Devin阿文

$APR snack bite

All good—left it

Earn some pool money #APR

Can AI generate a manhua/comic series? I have to deliver food.

What happened to meme coins these days?
This morning I saw the coin BLUAI suddenly surge by 124%—it’s already close to its highest point at the time it was issued, and another batch of people who cashed out in profit has appeared.

#BLUAI

No, has the gym already developed into something like this?

Brothers, DCA is definitely a great habit. Most people can’t buy at the absolute lowest point, but they can definitely buy at the highest point—so everyone, start DCA! #SPCX

The oil prices have gone up again—if you need to refuel, remember to fill up in advance. At the highest, I once paid 9.02 per liter. Now I’m going to refuel 🥹

Less than 48 hours left—tomorrow at 2:00 a.m., the market’s direction is decided directly:

If the interest rate drops below 3.5, money will pour in and all kinds of markets will surge wildly;
If the interest rate stays at 3.75, the market will be pretty steady and not much will happen;
Once the interest rate goes above 4, money will flee and the market will drop sharply.

The core logic behind the industry’s rise

Micron (MU): the most profitable company in the entire industry, with a gross margin of 84.6%, an operating margin of 80.4%, and profits that are far ahead of all others.

SK Hynix (SKHY): the leading player in high-end HBM memory, with an operating margin of 72%, and profitability that closely follows Micron.

NVIDIA (NVDA): the absolute leader in AI GPUs, with an operating margin of 64%; it also holds a massive $119 billion in cash, with exceptionally strong financial reserves.

TSMC (TSM): exclusive foundry services for high-end chips—like a toll checkpoint for the entire industry, with an operating margin of 53.2%, delivering steady, reliable returns.

Broadcom, Ansys, KLA, Universal Scientific Industrial (USI): quality companies in their respective niche tracks, with operating margins uniformly in the 40%-49% range; their profitability is upper-mid and very stable.

AMD: a direct competitor to NVIDIA, without exclusive core advantages; the profitability gap is enormous, and its operating margin is only 11.7%, meaning its ability to generate profits is far weaker than that of the top companies.

$ASTER So steady—over a long period of time, it has always kept this price. When BTC goes up, it’s still this price; when BTC drops, it’s still this price too. The fluctuations up and down don’t exceed 5%. Is it meant to develop into a stablecoin?

P.S.: Honestly, I kind of want it to drop a bit more so I can keep topping up. But right now I have absolutely no desire to buy more...

Oh my god!

Isn’t this a bear market? Why is everyone around me making money?

Am I the only one losing money?

Brothers, come join this—there’s free money you can grab

bStocks event rules:
Make a single transaction of at least $1,200 to get 3 lottery entries. Together, we’ll share the $50,000 SPCXB reward!

I played three times: two of them shared SPCXB, and one was $1.8

Give it a try—see you in the comments
🍀