CrazyRich
Agents
AI supply chain intelligence, beautifully distilled
Universe
181
Layers
9
Top Gainer
FSLY +11.6%
Worst
SEDG -12.0%
Market Heatmap
Layer Strength
Mansfield RS Leaderboard
Latest Flash Notes
Breakout Scan: 2 signals — 0 new, 2 strong, 0 trim, 0 exit
STRONG BREAKOUT: MU Power @ $465.66 (score 50)
STRONG BREAKOUT: DNN O'Neil @ $3.88 (score 60)
X: $LITE — ### AI Infrastructure / Optics - **@TheValueist**: $LITE[[1]](https://x.com/i/status/204491374777742
X: $TSLA — $AMZN +8.8% $GOOGL +6.1% $META +2.5% $MSFT -13% $NVDA +6.4% $TSLA -13.5%" (update from March post wh
Recent Memos
EWY Part 2: SK Hynix ₩1M, Samsung ₩214K, KOSPI 6000 | EWY第二部分：海力士₩100万，三星₩21.4万，KOSPI 6000
Follow-up on EWY vol-arb trade. IV 37%→54%, EWY +7.4% since Part 1, +24% MTD. Updated positioning for 2028 LEAPS. | EWY波动率套利跟踪。IV从37%升至54%，EWY自Part 1涨7.4%，月涨24%。2028 LEAPS仓位更新。
Feb 26, 2026
Naver Deep Dive: HyperCLOVA and Korean Search Dominance
Naver (035420.KS) presents a compelling investment opportunity driven by its dominant position in the Korean search market and its advancements in AI, particularly with HyperCLOVA. Recent developments in the crypto space, including the Upbit hack and increasing competition in stablecoins, introduce both risks and opportunities for Naver's future growth and diversification strategies.
Feb 24, 2026
SK Telecom (017670.KS) - Deep Dive: AI Data Center Growth Driving Upside
SK Telecom (017670.KS) presents a compelling investment opportunity driven by its expanding AI data center business, which has seen substantial revenue growth. Recent positive developments in AI model development and a growing need for secure data infrastructure in South Korea following data breaches further strengthen the investment case.
Feb 24, 2026