FatumOpes

$KSPI Kaspi.kz: high-margin super app company from Kazakhstan is expanding to Turkey If you go shopping or buying groceries in Kazakhstan you aren’t asked “Card or Cash?”, but “Kaspi or Cash?” Kaspi is used for contactless payments via QR codes. It's so dominant,…

🥇 $MU Micron has secured first order for volume production of SOCAMM for NVIDIA ahead of its competitors, $SSUN Samsung and $HY9H SK Hynix, who were also involved in co-development. NVIDIA is set to order between 600,000 and 800,000 SOCAMM modules for its 2025 AI systems.…

Summary of SK hynix’s Q2 2025 earnings: 📈 Key Financials Revenue: $16.1 billion – up 35% YoY, 26% QoQ; all‑time high Operating Profit: $6.69 billion (41% margin) – +68–69% YoY, +24% QoQ; record level Net Profit: $5.09 billion – 31% net margin SK hynix 🧠 What’s Driving…

How $CHA Chagee managed to achieve a remarkable comeback in Singapore: 📅 Launch & Expansion: CHAGEE (formerly "Ba Wang Cha Ji") entered Singapore in 2019 via franchise partnerships, quickly expanding to 12 stores islandwide. Its signature drinks (e.g., Jasmine Green Milk Tea)…

Good article about $BYRN, a company creating a non-lethal self-defense ecosystem. Their products can now even be ordered on Amazon. beyondspx.com/article/byrna-…

Halyk $HSBK acquires 49% of the 🇺🇿 leading Fintech platform: Click 👪+5 Million Monthly Active Users 🏨+70 000 Merchants 💳#1 in Digital Payments 🇺🇿 Country of 35 million transitioning from 💵to 📱digital payments

I have been accumulating more $CHA, $BYRN, and some $GAMBLE the last few days. CHA and BYRN are conviction bets for me; GAMBLE is too cheap to ignore here. Also added to my position in SK Hynix. I typically like smaller companies, but trading at 6-7 forward pe while being…

I feel like AI memory is really overlooked here. AI memory is absolutely essential for new AI chip generations, with AI chip innovation bottlenecked by AI memory innovation. SK Hynix and Micron are basically still trading like classic cyclical DRAM and NAND companies, even…

Chagee is still suffering from PR disaster with the red dash line map in Vietnam. They are now again trying to enter the Vietnamese market, but are still facing backlash. "Exactly 4 months after being called for a boycott by the community, the milk tea brand Chagee has a new…

Investment thesis for Chagee holdings: The Eastern Starbucks? open.substack.com/pub/fatumopes/… constructive criticism is appreciated

$CHA Chagee Holdings: Starbucks of the east? Chagee was founded in 2017 by Zhang Junjie and has since scaled to over 6000 stores today. During COVID, when the competition was hesitating, Zhang Junjie pushed forward aggressively and quadrupled the store count. He explicitly…

Inspira Technologies (IINN): High risk high reward investment Israeli small cap trying to disrupt 19 billion $ industry Current market cap: 32 mio $; First commercial contract received last week is worth 22.5 million $ for ART100 I. Company Overview: Revolutionizing Critical…