Korea's KOSPI just had its worst day since 2024, down 7.2% in a single session. Samsung and SK Hynix got crushed, circuit breakers were triggered, and foreign investors dumped over $3 billion in Korean equities. We break down exactly why it happened and who is winning right now.

To understand today's selloff, you have to trace the full chain. US tariffs on China led to Beijing retaliating with refined rare earth export restrictions. The US captured Maduro in Venezuela. And now a full-scale war with Iran is threatening the Strait of Hormuz and spiking energy costs for the most energy-dependent semiconductor fabs on the planet. These are not separate headlines. They are one connected geopolitical realignment playing out in real time, and the FRDM ETF is quietly positioned perfectly for this moment.

We also cover CrowdStrike's latest earnings, what China's rare earth restrictions mean for defense and semiconductor supply chains, and why waste management companies deserve a serious look in this environment.

This is the macro-to-portfolio analysis you won't find on CNBC.

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#investing #stocks #finance #wallstreet #KOSPI #SouthKorea #Iran #OperationEpicFury #DefenseStocks #FRDM #RareEarths #China #CrowdStrike #StraitofHormuz #MacroInvesting #Geopolitics #MiddleEast #ETF #PortfolioStrategy #WasteManagement

First, Berkshire Hathaway. We break down their Q4 2025 results — operating earnings fell nearly 30% year over year to $10.2 billion, dragged down by a 54% collapse in insurance underwriting profits. We put that number in context, explain why it looks worse than it actually is, and walk through how Berkshire actually makes its money: the key revenue segments powering the conglomerate, from the insurance float engine and GEICO to BNSF Railroad, Berkshire Hathaway Energy, and its vast manufacturing and services businesses. We also touch on the Greg Abel era beginning and what investors should watch next.

Then we turn to MongoDB. MDB beat on both earnings and revenue — $695M in quarterly revenue, up 27% year over year, with Atlas cloud revenue growing 29% and crossing a $2 billion run rate for the first time. So why did the stock crash 24% after hours? We explain exactly what spooked the market — and whether this selloff is a buying opportunity or a warning sign.

This is Rigatoni Capital — long-term thinking for serious investors.

This is Rigatoni Capital — long-term thinking for serious investors.

📖 Read more at rigatonicapital.substack.com

#investing #stocks #stockmarket #finance #wallstreet #longterminvesting #BerkshireHathaway #WarrenBuffett #GregAbel #MongoDB #MDB #Earnings #BRKB #ValueInvesting #GrowthStocks #RigatoniCapital #EarningsSeason #TechStocks

On the first trading day since the outbreak of the US-Iran war, we break down how defense stocks are responding and what long-term investors should be watching. Then we shift to earnings season — what's coming this week and what matters. We close with a look at Berkshire Hathaway and American Express weakness, and what that signals about consumer and financial sector sentiment. All of it through the Rigatoni Capital lens: macro, geopolitics, and where capital flows next.

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