bhas

[LeBron James @KingJames]

No, THANK YOU! Truly a honor to wear the 💜💛 while trying to continuing the greatness & legacies that came before me! Hope I made a few proud during my stint. 🙏🏾🫡👑

[ESPN @espn]

The drought is OVER 🏆

53 years later, the Knicks are champions again!

[LakeShowYo @LakeShowYo]

WE JUST WITNESSED ONE OF THE GREATEST MOMENTS IN NBA HISTORY

[bhas @bhaskorobsp]

spurs rusaakk

[Sarjana Eksu @SarjanaEksu]

Presiden terdahulu klo market ancur, rupiah melemah, dan rakyat udah berisik bakal cepet ditangani problemnya.

2013 parah banget rupiahnya tapi pak SBY take action jg saat itu jadi bisa ternetralisir

2015 budget berantakan parah, trus Pak Jokowi take action jg dengan manggil balik bu SMI.

2018 berantakan karena tariff Trump dan BI berani pre-emptive rate hike dan pemerintah adjust anggaran juga

Baru kali ini market ancur hampir 40% dan rupiah melemah terus tapi gak ada respon serius. Masih nyalahin BI, masih glorifikasi MBG, masih anti kritik tentang plesir ke LN, dll.

Problemnya itu. Global economy gk lagi baik2 aja. Spekulasi pasar saham gila2an dan credit issue mulai muncul. Kalau gaya kerjanya masih kayak gini.

Gw gak paham lagi mau seberapa hancur rupiah dan IHSG ketika nanti kejadian.

[Pangeran @pangeransiahaan]

Seorang hooligan London mengamuk. Konon footage langsung dari Budapest

[The Economist @TheEconomist]

The sprawling multi-ethnic archipelago cannot simply be given orders as if it were an army unit. It needs a leader who listens to many voices, rather than one who surrounds himself with yes-men https://t.co/3Rf4W3HXnX

[The Economist @TheEconomist]

Prabowo Subianto is centralising power, marginalising opposition and spending beyond Indonesia’s means. He could undo 20 years of economic and political progress https://t.co/f80KbNbU6l

[Los Angeles Lakers @Lakers]

Blocked out the noise. Round, won.

[Los Angeles Lakers @Lakers]

Battled back. Secured the W.

[LakeShowYo @LakeShowYo]

LEBRON ALLEYOOP TO BRONNY

😭😭😭🔥

[Shanaka Anslem Perera ⚡ @shanaka86]

BREAKING: Everyone sees a Korea crash.

Almost nobody sees the AI supply chain crisis hiding inside it.

The KOSPI just lost 15% in 48 hours. Circuit breakers triggered for the first time in 576 days. $270 billion vaporized in a single session. Samsung down 10%. SK Hynix down 12%. The world’s hottest stock market went from all-time highs above 6,300 to freefall below 5,300 in two trading days.

The consensus says geopolitics. Iran strikes, Hormuz threats, oil surging past $80. Standard energy shock narrative.

That is the surface reading.

Here is what is actually happening.

Samsung and SK Hynix together control 67% of global DRAM production and nearly 80% of high-bandwidth memory revenue. HBM is the oxygen of every AI datacenter being built on Earth right now. Every NVIDIA Blackwell chip, every Google TPU, every hyperscaler expansion relies on memory manufactured overwhelmingly in one country.

That country imports 97% of its energy.

Through a strait that Iran just threatened to close.

The KOSPI crash is not a Korea story. It is the first live stress test of the AI infrastructure buildout’s most critical single point of failure. The entire global memory supercycle, projected to exceed $440 billion in 2026, depends on fabs that cannot run without imported oil and LNG flowing through contested waters. Global DRAM inventory sits at 2 to 3 weeks. NAND at 3 to 4 weeks. There is no buffer. If Hormuz disruption persists beyond a month, production cuts become unavoidable and the AI buildout timeline slips in ways no one has modeled.

The market priced a 50% YTD rally into Korean semiconductors on the assumption that AI demand is infinite and supply is guaranteed. The second assumption just got falsified in real time.

Defense stocks tell the real story. Hanwha Aerospace surged 20%. LIG Nex1 up 30%. Capital is not fleeing Korea. It is rotating from the thesis that energy is a solved problem into the thesis that energy is the binding constraint on everything, including the AI future.

What to watch: if oil holds above $85 for more than two weeks, semiconductor production cost models break. If Hormuz stays contested into April, HBM delivery timelines for second-half 2026 become unreliable. If foreign investors continue liquidating at the pace of 5 trillion won per session, the won depreciation compounds import costs in a reflexive spiral that monetary policy cannot arrest without killing domestic demand.

The falsifier is simple. Conflict resolves within 10 days, oil returns below $75, and this was the buying opportunity of the year. That is a real possibility. But the vulnerability it exposed does not disappear with a ceasefire. The structural dependency remains. And now everyone knows it is there.

The AI supercycle has a chokepoint. It is not chips. It is not talent. It is not capital. It is the energy that powers the fabs that make the memory that makes AI possible. And that energy flows through a 21-mile-wide strait controlled by a regime under military assault.

That is the story the KOSPI just told. Listen carefully.

[Sarjana Eksu @SarjanaEksu]

2 minggu terakhir market Indo difitnah MSCI gak transparan saya juga diam

Dijelek-jelekin broker asing saya juga diam

Dicela direndah-rendahkan Moody’s saya juga diam

Dihujat dihujat dihina dihina oleh Techinasia saya juga diam

Tetapi hari ini SAYA AKAN LAWAN FTSE

[Tigor Siagian, CFA, FRM @tigorsiagian]

"Stocks are stories, bonds are mathematics." (David Leinweber in "How I Became a Quant", Lindsey & Schachter (ed.), 2011)

[Sarjana Eksu @SarjanaEksu]

Yang wallet yang wallet ajah

[The Cinéprism @TheCineprism]

None of them were acting..

[Bung Aris ⚜️ @yodiaris]

welcome back. one of the best examples of good public speaking.

story telling aspect, give examples and evidences, chronologic, simple words, agitatives, sometimes jokes, firm, and nice intonation with great tempo.

[dzaky @dzakdelarocha]

jarvis tolongin vis