M ㅈㄱ 서울

bbw 뚱 얼굴이쁜편 프본 📍양식없는 디엠안봄📍20대중반 #ㅈㄱ #스폰

[M ㅈㄱ 서울 @LaboniMst17918]

📍메인트필독! ! 뚱, 비떱좋아하시는분만 문의 당일예약잘안되용 ㅠㅠ(정지때문에 예약원할 시 인스타팔로우!)

📍양식 필수!! 일정조율후 오카로만연락❗️❗️
범죄예방으로 꼭 국내메신저로만 연락합니다.예외x 사진은 더 안드림🥺

📍정지대비,후기💓만남영상은💓인스타로!!: https://t.co/2vsuxUIesv

[M ㅈㄱ 서울 @LaboniMst17918]

대학생 메인트봐주세영
#서울 #ㅈㄱ #용돈

[M ㅈㄱ 서울 @LaboniMst17918]

회복해서 다시시작해용~
디엠이 엄청 밀려있어서 지금한분씩 답장드리고있는데 디엠리밋이라 천천��드립니당!

[M ㅈㄱ 서울 @LaboniMst17918]

수술해서 2주뒤에 예약받아용ㅜㅜ!

[Serenity @aleabitoreddit]

Feels bad, -49.4% drawdown this month after the recent crash.

My portfolio is mainly AI chokepoints and bottlenecks.

In the memory, photonics, robotics, and upstream semis, (on margin) which all tend to be higher beta than others. But reduced leverage recently from the crash.

I see a lot of people making fun of the drop or AI names, saying it’s obvious that:

- “AI is a bubble”
- “memory/kospi is a bubble”
- “photonics is a bubble”
- “humanoids won’t get anywhere”
- “neoclouds will get replaced by hyperscalers like Meta”

And a bunch of retail + bots saying “sell everything, it’s never going to recover”.

But I have conviction that all these themes are backed by structural revenue growth or technological shifts.

And I’ve had similar drawdowns back when there admin threatened global tariffs, before markets pulled off a recovery.

I personally have a longer horizon + higher tolerance for volatility than others, to see how this plays out.

Especially considering a lot of retail view things on a week to week basis: no, my thesis isn’t wrong yet if I project revenue inflection in H2 2027 and it’s 2026 now.

Anyway, feels bad short term just wanted to share anyway for transparency.

[M ㅈㄱ 서울 @LaboniMst17918]

여기만남인증영상을 안올렸었엉..
만남인증영상💓💓 ><
#ㅈㄱ #ㅅㅍ #스폰

[M ㅈㄱ 서울 @LaboniMst17918]

대학생 메인트봐주세영
#서울 #ㅈㄱ #용돈

[M ㅈㄱ 서울 @LaboniMst17918]

대학생 메인트봐주세영
#서울 #ㅈㄱ #용돈

[M ㅈㄱ 서울 @LaboniMst17918]

잉 ㅜㅜ정지당했슈

[M ㅈㄱ 서울 @LaboniMst17918]

사진이것만드림

[M ㅈㄱ 서울 @LaboniMst17918]

📍메인트필독! ! 뚱, 비���좋아하시는분만 문의 당일예약잘안되용 ㅠㅠ(정지때문에 예약원할 시 인스타팔로우!)

📍양식 필수!! 일정조율후 오카로만연락❗️❗️
범죄예방으로 꼭 국내메신저로만 연락합니다.예외x 사진은 더 안드림🥺

📍정지대비,후기💓만남영상은💓인스타로!!: https://t.co/2vsuxUIesv

[M ㅈㄱ 서울 @LaboniMst17918]

밑에이상한글들저아님!

[M ㅈㄱ 서울 @LaboniMst17918]

계정 삿오용��

[M ㅈㄱ 서울 @LaboniMst17918]

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[M ㅈㄱ 서울 @LaboniMst17918]

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