椎名立希的交易员

$Sandisk(SNDK.US) Although I hold storage, there's one thing I really don't understand. Since these CSPs can make their own chips because Jensen Huang's GPUs are too expensive, why can't they make their own storage? The barrier to entry for storage is much lower than for GPUs. If they get desperate, couldn't they just do it themselves? I think this is a long-term hidden worry. Similarly, storage manufacturers expanding production isn't just to make money; it's mainly because CSPs are too short on storage. Expanding production is to meet their demand and maintain relationships with them. Otherwise, if they push them too far, they might really step in and do it themselves. After all, Samsung's profit this quarter has already surpassed NVIDIA's. If storage prices remain high, a year's earnings could recoup the cost of building a factory. Why not do it themselves? Welcome to discuss👏$Micron Tech(MU.US)$XL2CSOPHYNIX(07709.HK)

The hype around storage is probably about to crash.

[Reward Collection] Annual Investment Performance: In 2025, Did Your Portfolio Outperform the Nasdaq?

The Yield PK Contest Officially Begins!

Year-to-date, the Nasdaq Index has risen by 21%, and the Hang Seng Index has risen by 28%. Using these returns as a benchmark, how has your performance been?

Seeing @回本再改名's arduous journey to break even in the community resonated deeply. Every share and review is a mark of growth from a novice to a pro among Longbridge friends.

Looking back at the soon-to-end year of 2025, what investment insights have you gained?

Reviewing the major events this year, there have been several notable upward trends:

After Trump's 'inauguration' early in the year and the global stock market crash due to trade wars, the market bottomed out.

In the second half of the year, Bitcoin hit new highs, gold hit new highs, and U.S. stocks hit new highs.

By December, the final battle month, Tesla surged to a historic high of $500!

And the undeniable main theme of the year—AI and big tech stocks—went from 'valuation lowlands' to 'bubble bursts' to 'delayed expectations.'

What a tumultuous year! Friends on board, how are you holding up?

Which upward trend did your portfolio ride? What were your perfect bottom-fishing successes?

Event Period: December 23, 2025 - January 7, 2026

Participation Method 1️⃣:

Post your review/insights + portfolio in the community, and don’t forget to tag @熱點君 for evaluation + rewards!

[Best Performance Award]

Show off your highest annual yield. The top 2 most interactive posts will each receive a 10 HKD stock voucher + 666 task coins!

[Quality Review Award]

Share high-quality review content and your investment insights to receive 2 sets of limited-edition Christmas double-cup gift boxes. Uncle Qiao toasts to you!

[Most Unfortunate Trader of the Year Award]

The Longbridge friend with the worst annual return will receive a LEO hug pillow to comfort their broken heart 💔

Participation Method 2️⃣:

[Comment for Rewards] Leave one investment discipline worth strictly following in the comments, and you’ll receive 188 task coins!

$Tesla(TSLA.US) $Alphabet - C(GOOG.US) $NVIDIA(NVDA.US)

$Oracle(ORCL.US)$NVIDIA(NVDA.US)

My friend @rucwhz said that Oracle is the weakest link among the giants. NVIDIA can be bought at will within 180.

The crypto industry is highly volatile, so holding spot assets is more reliable$Bitwise Bitcoin ETF(BITB.US)$IShares Ethereum Trust ETF(ETHA.US)

Many people overestimate their risk tolerance, which is why paper trading is useless—only when real money is at stake can one truly understand themselves.

Generally, there are only two scenarios suitable for long-term holding:

1: Do your homework, understand the company, and only invest in what you know.

2: "Tsinghua and Peking University are no match for guts"—suffocate for your beliefs, HOLD!

If you don’t fall into either of these, you might be in for a rough time.

$Apple(AAPL.US)Apple 17 is far more popular than expected. I visited an Apple retail store today, and it was packed with people, completely overcrowded. I still firmly bullish on Apple. AI is just a bit late, but it will eventually amaze everyone in a stunning way.