🇯🇵 Shogun 🇰🇷 태현

International politics | Stock trader | Lakshmi Ji’s Blessing

[Suhail @Suhail]

My favorite @elonmusk quote that I often send friends:

Do not fear losing. “You will lose,” Musk says. “It will hurt the first fifty times. When you get used to losing, you will play each game with less emotion.” You will be more fearless, take more risks.

[VolumeLeaders @VolumeLeaders]

$SIRI - Kind of an interesting chart. This looks like a very long term (2+ years) accumulation pattern.

Bullish if it can remain over #1.

https://t.co/6htjntJORg

[Serenity @aleabitoreddit]

Here's a bunch of random 30 US-available random stocks I like today and why:

1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count
3. $TSM - backbone of semis/ai
4. $COHR - They do everything vertically integrated + captures optical cycle
5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now.
6. $DRAM - memory exposure for samsung/sk hynix
7. $AVGO - hyperscalers dont like nvidia gpu tax
8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time
9. $ARM - AGI CPUs scale revenue quite a bit over the next decade
10. $TSEM - you're going to need a foundry for light based stuff
11. $IBIT - bitcoin, we all know by now
12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google.
13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it.
14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america
15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild.
16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act)
17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon.
18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well.
19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important
20. $FN - Someone needs to assemble optical stuff
21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight?
22. $MP - American rare earths program is extremely important, similar to $INTC national security risks
23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long
24. $SMTC - LRO/LPO transition
25. $POWL - US alternative to hammond for switchgear DC type bottleneck
26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors.
27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains
28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity.
29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine.
30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE

Just throwing out other thoughts aside from $AAOI and $AEHR.

[AskLivermore @asklivermore]

$MU, $SNDK, and $DRAM (memory ETF).

Memory is crucial. Without memory, AI can NOT scale and function.
We are STILL so early.
We STILL have Agentic AI (right now) -> PHYSICAL AI (year 2027 robots) -> GENERAL AI (year 2028) -> SUPER-INTELLIGENCE (year 2030+ and beyond).

A lot of you have asked WHEN and WHERE to buy memory stocks.

1. Probing position -> this is a starter position. This is to test the waters and reduce FOMO. At this level, markets are neutral. Relief rally territory that can turn into all-time highs or fail and head lower. So you buy small and see, and be flexible.

2. Build position -> this is where it makes sense to build a nice chunk. It's at great levels to be happier psychologically. This is when you're okay with whatever fate happens. Fair price.

3. Buy big -> this is where you can buy big time. CONVICTION.

In whatever case, RED is temporary. Let's make millions together.

[Сarm1ne @carm1nee]

George Soros taught Ron Baron one lesson that made him $20 billion

"if you have identified and done the work on a business that can grow tremendously - you can't own enough of the greatest idea you've ever had"

Baron put $400 million into Tesla and made $7 billion - then put $2 billion into SpaceX and made $13 billion - 54% compounded per year for 9 years

he just placed a $1 billion order at the SpaceX IPO - "I'm 83 years old - I can't imagine ever selling a single share in my lifetime"

bookmark and watch it today ↓

[Noah Smith 🐇🇺🇸🇺🇦🇹🇼 @Noahpinion]

Anti-Indian content in Singapore was found to be astroturfed by China.

Wonder about anti-Indian content in the U.S... 🤔

[Singapore in India @SGinIndia]

Singapore orders social media sites to block content, likely from China-based platform, targeting Indian community
@ChannelNewsAsia

https://t.co/bC9WtCvewg

[🇯🇵 Shogun 🇰🇷 태현 @Shogun_returns]

3% down today
After being up 107% YTD

[🇯🇵 Shogun 🇰🇷 태현 @Shogun_returns]

@ZaStocks That’s so arrogant .

[🇯🇵 Shogun 🇰🇷 태현 @Shogun_returns]

@amitisinvesting You should sleep more

[🇯🇵 Shogun 🇰🇷 태현 @Shogun_returns]

@amitisinvesting Damm loll

[🇯🇵 Shogun 🇰🇷 태현 @Shogun_returns]

@amitisinvesting Market will break but Only when majority is convinced it won’t break . Leverage will break the market , this is something no one is paying attention to

[🇯🇵 Shogun 🇰🇷 태현 @Shogun_returns]

White guy getting chased after not paying for massage

[Nomad Hub ⚫️🟠 @kaleljr42]

Another day in Pattaya #thailand #pattaya #falang

[🇯🇵 Shogun 🇰🇷 태현 @Shogun_returns]

@Athena_Slays Lmao AI did

[Alyona @askaya]

Women rejecting broke men - standards.
Men rejecting single mothers - immature.

Women rejecting short men - preference.
Men rejecting fat women - body shaming.

Women set boundaries - knows her worth.
Men set boundaries - controlling.

See a pattern here?

[Cody 🇺🇸 @OddStockTrader]

Tell yourself everyday "I'm going to make a million dollars"

You Will.

It's how I did it.

[🇯🇵 Shogun 🇰🇷 태현 @Shogun_returns]

@tanatana5252 Mfker how do you know they are Indians .
Japanese , don’t feel bad that Americans nuked you

[🇯🇵 Shogun 🇰🇷 태현 @Shogun_returns]

That’s a toy car

[Kari @KariDaniels]

Put the cover back on it.

[🇯🇵 Shogun 🇰🇷 태현 @Shogun_returns]

You call it savage or Sexist

[Sierra @Sierra_rak]

Omg Korea is soooo savage.

My friend failed her job interview in Korea and she said it's because she was overweight... apparently, the interviewer said "if you can't even manage your fat, how will you manage a job?" WTHHHHH

Do they really say those things straight up to the job applicants?

[🇯🇵 Shogun 🇰🇷 태현 @Shogun_returns]

Reminder for those Asian bitches that are racist towards non white especially Indians

[. @WHITE_TakingLs]

🇯🇵 A Japanese female streamer was harassed by WHITE man at Kansai Airport 🤡

if an Black / Black /Mexican guy had done this instead of a WHlTE the world would’ve cried over us labelling as uncivilised