Ru7longcrypto

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July is a big test month for memory storage. Yesterday, SK hynix’s U.S. stock ADR listed. A friend has been using a short via $SKHYNIX and going long via $SKHY to make a fortune. $MU has also pulled back more than 20% over the past two weeks. Next, there are major events coming up, including TSMC earnings, Samsung earnings, and SK hynix earnings, among others.
I’m still bullish on memory, because if an industry has real and massive profits, there’s no reason not to buy in.
I’ve been DCA’ing into SK hynix, Micron, and $DRAM.
MU-1.19%
TSM-0.61%
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Cursor mobile version is launched, it's amazing
Work efficiency maxed out🤗
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Strategy’s paper loss is approximately $132.62B USD, while BitMine’s paper loss is approximately $103.97B USD.
BMNR1.87%
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Keep the main line 👇7709
Go long on Southern 2x for SK Hynix 🤗
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Hyperliquid already supports pre-market pricing. In the 7/24 market, Micron’s earnings report exceeded expectations, and SK Hynix will also be listing its US stock ADR on July 10.
HYPE-2.63%
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If I'm not mistaken, $MU should be heading straight to the moon, first look at the 1500 integer level.
MU-1.19%
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GateUser-677d8523:
快上车!🚗
Today I spoke with a U.S.-based buy-side fund manager and整理了his views:
Non-farm payrolls mask white-collar layoffs (supported by data). Manufacturing + construction (including data center construction) continue to add jobs, but layoffs in tech/finance/legal/media white-collars are steadily rising in Challenger data. The total non-farm number looks good, but the structure has already裂开.
The essence of AI is actually “headcount replacement,” IMF/McKinsey estimates that AI will impact over 300 million jobs in the next five years, with U.S. white-collar workers bearing the brunt. Anthropic CEO is
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Chasing highs is just to verify that I am right; even if I am wrong, I still want to use my position to test the answer. When I say this, I even feel like I am a charming woman.
$O
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I study AI during the day, trade US stocks at night, and also find time to research cryptocurrencies, cook, do laundry, and work out;
And you, my friend, ask me at 1 a.m.: What is love?
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Regarding the AI industry chain, there is also a niche track: MLCC multi-layer ceramic capacitors.
The most basic passive component in electronic devices, responsible for stabilizing current and filtering noise. Each circuit board has hundreds to thousands of them.
MLCC used in AI servers/GPUs is much more than in ordinary electronic products:
• One NVIDIA H100 graphics card requires about 10,000+ MLCCs
• Ordinary mobile phones only have 1,000-2,000
Data center explosions have led to a surge in GPU demand, so MLCC demand has increased accordingly.
Main manufacturers, Murata Manufac
NVDA4.06%
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Want to find Alpha rather than Beta.
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GN, have a good sleep, my friends
The US stock market and altcoins are different; they won't go to zero
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The price of $H varies so much across different platforms. Congratulations to the teachers who made a profit.
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I’m really puzzled about one thing: why doesn’t Apple make AI? It’s almost like they don’t really even mention storytelling. If Apple put AI into all of their hardware, wouldn’t that mean countless walking “Doubao”?
AAPL-0.26%
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