Boss's Boss

$XL2CSOPHYNIX(07709.HK) $XTALPI(02228.HK) No crying in the casino

$XL2CSOPHYNIX(07709.HK)The happiness of suffering together. This is a deliberately added leveraged position. Let's hold it for a month and see how things go.

$XL2CSOPHYNIX(07709.HK) Awkward, tried too hard to show off, hmm, what to do?

$Rocket Lab(RKLB.US) $Tesla(TSLA.US) The next generation of leeks is thriving!

$Tesla(TSLA.US) My eldest daughter just turned 18 and entered the stock market to support Longbridge trading. Click-clack, she's actually in the green across the board. Damn it, I wish her all the best.

$XTALPI(02228.HK) XtalPi needs to find a new path; it must develop its own pipeline! It must develop its own pipeline! It must bring forth its own innovative drugs!

$XL2CSOPHYNIX(07709.HK) added a position of 8,000 shares at 33.8 today; currently holding: 19,800 shares. Stage cost: 36.88

$XTALPI(02228.HK) A sigh, it's truly bitter. Let me think... let me think again about whether to cut myself off with one stroke 🙂

$XL2CSOPHYNIX(07709.HK) The distance to a pullback isn't too far. In principle, the profitability of storage companies remains very strong. It's just that market divergence is significant. Yesterday in Singapore, I discussed this topic with a friend who does macro trading. One idea came up: the reason for such wide divergence right now is concern over the growth rate and sustainability of AI-driven earnings. Is there a hidden issue behind this? Currently, enterprises (and their owners) struggle to effectively measure the "value-add" brought by AI adoption. For instance, you use AI—you've created how much new value? Saved how much cost? You might feel you can't live without it and love Claude or ChatGPT, but what is its actual monetary value? This problem is even more complex for enterprises. It will take some time for at least some companies and owners to figure this out. This is also an issue the industry needs to ponder.

$XL2CSOPHYNIX(07709.HK)阶段性 buying sufficient. The positions that were previously cleared have returned.

$XTALPI(02228.HK)Currently, this is most likely an effect stemming from the biotech crash in US stocks last night.

$XTALPI(02228.HK) The day after tomorrow on 10.9 a year ago, it seemed to dump the market like this too. As far as I remember. But the price level was higher back then. Is it dumping two days earlier this year? Sigh... this liquidity.

$XTALPI(02228.HK) What's going on? Is this crazy?

$Recursion Pharmaceuticals(RXRX.US) Pre-market looks good, sentiment remains warm. Short-term breakout above $5 seems likely. If it holds above $5.2, would that break almost all technical resistance? Things are looking up. Fingers crossed.

$Rocket Lab(RKLB.US) A pre-market trap? Or is it really rallying? We'll see in October!

$XL2CSOPHYNIX(07709.HK) has reached the water level at close 😄. Continuing to oscillate within the range, the core issue is excessive divergence.

$XTALPI(02228.HK) Congrats to the bosses who kept holding, stay steady

$XL2CSOPHYNIX(07709.HK)Surging soon, time for a happy afternoon tea

$Tesla(TSLA.US) Collected a Tesla label bag 😄 Things will definitely get better for Tesla!

$XL2CSOPHYNIX(07709.HK) Time is tight and the task is heavy, just get it done.

$XL2CSOPHYNIX(07709.HK) Quickly built a position of 2,800 shares. The joy of ups and downs.

$XTALPI(02228.HK) Just had a communication with XtalPi management on two points:

1. Will AI significantly increase the demand for wet lab experiments? Is XtalPi considering opening up its "scalable automated wet lab capabilities" to become some sort of subscription-like service, open to the global market?

2. Is XtalPi considering entering the pipeline space? After all, XtalPi has substantial accumulation here. Although developing pipelines is arduous, if they hit the right target, it would be huge.

The response was quite positive. Looking forward to it... AI

$XTALPI(02228.HK)Let's check out the most beautiful cafes in Singapore. $Rocket Lab(RKLB.US)$Tesla(TSLA.US)

$XL2CSOPHYNIX(07709.HK) Queuing up, waiting for the bullets to fly in. 😄