Hammer 🔨🐸

Some interesting Korean names I’ve been looking into: 1) APR Corporation - imo the only cosmetics name globally worth owning. Insane socials ground game and huge ramp coming from offline penetration in US + SKU expansion beyond their very successful Medicube product. You’ll say its run up a lot, I’m confident its going higher. Excellent management. 2) Park Systems - Metrology leader, solid pure play on AFM. 3) Wonik IPS - ALD/CVD/PECVD for memory. Key equipment makers for Samsung foundry. 4) ISC Co - kind of like Korean Teradyne. Margins expanding as early system level test socket market basically a duopoly between ISC and Winway. Still cheap. 5) Mico Ltd - kind of like Korean Element Solutions. Precision cleaning + ceramic chamber components. 6) Hyundai Rotem - TANKS.

NASA HAS RELEASED OVER 12,000 IMAGES OF THE ARTEMIS II MISSION. Unbelievable perspectives captured by the Crew! The aurora on the eclipse is incredible.

Shooting till my wrist tired all summer

Is this the next big investment? Uranium and nuclear stocks just had one of the most violent green days the sector has ever seen. Names up 10%, 11%, 14%, 16%, 23% in a single session. There’s something nobody is talking about. The entire US uranium mining sector is still tiny. You could buy every single US uranium producer combined for a fraction of what one mid-cap tech stock is worth. Meanwhile every hyperscaler on Earth is racing to lock in nuclear power for their AI data centers. – Microsoft restarted Three Mile Island – Amazon bought Talen's nuclear-powered campus – Google signed an SMR deal with Kairos Power – Oracle is building three small modular reactors for 1GW The supply of uranium is constrained. The demand from AI just went parabolic. The sector is still small compared to where the money is flowing. When real capital rotates in here the moves could be violent. Tickers worth knowing: LEU, UUUU, UEC, SMR, OKLO, LTBR, CCJ, URA Smart money is already positioned, but retail hasn't even shown up yet. When we make a new move in the market, we will let you know. Turn on notifications so you don’t miss our alerts, this is VERY important. Many people will wish they followed us sooner.

I do think it was a massive mistake that Vitalik and Ethereum leadership largely blew off and ignored NFTs which we’re BY FAR the biggest success ETH has ever had by virtually every metic

Key Events This Week: 1. March JOLTS Job Openings data - Tuesday 2. April ISM Non-Manufacturing PMI data - Tuesday 3. April ADP Nonfarm Employment data - Wednesday 4. April Jobs Report - Friday 5. Total of 11 Fed speaker events this week 6. ~20% of S&P 500 companies report earnings The labor market is in the spotlight.