Elizabeth 77

Qixi Festival Message
On this auspicious Qixi, let goodwill be the bond; the Bright Community gathers kindhearted people together.
Hand in hand, we follow the path to prosperity; LUCIC keeps us connected by a thread of fate.
May blessings and wisdom walk together—fortune grows strong. Catch the breeze and build our dreams, sailing onward together.

🌷On the seventh day of the seventh month, happiness arrives as promised 💌
On Qixi—the most romantic festival of the year 🌙

On this day filled with love ✨
May lovers eventually become each other's lifelong partners 💞, growing old together 👩‍❤️‍👨
May those with hearts love with courage, free and at ease 🍃
May those who are in love love even more 💛, and those who aren't love themselves ❤️

May romance last beyond Qixi 🌃, but also in the everyday moments, day after day 💫

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#闪迪股价涨近14%

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I keep every moment we spend together, every smile in the deepest place of my heart❤️

Being understood is a rare happiness in this world 💫. Wishing we all have steady emotions 🌿, and overflowing favoritism 🌷. Good night 🌙✨

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#SpaceX股价涨至140美元

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Good morning☀️
Stay clear-headed and composed, and let your inner world settle.
Don’t rush to achieve success—wait quietly for the right moment🌱
In life and investing, keep your rhythm steady; time will surely reward you💫

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#全球股票基金净流入186.2亿美元

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💥 Hooray, 10,000 subscribers milestone reached ✅

To celebrate, I’m launching a Red Packet for 9,999 spots just for you ❤️

Thank you! 🥳

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🌹Thank you for helping share and repost THS 🌹
This image is a screenshot from the plaza fans.

After the rain, the air feels fresh and clear; may your heart also be gently illuminated.

$BNB The best benefactor in life is a high-quality circle of people.
The best investment opportunity is a transparent and altruistic target.
Just like the Binance platform of <a>@Yi He </a>, which builds global financial infrastructure and adheres to the transparent and altruistic philosophy—turning Binance into the boss of the universe!
As an excellent circle on the square, the Bright Community @光明社区-明道 follows the transparent and altruistic理念, and has turned the LUCiC consensus into a shining new star in the primary market.
We recommend you follow the Bright Community. See you at LUCiC and Binance!

🌹May the flowing water be gentle and the breeze accompany you; may your days be pure and comfortable.

August 15, Michael Hartnett, BofA Securities’ chief strategist, said in a recent report that in the current AI bubble environment, the optimal investment strategy is to go long both AI tech leaders and neglected “loser” assets that the market has long overlooked, in order to capture two-way returns during the final blow-off stage of the nominal GDP bubble, and to recommend shorting AI bonds. BofA’s bull-bear indicator edged down slightly from 9.7 to 9.3. It remains in an extreme bullish zone and continues to hold a “sell” signal, but global equities have still risen since the signal was issued in May. The report emphasized that capital is structurally flowing into gold and commodities, while tech stocks saw their largest single-week outflow in seven weeks. Private clients’ equity allocation has reached a historical high.
Hartnett believes that historical bubble patterns show that in the run-up to a bubble top, emerging markets or oversold cyclical assets often benefit from spillover effects. In the current setup, the most likely path to replicate this pattern is the consumer sector. Meanwhile, more than $1 trillion in AI capital expenditures combined with negative cash flow will create significant issuance pressure for related bonds. At the same time, BofA keeps its broad-asset framework of “avoid bonds, avoid the dollar, fully allocate to AI,” and points out three potential constraints that could suppress further upside in the bull market: surging bond yields, a shift in voter sentiment toward caution, and positioning that is generally already too long. Private client data shows that equity allocation has risen to a historical high of 66.4%. The shares of cash and bonds have fallen to the lowest levels on record and the lowest since 2022, respectively.
Against the backdrop of pressure as the size of U.S. Treasuries nears $4 trillion and debt-servicing costs continue to climb, BofA views the yield trajectory as the biggest variable and warns that intervention in the U.S. dollar–Japanese yen exchange rate has sent a signal that it is not desired for 10-year U.S. Treasury yields to break above 5%. Under the “avoid the dollar” theme, the report recommends going long gold as a hedge and also favors the Hong Kong real estate sector, where valuations are only about 12 times and where price levels are roughly in line with those from 30 years ago. Looking ahead, the November U.S. midterm elections are listed as a key political variable: if Republicans hold the Senate and the Texas governor is re-elected, AI risk assets could accelerate toward a peak in 2027; otherwise, it could trigger major adjustments in equities, the dollar, and yields.

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On August 14, JPMorgan Chase upgraded SanDisk (SNDK) from “Neutral” to “Overweight” and set a target price of $2,250, still implying about 47% upside from Thursday’s closing price. SanDisk’s stock has gained 544% year to date.
JPMorgan analyst Harlan Sur said that as AI inference rapidly grows and drives a structural turning point in NAND demand, SanDisk is positioned to benefit in a relatively unique way. Accelerated AI application adoption has boosted storage demand and led to supply tightness.
At an investor day in New York, SanDisk disclosed that the company will adopt a new business model, including structured pricing mechanisms and large-customer prepaid agreement terms. JPMorgan said the framework is expected to improve the company’s profit margins and reduce business cyclicality. SanDisk has already signed eight related long-term agreements. Based on the contract price floor, the total contract value is approximately $94 billion, with a weighted average contract term of more than four years.
LSEG data shows that, among the 25 analysts covering SanDisk, 22 rate the stock as “Buy” or “Strong Buy,” and the other three rate it as “Hold.”

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“I once said that you should get married early, otherwise all that’s left are the inferior ones—the ‘crooked melons and cracked dates.’ At the same time, Charlie Munger once said that in life you only need to get rich once. Based on my years of observation, I now have to disagree with Mr. Munger: if you don’t marry early and end up with one of those inferior partners, then you’ll need to get rich twice in your life.”

With mountains and seas in the heart, never give up; endless steps head for the light; break road thorns with persistent enthusiasm, and forge a brilliant life through years of tempering.
心有山海不言弃，步履生生向光明，以执着热忱破前路荆棘，凭岁月淬炼铸璀璨人生

Big sis is back at the square again!