乐弟长远投资

What are these two green onions for?

$XL2CSOPHYNIX(07709.HK) Today, South Korea's SK hynix continued to surge sharply! It once soared over 7% intraday, maintaining a strong gain of about 6-7% near the close (rising from the previous close of 1,018,000 KRW to the 1,080,000~1,095,000 range). HBM+AI storage demand is exploding, and its market value is skyrocketing, approaching the trillion KRW level! The semiconductor bull market is still accelerating. This wave of SK hynix is simply a super engine for the South Korean stock market. #SK 하이닉스 #SKhynix #Semiconductor #AIChip #KoreanStocks

$Sandisk(SNDK.US)

$Circle(CRCL.US) Your coin is the coolest tonight.

$Sandisk(SNDK.US)

Hold on, we can win.

All four giants can win. Big brother SK Hynix,

second brother Samsung.

Even the little brother can be worth 200 billion, no problem.

$Taiwan Semiconductor(TSM.US)

Congratulations TSMC, marking a milestone, breaking through 2 trillion.

Business is not bad, bro. Too bad your bro Sandisk didn't make as much.

Worked so hard to sign the deal and only made 600 million,

Sandisk made 800 million just sitting at home.$Palantir Tech(PLTR.US)$Sandisk(SNDK.US)

$XL2CSOPHYNIX(07709.HK)Memory is not just a hype, but a real demand. It takes 16 low-temperature layers to stack one HBM and still needs drilling. The yield rate is really too low, less than half. SK Hynix has 60% market share, and its performance must be good. Seeing late is not as good as seeing accurately. Optimistic about the next 3 years, not investment advice.

Did you use this software to capture Maduro? If so, that's quite impressive. Israel and the US military most likely also used PLTR, this official intelligence software. Official orders are still stable, but such high multiples still depend on market commercialization revenue.

With Samsung's 1.4nm surrender, the advanced packaging chorus will maintain a monopoly for quite some time. Unfortunately, I bought too little—just my personal opinion. Not investment advice.$Taiwan Semiconductor(TSM.US)

Venezuela incident, energy can be watched in the short term. Mainly this Chevron. First, build an observation position.

Chip storage will continue to rise in price within the next two years of this wave of development. Personally, I am very optimistic about the financial report. However, currently, I am waiting for a big correction before adding more SK Hynix.

Not investment advice, personal opinion.

$Taiwan Semiconductor(TSM.US)Wow! Is the performance too good?

$Taiwan Semiconductor(TSM.US)Are you fucking going to hit a new high?

$Palantir Tech(PLTR.US)$Palantir Tech(PLTR.US) Record a 300% gain from last August to now. My friend keeps getting on and off the ride. I said if you want to ride this car, the only thing you lose is commission going back and forth, and you might not even get on. To be honest, I wouldn't dare to get on even at 500x, I wouldn't dare to enter unless it drops to 100. Not investment advice.

$Roblox(RBLX.US)Sorry, the market cap has already dropped to 500

$Direxion Daily TSLA Bull 2X Shares(TSLL.US)There are only two heroes in the world, one is Tesla, the other is NVIDIA. At the current price, it's better to choose Tesla.

When will it break 200?

$Palantir Tech(PLTR.US)The bull market is back.

$Palantir Tech(PLTR.US)$Tempus AI(TEM.US)

First time getting a gift exchanged in Changsha.

It's a set of Guan Dan playing cards, can't bear to open it. Haha, so happy.

$Tempus AI(TEM.US)Revenue exceeded expectations but the company did not achieve profitability, a small loss of 4 yuan

$Tempus AI(TEM.US)Can this quarter achieve profitability? Once this happens, it's probably similar to APP.

$Palantir Tech(PLTR.US) The performance has improved, and the P/E ratio has dropped. It's now within 500 P/E.

Turn the tables?

$Tempus AI(TEM.US)50 300 shares recorded, bullish on the world's largest healthcare data platform

$PDD(PDD.US) will make at least 20 billion gross profit this year. Much better than Alibaba. Only 12 times P/E, it's unreasonable.