MONTAGE TECH

$Rambus(RMBS.US) | 𝐑𝐚𝐦𝐛𝐮𝐬: Evercore ISI raises 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 𝐏𝐓 𝐭𝐨 $𝟏𝟕𝟐

$Rambus(RMBS.US) | Rambus Inc., Q1-2026 Earning Report

Source: Hardik Shah

Watching $MNSO(09896.HK), $CHERY AUTO(09973.HK), $MONTAGE TECH(06809.HK), and $LI AUTO-W(02015.HK) all lie flat together today, it's really hard to hold back my emotions. The drop is truly generous. I thought the semiconductor and auto sectors could hold up, but they ended up getting a harsh lesson. It feels like the capital isn't giving any face at all, and external factors aren't helping either. Looking at the tech growth line just makes me feel more and more uneasy. Now I just want to say: keep some base positions and watch the show with a Zen attitude. If you panic and reduce your position, your heart will turn cold. Does Hong Kong stocks really only have prayers left?

Wow! You have an extraordinary 90% rate!

I think many retail investors are still pulling into silver.

Skeptical about crypto earnings... can either go to the moon or down the drain again 😅

IMO there are better value out there than metals. And I am now leaning towards a higher probability of a general market pullback in the coming months. So personally am raising cash into this strength. Stay safe!

The narrative for the software sector is a lot more nuanced that the headline which triggered the indiscriminate culling across the board. Those who are trying to implement AI into the corporate workflow have a lot to consider than just the hype that AI can enable lay persons to write software. As the dust of the mass nuke settles, new narratives will emerge after the smart money has scooped up the previous gems.

The market is very choppy, more options will be good as implied volatility is high!

Stay away from metals! The volatility is over 100% which is insane! It makes no sense at all

The software industry is really being punished too much, it is clearly in over sold territory!

Excited for the crypto earnings, it will determine if bitcoin will recover further!

It is terrible that silver's entire gains are wiped out. Where did the money go to?

Nothing attracts me except, the fall in cryptocurrencies. I didn’t expect such a huge drop. Warren Buffett is probably sleeping soundly lately🤣🤣🤣. He is always a wise man.

Time is needed for precious metals to find a bottoming range for this early fourth wave. The parabolic third wave that follows market uncertainty is done IMO. Market is sorting itself out and deciding. Hence the sell off in risk on also. If capital flows back to risk on, it indicates confidence in economy and growth. If market continues selling off, recessionary fears are on the table. Stay safe!