Explaining Korean Stocks and the AI Memory Trade - Rekt Mando

Threadguy sits down with Rekt Mando, the macro trader who quit tradfi distressed credit to chase all-time-high breakouts and has been pitching the Korean stocks trade for weeks. Mando covers why he faded the war hard, what's changing in Korean governance, why the Chaebol discount is finally cracking, and how Samsung and SK Hynix are sitting on a structural memory bid. He gets into how all momentum traders are converging across crypto and microcap stocks, what AI bottlenecks are real vs halluc...