Dolphin晴竹
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Dolphin晴竹
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🎁Goodnight💤
Dolphin晴竹
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Bullish$BNB 🎁✨
Weekends are meant to enjoy life~
Weekends are meant to enjoy life~
Recently I saw a discussion by Musk about SpaceX’s AI strategy. My biggest takeaway isn’t how much revenue AI can generate, but that the competitive logic of future tech companies may be changing.
In the past, when we looked at SpaceX, the market mainly cared about rocket launches, Starlink users, and commercial space.
$SPCX
But if we zoom out a bit, we can see that what Musk wants to build isn’t just an aerospace company, but a closed-loop system spanning energy, computing power, communications, and space infrastructure.
The ground handles model training, while space handles deploying inference.
The imagination behind it is this: in the future, the core of AI competition may not be just model capability, but who has access to cheaper, larger-scale, and more stable compute supply.
Of course, when the market prices the future, it also tends to discount or “prepay” expectations.
Whether AI revenue can actually materialize, how much capital is required to expand computing capacity, and whether space-based deployment truly delivers commercial efficiency—these will all be questions that need validation in the coming years.
But there’s no denying that AI is redefining the boundaries of tech companies.
Previously, when we discussed a tech company’s moat, we talked about users and data.
Now we may need to add another:
Who can control the infrastructure of the next intelligent era.
#spcx
In the past, when we looked at SpaceX, the market mainly cared about rocket launches, Starlink users, and commercial space.
$SPCX
But if we zoom out a bit, we can see that what Musk wants to build isn’t just an aerospace company, but a closed-loop system spanning energy, computing power, communications, and space infrastructure.
The ground handles model training, while space handles deploying inference.
The imagination behind it is this: in the future, the core of AI competition may not be just model capability, but who has access to cheaper, larger-scale, and more stable compute supply.
Of course, when the market prices the future, it also tends to discount or “prepay” expectations.
Whether AI revenue can actually materialize, how much capital is required to expand computing capacity, and whether space-based deployment truly delivers commercial efficiency—these will all be questions that need validation in the coming years.
But there’s no denying that AI is redefining the boundaries of tech companies.
Previously, when we discussed a tech company’s moat, we talked about users and data.
Now we may need to add another:
Who can control the infrastructure of the next intelligent era.
#spcx
I just looked around the board and noticed a detail:
Even though the broader market fluctuated today, AI storage names like SanDisk and Micron didn’t show any obvious signs of capital withdrawing.
The market hasn’t simply dismissed the AI main theme due to uncertainty in macro expectations.
The recent pullback in the storage sector hasn’t been that large, and it’s more about digesting the earlier rally and valuations rather than any change in the underlying industry logic. Expansion of AI servers, tight HBM supply and demand, and a reversal in the storage cycle—these are what ultimately determine stock prices over the medium to long term.
Of course, tomorrow’s early-morning CPI remains the biggest variable in the short term. Expectations are MoM 0.1% and YoY 3.4%, with core inflation staying relatively soft.
If the data comes in as expected or even below, the market may start re-pricing expectations for rate cuts, and risk appetite could rebound. But if CPI beats expectations, U.S. Treasury yields may rise, and high-valuation growth stocks will likely face near-term pressure.
In the end, CPI affects market sentiment and valuations; it won’t change the direction of AI industry development.
Today the market chose to look first at industry fundamentals,
and tomorrow it’ll see whether macro data will add fuel to this rally.
For this AI storage trade: in the short term it’s driven by sentiment, but in the long run it still depends on earnings delivery.🫡
Even though the broader market fluctuated today, AI storage names like SanDisk and Micron didn’t show any obvious signs of capital withdrawing.
The market hasn’t simply dismissed the AI main theme due to uncertainty in macro expectations.
The recent pullback in the storage sector hasn’t been that large, and it’s more about digesting the earlier rally and valuations rather than any change in the underlying industry logic. Expansion of AI servers, tight HBM supply and demand, and a reversal in the storage cycle—these are what ultimately determine stock prices over the medium to long term.
Of course, tomorrow’s early-morning CPI remains the biggest variable in the short term. Expectations are MoM 0.1% and YoY 3.4%, with core inflation staying relatively soft.
If the data comes in as expected or even below, the market may start re-pricing expectations for rate cuts, and risk appetite could rebound. But if CPI beats expectations, U.S. Treasury yields may rise, and high-valuation growth stocks will likely face near-term pressure.
In the end, CPI affects market sentiment and valuations; it won’t change the direction of AI industry development.
Today the market chose to look first at industry fundamentals,
and tomorrow it’ll see whether macro data will add fuel to this rally.
For this AI storage trade: in the short term it’s driven by sentiment, but in the long run it still depends on earnings delivery.🫡
Me and my gambling friend Be like🤣
Other people: Get a good university with 985
Us: Get a good position with 985
$SKHYNIX
Other people: Get a good university with 985
Us: Get a good position with 985
$SKHYNIX
🎁$BNB good night 💤
Dolphin晴竹
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Bullish$BNB 🎁
On this road of trading, the greatest enemy is never the market—it’s your own emotions.
Getting the direction right doesn’t necessarily mean you’ll make money. Controlling risk and staying patient are the keys to long-term survival.
Every stop-loss is tuition, and every review is growth.
Accumulate slowly; the market will eventually reward those who are willing to keep going.
On this road of trading, the greatest enemy is never the market—it’s your own emotions.
Getting the direction right doesn’t necessarily mean you’ll make money. Controlling risk and staying patient are the keys to long-term survival.
Every stop-loss is tuition, and every review is growth.
Accumulate slowly; the market will eventually reward those who are willing to keep going.
Verified
Nonfarm has already landed, and the market is starting to digest this report little by little.
In July, nonfarm payrolls added far fewer jobs than expected. Weak employment has warmed up rate-cut expectations again. But after the data came out, the market didn’t immediately celebrate.
$BTC has been oscillating around 64k, and $ETH has been moving back and forth around 1900. The price action is like someone waiting for an announcement—once the answer is finally seen, people start to hesitate.
The positives are real, but whether capital actually buys in is another matter. In many cases, data is just the trigger; what truly determines direction is the trading volume that follows and market sentiment.
The early-morning session is the most challenging. Those who want to chase the move fear getting the last baton. Those who want to short fear a sudden big green candle.
The market won’t change direction just because a piece of data is released. Big moves usually require capital to confirm step by step.
#SK海力士拟191万亿韩元投建M17工厂
Currently holding long positions in SanDisk and Micron ($SKHYNIX ).
Let’s see again tomorrow. Good night 😴
In July, nonfarm payrolls added far fewer jobs than expected. Weak employment has warmed up rate-cut expectations again. But after the data came out, the market didn’t immediately celebrate.
$BTC has been oscillating around 64k, and $ETH has been moving back and forth around 1900. The price action is like someone waiting for an announcement—once the answer is finally seen, people start to hesitate.
The positives are real, but whether capital actually buys in is another matter. In many cases, data is just the trigger; what truly determines direction is the trading volume that follows and market sentiment.
The early-morning session is the most challenging. Those who want to chase the move fear getting the last baton. Those who want to short fear a sudden big green candle.
The market won’t change direction just because a piece of data is released. Big moves usually require capital to confirm step by step.
#SK海力士拟191万亿韩元投建M17工厂
Currently holding long positions in SanDisk and Micron ($SKHYNIX ).
Let’s see again tomorrow. Good night 😴
$BNB 🎁
On this road of trading, the greatest enemy is never the market—it’s your own emotions.
Getting the direction right doesn’t necessarily mean you’ll make money. Controlling risk and staying patient are the keys to long-term survival.
Every stop-loss is tuition, and every review is growth.
Accumulate slowly; the market will eventually reward those who are willing to keep going.
On this road of trading, the greatest enemy is never the market—it’s your own emotions.
Getting the direction right doesn’t necessarily mean you’ll make money. Controlling risk and staying patient are the keys to long-term survival.
Every stop-loss is tuition, and every review is growth.
Accumulate slowly; the market will eventually reward those who are willing to keep going.
Wait time verification logic✨💵
Dolphin晴竹
·
--
I recently went back and reorganized the AI industry chain and found a change:
In the past two years, the market has been fixated on GPUs and compute power, but as AI data centers continue to expand, new bottlenecks are gradually shifting toward “storage.”
Without enough HBM and high-performance storage, even the strongest GPU can’t fully unleash its capabilities.
So this time, I’ve chosen to focus on SanDisk and Micron.
SanDisk’s latest earnings report once again confirms AI storage demand, with its data center business becoming an important growth driver; Micron, on the other hand, is a core player in the HBM supply chain and continues to benefit from demand for AI acceleration cards.
Of course, the current valuation isn’t cheap.
The market already knows AI is the future—the real risk isn’t that there’s no story, but that expectations are too high.
My approach isn’t chasing momentum; it’s to look for opportunities for the next stage of AI infrastructure during market pullbacks.
Currently holding multiple long positions:
Around $SNDK 1200
Around $SKHYNIX 1050
Next, I’ll focus on three variables:
1. Whether AI capital expenditures continue to grow
2. Whether the storage cycle continues to move upward
3. Whether the leaders’ performance can keep being delivered
In the first phase, investors buy compute power; in the second phase, they may buy the infrastructure that supports running compute.
The logic won’t play out in a single day—so wait patiently for the market to validate it.
In the past two years, the market has been fixated on GPUs and compute power, but as AI data centers continue to expand, new bottlenecks are gradually shifting toward “storage.”
Without enough HBM and high-performance storage, even the strongest GPU can’t fully unleash its capabilities.
So this time, I’ve chosen to focus on SanDisk and Micron.
SanDisk’s latest earnings report once again confirms AI storage demand, with its data center business becoming an important growth driver; Micron, on the other hand, is a core player in the HBM supply chain and continues to benefit from demand for AI acceleration cards.
Of course, the current valuation isn’t cheap.
The market already knows AI is the future—the real risk isn’t that there’s no story, but that expectations are too high.
My approach isn’t chasing momentum; it’s to look for opportunities for the next stage of AI infrastructure during market pullbacks.
Currently holding multiple long positions:
Around $SNDK 1200
Around $SKHYNIX 1050
Next, I’ll focus on three variables:
1. Whether AI capital expenditures continue to grow
2. Whether the storage cycle continues to move upward
3. Whether the leaders’ performance can keep being delivered
In the first phase, investors buy compute power; in the second phase, they may buy the infrastructure that supports running compute.
The logic won’t play out in a single day—so wait patiently for the market to validate it.
$BNB 🎁👇1222 more, Sandisk takes off 🛫
Dolphin晴竹
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Bullish$BNB 🎁
1027-1186 $SKHYNIX
Hynix also closed the position as scheduled ✨
The most comfortable trading state is to make a plan in advance, then patiently wait for the market to play out.
Don’t chase after rising prices, and don’t panic. Hold firmly onto the profit that belongs to you.
1027-1186 $SKHYNIX
Hynix also closed the position as scheduled ✨
The most comfortable trading state is to make a plan in advance, then patiently wait for the market to play out.
Don’t chase after rising prices, and don’t panic. Hold firmly onto the profit that belongs to you.
$BNB 🎁👇Today 1050 has increased again for SK hynix
Dolphin晴竹
·
--
Bullish$BNB 🎁
1027-1186 $SKHYNIX
Hynix also closed the position as scheduled ✨
The most comfortable trading state is to make a plan in advance, then patiently wait for the market to play out.
Don’t chase after rising prices, and don’t panic. Hold firmly onto the profit that belongs to you.
1027-1186 $SKHYNIX
Hynix also closed the position as scheduled ✨
The most comfortable trading state is to make a plan in advance, then patiently wait for the market to play out.
Don’t chase after rising prices, and don’t panic. Hold firmly onto the profit that belongs to you.
I recently went back and reorganized the AI industry chain and found a change:
In the past two years, the market has been fixated on GPUs and compute power, but as AI data centers continue to expand, new bottlenecks are gradually shifting toward “storage.”
Without enough HBM and high-performance storage, even the strongest GPU can’t fully unleash its capabilities.
So this time, I’ve chosen to focus on SanDisk and Micron.
SanDisk’s latest earnings report once again confirms AI storage demand, with its data center business becoming an important growth driver; Micron, on the other hand, is a core player in the HBM supply chain and continues to benefit from demand for AI acceleration cards.
Of course, the current valuation isn’t cheap.
The market already knows AI is the future—the real risk isn’t that there’s no story, but that expectations are too high.
My approach isn’t chasing momentum; it’s to look for opportunities for the next stage of AI infrastructure during market pullbacks.
Currently holding multiple long positions:
Around $SNDK 1200
Around $SKHYNIX 1050
Next, I’ll focus on three variables:
1. Whether AI capital expenditures continue to grow
2. Whether the storage cycle continues to move upward
3. Whether the leaders’ performance can keep being delivered
In the first phase, investors buy compute power; in the second phase, they may buy the infrastructure that supports running compute.
The logic won’t play out in a single day—so wait patiently for the market to validate it.
In the past two years, the market has been fixated on GPUs and compute power, but as AI data centers continue to expand, new bottlenecks are gradually shifting toward “storage.”
Without enough HBM and high-performance storage, even the strongest GPU can’t fully unleash its capabilities.
So this time, I’ve chosen to focus on SanDisk and Micron.
SanDisk’s latest earnings report once again confirms AI storage demand, with its data center business becoming an important growth driver; Micron, on the other hand, is a core player in the HBM supply chain and continues to benefit from demand for AI acceleration cards.
Of course, the current valuation isn’t cheap.
The market already knows AI is the future—the real risk isn’t that there’s no story, but that expectations are too high.
My approach isn’t chasing momentum; it’s to look for opportunities for the next stage of AI infrastructure during market pullbacks.
Currently holding multiple long positions:
Around $SNDK 1200
Around $SKHYNIX 1050
Next, I’ll focus on three variables:
1. Whether AI capital expenditures continue to grow
2. Whether the storage cycle continues to move upward
3. Whether the leaders’ performance can keep being delivered
In the first phase, investors buy compute power; in the second phase, they may buy the infrastructure that supports running compute.
The logic won’t play out in a single day—so wait patiently for the market to validate it.
$BNB 🎁
1027-1186 $SKHYNIX
Hynix also closed the position as scheduled ✨
The most comfortable trading state is to make a plan in advance, then patiently wait for the market to play out.
Don’t chase after rising prices, and don’t panic. Hold firmly onto the profit that belongs to you.
1027-1186 $SKHYNIX
Hynix also closed the position as scheduled ✨
The most comfortable trading state is to make a plan in advance, then patiently wait for the market to play out.
Don’t chase after rising prices, and don’t panic. Hold firmly onto the profit that belongs to you.
$BNB 🎁
SanDisk is flying; it’s already 1400🥺$SNDK
Next, let’s see what happens with Hynix
SanDisk is flying; it’s already 1400🥺$SNDK
Next, let’s see what happens with Hynix
Just cleared 1264 to make $SNDK even, why is it still going up!
But I’m going to sleep now—lock in the gains.
Sleeping well matters more than position‼️😴
But I’m going to sleep now—lock in the gains.
Sleeping well matters more than position‼️😴
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