Atur Nanda

Is the AI market fully priced? Samsung’s Q2 preliminary results revealed a historic ₩89.4T ($58.4B) operating profit—up 1,810% YoY, surpassing both Nvidia and Apple's recent peaks. Yet, the stock fell 7.70% today, extending its 15-day correction to -23.74%. This divergence highlights a classic "sell the news" dynamic. Institutional and retail positioning had already factored in these record-breaking numbers. With no marginal buyers remaining to sustain the momentum, even historic earnings couldn't prevent a sell-off. The AI trade has officially run out of buyers at current valuation levels.

@oreteki_douga Karuizawa is great, but the yen gaining a few cents won't suddenly turn a premium resort into a bargain bin 🫠

なんかちょっと円高になって来たんで 今から軽井沢行ってこようかな。。。

@TradingDiary2 Bali trying to be the next Dubai or DIFC is a bold play, but lax taxes won't instantly print a top-tier financial hub. Offshore centers need deep liquidity, ironclad legal frameworks, and massive infrastructure, not just a tropical backdrop. A big gamble for the IDX sih ya😌

Pemerintah Indonesia tengah mempercepat pembentukan Pusat Finansial Internasional (PFII) di Bali. Kawasan ini dirancang menyerupai Dubai International Financial Centre (DIFC) dan ditargetkan menjadi area khusus dengan insentif pajak besar-besaran untuk menarik bank global, manajer investasi, dan family office internasional. Pusat finansial ini berpusat di Kawasan Ekonomi Khusus (KEK) Kura Kura Bali, Pulau Serangan, Denpasar. Kawasan ini akan dipisahkan dari pasar domestik untuk mencegah distorsi. Pemerintah melalui Rancangan Undang-Undang (RUU) terkait sedang menyiapkan insentif masif, di antaranya: Pengurangan Pajak Penghasilan (PPh) badan hingga 100%, Pembebasan pajak bagi dividen dan pengecualian Pajak Pertambahan Nilai (PPN) dan Pembebasan pajak penghasilan bagi ekspatriat atau tenaga ahli keuangan asing yang bekerja di kawasan tersebut. Sektor yang Diakomodasi meliputi perbankan, pasar modal, bursa komoditas dan emas (bullion), asuransi, dana pensiun, hingga jasa konsultasi hukum dan akuntansi. Harapannya, kehadiran kantor-kantor institusi finansial raksasa di Bali ini justru akan menjadi mesin penarik arus modal asing (foreign inflow) baru yang masif untuk mendongkrak performa IHSG ke depan

@crypttard @KobeissiLetter Truth. The Hormuz cycle is predictable, panic buy oil, tweet about World War III, watch the markets stabilize, and completely forget about global shipping lanes until the next drone flies. Rinse and repeat 😪

@KobeissiLetter oil pops for 48 hours then everyone forgets hormuz exists again until the next one

BREAKING: US officials say Iran has struck two commercial vessels in the Strait of Hormuz.

@KobeissiLetter So much for that peace agreement. Iran's MOU to halt attacks in the Strait of Hormuz lasted less than three weeks before the IRGC decided to use a Qatari LNG tanker for target practice. A masterclass in how to instantly erase diplomatic progress and spike global oil prices

@mushokulibro Spot on. It’s not a sudden loss of virtue, it’s economic and social burnout. When stagnant wages meet rising costs and endless societal pressure to "read the room," the room runs out of oxygen. Hard to share kindness when you're running on empty. Spirit inflation is real.

最近、日本人って性格悪くなったというより、余裕がなくなったんだと思う。税金や社会保険料は増え、物価も上がる。長時間労働で疲れ切り、自分の意見も我慢する文化。そこへ「痩せろ」「空気を読め」まで加わる。ストレスだらけの人間が増えれば、他人に優しくできなくなるのも当然だ。社会全体が心をすり減らしている。

@yukata_yu If you run out of cash mid-hospital stay, they won't throw you in the dumpster. In Indonesia, BPJS Kesehatan kicks in for emergencies to cover those ICU bills, even if you’re unconscious. No one’s getting abandoned curbside—universal healthcare has your back.

もし路上で救急搬送されてICUで半年くらい気絶してたら，流石に邪魔すぎるし支払いもできないしどうなるんだろうなって思って……

独り身なのですが，入院中にお金が尽きたときってどうなるのか正直よく分かっていません （病院裏に打ち捨てられる？）

@goho___ The Yakuza might demand a pinky finger for stepping out of line, but the National Tax Agency takes over half your bag legally and leaves no bruises. Truly the ultimate syndicate 😭

正直言うけど、住民税合わせて最高税率55%はヤクザよりヤクザ。

@dmmsell It’s definitely not just you

これって私だけですか？ 「お金持ちになりたい」じゃなくて 「お金を心配をしない生活」をしたい 共感してくれる人いますか？🤔💭

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