脱贫尚未成功 同志们还需努力

Brothers, is there any chance the traders on the follow-the-trades leaderboard can make it? 🤔

🚀 BTC opportunity is here! I remain firmly bullish on BTC, and at this level I choose to keep building my position. When the market truly accelerates, it often doesn’t leave much time for hesitation. If you’re also optimistic about what comes next for BTC, you can start paying attention to your entry position now.

I’ve already taken action. What about you?

$BTC #ETH #bitcoin

🚀 BTC bears are gaining strength again!

At this point, I remain biased bearish. Pullbacks often don’t start only after everyone has confirmed.

I’ve started looking for possible entry opportunities—what do you think about the next move of this wave?

📈 Bullish on BTC
🔥 Let’s watch the market together as it changes

$BTC #ETH🔥🔥🔥🔥🔥🔥 #Biannce

#AI股持续上涨还有哪些投资机会

AI stocks have already surged so much— is it still too late to chase Nvidia?

My own view is that this AI rally may not be over yet, but what’s truly worth paying attention to next isn’t necessarily only Nvidia.

Nvidia’s latest quarterly revenue has reached $96.2 billion, up 106% year over year. Data center revenue was $89.0 billion, up 117%.

What this makes me focus on isn’t “how much more Nvidia can rise,” but another question:

With such massive AI compute capacity investment, what’s needed is definitely not only GPUs.

As AI model sizes continue to expand, behind the scenes you also need high-speed networking, optical communications, storage, servers, power, cooling, and data centers.

So rather than simply chasing the most popular AI leader, I’m more focused on opportunities for the AI industry chain to expand outward.

I’m mainly watching a few directions:

① Chips and compute: NVDA, AMD
These are the core infrastructure of AI, and market attention on this line is already extremely high.

② Networking and connectivity: AVGO, ANET
As there are more and more GPUs, how to let a large number of chips exchange data at high speed is just as important.

③ Storage: MU
With training and inference growing in scale, demand for high-speed storage and memory may continue to increase.

④ Data centers, power, and cooling: VRT, etc.
This is the area I’m more interested in. In the future, if AI data centers keep expanding, power supply, cooling, and supporting infrastructure could become new bottlenecks.

So I remain relatively optimistic about AI, but I won’t blindly chase after a rise in AI stocks.

Instead of trying to guess how much the next stock will go up, I’d rather observe one change:

When everyone is focused on “the ones that sell GPUs,” will the next phase of opportunities gradually shift toward companies that “sell shovels” to AI data centers?

Of course, the risks are also clear. If AI companies’ capital expenditures start to decline, or if current market expectations for AI growth are too high, these supply-chain companies could also see significant volatility.

If you were to reposition for AI today, which one would you choose?

GPU 🆚 Storage 🆚 Optical communications 🆚 Data centers/power

Right now, I’m more focused on the latter three directions.

$NVDA $AMD $AVGO $ANET $MU $VRT

#AI股持续上涨还有哪些投资机会

To be honest, it’s kind of embarrassing to post this.

My account is really almost out of funds. I can’t even scrape together a little bit of chips to start over again.

If there are friends in the plaza who are willing to support me with red envelopes, no matter how much, I’ll remember this kindness.🙏

I hope that once I’ve gotten back on my feet, I can pass this help on to the next person who needs it.

The market never rises in a straight line. Real growth always comes through repeated pullbacks and periods of consolidation.

A trough isn’t the end of the story—it may be the starting point of the next leg of the market.📈

Stay patient, respect the market, and wait for the light of the next bullish candle.₿

#Bitcoin #BTC #Crypto