XL2CSOPSMSN

Make friends with time

holding the basket instead of one name into micron earnings week. if the print is good the whole memory group moves together anyway, and i dont have to sweat a single 17% straddle

692% ytd on a memory name makes me nervous not greedy. when a stock goes parabolic like this the reversal is usually just as fast. trimming into strength 🫠

The planned strike at Samsung will likely cause memory chip prices to go up due to constraints in the supply of memory chips.

Micron should do well post earnings. I am expecting a pop post earnings as an exhaustion gap as price drifts higher into April/May.

The escalation of the Middle East conflict put a damper on the fragile stabilisation of the market. The situation there would be the major mover of the market.

Swarmer IPO is clearly speculation, itself is a micro cap stocks. With the ongoing war, there is alot of demand for speculating on drone stocks!

Trump just need to stop attacking and then the Iran war will just end on its own. HK market is controlled to be bearish, not interested. AI boom is still the bet, accumulate at appropriate time.

Cathie Wood's prediction is that AI will generate $10-12 trillion in revenue over the next 5-10 years, driven by accelerated productivity growth. She pointed out that U.S. non-farm productivity has already increased by 2.8% year-on-year, and with the widespread adoption of AI tools, this figure could double to 6%.

Agreed, the unleashing of productivity by AI is a mainstream trend in today's world.

I believe Cathie Wood is right, honestly AI will change the world, technology is a exponential function, it cannot be denied! The earnings speaks for themselves!

Even though Iran vows retaliation, the only parties attacking one another is US and Israel, no one else is joining to make it more messy. Everyone is already using up so many ammo. What more can they do to each other? Nothing! It's status quo~