🧵Smartkarma #equityderivatives #threadoftheday
SK Hynix (000660 KS) Tactical Outlook Ahead of Nasdaq ADR Listing SEC Clearance
— Nico Rosti
--
$000660.KS
1/
1
44
Jun 12
1
1
341
Jun 12
🧵Smartkarma #equityderivatives #threadoftheday
SK Hynix (000660 KS): Calls Outnumber Puts 100:1 as Put/Call Ratio Hits Extremes
— Gaudenz Schneider
--
$000660.KS
1/
1
1
502
Jun 12
🧵Smartkarma #bottomup #threadoftheday
KT&G - A Top Pick for 2H 2026
— Douglas Kim
--
$033780.KS
1/
1
335
Jun 11
🧵Smartkarma #macro #threadoftheday
US: CPI Builds Bullish Case To Hike
— Phil Rush @heteronomics
1/
1
275
Jun 11
🧵Smartkarma #eventdriven #threadoftheday
Con Aero Tech (232 HK): Q&A With The Other FA
— David Blennerhassett
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$232.HK
1/
1
284
Jun 10
🧵Smartkarma #eventdriven #threadoftheday
Con Aero Tech (232 HK): Q&A With The FA
— David Blennerhassett
--
$232.HK
1/
1
315
Jun 9
🧵Smartkarma #eventdriven #threadoftheday
Con Aero Tech (232 HK) Should (Almost) Double At The Bell
— David Blennerhassett
--
$232.HK
1/
1
5
4,499
Jun 8
🧵Smartkarma #TMT #threadoftheday
Shift (3697): An AI Strategy Just Crazy Enough to Work
— Michael Allen @TokyoTurnrounds
--
$3697.JP
1/
1
1
386
Jun 8
🧵Smartkarma #bottomup #threadoftheday
Shift (3697): An AI Strategy Just Crazy Enough to Work
— Michael Allen @TokyoTurnrounds
--
$3697.JP
1/
1
346
May 28
🧵Smartkarma #equityderivatives #threadoftheday
SK Hynix & Samsung 2x ETFs: Quantifying Tactical Pullbacks and Optimal Re-Entry Zones
— Nico Rosti
--
$005930.KS
1/
1
2
510
May 26
🧵Smartkarma #eventdriven #threadoftheday
I-Med: Jardine Matheson's Big Push Into Digital Healthcare
— David Blennerhassett
--
$JM.SP
1/
1
1
3
899
May 11
🧵Smartkarma #bottomup #threadoftheday
Curator's Cut: Brokering Records, Race to SpaceX & The Rise of Physical AI
— Pranav Rao
--
$8628.JP
1/
1
2
173
May 8
🧵Smartkarma #eventdriven #threadoftheday
CR Power (836 HK): Still Upside From Expected Clean Energy Spin-Off
— David Blennerhassett
--
$836.HK
1/
1
1
329
May 7
🧵Smartkarma #equityderivatives #threadoftheday
Tencent (700 HK) Tactical Outlook: Is the Selloff Over? Model Signals Reversal Ahead of Earnings
— Nico Rosti
--
$700.HK
1/
1
2
349
May 6
🧵Smartkarma #equityderivatives #threadoftheday
Samsung Electronics (005930 KS) Tactical Outlook Ahead of Cerebras IPO
— Nico Rosti
--
$005930.KS
1/
1
2
370
May 6
🧵Smartkarma #bottomup #threadoftheday
FnGuide SK Hynix Value Chain Index, SK Hynix, and Nvidia (Think of the Movie Godfather)
— Douglas Kim
--
$000660.KS
1/
1
2
406
Apr 30
Today in #ThreadOfTheDay
Apr 30
I have just come back Myanmar 🇲🇲 where I spent two weeks traveling around the resistance-held territories of the Sagaing region. Its a remote region which no other foreign press has managed to visit since the start of the war five years ago.
I'll share some impressions below 🧵
6
125
Mar 31
🧵Smartkarma #macro #threadoftheday
Asia's Growth Risks Are Compounding
— Priyanka Kishore @Pri_Kishore
1/
1
3
4
308