大风
2025.12.10 09:00

Every day I hear people saying semiconductors are about to take off, but $Applied Materials(AMAT.US) can't even make a splash. Does no news mean it's just going to flatline? $Lam Research(LRCX.US)—what's going on? It keeps rising every day, and they're still hyping up etching and deposition. Analysts raised their target price—is it going to the moon or what? I just cut my losses and left, and today it keeps soaring. That 27% revenue is just there to annoy me, right? 😵‍💫 $AXT(AXTI.US) went crazy today, straight up 17%. The CEO even reduced his holdings—hilarious. If even he’s bailing, I have no idea what’s going on… $Wolfspeed(WOLF.US) and Toyota’s so-called partnership—shouldn’t it rise a bit with the EV transition? But no, it’s still in the red. The sentiment is as weak as silicon carbide. $Tower Semicon(TSEM.US) is even more infuriating. While everything else is crashing, it suddenly pops up. What’s this Nomura tech conference in 2025? I’m going to explode from frustration. Whatever I buy just gets harvested. 🤬

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