Blew past my estimates of ~855k in just over a month! Guess I didn't factor what IBKR accessibility for Korean stocks could mean for this name KRX: 402340
Sharing my thesis on SK Square, which I think continues to be the best risk - adjusted way to play the AI memory boom (and no, TurboQuant does not impact HBM demand). I am up ~132% on this but think there is at least ~41% upside next year itself:
https://t.co/I9HptnHxT3
@rubicon59 Great call. Copper will continue to thrive or at the very least, can co-exist with optics, and people forget $CRDO has a pretty solid photonics biz as well
@GabGrowth Great points. Another key aspect is the Coinbase arrangement, which is due for renewal in August this year. Given the recent news on stablecoin yields, a new deal could hopefully end up favouring $CRCL
@yieldchad Asia Vital seems super interesting, may be interesting to play a components supplier in cooling vs $VRT which seems to be a consensus, crowded long
@abhayjainp Great list. TD has been a standout for me personally, but interesting call on Interarch as well, stock has sold off quite a bit, ~15% order pipeline on DCs is exciting