孙割的交易员

Everyone is waiting for deleveraging, but there's always more leverage to come $XL2CSOPHYNIX(07709.HK)

I've already liquidated my position in Hynix after hours. At first, I was misled and thought Hynix was issuing new shares. After waking up and thinking about it, it's completely different. Hynix's price is itself pegged to the South Korean Hynix, and it already has a 3-point premium. Plus, it rose over ten points yesterday, making the premium as high as 15 points. That is to say, the South Korean stock market must open 15 points higher on Monday to maintain the premium on the US stock, which is obviously impossible. The weakness of Micron and SanDisk has already proven this point; the memory cycle is over. Many people say the market cap of the US-listed Hynix is small, so it can have a premium. This is completely applying A-share thinking to the US stock market...

$XL2CSOPHYNIX(07709.HK)😰I really dare not buy this, the decay is huge.

最近在读格林斯潘的《动荡的世界》和《繁荣与衰退》，突然想到一个问题：Warsh 和 1999 年的格林斯潘，到底有多像？先说他们像的地方两个人有几个共同点是确实存在的。都偏自由市场，相信竞争和创新的力量远大于政府干预。都认为央行很难精准识别泡沫，主动刺破泡沫的代价往往高于事后救助，因此对资产价格上涨有更高的容忍度。都反对过度前瞻指引，更喜欢保留灵活性。最核心的相似点是对生产率革命的信仰...

It reminds me of the story of the merchant Lü Buwei from the state of Wei bottom-fishing the Qin prince held hostage. Unfortunately, he didn't do a good job at taking profits.

$SpaceX(SPCX.US) I will keep holding it until we migrate to Mars and Musk catches an alien.

SpaceX's IPO raised $250 billion, this money was raised by selling precious metals and stocks. After being allocated $80 billion, $170 billion was returned.

What will this money be used to buy?

I think it's $XIAOMI-W(01810.HK)😋😋😋

$GraniteShares 2x Long MRVL Daily ETF(MVLL.US)$Marvell Tech(MRVL.US)

I'll post something you all like to see, hahaha

$SIVERS SEMICONDUCTORS AB(SIVEF.US) has new news, buy another 40 shares at 90.95 SEK at 5 PM.