@y_gakuen: 自習中にピンポン玉チャレンジ #jkの日常 #青春 #山下学園

山下学園
山下学園
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Region: JP
Tuesday 18 August 2026 09:00:00 GMT
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userstory000
. :
2026-08-18 17:53:29
5112
saavedra.448
Saavedra :
AL TERMINAR CLASES
2026-08-18 18:09:20
236
eastanglernobu
🎣eastangler_nobu🐰🌸✨️🍖🍖 :
らてらてちゃんの頭に当たるのを期待したのに⋯
2026-08-18 10:43:58
1
mohamed.almalaki
Mohammed El Madridi :
the ball
2026-08-18 09:17:35
662
user1667975698823
南無阿弥陀仏 :
中々見えねぇなぁ
2026-08-18 09:47:21
183
www.xnxx.com_.18
￴ ￴ ￴￴ ￴ ￴ ￴￴￴￴￴ ￴ ￴ ￴￴￴ ￴ ￴ :
porque todas llevan el mis mismo corté
2026-08-18 19:37:17
102
sen021149
千紫万紅❁.*・゚ :
すいません照明スタッフの方しっかり照らして欲しいです
2026-08-18 11:26:57
88
jvelazquezs5
jvelazquezs5 :
ni una en la cabeza, no me lo creo
2026-08-18 14:43:16
96
moustache90
Moustache :
учитель,который на это смотрит
2026-08-18 11:06:25
235
william.3251
スマイル :
※結局入らないです
2026-08-19 02:40:55
7
azkreon
Azkreon :
Is this real life Tonari no Seki-kun? 😅
2026-08-19 06:57:37
0
jefrycredo430
what my name haha :
make a phonk
2026-08-19 05:16:20
0
stealthyslip
StealthySlip :
Angel Reese of beer pong
2026-08-18 21:09:23
2
first.player.ready
Always.Player.One :
so the teacher is not going to say nothing?
2026-08-19 04:39:02
0
boling201
สุภาพบุรุษตัว บ. :
สักครั้งในชีวิต
2026-08-19 03:03:05
5
user50ztpmw4xl
Tik TREK :
なんで変顔でピンポン玉投げてるんや??
2026-08-18 12:15:46
10
rush9_0
🪬rush⋆🍏>-0 :
Где русские, мне страшно
2026-08-18 10:43:28
265
ghmjnkj
藍藍 :
我很認真看完,沒有快轉….結果居然真的都沒進😂
2026-08-18 12:51:38
10
0diiari
Kat Spencer :
the girl in front just doing work like nothing is happening 🤣🤣
2026-08-18 14:41:40
319
user4909084453482
愛犬 :
なぜバレない笑笑
2026-08-18 09:35:38
39
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PLEASE READ CAPTION FOR ADDITIONAL CONTEXT: 💸 These are stocks I’ve added in the past month. None currently make up a significant portion of my portfolio (tech + semis, especially with their outperformance, dominate) 😰 MELI and SOFI have significant credit risk and are meaningfully impacted by rising rates (Priced in, but could continue depending on the direction of our Macro environment). They are by no means CHEAP, but I do think they are fairly valued with the context that we know today. Both companies are growth plays. 🌎 SPGI is impacted by rising rates as well, since their ratings business is dependent on dollar volume of institutional debt being raised - but this is regular cyclicality and there is a wave of corporate debt maturities that will need to be refinanced in the coming years. This will help put a floor on the volume of debt they’ll be grading (barring complete financial collapse). This is a QUALITY play. It’s boring, and may underperform for a good period of time. But I do believe the markets will want to be in quality again and SPGI is quality. I also need exposure outside of info-tech.  📺NFLX - I’ve always liked the stock and use it in my own life. Valuation is getting more reasonable and I can see it continue replacing traditional TV. That’s about it. Would add more as it drops further - and probably fill out the position under $70 barring any new concerning information. 📉 We could see a period of underperformance for names like these because AI is really where all the money is at. But no one knows when market sentiment will flip, and starting to be exposed in other names is important to prepare for that moment - because you won’t be able to time it. ‼️ NOT FINANCIAL ADVICE, DO YOUR OWN RESEARCH - THESE ARE THINGS I’M LOOKING AT TO DIVERSIFY MY PORTFOLIO. I CAN SEE FURTHER DOWNSIDE AND SUPPRESSED PRICES ON THESE NAMES - FINE WITH ME. #investing #stockmarkets
PLEASE READ CAPTION FOR ADDITIONAL CONTEXT: 💸 These are stocks I’ve added in the past month. None currently make up a significant portion of my portfolio (tech + semis, especially with their outperformance, dominate) 😰 MELI and SOFI have significant credit risk and are meaningfully impacted by rising rates (Priced in, but could continue depending on the direction of our Macro environment). They are by no means CHEAP, but I do think they are fairly valued with the context that we know today. Both companies are growth plays. 🌎 SPGI is impacted by rising rates as well, since their ratings business is dependent on dollar volume of institutional debt being raised - but this is regular cyclicality and there is a wave of corporate debt maturities that will need to be refinanced in the coming years. This will help put a floor on the volume of debt they’ll be grading (barring complete financial collapse). This is a QUALITY play. It’s boring, and may underperform for a good period of time. But I do believe the markets will want to be in quality again and SPGI is quality. I also need exposure outside of info-tech. 📺NFLX - I’ve always liked the stock and use it in my own life. Valuation is getting more reasonable and I can see it continue replacing traditional TV. That’s about it. Would add more as it drops further - and probably fill out the position under $70 barring any new concerning information. 📉 We could see a period of underperformance for names like these because AI is really where all the money is at. But no one knows when market sentiment will flip, and starting to be exposed in other names is important to prepare for that moment - because you won’t be able to time it. ‼️ NOT FINANCIAL ADVICE, DO YOUR OWN RESEARCH - THESE ARE THINGS I’M LOOKING AT TO DIVERSIFY MY PORTFOLIO. I CAN SEE FURTHER DOWNSIDE AND SUPPRESSED PRICES ON THESE NAMES - FINE WITH ME. #investing #stockmarkets

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