$LWLG is next. Unlike the others, I knew this was a shitco. Went in for a quick short trade, got greedy, and now I’m sitting on a -33% bag.
saving grace is all 3 of these combined are <25% of my port
When Samsung’s founder declared in Tokyo that Samsung would enter the semiconductor business, Intel in the United States mocked Samsung as “delusional,” while Japan’s Mitsubishi reportedly published a report titled “Five Reasons Samsung Cannot Succeed in the Semiconductor Business.”
Fortunately, Korea today is not publishing reports like “Why China Cannot Catch Up with Korean Semiconductors.” Instead, Korea remains highly vigilant. In other words, Korea is determined not to repeat Japan’s mistake.
Still, I am anxious. China’s technological progress is frightening, but what scares me even more is imagining Korea’s future without semiconductors.
Samsung and SK Hynix already account for more than 50% of the Korean stock market.
The corporate taxes paid by Samsung and SK Hynix alone will exceed one-quarter of Korea’s total tax revenue in 2026.
If Korea loses semiconductors to China, Korea will become Finland without Nokia — or Detroit.
oh my goodness
financial times reporting that $META is now thinking of raising "tens of billions" in new share sale
$GOOGL opened the floodgates...if all the Mag 7s think the market is willing to buy newly issued equity...
then you would imagine that $MSFT and $AMZN also participate
we are in a new paradigm in funding the ai buildout
Down 33% on $MSSCORPS. Officially the biggest hit my stock portfolio has ever taken.
This trade is a total pain in the ass right now, but I’m holding through the pain until EOY.
$AAOI $Foci $Shunsin - 5x
$SIVE - 15X
Utmost respect for Serenity, but these numbers look wild for a 3yr horizon, let alone 1yr. Then again, the track record speaks for itself with multiple 10x calls. If this actually plays out, Im literally building a statue for him. No kidding
@kevinxu@pepemoonboy No offense, but why aren’t you going all-in with the $11M, Kev? Make it $100M. You started swing trading with literally less than 0.5% of your port. Going all-in everything is a massive gamble, but don't send the wrong message to your followers making it look easy. Cheers!