Asit (@asitv) header
Asit (@asitv) profile picture

Asymmetry - antifragility

Hong Kong
Joined August 2009
Photo by Asit (@asitv)Photo by Asit (@asitv)Photo by Asit (@asitv)Photo by Asit (@asitv)Photo by Asit (@asitv)Photo by Asit (@asitv)Photo by Asit (@asitv)Photo by Asit (@asitv)Photo by Asit (@asitv)Photo by Asit (@asitv)
People forget what a beast Meta's core business is until Google highlights it for them. $META $GOOGL
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Chinese period drama explaining modern finance. This is how Chinese use AI
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One way to avoid the high parking costs in HK!
Parking the Bentley outside… as one does…
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Just asked Claude to optimize my Ubiquiti Wi-Fi setup at home. 54% increase in Wi-Fi speeds on my phone. 25% increase on wired. 🤯🤯🤯 Prompt: I got a new UniFi network; can you optimize it? Make a list of all proposed changes and get my approval first. Took Claude 25 min.
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August 9th, 2026 is officially the hottest day ever recorded at Hong Kong Observatory since records began in 1884, with the mercury rising to 36.8°C at 1.20pm. The previous record at HKO was 36.6°C on August 22nd, 2017.
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Taxis in HK look identical after forty years! So much for “a better tomorrow”! 😑
John Woo's "A Better Tomorrow" (1986) was made at a time when comedy films saw mainstream success in Hong Kong. The studio was not expecting the movie to perform well financially. Tsui Hark recalled that unhappy studio executives asked him to "burn the film" midway through production. As a result, 'A Better Tomorrow' was minimally advertised in Hong Kong. The studio was also concerned with Chow Yun-Fat, who was considered "Box Office poison": unlike the other actors, his portrait was not included in the film's publicity stills, and he received third billing in the credits behind Lung Ti and Leslie Cheung. To everyone's surprise, the movie was a massive box office success. Chow Yun-Fat wore Alain Delon sunglasses and trench coat in the movie to emulate Delon's character in "Le Samouraï" (1967). Because of the popularity of "A Better Tomorrow", young men in Hong Kong began trying to emulate Chow by wearing long coats and sunglasses, despite the local humidity. Because of that, the Alain Delon sunglasses were sold out in Asia. Delon sent John Woo a personal thank you note. P.S: On this day, 40 years ago, "A Better Tomorrow" (1986) was released in Hong Kong.
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There are bold traders, and there are old traders, but there are no bold, old traders...
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AWS, Google Cloud, and Azure Growth Rates: $AMZN $GOOG $GOOGL $MSFT
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INDIA’S ANAHAT SINGH IS WORLD JUNIOR SQUASH CHAMPION 2026! 🏆🇮🇳 🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥🔥
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STOP PRESS! 𝐀𝐍𝐀𝐇𝐀𝐓 𝐒𝐈𝐍𝐆𝐇 𝐂𝐑𝐄𝐀𝐓𝐄𝐒 𝐇𝐄𝐑𝐒𝐓𝐎𝐑𝐘! 🇮🇳 18 yr old becomes the FIRST EVER Indian to be crowned World Junior Squash CHAMPION! 🏆 Top seed beat Egypt's Ruqayya Salem (2nd seed) 3-0 in Final. #Squash
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This bike goes so much faster on my Chinese stocks…as they all go straight downhill! 😂😭
Someone on Reddit built a game where you ride a dirt bike on top of any company's stock chart.
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The best part about investing in Asian stocks is that they go down with US markets, but don't go back up with them.
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Google which is cash surplus, just announced an additional capital raise of $80 bn. Google annual profit is $160 bn, last quarter $62 bn, and market cap $4.5 trillion. That is close to total profits and market cap of all Indian listed companies put together. It’s a wake up call to all companies to invest into the future, whatever the present maybe. Now that IPL is done and dusted, time for India to focus on business of business.
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What @coatue_thomas learned about TSMC work culture when visiting Taiwan: "I'm driving back to Taipei City with my host from TSMC and we're on the highway and there's a golf course and it's nighttime, so there's lights and people playing." "I very innocently turned to him and said, 'Wow, you guys play golf at night here?'" "He looked back at me and said, 'Well, when do you play?'" And that's when I realized we're in a different level of work here... It just became obvious you didn't have to necessarily worry about who was going to win. The the whole infrastructure layer will win." From his appearance on the show last month.
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SemiAnalysis report on $AMZN is moving the stock... here's a summary of what matters newsletter.semianalysis.com/…
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Is it even a real investment conference if no one pitches Sea?! 🤨
1/ At Sohn Hong Kong 2026, Sandstone Capital’s Harrison Moot called one Asian ecommerce giant “the most asymmetric opportunity” in public markets today. 🧵
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It's not a trip to Taipei without a night market stop. 🍧📸🤳
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