蓝调的阿冰

You always say that when I choose stocks, I pick the right sector but the wrong individual stocks.

For optical modules, I chose MRVL. I held it for a week to break even, and then the next day it surged to 240, reaching our original target of 245.
Another pick was COHR. Luckily, from 330 to 360 I took a few bites on the swings, but the magnitude wasn’t as good as LITE.

For storage, I chose Micron. My holding experience wasn’t as smooth as using SanDisk. Later, after Micron released good news, I decided to gamble on MU. At the 920 level, I traded back and forth, and I’d say I didn’t miss out.

For cryptocurrencies, after I personally opened 20 lots of Ethereum at 1946 and missed the chance to sell well, I looked for mainstream coins that might explode. I found my favorite—XRP. After the first wave of the rally, I bought directly. Meanwhile, the contracts on the neighboring exchange were still held. Today, Ethereum is up 4%, Bitcoin is up 5%, and XRP is up 21%.

What I want to say is: there’s no such thing as whether choosing the underlying asset is “correct.” The real question is whether you’re willing to hold it—whether you’re willing to follow your own logic and trade according to it. Thankfully, we stuck with it until the result.

Wishing you smoother and smoother trading going forward. Thank you, market. Respect the market.
$XRP

No more to say—everyone’s talking about it, the livestream is running too, and I’m running it as well. Community tips aren’t fake.
Lite breaks to new highs
Optical modules continue to strengthen

As the saying goes, continuing from yesterday, I bought an A MEME COIN and GRASS last night.
The former went up 150%, and the latter 60%.

Over
Here, there are mostly rh diamond hands and old-money players; for ordinary people, the opportunity to make money lies in these two market phases.

Buying gradually is also betting that it will be released slowly around 20m and 50m.
Keep holding onto it.
Then you realize: Big D (Chinese front car) bought at 6m,
ban (English front car) bought at 7m.
So then the next step—
go for 50m.

The grapes aren’t fully ripe yet—you need to wait, and wait some more~
#美联储加息概率升至68% $AVGO

Either it's a Robinhood chain bull market—found two random ones and both doubled on Douyin. Let's finish the round and see how far it can run.

Let me explain here:
The three layers of Robinhood.
The first is the meme tokens we're familiar with.
Second is the on-chain infrastructure: Arcus is perps, Pons is a launchpad (similar to Pump), and DEX is Up.
The last layer comes down to stocks—Hood.

A few days ago I found out, but I got on too late. Otherwise, buying the second-layer tokens would also have doubled.

The oil-sprouting lettuce I bought a few days ago—does that count as laying an ambush in advance?

Live stream ARM to the top
Online rolling storage INTC
Still questioning my choice?
$INTC

255提示减仓，当所有人不看好美股不看好英伟达，我用我的判断狠狠打你的脸，喊着做多英特尔和ARM
Starting last week, everyone’s attention has shifted back to crypto. On the weekend, I warned that this week would have a “golden dip” to go for a big rebound—so since we have positions, we just need to be patient and wait！！！
I hope everyone can make a huge fortune whether in crypto or in the US stock market！！！

Posts from a fan. The top five orders are ones that have been emphasized by the community again and again—especially XRP. With a bigger-picture mindset, the group buddies took the car in the middle; when the first root at 1.068 was triggered, they were shouting to buy. Throughout the livestream they kept topping up with faith. Seeing you guys make money makes me happier than anyone else, really!!!

Don’t make me chase another fake—I honestly can’t react fast enough.
Even here with encryption, we’ve also hit 90%, and the main uptrend is starting.
Going forward, the perspective will gradually return to the stocks in our usual lane.

Over the past few days, the Nasdaq has been dropping quite a lot. Over the weekend, the news about NVIDIA AI servers being raised in price by 15% caused quite a stir. On top of that, this week’s NVIDIA and Micron/Micro… (Mavier) earnings reports were sent out one after another—opportunities for lightly positioned entry on the left side are coming.

$NVDA $AAPL

Win win win！！！！！！

Also, with the fartcoin trades, we’re making profits of dozens of points
Hey everyone in the community—are you feeling comfortable now?

Bought a long position on XRP as a base at 1.068, but I didn’t expect it to move so fast that it didn’t fill out
Last night’s livestream—right after the first breakout candle, I went in immediately
As I said before: if you can’t hold it, go ahead and hold a screwdriver, okay

Authoritative—played around for a while and came back, and then launched as a trend!!!

Still some hype, hype at the daily level—keep adding more

The market’s strong—I’m also willing to look for opportunities.
Hold on to the Micron and Ripple you have.
An uptrend on the daily timeframe won’t end in a single day.
If you didn’t enter, didn’t watch the live stream, and aren’t in the community—
I won’t blame you.
But I don’t want you to come here to short.
Let them
walk around a bit,
walk around a bit.

Why did SanDisk keep surging higher in the past few days?

In this round of SNDK’s rally, I think the market is no longer simply trading on “rising storage prices,” but is instead revaluing SanDisk.

First, at the Sandisk Investor Day, the company presented more aggressive long-term growth targets and profit margin expectations, strengthening market confidence in the company’s future profitability. Second, by locking in some demand ahead of time through multi-year customer agreements, it also implies that future earnings volatility may be reduced, and the cyclical nature of the traditional NAND business could be gradually weakened.

More importantly, there is the AI logic. As AI servers and data center scale continue to expand, demand for high-capacity, high-performance storage is growing rapidly. NAND is no longer just a storage product for traditional consumer electronics—it is becoming an important component of AI infrastructure. SanDisk is also rolling out new technologies such as HBF, giving the market fresh room for imagination.

So the core logic behind this rally can be summarized as: AI storage demand rising + NAND cycle improving + long-term contracts locking orders + profit center moving up.

Whether the stock can fully transition from a cyclical stock to an AI infrastructure play will take time.

That said, in the short term, the share price has already risen quickly, and the good news is being priced in at an accelerating pace. We can continue to watch the long-term thesis, but at this point, more important is controlling the pace—manage position sizing and reduce exposure step by step.

A gentle breeze~ feels so good~
The livestream opened; DRAM 58 ran away.
I opened KORU and made more than $300; COHR also made a few hundred dollars.
The rest—I'll look for an opportunity next week.

On the weekend I can go out and have some fun~