Boss's Boss

$XL2CSOPHYNIX(07709.HK) An old lady climbing a tree, dropping things as she goes. She comes down once she reaches her goal, which is just the money for a chicken leg. 😂 No lingering in battle. But objectively speaking, I think the current position of storage is not at too high risk. It's just that the holding cannot be 7709. 7709 is purely a gambling leveraged target, and I need to clarify here that gambling is not a derogatory term, but a neutral noun. 😂

$XTALPI(02228.HK) The trading volume over the past two days has been quite good. Could it be that capital has heard something? Tomorrow is the earnings report...

$XTALPI(02228.HK) Little Jingjing, keep it up, $Rocket Lab(RKLB.US) Little Rocket has already started another round of hammering mode.

$ONDS 270115 16 Call(ONDS270115C16000.US) bought a call to keep as a souvenir. It happens to be the profit portion.

$Ondas(ONDS.US) The profit is just a tiny bit, enough for only a few meals. A bit of a pity.

$CloudFlare(NET.US) Is now a good time to open a position? Even for an observation position

$XTALPI(02228.HK) These two long upper shadows are making people restless. 2228 needs a firm bullish candle! Unwavering, piercing straight into the clouds...

$XTALPI(02228.HK) However, in the past month, there has been a significant inflow of funds into the innovative pharmaceutical sector of the Hong Kong stock market. The overall trend is warming up. Let's see if it can have a good run.

$Rocket Lab(RKLB.US) It turns out that a large number of SpaceX shareholders are using Rocket Lab for short selling hedging to protect their positions, including selling short positions in Rocket Lab and space-related ETFs for hedging, as they cannot actively directly short $SpaceX(SPCX.US)

$XTALPI(02228.HK)$Rocket Lab(RKLB.US) Are Little Jingjing and Little Rocket walking forward hand in hand?

I feel like we can eat something better this weekend.

$XL2CSOPHYNIX(07709.HK) is still slightly losing money. I feel there's some hope for next week, probably because dividends are about to be paid.

$XL2CSOPHYNIX(07709.HK) The storage story is definitely not over, but it is a fact that there are profit-taking positions and high leverage.

$XL2CSOPHYNIX(07709.HK) It's over, completely messed up. Experiencing the pain of the Korean people again.

$XL2CSOPHYNIX(07709.HK) closed 1,000 shares at 32.50. Currently holding 3,000 shares, slightly above water. Working hard for dinner! Just made plans to eat and drink with Kai Zi friends.

$XL2CSOPHYNIX(07709.HK) is temporarily slightly underwater, holding a total of 4000 shares.

$XTALPI(02228.HK)

Jeff Dean, Chief Scientist at Google for 27 years, has announced his resignation!

$Alphabet - C(GOOG.US)

Alphabet's stock closed down about 4.1% today, with intraday declines exceeding 5%. What the market sees is not just an ordinary executive departure, but a major overhaul of Google's AI power structure.

Worse still, Jeff Dean is not leaving alone. Joining him are three legendary technical figures from Google:

@Sanjay_Ghemawat

— The legendary engineer who co-established the foundation of Google's distributed computing with Jeff Dean;

@OriolVinyalsML

— Vice President of Research at Google DeepMind and lead of the core technology for Gemini;

@quocleix

— Co-founder of Google Brain, and a key driver in large models, AutoML, and neural network architectures.

The four will jointly found an AI company named

@DiscoLoopAI

, with the goal: to use AI to automatically complete the entire scientific research cycle of "propose experiment—run experiment—evaluate results—continue iteration," starting from machine learning and eventually entering the fields of pharmaceuticals, chips, energy, health, and engineering.

On the same day, DeepMind co-founder

@demishassabis

stepped down from daily CEO management duties, taking on the role of Chairman of Google DeepMind and Chief Scientist at Alphabet, dedicating more time to AGI strategy and the AI pharmaceutical company Isomorphic Labs.

Logically, XtalPi is doing something similar in vertical industries; AI-driven drug discovery is key! Behind drug discovery lies materials science.

$XL2CSOPHYNIX(07709.HK) 32.7 bought 1000 shares. Small bets are fun, starting again.

$XL2CSOPHYNIX(07709.HK) Is there a chance to bottom-fish? 😄 South Korea continues to reduce leverage.

$SpaceX(SPCX.US) actually, this performance isn't bad. The issue is the large-scale unlocking of shares tomorrow. Is it time to open a position? It just feels panic-inducing. spcx still has a unique story globally; if you believe in that story. As for the story, spcx is too big, so big that even Rocket Lab $Rocket Lab(RKLB.US) only counts as a small business.

$XTALPI(02228.HK) Don't let me down! Little Jingjing! Don't let us down! Little Jingjing!

$XL2CSOPHYNIX(07709.HK) reduced holdings by 1,000 shares at 41.16. Still holding 2,000 shares.

$Rocket Lab(RKLB.US) Trans: https://x.com/JasonZX/status/2084854453749047667?s=20 Rocket Lab's acquisition of a $397 million contract from the U.S. Space Force is highly significant. As seen in the image, the fairing shown belongs to the

$Rocket Lab(RKLB.US)

Neutron rocket's 'hippo mouth' design. The flat satellite below is the Flatellite, specifically developed for the Space Force. Flatellite represents a new generation of flat satellite design optimized for large-scale constellation deployment. These satellites will be equipped with space-based sensors and low-latency, high-bandwidth communication links. Doesn't that sound familiar? Isn't it similar to Starlink? Rocket Lab is not only responsible for the R&D, manufacturing, launch, and deployment of Flatellite satellites but also for their operation, providing data and target trajectory information to the U.S. Space Force. Furthermore, since these satellites are launched by the Neutron rocket, which has not yet officially entered commercial service, it implies that the U.S. Space Force has already incorporated the Neutron into its actual mission planning. This holds significant importance for Rocket Lab's future orders, reputation, and commercialization.

$XL2CSOPHYNIX(07709.HK)

**My suggestion: Sell 2,000 units on today's rebound, keep 1,000 units. Don't clear the position all at once, but also don't continue to hold a full position bearing 2x volatility.**

As of **09:31 CST**:

- 7709: **HK$39.50, +6.47%**, opening range HK$39.40–40.00

- SK Hynix: **₩1.656 million, +5.01%**

- However, Hynix surged to **₩1.701 million** in the early session before pulling back, indicating significant profit-taking at the open.

- The KOSPI is still up **3.06%**, so this isn't a failed rebound; there's no urgent need to exit completely for now.

- Southern Asset Management officially confirmed: the target leverage for 7709 today remains **2x**.

### Operational Framework

1. **HK$39.5–40.0: Sell 2,000 units**

This recovers approximately **HK$79,000–80,000**. Knowing that the cost basis for these 2,000 units was HK$36.18; calculated at 39.5, the return on this portion is approximately **9.18%**.

2. **Continue observing the remaining 1,000 units**

- If Hynix reclaims **₩1.68 million** and 7709 breaks above **HK$40.5**: Hold on, with initial targets at **HK$41.5–43**.

- If 7709 falls back below **HK$37.10**: Exit all remaining positions to prevent today's rebound profits from being given back.

### Why not clear the entire position?

Hynix has already reclaimed the area near yesterday's high of ₩1.63 million, and the market is seeing broad-based recovery. The rebound may have a second leg. Selling everything would mean missing out on this upside. However, its rapid pullback from ₩1.701 million suggests that **this looks more like a strong technical rebound rather than confirmation of a new trend.**

**In short: Instead of betting on whether it can double again, let's secure two-thirds of the profits and principal first, leaving one-third to participate in a potential second wave.** 7709 is suitable for fighting battles, not for standing guard.

I have recorded your current holding of **3,000 units** in the portfolio file; since I do not have records of the cost basis for the additional 1,000 units, I have not fabricated any overall portfolio P&L.

— Jason 🍎

$XL2CSOPHYNIX(07709.HK) Sell again in the afternoon, likely because Korean retail investors are still deleveraging. It won't be easy for Korean retail leverage to return to normal levels.

$XL2CSOPHYNIX(07709.HK) There's a high probability we can take a small bite. Yeah, it's meat too. Can save up to buy a new phone now 😄 Life is slowly getting better.