JOHN BKK

[JOHN BKK @johnjohn4H]

@sabri_thai N’ Exagères pas c est un faible pourcentage, c est comme tous ces nouveaux youtubeurs qui poussent sur les kit d expat ou des cours de langue , on peut critiquer aussi avec leurs prix délirants alors que les infos sont disponibles en ligne…

[JOHN BKK @johnjohn4H]

@Graphseo C est à tous les niveaux https://t.co/fdlmvNR4FL

[JOHN BKK @johnjohn4H]

@ChienSurpris 🙄 c est juste pour vendre derrière des kits d expatriation…

[JOHN BKK @johnjohn4H]

@RodolpheSteffan Thanks to Korea

[SemiVision👁️👁️ @semivision_tw]

South Korea has only about 52 million people, yet its active stock trading accounts have already exceeded 100 million. In other words, the number of trading accounts is nearly twice the population.

This is no longer just a stock market rally. It is a national balance-sheet event.

Young Koreans are aggressively moving from wages and real estate dreams into equities, ETFs, leveraged products and crypto. South Korea has also become one of the world’s most active crypto markets, with Korean won trading pairs reportedly accounting for around 30% of global spot crypto volume.

So when the KOSPI broke above 7,800 for the first time, the move was not just about Samsung, SK Hynix or AI memory. It reflected a broader national shift: capital, policy, retail investors and semiconductor fundamentals all moving in the same direction.

[JOHN BKK @johnjohn4H]

@AlainPitous Un peu normal

[SemiVision👁️👁️ @semivision_tw]

South Korea has only about 52 million people, yet its active stock trading accounts have already exceeded 100 million. In other words, the number of trading accounts is nearly twice the population.

This is no longer just a stock market rally. It is a national balance-sheet event.

Young Koreans are aggressively moving from wages and real estate dreams into equities, ETFs, leveraged products and crypto. South Korea has also become one of the world’s most active crypto markets, with Korean won trading pairs reportedly accounting for around 30% of global spot crypto volume.

So when the KOSPI broke above 7,800 for the first time, the move was not just about Samsung, SK Hynix or AI memory. It reflected a broader national shift: capital, policy, retail investors and semiconductor fundamentals all moving in the same direction.

[JOHN BKK @johnjohn4H]

@finneko_prgrm Thanks to Korea 🫣

[SemiVision👁️👁️ @semivision_tw]

South Korea has only about 52 million people, yet its active stock trading accounts have already exceeded 100 million. In other words, the number of trading accounts is nearly twice the population.

This is no longer just a stock market rally. It is a national balance-sheet event.

Young Koreans are aggressively moving from wages and real estate dreams into equities, ETFs, leveraged products and crypto. South Korea has also become one of the world’s most active crypto markets, with Korean won trading pairs reportedly accounting for around 30% of global spot crypto volume.

So when the KOSPI broke above 7,800 for the first time, the move was not just about Samsung, SK Hynix or AI memory. It reflected a broader national shift: capital, policy, retail investors and semiconductor fundamentals all moving in the same direction.

[JOHN BKK @johnjohn4H]

@JulienTechInvst Je ne sais pas si c'est une bulle mais l'ETF DRAM explose tout https://t.co/viZ7Pv3e6z

[JOHN BKK @johnjohn4H]

@JUST_KAWS Korean retail https://t.co/AtgaO5aydx

[JOHN BKK @johnjohn4H]

@finneko_prgrm Les Coréens augmentent leurs positions sur les leviers et probablement pas qu eux…https://t.co/XRsxUtElEV

[JOHN BKK @johnjohn4H]

@MarcosMillaYT https://t.co/c8nonAAspA

[JOHN BKK @johnjohn4H]

@JohnTinsman FOMO 🫣

[JOHN BKK @johnjohn4H]

@Smart_Money Thailand will likely come under pressure from the OECD to adopt a worldwide income taxation system, meaning residents could be taxed on their global income even if it is not remitted to Thailand. You still have 3 or 4 years ahead of you, after that it's probably over.

[Markets & Mayhem @Mayhem4Markets]

How long until Ackman comes on CNBC crying? 🤔

[JOHN BKK @johnjohn4H]

@BourseAsieFR https://t.co/v8F3lt86ua

[Patrick OShaughnessy @patrick_oshag]

Dylan on why memory prices will double again:

"Memory can only grow capacity low double digit percentages a year. 20-30% a year, even less for NAND, a little bit higher for DRAM, but whatever.

Even though the demand signal was very strong at the end of 2025, the memory companies immediately started reacting.

None of that incremental capacity really gets here until 2028, even if they wanted to build as fast as possible.

So the result is memory prices have gone through the roof.

They're going to double and triple again. DRAM, especially.

People are like, "oh, the memory story is overplayed." No, you don't get it. DRAM will double or triple from here still, because that's how much capacity is required.

And they have to steal capacity from somewhere else. And the only way to steal capacity from somewhere else in a capitalist economy is demand destruction via higher pricing."

[JOHN BKK @johnjohn4H]

@BourseAsieFR Pas tout le monde

[BFM @BFMTV]

Corée du Sud: 40.000 salariés de Samsung manifestent pour réclamer des salaires plus élevés et des primes liées aux profits de l'IA #BFM2

[JOHN BKK @johnjohn4H]

@soy_muse Bangkok remains expensive if you want to live a Western lifestyle, and it's polluted for four months of the year.

[JOHN BKK @johnjohn4H]

@JimQbert @Bangkokboy17 https://t.co/AStWDssNyq

[Thai Enquirer @ThaiEnquirer]

Thailand is moving to overhaul its visa regime, with officials reviewing the country’s 60-day visa-free entry scheme and considering shorter stays alongside a shift toward more targeted visa options. The changes aim to improve screening of visitors while supporting a strategy focused on higher-value tourism.

Link - https://t.co/gRXIhU4P3X

#Thailand #Tourism #ยกเลิกฟรีวีซ่า

[JOHN BKK @johnjohn4H]

@Skyboyz15 The High Court has warned Songkran revelers that they could face up to 10 years in prison and/or a hefty fine of 200,000 baht if found guilty of physically harassing someone during crowded water fight