KawIznsevtsa.Assistanat
51 posts


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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DeepSeek is raising at a $71B pre-money valuation on roughly $500M of annualized revenue. That's over 140x sales.
Now it's prepping a 2027 IPO, with a filing expected late this year or early 2027.
Kalshi@Kalshi
JUST IN: China’s DeepSeek annualized revenue reaches $500 million
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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.

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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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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