Cathie Wood bought 260,020 shares of RXRX and sold 65,246 shares of ROKU today.

Nasdaq down -0.43%, S&P down -0.10%

U.S. stocks' performance last night was flat as water, with most tech stocks falling. Not sure if it was waiting for Micron's earnings report. After the report came out after-hours, they all rose in unison. At least the earnings beat expectations, giving AI another shot in the arm.

Micron then released its earnings report, with third-quarter revenue growth as high as 346%, and gross margin reaching a staggering 84.9%, far exceeding market expectations. After-hours, Western Digital rose over 11%, SanDisk rose over 10%, Qualcomm rose over 10%, Seagate Technology rose over 8%. Woke up to DRAM directly pulling up, last night it was just bouncing around 70 for most of the time.

The U.S. CEO also stated that our customers have realized that although we expect industry supply to gradually improve by 2028, the storage supply shortage will still take a considerable amount of time to ease.

Thanks to our company's products, coupled with the storage boom, I quickly caught up on our company's memory expansion card. It expands 2 DDR5 slots, and after plugging it in, it doesn't change the pcie5.0 ×8 speed. That means each channel runs at 256Gb. It's quite popular in the server or related storage fields. But there's a problem, it would be even better if it could support pooling functionality.

Now DDR5 is the current mainstream market, but it's just too expensive. DDR2 can still be seen in some old machines, DDR1 is basically obsolete, and what can still hold up now is DDR4. I'll show you the optical modules when I have a chance, many people still don't understand optical modules.

Cathie Wood bought 99,154 shares of CBRS, 7,293 shares of LLY, 21,275 shares of TEM, 260,020 shares of RXRX, 50,900 shares of GENB, 31,998 shares of ALMB today.

Sold 65,246 shares of ROKU, 57,358 shares of SRTA, 296 shares of Baidu, 29,686 shares of TWST, 675,357 shares of ABSI.