People pay too much for US exceptionalism. Korea and Taiwan’s Assets are still cheap. $EWY $EWT

Korea is becoming the richest country in the world. HBM maybe overtook GPU to be the most profitable part of the AI industry. $EWT $EWY

我认为日股和狂欢是暂时的而且剧烈的回调在即，和去年特朗普的当选的情绪面差不多。 真正有前途的是韩股和台股。 $EWJ 日经ETF $EWY 韩股ETF $EWT 台股ETF

Replaced SK with Taiwan already Thanks master @edgerunner17888 for your insights. https://t.co/i4iWJegsHT