$SKM - SK Telecom Conviction Doc: Anthropic Value Not Fully Reflected in the Share Price https://docs.google.com/document/d/1eEhobts_zOThppZhGUTU5vOh4Zp71ld2-HX9AdbizWs/edit?usp=sharing

Links:

• https://docs.google.com/document/d/1eEhobts_zOThppZhGUTU5vOh4Zp71ld2-HX9AdbizWs/edit?usp=sharing
• https://docs.google.com/document/d/1eEhobts_zOThppZhGUTU5vOh4Zp71ld2-HX9AdbizWs/edit?usp=sharing -…

Just finished my full Oscar Health (OSCR) conviction doc after spending the last month researching the stock. I think the market is wrong about Oscar. It still sees the company as an unprofitable insurer coming off a rough 2025, while I think 2025 was a reset year and 2026 is setting up much better. To me, this is an asymmetric bet at its current valuation. Make sure to punch holes in my thesis though https://docs.google.com/document/d/1WGE17yxPJ2sgeUeWHbqPOf3C7Q546IJuxQE1hApqqnc/edit?usp=sharing

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Please use the Google document to post your conviction document u/Traderjohsaphat · 2026-04-17T14:10:15.920Z Captured by scrape-discord from https://discord.com/channels/703824217585614868/727978582013378630

Nanya Technology. #4 biggest DRAM Producer. Easy ride on the rising prices across the board. https://docs.google.com/document/d/1-paz6oCMYATSlvpUWZ7Cz1OUouZFM95bwwWi96gZf3w/edit?usp=sharing credit to: Paradis Lab for the idea. (https://x.com/ParadisLabs/status/2042481787356565972) (edited)Wednesday, April 15, 2026 at 3:40 AM

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$EOS.AX/$EOPSF – Electro Optic Systems Conviction Doc: The Future of Defense, The $0.10 Drone Kill https://docs.google.com/document/d/1Vv3SSzkB800dPIYFoT82-7IdygmIPq9dsvAFrG9s6r8/edit?usp=sharing

Links:

• https://docs.google.com/document/d/1Vv3SSzkB800dPIYFoT82-7IdygmIPq9dsvAFrG9s6r8/edit?usp=sharing
• https://docs.google.com/document/d/1Vv3SSzkB800dPIYFoT82-7IdygmIPq9dsvAFrG9s6r8/edit?usp=sharing -…

By very popular demand, here is my detailed research on the AI Optical Supercycle Roadmap and Framework. In here you will find everything that I'm currently aware of mapping all the key publicly traded companies through each tech phase all the way through 2030 and beyond. https://docs.google.com/document/d/e/2PACX-1vTAWb0BfGEfN3Rl4J9N-ohoZbqEUPNMEcbxaRUzp3As-nD9ISVnmzbiPxwY6H6STuEpC68J0EyR1URe/pub (edited)Tuesday, March 31, 2026 at 5:31 PM

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Ticker DAR: pick and shovel idea from the idea of how gummies are made. Led to peptides and other fun products they supply. I need some help with this one guys. I think I found something. @DumbMoney @leon Please help me poke holes in this one. I noticed a trend on creatine gummies and it led me down this massive rabbit hole. but I think I found a really good play. I have spent the last 24 hours digging on this. Here is what I got so far. I did a share where it doesn't show my private email in the top... but still…

Ticker DAR: pick and shovel idea from the idea of how gummies are made. Led to peptides and other fun products they supply. I need some help with this one guys. I think I found something. @DumbMoney @leon Please help me poke holes in this one. I noticed a trend on creatine gummies and it led me down this massive rabbit hole. but I think I found a really good play. I have spent the last 24 hours digging on this. Here is what I got so far. I did a share where it doesn't show my private email in the top... but still…

Here is a conviction doc on APD, It is about the future of the helium market, specifically in relation to the war in Iran. This company was picked for this trade because I found it to have the best risk-to-reward profile. Big thanks to @Mike M for bringing it up. https://docs.google.com/document/d/1Y1Q9i_w-y6bEE49FbtbH7kcrSmS-bVoB/edit?usp=sharing&ouid=117638259501431255991&rtpof=true&sd=true (edited)Saturday, March 14, 2026 at 5:24 AM

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This is a doc I have been working on for almost two weeks, trying to find information and to compile it into a high conviction thesis, so please take your time to read it through and actually understand it. It is essentially about the downstream effects of GLP medication on society and how it will cause cultural shifts. I have separated the docs into two, datapoints, like Gtrends of related terms, and the thesis itself. I will add more datapoints to said document as time goes on and If am able to find more.…

https://x.com/valeagentt/status/2031056286628958482?s=20

Links:

• https://x.com/valeagentt/status/2031056286628958482?s=20
• https://twitter.com/valeagentt
• https://pbs.twimg.com/media/HC_C0XzXoAAf15V.jpg:large u/wale · 2026-03-09T17:15:46.948Z Captured by scrape-discord from https://discord.com/channels/703824217585614868/727978582013378630

Here is a conviction doc on how the current geopolitical situations could drive up agriculture and fertilizer production companies. Some of my potential picks will be found in the ⁠🔥conviction-doc-chat https://docs.google.com/document/d/1JfOokbT0eDuy-Pn4k8P_Lxxt7Rb2XtuxU1tUGRychc8/edit?usp=sharing

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