TaiBai

I feel that the semiconductor sector won’t be properly repaired for more than a few months, while the person at the top who bought storage doesn’t know how many years it will take to break even.

The whole world is falling.
Are Bitcoin’s situation and outcomes all trash?

Now that it’s come to this,
I still have to thank the country.
If it weren’t for blocking Futu and Changqiao for me,
I’d be like
the young people in South Korea now—
gone into the sea.
🥹
Now that it’s come to this,
go take a stroll around Seoul this weekend to clear your mind.

I trimmed the storage short positions this morning.
There’s only a little left—just a tiny hold.
Looks like we’re heading into a range-bound battle between longs and shorts.
I’m heading out first.
Longs and shorts, you go at it first—then we’ll talk after.

If one day China successfully breaks through EUV lithography machines,
ASML will lose 90% of the mature process market
and face bankruptcy directly.
Don’t ask me how I know—
because I’m shorting.
Shorting means you have to spread FUD.
$ASML

The significance of KIMI 3 being open source
It’s not meant for you to run the big model yourself
Snotty, sarcastic idiots everywhere—pretending to know how much money it takes to buy the hardware needed to run KIMI 3

Short essay on the thousand-character mark!
Changxin goes public
Why is it a stage bearish catalyst for the US-listed storage sector?
1. Industrial logic: Financing for expansion shocks the supply-demand pattern, compressing profit margins
Storage chips are highly cyclical and capital-intensive; profitability depends on supply discipline.
Changxin’s IPO fundraising will pour heavily into R&D and capacity expansion for advanced process nodes such as DDR5 and HBM, directly breaking the weak balance among Samsung, SK hynix, and Micron of “controlling utilization and protecting prices.”

Can you not keep blocking the rash?
Your original family just likes to keep blocking the rash.
They just love to snipe the bottom.
Isn’t 60k not enough to miss?
This is only down a little, and you’re already buying the dip.
If you keep sniping—go ahead and get wiped out.

Since things have turned out like this, the most sorry thing is the family.
🥹