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@HelixCapital_ "I think the market is pretty overheated but there are always opportunities IMO: 1) AI: $POWL SK Square (KRW: 402340 holdco of SK Hynix) 2) Financials: $FOUR 3) E-Commerce: $SE 4) Consumer: $CROX All trading under 1x PEG FY26"
X Link @HelixCapital_ 2025-10-15T03:51Z XXX followers, XXX engagements

"@davey_juice $SE management themselves have stated they respect $MELI and their approach but see limited overlap in consumer base with MELI / Amazon more focused on the slightly upper end consumer. Both are solid picks imo"
X Link @HelixCapital_ 2025-10-15T04:03Z XXX followers, XXX engagements