Sophie999

Today's US Stock Market Observations | After AI Pullback, Funds Target Memory and Storage
Goldman Sachs raised its price targets for SNDK, WDC, QCOM, and AMD, while JPMorgan sees the semiconductor pullback as an opportunity. On the surface, it looks like institutions are bullish, but the real core is that AI data centers are still expanding. Behind GPUs, memory and storage are becoming new bottlenecks.
SNDK is the most typical case, with Q3 revenue of $5.95 billion, up 97% sequentially, and data center revenue up 233% sequentially. MU is even more dramatic, posting Q3 revenue of $41.46 billion

U.S. Stock Watch Today | #苹果 Prices Go Up, and AI Bills Get Added to the Shopping Cart
When I first saw Apple’s new pricing list, my first reaction was: this price hike is really harsh. MacBook Pro is up by 3,000 yuan, iPad Pro is up by 1,800 yuan, and MacBook Air is also up by 1,500 yuan—almost the entire Mac and iPad product line has been adjusted upward at the same time.
The underlying reason is that AI data centers are gobbling up a large amount of HBM, DRAM, and NAND capacity. Chipmakers are more willing to sell inventory to server customers with higher profit margins and larger order si

Today's US Stock Recommendation | #美光 AI Starts Grabbing Memory
Micron's Q3 revenue was $41.46 billion, up 346% year-over-year; adjusted gross margin was 84.9%, and next quarter is expected to rise to about 86%. AI servers are lacking not only GPUs; HBM, DRAM, and high-speed storage are also starting to bottleneck production capacity.
What really changes the company's value is 16 long-term customer agreements.
Customers commit to purchasing about 20% of DRAM and one-third of NAND, with a minimum contract value of approximately $100 billion. Memory previously depended mainly on spot price fluct

Just saw the short positions on BTC and ETH on @protocol_fx, with profits still at zero and funding fees, and checked out two DC communities, which seem pretty good.
@creativespeak2's position dashboard allows you to see specific trading data directly. Currently, it shows 31 short positions with a total size of about $243k, and an overall Book ROI of 32.9%.
The page not only provides these numbers but also allows checking each position's entry price, PnL, collateral, debt, and debt ratio. Some positions look profitable, but their debt ratios have already exceeded 80%, putting risk and reward s

Today’s Potential Stock | Zhipu AI: Performance Is Rising, and the Stock Price Is Moving Faster
Zhipu is a Hong Kong Stock, 2513HK. Its January issuance price this year was 116.2 HKD, and in June it briefly surged to 2,980 HKD. In less than half a year, it climbed over 20x, driven by model upgrades, the scarcity of pure large-model offerings, and investors’ enthusiasm for domestic AI.
The fundamentals really have improved. In 2025, revenue reached 724 million yuan, a year-on-year increase of 132%. Revenue from APIs and enterprise intelligent agents makes up close to half, indicating the compan

Today’s US stock recommendations | #SNDK AI starts paying for memory
SNDK only spun off from Western Digital in 2025, so this round of sharp rise is actually a combination of spin-off revaluation, NAND price increases, and AI storage demand. The larger the AI model, the more data generated during training, inference, and by intelligent agents, and storage has shifted from a background player to a front-stage role.
In fiscal Q3 2026, SNDK revenue was $5.95 billion, up 97% quarter-over-quarter; data center revenue was $1.47B, up 233% quarter-over-quarter, with gross margin rising to 78.4%. Howev

Daily Potential U.S. Stock | #CLS
CLS is up about 45x over the past five years, but what’s truly impressive isn’t the AI in its name—it’s that it has gradually moved from a traditional contract manufacturer into the core position of AI data centers.
Servers, switches, and high-speed networks all have to go through it. While others are still “selling shovels,” it has already begun participating in the design of mining farms.
In the first quarter of 2026, CLS revenue was $4.05 billion, up 53% year over year. Of that, the CCS business grew 76%, and HPS revenue was about $1.7 billion, accounting f

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