@PeterPSJ

CPA, CIM, ex PEF Director | $RKLB • $ONDS

 Seoul, Korea
Joined August 2009
  • Tweets195
  • Following396
  • Followers79
Sk hynix got pummeled after q2 earnings. Now is the time for samsung electronics?
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Kospi now becomes playground for foreign tutes and algorithm trades lol
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Today kospi reminds me of japanese animie, galaxy express 999 lol
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If vix remain this level daily vol would be 1.7% either way
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technical indicators; 3days dma 50, ema 60, and ichimoku supporting cloud are all together at 87.6K
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NVDA, 7% up y-day due to Gamma Squeeze(IV 46%) will go up more until IV 65%
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NVDA stock price could move in either way by TSMC's wafer output and MU/SKHynix's HBM total output
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If thesis didnt fail, it would be materialized
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“Price is what you pay, Value is what you get.” -Warren Buffett
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TBAC and QRA. anticipating coupons=>500B or so. Market will react bearish with this. multiple retracement would be occurred in equity market.
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the data(especially GDP deflator) released is saying it is stagflation. freaking BOJ announce a plan not to purchse JGov't Bond(coupon) wow what a timing lol. think Fed should issue more Bills than Coupons this time....
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Finally the bond market vigilante is workin cuz FED doesnt work at all
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another correction. flat tape over $36B would be sold. 10Y yield breakout. gotta be cautious.
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Negative Gamma w/ high VOL and CTA's pouring...hm...
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Going HK for biz matter. Hope to be well in everything
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