lucky小鐘

$SK Hynix(SKHY.US) $Samsung Electronics (SSNGY.US) $Micron Tech(MU.US) $NVIDIA(NVDA.US)

$Taiwan Semiconductor(TSM.US) $Broadcom(AVGO.US)

The revaluation of the two Korean giants may change the capital structure of the U.S. semiconductor market. Micron's scarcity may be weakened, while NVIDIA, Broadcom, TSMC, and others will gain support from the confirmation of the memory cycle. The main theme in the second half of the year may shift from a broad rally to earnings realization, with the real key to success lying in whether ADRs, Samsung's earnings call, and memory prices can be validated simultaneously.

Sources say Amazon AWS increases ASIC server shipment volume

Jin10 Data, July 6 - According to AI server supply chain sources, Amazon AWS has notified relevant supply chain manufacturers that it will increase shipment volume for the third quarter of 2026, estimated to be 20-30% higher than the original plan, indicating AWS's optimistic outlook on Trainium 3 sales prospects. (Jin10 Data APP)$Amazon(AMZN.US)

$Intel(INTC.US) Intel confirmed on Friday that it has raised the prices of some consumer and server processors, citing market volatility, rising production costs, and a surge in demand for related products.

In the past month, multiple analysts have given the company a buy rating. The highest target price is 417.48. In the medium term, the stock price is in an upward channel. In the past month, the market performance has been average, but the company's fundamentals and technical scores are relatively high.$Alphabet(GOOGL.US)

$Microsoft(MSFT.US)

Apple's current fundamental data is relatively healthy, with significant growth potential. The current valuation is reasonable, ranking 5th out of 34 in the computer, mobile phone, and consumer electronics industries. Institutional ownership is very high, with multiple analysts giving the company a buy rating in the past month. The highest target price is 316.38. In the medium term, the stock price is in an upward channel. In the past month, market performance has been average, but the company's fundamental and technical scores are high. The current stock price is between the resistance and support levels, allowing for range-bound trading operations.$Apple(AAPL.US)

① This market cycle is not a simple repeat of the 1999 internet bubble. Back then, infrastructure was ahead of demand, but today, AI Agents and smart devices are rapidly deploying, forcing upgrades in the physical layer infrastructure. No matter how powerful the cloud brain is, it still needs a ground-based neural network to transmit instructions.

② Cisco, Nokia, and BlackBerry have received three different new scripts: Cisco is entering AI data center networks, Nokia is betting on AI-RAN and edge base stations, while BlackBerry relies on QNX to position itself in the secure foundation for smart vehicles, robots, and industrial control. They are not the same type of asset, and their revaluation logics differ.

③ The revaluation of AI infrastructure will not stop at just these three established tech companies. Switching chips, optical modules, communication towers, cybersecurity, and industrial automation are all expected to benefit along the industry chain.

$Cisco(CSCO.US)$Nokia Oyj(NOK.US)$Blackberry(BB.US)

当绝大多数人还在为 AI 将如何改变自己的工作而焦虑时，一个被 OpenAI“扫地出门” 的 24 岁年轻人，已经用一年时间，把 2.25 亿美元变成了 55 亿。

这不是硅谷流行的创奇剧本，而是 2026 年初春，席卷华尔街和科技圈的一场超级风暴。主角名叫利奥波德·阿申布伦纳（Leopold Aschenbrenner），一个拥有德国名字的年轻人，用一场堪称教科书级的豪赌，向世界宣告：真正看懂 AI 的人，不写代码，只下注。

The Hidden Winner of the AI Boom—Nonferrous Metals$BHP(BHP.US)$Alcoa(AA.US)$Freeport Mcmoran(FCX.US)

$Rocket Lab(RKLB.US)

On the last day of 2025, may you in the new year.

Firmly "go long on freedom" and decisively "short anxiety".

Even if life occasionally fluctuates, you can leverage good luck to the fullest.

2026, let's continue to be full of energy and move forward! 🎉

$Alphabet - C(GOOG.US) $Amazon(AMZN.US) Soros heavily invested in Amazon and increased holdings in Google in Q3

Last night, U.S. stocks fell without hesitation from the opening to the close. The S&P 500 dropped 1.16%, and the Nasdaq fell 1.81%. Stocks like Dazi, Google, Oracle, Broadcom, and TSMC were hit even harder.

The trigger for the sharp decline was Oracle, as its $10 billion data center financing fell through. Then, Google's small essay about potentially making Gemini Ultra free intensified the sell-off. Oracle represents the revenue side of AI, while Google represents the investment side. These two messages combined—huge investments in data centers and free AI applications—raise questions about when profitability will ever materialize. The market collapsed just like that...

The current market logic is reasonable because the market is always right. However, as retail investors, we still need to distinguish between short-term sentiment and long-term logic. Claims that OpenAI is doomed or Oracle is going bankrupt are illogical, especially for Oracle, whose debt ratio is far from the warning line and has no default risk.

AI is now the new productivity, and this no longer needs proof. The OAI chain is the infrastructure of this new productivity, which is the long-term logic.

Short-term sentiment suggests the market needs a pullback or repricing. If you look closely at the late trading session, funds accelerated into Nvidia, Oracle, and Broadcom. The narrative of small essays + technical sell-offs leading to repricing rebalancing is short-term sentiment. For U.S. stocks, we must believe in the market's ability to reprice and recover after turnover. Pessimists see pullbacks, while optimists see opportunities to buy quality assets at a discount. U.S. market sentiment remains relatively optimistic, and history shows that every pullback is the beginning of a new high.

Currently, caution is warranted for Bitcoin, which is heading toward its fourth annual decline in history. Unlike the previous three times, this year, Bitcoin has seen strong institutional participation, favorable monetary policies, and regulatory clarity—making it the best macro environment for Bitcoin yet. However, an annual decline without historical precedent or reference raises questions: Is this an independent Bitcoin cycle or a shift in Bitcoin's narrative logic? Frankly, I don't know.

This chart shows the capital expenditure (CapEx) trends of the world's four largest tech giants (Amazon, Meta, Google, Microsoft) from 2015 to 2025. CapEx is a critical investment in building data centers, servers, AI training clusters, and other infrastructure, making it the most important foundational expenditure in the AI era. As seen in the chart, CapEx has skyrocketed from $24 billion in 2015 and is projected to exceed $315 billion by 2025, marking an astonishing increase.

 ⸻ 💰 AI Infrastructure Boom: Tech Giants' Spending Grows Tenfold in a Decade From 2015 to 2024, total CapEx surged from $24 billion to $224 billion, driven by explosive growth in AI model training, inference, and cloud computing demand. Entering 2025, the industry is in a "full sprint phase," with projected spending jumping to $315 billion—a clear reflection of the accelerating AI race.

 ⸻ 🟦 Amazon (AWS)$Amazon(AMZN.US) : The Spending Leader The 2025 data shows Amazon is expected to invest up to $100 billion, making it the largest AI and cloud infrastructure builder. AWS is already the global leader in cloud services, and with the addition of enterprise AI demand, its investments account for nearly one-third of the industry total, showcasing its aggressive expansion ambitions.

 ⸻ 🟪 Meta$Meta Platforms(META.US) : The Most Aggressive AI Bet in Social Media Meta's CapEx is projected to reach $60 billion in 2025. Mark Zuckerberg is driving the company's transformation from a social network to a full-stack AI firm, including Llama models, recommendation algorithm optimization, AI creator tools, and hardware R&D. To train more powerful models, Meta is building and acquiring hundreds of thousands of accelerator clusters, with the surge in CapEx reflecting its long-term strategy.

 ⸻ 🟩 Google$Alphabet - C(GOOG.US) : The Giant's Full Transition into the "AI Rebuild Era" Google is expected to invest around $75 billion in 2025. The iteration of Gemini models, YouTube content recommendations, ad system optimization, and Google Cloud's AI services for clients all require massive computing power. Google's heavy investment in this space underscores its determination not to lose leadership in the AI era.

⸻ 🟦 Microsoft$Microsoft(MSFT.US) : AI + Cloud Dual Engines Drive Spending Surge Microsoft's 2025 CapEx is projected to hit $80 billion. Following its deep collaboration with OpenAI, Microsoft must build vast computing power for Azure to meet the demands of GPT models and global enterprise clients. AI is becoming Microsoft's new core growth driver, and CapEx is the foundation of this momentum. ⸻

In terms of launch frequency, RKLB Electron with its rocket barely ranks second, and we can look forward to the launch of the Neutron rocket!$Rocket Lab(RKLB.US)

$Tesla(TSLA.US) $Direxion Daily TSLA Bull 2X Shares(TSLL.US)

$Alphabet(GOOGL.US) $Alphabet - C(GOOG.US) The path to a $5 trillion market cap doesn't require miracles

$Coca Cola(KO.US) $Johnson & Johnson(JNJ.US) $Walmart(WMT.US) $Procter & Gamble(PG.US)

$Rocket Lab(RKLB.US) $Defiance Daily Target 2X Long RKLB ETF(RKLX.US)