Boss's Boss

$XL2CSOPHYNIX(07709.HK) Hang in there! Break-even is not far off. One thing this round of storage manufacturers did very well was exercising restraint in expanding capacity. No need to rush; humanity needs massive amounts of memory. Look at China's NEV market for proof.

$XL2CSOPHYNIX(07709.HK) $Tesla(TSLA.US) $Taiwan Semiconductor(TSM.US) Is the sentiment in US after-hours trading this good? Does it feel like the leverage crowded trade from last Friday has bottomed out?

$XTALPI(02228.HK) Position reduced as planned, leaving only profits. Will continue to hold for another year.

$XL2CSOPHYNIX(07709.HK) If it were you, would you go all in?

$XL2CSOPHYNIX(07709.HK) added 30,000 shares at 21.88 filled

$XL2CSOPHYNIX(07709.HK)

It stopped falling after today's drop, don't worry.

Korean friends, you've already made all the money, what are you panicking about?

joking

$Recursion Pharmaceuticals(RXRX.US) wants to add to its position. Really wants to add more. With AI backing, Silicon Valley Americans just want to achieve immortality.

$Taiwan Semiconductor(TSM.US) Keep going, don't stop taking the medicine. My analyst's advice to me is to buy TSMC at will. Just hold it. So there's no need to worry about being trapped.

$Taiwan Semiconductor(TSM.US)Here to pick people up, here to pick people up. Going to have a big meal tomorrow

$Taiwan Semiconductor(TSM.US)Bored, tomorrow's lunch is sorted. Hahahaha

$XL2CSOPHYNIX(07709.HK) To support our Korean friends, I've switched my main phone to the Samsung Z Fold8. Here I come, Korea. Boosting your GDP.

$XL2CSOPHYNIX(07709.HK) recovering quickly 😄 Samsung's downfall is a tailwind for 力士

$XL2CSOPHYNIX(07709.HK) Given Samsung's significant pullback, the fact that SK Hynix has held its ground is a positive signal. I believe this indicates continued capital inflows to absorb short-term profit-taking at these levels. I will continue to hold 7709.

$TENCENT(00700.HK)PE has dropped to 13-14. Is it an opportunity or a trap?

$Recursion Pharmaceuticals(RXRX.US) stay patient, i hope rxrx is the next rklb, rklb used to go to $3 as well.

$Robinhood(HOOD.US) If it keeps going like this, it'll turn green. Boring. I'm holding 288 shares and they're burning my hands; might as well sell them to cover some meal costs.

$Robinhood(HOOD.US)Get your formation ready for catching the dip, and see if luck is on your side.

$Robinhood(HOOD.US) opens. Please dip a bit so I can buy at a lower price. Help me out.

$XTALPI(02228.HK) That said, it's not entirely fair to blame Clever for this downturn; the broader Hong Kong tech sector has been in a bear market for over a year. Just look at Tencent's price a year ago. My current strategy is to rotate into suitable US stocks and reduce my position in Clever. 😄

$XL2CSOPHYNIX(07709.HK) Korean friends, get hyped! We need to make back our pension money and can't stop here. The underlying stock will rise at least another 50%.

$XTALPI(02228.HK) US AI biopharma stocks surged last night. Seeing the news this morning, Anthropic acquired an OPC—a single person working on biopharma, designing pipelines with AI assistance. Is this a tailwind or headwind for 2228? I lean towards bearish. From a compute perspective, China's AI pharma companies lag far behind the US in computational power, and the US still leads in using AI to understand the physical world, which has been my ongoing concern. If XtalPi continues to focus solely on its platform, it's in trouble. Fortunately, word is that 2228 will accelerate into pipeline development. Only by doing pharma directly and facing end consumers can you truly make big money. Torn, but I'll continue reducing my position in 2228. Even though profits dropped by a zero, I have to grit my teeth.

$XL2CSOPHYNIX(07709.HK) Market concerns should ease slightly. It all comes down to the liquidity of our Korean friends. Oh, and the risk appetite. 😄

$Rocket Lab(RKLB.US)$Tesla(TSLA.US) Is there room for short covering?

$Tesla(TSLA.US) I don't think Tesla should be consolidated into the valuation until its value in robotaxi and optimus is reflected. Otherwise, it's not a good deal for long-term investors.