Fiin

Semiconductor: You can't outrun me, believe it or not!

Me: Can't outrun, really can't outrun🙃🙃$Roundhill Memory ETF(DRAM.US)$XL2CSOPHYNIX(07709.HK)$Direxion Semicon Bull 3X(SOXL.US)$Sandisk(SNDK.US)$Micron Tech(MU.US)

Lock down government spending with the left hand, raise taxes with the right hand, Chinese concept stocks have no future $Alibaba(BABA.US)$Trip.com(TCOM.US)$PDD(PDD.US)

Is there still someone who doesn't know what happened to Chinese concept stocks? Spill the tea! 🧐

I've seen this episode before. Last time it was $NVIDIA(NVDA.US) earnings report plus non-farm payrolls, this time it's $Micron Tech(MU.US) plus PCE. A big bearish candlestick smashed from the opening to the close 🙃🙃

$Apple(AAPL.US) can't stand the storage price hike and has been forced to raise prices. It's hard to imagine how much profit other places are being squeezed to.

$Schwab US Div Eq(SCHD.US) has recently reduced its holdings in $Qualcomm(QCOM.US) and $Texas Instruments(TXN.US). It's all old-man stocks now. Android behavior 🙃🙃

The return on the chassis combination this year is okay, but as a DIY enthusiast, the rising cost of hardware has significantly compressed demand, and the DIY market is almost dead. Will cloud providers also have an electronic 🐑 (impotence) day? Because they've lost the desire to buy.$Microsoft(MSFT.US)$Oracle(ORCL.US)$Alphabet - C(GOOG.US)$Amazon(AMZN.US)

Guang, you two stand up first

I'm not targeting anyone, I'm saying everyone present is trash 🙃🙃

They used to be called the Seven Sisters, now they're called the Seven Dwarfs

$Micron Tech(MU.US)$Lumentum(LITE.US)$Marvell Tech(MRVL.US)$NVIDIA(NVDA.US)$Tesla(TSLA.US)

Pre-market surge

Intraday A-shape crash

Closing at the lowest price

Isn't it tiring?

$S&P 500(.SPX.US)$NASDAQ Composite Index(.IXIC.US)

In January 2026, I was fortunate enough to witness the international gold price breaking through successive barriers, triumphing over the main short positions and profit-taking sell-offs.

Two years ago, the bulls embarked on their journey from the $2,000 mark, beginning an unprecedented main upward wave. Global safe-haven funds and central bank reserves from various countries converged. Wherever the bullish army went, retail investors welcomed them wholeheartedly. It truly had the perfect timing, and that vibrant, thriving bull market scene is still fresh in my memory. Just two short years later, has this year's historic peak of $5,600 suddenly become the graveyard for countless FOMO buyers?

Tonight's 4000-point defense battle, Walsh has already taken office, inflation has already exceeded 4%, and the non-farm payroll data is ridiculously good. No matter what, the advantage is not with me.

🥹🥹

$SPDR Gold Shares(GLD.US)

PCE will be released today at 20:30, and $Micron Tech(MU.US) will report earnings after the market closes tomorrow. Fasten your seatbelts and hold on tight.

Those who trade A-shares are lucky today, especially those holding old and established stocks in the consumer sector.

Intel CEO Chen Liwu recently publicly stated that he has invested in a synthetic diamond wafer company, optimistic about the heat dissipation potential of diamonds in the field of chip packaging. This statement has brought "diamond heat dissipation" into the spotlight. On June 22, the lab-grown diamond sector collectively surged, with Huifeng Diamond hitting a 30cm limit-up to a record high, while Sifangda, Power Diamond, Yellow River Cyclone, and Hengsheng Energy also saw limit-up gains.

A Korean wakes up in the morning to find that the Korean national team has scored another goal in the World Cup, and his US stock account has risen again; the market opens at 9, and his heavy positions in SK Hynix and Samsung have already doubled this year; he opens the news, and government officials say they will spread the benefits of AI development to all citizens, and there's more money coming; he opens his bank account, and the government has issued another childbirth subsidy. At this moment, you open X, and your neighbor says you can't afford watermelon. How should you reply?

$Samsung Electronics (SSNGY.US)$XL2CSOPHYNIX(07709.HK)$ISHRS MSCI S Korea Capped(EWY.US)$NASDAQ Composite Index(.IXIC.US)$S&P 500(.SPX.US)$Roundhill Memory ETF(DRAM.US)

Overall, Waller's hawkish stance was as expected, and the voting members were also unanimously hawkish, with no one cutting rates. The century-old Federal Reserve's reputation for independence still needs to be maintained; you can't just come out and say you're a dog raised by Trump, that would really be a mess. 🙃🙃

$S&P 500(.SPX.US)$NASDAQ Composite Index(.IXIC.US)$SPDR Gold Shares(GLD.US)$Sandisk(SNDK.US)$Tesla(TSLA.US)$Arm(ARM.US)

The new Fed chair looks just like a tool for filling gaps.

$S&P 500(.SPX.US)$NASDAQ Composite Index(.IXIC.US)

The high-quality MLCC stocks are basically in Japan and South Korea. Are there any alternatives in US stocks? 🧐🧐

Killing time waiting for Powell's hawk-dove dance🧐🧐

$S&P 500(.SPX.US)$NASDAQ Composite Index(.IXIC.US)$Alphabet(GOOGL.US)$NVIDIA(NVDA.US)$Tesla(TSLA.US)$Sandisk(SNDK.US)

SpaceX's latest price is about $192.50, with the previous trading day's closing price at about $161.01, representing a single-day gain of about 19.6%. SpaceX's IPO issue price was $135, corresponding to a valuation of about $1.77 trillion. Based on this, the total number of shares is estimated to be about 13.11 billion. So, from $161.01 to $192.50, the increase in the U.S. stock market capitalization is approximately:

$31.49 × 13.11 billion shares ≈ $412.9 billion.

Meanwhile, the Forbes real-time rich list shows that Warren Buffett's net worth as of June 15, 2026, is about $146.6 billion. Therefore, the one-day increase in SpaceX's market value is roughly equivalent to:

$412.9 billion ÷ $146.6 billion ≈ 2.8 Buffetts.

Regarding the inclusion of $SpaceX(SPCX.US) into the index, the $S&P 500(.SPX.US) has been very restrained, sticking to its principles. In contrast, the $NASDAQ Composite Index(.IXIC.US) has been very aggressive. The S&P's reputation in this regard is impeccable, truly living up to being the essence of a century of U.S. stocks. 🧐🧐

It opened at $2 trillion already, can't afford to buy, waiting for the reduction in holdings.