交给靠谱的川

$Meta Platforms(META.US)'s Google moment? Let's wait and see.

Woke up and saw that semiconductors were crushed by Meta. Stop scaring people with ghost stories, time to add to positions: $Invesco QQQ Trust(QQQ.US)$Direxion Semicon Bull 3X(SOXL.US)$ISHRS MSCI S Korea Capped(EWY.US)

South Korean stocks even touched the 50-day moving average. From a pure trading perspective, sentiment for memory chips is extremely low now, making the risk-reward ratio appropriate.

If you sell at a loss here, you'll easily regret it. Adding some spot positions is the right move.

The moving averages consolidated throughout June, and I'm going all in on long positions starting today:

$Applied Materials(AMAT.US), $KLA(KLAC.US), $Bloom Energy(BE.US), $Marvell Tech(MRVL.US), $Corning(GLW.US), $Intel(INTC.US)

It's been extremely difficult these past couple of days. A few big brothers I know have been wiped out. Everyone, be careful. I'm just going to wait until July.

$Invesco QQQ Trust(QQQ.US) My high-probability winning habit: sell half when it's pumped up in the night session, selling to the FOMO noobs. Can usually buy it back at the market open.

"CPO large-scale deployment has been postponed to 2027-2028"...

But 2028 was already the industry consensus, and that's the timeline sellers have been publicly stating all along. Jensen Huang has also been saying that copper connections won't be largely replaced by optical connections in the short term.

Now someone comes along and says "CPO still won't be ready by 2027," and everyone panics.

The key is, no one really thought mass production was possible by 2027 anyway. And even if the CPO story is disproven, shouldn't that be good news for pluggable optical modules?

The result is that optical modules, optical fibers, optical cables, even glass and bases are all falling together.

These small narratives in overseas markets are different from those in the A-share market. In A-shares, someone posts a screenshot and runs, making it hard to tell truth from falsehood, with no beginning or end.

Overseas, they are named and detailed, stated with absolute certainty, yet often accompanied by obvious logical errors.

For example, Citrini's "2028 Global Intelligence Crisis" that went viral in February this year—most friends should still remember it.

Google's TurboQuant paper from March 2026, which compressed the most memory-intensive part of AI inference to 1/6 of its original size, causing market panic that "HBM won't be needed as much," severely hit memory stocks.

It's all still vivid in our minds.

Everyone says today is a bear trap, bought some $Direxion Semicon Bull 3X(SOXL.US) and $Marvell Tech(MRVL.US), it really fell a bit too fast

Korean stock $ISHRS MSCI S Korea Capped(EWY.US) circuit breaker triggered

Middle East's little bully is acting up again

$United States Oil Fund LP(USO.US) briefly touched the resistance level and quickly retreated

But currently, the influence of Jensen Huang's speech over the weekend still seems to be there, it didn't trigger a spiral deleveraging, and sentiment in major communities is warming up.

Buying some $Direxion Semicon Bull 3X(SOXL.US)$Roundhill Memory ETF(DRAM.US) in the night session to bet on a post-opening rebound still looks promising

Every sharp drop follows a similar script:

On Monday and Tuesday, everyone is panicked and thinks it's going to fall, but it surges instead.

On Wednesday, it really does fall, and with Broadcom as the trigger, it continues to plummet after hours.

On Thursday, it surges back fiercely. Just when everyone thinks the one-day correction is over, it sets a trap—a bull trap.

On Friday, the real sharp decline begins, with a violent deleveraging that buries everyone who tried to buy the dip.

Some price movements aren't part of a script; they are a result of resonance between the market and its participants$Invesco QQQ Trust(QQQ.US)$Direxion Semicon Bear 3X(SOXS.US)