vcov

#KORU The Korean market has been a little too enthusiastic lately.

Samsung, Hynix, AI, HBM—it feels like Korea’s semiconductor industry is back in its golden age.

Bulls from all sides are fired up, as if the Korean economy is about to take off again any minute now.

I looked into it and decided I’d rather sit this one out.

After all, no matter how much Samsung rises, it can’t guarantee my KORU short will work out; and no matter how impressive Hynix is, it can’t take the drawdown for me.

I respect the golden age of Korean semiconductors.

But this time, I’m choosing to go short.

Of course, it’s not that I’m bearish on Korea.

On the contrary, I’ve decided to switch lanes:

Short KORU, go long on Korean girls.

Stocks can fall, but I can’t afford to be out of love.

I’ll leave Samsung and Hynix to the bulls and do some fundamental research on Korean girls.

After all, chips have cycles; a girl’s smile might not.

Surely I’ve picked the right investment this time, right? 😂

In just 3 months, easily break even #MU

#币安神算子 123

Value Investing
SCI (Service Corporation International) is the leading funeral services company in North America. Although the business may seem “niche,” its key characteristics are rigid demand, high industry concentration, and its cemetery pre-sales business can generate relatively stable cash flow.

In 2026 Q2, the company reported revenue of $1.103 billion, up 4% year over year. Adjusted EPS was $0.90, up about 2%. Operating cash flow was $239 million, up 43% year over year. Even more worth noting is that the company raised the midpoint of its 2026 adjusted operating cash flow from $1.035 billion to $1.085 billion, while keeping its full-year EPS midpoint guidance at $4.20.

Logically, SCI is a classic “low-growth + high cash flow + long-term compounding” business. The main takeaway is not explosive growth, but rather pricing power, cemetery pre-sales, cash flow, and buybacks/dividends.

Of course, the valuation implied by the current stock price, the interest rate environment, and changes in the mortality rate are all factors that are worth continuing to invest in #SCI #美股投资 #BTC

Recently, I've noticed that Micron's performance is becoming increasingly noteworthy.

As one of the leaders in the global storage chip game, Micron is directly benefiting from the surge in demand for HBM, high-performance memory, and data centers driven by the AI wave. Market feedback indicates that the ongoing expansion of AI servers is pushing the storage industry into a new bull cycle, and Micron is right at the heart of it.

However, behind the rising stock price, there are also challenges. The market's expectations for future performance are already high, and if demand growth slows down or industry competition heats up, volatility could ramp up significantly.

What I'm more focused on is whether the AI frenzy is just a short-term emotional push or if it will become a sustained growth engine in the coming years.

For Micron, this might not just be a storage company, but a key player in the AI infrastructure race.

@Crypto小胖 The host is on fire, with two accounts opening positions at 1038 and 1021.

BTC has been hovering around 63000 for a while now, and I’m starting to think this isn’t just a simple consolidation.
When everyone is waiting for a massive drop to buy the dip, the market often doesn’t hand out opportunities easily; when folks start believing the bull market is back, the reaper might already be raising his scythe.
Right now, the most interesting part isn’t the price, but the sentiment. The bears think we haven’t hit the bottom yet, while the bulls are convinced we’ve already found it. Both sides have valid points, but the market doesn’t care about logic.
I’m more inclined to believe that before a significant rally kicks off, there will definitely be a shakeout that makes most people question their existence.
Is 63000 the bottom? Or is it a stronghold for the big players?
Time will tell.
Before the answer appears, managing your position size is more important than predicting the direction. $BTC

Yesterday, I took a look around the market and suddenly noticed something interesting.

With Bitcoin pumping to this level, the ones feeling the most pain aren't the shorts.

It's those who have been waiting for 80k, 70k, or 60k.

When BTC was at 40k, they said they'd wait for a pullback.

When BTC hit 60k, they were waiting for a crash.

At 80k, they were claiming the bubble was too big.

Now, as the price keeps climbing, their USDT is just getting more anxious.

Many folks think they're waiting for an opportunity.

In reality, they're just waiting for a buy point that will never make them comfortable.

Because there's a harsh truth in the market:

True bull runs never give the majority a comfortable entry.

If everyone thinks it can dip 20%, it often just takes off.

If everyone believes it has to hit 200k, then a washout isn't far off.

That's why I increasingly feel:

The greatest value of Bitcoin isn't in its ups and downs.

It's in how it constantly reveals human weaknesses.

Greed, fear, hesitation, regret.

Every cycle of bull and bear plays out again and again.

Prices change, but people don't.

The current market is particularly interesting.

Bears are afraid to short.

Bulls are hesitant to chase the highs.

Hodlers are scared of a pullback.

Those in cash are scared of missing out.

Everyone's uncomfortable.

And often, it's at times like this that the real action is just beginning.
@Crypto小胖 跟着爱播爽吃