聪哥说说

SOX Index (SOXL benchmark underlying) all 30 constituent stocks (latest 2026) $SOXL

AI/compute chip design

1. NVDA NVIDIA AI GPU
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2. AMD AMD CPU/GPU
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3. AVGO Broadcom server networking chips
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4. MRVL Marvell switch chip
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5. ARM Arm CPU architecture IP
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6. RMBS Rambus memory IP

Memory chips

7. MU Micron DRAM/NAND

3. Semiconductor foundry services

8. TSM TSMC ADR
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9. GFS GlobalFoundries mature process foundry

Semiconductor equipment (upstream core)

10. ASML ASML lithography machines
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11. KLAC KLA automated inspection equipment
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12. AMAT Applied Materials deposition equipment
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13. LRCX Lam Research etching machines
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14. TER Teradyne semiconductor test equipment
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15. NVMI Nova measurement equipment

5. Electronic materials/optics

16. ENTG Entegris electronic chemicals
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17. COHR Coherent laser optical components

Analog/power chips

18. TXN Texas Instruments general-purpose analog
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19. ADI Analog Devices high-precision analog
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20. MPWR Monolithic Power Systems power IC
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21. MCHP Microchip MCU microcontroller

RF/communications/automotive-grade chips

22. QCOM Qualcomm mobile baseband RF
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23. NXPI NXP automotive MCU/RF
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24. ON ON Semiconductor power semiconductor
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25. SWKS Silicon Laboratories? (Skyworks?) RF front-end
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26. QRVO Qorvo RF power devices
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27. MTSI MACOM optical communication RF

High-speed interconnect / optical communication

28. ALAB Astera Labs high-speed SerDes
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29. CRDO Credo high-speed data chips

Power semiconductors

30. NXPI NXP (automotive-grade leading)

I took a look and it seems maybe because the US and Iran didn’t reach an agreement, and they’re preparing for war again—sigh. When war breaks out and there are sudden events, the first thing people sell off is these high-risk assets. Everyone should pay attention to your positions. Don’t open leverage so big. #美国对伊朗发动新一轮打击 $BTC $ETH

I suggest that everyone should not go play copycat coins anymore. I know that seeing a copycat coin jump or fall by several dozen percentage points all at once feels really good, and with leverage, I’m telling you: as long as you make the wrong move in direction even once, you’re done. Now I’m trading US stock futures—low leverage—slowly playing. $SOXL
$SOXLB #海力士ADR申购获超额认购

To be honest, I'm timid, I'll just take some spot inventory instead #zec #现货

Is there still a chance? #ETH will it explode?

My goal is to achieve 100% profit weekly, which means 15% daily, 3 times a day, and each time is 5%. With low capital and low leverage, is this feasible? #ETH

Will it liquidate? #ETH

Will there be a liquidation? #ETH

Will #ETH explode?

Do we still need to resist?

Steady as an old dog, my ant warehouse

I am still bearish

Open 10 times, earn 5%, set stop profit and stop loss, do not operate from 9 PM to 2 AM, my thinking

Good news or bad news?

Now it's rising. I shorted at 3200 #ETH

What to do What to do #ETH has risen

100 yuan principal
Earn 3% each time and exit
Always use full position
Set a stop-loss
Can this be played?

Just took a nap and forgot to place the order, missed #ETH

#ETH is still okay to watch, lost 20%, closed

Just now 3851 went long and then continued to drop #ETH