High-bandwidth memory is an OLIGOPOLY — and the market is TOTALLY mispricing it like a commodity! This is WRONG!
My friend Bernie Horn just schooled me on why the chip suppliers powering AI infrastructure have REAL pricing power. This is one of the most compelling setups I've heard all year! These companies aren't commodities — they're gatekeepers with structural advantages!
We also dug into selective pharma names with YEARS of patent runway trading at prices that make ZERO sense. That's value hiding in plain sight!
And don't sleep on the Japan and Korea governance story — some of the BEST value in global markets right now. Real reforms, real catalysts!
Bottom line: cost of capital is rising and fundamentals are BACK in charge. This is where the smart money should be looking. BOOYAH!
My friend Bernie Horn just schooled me on why the chip suppliers powering AI infrastructure have REAL pricing power. This is one of the most compelling setups I've heard all year! These companies aren't commodities — they're gatekeepers with structural advantages!
We also dug into selective pharma names with YEARS of patent runway trading at prices that make ZERO sense. That's value hiding in plain sight!
And don't sleep on the Japan and Korea governance story — some of the BEST value in global markets right now. Real reforms, real catalysts!
Bottom line: cost of capital is rising and fundamentals are BACK in charge. This is where the smart money should be looking. BOOYAH!