华尔街内幕人

$Micron Tech(MU.US) $Sandisk(SNDK.US)  Bros, I haven't posted in a long time. As a naive investor who always sells at the lowest point (you can check my previous posts), I'm telling you now, I couldn't stand the pre-market manipulation, it was really tough. Today, I have a very strong impulse to liquidate everything with one click. In the past, whenever I sold, the price would go up, so now I don't dare to sell anymore. I'm still holding on stubbornly. If I can't stand it and liquidate everything, I'll let you all know immediately. (Currently planning to hold on at most until the drawdown reaches my principal.)

$Micron Tech(MU.US)$Sandisk(SNDK.US)

According to TrendForce, the annual pricing mechanism for HBM from the three major original manufacturers cannot reflect the sharp upward trend in general-purpose DRAM prices. In the second quarter of 2026, buyers and sellers are negotiating the supply of HBM4, the mainstream product for 2027. Due to the supply shortage of DRAM, the high manufacturing difficulty and high cost of both old and new generations of HBM, the three major original manufacturers will significantly raise HBM quotes in 2027.

Storage prices have already risen so much, and they're going to increase sharply again next year? 🧐🧐

https://www.trendforce.com/presscenter/news/20260602-13074.html

$Marvell Tech(MRVL.US)$GraniteShares 2x Long MRVL Daily ETF(MVLL.US)$Hewlett Packard Enterprise(HPE.US)

Bros, I'm really speechless, I have nothing to say 🤣, it made me laugh out of anger.

Sold 2x MRVL and switched to HPE on Monday night. HPE exceeded expectations and surged 30% in the night market early Tuesday morning, which made me ecstatic. But then, a single call from Jensen Huang during the day sent MRVL soaring, while HPE opened high but closed low.

I'm really done.

Is there anyone as precise as me?

$LENOVO GROUP(00992.HK)$Dell Tech(DELL.US)$Super Micro Computer(SMCI.US)$Nokia Oyj(NOK.US) An increasingly hot trading theme now is the comprehensive revaluation of traditional companies that latch onto AI business. I wanted to post this yesterday; woke up to find Dell had already surged.

$Moutai(600519.SH) I have an idea for Moutai: announce entry into data center liquid cooling, using baijiu for heat dissipation, increasing cooling efficiency by 100%.

$Alibaba(BABA.US) $BABA-W(09988.HK) $Z.AI(02513.HK) $MINIMAX-W(00100.HK)  Yesterday on the large model arena.ai, $Alibaba(BABA.US)'s qwen3.7-max-20260517 model moved up to 4th place in capability rankings, surpassing claude-opus-4-6. This is currently the best programming ranking for a domestic large model on the leaderboard (previously held by Zhipu's GLM5.1). Logically, this should be a major positive for $Alibaba(BABA.US)'s stock price (qwen3.7-max-20260517 is closed-source and exclusive to $Alibaba(BABA.US) Cloud, increasing its 'uniqueness' and 'exclusivity'). Why hasn't the stock price reacted at all? Instead, Zhipu is still surging. Has the news not spread and fermented yet?

$NVIDIA(NVDA.US) Here's an idea for everyone: The market's expectations for NVIDIA's earnings report are extremely high right now. If the report is not super-duper-exceeding expectations, but merely exceeding expectations, it's very likely the stock will fall the next day. So, you could consider spending a little money before each earnings release to bet on short-term put options (0DTE). Keep doing it, and when that one time it disappoints, you'll make a killing.

$Invesco QQQ Trust(QQQ.US) Why can't I find the Longbridge app in the Apple Store US account?

Has anyone encountered a similar situation?

$Futu(FUTU.US)$UP Fintech(TIGR.US) A classmate of mine works at a US dollar hedge fund managed by Chinese nationals. In their circle, many institutions hold significant positions in Chinese concept stocks, and the proportion of these holdings is even very large. You can check out First Beijing's 13f.

Sometimes I wonder, since we're already investing in US stocks, which have so many great companies, why cling to Chinese concept stocks? There might be some structural opportunities for Chinese concept stocks at certain times, but in the long run, they still can't compare to the US stock market's M7.

Later, I unfollowed all Chinese concept stocks listed in the US. Since we're trading US stocks, we should focus on targets that truly generate revenue globally and reduce the noise from these Chinese concept stocks.

$Futu(FUTU.US)$UP Fintech(TIGR.US) Witnessing the end of an era once again. This kind of "grey industry" is always the lamb to be fattened; they don't deal with you at first, they wait until you're plump before slaughter.

$Sandisk(SNDK.US)

It's crashed, folks.

$Intel(INTC.US)

US stocks are gradually becoming like A-shares, experiencing huge surges and crashes.

$Sandisk(SNDK.US)

The market is currently repricing memory stocks, from cyclical stocks to AI stocks.

$Invesco QQQ Trust(QQQ.US)

I'll gradually share some of my precise contrarian trades with everyone. A classic naive investor. I hope everyone can learn from this and avoid chasing rallies and selling in panic.

$Direxion Daily MU Bull 2X Shares(MUU.US)

Precisely bought at the peak and sold at the bottom, I had to laugh at myself.

$SPDR Gold Shares(GLD.US)

They said when the cannons roar, gold will be worth its weight, so where's the safe-haven asset?

$XL2CSOPHYNIX(07709.HK)

Crude oil has broken through $100. Brothers who bottom-fished a couple of days ago are in danger.

$Invesco QQQ Trust(QQQ.US)

If you're not sure what to do next, why not ask these questions?

Will the impact this time be as significant as the Russia-Ukraine war and the April tariffs last year?

Most likely not.

Will Donald Trump back down?

Considering the midterm elections, the probability of the situation escalating further is low.

Conclusion: In the next 1-2 months, buy on dips.

$NASDAQ-100(.NDX.US)

In the face of volatility, the most important thing is to reduce trading.

$XL2CSOPHYNIX(07709.HK)

I got the latest insider information from Wall Street:

1. Wall Street is actively lobbying Trump, TACO is coming soon.

2. The main force from South Korea has already started entering the market.

Follow me to get Wall Street insider information as soon as possible.

$XL2CSOPHYNIX(07709.HK)

Have you all seen how terrifying leveraged ETFs can be?

If you didn't reduce your position when it was skyrocketing, a downturn can cause massive losses!

$XL2CSOPSMSN(07747.HK)

Any sharp rise is followed by a sharp fall, as extremes meet.

Look at how strong gold was back then, and how badly it fell.

Of course, this time Samsung and SK Hynix are affected by geopolitical conflicts, but the long-term fundamentals haven't changed.

Families holding leveraged ETFs will be in a tough spot if they didn't reduce their positions at the highs.

It takes a 100% gain to recover from a 50% drawdown.

$XL2CSOPHYNIX(07709.HK) I'm going all in!

$SPDR Gold Shares(GLD.US) They said when the cannons roar, gold will be plentiful, but...😅😅😅

$NASDAQ Composite Index(.IXIC.US) The Nasdaq index has been consolidating at high levels for months, with risks significantly outweighing potential returns.