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Roundhill’s storage ETF, $DRAM , rose from 20 to 80 this year—a fourfold increase.
Their $LYTE also launched on 8/6, offering concentrated exposure to “optical interconnects” and “silicon photonics.”
It covers assets in both the US and China, with larger holdings including Marvell, COHR, Eoptolink, Zhongji Innolight, and CIEN.
Just go for it—this is a sector favored by Jensen Huang and the lifeblood of AI data center infrastructure.
DRAM-1.55%
COHR13.41%
CIEN2.16%
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I’ll keep bullish on Oracle: $200 in the short term, $300 in the medium term, and a stable $1 trillion market cap in the long term. Even if you don’t agree with my analysis, $ORCL ’s rise is inevitable. Ultimately, there’s no need to analyze or explain too much—just let it rise and be done with it ❗️
ORCL2.42%
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I see many people are still wavering over $ORCL 's debt issue.
Put another way, all this debt is his moat, got it? New players won't enter and compete in the market without sufficient capital.
Oracle at 300 and Oracle at 140 are essentially the same Oracle. A good price and a good company won't appear at the same time, so if you don't go all-in now, are you going to wait until 300 to go all-in?
ORCL2.42%
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The semiconductor sector can rebound,
and going long can also make money.
But as for the main trend, you’ll find that the ones able to keep rising into next year and become the dominant narrative
will be software stocks and cloud service providers!!!
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Meme-style post for the dead, and a “B-Share” post—go ahead and insult me however you want
I’m now infinitely bullish that Oracle will return to a market value of one trillion
Judging from market trends, it needs to be repriced in the cloud space—Amazon has already hit an all-time high, and Microsoft rose 20% after its earnings. The cloud giants have already pointed the way for you—just wait for the big truck to pull the little carts!!
The main theme of 2027 is for CSP to return to glory
$ORCL
ORCL2.42%
AMZN0.77%
MSFT0.00%
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Trust a KOL to go all-in on cryptocurrency based on a three-month market outlook
It might result in three years of not daring to invest 😂
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Black Monday
Black Tuesday
Black Wednesday
Damn it—the multi-army got set up by institutions, what the hell, damn it, damn it!
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For those going long, they’ll tell you that even -90% will come back.
Even if it goes to zero, they won’t admit it.
In a certain sense, they’re no different from gamblers—it's just that they often end up winning.
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This year, buying Nansfang’s 2x Helexi
brings the man 3x long positions in household chores,
5x working hours for work,
and 10x debt $SKHY
SKHY-3.90%
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What the fuck.
So the “SanDisk” you guys were talking about was Mycwadi $SNDK.
SNDK-3.74%
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Are you still dressing up? Think about what the problem is.
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Berkshire Hathaway’s Buffett: the stock market is like a casino
Then buy Google -15%
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The bull run returns fast, and swings are back—going all-in to store up for buying the dip.
Even the cancer-fighting group is more optimistic than the X users trading stocks.
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Storage is the sexiest narrative of this AI bull run
and it may also be the great retreat
the better the story trap, the more people get pulled in
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My goal is to earn 1 million Taiwan dollars through trading this year.
I still need 1.5 million Taiwan dollars.
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Cancer Da Meng Gong is the Taiwanese “White Hair Stock God”
Who’s for it, who’s against it
#Power Semiconductors
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Robots need to switch shifts and recharge every eight hours, and charging usually takes 2-4 hours. Are there any oxen or horses that work harder than robots??
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There’s also a Yuzu in the US stock market—an earnings report with wildly better-than-expected guidance—just surged +45% pre-market.
Citing Teacher Chuan Mu’s previous introduction:
$EOSE specializes in zinc-based, grid-level 4-10h energy storage equipment, suitable for providing reliable, long-lasting power backup for data centers.
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