Mando

South Korea is a long-term macro trade supported by governance reforms that are closing the 'Korea discount', the memory (AI) boom giving SK Hynix and Samsung a structural bid, and extremely low forward P/E ratios (~5x). The country has the highest IQ in the world and is building everything right.

Mando identifies Google as the "most valuable company in the world" long-term. Cites DeepMind's "World Building" AI tool (released recently in this timeline) as a game-changer. Trading at ~26x earnings with massive cash flow. Unlike SaaS companies being disrupted, Google owns the disruption (DeepMind/Gemini). The market is underpricing the consumer application of their "World Builder" (gaming/metaverse creation) and their vertical integration (TPUs). LONG. Mando is holding unless it breaks technical support at 315/320. Regulatory breakup; loss of search monopoly.

South Korea is a long-term macro trade supported by governance reforms that are closing the 'Korea discount', the memory (AI) boom giving SK Hynix and Samsung a structural bid, and extremely low forward P/E ratios (~5x). The country has the highest IQ in the world and is building everything right.

South Korea is a long-term macro trade supported by governance reforms that are closing the 'Korea discount', the memory (AI) boom giving SK Hynix and Samsung a structural bid, and extremely low forward P/E ratios (~5x). The country has the highest IQ in the world and is building everything right.

Uranium is a long-term macro breakout trade after 20 years of sideways action. Supply is inelastic and demand is structural, making the URA ETF a good way to play it.

Author discloses an existing long position in Canadian Solar (CSIQ), with no specific catalyst stated beyond a positive near-term price impression.

Stay long SPY and avoid shorting until a higher-timeframe bearish imbalance forms; no technical structure currently justifies positioning for sustained downside.

Gold is breaking out to ATHs despite US equity weakness. Mando cites massive Asian buying (Japan/China) due to currency debasement and rising Japanese bond yields. This is a "flight to safety" trade driven by sovereign debt issues in Asia, not just US inflation. As the Yen weakens and yields spike, capital flees to hard assets. Gold is the "momentum" trade of the moment. LONG. Mando prefers Gold over Silver (which he views as a retail meme/bubble). A liquidity crunch in global markets (margin calls) could cause a temporary sell-off in gold to cover losses elsewhere.