HAZENLEE

The stick can’t hold up much longer
Hynix, you’ve got to keep going—hold on!
A nation’s vital instrument, the backbone of the nation!
Keep going, Sincerely!

Today, both storage and optical modules are completely dead, and the hot money should all be preparing to move into CBRS. As for those who chased the hype at high levels with FOMO before, they don’t know whether they’ll still be able to wait for the PLA 🤔

Recently, those who said they couldn't keep up in the crypto world are now switching to play US stocks. Now, they've quickly jumped in with full force.

Is it quiet again? Is it still the AI main theme of US stocks? Is it still the NASDAQ making new highs, and the S&P 500 in a long-term bull run? Is it still that NVIDIA’s orders are booming, and Microsoft, Amazon, Google, and Meta are all in a computing arms race? Is it still rate-cut expectations, looser liquidity, and a valuation reset for tech stocks? Is it still data centers, cloud computing, and AI applications surging across the board? Is it still semiconductors, software, SaaS, and cybersecurity taking turns to soar? Is it still the “seven giants” huddling together for warmth, with glob

Long-term storage shortages are just bullshit.
As long as Changjiang Longxin’s capacity ramps up and settles,
within three years, storage will be everywhere.
What the hell is Hynix’s last chance to offload their inventory?
Raising prices to clear stock is nothing new.
Once prices rise, everything magically “makes sense.”
So you just keep taking the bags—hard.

Capitalists are best at creating the illusion of supply and demand imbalance and congestion to slack off and produce less while gaining high profits. If you are the proletariat or petty bourgeoisie, by the time you realize it, it's usually already in the mid to late stage. You still join in the FOMO frenzy, desperately FOMO, originally hoping to leap up the social hierarchy, but one failed investment can cause you to fall down.

Your brain does not perceive the world; it filters the world.

Get ready, this week's big battle between bulls and bears!

Wang calls out to the Supreme Court
The 159 billion already collected will not be returned

Currently, U.S. stocks like Nvidia are consolidating at high levels, with new highs approaching, and mainstream stocks are all reaching new highs together. It feels like the same scene as 2017 and 2021 with mainstream cryptocurrencies.
But do we still have so-called mainstream coins in the crypto world now?
From 2024-2025, they have become what everyone calls "Old Deng Coins."
The crypto world has aged…🥹😭

SoftBank can’t raise money anymore;
Continuing to hold its observation position on NVIDIA at 220.
If it doesn’t keep increasing volume to break through, risks will emerge.
At this stage, the rise itself is the reason for the rise.