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- Bearish in the near term. Sometimes the market confuses a great company with a great investment opportunity. I have no doubt SK Hynix is one of the biggest beneficiaries of AI demand and its HBM leadership is impressive. The problem is that everyone already knows this. Expectations are extremely high and the stock has already enjoyed a huge run. ADR listings often create excitement before turning into sell-the-news events as early investors lock in gains. The semiconductor industry has repeatedly taught investors that shortages eventually become oversupply and pricing power eventually attracts competition. AI may delay the cycle but probably cannot eliminate it entirely. I would love to own the company, but I would prefer to buy fear rather than excitement.
- I am staying patient for now. Index inclusion could provide meaningful support for the stock price, but lockup expirations could just as easily offset those inflows. With so many moving pieces, I think discipline matters more than speed. I do not need to buy the exact bottom to make money. I only need a reasonable entry point with an acceptable margin of safety. For now, I am keeping the company on my watchlist and monitoring developments closely.
- I would buy: 🇩🇪 Germany It is like: A turnaround stock. Bullish reason: Markets have short memories. A few bad quarters and everyone assumes greatness is gone forever. Germany reminds me that true champions don't disappear—they rebuild. Turnaround investing requires conviction because you're buying when sentiment is weak and headlines are negative. Yet that's often where outsized returns begin. Germany still has the structure, talent pipeline, and winning culture that many overlook in times of doubt. Failure isn't the opposite of success; it's often part of the journey back to it. When others panic, I look for resilience. Buy when others doubt. Hold when others hesitate. Let patience do the heavy lifting.
- I’m leaning toward France. In tournaments like this, squad depth and bench impact matter more than hype, and France probably has the strongest overall roster profile. From a market angle, $DraftKings Inc.(DKNG)$ and $Flutter Entertainment PLC(FLUT)$ benefit less from who wins and more from how many people are watching and betting globally. Sleep-wise… I’ll probably “intentionally ignore” a few group stage matches
- SpaceX isn’t just a rocket company anymore. It’s a launch provider, satellite operator, communications company, defense contractor, and potentially a key player in the future space economy. I’m bullish on the business, but at a $1.75 trillion valuation, execution will need to be nearly flawless to justify the price. @deal2deal
- $Astera Labs, Inc.(ALAB)$. Many retail investors have never heard of it. Yet its connectivity products are critical inside AI servers. Its strong performance reflects the “picks and shovels” side of AI.
