blahaj capital
@blahajcapital
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Shark, investor. 🇯🇵 Focus. Nothing is financial advice - do you own due diligence! Meme post quantity is inverse to market vol.
Pacific Ocean
Joined May 2021
As mentioned in the comments about China replacing this... forcing your competitors into a corner may slow them down, but with enough resources they might just come out on top. What happens then? War, of whatever kind, is a tried and tested source of grand innovation.
The deeper you go into the semiconductor supply chain, the less believable it becomes. > TSMC, a company on a small island, produces over 90% of the world’s most advanced chips > TSMC relies on dutch company ASML for EUV lithography machines > ASML depends on German Company
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Glad Japan is closed tomorrow. Not because I am afraid of a jolt in my acct (click boom!); but because it gives a chance for US vs. China and Japan to move forward and hopefully see something sensible come out on the wires.
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I'd just like to say, that the leftmost digit of my IBKR account just ticked up. Just in time for the weekend, time to celebrate! 🎉
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Whereas if you sneeze the wrong way whilst being regulated, your "fit-ness" to be a regulated person probably comes under question. Could be a big scandal...
Hong Kong is probing allegations of insider dealing that involve at least two individuals at the stock exchange and the city’s financial regulator as well as brokers and social media influencers, according to people familiar with the matter
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Gen "AI" is new. It's fairly obvious (although apparently not?) that making lots of $ from new tech isn't going to be an overnight thing. It doesn't mean it won't be successful however, once honed and applied to correct use cases.
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We have "Active shooter" (PowerPoint style) training at work. I don't recall it saying to barricade access points. It might actually attract attention? Mostly it says run and hide.
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Long term idea; Nordic REITS? 'cause it might end up the coolest of the hottest places in a few years time. APAC is currently running hot these days...
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Nikkei is actually outperforming and trending up today now.
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Random policy impacting nations when one is upset is no way to make long term friends.
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I asked @Grok to count the winners of #skytrax best airline by year to get the total win (@qatarairways with 9 times). It got it wrong, but there is just one page you need to read to find out. @github @Copilot just can't get simple tasks right either. Not there yet folks!
Was talking to a 19 year old college student about jobs in finance First question: “do they let you use ChatGPT at finance firms nowadays?” I asked why “Everyone in my school uses it. Even for simple formulas or excel functions. I use it all the time to look at new companies.
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Seeing various PnL screenshots again, these are the days. For me, Q1 was difficult, Q2 was hard - only saved by the last week. Had some poor trades on commodities, H2 has it's work cut out to fix that. Not over yet, but 25H1 is looking to clock in at about +15%. GLHF!
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Went to my local Fairwood tonight. It was surprisingly empty... 😮 Where are the patreons? Did have hotpot though...
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Webb appointed MBE in UK honours list: A statement from our Founder. Source: https://t.co/WtQTSu4WAj | Source date: 14-Jun-2025 13:15
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Why would anyone go here? Especially if the terminal isn't actually open? I wouldn't lease here either... https://t.co/yUbGswKa8S
bloomberg.com
New World Development Co. executives are growing concerned about prospects for their $2.6 billion mega-mall project near Hong Kong’s airport, people familiar with the matter said, adding to challen...
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IIRC, Trump said that Canada needs the USA more than the USA needs Canada, and he was using that as leverage for trade and "state building" negotiations. Now the tables look to have turned and the USA is on the receiving end when it comes to China...
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Maybe they will come. Maybe they won't. I'm not sure they know.
US tech tariff exemption may only be temporary, says Lutnick
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