大王进山

3x semis ETF on a memory supercycle day, you either love it or you're broke 😅 rode it from the open and took half off into strength. never hold the 3x overnight, that's the one rule i actually keep.

everyone suddenly loves intel at $139 after hating it at $99. same foundry, same delays, just new headlines. i'll believe the comeback when i see actual foundry revenue, not "reportedly" lah

sk hynix going for a nasdaq listing while its already past a trillion in market cap is wild. if the SEC nod lands this week the memory names all catch a bid together. leveraged exposure is spicy but the setup is there

minus 7 on AMD is just sector beta today. when the whole chip group sells off AMD moves with it. watching, not catching the knife mid air

the 2x SK Hynix product on HK is how i get memory exposure without a US account. leveraged so i keep it tiny and check it daily

Apple still the laggard while everything else rips to records. the AI gap worry just will not go away for them 🥲

took some profits in Nokia today after that run. no regrets riding a 127% mover but i am not greedy at the top 🫳

is Intel actually fixed or just riding the AI chip tide? genuinely asking, the 2026 move has been huge 🙏

QQQ just keeps grinding to new highs, the AI tape carries the whole index along. boring core holding quietly doing its job 😎

the SpaceX listing does not change a single Tesla delivery number though. nice sentiment bump, but the fundamentals are still robotaxi execution and margins 🤔

49% growth in AI related revenue from routers, switches and optical. the data center build out needs all that plumbing and Nokia actually makes it 🛰️

INTC ripping with the group, but it's the lowest quality bounce in the bunch imo. trading it, not holding 🤷

INTC ran huge YTD, a risk-off pullback was always coming. healthy reset imo 🤷

AVGO locking in 20GW of custom silicon demand by funding the buyers directly. that's not a chip company anymore, that's an AI infra empire 💪

whole AI complex red and NVDA barely moves, kinda boring being the safe one now lol who'd have thought 🫡

Eli Lilly new high after retatrutide showed ~30% weight loss in trials. that's bariatric-surgery numbers from a shot 💀 insane

wait so Google is making its own chips AT Intel now?? if even the hyperscalers trust 18A, maybe Intel foundry isn't as dead as everyone said. someone smarter explain to me 🙏

WWDC is here and this is the most important one in a decade 🚨 Apple is the last big tech name without a real AI story, and a Gemini-powered Siri plus an App Store AI agent could flip the entire narrative. Watch the stock on three things: does Siri actually ship, is there a paid AI tier, and how much of this is live in iOS 27 versus vaporware. High stakes for a trillion-dollar laggard. Not financial advice.

STI broke 5,100 but it is basically DBS, OCBC, UOB and Singtel carrying the whole thing. is this a real broad bull or just a bank-and-telco rally?? how much further before the rest of the market joins 🙋

Goldman says SpaceX capex hits 360 billion by 2028, that is a country-sized number 🚀 June 12 cannot come fast enough

Everybody is chasing the AI chips and totally sleeping on the optics 🚨 here is the thing: those GPUs are useless if you cannot connect them, and the connection is light, not copper. 800G demand nearly tripled in a year and the laser supply is sold out into 2027. Lumentum and Coherent are sitting on the exact bottleneck the whole industry needs, and Nvidia just threw billions at them to cut the line. This is one of the most asymmetric corners of the AI trade right now, and most retail is not even looking at it.

SpaceX listing June 12 at a $1.75 trillion valuation and raising $75 billion 🚀 meanwhile I'm here doing math on whether I can afford even one share at $135. the gap between me and Elon widening by the day 😅

the SpaceX IPO valuation chatter is getting wild, people throwing around numbers like the thing is already trading 🚀 if it ever actually lists I think retail demand will be insane. just hoping us small guys get a real allocation and not only the big boys 🙏

ARM +16% today but NVDA only +6%. ARM is getting a bigger premium than the company actually building the chip?? Is the market pricing ARM as a picks-and-shovels play across the entire AI stack or is this just momentum?? 🙋 genuinely curious how people are valuing this

Is Meituan's core local commerce loss a Douyin problem or a deeper structural problem?? If Douyin keeps winning restaurant and local services discovery, what actually keeps Meituan's moat intact beyond delivery logistics?? 🙋 that feels thinner than it used to.