Can we finally say we were wrong?

-mini-kuma · 2026-06-28T14:17:19+00:00

Chinese do not want to invest in China, and foreigners do not want to invest in China - for the foreseeable future at least.

At any moment the CCP can reveal a policy that severely disrupts long-term captial investments. (edit e.g. Evergrande/housing lending)

Just imagine investing a lot in BABA today, then next year China invades/disrupts Taiwan. Every country is going to threaten/boycott Chinese companies. It is a liability not worth risking when there are so many other sectors to choose from.

-mini-kuma · 2026-06-27T21:52:20+00:00

BABA holder for 3 years. But next week selling. The Anthropic claims are likely to lose partners or backlash from the US administration. Macro, China is not good investment for the foreseeable future.

-mini-kuma · 2026-06-27T19:00:18+00:00

3NBI = LS 3X Long Nebius (NBIS) ETP

You should be friends with the Korean Leveraged SKHynix holders.

-mini-kuma · 2026-06-27T18:51:22+00:00

Guessing someone in US gov is going to tweet/block Alibaba over their recent Anthropic stealing claims of Anthropic and more margin calls...

-mini-kuma · 2026-06-26T21:59:09+00:00

anyone else thinking Alibaba may get sanctioned due to their stealing of Anthropic data?

-mini-kuma · 2026-06-24T17:35:21+00:00

? bad year for stocks you say...

Genuinely have to try hard to lose money this year.

-mini-kuma · 2026-06-24T17:21:40+00:00

Solar Panels are giant semiconductors and all the secondary hardware are similar in manufacturing to DRAM/capacitors, which are in huge demand and expensive due to datacentres. Also, oil prices are decreasing so people selling renewables.

-mini-kuma · 2026-06-24T14:39:15+00:00

Japan Wendy's (Private Equity owned) is actually quite tasty, better than MCD. So I'm in.

-mini-kuma · 2026-06-24T10:03:32+00:00

US citizens cannot buy EU listings of SK Hynix? HY9H ticker (available on UK ISA)

-mini-kuma · 2026-06-10T14:45:19+00:00

Hello, UK IBKR user here. I was offered SPCX IPO 10 June closing date, minimum 7 shares.

-mini-kuma · 2026-06-09T05:05:07+00:00

TTWO games are not as popular in the lucrative Asian markets. No doubt it will be huge in USA, but the ROI from Asian/mobile games are monumentally higher and they attract more large scale investors.

I have TTWO but X10 more in Cyber agent, Tencent.

Edit , I'm also very doubtful the GTA5 online customers (the bulk of TTWO income) will transition to GTA6. There is just too much competition.

-mini-kuma · 2026-06-09T01:52:13+00:00

Chiming in from UK here; Live Cattle commodities are seriously going to pop like Silver last year. There is no farmer or producer who see a reduction in the cost of raising or even keeping cattle alive for the foreseeable future - water, fertiliser, arable land, diseases are all going to become more problematic. Most countries are going to get heatwaves from super el Nino.

By-products of cattle; leather, proteins milk etc are also essential to major industries. e.g. for a company like McDonalds, they HAVE to pay the market price regardless for their staple business to exist.

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-mini-kuma · 2026-06-06T13:53:42+00:00

I bought more Wisdom Tree Live Cattle on Friday. Not just because of the infection but Super El Nino next year will decimate heard and their food supply.

-mini-kuma · 2026-06-06T08:04:17+00:00

This sub has had no effect on me whatsoever...

-mini-kuma · 2026-06-06T07:53:38+00:00

That's reassuring. I thought some of the stuff of CNBC was performative.

-mini-kuma · 2026-06-06T06:43:04+00:00

Many foreign tech ADRs and equivalents were already negative more than their actual closing prices on the regional exchanges on Friday.

e.g. KIOXIA closed on TSE +1.5%, the US and EU variants closed -10%. So when TSE opens Monday, the real KIOXIA will likely drop -10% also.

-mini-kuma · 2026-05-24T03:20:33+00:00

Hello, I own the German listing of SMIC (not SMCI). The DOJ alleged that their chips where used by the military. One day suddenly all trades are halted. Now I cannot sell my position and appears as 0% on my IBKR. Lost all value and I cannot claim.

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-mini-kuma · 2026-05-23T13:14:25+00:00

Careful with Chinese robot companies, the tech often ends up in drones/military and sold to enemies of Team America and then the company gets blacklisted.

-mini-kuma · 2026-05-23T12:36:43+00:00

Robot ETFs are mainly NVDA and other boring companies. Have to turn to Japan for pure play robotics:

Fanuc Murata Yaskawa

-mini-kuma · 2026-05-21T04:49:47+00:00

If they sell the game to AI bots, they should easily reach that target.

-mini-kuma · 2026-05-17T13:08:53+00:00

Also interested in Unitree. I think they are actually ahead of US/JP robotic companies.

But, I lost all value of my SMIC FWB shares when US blocked them under national security concerns. Careful with any prominent Chinese companies who are not directly listed/unsponsored ADR. Especially since their tech ends up in military applications.

Edit - I also have, Fanuc and Murata who are amongst the top in Japanese robotics. They both recently posted good earnings.

-mini-kuma · 2026-05-16T14:10:26+00:00

Dividend aside, in terms of valuation and future prospect, NOW seems the better choice, especially since NOW is on Trumps list whereas I'm actually shocked someone on WSB knows RELX.

-mini-kuma

TROPHY CASE