch_lim]

@lloydjamesross Hope it falls to zero. This thing finances black market transactions, terrorism and crime. Nasty business

[Mitch Lim @mitch_lim]

@acce is getting too much flack for $PYPL. Turnarounds take time. You can’t judge a CEO solely based on stock price. The facts are that revenue is still growing and the company is still generating tons of cash flow and buying back lots of shares.

[Mitch Lim @mitch_lim]

@lloydjamesross I agree. It reminds me of $BABA when Zhang stepped down and plans changed.

[Mitch Lim @mitch_lim]

$PYPL is down 15% and there is also a change in CEO. This is quite similar to $BABA when Daniel Zhang stepped down. @acce made significant changes in the company but results take time. I’m even more compelled to buy at these levels, but I’ll wait and see.

[Mitch Lim @mitch_lim]

@lloydjamesross Another tulip craze

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Bitcoin falls below $75,000 and ETH falls below $2,200 as the crypto selloff accelerates.

$150 million worth of levered longs were just liquidated in 10 minutes.

[Mitch Lim @mitch_lim]

@BrianTycangco @EquityBrian When you’re too invested in a lie, you gotta keep lying…

[Mitch Lim @mitch_lim]

@AJButton2 No capital gains or dividend taxes for Singaporeans too btw! 😉