MIZUBANI

[MIZUBANI @XMizubani]

@nejatian Hey @nejatian.

I'm a Korean who has been investing in OpenDoor for the long term.
$OPEN doesn't make up a large portion of my portfolio, but I really love this company.

I like how you communicate.
Hope you keep doing your best like this.
Always grateful.

[MIZUBANI @XMizubani]

'Don’t fight Bessent’s Treasury’ is new mantra in US bond market

Scott Bessent can’t stop talking about 10-year bond yields. In speeches, in interviews, week after week, he states and restates the administration’s plan to push them down and keep them down.

Source : Bloomberg

[MIZUBANI @XMizubani]

📌NOTE
@realDonaldTrump will announce reciprocal tariffs 'targeted at specific countries' next month
The tariffs will take effect immediately

Main targets; China, the European Union, Japan, South Korea, Mexico and Canada

[MIZUBANI @XMizubani]

@sioxxm AI로 인해 효율이 올라가면 장점도 있겠지만 일자리 감소로 한번은 크게 뿌러질것 같다는 생각은 합니다.

[MIZUBANI @XMizubani]

📈NOTE
The humanoid market is expected to grow from 10,000 units in 2025 to 1 million units by 2030

Humanoid battery market is expected to grow from 0.1 GWh in 2025 to 33 GWh in 2030

[MIZUBANI @XMizubani]

Citi raises KOSPI 2025 target to 2,900

Strong market liquidity inflows from foreign investors as the ban on short selling is lifted, combined with the relative valuation attractiveness of the Korean equity market

[MIZUBANI @XMizubani]

@sioxxm 네 1분기 인도량이 나쁘다 할지라도 매도할 자리는 아니죠.^^

[MIZUBANI @XMizubani]

ARK Invest bought an additional 9,351 shares of $TSLA

[MIZUBANI @XMizubani]

📈NOTE
US Existing Home Sales in Feb: 4.26million

Wow~ Great

[MIZUBANI @XMizubani]

@sioxxm 아네 반갑습니다.^^

[MIZUBANI @XMizubani]

$TSLA
Tesla plans to soon introduce 'long-awaited battery' innovation in Cybertruck

Is it dry coating technology?🤔

[MIZUBANI @XMizubani]

#SAMSUNG #NVIDIA

Samsung Electronic's fifth-generation HBM3E received satisfactory scores during Nvidia's recent audit and is expected to pass Nvidia's quality certification as early as June, according to South Korean🇰🇷 media outlet Alphabiz, quoting industry insiders

[MIZUBANI @XMizubani]

이상하게 양적완화로 번역되는데 양적긴축(QT)입니다.

[MIZUBANI @XMizubani]

📈NOTE
Fed announced at the March 2019 FOMC meeting that it would end QT by the end of September 2019

However, in late August, the Fed officially ended QT a month ahead of schedule
#FED #QT

[MIZUBANI @XMizubani]

Federal Reserve policymakers are alternately referred to as inflation-fighting hawks or labor-market defending doves

Right now, Chair Jerome Powell looks more like a duck, calm on the surface while constantly paddling beneath murky waters

Source : #WSJ

[MIZUBANI @XMizubani]

Sales of LG Chem's new drug for type 2 diabetes, Zemiglo, has exceeded KRW 1 trillion from 2012 to 2024

11 consecutive years of growth, reaching a compound annual growth rate of 35%

#LGChem #Kospi #Zemiglo

[MIZUBANI @XMizubani]

#SKOn #Nissan

SK On has signed a large-scale battery supply agreement with Nissan on MAR 19 2025

They will supply Nissan with a total of 99.4 GWh of batteries which is enough to power about 1 million mid-size electric vehicles is over 6 years period from 2028 to 2033

[MIZUBANI @XMizubani]

📈NOTE

Long/short ratio from Hedge fund has fallen to its lowest level in at least 5 years
This ratio is below levels of the 2020 crash

[MIZUBANI @XMizubani]

#SAMSUNG #MorganStanley

Morgan Stanley raises Samsung Electronics price target to KRW 70,000 from KRW 65,000, maintain 'overweight'

[MIZUBANI @XMizubani]

#Fed #Polymarket

Polymarket makes 100% bet that Fed will end QT in May this year