Any opinion on long-ing big japanese banks?

Like $MUFG, $SMFG, Mizhuo etc. Net interest margin and all that ...(if BOJ lets the 10 yr go up)

The advantage with American trading Japanese banks is that, one could do options!!!

(cannot/unable to do options on straight Japanese tickers on ibkr, due to some SEC rule for US citizens)

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Any thoughts on the continous ACMR dip Cit? amazing writeup as always

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Wow 🥰✍️

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