Mr.Qiang

🍎Apple has started testing DRAM from #长鑫存储 (CXMT).
According to the latest foreign media reports, Apple has begun testing chips from ChangXin Memory Technologies (CXMT), which could potentially be used in some devices sold in the Chinese market in the future.
If it passes verification, this would be a milestone for CXMT.
Notably, it hasn't been long since Apple was first reported to be in contact with CXMT, and now it has already entered the testing phase — progressing faster than market expectations.
Institutions estimate that by 2028, CXMT's global DRAM market share could rise from 11% to 1

July 7 Crypto–US Stock Market 🇺🇸 Market Analysis ‼️ 【Crypto Big Opportunity】Bottoming out around the week before and after the July interest rate decision. BTC: end of 2026 at 120k.
【US Stocks】Yesterday, big tech continued to pull back. During the day, “yellow hair” shouted and it popped up somewhat, but it still kept falling into the close. #MU broke below 1000 USD and has already reached the 900 level. It’s still better to wait for the 866 level to add positions.
Conclusion 【Prepare to bottom fish】Strategy: ✅Bottom fishing✅ 【BTC】The momentum to push into the 65000–67000 range is in pla

#SK海力士 AI storage king to debut on US stock market this week
This could be the biggest money-making opportunity of the year, or the biggest bag-holding trap.
Key points at a glance: basics and highlights.
* Officially listing on Nasdaq this Friday (July 10th).
* Listing via ADR (American Depositary Receipt) while retaining its Korean listing status.
* Each 10 ADRs represent 1 ordinary share in Korea.
* This fundraising totals approximately $29 billion, setting one of the largest overseas company IPO records in US stock history.
* Global HBM (High Bandwidth Memory) leader, core beneficiary of t

July 5th Crypto-US Stock 🇺🇸 Market Analysis ‼️
【Crypto Big Opportunity】Bottom out one week before and after the July FOMC meeting, BTC: see 120k by end of 2026
【US Stocks】In a halt, related US stock tokens have low volatility.
Conclusion: 【Buy the Dip】
Strategy: ✅Buying the dip✅
【BTC】
58000 - If already holding, it is recommended to hold and wait for an opportunity to add to position
First upside target is 65000-67000 range, hold and wait
Already bought the dip, hold your chips
【ETH】
1510 - If already holding, it is recommended to hold and wait for an opportunity to add t

July 4 Crypto - US Stock Market 🇺🇸 Analysis ‼️
【Crypto Major Opportunity】Bottom will be reached around one week before/after the July FOMC meeting; BTC: see $120K by end of 2026
【US Stocks】During market closure, the biggest weekend positive is China's Jiangbo Long's storage earnings explosion of 622x-744x, storage is king.
Conclusion【Buy the Dip】
Strategy: ✅Buying the dip✅
【BTC】
58000: For those already holding, it is recommended to hold and wait for a chance to add positions
First upside target: the 65000-67000 range
Already bought the dip, holding the chips
【ETH】
1510:

The iPhone 18 Pro hasn't even been released yet, and the entire core supply chain has been leaked by "Brother India" 😂
The absurdity level is roughly equivalent to:
Apple is still writing its name on the exam paper, and India's Tata Group has already packaged up "standard answer key + supplier price list + parts procurement sheet"
and sent it all in one click to forums across the internet.
Rumor has it this isn't some small-time leak—
It's a full **630GB of data, 200k files** that hackers "opened and released" directly.
The iPhone 18 hasn't even been born yet, but the supply chain has already

Everyone who tells you right now that there will always be a shortage of storage is either stupid or malicious!
Let me say this first: I’m not denying that HBM is short right now, and I’m not denying that this AI storage round is truly intense.
But the three words **“always short”** are just an old script the capital markets have been running for twenty years.
First, don’t worship barriers.
The HBM threshold is indeed high. And today, only Micron, SK Hynix, and Samsung can make it.
But even if it’s impressive, at its core it’s still manufacturing.
When profits are high enough, capital dares to

Applying the logic of crypto trading to the U.S. stock market 🇺🇸
You'll lose everything down to the last feather!
The crash of $CRCL is because its profit model has been replaced. Over 140 industry giants have jointly launched a new stablecoin, OpenUSD (OUSD).
Participants include Visa, Mastercard, BlackRock, Coinbase, Stripe, and Google. After the announcement, Circle Internet Group's stock price once plunged 15% during trading.
What the market truly fears is not the security of USDC, but its distribution advantage.
In the past, Circle earned massive interest income from U.S. Treasury bo

Micron $MU vs. $SK Hynix
Who is the better buy?
SK Hynix is twice as cheap as Micron—this is the truly undervalued AI memory leader.
Micron and SK Hynix have nearly the same market cap, both around $1.2 trillion, but their valuations have diverged dramatically.
Based on FY2026 expectations, Micron’s full-year earnings per share (EPS) are about $73, with a forward P/E of roughly 15.5x; SK Hynix’s full-year EPS is expected to be about $219, with a forward P/E of only 7.9x—its valuation is nearly half of Micron’s.
Looking at FY2027, Micron expects EPS of $118, with a forward P/E of about 9.6x;

June 30 Crypto–US Stocks 🇺🇸 Market Analysis ‼️ 【Crypto Big Opportunity】The market may bottom out in the week before and around the July rate-meeting. BTC: 120k by end of 2026.
【US Stocks】Last night, big tech opened and plunged hard. #MU开盘一路跌幅在-10%左右，尾盘拉升维持横盘震荡格局。# MicroStrategy is the key focus for us. The low of 81.81 may already be in place. Wait for a second pullback to test the low—BTC is likely to break below to test 58000.
Conclusion 【Be Ready to Buy the Dip】 Strategy: ✅ Buying the dip
✅ 【BTC】First order: 3–5X leverage, place a limit order for 10% of the position at 58000.
【ETH】First

Elon Musk's $2 trillion SpaceX ($SPAC) will be added to the Nasdaq 100 index on July 7.
After being included in the index, it is expected to bring in $4.3 to $5 billion in passive buying.
In other words, if you hold the Nasdaq 100 index, you indirectly hold SpaceX as well.
However, SpaceX's weight in the index is less than 1%.
The reason is that its free-float market cap is only about $100 billion.
But the true significance of this event is not just the capital inflow, but the transformation of the Nasdaq 100 index.
This also paves the way for giant companies like OpenAI to be included in the

June 29 Crypto Market Analysis 【US Stocks】Tonight, US stocks still need to watch whether tech stocks can drive the index to continue repairing upward. Focus on whether the resistance at MU:1255 can be effectively repaired. If the repair continues, this level may become a high point for a period. Wait for adjustments to find opportunities. 【Bottom Fishing Trilogy】Bottom consolidation waiting for a false breakdown (established) point is not accurate Current spot BTC: 58115.01 Conclusion 【Breakdown】 Strategy: ✅ In a downtrend ✅ 【BTC】 Resistance: Around 61000 still exists 【ETH】 Resistance: Around

Musk personally wants to acquire an optical module company,
It’s very likely to deliver 10x potential returns,
Its market cap is only $431 million—pay attention to it.
Qiang Ge collected some key information.
The company’s name is $MESH (Meshflow Acquisition Corp.).
It was founded in 2025 and is headquartered in Chicago, USA. Currently, there are no actual operating business activities; its main task is to find a company to merge with and list.
All three founders of this company were former engineers at SpaceX.
Its core product is a 1.6T optical module, and its transmission speed is doubled co

Don’t just focus on AI! What may truly determine the next market cycle could be the power sector!
Whether you’re investing in U.S. stocks or A-shares, the power sector really is worth placing emphasis on.
Today, driven by both the AI wave and extreme weather, global electricity is becoming increasingly scarce.
Not long ago, the southeastern United States entered a state of power emergency; the UK even issued power supply warnings twice within a week; and domestically, plans have just been released to speed up the construction of a new type of power grid.
These events may seem to be happening i