Be cautious with leverage
1. The recent three major retail-investor concentrated sectors in the US stock market have been “flooded”: the lights went out, the storage was lost, and a spaceflight exploded.
These three little dammed-up lakes—both Musk’s “SPCX, dreaming for suffocation,” and the logic thinking of the stock gods like Bottleneck, and the AI god’s prophecy from MRVL worth ten thousand billion—have completely ignited retail investor hormones; they rush to max out leverage and stuff money into sacks, and the lanes are packed beyond belief.
Apple’s big tech shouting “memory is too expen

SPCX-3.14%

MRVL-8.61%

AAPL1.76%

NAS100-1.51%

DEEPSEEK-1.86%

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GateUser-919a92ac

06-29 13:44

RKLB acquires Motorola’s legacy Iridium
By merging with the ancient god Deng, the small rocket’s cost-effectiveness shows up immediately
PS: Direct satellite-to-phone communication from the big rocket is a pseudo-claim, and “space computing power” is also nonsense—but with traffic king, plenty of fans, and all of them big-eater fans, no matter how many pies they eat, they never feel full

RKLB-11.63%

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GateUser-919a92ac

06-29 13:15

Iniesta started his football journey by watching Captain Tsubasa.
Even if Japan loses to Brazil this time, it's not a big problem; they have already made history. If they stick to this system, winning the World Cup is only a matter of time.
More Asian countries also have economic and population resources to embark on a path of prosperity similar to European football.

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GateUser-919a92ac

06-28 04:51

Europe is truly the most holier-than-thou of them all.
1. Accepting refugees, almost changing the race, even the most conservative UK is turning green.
2. To protect historical buildings for tourists, they don't allow air conditioning even at 40 degrees.
What kind of spirit is this? It's inexplicable, except as Norman Bethune's spirit.

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GateUser-919a92ac

06-26 03:05

Musk: Someone, feed the young master a pancake.
Musk fan: I’m still a little hungry.

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GateUser-919a92ac

06-26 02:59

Weekly Summary 260626
1. Storage skyrocketing, Micron's performance exploding, margin exceeding $NVDA . After all end-device semiconductor and AI manufacturers paid the TSMC tax, they now start paying the storage tax.
It seems SK Hynix's performance will be even more explosive, but the acceleration is getting faster. Approaching the speed of light, how will the car stop? Will it be ChangXin (listing at end of July) and ChangCun?
2. The upstream supply chain surge has finally passed to the user end. $AAPL Phones and computers generally rose 10% (stock price fell 6%). $AMZN Cloud GPU prices ge

NVDA-2.36%

AAPL1.76%

AMZN-1.96%

MU-5.45%

AAOI-8.09%

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GateUser-919a92ac

06-25 06:58

Reflection:
2. Too much talk, can't get rich.
3. Read more, don't seek externally.

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GateUser-919a92ac

06-16 08:03

Learning is endless, I truly lack understanding, and I am indeed way off the mark.
SPCX200, 300, 500 are all reasonable; after all, dreams are priceless, and Mars is even less likely to have a price.

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GateUser-919a92ac

05-19 02:38

The AI industry chain is accelerating at both ends
To keep it brief, focus only on both ends
Upstream DDR: Changxin Memory's IPO, likely to replicate CATL's price war in batteries, but the real industry chain is not a single-threaded 1-second K-line with 500 directions; everything takes time to happen. Memory shortages will gradually ease within 1-2 years, and supply growth will reverse to surpass demand growth.
HBM: Changxin's long-term existence is still not feasible for now. Since SK Hynix, Samsung, and Kioxia dare to abandon the consumer market, it’s primarily due to long-term agreem

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GateUser-919a92ac

05-19 02:22

The AI industry chain is accelerating at both ends
To keep it brief, focus only on both ends
Upstream DDR: Changxin Storage went public, likely to replicate CATL's price slaughter in batteries, but the real industry chain is not a single-threaded 500-direction K-line on the chain; everything takes time. Memory shortages will gradually ease within 1-2 years, and supply growth will reverse and surpass demand growth.
HBM: Changxin Storage still can't do long-term storage for now; since SK Hynix, Samsung, and others dare to abandon the consumer market, it’s primarily due to long-term agreeme

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GateUser-919a92ac

05-09 14:13

See clearly < Place a heavy bet < Hold steady < Have good luck
Mary lives next door, it was fate all along

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GateUser-919a92ac

05-06 01:19

South Asian Technology: The three storage giants SanDisk, SK Hynix, and Kioxia, in March, invested a total of $2.46 billion in South Asia. These giants transferred mature process memory orders to South Asia, and mature process memory is also in high demand.
U.S. stocks/Korean stocks, memory has skyrocketed; take a look at Taiwanese stocks.

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GateUser-919a92ac

05-04 02:04

1️⃣ Starting from 2000: Desktop Internet
2️⃣ Starting from 2010: Mobile Internet
3️⃣ Starting from 2023: Artificial Intelligence
The common feature of these three waves of productivity transformation is information equality, and this round of LLM artificial intelligence even brings software equality, a more abstract level of information equality.
Internet access = information equality, has gradually been recognized as a basic human right by a small group.
Tier 1: Finland, enshrining in legislation the right of citizens to access basic internet;
Tier 2: Mexico and Greece, confirming

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GateUser-919a92ac

05-04 01:53

Since 2000: Desktop Internet
Since 2010: Mobile Internet
Since 2023: Artificial Intelligence
The common feature of the three waves of productivity revolutions is information equality, and this round of LLM artificial intelligence even brings software equality, a more abstract level of information equality.
Internet access = information equality, has gradually been recognized as a basic human right by a small group:
Finland enshrines the right to basic internet access through legislation;
Mexico and Greece confirm at the constitutional level that the state has a responsibility to pr

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GateUser-919a92ac

04-25 17:41

Common sense can become unfamiliar and yet incredibly precious because of the loss of faith; this is a real paradox.
Heaven and Earth are the furnace, creation is the craftsman, yin and yang are the charcoal, all things are copper.
All things are travelers passing through, guests of a hundred generations, not preserved by Yao, nor destroyed by Jie.
From Obama's release of the Black Lives Matter awakening virus, to Trump's loud calls and the abstract head-shaking tactics to avoid defeat.
From HK actress Zhu Yin, a devout Christian who boldly refuses premarital sex, to the contrast of an

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