CrayonShin-Chan

#Gate股票畅聊季 $ANET It’s building “highways” for AI data centers—selling high-speed switches and networking systems to cloud giants like Meta and Microsoft. Revenue in the latest quarter surged 58.5% year over year, its fastest growth since going public. It has raised its full-year guidance four times this year and, for the first time, issued an outlook for 2027, expecting AI networking revenue to double. The bullish case is that as AI computing power keeps scaling up, data must move faster and more reliably between chips. Arista is perfectly positioned as a “picks and shovels” play, with tangibl

#美国10月CPI全面超预期 #每周来晒 October core CPI rose 0.3% month over month for the third consecutive month, with housing accounting for over 30%; food prices rose 0.5% after being flat, service prices strengthened, and Fed policy leaned hawkish. Only Waller publicly mentioned a 50-bp rate hike in December; Logan and others advocated faster hikes but did not specify the magnitude. Timiraos said the Fed might raise rates by only 25 bps while signaling consecutive hikes in December and January; Morgan Stanley viewed 50 bps as too aggressive, while Goldman Sachs’ base case was 25 bps, with expectations for

#WCTCS9 I opened a short position at 882 around 9 a.m. The price rebounded from 12 to 17 and nearly hit my stop-loss. I considered stopping out twice during the session, especially when looking at the 5-minute chart. But I managed to hold back in the end and stuck to the plan. After the 18–19 hourly candle closed, I knew I could keep holding. I closed the position shortly before 21:00 because the drop in the 20–21 candle was about the same size as the range of the nearby candles, so I figured it would leave a lower wick. Also, the market was due to open in a little over an hour, and I was worr

#韩股涨超5% #每周来晒 I think this move looks more like a sentiment recovery after an excessive selloff, not the start of a new rally. Foreign investors have only returned for one day, retail investors are still selling, and concerns about AI regulation have only eased, not actually gone away. So I don't think this is a reversal. Samsung and SK hynix have high upside potential and could be held in small positions, along with construction, insurance, shipbuilding, distribution, and enterprise AI applications. You can't bet everything on AI.$Samsung Fire & Marine Insurance $Samsung Life Insurance ‌

#Gate股票畅聊季 $AAPL Put simply, Apple makes hardware like the iPhone, Mac, and iPad, then collects “tolls” through services like the App Store and iCloud. In its latest fiscal quarter, both revenue and profit rose about 12%, and iPhone sales were strong. I’m bullish on it because its core strength is its ecosystem, and services have much higher gross margins than hardware; plus, Apple Intelligence has finally launched in China, so AI is no longer just talk. As a core holding, Apple remains one of the safer choices ‌

#广场交易达人 #WCTCS9 Still a short-term long position, using the same method: one candlestick, with a gain about the same as the nearby one. Close the position once it starts forming an upper wick. Don’t hold it for even one more second.$SUI

#广场交易达人 Trading CFDs with leverage cranked all the way up, my heart bungee-jumps along with the candlesticks. The volatility is like a roller coaster. Gains are amplified, but so are losses; set a conservative stop-loss and one little mistake can wipe out my position... To me, it feels more like gambling 😬

#Gate股票畅聊季 $DISCO A leading supplier of semiconductor dicing and grinding machines, with global market shares of 73% in dicing machines and 82% in grinding machines. A Huatai report lists it as a key beneficiary of advanced packaging capacity expansion. Capacity expansion in CoWoS and HBM, driven by generative AI, is its core growth driver, while automotive electrification (SiC) also brings incremental demand. HBM and advanced packaging require finer processing during dicing and grinding, where DISCO holds an almost monopolistic market position. Advanced packaging is one of the bottlenecks to A

#美国10月CPI即将公布 #每周来晒 One very important point is core month-over-month, expected at 0.2%. But the probability of a rate hike in December is already 78%, so 0.2% would just mean “no worse”; only a core reading above 0.3% would truly push rate hike expectations higher. BTC briefly plunged below 75,000 this morning, showing that leverage was already very fragile ahead of the data; a hawkish reading would mean a second test of this level. The Nasdaq fell 3.4% last week, and a hawkish reading would amplify valuation pressures. Gold is around 4,070; it’s not pricing in rate cuts, but rather “rate hik

#广场交易达人 I often feel that when my trading capital is small, or I’m only taking a tiny position, I can place trades carelessly and not feel bad about losing. That attitude is exactly what keeps making me repeat the same mistakes. No matter how much capital you have, you should value every entry. Trading casually won’t build discipline; it will only create bad habits. Before entering a trade, make sure you understand the rationale and have your stop-loss planned. Use small amounts of capital to work on your mindset and trading methods. Taking every entry seriously is how you grow.

#Gate股票畅聊季 $TSM TSMC is the global leader in wafer foundry services. Its core business is manufacturing advanced-node chips for customers such as Apple and NVIDIA, and providing CoWoS advanced packaging. It occupies a hard-to-bypass manufacturing bottleneck in the AI computing supply chain. Advanced-node processes now account for 79% of wafer revenue. In Q3 2026, revenue rose 50.9% year over year, gross margin was 66.4%, and full-year revenue guidance in U.S. dollars calls for growth of about 44%. HPC’s share rose to 68%, and AI demand “still far exceeds supply.” The bullish case is that, rega

#CPI数据前瞻 #每周来晒 CPI, or the Consumer Price Index, measures changes in the prices of everyday consumer goods and services and is used to reflect inflation. The US October CPI will be released the day after tomorrow, and it is the last inflation report before the Fed’s December rate decision. The current market consensus is for headline month-over-month inflation to fall from 0.6% to 0.3%, and core month-over-month inflation to drop to 0.2%. But the strong nonfarm payrolls data have already pushed the probability of a December rate hike to around 80%. If core month-over-month inflation is ≤0.2%,

#广场交易达人 I used to get itchy fingers every weekend, always feeling like I’d miss out on a fortune if I didn’t open a position. But the market would be dead in the water, and getting in meant getting chopped up—and sometimes even losing money. Today I held off and didn’t open a position, and I feel so much better. No need to watch the charts or stress out; weekends should feel like weekends. The market isn’t going anywhere—we can get back at it on Monday. Turns out, sometimes being flat is the best position. 😎

#10月非农数据聚焦 #每周来晒 Strong nonfarm payrolls make rate cuts less likely, and unfavorable interest rates continue to weigh on high-valuation assets. On top of that, Democrats have explicitly called for tighter data center permitting, while the incoming governors of Texas, Ohio, and Georgia have all pledged to limit or pause data center construction. Expectations for AI chip demand have taken a direct hit, with analysts estimating that up to 20% of planned data center capacity could be canceled. The earlier case for storage—“tight supply, insensitive to interest rates”—has been undermined: data cent

#Gate股票畅聊季 $AEHR ‌It makes wafer-level and package-level burn-in test systems specifically for AI ASICs and high-power chips. Revenue in fiscal Q1 2026 was $33 million, up 200% year over year. The company raised its full-year revenue guidance to $150 million, about three times the previous fiscal year’s figure. Burn-in testing for AI processors and silicon photonics accounted for more than 80% of revenue in the most recent quarter, compared with 56% a year earlier. Its market cap is small, and it is far less well known than Nvidia, but the more custom ASICs hyperscale cloud providers deploy,

#广场交易达人 I only opened two positions today. Trading less frequently does mean losing less, and you can’t watch the charts all the time, especially after opening a position. Not losing is a win. Lowering your trading frequency can also reduce emotional decisions and mistakes. Not watching the charts constantly after opening a position actually makes it easier to stick to your plan. Being able to control yourself is progress. Keep focusing on “trade less, master what you do, and avoid losses first”—it’s much steadier than trying to trade every day. $NVDA

#WCTCS9 It feels like U.S. stocks often don't wait around when they’re rising or falling; momentum is strong. Once they reach a key level and a trend takes shape, following it can still bring in a little short-term profit, except around the market open. But you still have to wait for the right moment and not rush in blindly.$NVDA

#美股史诗级抛售 #每周来晒 U.S. stocks plunged Thursday, with the Nasdaq falling more than 5% as AI and chip stocks slumped amid rising policy and regulatory uncertainty, growing doubts about returns on AI capital expenditure, and amplified leveraged liquidations. The market is increasingly worried that AI investments are failing to pay for themselves and that returns cannot cover costs. This is both short-term deleveraging and a deeper adjustment. Going forward, tech giants with strong cash flows and visible returns from AI are set to outperform defensive sectors and chip stocks. Tech giants are backed b

#Gate股票畅聊季 $UNH has the steadiest role in the healthcare group, not because it has risen the most, but because it has the strongest downside support. The consensus among 26 analysts is “Buy,” with an average target price of $476.64, representing 17.85% upside from the current price; Morgan Stanley raised its target from $529 to $531 in late October, and JPMorgan set its target at $524. The forward dividend yield is also a little over 2%, so holding it while policy developments play out isn’t too uncomfortable.

#广场交易达人 I only made one trade today. I spotted a few things I’d overlooked and closed the position as soon as I noticed them. I didn’t lose money, so I got lucky. This kind of trading shouldn’t become the norm. If you don’t understand the situation, don’t make impulsive moves. Keeping your hands off is more important than anything else. Take not losing money as a reminder from the market: review your trades and keep learning. Consistency isn’t about making big profits every day; it’s about making fewer mistakes each day. Don’t mistake luck for skill. Think it through before clicking next time.