To The Moon

Bullish on SK Hynix. HMB is becoming what GPUs were in 2023. A few years ago, many investors thought GPUs were just another semiconductor segment. AI changed that perception completely. HBM may be going through a similar transformation today. Training larger models and running inference at scale require enormous memory bandwidth, and that makes HBM less of a commodity and more of a strategic technology. The company that controls the bottleneck often captures the profits, and right now SK Hynix appears to hold the strongest position. The ADR listing is important because it allows global investors easier access to a company that many previously could only buy through Korean markets or ETFs. Yes, valuation risk exists, and yes, memory remains cyclical, but if AI infrastructure spending remain

My word for the first half of 2026 is DiamondHands because despite market pullbacks and scary headlines, I held onto my highest-conviction positions and stayed invested.

Great company does not always mean great price. I am waiting for valuation to cool further before jumping in, even though I remain positive about the long-term outlook

Goal Goal Goal. 1 for Team Tiger! @nickname168 join the celebration!

I would buy: 🇦🇷 Argentina It is like: A quality compounder. Bullish reason:Everyone chases the hottest IPOs and flashy growth stories, but World Cups are often won by teams that know how to turn pressure into performance. Argentina isn't the cheapest stock in the market, yet they keep proving that experience, resilience, and a winning culture compound over time. They've already shown they can survive drawdowns, adapt to different opponents, and still deliver returns when it matters most. In investing, I don't just buy talent—I buy mentality. The market may fluctuate. Penalties may happen. But when the final whistle blows, I want a team that knows how to close. My portfolio pick: Argentina. Buy, hold, and never panic sell. 📈⚽🏆

Spain feels like the most structurally complete team. They don’t rely on moments, they control games, and that tends to scale well in a 48-team format with more fixtures. If I had to play the theme, $Flutter Entertainment PLC(FLUT)$ and $DraftKings Inc.(DKNG)$ are basically the “event exposure” trade rather than a team-specific bet. 3am matches are officially a “depends how important it is” situation.

SpaceX is one of the few companies trying to build entirely new industries rather than compete in existing ones. Satellite internet, reusable rockets, and Mars exploration all offer enormous optionality. I’m bullish for the next decade. @deal2deal come join

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My first superpower would be the ability to see the exact price of any stock exactly three minutes into the future. On the surface, that sounds incredible. Imagine being able to know whether a stock will go up or down within minutes. I could stare at the screen and confidently say, “Yes, this stock will be 0.5% higher in three minutes.” Unfortunately, trading rarely works that conveniently. By the time I place an order, adjust the price, and wait for it to be filled, the three minutes would already be over. Sometimes the price would move in the exact opposite direction immediately afterward. So while I technically know the future, it would only help me feel slightly smarter while still losing money in the long run.

wow. this is my image @deal2deal