Posts
SK Hynix: KOSPI stock or new US ADR?
Seeking input on SK Hynix investment. Should I go for its Korea-listed shares or the upcoming US SKHY ADR? I reside in Hong Kong and already hold Micron stock. Korean market hours are far more convenient for me than late-night US trading. I’m weighing FX fees, Korean trading taxes, ADR …
Current situation with STRF/STRC/STRK/STRD
"**Distressed-debt funds that snapped up Strategy Inc.’s beaten-down preferred shares are in talks with one of the company’s bankers about swapping them for other securities**, pitching it as a win-win as the relentless rout in crypto puts the Bitcoin accumulator in an increasingly tough spot. The investors have had conversations …
MU at $977 starting a position, $1300 target.
Been thinking of buying MU, I ran it trough my basic filter (see below and why) and I believe it will hit 1300, lmkwyt * Forward PE good, 6 * Moving averages. pullback this week (\~20% off the $1255 high) has it sitting near support instead of stretched. * IV30 …
Has anyone here ever actually bought a stock because of a YouTube channel’s recommendation?
I’m curious if anyone has found a finance/investing YouTube channel that they genuinely trust, or at least one that has provided useful stock ideas that were worth researching further. I don’t mean blindly copying someone’s trades, but more like: you watched a video, the person made a solid case for …
SPCX joining the Nasdaq-100 feels like a liquidity event more than a catalyst
SPCX joining the Nasdaq-100 got a lot of attention, but the immediate selloff makes me wonder if the inclusion itself was already priced in. I am trying to think about this less as "index inclusion means up" and more as a liquidity and positioning event. More forced demand, but also …
Do you have rotation play?
Do you have rotation play? Currently all money is moving away from tech to real life stocks like banks, value stocks etc. Now money is moving to oil stocks. Today oil price went up a lot which means oil stocks rally. This means oil stocks probably go up 10-20% in …
When is META going to be done with these lawsuits?
[https://www.reuters.com/business/meta-says-us-states-are-seeking-14-trillion-penalties-august-youth-safety-trial-2026-07-07/](https://www.reuters.com/business/meta-says-us-states-are-seeking-14-trillion-penalties-august-youth-safety-trial-2026-07-07/) So many lawsuits, so many states/plantiffs trying to get on board with these claims... when are we going to see this being resolved good or bad? This is the single biggest headwind capping Meta's stock price. They can generate over 30% growth next quarter and sell compute up the …
Thinking of closing my Nvidia position to add to other positions
I bought Nvidia end of 2024 at around 140, and it's done well relative to SnP, but it's one of my weaker positions relative to the amount I invested. It's down 25% from the top right now, but other stocks I own like rocketlab, nebius applied digital, even Microsoft, Sofi …
Divergence Between the VIX and the Fear & Greed Index
Good day All. I’ve used the CNN Fear & Greed index for years to put me in the vicinity of market bottoms. It worked during the COVID crash, the 2022 bear market, the tariff sell-offs, and are recent geopolitical scares. Right now, there seems to be a disconnect that has …
Europe can't own its robots, Tesla can't build them, and China just open-sourced the eyes: the supply chain triangle nobody can price
ABB agreed last October to sell its robotics division to SoftBank for roughly $5.4 billion, closing expected later this year and still pending. That follows KUKA, bought by China's Midea in 2017 and fully delisted in 2022. You cannot buy KUKA stock anymore. You can only buy Midea. In the …