Founders

Buy:
ScaleAI
SENTILINK
"Synthetic ID fraud" is a type of fraud where a fictitious person is created based on leaked personal information and used to open credit card accounts. 
This company provides software to combat this type of fraud that has emerged in recent years. 
I believe that the demand for This company will inevitably increase as AI develops.

Sell: Bytedance
I think TikTok's momentum as a platform is stagnating and the number of users is about to reach saturation point. This will result in a loss of monetization and business sources, which could lead to difficulties for the business portfolio.

There is always the risk of being caught up in the information war between the US and China, and I think that if Trump becomes president, economic friction with China will intensify.

penguin is the pre ipo company analyst 🧠

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チャンネルホワイト管理人。/white
クリプト歴4年、日本のコンクリートジャングル生息。
本業サラリーマン（営業）、日々ストレスとの闘い。
