SE

AluminiumCaffeine

GTLB/SE report tomorrow, will be very curious they are two of my worst losers this year so far

SomePolack

War with Iran isn’t over for at least four more weeks even according to 🥭  Alongside the multiple US KIA/WIA, the bar shooting in Austin likely connected  Huge protests all over the ME/SE Asia Iranian missiles still flying Plan accordingly 

turribledood

The amount of floating shit the US has in Bahrain alone could whip the entire Iranian Navy 10 times over, nevermind the whole other carrier group speeding into the SE Mediterranean.

ReformedRegent

ODI Pharma (ISIN SE0013409760) Returned to profits after stabilising operations. The company is focused on providing Medicinial Cannabis on the Polish market. Insider holdings are large and the top 3 shareholders own 90% of the float. The report is available to read here: [https://mb.cision.com/Main/19043/4313057/3952696.pdf](https://mb.cision.com/Main/19043/4313057/3952696.pdf) . I find the stock very worthwhile at this valuation (approx. 7,6 mUSD).[](https://www.reddit.com/commentstats/t1_o7q33ww)

DismalRoyal1

Thoughts on $SE?

ReformedRegent

ODI Pharma (ISIN SE0013409760) Returned to profits after stabilising operations. The company is focused on providing Medicinial Cannabis on the Polish market. Insider holdings are large and the top 3 shareholders own 10% of the float. The report is available to read here: [https://mb.cision.com/Main/19043/4313057/3952696.pdf](https://mb.cision.com/Main/19043/4313057/3952696.pdf) . I find the stock very worthwhile at this valuation (approx. 7,6 mUSD).

MarkHowes

Most global funds are like 60% US. And again, mostly in tech stocks You need to be more focused - SE Asia or European funds

ihavenoyukata

It's actually very complicated. Suppose exporters enter into supply contracts with deliveries scheduled for say 3, 6, 12, 24 months etc. The ones on long term contracts (12-24 months), many of them renegotiated their contracts and cut their margins to remain competitive. Now they are stuck with lower margins. Will the contracts get renegotiated? Unlikely. Many have lost business to SE Asian, Chinese and even middle East competitors who have locked in supply agreements for the next few months at least. So even with lower tariffs indian exporters don't have orders for the coming months unless the American customers rip up the existing supply contracts.

pigbaby1989

OEMs in the energy sector. There is no way in hell GE vernova, Abb, sneider electric, siemens and siemens energy etc wont be baller investments. I work for SE and if you want a gas turbine you can get it in 2030. Transformer business is even worse than that.

FR23Dust

Buy an iPhone SE gen 2

leeuwvanvlaanderen

I mean the Eurozone growing at 1.3% is incredible because the bar for us is so low (and France is a basket case) Individual states like NL, ES and SE are doing very well though 

WickedSensitiveCrew

Same. I had to scroll to bottom of thread to find SE. I guess that show how unpopular SE is these days lol.

tonufan

RDDT, CEG, and SE keeping me green this morning.

Neat-Voice2456

Sea Limited ($SE). Was popular on reddit in 2021 but not anymore

BoJo_Nose6969

Those eastern shore stores will be very cyclical due to tourism and not until 2027.  Also I think there's gonna be a bunch of SE license in VA.  Something to be aware of as an investor. 

rchive

I have a mid 2010s Fusion SE, and I love it. The only issues I've had are some kind of actuator went out in the defrost and it cost like $1000 to get it replaced and the battery has died and needed replaced 2 or 3 times (I'm probably doing something wrong). It's simple.

theLuminescentlion

I had a 2016 Fusion PHEV until it throw a road through the block last year. My 2025 Camry SE is an upgrade in every way every beyond just being newer and I live in New Hampshire aka a snowy climate.

Hairy_Check_4784

Fundamentals haven't changed, why isn't SE budging? Seems undervalued, no?

robertlt

Yes, i understand you saw a reddit post and took it as fact but it is still not factually correct. ASML paid 2.336 billion in taxes in 2025, SAP SE 2.98 billion. Public figures. Real figures. It is very funny you want me to apologize based on a reddit post you once saw lol. "They are more interested in producing a mass surveillance nanny state and social credit score than bringing innovation." This is just a figment of your imagination or did you see another reddit post saying so?

DumbNutter

You can't retire with $500k. With $1mil maybe retire in SE Asia

GrandRare1634

VXUS is roughly 25% emerging markets and 75% developed markets. If you want to try a different mix, you can instead invest in VWO (emerging markets, which includes China) or VEA (developed markets). I personally do these 50-50 because I'm making the bet that a lot of those emerging markets (India, Brazil, a bunch of SE Asian countries with manufacturing) have a ton more room to grow in the next few decades). If you *don't* want China, Vanguard also just launched VEXC (emerging ex-China), though it's clear a good portion of VWO's growth is China.

creemeeseason

Looks like nice timing on SE!

gizamo

The US always has vessels in the SE Asia Sea, mate. Taiwan has been clear about their independence, and the entire world has worked with them independently from any Chinese influence. They are independent. I also prefer the status quo, which is that Taiwan was, is, and will remain independent. The CCP is the one threatening to break that peace. Also, yes, China and Taiwan are both independent. Everyone knows it. Lol.

ohgodthehorror95

Just going off recent headlines, it looks like China is cleaning house. Extraditing, prosecuting, and at times executing offenders from several neighboring SE Asian countries. Kinda reminds me of that montage in Goodfellas when the mafia "cleans house" and all the bodies start piling up.

SillyArtist1956

All in Circus SE 😂

No_Dish_1333

"Brute force compute to boost Gemini benchmark score" this can mean anything, what do you think they are using "brute force" exactly, "brute force" in training? in test-time compute for benchmarks? Do you think they are doing the same thing that OpenAI did in the past when they showed high compute benchmark results where they ran the model for hours($3400 cost per task) except they are hiding that fact? Because most good benchmarks include model cost or cost per task so its pretty clear. And AI overview cost has not been going up when you look at model cost to performance, their models were a lot worse in the past, right now they are still using lightweight version of their current model for overviews but its just a better model. Its hard to know what exactly you're talking about because you're just using buzzwords like "brute force" without context. But in terms of OpenAI vs Google vs Anthropic, they are very close these days when it comes to LLMs. Google is the best when it comes to costs but in agentic coding Anthropic overtakes them quickly(although the difference isn't as big these days), latest OpenAI models are not bad when it comes to coding but most SE i know use either use Opus 4.5 or Gemini 3 pro/flash. I'll still need to test out the newest models that just came out today (OpenAI's Codex 5.3 and Claude Opus 4.6) on my projects to see how it all compares in real tasks. But all of my points from the previous comment still stand, LLMs are just 1 avenue, Google easily has the widest range of research compared to Anthropic and OpenAI (even with the 2023/24 layoffs and 2025 quiet layoffs), and my point regarding vision and world models still stands and your initial comment about not needing compute just because data is the bigger bottleneck is still nonsense. Google is not the best when it comes to LLMs, they are just competitive with other LLMs, but they are easily the best when it comes to both visual reasoning and world models (useless right now as a product unless they can scale, but it will be useful for solving the data problem for robotics/real world reasoning)

miata_only

With 🌽 becoming worthless how will the SE Asian scam call centers continue to finance their operations stealing money from tech illiterate older Americans?

Professional_Bit8077

Circus SE 🚀🚀🚀

AluminiumCaffeine

Should have sold my SE as soon as it broke under 120, oof

WickedSensitiveCrew

SE and GRAB about to hit my buy points.

illonlyfadeaway

I don’t think the Indian talent wants to stay in India, even for Google. They’ll try with another company in the US or any other country that will have them. Canada, Australia, UK, Europe, SE Asia. I think Google is underestimating how much they really want out.

jabs09

Your loss is enough for me to Voo and chill and retire in any SE Asian country

Neat-Voice2456

Love RBRK here. Love SE even more. MSFT is also a great choice. Added big to all three today and will continue adding tomorrow.

meemeemoomoo5

I was glad to let go of SE the previous time it broke even at 130. Then it went up to 140 before this price now but i don't feel bad, just glad to be out of it. I DCA-ed this stock a few times and it recovered, but on hindsight it was a bad decision and i could really get burned. I highly doubt i will touch this stock again. Even if you DCA down, it will probably take a while for them to recover, they recover really slow because of the lack of narratives, news and therefore volume. The money could be better used to invest elsewhere. DCA-ing is just putting yourself at more risk while also losing opportunities for stocks that can help you recover this loss. Don't rush into anything now too. There's a lot of earnings coming, it's Feb (generally not as good month), with the instability with trump side again, doing anything now may turn out good or bad, but it's surely a gamble at this point.

PhasedVenturer

And now NVO shits the bed. That’s UNH, SE, MSFT, LVMUY, and now NVO for me. Thankfully ASML’s post-earnings hit wasn’t too bad. And NXT did well. Brutal market/business outlook right now…

MeloVirious

It feels like the Samsung Galaxy Note 7 incident where instead of the battery defect as the time bomb, we have the technical debt as a time bomb caused by unmaintained/unsupervised AI code that will explode into technical debts and hundreds of CVEs. See, I like AI because it served as an assistant to me, whenever I find documentations or concepts confusing, or whether I have some huge curiosity that SE cannot even answer, I will ask them exactly that. This does not equate to vibe coding. Vibe code/building huge projects with AI though? I guess I know why greed is one of the top tier sins.

NeighborhoodBest2944

Nice to use overseas when (I keep it under $100 and can load any time) you don't want to expose your true credit card. I just signed up for a streaming service here in SE Asia for $3 a month and using it.

Unique_Chip_1422

Loading up on post earnings SE calls. You've been warned. 

PhasedVenturer

Sheesh, SE is crashing hadd

GreyGhost3-7-77

I bought my SE. 🙋‍♂️

Live-Mud3682

Nice thanks, just made my entry at a 1 year low and will buy more if it keeps dropping. If it passes the 173€ (SAP SE, I am in Europe), I will place a long and wait for the recovery of the stock until below it‘s initial level. Analysts see huge upside potential and I do as well.

protagonist_888

I focus 100% on US stocks. Why? The US has the most supportive ecosystem for entrepreneurism and it is deeply rooted in the culture. There is extreme motivation to solve a problem and be rewarded for it in US markets because regulation is light compared to Europe, for example. Asian markets are much less attractive now with China's slowing in growth and heavy-handedness in regulation and government support. SE Asia might be the only other place I'd consider - Singapore is a hotbed for innovation.

diff_engine

OHB SE is Europe’s lovely little secret satellite stonk

Vegetable_Review4967

Oh and constellium SE

PhasedVenturer

SE plunges as soon as I buy some more shares of course

TipAfraid4755

Within SE Asia, SGD has traditionally been strong and stable. US dollars are very volatile at the moment and dropped quite a bit with possibly more down trend coming

Odd_Musician_4690

All th SE will be back to 10 during a sell off... Run with your profits

The_BakedCrusader

THE PRECIPITOUS SILVER COLLAPSE HAS BEGUN SELL SELL SE- oh wait it's over already... never mind

kickingmaple

Yeahhhh I was up 20k or so. Went all in on $SE calls and it tanked lol young and dumb

salakius

Yes, but you become a forex trader by necessity if you're trading on the NY:SE but sre buying and selling in another currency, like Euro or whatever. Suddenly the S&P surging 20% doesn't make you any money when the dollar is down 20% to the euro during the same time period.

porcelainfuck

I’m a CPA but not your CPA, and this is not tax advise or financial advise but general education. Dont sue me. With that disclaimer, this is basically a math exercise to see cost benefit but can get complicated by how much your partner makes, whether they have a subsidized healthcare plan via their employer, which tax brackets you are in, value of expense deductions vs costs of structure setup and maintenance, which state you are in (whether there are savings opportunities on state tax level), etc. I won’t delve too deeply into the TTS since you are on the right track with count of trades - there is more to it, but directionally correct. But will note that being TTS compliant is going to be important for everything that follows and staying compliant could be the hard part sometimes. While a Single member LLC with TTS will help you get a lot of the way to avoid SE tax, deducting most expenses like Data feeds (Bloomberg/TradingView), chat room subs, home office (Square footage %), hardware (monitors/PC), and margin interest, for the healthcare bit you’ll be looking to upgrade to an s corp. You should also look at s475 MTM election which has benefits of its own such as offsetting a bad year against your partner’s income. There are limits on loss but not a concern for you given your size of account. I’ll focus on the scorp bit since you have mentioned several times your intent to get some deduction for the health care expenses. Note that while you can get a deduction for a family health plan premiums through the s corp, if your partner has a subsidized healthcare plan via their employer and doesn’t choose that then the scorp healthcare plan costs would be non deductible in part or full which could limit the benefit to you. This right here is probably going to stop you from moving forward. But let’s bring it home. This example should help you frame the problem a bit better on the s corp cost/benefit. All amounts in thousands. Suppose in an scorp situation where on an annual basis you have trading income $250 (250 trading days x $1/day) and on that will do a w2 reasonable comp of $50. In that case your unrecoverable expenses would be FICA on w2 both employer and employee of $7.7 and compliance costs of payroll and cpa of let’s say $4 for a total unrecoverable expense base of $11.7. Assuming a 35% tax bracket for you personally, without any other benefits of scorp, a health plan would need to costs more than $11.7/.35 = $33.5 per year for it to be a net benefit to you. Realistically that’s a very high premium and by itself probably not enough for you to go down this path. So why do people still go for an s corp ? For the additional benefits you can get from PTET deductions depending on your state tax amounts (OBBB didn’t help with the value of this benefit) and to defer taxes by contributing up to $72k (and higher based on age) to a solo 401k. But those calculations are outside the scope of this response.

WLWKYE_51

In all seriousness - Hood doesn’t seem very popular rn but it’s making so much fucking money and also growing quickly - this is before even breaking into Europe or SE Asia. It’s my biggest holding rn and I’ll keep buying. But I’m retarded what do I know.

sylphvanas

Going long $ROPE. Fuck $SE, red every day this year

VolcanicCupid69

Bought KMI calls yesterday betting the ice storm is going to be bad across the SE US. Working so far

Salty-Bid1597

Politics aside the entire fiscal and monetary strategy of the current administration is to weaken the dollar. If they succeed (and they probably will given they control the money supply and large parts of the bond market) any assets you hold in USD will depreciate vs your home currency of Euros even without anything happening. In theory this would be offset by increased income for US exporters but that isn't either guaranteed or most of US market revenue. Personally I de-americanised my portfolio last spring for this reason and the obvious instability of the people in charge. I have some all world trackers that I can't change and I hold some ADRs for foreign cos that are easier to buy than the primary listing (eg NVO) plus I have small positions in a couple of pharma stocks to which the global economy and tariffs are irrelevant, but it's 95% non-US now. Incidentally I think US tech is a busted flush. If there's anything in AI it's priced in already - if there isn't the falls could be steep. Personally I think SE Asia is a massively overlooked and expanding consumer market. It's hard to invest in but companies that do well there have a lot of room to grow.

No-Acadia-1871

Bessent appears to be as big a dickhead as trump......and of course, then there is the bearded sycophant,  vance. As I have said before the USA appears to be going down the toilet, with a power flush. Take Canada's hydrogen deals with SE Asia and Germany just for starters. Canada could also up the payment of electricity that they supply to the USA.......also aluminium. Keep up the "good work"  work Jabba The Hutt, the world is laughing at you

richard-b-inya

Yeah I wouldn't bank on that. We have BYD here. They are crazy nice and super reliable. Originally they brought in mostly EVs but our grid here (SE Asia) is not ready for that. So they switched to hybrid. Check out the Seal. Sub $18k (USD) car that is as nice as a Tesla 3 series. The reason it won't be a big deal for now is the total allowed in Chinese cars is less than 3% of all Canadian auto sales annually.

Cryatos1

Those markets are newer so they will exhibit significant growth compared to mature US and EU markets. I've heavily invested in them (aside from China) and have gotten solid returns. SE Asia in particular is doing well since it is such a new market.

BoratOhtani

The US has access to all 3 countries as is. The problem is once China takes Taiwan, they are going to seize control of other SE Asian countries and ultimately control the Pacific. Same with Russia to a lesser extent as they are not on par with the US and China, but you think it stops with Ukraine?

ProfessionalHunt3618

Good morning from New York. It’s Monday, January 19, 2026, and global markets are navigating a complex landscape shaped by technology sector developments, macroeconomic shifts, and regulatory concerns. Market Update: As of today, major equity futures are under pressure, with the S&P 500 Future at 6903.00 (-1.06%), Nasdaq 100 Future at 25310.50 (-1.47%), and Dow Jones Future at 49139.00 (-0.82%). Volatility has spiked, with the VIX up 18% to 18.72, reflecting heightened risk aversion. In fixed income, yields have edged higher, with the 10-year Treasury at 4.23% (+1.71%) and the 30-year at 4.84% (+1.11%). Currency markets are relatively stable, with EUR/USD at 1.16 (+0.15%) and GBP/USD at 1.34 (+0.21%). Commodities are mixed: gold futures have surged 1.84% to 4672.90, and silver is up 5.52% to 92.96, while crude oil futures have slipped 0.99% to 58.85. In digital assets, Bitcoin has retreated to 92919.90 (-0.76%) and Ethereum to 3207.70 (-2.24%) (Dow Jones, Bloomberg). Key Themes: Market sentiment is being shaped by technology sector innovation, supply chain disruptions, and regulatory uncertainty. The ongoing AI boom is driving demand for advanced semiconductors. Geopolitical tensions, including new US tariffs on European countries, are adding to volatility and risk-off sentiment, as seen in both equity and crypto markets. The IMF’s latest outlook highlights AI and trade as key risks to global growth (Bloomberg). News Analysis: ASM International (ASMI.AS) reported robust fourth-quarter orders, climbing to approximately €800 million, driven by strong demand from integrated circuit producers and a rebound in China’s business environment. The company’s performance was further buoyed by surging AI-related spending, signaling that the semiconductor sector remains a critical beneficiary of the AI trend (Dow Jones, Bloomberg). Micron Technology described the current AI-driven memory chip shortage as “unprecedented,” with expectations that the crunch will persist beyond this year due to sustained demand for high-end semiconductors required for AI infrastructure (Bloomberg). Apple has retaken the top spot in China’s smartphone market, with iPhone shipments jumping 28% during the holiday quarter despite ongoing memory chip shortages (Bloomberg). In the robotics space, UBTech Robotics Corp. saw its shares surge after securing a major order from Airbus SE, reflecting growing adoption of humanoid robots in global manufacturing (Bloomberg). Meanwhile, Europe is intensifying efforts to build its own AI superpower, as the longstanding alliance with the US faces strains, and the race to develop indigenous AI capabilities accelerates (Wired). On the regulatory front, the IMF has warned that the rapid expansion of AI and ongoing trade tensions pose risks to the global growth outlook, raising concerns about the sustainability of current valuations and the potential for an AI bubble (Bloomberg). Tech commentator Ed Zitron’s critical stance on the AI boom and its societal implications is gaining traction, reflecting a broader backlash against the perceived rush to replace human labor with AI systems (The Guardian). Supply chain security remains a priority, with Texas-based Noveon raising $215 million to boost US production of rare-earth magnets, a vital component for electronics and AI hardware, as the US seeks to reduce reliance on Chinese suppliers (Dow Jones). In defense technology, Ukraine is pausing new orders for Helsing’s strike drones after operational setbacks, underscoring the challenges of deploying advanced AI-driven systems in real-world conflict scenarios (Bloomberg). Finally, the impact of AI on productivity and private markets was highlighted by Franklin Templeton CEO Jenny Johnson, who noted that while AI is driving efficiency gains, regulatory interventions—such as proposed credit card rate caps—could have unintended consequences for financial markets and consumer behavior (Bloomberg). Summing up: Today’s market landscape is defined by the interplay of AI-driven innovation, supply chain challenges, and regulatory scrutiny. While technology and semiconductor sectors continue to benefit from robust demand, concerns about asset bubbles, geopolitical tensions, and operational risks are tempering investor enthusiasm. As the AI sector matures, its influence on productivity, market structure, and public policy will remain central to the global economic narrative.

MagnesiumKitten

Why did the DAX do so well in 2012? In 2012, the German stock market was a top performer in Europe, with the DAX index increasing by approximately  **29.5%**. This strong performance was driven by export-oriented companies that benefited from global demand, despite the ongoing eurozone debt crisis.  Based on 2012 data, the following stocks and sectors performed particularly well: Top-Performing Sectors and Stocks **Chemicals:** **BASF** and **Bayer** were among the leading performers, driven by strong international business. **Industrial/Automotive:** **MAN SE** (a truckmaker) and **BMW** saw significant gains, reflecting the "export miracle" of German manufacturers. **Consumer Goods:** **Adidas AG** was highlighted as a top performer due to high revenue from outside Europe. **Financials:** **Allianz SE** and **Deutsche Bank** saw positive movement early in the year. **Industrial Services:** **Henkel AG** showed significant gains of 25% or more. **Other Notables:** **Siemens** performed well, with gains of over 14% at certain points in the year.  2012 Market Context **DAX Outperformance:** The DAX outperformed the Euro Stoxx 50 (which fell 2.9% in 2012) and significantly outperformed the S&P 500. **Export Strength:** Roughly 80% of revenues for DAX companies were generated outside of Germany, insulating them from European economic stagnation. **Resilience:** Despite a slight dip in GDP growth, German manufacturing orders rose sharply in late 2012, bolstering investor confidence.  ////////// Basically IG Farben took it to the bank in 2012 - BASF and Bayer **BASF** Despite challenging conditions in the basic chemicals market, BASF's Agricultural Solutions division saw a 12% rise in sales, and **oil/gas sales jumped 39%, largely due to the resumption of operations in Libya.** Rommel takes Libya for the win this time! \[Campaign Contributions: During the 2016 election cycle, BASF was identified among donors in the pharmaceutical and chemical industry that favored Hillary Clinton\] **Bayer** Booming Agricultural Sector: Bayer’s CropScience division experienced strong growth, with sales in **the seed-treatment product business rising 23.7%.** Pharmaceutical Sales Growth: Sales in the **pharmaceutical business increased**, with particular strength in the **United States and China**. The Ghost of Monsanto for the win, and Bayer Asprin plus though 15 years later BASF is in endless misery with lawsuits for all it's issues with Roundup pesticides and Cancer

Ill_Ground_1572

Me too. But people have to be willing to move out of the big centers and get the fuck to work. Hell, I cleared 10k a month in SE Sask as a 22 year old working oil rigs in the 90s...we couldn't get enough guys. At least the maritimers were willing to move and get to work out west. And those that did are doing quite well. Today I know many big farmers who have to hire foreign workers. Despite a good wage to drive a grain truck or tractor, many young people won't do it.

Working_Tourist_4964

Kontron AG: The company offers value-adding technologies to customers through its automated industrial processes, smarter and safer transportation to advanced communication, medical and energy solutions. Colt CZ Group SE: they engage in the production and sale of firearms and tactical accessories. It offers pistols, revolvers, assault rifles, submachine guns, grenade launchers, sniper rifles, shotguns, rimfire, and center fire rifles. Volex PLC: they engages in the provision of cabling solutions for servicing consumer electronics, telecommunications, data centers, medical equipment, and the automotive industry.

Fauster

You can't reason with some people, especially those in the stages of senility. I think this calls for out-of-the-box solutions. On Greenland's SE Coast, there is a place where no human or animal lives because gulf stream waters feed polar vortexes and record amounts of snow are dropped in mere hours. Here, overlooking the Northern Atlantic, the US Free Trade Principality of TrumpDonia could be established, and from his Gold throne, he will be King of his new principality and retire there with dignity.

flame_Refuse_808

Bro I am Chinese, and maybe you didn't know how CCP work, they will say they support peace and respect other countries when US does anything and threatened to kill JP PM over some words , threatened SE Asia and all over Asia and draw their airspace/sea space into China terrorists, but we here for regard option trade not for politic

hrdblkman2

Ok so now go buy a house, preferably on a big block where you can build another house which you can rent out or buy a duplex and live in one side, rent out the other. Put a chunk in Index funds (2m or so) and the interest on that alone will generate close to 200k per year as income. Go on a trip to SE Asia (Thailand or Vietnam) and live like a king for a few weeks staying at the Hyatt Hotels

joe4942

Wouldn't really know it judging by the indices, but some fairly brutal drawdowns in tech, and it's not just US either. And these are big companies. * ORCL: -41% * NFLX: -33% * SPOT: -34% * SE: -36% * ADBE: -52% * NOW: -41% * CRM: -35%

Electrical_Demand_24

What is the better long term growth investment: $NOW, $SE, or $GRAB?

FroyoHopeful3721

New rare earths ventures are generally not sustained in capital markets because of how long they take to become profitable (10+ years) and because of the expertise they require which we simply don’t have. Most market ups for these companies come from the usual enthusiasm around news cycles around geopolitics and resource nationalism. You can find examples of many projects failing before they ever produce anything. While U.S. companies can propose new projects, the U.S. just doesn’t have the expertise required for REE refining, nor do we have the stomach to deal with radioactive waste or the absolute environmental havoc that refining REEs creates. That’s why we’ve looked to other places like Ukraine and Greenland, anywhere other than China. China dealt with that shit since the 80s and are only just now starting clean up projects that poisoned a significant portion of the poor living in SE china. There will be plenty of lawsuits that shut down new mining and refining operations in the U.S. even if they get off the ground. History kind of shows that this kind of mining is only successful as a state-backed venture, and will be super volatile otherwise.

AluminiumCaffeine

SE and CPNG hurting me today, thought we were gonna get a nice EM start to year but nope

Rude_Cheesecake6571

Zero emissions vehicle company that is buying Azio AI who just announced $107 million contract to supply SE Asia with Nvidia GPUs. Signals potential expansion of EVTV into AI field and value of company also going up due to acquisition

Diddly_eyed_Dipshite

Also been pondering this, Nebius is my largest holding and I feel is well positioned for this, otherwise ASML seems safe, SAP SE of course, and maybe Siemens. As underlying bets though, I've some money on European Energy/Electricity and European banks. I have the STOXX 600 but interested in having a sectoral ETF like ESIN or SXNPEX for more industrials and services but not decided yet

Electrical_Demand_24

I have my eye on this one but I'm already in SE... would you rather have GRAB over SE?

MahReeUhh

I usually skim SE⁤C do⁤cs first for red flags then check upcoming catalysts. Biotech can hinge on trial readouts, something I track on tic⁤krbio so I know what’s coming next

Swimming_Cookie7

No, you’re missing the point, not every investor has a US tax treaty resulting in 15% WHT. There are many, many countries that get hit by the 30% WHT unless they buy Ireland-domiciled ETFs. Hong Kong, many in SE Asia, most of the Middle East, a bunch of countries in LatAm, virtually all of Africa, etc. The difference in expense ratio is immaterial (like low single digit bps), there’s really no reason to buy US-domiciled ETFs if you’re a non-US person, exposing yourself to the US tax system directly as an individual.

Scribble_Box

Years ago my local media did a undercover story on our cities recycling. They put GPS trackers in the massive pallets of crushed plastics that were to be recycled. Well, it's turns out most if not all, can't quite remember, all ended up somewhere In SE Asia and we're burned... Causing horrible health effects for the local populations. I'm sure it's better now as this was a while ago, but still kinda fucking funny.

ai-moderator

#TLDR --- **Ticker:** GFT (GFT Technologies SE) **Direction:** Up **Prognosis:** Buy Shares & Calls **The Strategy:** O’Shaughnessy's "Value Composite Two Factor" (usually picks boring stuff like chicken farms and private prisons, but just flagged a tech stock). **The Thesis:** A German digital transformation/AI company that actually makes money. 5-year sales growth of 14%, undervalued based on traditional metrics (VC2), and serves banking/manufacturing clients. Author holds >5,000 shares.

jrader

You know I said the same thing about the watch but now I'm wearing one. Apple iterates. I bet we'll see a lighter, cheaper "SE" version and eventual adoption

rich000

Honestly, if you're off the mindset that the dollar is in trouble, I doubt you're likely to think the Euro is better. Most of the issue people point to in the US exist in Europe, often to a larger degree. Personally I think the bigger issue are: 1. Everybody else has problems too. Sometimes they're different problems. 2. How would you even invest directly? Most of these alternatives aren't really set up for US retail investors to participate, the US laws are kinda rough on having assets outside the US, and reporting rules in many of these countries makes it difficult for ordinary people to do any kind of due diligence. Maybe I'm just misinformed, but how would I go about investing $10k in my brokerage account directly in a variety of mid cap growth companies in SE Asia denominated entirely in those currencies and not using some kind of US ETF as an intermediary? And what kind of tax nightmare would that be?

Rude-Hall-4847

SE Asia. We use it for food deliveries and ride share.

WranglerJR83

My rate is 3.375% and I bought my current house in 2021. So, we’re not that far away from that being possible again. If the rates are lowered to pre-2021 rates, housing development and prices will climb. Honestly, the thing that slowed down home building during COVID was the scarcity of materials and appliances. They were building houses but wouldn’t put them on market because they didn’t know when they would finish them due to material scarcity. I know this because I was both selling my house in central FL and buying a house in SE GA.

Phandomtrigger

I think AAPL’s deal was kinda expected they fell so far from technological innovation that they don’t even make anything new anymore. We’ll introduce the iPhone 86 Pro Max Ultra Mega Hyper Plus SE Mini XL 5G soon

ThiccDiddler

Lmfao you are just showing how absolutely deluded you are. The explanation tells the whole story and shows the behind the scenes pressures for certain actions. The US and a bunch of other countries understand fully the reasons why they realign and none of them do it because they believe it makes them weaker in their area of influence. Your entire premise on SE Asians countries ditching the US ignores that entire concept because you have a baised slant and will do anything to try and work your agument to that outcome even when your argument has been thouroughly refuted. Realigning with China makes all those countries weaker and effectively always will as long as its the major power in the area. There is no realistic change of circumstances thay changes that point.

ThiccDiddler

Part 3. >While that is true the issue has multiple nuances. First of all there is the big Western media propaganda element in terms of overblowing things If there is war in near future between US and China a lot of these nations won't automatically get involved -- rest assured. They will just steer clear and stay neutral. The start of the conflict will be because China invaded Taiwan. The only country that will stay neutral is probably Vietnam which is fine their neutrality is enough. Japan, Korea and the Philippines will absolutely not stay neutral. They are a eager participant in the first island chain strategy and have every reason to make sure that China does not successfully take and keep Taiwan. They are all in. > But as China keeps getting powerful it will exert its power without actually invading or attacking these nations ..So the threat factor will be lesser and more arrangements/deals and a hierarchical set up  That's the whole point of being allies with the US and having the first island chain strategy. China literally can't exert power. You are using an argument where a threat is successful when the CURRENT US and Asian allies strategy literally revolves around making that threat worthless. >These nations would eventually come to terms with the new arrangement which China is the top dog. That is how it works in real world. Except they never really come to terms with it. They always attempt at some point to break away by using Russia or China like Cuba or Venezuela (among many others who have been removed by the US government). The difference is that Russia and China can't actually do anything to contain the US and don't have the capability to project power that far away and give their SA allies any real help and as long as the first island chain holds China basically never will and Russia has never been on a real path to achieve that capability and even then they also have their own Naval issues that the US exploits to keep them packed away. SE Asian countries do the same as SA except they actually have a major power who can project its entire military might in their region. And they were able to latch on to that power before the close by major power got big enough to do what the US has achieved with South America.

ThiccDiddler

Part 2 >Countries that will ally with China would do for common goals and interests albeit keeping there reservations still intact. On the other hand you cannot come up with a single logical argument that could actually be real in justifying why Vietnam, Korea, Taiwan, Japan, The Philippines among others would desire in any way for China to have absolute control over the area. Not one. Because it doesn't exist. It is the worst possible thing that could possibly happen for those countries. And they are FULLY aware of that. It doesn't matter how much time passes. They like the rules the US has set down and enforced over the waters in the region. Changing who controls the rules literally has only downsides. The only good outcome would be that things don't change. If your best outcome for siding with China is the rules don't change. Why would anyone choose that side? >Then Russian Marxism and Chinese Maoism competed with each other and consequently had a near war situation in late 1960s and they actually fought each other with multiple causalities on both the sides . They still have border dispute . Both are suspicious of each other and yet are allied at this point. All of this is minor in comparison to the History between China, Korea, Japan and Taiwan. And the same reason that China and Russia are allied is the same reason that every country that makes up the First island chain is allied with the US. Because there's a massively bigger threat. For Russia and China its the US. For basically all of SE Asia its China. And as long as China is somewhat powerful it always will be.

Swwert


ImpressiveNeat9039

Part -2 (Contd.) >Every single one of Chinas neighbors in SE Asia considers it the biggest threat so China has no wiggle room there. While that is true the issue has multiple nuances. First of all there is big Western media propaganda element in terms of overblowing things If there is war between US and China a lot of these nations won't automatically get involved -- rest assured. They will just steer clear and stay neutral. Next as China keeps getting powerful it will exert its power without actually invading or attacking these nations ..So the threats will be lesser and arrangements/deals more.. Much like how USA does in the Americas.. These nations would eventually come to terms with the new arrangement. That is how it normally works and most likely would work in this cases. US and India being friendly isn't a surprise. The US never did anything to India that was all the UK. Again Indians for long time have resisted US being pals with Pakistan. Infact 1971 was both US and UK were willing to send navy to assist Pakistan. The relations plummeted from 1970s through 1990s which included sanctions against India. USA was a formal ally with India's arch-nemesis with treaties like SEATO and to a lesser extent CENTO and wasn't popular in India at all except the pop-culture probably. Things only got better under Bush Jr. and subsequent regimes and were on an all time high only to nosedive now and and will remain so for near foreseeable future. Or they might get better again soon. Bangladesh and Pakistan had lot of bad blood post 1971.. Now they are as pally as they can get just with a change of regime. India and Bangladesh at government level were very close just 2 years ago and now look ! Ironically it is claimed CIA pushed Sheik Hasina out to control Bangladesh and instead Bangladesh got close to China !! Point again being "Stances, Alliances, POVs, Animosities -- none of them is permanent" .. Forget being permanent things can change rapidly. Once nations see an achievable goal in their self interest then can a short term alliance. Goal achieved then each his own way ! Again this is long term thing. 2-3 decades . So just wait for things to unfold and we will see. The US military today is a big differentiator today but may not necessarily so 30 years down the line. Countries will catch up to an great extent and after a certain point the differential would cease to matter !

Puzzleheaded-One-607

SE and MELI on a big run this year

ThiccDiddler

>No I am not. I am cognizant of that and I am making my predictions keeping that in mind. China has a problem at hand certainly but there are good chances of them overcoming it eventually. The might be able to leverage the authoritarian state along with sufficient coffers. Then again with AI on the horizon you mayn't need too much of young human labor. I mean these are just bad predictions. 10 years is not enough time to pivot their economy away from being a manufacturing economy. And AI isn't replacing human hands in that scenario anytime soon. So they absolutely need young human labor and won't have enough. >But in the same token do you know that the TFR is USA is 1.6 (well below 2.1) and with US turning more and more anti-immigrant ; population replenishment in US via immigration also would be a challenge unless US is really to get browner and more Asian. Or US too could utilize AI and not care about young human labor. Meanwhile China is slowly opening its immigration even if partially. US is turning more anti illegal immigrant. It's still having over a million legal immigrants a year even under Trump. AI will be far more successful in the US economy compared to the Chinese one for the reasons stated above. China is not and probably will never make a real attempt to open up immigration enough. Even the CCP is subject to the will of the people to some extent and the Chinese just don't want immigration from poor countries. >My polarization point was not with made China in mind. The polarization point was made stating it could potentially cause internal implosion within the USA even without China having to do anything. Again India is far more polarized and chugs along just fine. While technically possible this is a bad bet and no country is moving forward thinking this a realistic outcome anytime soon. >Again you are thinking in terms of how things are today. Again since China how it is behaving today it won't behave necessarily so in 2-3 decades from now. I mean who in 1970 even thought US and China will become such big trade partners ? Or Russia or China could be allies. Or India and US will be good terms which they were for a while in most parts of this century. Chinas behavior in a couple decades is irrelevant because all its neighbors have had decades and even centuries of history with China and aren't going to be fooled by a very obvious switch up. People aren't idiots. They know what Chinas wants as an end goal. US and China was a surprise and also wasn't. There was no real bad blood there just an ideology disagreement. Other than that the US helped China vs the Japanese. The US making a policy decision to try and weaken Russia who they thought were a bigger threat isn't that out there. Every single one of Chinas neighbors in SE Asia considers it the biggest threat so China has no wiggle room there. Russia and China weren't a surprise. They really dont have any historical bad blood and outside of Russia considered China an inferior country the most of Europe did to every country outside Europe they generally were on okay terms even before the communists took power. US and India being friendly isn't a surprise. The US never did anything to India that was all the UK.

Sluzhbenik

Basically ETFs and individuals on the side. I have been bullish on tech since pretty early on, with QQQ. I do have some VOO and IJR (small cap) but also have individual stocks. A few stocks that have done well: ASML, KLAC, I rode PANW from like 2021 and just exited. Rode SE all the way up over a few years and sold near the top (I saw a kid in a remote part of Central Asia playing free fire years ago, googled it, read a lot, and got sold on the company). Stuff like that. Moving forward, I’m working to broaden out sectors because I think AI profits will now be found in growth by regular companies that use AI, and I’m adding precious metals miners. Adding a biotech ETF. Just read and listen a lot. I religiously listen to Odd Lots, The Compound, and Marketplace on Fridays, and read The Economist almost cover to cover. Basically my financial and equities worldview is shaped by those quite a bit. People say “you can’t time the market” but so much of the market is based on whether the world anticipates rate hikes and cuts, bonds up or down, etc. Just following that news closely and shifting your DCA plan around can make it easier to beat the S&P.

RackCitySanta

SE

WickedSensitiveCrew

Looking through all those Venezuela thread surprised how limited the discussion was around MELI/NU and other Latin American stocks. Glad I bought those and SE last week.

Future_Hyena2562

Bought one single SE call the other week for March which is up 134%. Why didn’t I full port.

AluminiumCaffeine

Not sure thats only reason why maybe part of it, EM is having good start to the year SE +5% too

AluminiumCaffeine

MELI, SE, and OKTA getting some nice work done for me this morning

thedeal82

I still have an iPhone SE, cuz I like it. Someone asked me if it was a Senior Edition. Now I need a new phone.

NoFutureIn21Century

SE Europe. The ladies will be throwing themselves at you. Especially if you get a new BMW.

Salty-Bid1597

Costa rica? Anywhere in SE Asia that isn't Singapore. 

throwa91

Won't happen - they would be going against US, SE asia partners, EU and its incredibly difficult operation. They would exhaust their resources and military..XI is far too strategic

Wickedmasshole77

You don’t. What you do is fly to SE Asia and tell your new girlfriend that you have a small fortune back home…