$Sandisk(SNDK.US) What happened? A straight line.
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雪球同名
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$IBM(IBM.US) Yes, but it's about to be wiped out by the drop.
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Same feeling. Why does everyone wish for others' stocks to plummet, and for them to go bankrupt and jump off a building? They're quick to call others gambling addicts. When everyone is buying stocks, who is really more noble than whom? These people are just too malicious!$Sandisk(SNDK.US)
$Sandisk(SNDK.US) Buying a stock, I see people hoping that those who bought it go bankrupt, jump off a building, they can be so malicious without any grudge, what kind of mentality do these people have? Blocked without hesitation.
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It was double 3% yesterday, and it's back to double 2% today. You can imagine how badly everyone is losing. Sigh.
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$Sandisk(SNDK.US) SanDisk is either dealing with Samsung or SK Hynix, or Kioxia every day, it's so annoying.
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For the past half month, my A-share portfolio has also been full of tech stocks, plus US stocks have been plummeting every day, so I've had no mood to research the daily hot spots. Yesterday, US stocks stopped falling, and A-shares and Korean stocks opened in the green (lj Samsung opened red), which got me energized, and I was too lazy to use the sleep strategy again. I used a friend's strategy from the last few months, and today there was a big surge, with a full position gain of seven points. The specifics are: kill all the green ones every day, buy the best-performing stock of the day, or evenly spread across the strongest sector of the day.
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To commemorate my huge loss over the past half month, I lost 1.2 million, with a 33% loss in A-shares.
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Who can stand this? It's either up 20% or down 20% every day. The problem is it's been -20% for several days in a row.
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$XL2CSOPSMSN(07747.HK)
Samsung's underlying stock is about to turn red. Two days of heavy losses aren't enough? Is this piece of junk trying to drag the entire world's memory chips down with it?
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$XL2CSOPSMSN(07747.HK)$XL2CSOPHYNIX(07709.HK)$Sandisk(SNDK.US)
Samsung leaves a trail of destruction wherever it goes, harming tech stocks worldwide. This piece of junk pulled SK Hynix, SanDisk, and Kioxia from a six-percentage-point gain into the red.
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$LONGSYS(301308.SZ) increased by 600 times....
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Finally, there's some good news. Seeing nothing but negative news every day is exhausting.
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$Micron Tech(MU.US) Is it a habit for this Micron to plummet after exceeding earnings expectations? I'm so done.
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$Sandisk(SNDK.US) The experience of holding U.S. stocks in June was very poor. The memory chip stocks surged one day, then plummeted the next day. It was nerve-wracking every day, and the holding experience was terrible.
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$Everbright(688048.SH)$YUANJIE SEMICONDUCTOR(688498.SH)$Shijia Photons(688313.SH)$Lumentum(LITE.US)
The stock of Changguang Huaxin, which supplies LITE, has been surging month after month, and it's up another 20% today. LITE keeps falling day after day. China's optical communications sector has been rallying for three months, while the US optical communications stocks have been falling for two months straight. It's so unfair. A friend asked me to buy Changguang Huaxin last night, but I saw it needed 100,000 yuan, and I didn't have enough money, so I didn't buy it.
$Everbright(688048.SH)$YUANJIE SEMICONDUCTOR(688498.SH)$Shijia Photons(688313.SH) Recommended these to my friends this morning, all surged 14-18%, but I didn't buy any myself. I'm Lei Feng.
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$Everbright(688048.SH)$YUANJIE SEMICONDUCTOR(688498.SH)$Shijia Photons(688313.SH)$Lumentum(LITE.US)
The stock of Changguang Huaxin, which supplies LITE, has been surging month after month, and it's up another 20% today. LITE keeps falling day after day. China's optical communications sector has been rallying for three months, while the US optical communications stocks have been falling for two months straight. It's so unfair. A friend asked me to buy Changguang Huaxin last night, but I saw it needed 100,000 yuan, and I didn't have enough money, so I didn't buy it.
$Everbright(688048.SH)$YUANJIE SEMICONDUCTOR(688498.SH)$Shijia Photons(688313.SH) Recommended these to my friends this morning, all surged 14-18%, but I didn't buy any myself. I'm Lei Feng.
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It's plummeting, can't learn anymore, just leave it aside for now
In-depth Analysis of the AI Storage Expansion Logic: Understanding the Industry's Underlying Dynamics from NVIDIA's Perspective!
🔍 The underlying logic of storage from NVIDIA's perspective If we're not looking from the perspective of an ordinary retail investor, but from the perspective of CEO Jensen Huang, to genuinely operate a company, the real concern isn't necessarily paying a higher procurement premium. Instead, it's that your upstream suppliers' storage prices rise too sharply, ultimately hindering the shipment pace of your own GPUs and slowing down the entire AI industry chain's progress. Currently, AI servers cannot run on GPUs alone...
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It's plummeting, can't learn anymore, just leave it aside for now
In-depth Analysis of the AI Storage Expansion Logic: Understanding the Industry's Underlying Dynamics from NVIDIA's Perspective!
🔍 The underlying logic of storage from NVIDIA's perspective If we're not looking from the perspective of an ordinary retail investor, but from the perspective of CEO Jensen Huang, to genuinely operate a company, the real concern isn't necessarily paying a higher procurement premium. Instead, it's that your upstream suppliers' storage prices rise too sharply, ultimately hindering the shipment pace of your own GPUs and slowing down the entire AI industry chain's progress. Currently, AI servers cannot run on GPUs alone...
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$SNXX 260717 40 Call(SNXX260717C40000.US)$Tradr 2X Long Sndk Daily ETF(SNXX.US)$Sandisk(SNDK.US)
SanDisk plummeted for two days. In a fit of anger, I bought a 2x long SanDisk expiring weekly call on Friday night. It's either it dies or I die, hahaha. A small gamble for fun. This is the nearest date available, can't get any earlier.
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US stocks were a mess this month. I'm fully loaded with tech stocks in A-shares, and it's been a 50% gain in a month.
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The result of A-shares constantly churning within the tech sector. 56% this month.
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Huifeng Diamond, daily "shazi" trading strategy
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$Eoptolink(300502.SZ) Suzhou TFC Optical Communication surged eight percentage points. The A-share optical communication sector hits new highs every day, while the US stock optical communication sector is really the trash among trash.
On the news front, Citigroup raised the target prices for Suzhou TFC Optical Communication, Dongshan Precision, and Tianfu Communication, stating that the global optical interconnect industry's total market size could reach $92 billion by 2028, with a three-year compound annual growth rate of 65%.
Analysts including Kyna Wong said in the report that during this period, due to technology upgrades, the compound annual growth rate of the average selling price is expected to reach 18%. They raised the target price for Suzhou TFC Optical Communication by about 98% to 701 yuan, benefiting from the evolution of 3.2T/NPO (Near-Packaged Optics) technology. The target price for Dongshan Precision was raised by about 56% to 350 yuan, optimistic about its increasing market share in the optical chip/module field. The target price for Tianfu Communication was raised by about 32% to 419 yuan, as a core beneficiary of CPO (Co-Packaged Optics).
