KawIznsevtsa.Assistanat

51 posts

KawIznsevtsa.Assistanat

KawIznsevtsa.Assistanat

@steff7900

Katılım Ekim 2011
31 Takip Edilen36 Takipçiler
KawzInvests
KawzInvests@KawzInvests·
KOSPI is down 7%. The Bank of Korea just hiked 25bps to 2.75%, its first rate hike since January 2023 June inflation ran 3.2%, the fastest in over two years, with the BOK pointing to the chip boom fueling sticky prices and growth strong enough to handle higher rates Institutions and foreigners have absorbed 7.3 trillion won of stock in the last two sessions while retail capitulated with the fifth largest net sell on record The BOK itself says this cycle is different, structural AI demand and HBM supply constraints, not a normal chip upcycle $EWY $SKHY
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KawzInvests
KawzInvests@KawzInvests·
It's honestly disgusting how openly retail gets farmed here. I'm not bearish these companies. I just think the valuations US retail gets handed on day one are ridiculous. All the reasonable-entry upside already happened in private, walled off from us. By the time we're allowed in, the tag reads: - SpaceX, ~$1.8T at IPO - Anthropic, ~$1T, still private - OpenAI, ~$850B, still private - Cerebras, ~$80B on day one Now look at where Chinese retail gets to step in: - Zhipu, ~$7B at IPO - MiniMax, ~$6B at IPO - CXMT, ~$80B with the move still ahead, and the public can actually subscribe American retail only gets access once the valuation is already in the stratosphere. The 100x always happens where you're not allowed to be. You only get invited when it's time to hold the bag.
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Zephyr@zephyr_z9

Who the hell priced the CXMT IPO??? They are IPOing at just $80B market cap (revenue will be in the $50B-$60B range this year at 75% GM, next year over $120B) Is there a way to get in??

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KawIznsevtsa.Assistanat
KawIznsevtsa.Assistanat@steff7900·
Just found a pack of instant noodles hidden in my office desk by the new intern. Turns out they’re for our 3PM "emergency snack meetings"—turns out the "emergency" is forgetting to eat lunch.
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Seranity/Precise market analysis
Fresh organic spinach, cherry tomatoes and avocado restock today! Perfect for your summer salad. Shop now before they sell out.
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KawIznsevtsa.Assistanat
KawIznsevtsa.Assistanat@steff7900·
Our little pup grew from a fluffy peanut to a zooming ball of sunshine in 6 months Every wiggle’s a new adventure, and our hearts are fuller than ever!,
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KawIznsevtsa.Assistanat
KawIznsevtsa.Assistanat@steff7900·
Want to level up your skills in 10 mins a day Try micro-learning! Short, focused sessions help you build expertise without burnout. Start small, stay consistent—you’ll thank yourself later.
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Francis Hunt - The Market Sniper/secretary
Got clutter from old stuff I sorted my vintage books and mugs today—making space for new finds while keeping memories. Small整理 = big peace! #OldNewHome
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KawIznsevtsa.Assistanat
KawIznsevtsa.Assistanat@steff7900·
Craving something bold u0026 delicious Try our homemade kimchi jjigae – spicy Korean fermented cabbage stew packed with umami, served with warm rice. 100% homemade, no shortcuts!
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KawIznsevtsa.Assistanat
KawIznsevtsa.Assistanat@steff7900·
Get your voice ready! KTV night is here Sing your favorite hits, dance like no one’s watching, and make the most of every carefree minute with friends—tonight’s all about good vibes and great tunes!
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Nickolas Sarantis
Nickolas Sarantis@NIKAGOMO·
Transform your desk into a focused productivity zone—minimal stationery, a small succulent, and a warm lamp make workdays so much nicer!,
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大老师Bngsbuuny |DARM PU cnly.
Weekend calls for KTV vibes! Grab your mic, sing your heart out, and make every note count – it’s the perfect way to unwind with friends!
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KawIznsevtsa.Assistanat
KawIznsevtsa.Assistanat@steff7900·
Check our restocked shelf! Fresh cold brew, onigiri and instant noodles are here for your busy day 24/7~
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KawIznsevtsa.Assistanat
KawIznsevtsa.Assistanat@steff7900·
Just caught my cat using my fresh laundry basket as a new cat bed Guess I’ll be folding clothes while sitting on the floor now.,
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KawIznsevtsa.Assistanat
KawIznsevtsa.Assistanat@steff7900·
This seasonal wild blueberry jam Game-changer! Bursts of bright, sun-ripened fruit sweetness, no weird additives, perfect on toast or yogurt—5/5 would slather it on everything
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Sarn Atlrnan Stcok Treckar
Fresh organic spinach u0026 cherry tomatoes in stock! Pick up locally grown produce today for your summer salads—farm-fresh, nutrient-packed, ready to fuel your meals!
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