SE

Helpful-Staff9562

I work in a country where buying s home is not possible (an 80m2 would be like 2m+) + i plan on leaving this country in a couple years to go to a cheaper one (souther europe, im from there) + i have a rmeote job and like moving around and where i go (latam and SE asia rents are extremely low so renting is always better) + i have another house in southern europe but wiI'll just keep it and sell it maybe in a decade or more. So not planning g to get a property u til I at least settle in a place for good. Btw schd is not growth/momentum its dividends focused. As for thematic, I like to stay as broad as I can so was considering qqqm (all sectors but financials though usa only) or ixn (just tech but global).

tonufan

Thailand is lovely too. I have family there. A bit more westernized than most of the other SE Asian countries.

idkAboutYouMan

For real. Enterprise sales in the SE. NOW is booming

TreGet234

A lot of that is south korea and taiwan to be fair. But latam, SE asia are also up big.

coloradoRay

I think both these points are true. I think other parties are increasing production and export. I think a good chunk is making it out through pipelines and through other means. AND...I think part of the reduction in imports in China and the rest of East/SE Asia is demand destruction; some of which is pent up destruction from renewables that just needed a catalyst.

Grow_away_420

Demand is declining through consumer sentiment worldwide and state actions in SE Asia, and countries are going through reserves faster than ever before. In addition, futures are based on future sentiment. If buyers even have the hope of things going down, it will temper prices. And Trump can say there's a peace deal right around the corner every single day, and eventually it'll be the day he's right. Or not, but they have to plan for that.

pineapplekiwipen

interesting, i was looking at the region because i was thinking about SE but might look into this one too

Crisis_of_Conformity

Schneider Electric is the better OEM, and has more footprint in data center one lines with transfer switches, UPS, switch gear, cooling, transformers, power distribution, and controls software. Their recent motivair acquisition is further step toward a larger portfolio in the cooling segment. That being said, SE, VRT and ETN should all continue to do well during the Datacenter build out mania we’re seeing.

Vivid-Skin4451

There are of course a lot of ways to play these sectors but below are some of the ones I own/like. SHOP, MELI and SE for e commerce. AMD, Nvidia, AVGO for semis.  SNOW, DDOG, MDB and NOW for software. OXY and CVX for oil. 

dgellow

If you're looking for Europe, SAP is the obvious play, but you have a few others in a sort of similar situation: Wolters Kluwer NV is a dutch company that makes software for a bunch of markets and is pretty sticky (health, everything corporate, finance, tax, accounting, legal, regulatory, and a lot more). RELX plc is a British company that does enterprise software, analytics tools, services. They are in so many markets (scientific, technical, medical, risk management, legal). The stock is at ~50% of its high from last year. ATOSS Software SE is a German company that provides enterprise software for workforce management, and is another sticky software suite. Used by large corporations and government offices. Trading at half from last year high. They are all the type of enterprise SaaS that is hated but sticky and basically handle all the internal processes in large corporations.

Murky_Raspberry8073

Im up 30% on NOW since putting over $40,000 into it a week ago Will probably trim some META shares and add more. Also will add to SE since it looks dirt cheap.

Unique_Chip_1422

This is a super easy investment that wall street keeps getting wrong. All the stuff that OP is saying is mostly true but I would add/change TikTok has not caught up in major markets but Shopee's total % of market share has been ceding to major competitors. That being said, SEA is still majorly under penetrated (13% on average in SEA) in e-commerce so even despite losing minor points of market share, it's of a larger and ever growing pie, so GMV and revenue continue to climb despite this competition.  They continue to invest in their moat to for e-commerce and have a massive lead in digital banking in a massively under banked region of the world.  They DO NOT have to maintain 50% market share in all their markets to win. They just need to continue blocking and tackling and this company will be massive one day when the market realizes the revenue, earnings and cash flow growth are undeniable and inexorable. GDP is also elevated in all their markets relative to developed economies so they have a multi-decade long runway and proprietary lead in logistics and tech. It's kind of insane how the market is being so short sighted. I've made a sizable bet on SE and am not selling a share until $500B.  The market turns from a voting machine in the short term to a weighing machine in the long term. It's only a matter of time. 

ReasonEcstatic7417

You mean Siemens, right? I think OP means Siemens Energy, that is another traded company in the stock exchange. SE also builds turbines for nuclear plants.

Chevalerie-

It’s a small-cap stock listed on the Spotlight Stock Market SE (ticker: SHT). The reason it’s been climbing is cause their product was approved by and a first batch shipped to “the largest AI hardware player” - they didn’t reveal the name, but it would seem it can only be Nvidia. Their distributing partner is the German company Henkel.

Tall_Towel_3420

It's all fun and games until you squid out on a moped in SE Asia 🤣

Independent_Rent_315

> The concession is real — Jensen said it plainly. But the framing of "95% → 0%" misses two things: **1. The H200 detail in your title is key.** NVDA effectively pre-conceded H200 to China when export controls hit; almost zero H200 silicon was ever shipped to the mainland. The "loss" is mostly forfeited rather than actively taken — different from telecom losing customers to a cheaper alternative. **2. Ex-China TAM is where the math lives.** China was \~25% of NVDA's data center revenue at peak. Today it's effectively zero, and DC revenue still hit $75B last quarter (+92% YoY). That means ex-China demand more than compensated — sovereign AI deals (KSA, UAE), US hyperscaler capex, EU buildouts. The actual risk isn't "Huawei takes China" — that's priced. The risk is **Huawei + SMIC leaking into SE Asia / LatAm** where price-performance matters more than CUDA. That's a 2027-28 watch item, not a 2026 one. What gives me more pause than the concession itself is the framing: Jensen telling investors to "expect nothing" is the kind of public bottom-call that often precedes a quiet re-engagement attempt via an export-compliant chip. Worth watching.

namtab00

no brains for producing a dignified DD without AI, but me thinks SE might be a multibagger for you options-enriched retards...

_TheOoze_

I'm in Puerto Vallarta. Love it. Food is way better here, and people are overall much nicer. Peso exchange rate kinda sucks, but so do those long flights to SE Asia. monsoon season is shorter and way less violent here, too.

dummy_anthropologist

More than Mr SE Asian passport bro too I bet

Wild_Park_2210

Wait for sea limited(SE) to hit 82-84$, it always bounces back to 89-90$ made your 50k back easily and just repeat I’ve been doing this for a couple months and made pretty good money

DonkeyTron42

If you have a $20 bill you too can be a "Wealthy American" in SE Asia.

Kramerica_CEO

In medtech and seeing the same. Last couple of years all hiring was SE Asia and now pivoting more towards AI agents.

Tiny-Pomegranate7662

Many other SE Asian nations are as well, but haven't had nearly the same drawdown

imkorn13

That's what every SE sees right now, nice comment

NicknamesRforlosers

Fwiw, it’s up on a down day. I have a small stake, a long term play. 80B mkt cap. “Expensive PE” but Peg is sub 1. Growing quickly but gets punished each quarter from unexciting profit growth BUT that’s bc theyre investing a lot into growth. Not quite a monopoly but they seem to be fending off SE pretty well. Marketed as a Latin American AMZ: much to quibble about that I suppose, though I can’t help reminding myself re my skepticism about AMZ in the early days.

AluminiumCaffeine

MELI/NU/SE here seem so obvious I feel nervous loading heavier tbh, market is whining about margins whereas what I care about is topline growth exploding still... maybe I am being naive but I just want them eating market share still not optimizing for fcf/eps yet

Mental-At-ThirtyFive

The hurt is real. The people that are visibly hurt are the ones in South and SE Asia in countries that do not have LNG supplies. The supply disruption has already led to factory closures and unemployment. I don't know about people in Iran or UAE or whats on ground in Bahrain or Kuwait

Ok-Blood4340

This actually. Quality for sure. Maybe for speculation add a MELI or SE.

snowbunny_aficionado

SNRI’s hit right when the NE part is dominant over the SE. This isn’t medical advice. Just random thoughts from your neighborhood dopamine fiend

TranslatorRoyal1016

maybe he means MU/SK/SE sector earnings june/july

Salty-Bid1597

Honestly I think most Americans (and Europeans for that matter) think China is still the China from 1997. They haven't grasped that it's changed fundamentally and in many cases leapt past them. Nothing much has changed the West for 30 years. New phones and better internet mainly. China has *completely* reinvented itself. From backward impoverished basket case to advanced manufacturing and cultural powerhouse. It completely dominates SE asia in a way you can only appreciate if you go there. Trump in all respects thinks he's living in 1980 still - hence his obsession with Iran and Russia - and thinks he's off to sell shiny beads to the natives in China so has taken as many bead manufacturers as possible, not realise that all the beads in the world are already made in China and he has nothing they want.

AluminiumCaffeine

SE looks like it might close the gap on its earnings pop, will open a position if it does - I thought that Q was great

AluminiumCaffeine

SE looks like it might close the gap on its earnings pop, will open a position if it does - I thought that Q was great

miata_only

With the strait closed economic powerhouses such as Myanmar and Indonesia could run out of petroleum as soon as the end of the week. The market is pricing in the global impact a disruption to SE Asian economies could have. None.

Cardiff07

I made, and lost, so much playing SE a few years ago

Confident_Potato_714

Gonna be a great buy in a year. SE Asia is about to feel the pain this year.

Exotic-Narwhal-6686

Been watching SE for a while and this earnings beat was pretty wild. The whole TikTok narrative had everyone convinced Shopee was done for but they basically said nah we're good and posted those numbers Vietnam market is fire right now too - been seeing crazy growth there in property markets which usually follows the ecommerce trends. That 10% GDP target isn't just wishful thinking, infrastructure development is actually happening fast there The Garena integration thing is smart move. Getting those gaming kids to start shopping on same platform creates sticky users early. My younger brother games all time and once he starts buying stuff somewhere he never leaves Only concern is whether they can maintain the profitability while scaling. Easy to post good numbers for one quarter but sustaining it while TikTok keeps throwing money around will be the real test. Still think $150 is achievable but might take longer than people expect if competition heats up again

_TheOoze_

Fuckin' Indonesia, believe it or not. Real SE Asia whoremongers know.

VaIentineX

made a killing on SE yay!!!

VaIentineX

made a killing on SE

go0n_acTuaL

SE beat 🫡

Own_Arm_7641

SE is a no brainer 40% revenue growth on the quarter. Selling for less than 2x revenue.

Livueta_Zakalwe

Looking at the futures price of oil vs the current actual cost of a barrel in SE Asia reminds me of the housing crisis in 2007, or Covid in January 2020. Everyone is pretending this is no big deal. And it’s a very big deal when approximately 10% of the world’s oil supply (never mind urea, helium, etc) is taken off line. I’m guessing we’ll be in for a very rough ride, starting within the next 2-3 months. Not as bad in the US as say Australia, who imports 90% of its crude. But also supplies 30% of the world’s iron ore. Which they can’t get without diesel. We’re about to see an energy shock 4x worse than the 70s. Buckle up buttercup!

fairem1992

SE stock

sdanielsmith

Agreed. The only thing I can think of is that she's SE Asian? I know that sounds racist in itself, but I don't think Indians and Pakistanis eat that much fish, right? So it has to be Asian. It's just weird.

mbathrowaway241

Really? I didn’t think it was all that, and it’s changed so much since I went in 2017. IMO, too commercial, go somewhere else in SE Asia, Thailand is my favorite, but Malaysia is also a sleeper country

goodbodha

Forget about April. Look at May oil exports. Normal month we get 5 VLCCs taking 10 million barrels from the US. May we are scheduled for 23 VLCCs or 46 million barrels. That is going to have an impact. Then there is the issue of China and plastics. They have a big oil deficit. They have to close that gap or draw down reserves. Based upon public numbers they can run reserves down for around 200 days without making cuts to usage. I would bet they cut usage. They need to cut around 5 million barrels per day. I wouldn't be surprised if they can do a lot of that cutting by simply making less plastic which in turn means they are cutting product manufacturing with that plastic. Given the lead time involved that will probably impact imports to the US in a few months at the latest. Similar issues for all the SE Asia manufacturing economies but the rest of them don't have the oil reserves so it will run through much faster. Or to put it another way we are just getting started on supply issues. This will snake through the system and the full force of it is still some ways off. I would expect this catastrophe to impact at a high level in late Summer or the Fall. That's just in time for midterms so expect a massive amount of volatility. The Fed meanwhile will probably want to raise rates. However that won't change oil supply. What will happen is rates will spike or hold, recession happens and then cuts will resume to dig us out of that. That process may take a decade but it will at least take several years. During that time supply chains and global interwoven economies will be reset. The tragedy is that this will almost certainly make most people poorer in quality of life and goods. The $$ may be higher on your retirement account but that will get you far less.

BigWarning8696

It'll pump once gas prices in SE Asia come down. That might be a while though

Hairy_Check_4784

Okay I know you retards hate shit like this but I promise $SE is a great buy. Oversold, fundamentals are strong, buy and hodl. Actually not joking

Yogurt_Up_My_Nose

I'm not Indian. I'm Malay. first of all this has nothing to do with Indian at all. Fish Head is a very specific SE Asian slur. and you couldn't even read that. 2nd. you clearly don't care so why even bother responding if you're also a bigot and ignorant?

RandomC6

I think you would find them under Electrical Equipment within GICS Industries. Largest players would be GE Vernova, Eaton Corp, Vertiv Holding, Bloom Energy I guess. European Energy Infrastructure probably has more room to run, since Europe has to get rid of energy dependency: Schneider Electric, Nordex SE, Siemens Energy.

Extension-Lab-6963

SE Asian men don’t have short ram(mers)

hellario

You mean SE, right? SEA is actually doing well considering shipping disruptions. Interestingly, Morningstar still has SE at 93% buy, but yeah it's taken quite a dip. Can't say I'm familiar with the company though. At 59% off 52 month high, seems like there's a lot of room for a turnaround. Curious what May 12 will bring

Fresh_Bumblebee2075

I am more interested in how will you spend it ? assuming you are 50+. Off to SE Asia, would be my bet.. if you not already there.

Acrobatic_Win_2527

nobody asked but in my opinion, apple is leaving billions on the table not releasing some kind of iPhone SE that draws on their early iMac G3 aesthetics. could be as simple as a transparent plastic bezel. nostalgia for their products and y2k aesthetics is at an all time high and they could retain a large section of consumers who currently believe their current iPhone will be their last simply by offering a 'fun' design alternative. Those consumers who are completely disinterested in the AI arms race that defines the devices currently being offered are going to bleed out to buying random Android phones over the next few years, I swear of course they wont do this because of capex commitments but yk

Rock_or_Rol

😂 oh god WTI going above $200 if that happens All refineries will die in the gulf. Red Sea tankers will get hit. We’ll probably see tankers in random places hit.. like splinter cells around central and South America/alaska/SE Asia… Like.. go to the grocery store and buy canned food if we go after kharg. Better get, Mexico.. cause it’ll get heated reallllly quick if we tried that. Doesn’t take much apparently

throwaway8237987

left US at 1/1.1 mil in May 2021 to canada. basically didnt add anything to it. coasted. left for SE Asia 10 months back. now its at 2.1. just took out 40K to pad a 2-3 yr emergency fund when we do actually retire, retire. but coasting is so easy right now. may just let it double one more time over the next 7-10 years. Stuck to our guns VOO/VTI/VTI/VEU ... lots of overlap. don't care, haven't looked at percentages. likely staying that way? May switch more to VT in retirement accts.

wtf_is_going_on_now

Again, even $500K is rich if you want to fuck off to SE Asia for the rest of your life. $2.2M in VHCOL USA with 2 growing kids, wife, aging parents, etc. will not cut it. The skew of this sub is mostly forever alone Gen-Z to Millenial males who don't own a house or have any aspirations.

nowjade

Classic AE, making the SE to do all the work

TLPineapple

Its important to note a couple things. A number of our businesses rely on inputs from other countries who absolutely are effected by shortages, such as semiconductors originating in Taiwan. We also have a much more integrated global economy then what existed in the 1970s, so a major crash in the rest of the world would absolutely effect us. Especially because without export restrictions, companies are absolutely going to choose to sell oil to SE Asia countries who are willing to pay 150-200 dollars a barrel, meaning the American consumer has to compete with that. Not correcting or criticizing you, only adding on to what youve stated.

Financebro30150

A few things EM bears on oil tend to miss: 1) "Emerging markets" isn't a monolith — major oil importers (India, Turkey, South Korea, most of SE Asia) and exporters (Brazil, Gulf states, Indonesia) react opposite to oil price moves. An oil crunch that crushes India's current account hurts EMs very differently than it helps Brazil's. 2) Markets tend to price the base case, not the tail risk. The base case is still a contained conflict with no full Strait closure. Traders fade geopolitical spikes until there's evidence the disruption is structural rather than temporary — that's historically been the right trade more often than not. 3) The dollar dynamic matters enormously for EMs. A stagflationary shock from oil could actually weaken the dollar if it forces Fed dovishness, which perversely supports EM assets relative to what you'd expect. What you might be missing is that EMs are back to pre-war levels partly because the oil price signal is getting partially offset by expectations of monetary easing globally. The real stress test comes if Hormuz actually closes and stays closed — at that point the base case completely reprices.

ceph2apod

OP, you're trading on 20th-century fear while China is playing a 21st-century endgame. While the West is panicking about oil shocks and fertilizer shortages from the Strait of Hormuz, China has spent the last 24 months effectively "de-coupling" from global chaos. They haven’t just ramped up; they’ve achieved a scale of dominance that makes the old OPEC era look like a lemonade stand. Let’s talk food and fuel security: You’re worried about fertilizer? China stopped waiting for expensive natural gas imports years ago. They’ve perfected coal-to-chemical tech, using their massive domestic coal reserves to produce synthetic ammonia and urea at a scale the West can't touch. They aren't just energy independent; they are "input independent." While European farmers go bust on gas prices, Chinese factories are pumping out cheap nitrogen for their own crops and for export to anyone willing to pay. The "Clean Tech" Hammer: Look at the 2026 stats. They are staggering: • EV Dominance: In 2025, 54% of all cars sold in China were electric/plug-in. They sold 13 million units last year—nearly 10 times the U.S. total. By now (April 2026), they produce over 60% of all EVs globally.  • Wind & Solar: China added 120GW of wind capacity in 2025 alone—that’s 80% of the entire global total. They now hold over 50% of the world’s total wind capacity. They aren't "transitioning"; they've arrived.  • The Battery Fortress: Look at CATL. As of Q1 2026, they captured 50.1% of China’s battery market and over 42% of the global market. They have a near-monopoly on the high-end NMC battery tech (81% share) while simultaneously dominating the cheap LFP sector.  The Real Irony: Trump’s Iran war is essentially a giant "Buy China" advertisement. Every time oil spikes, the rest of the world (Africa, SE Asia, even Europe) realizes they can’t afford the "American" energy model anymore. They are panic-pivoting to Chinese solar and Chinese batteries because they are the only ones with the inventory to ship. In March 2026 alone, China exported 68GW of solar—that is enough to power an entire mid-sized country. Summary for the "Cash" crowd: You’re sitting in cash waiting for a crash, while the real story is a massive transfer of industrial power. China is getting record amounts of discounted Russian oil to run their factories, while selling the world the "cure" for oil dependency. If you're selling broad ETFs, you're missing the fact that the "China Energy Fortress" is currently the safest bet on the board.

MonkeyCube

Europe isn't a primary victim in this case; it's SE Asia and Australia that are going to bear the brunt of reduced oil shipments. Prices will go up on available oil, but that's global. Though I am seeing some non-related actions -- such as Lufthansa shutting down a subsidiary a year early due to an employee strike -- being blamed on potential price increases. 

FreyjaVar

Yes I am a big etsy shopper. I have to be very careful what I actually buy and who I buy from. Most of my purchases on etsy are from small businesses in europe or SE asia. Sometimes from US places , but lots of etsy US sellers are drop shippers. Selling stuff you can buy at home depot or amazon for cheaper. I buy a lot of home decor stuff on etsy too including wallpaper and with AI you have to really scrutinize.

Plenty_Fondant_951

So he can actually live like a king in Panama, belize or SE asia. Not Oklahoma. Although maybe he's just fucking off to OK for a lil bit

Substantial_Topic_23

move here to SE asia - better life

BlueSonjo

A lot of the mainstream platforms are very... Relaxed with non-US data. For example a lot of them like Finviz have a heatmap for World stocks, but don't include SE (Societas Europea) companies anywhere because they just scraped by specific country, so huge companies like Airbus and Allianz are completely invisible there. It's often worth it in these cases to find a more specific site like Euronext etc.

Thin_Cat8817

Probably bearish for natural gas in Q4 Coffee, Sugar, Cocoa would likely climb since El Niño usually means drought in SE Asia and West Africa Bearish for insurance companies in US since flood risk could be considerably higher. That being said, it could also mean a less active hurricane season this year

azdblondon

Thinking same, 'cept SE Asia or Central or South Am....somewhere where a cell phone bill is $12 monthly.

Fickle_Degree_2728

How do u use it ?. I'm an SE too. I wanna know how ?

dasunt

While I know crude isn't strictly fungible (oil reserves have different characteristics), for a short term supply shock, couldn't it be treated as fungible - thus a 20% loss to the global supply from Hormuz would roughly result in a 20% cut across the board globally as industries and regions more dependent on Hormuz seek to obtain petroleum or petroleum products elsewhere? For example, a plastic container manufacturer in SE Asia may have formerly obtained plastic pellets from a regional supplier dependent on Hormuz oil, but due to the block aid, now obtains the pellets from outside that region. That new supplier, due to increased sales, starts consuming more petroleum to produce more pellets, thus driving up demand for petroleum where that supplier is located.

rainniier2

Things you learn when you follow real news. There is a consensus among experts that the fighting/bombing phase of the Iran war is over and neither side has the appetite to re-start it. This means no more infrastructure will be destroyed, which is extremely positive long-term. On the flip side, the Strait of Hormuz will probably never flow freely again but that largely impacts SE Asia and is an opportunity for U.S. oil. Private capital also does not care how much the U.S. government is spending to maintain security in the Strait of Hormuz.

moldyjellybean

Not sure where the price goes but it’s real not imaginary stuff. I’ve met people from Ukraine, Russia, Middle East while traveling SE Asia South America who were able to pick up and leave and fund their life. There are money exchanges and hotels out there that will trade you I can meet you at the tennis club and community recreation center at my complex. Btc, stablecoin for their currency, let you rent apartments, scooters, tours with crypto. 1 btc can save your family’s life. 70k can fund a few years out in SE Asia or South America until you figure out your plans.

TastyToad

Rough is relative. India and SE Asia are rationing nat gas already. Europe is relatively safe for now but the dependency on LNG imports will bite us in the ass once it's time to refill. (Still the lesser evil tnan directly funding our biggest enemy but it won't be smooth sailing for some time).

Protagonist0012

Regarding payment towards oil companies, the answer is: it’s both. Big oil producers are selling oil futures to lock in current high prices for oil and guarantee cash flow. This might mean they won’t be able to sell at the high spit prices but a 100 dollar futures price lock in is still great compared to 60 dollars just a few months ago. HOWEVER, given that this is a real, massive supply shock happening at the moment. A lot of refiners and users are actually struggling to get oil at all. We see this with the SE Asia example. So they scramble to look for shipments and storage that’s close by and can reach them in weeks to a month. This close supply is being eaten up rapidly. These are being paid in spot prices, often one tanker at a time.

opman4

🤔 I wonder if I can import some motorcycles for cheap from SE Asia.

jdjdthrow

> Isn't demand for oil pretty inelastic Not like it was 20 or 50 years ago. More alternatives today and more developing country consumption. I think the developing country issue is really important for elasticity, as they simply get priced out (a lot of SE Asia makes equivalent of $1 USD/hr). In the 70s energy crisis, there was a bidding war amongst consumers across developing countries primarily. They had money to spend. Today, the demand that came from developing countries just gets tsunamied by the price increases, and disappears. The masses in those countries will react to price changes in ways unfathomable to Western consumers. They have no choice.

MutaliskGluon

We just had to tell a bunch of our stores about no rice, ethnic sauces, mustard pil, and more coming in starting may because our vendors had to shut down their factories over in SE Asia lol. And the fuel crisis is JUST beginning. Forward looking market lmao

MutaliskGluon

Theres this weird media blackout over whats happening. Everything coming out is from the white houses lips. We arent seeing anything about israel saying their goal is regime change in Iran. We arent seeing anything about all the issues in SE asia an E asia with fuel shortages and all that. Seems shady as fuck, but what do I know, im a bear whos in all SGOV watching everyone make crazy returns buying overvalued stocks heading into an energy crisis.

Nervous-Present-6890

either pay higher prices or not be able to afford it and have industries shut down (SE Asia, India, Africa)

banned-from-rbooks

Yeah so what is going to happen to India, SE Asia, Japan, Korea and Taiwan now that zero oil is coming out of the gulf? You know, the countries where all our fucking factories are? And I guess we just going to piss off the whole world even more now

Mental-At-ThirtyFive

Holding Percent Eaton Corporation Plc 8.60% Johnson Controls International Plc 7.93% ABB Ltd 7.82% National Grid Plc 7.79% Schneider Electric SE 7.49% Prysmian SpA 4.66% Quanta Services, Inc. 4.17% E.ON SE 3.97% Hubbell Incorporated 2.88% nVent Electric plc 2.14%

Big_Cryptographer863

Brazil will be crime ridden. SE Asia doesn't see much serious crime.

ModeForJoe

SE asia will get hammered with oil shortages. Brazil has it's own oil, gas comes from sugar cane, and they're women seem a lot more fun.

Big_Cryptographer863

Probably somewhere in SE Asia. They don't seem to care about war. 

NoFutureIn21Century

20 % of the World's supply but up to 40 % of SE Asia's consumption. This is shaping into a catastrophe of epic proportions.

SpaceballsTheCritic

2 is not an option. Not just from a US/Trumpy-dump ego perspective, but from a world perspective. It's not only 20% of the world oil, it is fertilizer and helium (for specialty manufacturing including microchips). This is a mess and the Iranian's will only come out emboldened and financially strengthened and countries such as China, India, and general SE Asians have realized how locked in they are and how mcuh they have to strengthen ties with Iran. While we should have never started this fight, we have no option but to keep going...

great_apple

I use dedicated tax software at work and it still fucks up sometimes. Usually on more complicated issues, but even simple mistakes are super common and require human review. 1099-R codes are often handled wrong, I see W-2 Box 14 entries get fucked up all the time, certain tax-exempt interest/dividends need to be manually corrected. And there's a lot of stuff that's triggered by other stuff that I really wouldn't trust Claude with, honestly. Like if it takes your consolidated 1099 I'm sure it can pull the ordinary dividends and probably even successfully fill out your Sch B, but will it know it needs to add Form 1116 if there's an entry on Box 7 of the DIV? Will it know how to handle excess FICA if you switched jobs during the year? Is going to even attempt to carryover credits/losses/etc from prior years? I'm INCREDIBLY certain it won't know what tf to do with most K-1s. There's a lot of stuff it won't be able to read because you don't get official "forms" for it, like charitable contributions, medical expenses (though rarely deductible), I honestly wouldn't really trust it to properly calculate your SALT deduction if you're itemizing, if you're claiming something like an energy efficient credit you'll have to walk through that manually. Is it going to note stuff like "Hey I see you have some 1099-NEC income, have you thought about a SEP?" I think most tax software is fine for the average Joe, I use FreeTaxUSA to do my own despite having software at work bc it's just worth $15 to get it done so easily, but if you have anything remotely complicated I wouldn't trust an LLM. I mean Claude apparently didn't even tell OP that of course you can e-file online for free and he didn't need to send paper forms? Also Intuit makes most of its income from Quickbooks and I really don't see AI changing that. I have clients who actually tried to use LLMs to summarize their SE business income for me (what QBO would normally do) and it was a HUGE mess. QBO is working on incorporating AI, at this point it sucks and is far more annoying than helpful but they'll figure out its best use cases for their software and it will probably eventually make QBO easier for the average small-business owner. I think TurboTax is losing its market grip but QBO isn't going anywhere for a while. Also why is no one pointing out that OP clearly wrote their whole post using Claude and this is just Claude advertising itself, lol

Rupperrt

At this time probably 60% stocks and 40% bonds still and half the stocks American, rest other places depending on who’s on the rise/fall etc eg India/China/SE Asia, Japan..

johndsmits

Just look at maritime traffic, You see like 2 ships now, cargo at most and going to india/China/SE Asia. Why is everyone guessing here. Just look at the dang radar.

VOO_bull_forever

i was recently laid off as a junior SE.... so stfu

trade_thriving

Yeah fair point, I get the short-term flip mentality. That actually makes more sense for a deSPAC play honestly 🤝 The diagnostics/medical devices angle is solid though - SE Asia's been growing healthcare spend like crazy. I've been digging into a few biotech plays over there and the margins can be insane if they actually execute. But ngl, the float thing still bugs me a bit. I've been burned before where the "official" float and actual tradeable shares don't line up post-redemption.

HolyBubbiDiver

Waaake up biiitch, and welcome back to NY-SE king of the call

NerdfaceMcJiminy

You're preaching to the choir there. The apartment I had in SE Portland in 2003 for $750 a month is now $1,650 plus extra monthly fees for parking, pets, pay for background check etc. Nobody's fixing it. That's why Trump only got one term, then Biden/Democrats got one term, now we got Trump back in office. Nobody is getting re-elected while everything keeps going to shit. Independents/swing voters vote based on their wallets and there aren't enough hardcore lefties/righties to stop it.

WinterDice

Twitter had a bunch of posts showing loaded B52s and fighters getting refueled over SE England earlier today. That’s a lot of money in the move just to stop.

twenty_three_three

frozen housing market with eroding prices, imminent 2-4 week oil shortages across SE Asia, Africa, and Australia.

twenty_three_three

No way things are going to be okay yanking 10-15% of total oil off the market. SE Asia is weeks away from breakdown. Africa will follow shortly after. It's baked in.

MutaliskGluon

Thats such a complete nonsense take because high oil prices suck money out of the economy so less money flows to QQQ stocks. The world economy is super complicated and everything is linked to one another. A random pod shop going under in SE asia can cause a massive sell off due to forced selling and counterparty risk, as an example.

Lavio00

Yeah but dude, the price still went up in the commodities market. Go to your local gas station and tell them inventories are up. The more interesting question is: Why do we see inventory increases? Because one of two reasons: 1. The govt (or the shale producers themselves) mandated increased production to alleviate the shortfall from hormuz. Domestic companies still have ample crude in stock in the short term. Thus, the current overproduction is stored. Once locals are in need of new batches of WTI, these inventories will deplete.  2. Overseas consumers of brent are still getting physical access to the crude they usually get. Up until about a few days ago, that is, when the last ship from Hormuz reached SE Asia. They’re not in need to buy WTI yet, but now that there is no physical delivery from Hormuz coming, what happens when Indian of Chinese manufacturing companies are out shopping for oil? Of course they’ll consider WTI too, especially if the price discrepancy is too big. TL;DR - war gone on for 1 month. Local and intl consumers still have physical access to crude. Thus, shale producers are storing their short term overproduction. This will deplete in the coming weeks now that the last brent shipments have reached SE Asia shores. 

Soldadodevida

Fk buffet looking at discounted growth in MELI and SE