Bullish on SK Hynix. During an arms race, the biggest winners are often the companies selling equipment to every side. AI companies are competing aggressively, but all of them need better chips and better memory. Whether the future belongs to one AI giant or ten competing ecosystems, advanced memory suppliers could continue benefiting from the race itself. @deal2deal
Waiting for better entry price-I would wait for a deeper pullback before buying. Although the recent 24% correction has removed some of the initial IPO excitement, I am not convinced that the selling pressure is over yet. The coming months will likely be a battle between index inclusion inflows and lockup-related selling, and it remains unclear which force will dominate in the short term. The company’s large cash reserves and ambitious plans in AI and space infrastructure are impressive, but valuation still matters regardless of how exciting the story may be. I would rather miss the first part of a recovery than rush into a position while uncertainty remains high. My preferred approach is to monitor earnings, management guidance and the first wave of share unlocks before deciding whether t
I would buy: 🇯🇵 Japan It is like: A quality compounder disguised as a dark horse. Bullish reason: In every market cycle, the loudest stocks aren't always the best investments. Japan rarely dominates headlines, yet it keeps improving through discipline, preparation, and teamwork. They don't depend on one superstar—they trust the system. That's what great businesses do: they compound quietly while others chase hype. Will they win the World Cup? Nobody knows. But investing isn't about certainty; it's about backing principles that endure. I'll take the team that learns from setbacks, respects every opponent, and earns every inch of success. The market often recognizes excellence only after years of overlooking it. Japan isn't the obvious pick. That's exactly why I'd buy and hold. 🇯🇵📈⚽
@AhGong I think both bulls and bears have valid points. SpaceX has world-class assets, strong revenue growth, and huge opportunities through Starlink. On the other hand, the valuation is massive and profitability remains a question. I’d be interested, but only at the right price.
The first quarter of the year has come to a close, and for many investors and market watchers, it ended with more questions than answers. Heading into the year, expectations were cautiously optimistic. Many believed the global economy had weathered the worst of the turbulence from the past few years. There was hope that easing inflation, stabilizing supply chains, and a gradual shift in monetary policy would provide the foundation for stronger market performance. However, Q1 proved to be far more challenging than anticipated. Markets experienced persistent volatility as investors navigated a complex mix of macroeconomic pressures, shifting central bank signals, geopolitical uncertainties, and uneven corporate earnings. Instead of the strong momentum many had hoped for, the quarter delivere