bd

Making my Korean shipbuilders even greater, again

Unfortunately every european battery effort is dogsht

Not bullish on this, particularly on the legacy ev business and numbers are too high and think stock down next 3-6 months.

However, issue over 6-12 months is that, autonomous narrative may just stream roll/bulls will argue none of this matters/energy and ev biz is not what they're playing for

So did we all move here

Would have been down to move to london until @bongcapital.bsky.social told me no kbbq and that thought died real quick

I didn't realize how horrendous London was for asian food relative to nyc until recently