リムル

If the broader market drops another 5 points, it feels like a good time to accumulate positions. Both the sector and the broader market would then be fully adjusted. Looking forward to Apple dropping 😭 $Invesco QQQ Trust(QQQ.US)

South Korea is closed tomorrow. If we dump it again tomorrow night, the Korean market will directly gap down 20 points on Monday, wiping out all the leveraged retail investors. 🤔 Then all that's left will be blood-soaked chips.$SK Hynix(SKHY.US)

For hardware now, good earnings reports don't lead to gains, but bad ones definitely cause drops. Currently, unless the big players continue to step up and increase capex, it will just keep falling or moving sideways. $Sandisk(SNDK.US)$SK Hynix(SKHY.US)$Micron Tech(MU.US) can only rely on $Microsoft(MSFT.US)$Alphabet(GOOGL.US) now 🤪

No bearish news found, just the underlying stocks continuing to lie flat. $Micron Tech(MU.US)$SK Hynix(SKHY.US)$Sandisk(SNDK.US)

$SK Hynix(SKHY.US) I thought there would be a premium for US stocks, but I didn't expect it to be 30 basis points 🙃🙃

Although you can't judge cyclical stocks by PE, but for this wave in storage, can it not even last 5 years? Hahaha 🤣 Then I'll accept it$SK Hynix(SKHY.US)

$Everspin Tech(MRAM.US) Add another 200 shares🤪

The feeling of profit-taking is indeed unpleasant, but I'm still bullish on the storage sector. It's just like stubbornly holding on to AI at the beginning of the year, haha. I don't know if there will be a good result in the end 😂$SK Hynix(SKHY.US)$Samsung Electronics (SSNGY.US)$Micron Tech(MU.US)$Sandisk(SNDK.US) However, it's a situation of longs killing longs now, so bottom-fishing requires caution.

Don't expect too much. Before SK Hynix listed on the US stock market, $Sandisk(SNDK.US)$Micron Tech(MU.US)$XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK) were not used.

$XL2CSOPHYNIX(07709.HK) is really strong, it wiped out the premium in just one day.

The buy-in point may need to be adjusted by another 10 basis points $Micron Tech(MU.US)$Sandisk(SNDK.US)

Woke up to a fantastic drop. The Meta thing was no surprise, I remember talking about it back in May. And I don't think it's because hardware isn't in short supply anymore, it's just that Meta thinks it can't recoup its investment in AI by doing it themselves, so they're selling some computing power. Currently, orders from major manufacturers haven't decreased, so it's all just noise.🤪$Micron Tech(MU.US)$Sandisk(SNDK.US)

I only have one view on storage: watch when Microsoft issues bonds. Once Microsoft issues bonds, I'm out of $Micron Tech(MU.US)$Sandisk(SNDK.US)$XL2CSOPSMSN(07747.HK)$XL2CSOPHYNIX(07709.HK)

The major trend is set, everything else is just noise. $Micron Tech(MU.US)$Sandisk(SNDK.US)$XL2CSOPHYNIX(07709.HK)$XL2CSOPSMSN(07747.HK)

Repeatedly jumping between feasting and getting beaten up, one day KTV, the next day ICU$Sandisk(SNDK.US)$XL2CSOPHYNIX(07709.HK)$Micron Tech(MU.US)

About to get a margin call 😭$XIAOMI-W(01810.HK)

$Cleveland Cliffs(CLF.US) add a position

As soon as the stock price falls, the ghost stories keep coming 🤪$Micron Tech(MU.US)$XL2CSOPHYNIX(07709.HK)$Sandisk(SNDK.US)

Please increase the intensity, start switching to 2x around 24 $XL2CSOPHYNIX(07709.HK)

Homogeneous holdings lead to sharp rises and falls (fortunately, there aren't many 2x ETFs and options$XL2CSOPHYNIX(07709.HK)$Murata Manufacturing(MRAAY.US)

$Cleveland Cliffs(CLF.US) fall more, fall more~ 🥳

Why do I think SpaceX is expensive but still buy some? Because it has shown me the infinite possibilities of humanity's future. The physical beauty of Starship intoxicates me.

$SpaceX(SPCX.US)

Get off, get off, switch to one times. Holding it gives peace of mind, two times makes you nervous.