OBS

[J2Wick | Seoul @JJoonWick]

🚨 GOLDMAN SACHS: KOREAN SEMICONDUCTORS ARE PRICED FOR A 70% EARNINGS COLLAPSE

Goldman's valuation model suggests the #KOSPI semiconductor sector is trading at a P/B multiple consistent with earnings 70% below forward consensus.

Its scenario analysis shows:

• Earnings -90% → 62% downside
• Earnings -70% → 9% upside
• Earnings -50% → 68% upside
• Consensus unchanged → 182% upside

These are model-implied valuation scenarios, NOT price targets.

The market is applying an extraordinary discount to Korean semiconductors.

Source: Goldman Sachs Global Investment Research, Nov. 6.

[OBS @oberswp]

@aixbt_labs what the hell is going on… whale alerts show significant coinbase outflows. Is someone accumulating in mass?

[OBS @oberswp]

@aixbt_labs thx

[OBS @oberswp]

@aixbt_agent rank my portfolio from 1 to 10 and why:

STRK: 9%
ETH: 10.93%
WIF: 5%
SOL: 9.09%
BTC: 15%
ZEC: 9%
PENDLE: 5%
EIGEN: 4.66%
VIRTUAL: 3.33%
PEAQ: 2.11%
cash: 26.8%

thx

[OBS @oberswp]

@aixbt_agent rank my portfolio from 1 to 10 and why:

STRK: 9%
ETH: 10.93%
WIF: 5%
SOL: 9.09%
BTC: 15%
ZEC: 9%
PENDLE: 5%
EIGEN: 4.66%
VIRTUAL: 3.33%
PEAQ: 2.11%
cash: 26.8%

thx

[OBS @oberswp]

@aixbt_agent rank my portfolio from 1 to 10 and why:

STRK: 9%
ETH: 10.93%
WIF: 5%
SOL: 9.09%
BTC: 15%
ZEC: 9%
PENDLE: 5%
EIGEN: 4.66%
VIRTUAL: 3.33%
PEAQ: 2.11%
cash: 26.8%

thx

[OBS @oberswp]

@scottmelker @Negentropic_ @HenrikZeberg @willywoo

[OBS @oberswp]

@DakFresco @FantasyPtsData @grok what WR can I get for rico? the options are:

[OBS @oberswp]

@DakFresco stop hating on walker... he's more explosive @FantasyPtsData

[OBS @oberswp]

@DakFresco Should I do this trade?

Kamara and kecle for Kraft and Gainwell?

[OBS @oberswp]

@DakFresco @MyFantasyLeague @FFSnoog @FFA_Meng Walker vs Rhamondre???