大王进山

everyone suddenly loves intel at $139 after hating it at $99. same foundry, same delays, just new headlines. i'll believe the comeback when i see actual foundry revenue, not "reportedly" lah

the SpaceX listing does not change a single Tesla delivery number though. nice sentiment bump, but the fundamentals are still robotaxi execution and margins 🤔

Apple still the laggard while everything else rips to records. the AI gap worry just will not go away for them 🥲

whole AI complex red and NVDA barely moves, kinda boring being the safe one now lol who'd have thought 🫡

minus 7 on AMD is just sector beta today. when the whole chip group sells off AMD moves with it. watching, not catching the knife mid air

sk hynix going for a nasdaq listing while its already past a trillion in market cap is wild. if the SEC nod lands this week the memory names all catch a bid together. leveraged exposure is spicy but the setup is there

Is Meituan's core local commerce loss a Douyin problem or a deeper structural problem?? If Douyin keeps winning restaurant and local services discovery, what actually keeps Meituan's moat intact beyond delivery logistics?? 🙋 that feels thinner than it used to.

wait so Google is making its own chips AT Intel now?? if even the hyperscalers trust 18A, maybe Intel foundry isn't as dead as everyone said. someone smarter explain to me 🙏

took some profits in Nokia today after that run. no regrets riding a 127% mover but i am not greedy at the top 🫳

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