boneasy
130 posts


Samsung $005930.KS is one of the most mispriced AI trades in the world.
Largest memory company on earth, with both NAND and DRAM exposure. Foundry business competing in older node $TSMC markets where demand remains strong and capacity is still incredible valuable.
It still trades around 8.6x forward earnings and only a 0.20 PEG.
Feels like the market is paying AI multiples for every second order AI name, while ignoring one of the companies sitting right in the bottleneck.
$EWY and $FLKR both have heavy Samsung exposure.
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First stop $100M. The content is amazing and feels wholesome. $TROLL is just one of those memes that feels right at a billion. Holding this one, higher.

TROLL@Troll_
intern is on-boarding boomers
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Eugenio Suarez +175 - most bet player to hit a HR on Friday at @BetMGM
What could go wrong? 🤔
Trent Attyah@BookitWithTrent
Let me have a try at this shit. 💀
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@GrindeOptions much better in 2025, but the way btc is moving this weekend looks like month 2 will start in the hole
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GN 🌓, drop your wallet address, just incase
x.com/NEARProtocol/s…

NEAR Protocol@NEARProtocol
17/12/24
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LFG! I'm qualified for @tradewithPhoton stimmies. Season 1 - Round 1 dropping on 6/17.
🚀LET THE BULL BEGIN🚀
photon-sol.tinyastro.io/en/stimmies
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Most bet (tickets) Celtics-Cavaliers player props at #BetMGM
1. Darius Garland over 15.5 points (-130)
2. Jaylen Brown under 25.5 points (-130)
3. Derrick White under 3.5 3-pointers (-125)
4. Jayson Tatum over 9.5 rebounds (-130)
5. Jaylen Brown over 2.5 assists (-135)

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