DD-滴滴
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DD-滴滴
Square Verified推特同名： rtk17025 喜欢随意分享
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A New Option for Pre-IPO
Many people ask me:
Where exactly can I go to buy before it lists with $SPCX ?
The answer is: StableStock
(To get a discount, enter DDD66 when registering.)
StableStock is an on-chain investment platform backed by Binance Investments, focused on global stocks and Pre-IPO assets.
But honestly, being able to buy SPCX is only one of the reasons I use StableStock.
The real reasons that keep me on this platform are two things:
1. Liquidity (depth)
If you’ve truly used StableStock, you’ll notice that compared with many CEXs, the spread is hardly noticeable.
The larger the order, the worse the slippage becomes, and the actual cost you end up paying is often far higher than the number you see on the screen.
But StableStock’s liquidity is genuinely good.
Even if an order reaches several hundred thousand USDT, it can be directly filled without you needing to repeatedly split orders just to avoid slippage.
2. Breadth of offerings
Another thing I really like about StableStock is how fast it rolls out new listings.
Friends who know me well know that I personally like researching mid-cap and growth stocks—not just trading a few large tech companies forever.
The problem is that for many traditional brokerages or crypto stock platforms, the listing speed is simply too slow.
Every time they recommend adding a new batch of stocks, it often takes 4 to 10 days, or even longer.
But the market for growth stocks doesn’t wait in place while the platform finishes listing.
More often than not, by the time you finally can trade, the most valuable part of that move has already passed.
Also, many platforms currently only have around two or three hundred stock options.
StableStock is different.
Because they originally cover the stock category as their core focus, already reaching roughly 700 to 800 tiers.
Even more importantly, their listing speed is very fast.
For many assets that already exist on IBKR, StableStock can list them within a short time—rather than making users wait one or two weeks.
Also
There’s leverage
The advantage of leverage is that unlike contracts where long/short trading requires fees.
Intra-day leverage is zero-interest. If you need it, you can DM me—I can tell you that they currently only offer it to whitelist users.
And later, some more Pre-IPO offerings as well.
Official link: https://app.stablestock.finance/?join=DDD66
Many people ask me:
Where exactly can I go to buy before it lists with $SPCX ?
The answer is: StableStock
(To get a discount, enter DDD66 when registering.)
StableStock is an on-chain investment platform backed by Binance Investments, focused on global stocks and Pre-IPO assets.
But honestly, being able to buy SPCX is only one of the reasons I use StableStock.
The real reasons that keep me on this platform are two things:
1. Liquidity (depth)
If you’ve truly used StableStock, you’ll notice that compared with many CEXs, the spread is hardly noticeable.
The larger the order, the worse the slippage becomes, and the actual cost you end up paying is often far higher than the number you see on the screen.
But StableStock’s liquidity is genuinely good.
Even if an order reaches several hundred thousand USDT, it can be directly filled without you needing to repeatedly split orders just to avoid slippage.
2. Breadth of offerings
Another thing I really like about StableStock is how fast it rolls out new listings.
Friends who know me well know that I personally like researching mid-cap and growth stocks—not just trading a few large tech companies forever.
The problem is that for many traditional brokerages or crypto stock platforms, the listing speed is simply too slow.
Every time they recommend adding a new batch of stocks, it often takes 4 to 10 days, or even longer.
But the market for growth stocks doesn’t wait in place while the platform finishes listing.
More often than not, by the time you finally can trade, the most valuable part of that move has already passed.
Also, many platforms currently only have around two or three hundred stock options.
StableStock is different.
Because they originally cover the stock category as their core focus, already reaching roughly 700 to 800 tiers.
Even more importantly, their listing speed is very fast.
For many assets that already exist on IBKR, StableStock can list them within a short time—rather than making users wait one or two weeks.
Also
There’s leverage
The advantage of leverage is that unlike contracts where long/short trading requires fees.
Intra-day leverage is zero-interest. If you need it, you can DM me—I can tell you that they currently only offer it to whitelist users.
And later, some more Pre-IPO offerings as well.
Official link: https://app.stablestock.finance/?join=DDD66
SPCX-3.32%
SPCXUS-3.97%
PINNED
Put all the questions that have been asked
and include the confusing troubleshooting issues for new users
https://www點notion點so/
395116dcd624803cacbcfc74aaaa3a04?source=copy_link
and include the confusing troubleshooting issues for new users
https://www點notion點so/
395116dcd624803cacbcfc74aaaa3a04?source=copy_link
Verified
Skhynix has launched Stablestock today at the first opportunity. We offer spot leveraged trading: users can go 2-5x long on Hailix’s spot. Compared to perps fees, the leverage interest is extremely low—no interest for intraday trading.
Welcome friends who want to do fee arbitrage to DM me. We will provide t+0 for fee-arbitrage institutions, as well as spot leverage services and very low trading fee rates.
Welcome friends who want to do fee arbitrage to DM me. We will provide t+0 for fee-arbitrage institutions, as well as spot leverage services and very low trading fee rates.
DD-滴滴
·
--
U.S. Stock Daily Report｜AI buying is back, and small-cap stocks are starting to take the baton
Last night, all three major U.S. stock indexes closed higher across the board. The Dow rose 0.27%, the S&P 500 gained 0.81%, and the Nasdaq climbed 1.30%, with market sentiment clearly improving. This rebound was mainly driven by the AI and semiconductor sectors. Focus has shifted back to company fundamentals rather than Middle East geopolitical risks.
Semiconductors were the strongest performing group last night. SOXX surged about 3.5%, and memory-related ETFs also strengthened. Individual stocks such as Mu, AMD, Marvell, and ARM showed solid performance. The market continued to digest positive news from rising AI capital expenditures. Micron announced an expansion of its U.S. investment, and SK Hynix ADRs officially began trading in the U.S., further reinforcing confidence in demand for HBM and AI infrastructure.
On the other hand, the conflict between Iran and the U.S. did not deteriorate further. The market believes both sides still intend to avoid impacting oil shipments through the Strait of Hormuz. As a result, oil prices pulled back, and U.S. Treasury yields also stopped their streak of increases. Funds flowed back into growth stocks.
In addition to large-cap bellwethers, the Russell 2000 also rose about 1.2% last night, indicating that capital is beginning to spread into small-cap stocks. If the AI rally can continue, small-cap supply-chain names may actually have even greater upside flexibility.
Small-cap stocks worth taking a look at:
$ASYS.US (Amtech Systems)
The company mainly makes semiconductor thermal processing and advanced packaging equipment. As AI packaging demand continues to grow, the company’s latest quarter revenue grew more than 30% year over year, and order visibility has also improved. It’s a relatively low-key beneficiary within the AI supply chain.
$LASR.US (nLIGHT)
Provides high-power laser products used in semiconductor manufacturing and precision machining. The stock jumped more than 20% yesterday, reflecting the market’s renewed reassessment of demand related to AI equipment.
$UCTT.US (Ultra Clean Holdings)
An important component supplier in the semiconductor equipment supply chain. It provides high-purity parts, sub-systems, and cleaning services. The more aggressive the expansion of AI chips is, the greater the potential opportunity for the company to benefit—making it a relatively solid fundamentals-oriented equipment theme stock in the near term.
Also, the biotech stock FBRX surged nearly 80% in a single day after its Phase 1 data for a new vitiligo drug came in better than expected. However, this kind of early-stage clinical company can be extremely volatile. It’s more event-driven trading and not a good fit to place under the same investment logic as the AI supply-chain theme.
Last night, all three major U.S. stock indexes closed higher across the board. The Dow rose 0.27%, the S&P 500 gained 0.81%, and the Nasdaq climbed 1.30%, with market sentiment clearly improving. This rebound was mainly driven by the AI and semiconductor sectors. Focus has shifted back to company fundamentals rather than Middle East geopolitical risks.
Semiconductors were the strongest performing group last night. SOXX surged about 3.5%, and memory-related ETFs also strengthened. Individual stocks such as Mu, AMD, Marvell, and ARM showed solid performance. The market continued to digest positive news from rising AI capital expenditures. Micron announced an expansion of its U.S. investment, and SK Hynix ADRs officially began trading in the U.S., further reinforcing confidence in demand for HBM and AI infrastructure.
On the other hand, the conflict between Iran and the U.S. did not deteriorate further. The market believes both sides still intend to avoid impacting oil shipments through the Strait of Hormuz. As a result, oil prices pulled back, and U.S. Treasury yields also stopped their streak of increases. Funds flowed back into growth stocks.
In addition to large-cap bellwethers, the Russell 2000 also rose about 1.2% last night, indicating that capital is beginning to spread into small-cap stocks. If the AI rally can continue, small-cap supply-chain names may actually have even greater upside flexibility.
Small-cap stocks worth taking a look at:
$ASYS.US (Amtech Systems)
The company mainly makes semiconductor thermal processing and advanced packaging equipment. As AI packaging demand continues to grow, the company’s latest quarter revenue grew more than 30% year over year, and order visibility has also improved. It’s a relatively low-key beneficiary within the AI supply chain.
$LASR.US (nLIGHT)
Provides high-power laser products used in semiconductor manufacturing and precision machining. The stock jumped more than 20% yesterday, reflecting the market’s renewed reassessment of demand related to AI equipment.
$UCTT.US (Ultra Clean Holdings)
An important component supplier in the semiconductor equipment supply chain. It provides high-purity parts, sub-systems, and cleaning services. The more aggressive the expansion of AI chips is, the greater the potential opportunity for the company to benefit—making it a relatively solid fundamentals-oriented equipment theme stock in the near term.
Also, the biotech stock FBRX surged nearly 80% in a single day after its Phase 1 data for a new vitiligo drug came in better than expected. However, this kind of early-stage clinical company can be extremely volatile. It’s more event-driven trading and not a good fit to place under the same investment logic as the AI supply-chain theme.
Verified
What Is the Biggest Consensus in the Market on the Eve of CPI Release?
In the current macroeconomic environment, market consensus ahead of the release of the Consumer Price Index (CPI) is an extremely important topic. From the meaning of the data itself, combined with insights from professional investment bank reports and the latest market pricing, it is clear why this expectation is so crucial—and what far-reaching implications it may have for asset prices and likely Federal Reserve (Fed) policy.
CPI, or Consumer Price Index, is released monthly by the U.S. Bureau of Labor Statistics. It measures the average price changes of a basket of goods and services purchased by urban consumers. It is assessed through two main components. The overall CPI, particularly food and energy, tends to be more volatile and is strongly influenced by short-term factors such as oil prices and weather. In contrast, “core CPI,” which excludes food and energy, more accurately reflects the underlying inflation trend—this is also the focus of the Fed. The market pays close attention because these data directly determine the Fed’s interest-rate path. If inflation runs high, the Fed will likely raise rates or keep them at elevated levels, which suppresses economic activity and risk assets. If inflation cools, rate-cut expectations tend to boost equities and push down bond yields. Once the actual data deviates significantly from expectations, it often triggers sharp swings across various asset markets.
Looking back at the May data: headline CPI rose 0.5% month over month and 4.2% year over year, reaching a recent high. Core CPI increased 0.2% month over month and 2.9% year over year. Behind this set of data that fully matched market expectations, there are driving factors worth monitoring. Geopolitical conflicts led to a sharp rise in energy prices, lifting the overall headline figure. While the core component eased slightly, it still showed strong stickiness in the costs of services such as housing and healthcare. This suggests inflation is not experiencing an across-the-board decline, but rather developing unevenly.
With the June data about to be released, based on the latest market pricing and forecasts from professional institutions, the most widely shared view in the market is that the overall figure will cool noticeably as energy prices ease. However, the core data is expected to remain sticky. The estimated year-over-year rate is expected to fall within the 2.8% to 2.9% range, reflecting that the progress of easing underlying inflation is still slow.
In the current macroeconomic environment, market consensus ahead of the release of the Consumer Price Index (CPI) is an extremely important topic. From the meaning of the data itself, combined with insights from professional investment bank reports and the latest market pricing, it is clear why this expectation is so crucial—and what far-reaching implications it may have for asset prices and likely Federal Reserve (Fed) policy.
CPI, or Consumer Price Index, is released monthly by the U.S. Bureau of Labor Statistics. It measures the average price changes of a basket of goods and services purchased by urban consumers. It is assessed through two main components. The overall CPI, particularly food and energy, tends to be more volatile and is strongly influenced by short-term factors such as oil prices and weather. In contrast, “core CPI,” which excludes food and energy, more accurately reflects the underlying inflation trend—this is also the focus of the Fed. The market pays close attention because these data directly determine the Fed’s interest-rate path. If inflation runs high, the Fed will likely raise rates or keep them at elevated levels, which suppresses economic activity and risk assets. If inflation cools, rate-cut expectations tend to boost equities and push down bond yields. Once the actual data deviates significantly from expectations, it often triggers sharp swings across various asset markets.
Looking back at the May data: headline CPI rose 0.5% month over month and 4.2% year over year, reaching a recent high. Core CPI increased 0.2% month over month and 2.9% year over year. Behind this set of data that fully matched market expectations, there are driving factors worth monitoring. Geopolitical conflicts led to a sharp rise in energy prices, lifting the overall headline figure. While the core component eased slightly, it still showed strong stickiness in the costs of services such as housing and healthcare. This suggests inflation is not experiencing an across-the-board decline, but rather developing unevenly.
With the June data about to be released, based on the latest market pricing and forecasts from professional institutions, the most widely shared view in the market is that the overall figure will cool noticeably as energy prices ease. However, the core data is expected to remain sticky. The estimated year-over-year rate is expected to fall within the 2.8% to 2.9% range, reflecting that the progress of easing underlying inflation is still slow.
DD-滴滴
·
--
U.S. Stock Daily Report｜AI buying is back, and small-cap stocks are starting to take the baton
Last night, all three major U.S. stock indexes closed higher across the board. The Dow rose 0.27%, the S&P 500 gained 0.81%, and the Nasdaq climbed 1.30%, with market sentiment clearly improving. This rebound was mainly driven by the AI and semiconductor sectors. Focus has shifted back to company fundamentals rather than Middle East geopolitical risks.
Semiconductors were the strongest performing group last night. SOXX surged about 3.5%, and memory-related ETFs also strengthened. Individual stocks such as Mu, AMD, Marvell, and ARM showed solid performance. The market continued to digest positive news from rising AI capital expenditures. Micron announced an expansion of its U.S. investment, and SK Hynix ADRs officially began trading in the U.S., further reinforcing confidence in demand for HBM and AI infrastructure.
On the other hand, the conflict between Iran and the U.S. did not deteriorate further. The market believes both sides still intend to avoid impacting oil shipments through the Strait of Hormuz. As a result, oil prices pulled back, and U.S. Treasury yields also stopped their streak of increases. Funds flowed back into growth stocks.
In addition to large-cap bellwethers, the Russell 2000 also rose about 1.2% last night, indicating that capital is beginning to spread into small-cap stocks. If the AI rally can continue, small-cap supply-chain names may actually have even greater upside flexibility.
Small-cap stocks worth taking a look at:
$ASYS.US (Amtech Systems)
The company mainly makes semiconductor thermal processing and advanced packaging equipment. As AI packaging demand continues to grow, the company’s latest quarter revenue grew more than 30% year over year, and order visibility has also improved. It’s a relatively low-key beneficiary within the AI supply chain.
$LASR.US (nLIGHT)
Provides high-power laser products used in semiconductor manufacturing and precision machining. The stock jumped more than 20% yesterday, reflecting the market’s renewed reassessment of demand related to AI equipment.
$UCTT.US (Ultra Clean Holdings)
An important component supplier in the semiconductor equipment supply chain. It provides high-purity parts, sub-systems, and cleaning services. The more aggressive the expansion of AI chips is, the greater the potential opportunity for the company to benefit—making it a relatively solid fundamentals-oriented equipment theme stock in the near term.
Also, the biotech stock FBRX surged nearly 80% in a single day after its Phase 1 data for a new vitiligo drug came in better than expected. However, this kind of early-stage clinical company can be extremely volatile. It’s more event-driven trading and not a good fit to place under the same investment logic as the AI supply-chain theme.
Last night, all three major U.S. stock indexes closed higher across the board. The Dow rose 0.27%, the S&P 500 gained 0.81%, and the Nasdaq climbed 1.30%, with market sentiment clearly improving. This rebound was mainly driven by the AI and semiconductor sectors. Focus has shifted back to company fundamentals rather than Middle East geopolitical risks.
Semiconductors were the strongest performing group last night. SOXX surged about 3.5%, and memory-related ETFs also strengthened. Individual stocks such as Mu, AMD, Marvell, and ARM showed solid performance. The market continued to digest positive news from rising AI capital expenditures. Micron announced an expansion of its U.S. investment, and SK Hynix ADRs officially began trading in the U.S., further reinforcing confidence in demand for HBM and AI infrastructure.
On the other hand, the conflict between Iran and the U.S. did not deteriorate further. The market believes both sides still intend to avoid impacting oil shipments through the Strait of Hormuz. As a result, oil prices pulled back, and U.S. Treasury yields also stopped their streak of increases. Funds flowed back into growth stocks.
In addition to large-cap bellwethers, the Russell 2000 also rose about 1.2% last night, indicating that capital is beginning to spread into small-cap stocks. If the AI rally can continue, small-cap supply-chain names may actually have even greater upside flexibility.
Small-cap stocks worth taking a look at:
$ASYS.US (Amtech Systems)
The company mainly makes semiconductor thermal processing and advanced packaging equipment. As AI packaging demand continues to grow, the company’s latest quarter revenue grew more than 30% year over year, and order visibility has also improved. It’s a relatively low-key beneficiary within the AI supply chain.
$LASR.US (nLIGHT)
Provides high-power laser products used in semiconductor manufacturing and precision machining. The stock jumped more than 20% yesterday, reflecting the market’s renewed reassessment of demand related to AI equipment.
$UCTT.US (Ultra Clean Holdings)
An important component supplier in the semiconductor equipment supply chain. It provides high-purity parts, sub-systems, and cleaning services. The more aggressive the expansion of AI chips is, the greater the potential opportunity for the company to benefit—making it a relatively solid fundamentals-oriented equipment theme stock in the near term.
Also, the biotech stock FBRX surged nearly 80% in a single day after its Phase 1 data for a new vitiligo drug came in better than expected. However, this kind of early-stage clinical company can be extremely volatile. It’s more event-driven trading and not a good fit to place under the same investment logic as the AI supply-chain theme.
U.S. Stock Daily Report｜AI buying is back, and small-cap stocks are starting to take the baton
Last night, all three major U.S. stock indexes closed higher across the board. The Dow rose 0.27%, the S&P 500 gained 0.81%, and the Nasdaq climbed 1.30%, with market sentiment clearly improving. This rebound was mainly driven by the AI and semiconductor sectors. Focus has shifted back to company fundamentals rather than Middle East geopolitical risks.
Semiconductors were the strongest performing group last night. SOXX surged about 3.5%, and memory-related ETFs also strengthened. Individual stocks such as Mu, AMD, Marvell, and ARM showed solid performance. The market continued to digest positive news from rising AI capital expenditures. Micron announced an expansion of its U.S. investment, and SK Hynix ADRs officially began trading in the U.S., further reinforcing confidence in demand for HBM and AI infrastructure.
On the other hand, the conflict between Iran and the U.S. did not deteriorate further. The market believes both sides still intend to avoid impacting oil shipments through the Strait of Hormuz. As a result, oil prices pulled back, and U.S. Treasury yields also stopped their streak of increases. Funds flowed back into growth stocks.
In addition to large-cap bellwethers, the Russell 2000 also rose about 1.2% last night, indicating that capital is beginning to spread into small-cap stocks. If the AI rally can continue, small-cap supply-chain names may actually have even greater upside flexibility.
Small-cap stocks worth taking a look at:
$ASYS.US (Amtech Systems)
The company mainly makes semiconductor thermal processing and advanced packaging equipment. As AI packaging demand continues to grow, the company’s latest quarter revenue grew more than 30% year over year, and order visibility has also improved. It’s a relatively low-key beneficiary within the AI supply chain.
$LASR.US (nLIGHT)
Provides high-power laser products used in semiconductor manufacturing and precision machining. The stock jumped more than 20% yesterday, reflecting the market’s renewed reassessment of demand related to AI equipment.
$UCTT.US (Ultra Clean Holdings)
An important component supplier in the semiconductor equipment supply chain. It provides high-purity parts, sub-systems, and cleaning services. The more aggressive the expansion of AI chips is, the greater the potential opportunity for the company to benefit—making it a relatively solid fundamentals-oriented equipment theme stock in the near term.
Also, the biotech stock FBRX surged nearly 80% in a single day after its Phase 1 data for a new vitiligo drug came in better than expected. However, this kind of early-stage clinical company can be extremely volatile. It’s more event-driven trading and not a good fit to place under the same investment logic as the AI supply-chain theme.
Last night, all three major U.S. stock indexes closed higher across the board. The Dow rose 0.27%, the S&P 500 gained 0.81%, and the Nasdaq climbed 1.30%, with market sentiment clearly improving. This rebound was mainly driven by the AI and semiconductor sectors. Focus has shifted back to company fundamentals rather than Middle East geopolitical risks.
Semiconductors were the strongest performing group last night. SOXX surged about 3.5%, and memory-related ETFs also strengthened. Individual stocks such as Mu, AMD, Marvell, and ARM showed solid performance. The market continued to digest positive news from rising AI capital expenditures. Micron announced an expansion of its U.S. investment, and SK Hynix ADRs officially began trading in the U.S., further reinforcing confidence in demand for HBM and AI infrastructure.
On the other hand, the conflict between Iran and the U.S. did not deteriorate further. The market believes both sides still intend to avoid impacting oil shipments through the Strait of Hormuz. As a result, oil prices pulled back, and U.S. Treasury yields also stopped their streak of increases. Funds flowed back into growth stocks.
In addition to large-cap bellwethers, the Russell 2000 also rose about 1.2% last night, indicating that capital is beginning to spread into small-cap stocks. If the AI rally can continue, small-cap supply-chain names may actually have even greater upside flexibility.
Small-cap stocks worth taking a look at:
$ASYS.US (Amtech Systems)
The company mainly makes semiconductor thermal processing and advanced packaging equipment. As AI packaging demand continues to grow, the company’s latest quarter revenue grew more than 30% year over year, and order visibility has also improved. It’s a relatively low-key beneficiary within the AI supply chain.
$LASR.US (nLIGHT)
Provides high-power laser products used in semiconductor manufacturing and precision machining. The stock jumped more than 20% yesterday, reflecting the market’s renewed reassessment of demand related to AI equipment.
$UCTT.US (Ultra Clean Holdings)
An important component supplier in the semiconductor equipment supply chain. It provides high-purity parts, sub-systems, and cleaning services. The more aggressive the expansion of AI chips is, the greater the potential opportunity for the company to benefit—making it a relatively solid fundamentals-oriented equipment theme stock in the near term.
Also, the biotech stock FBRX surged nearly 80% in a single day after its Phase 1 data for a new vitiligo drug came in better than expected. However, this kind of early-stage clinical company can be extremely volatile. It’s more event-driven trading and not a good fit to place under the same investment logic as the AI supply-chain theme.
DD-滴滴
·
--
*Three simple, straightforward scripts for SK Hynix and Micron (MTK)
$MU $SKHY
Script 1: Hynix’s U.S. listing boosts the bull case (positive; Hynix relatively stronger)
Hynix has just successfully listed on the U.S. stock market (SKHY), attracting a large amount of U.S. capital to directly buy the HBM leader.
HBM market share continues to lead (about 57–62%), with major customers like NVIDIA having full order books, and prices staying high.
Micron also benefits from the AI wave (market share about 21%), but its catch-up pace is slower.
As a result, both stocks rise, but Hynix rises more aggressively; the valuation gap narrows. Micron follows the upward trend, but remains relatively behind.
Script 2: Increased memory supply + price correction (bearish; both get hurt)
Samsung + Hynix + Micron all massively expand HBM capacity at the same time, and traditional DRAM isn’t fully cut either.
After the prior price surge, customers start pushing for lower prices or adjusting inventories, along with the shadow of litigation.
HBM is still popular, but supply gradually catches up to demand, causing average selling prices to fall.
Outcome:
Both companies’ earnings fall short of market expectations; both stocks pull back and correct, entering a “memory cycle reversal” phase.
Script 3: Micron’s accelerated catch-up competition (relative-value battle)
Hynix remains the HBM leader, but Micron is speeding up the mass-production timeline for HBM3E/HBM4, and its market share slowly climbs upward from 21% (targeting 30%+).
Micron is a U.S. company, so it may have advantages in geopolitics or orders from U.S. customers; Hynix, meanwhile, relies on its technical lead to capture the most high-margin orders.
The two companies directly compete in both HBM and traditional DRAM—whoever wins more NVIDIA/customer qualification wins.
**Result**: Stock volatility is high—Hynix rallies more when it’s ahead, while Micron can take the lead when it catches up. In the long run, the winner will be determined by which company executes better on HBM4.
These three sets are the simplest, most direct versions:
- Script 1 is more bullish + Hynix advantage
- Script 2 is more bearish + both sides move in sync/oscillate
- Script 3 is a competitive showdown + see who succeeds in catching up
If you want to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s move onto the U.S. stock market symbolizes the AI main theme extending from GPUs to the HBM and memory industries. Future performance still depends on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link: https://app.stablestock.finance/?join=DDD66
$MU $SKHY
Script 1: Hynix’s U.S. listing boosts the bull case (positive; Hynix relatively stronger)
Hynix has just successfully listed on the U.S. stock market (SKHY), attracting a large amount of U.S. capital to directly buy the HBM leader.
HBM market share continues to lead (about 57–62%), with major customers like NVIDIA having full order books, and prices staying high.
Micron also benefits from the AI wave (market share about 21%), but its catch-up pace is slower.
As a result, both stocks rise, but Hynix rises more aggressively; the valuation gap narrows. Micron follows the upward trend, but remains relatively behind.
Script 2: Increased memory supply + price correction (bearish; both get hurt)
Samsung + Hynix + Micron all massively expand HBM capacity at the same time, and traditional DRAM isn’t fully cut either.
After the prior price surge, customers start pushing for lower prices or adjusting inventories, along with the shadow of litigation.
HBM is still popular, but supply gradually catches up to demand, causing average selling prices to fall.
Outcome:
Both companies’ earnings fall short of market expectations; both stocks pull back and correct, entering a “memory cycle reversal” phase.
Script 3: Micron’s accelerated catch-up competition (relative-value battle)
Hynix remains the HBM leader, but Micron is speeding up the mass-production timeline for HBM3E/HBM4, and its market share slowly climbs upward from 21% (targeting 30%+).
Micron is a U.S. company, so it may have advantages in geopolitics or orders from U.S. customers; Hynix, meanwhile, relies on its technical lead to capture the most high-margin orders.
The two companies directly compete in both HBM and traditional DRAM—whoever wins more NVIDIA/customer qualification wins.
**Result**: Stock volatility is high—Hynix rallies more when it’s ahead, while Micron can take the lead when it catches up. In the long run, the winner will be determined by which company executes better on HBM4.
These three sets are the simplest, most direct versions:
- Script 1 is more bullish + Hynix advantage
- Script 2 is more bearish + both sides move in sync/oscillate
- Script 3 is a competitive showdown + see who succeeds in catching up
If you want to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s move onto the U.S. stock market symbolizes the AI main theme extending from GPUs to the HBM and memory industries. Future performance still depends on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link: https://app.stablestock.finance/?join=DDD66
UCTTUS+0.16%
LASRUS-3.62%
ASYSUS-0.37%
*Three simple, straightforward scripts for SK Hynix and Micron (MTK)
$MU $SKHY
Script 1: Hynix’s U.S. listing boosts the bull case (positive; Hynix relatively stronger)
Hynix has just successfully listed on the U.S. stock market (SKHY), attracting a large amount of U.S. capital to directly buy the HBM leader.
HBM market share continues to lead (about 57–62%), with major customers like NVIDIA having full order books, and prices staying high.
Micron also benefits from the AI wave (market share about 21%), but its catch-up pace is slower.
As a result, both stocks rise, but Hynix rises more aggressively; the valuation gap narrows. Micron follows the upward trend, but remains relatively behind.
Script 2: Increased memory supply + price correction (bearish; both get hurt)
Samsung + Hynix + Micron all massively expand HBM capacity at the same time, and traditional DRAM isn’t fully cut either.
After the prior price surge, customers start pushing for lower prices or adjusting inventories, along with the shadow of litigation.
HBM is still popular, but supply gradually catches up to demand, causing average selling prices to fall.
Outcome:
Both companies’ earnings fall short of market expectations; both stocks pull back and correct, entering a “memory cycle reversal” phase.
Script 3: Micron’s accelerated catch-up competition (relative-value battle)
Hynix remains the HBM leader, but Micron is speeding up the mass-production timeline for HBM3E/HBM4, and its market share slowly climbs upward from 21% (targeting 30%+).
Micron is a U.S. company, so it may have advantages in geopolitics or orders from U.S. customers; Hynix, meanwhile, relies on its technical lead to capture the most high-margin orders.
The two companies directly compete in both HBM and traditional DRAM—whoever wins more NVIDIA/customer qualification wins.
**Result**: Stock volatility is high—Hynix rallies more when it’s ahead, while Micron can take the lead when it catches up. In the long run, the winner will be determined by which company executes better on HBM4.
These three sets are the simplest, most direct versions:
- Script 1 is more bullish + Hynix advantage
- Script 2 is more bearish + both sides move in sync/oscillate
- Script 3 is a competitive showdown + see who succeeds in catching up
If you want to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s move onto the U.S. stock market symbolizes the AI main theme extending from GPUs to the HBM and memory industries. Future performance still depends on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link: https://app.stablestock.finance/?join=DDD66
$MU $SKHY
Script 1: Hynix’s U.S. listing boosts the bull case (positive; Hynix relatively stronger)
Hynix has just successfully listed on the U.S. stock market (SKHY), attracting a large amount of U.S. capital to directly buy the HBM leader.
HBM market share continues to lead (about 57–62%), with major customers like NVIDIA having full order books, and prices staying high.
Micron also benefits from the AI wave (market share about 21%), but its catch-up pace is slower.
As a result, both stocks rise, but Hynix rises more aggressively; the valuation gap narrows. Micron follows the upward trend, but remains relatively behind.
Script 2: Increased memory supply + price correction (bearish; both get hurt)
Samsung + Hynix + Micron all massively expand HBM capacity at the same time, and traditional DRAM isn’t fully cut either.
After the prior price surge, customers start pushing for lower prices or adjusting inventories, along with the shadow of litigation.
HBM is still popular, but supply gradually catches up to demand, causing average selling prices to fall.
Outcome:
Both companies’ earnings fall short of market expectations; both stocks pull back and correct, entering a “memory cycle reversal” phase.
Script 3: Micron’s accelerated catch-up competition (relative-value battle)
Hynix remains the HBM leader, but Micron is speeding up the mass-production timeline for HBM3E/HBM4, and its market share slowly climbs upward from 21% (targeting 30%+).
Micron is a U.S. company, so it may have advantages in geopolitics or orders from U.S. customers; Hynix, meanwhile, relies on its technical lead to capture the most high-margin orders.
The two companies directly compete in both HBM and traditional DRAM—whoever wins more NVIDIA/customer qualification wins.
**Result**: Stock volatility is high—Hynix rallies more when it’s ahead, while Micron can take the lead when it catches up. In the long run, the winner will be determined by which company executes better on HBM4.
These three sets are the simplest, most direct versions:
- Script 1 is more bullish + Hynix advantage
- Script 2 is more bearish + both sides move in sync/oscillate
- Script 3 is a competitive showdown + see who succeeds in catching up
If you want to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s move onto the U.S. stock market symbolizes the AI main theme extending from GPUs to the HBM and memory industries. Future performance still depends on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link: https://app.stablestock.finance/?join=DDD66
SK hynix Go Go! $SKHYNIX chase $MU
DD-滴滴
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Hynix officially lists on US stocks; AI memory leader faces a valuation re-rating
On July 10, 2026, South Korean semiconductor giant $SKHYV.US officially listed on Nasdaq, entering the U.S. capital market via the ADS/ADR format. On its first day it temporarily used ticker code SKHYV, and is expected to switch to SKHY on July 13 while continuing to maintain its listing status on Korea’s KOSPI.
The offering is approximately 177.9 million shares of ADS at $149 per share, raising about $26.5 billion. Subscription demand exceeded seven times, indicating strong market attention to AI memory and the HBM supply chain.
The raised funds will be invested in new wafer fabs, advanced packaging, and key equipment, as well as expanding production capacity in both Korea and the U.S., further strengthening HBM and high-end memory supply capabilities.
Hynix is a core global HBM supplier and an important part of the $NVDA AI supply chain. After the ADR listing, investors can trade directly in U.S. dollars, which is expected to attract more institutional capital and help narrow the valuation gap with $MU .
For traders, Binance’s yzilabs投資StableStock has also opened Hynix trading. It supports spot trading and up to 5x leverage, with no interest for intraday trades. Based on real trading experience, its liquidity and order-book depth are excellent, making it suitable for large-size and high-frequency operations.
If you’d like to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s listing on U.S. equities symbolizes the AI main theme extending from GPUs into the HBM and memory industries. Future performance will still depend on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link, https://app.stablestock.finance/?join=DDD66
On July 10, 2026, South Korean semiconductor giant $SKHYV.US officially listed on Nasdaq, entering the U.S. capital market via the ADS/ADR format. On its first day it temporarily used ticker code SKHYV, and is expected to switch to SKHY on July 13 while continuing to maintain its listing status on Korea’s KOSPI.
The offering is approximately 177.9 million shares of ADS at $149 per share, raising about $26.5 billion. Subscription demand exceeded seven times, indicating strong market attention to AI memory and the HBM supply chain.
The raised funds will be invested in new wafer fabs, advanced packaging, and key equipment, as well as expanding production capacity in both Korea and the U.S., further strengthening HBM and high-end memory supply capabilities.
Hynix is a core global HBM supplier and an important part of the $NVDA AI supply chain. After the ADR listing, investors can trade directly in U.S. dollars, which is expected to attract more institutional capital and help narrow the valuation gap with $MU .
For traders, Binance’s yzilabs投資StableStock has also opened Hynix trading. It supports spot trading and up to 5x leverage, with no interest for intraday trades. Based on real trading experience, its liquidity and order-book depth are excellent, making it suitable for large-size and high-frequency operations.
If you’d like to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s listing on U.S. equities symbolizes the AI main theme extending from GPUs into the HBM and memory industries. Future performance will still depend on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link, https://app.stablestock.finance/?join=DDD66
Verified
Hynix officially lists on US stocks; AI memory leader faces a valuation re-rating
On July 10, 2026, South Korean semiconductor giant $SKHYV.US officially listed on Nasdaq, entering the U.S. capital market via the ADS/ADR format. On its first day it temporarily used ticker code SKHYV, and is expected to switch to SKHY on July 13 while continuing to maintain its listing status on Korea’s KOSPI.
The offering is approximately 177.9 million shares of ADS at $149 per share, raising about $26.5 billion. Subscription demand exceeded seven times, indicating strong market attention to AI memory and the HBM supply chain.
The raised funds will be invested in new wafer fabs, advanced packaging, and key equipment, as well as expanding production capacity in both Korea and the U.S., further strengthening HBM and high-end memory supply capabilities.
Hynix is a core global HBM supplier and an important part of the $NVDA AI supply chain. After the ADR listing, investors can trade directly in U.S. dollars, which is expected to attract more institutional capital and help narrow the valuation gap with $MU .
For traders, Binance’s yzilabs投資StableStock has also opened Hynix trading. It supports spot trading and up to 5x leverage, with no interest for intraday trades. Based on real trading experience, its liquidity and order-book depth are excellent, making it suitable for large-size and high-frequency operations.
If you’d like to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s listing on U.S. equities symbolizes the AI main theme extending from GPUs into the HBM and memory industries. Future performance will still depend on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link, https://app.stablestock.finance/?join=DDD66
On July 10, 2026, South Korean semiconductor giant $SKHYV.US officially listed on Nasdaq, entering the U.S. capital market via the ADS/ADR format. On its first day it temporarily used ticker code SKHYV, and is expected to switch to SKHY on July 13 while continuing to maintain its listing status on Korea’s KOSPI.
The offering is approximately 177.9 million shares of ADS at $149 per share, raising about $26.5 billion. Subscription demand exceeded seven times, indicating strong market attention to AI memory and the HBM supply chain.
The raised funds will be invested in new wafer fabs, advanced packaging, and key equipment, as well as expanding production capacity in both Korea and the U.S., further strengthening HBM and high-end memory supply capabilities.
Hynix is a core global HBM supplier and an important part of the $NVDA AI supply chain. After the ADR listing, investors can trade directly in U.S. dollars, which is expected to attract more institutional capital and help narrow the valuation gap with $MU .
For traders, Binance’s yzilabs投資StableStock has also opened Hynix trading. It supports spot trading and up to 5x leverage, with no interest for intraday trades. Based on real trading experience, its liquidity and order-book depth are excellent, making it suitable for large-size and high-frequency operations.
If you’d like to participate in trading, you can use the official code DDD66 to register for StableStock.
Overall, Hynix’s listing on U.S. equities symbolizes the AI main theme extending from GPUs into the HBM and memory industries. Future performance will still depend on capacity, orders, and market demand, but it has already become an important target worth watching in the AI supply chain. Official link, https://app.stablestock.finance/?join=DDD66
Get hit and you have to stand up straight.
Let me briefly review the two recent contracts, totaling
2,459 USDC,
with position losses.
First, the conclusion:
Both of these trades were within the risk range I could accept in advance.
For me, every contract position must, before entry, assume that in extreme circumstances I can
endure a total wipeout.
Otherwise, I shouldn’t open the position.
So the loss itself didn’t exceed my money management boundaries, but there are indeed parts of the trading process worth reviewing.
---
1. Trading timeline
On 6/23, I went long in batches at 218.3, 215.4, and 214.1.
The first position was about 79.92, with a notional value of roughly 17,000 USD.
On 6/24 at 05:59, the price dropped to around 203. I chose to close the long or reverse the position, realizing a loss of about **-1,308 USDC**.
From 6/24 evening 21:12 to 21:32, I again went long in batches in the 204.4 to 200.5 range.
On 6/24 at 21:40, the price sold off further to around 194.9, and I was forced again to close the long or reverse the position, realizing a loss of about -1,151 USDC.
In total, the two trades realized a loss of about -2,459 USDC.
---
2. Background from the news
On 6/23, the company released its Q1 earnings report. During the day, the price briefly surged to around 237.
When I entered in the 218 to 214 range, the price was still relatively high—it wasn’t an absolute low.
On 6/24, after the earnings report, the market began to reprice the outlook.
Because the subsequent guidance was worse than expected—especially with the gross margin outlook declining—the price experienced a rapid selloff.
That day, the market opened at about 208, and the low was pushed down to around 181.5. The daily drop was close to 20%.
This means I wasn’t facing a normal pullback, but a sharp change in fundamental expectations after the earnings report, as revised by the market.
---
3. Possible entry logic
The original long thesis for this trade was likely based on optimism about AI infrastructure and AI chip themes.
Cerebras is a concept similar to an Nvidia substitute. The market still has long-term imagination for AI compute power, inference demand, and the chip supply chain.
From a fundamental narrative perspective, going long wasn’t completely without logic.
But the problem is: a good long-term theme doesn’t mean you can ignore the price location, event risk, and the gap between market expectations in the short term.
The 6/23 entry may have been because after seeing a pullback during the day, there were signs of a rebound, suggesting technical support.
The 6/24 re-entry was more like assuming that after a big drop, the move had already gone far enough and a rebound was likely.
Let me briefly review the two recent contracts, totaling
2,459 USDC,
with position losses.
First, the conclusion:
Both of these trades were within the risk range I could accept in advance.
For me, every contract position must, before entry, assume that in extreme circumstances I can
endure a total wipeout.
Otherwise, I shouldn’t open the position.
So the loss itself didn’t exceed my money management boundaries, but there are indeed parts of the trading process worth reviewing.
---
1. Trading timeline
On 6/23, I went long in batches at 218.3, 215.4, and 214.1.
The first position was about 79.92, with a notional value of roughly 17,000 USD.
On 6/24 at 05:59, the price dropped to around 203. I chose to close the long or reverse the position, realizing a loss of about **-1,308 USDC**.
From 6/24 evening 21:12 to 21:32, I again went long in batches in the 204.4 to 200.5 range.
On 6/24 at 21:40, the price sold off further to around 194.9, and I was forced again to close the long or reverse the position, realizing a loss of about -1,151 USDC.
In total, the two trades realized a loss of about -2,459 USDC.
---
2. Background from the news
On 6/23, the company released its Q1 earnings report. During the day, the price briefly surged to around 237.
When I entered in the 218 to 214 range, the price was still relatively high—it wasn’t an absolute low.
On 6/24, after the earnings report, the market began to reprice the outlook.
Because the subsequent guidance was worse than expected—especially with the gross margin outlook declining—the price experienced a rapid selloff.
That day, the market opened at about 208, and the low was pushed down to around 181.5. The daily drop was close to 20%.
This means I wasn’t facing a normal pullback, but a sharp change in fundamental expectations after the earnings report, as revised by the market.
---
3. Possible entry logic
The original long thesis for this trade was likely based on optimism about AI infrastructure and AI chip themes.
Cerebras is a concept similar to an Nvidia substitute. The market still has long-term imagination for AI compute power, inference demand, and the chip supply chain.
From a fundamental narrative perspective, going long wasn’t completely without logic.
But the problem is: a good long-term theme doesn’t mean you can ignore the price location, event risk, and the gap between market expectations in the short term.
The 6/23 entry may have been because after seeing a pullback during the day, there were signs of a rebound, suggesting technical support.
The 6/24 re-entry was more like assuming that after a big drop, the move had already gone far enough and a rebound was likely.
Ouster was founded in 2015. Its original core idea was to rethink traditional LiDAR through digitization and a semiconductor architecture. Compared with earlier, expensive and complex analog LiDAR, Ouster aimed to reduce costs by developing its own chips—so that 3D sensing could be used not only for autonomous driving, but also for robots, industrial automation, and smart cities.
In its early years, the company built its market presence with products such as OS0, OS1, and OS2, while deliberately reducing reliance on orders from any single automaker. In 2021, Ouster went public via a SPAC. However, after that it faced delays in the commercialization of autonomous driving, rising interest rates, and a collapse in the industry’s LiDAR valuation. Its stock price subsequently fell significantly.
The real turning point came in 2023, when Ouster merged with Velodyne. Velodyne brought customers, patents, and brand recognition, while Ouster contributed a newer digital LiDAR architecture. After the merger, the company cut overlapping costs, integrated its supply chain, and gradually shifted from simply selling sensors to providing integrated software-and-hardware solutions.
Later, Ouster launched BlueCity and Gemini perception software, enabling LiDAR data to be used directly for traffic analysis, pedestrian detection, industrial safety, and infrastructure management. This means customers are no longer buying just a LiDAR unit, but a perception system that can understand the real-world environment.
In 2026, the company acquired StereoLabs again, incorporating the ZED camera, AI computing, sensor fusion, and vision models into its product lineup. With LiDAR providing distance and spatial information, and the camera delivering color, texture, and semantic recognition, Ouster has evolved from a LiDAR manufacturer into a sensing and perception platform for Physical AI.
Rev8, launched the same year, is an especially important milestone. The new product increases distance and resolution, and adds native color LiDAR capabilities, signaling that the company’s future competitive focus is no longer simply on hardware price—but on who can deliver a more complete computer vision platform.
What about the stock price in the future?
$OUST.US Whether it can continue rising depends mainly on three things.
First, whether Rev8 can scale up smoothly. If the new product drives increases in shipping volume, average selling price, and gross margin at the same time, the market may revise its expectations for future revenue upward again.
Second, whether the StereoLabs acquisition can generate cross-selling. If existing LiDAR customers start adopting cameras and perception software, the company’s valuation could gradually shift from a hardware manufacturer toward a platform-based technology company.
Third, whether losses continue to narrow.
In its early years, the company built its market presence with products such as OS0, OS1, and OS2, while deliberately reducing reliance on orders from any single automaker. In 2021, Ouster went public via a SPAC. However, after that it faced delays in the commercialization of autonomous driving, rising interest rates, and a collapse in the industry’s LiDAR valuation. Its stock price subsequently fell significantly.
The real turning point came in 2023, when Ouster merged with Velodyne. Velodyne brought customers, patents, and brand recognition, while Ouster contributed a newer digital LiDAR architecture. After the merger, the company cut overlapping costs, integrated its supply chain, and gradually shifted from simply selling sensors to providing integrated software-and-hardware solutions.
Later, Ouster launched BlueCity and Gemini perception software, enabling LiDAR data to be used directly for traffic analysis, pedestrian detection, industrial safety, and infrastructure management. This means customers are no longer buying just a LiDAR unit, but a perception system that can understand the real-world environment.
In 2026, the company acquired StereoLabs again, incorporating the ZED camera, AI computing, sensor fusion, and vision models into its product lineup. With LiDAR providing distance and spatial information, and the camera delivering color, texture, and semantic recognition, Ouster has evolved from a LiDAR manufacturer into a sensing and perception platform for Physical AI.
Rev8, launched the same year, is an especially important milestone. The new product increases distance and resolution, and adds native color LiDAR capabilities, signaling that the company’s future competitive focus is no longer simply on hardware price—but on who can deliver a more complete computer vision platform.
What about the stock price in the future?
$OUST.US Whether it can continue rising depends mainly on three things.
First, whether Rev8 can scale up smoothly. If the new product drives increases in shipping volume, average selling price, and gross margin at the same time, the market may revise its expectations for future revenue upward again.
Second, whether the StereoLabs acquisition can generate cross-selling. If existing LiDAR customers start adopting cameras and perception software, the company’s valuation could gradually shift from a hardware manufacturer toward a platform-based technology company.
Third, whether losses continue to narrow.
OUSTUS-8.61%
Verified
Wall Street’s Five-Panel Focus: Investment Views on Key Stocks
Overall, Wall Street is broadly bullish on Nvidia, Broadcom, Micron, and SK Hynix. The core logic is that cloud giants are continuously increasing AI capital expenditures, driving demand for GPUs, custom ASICs, high-speed networking, and HBM. Delta Air Lines, on the other hand, falls under the travel recovery theme and a diversified basket.
Nvidia ( $NVDA )
Baird is optimistic about its data-center GPUs, next-generation platforms, the CUDA ecosystem, and its advantages in high-speed networking. Catalysts include shipments of new products, higher cloud capital expenditures, growth in sovereign AI and enterprise inference. Risks include an overvaluation, export restrictions, customers’ in-house chip development, and gross margin coming in below expectations. View: bullish long term; suitable as a core AI holding, but avoid chasing shares when sentiment is overheated.
Broadcom ( $AVGO )
UBS and Bank of America are bullish on its custom AI chips, switches, and data-center networking business. VMware can also provide steady software revenue and cash flow. Risks include customer concentration, order delays, and integration not meeting expectations. View: bullish; can be used as a second core allocation alongside NVDA.
Micron ( $MU )
Cantor Fitzgerald is bullish on HBM’s rapid growth and improvements in the DRAM and NAND cycles. It benefits from both AI and storage recovery, but earnings volatility is relatively high, so investors should watch capacity expansion and falling prices. View: bullish but high volatility; suitable as a satellite position.
SK Hynix (SKHY/000660)
The company is a leading HBM supplier and directly benefits from demand for AI accelerators such as Nvidia’s. If SKHY is a newly listed ADR, key things to monitor include sell-side coverage, trading volume, the exchange rate implied price versus South Korea’s parent company, and the ADR premium. View: bullish in the medium to long term; manage liquidity and premium risk early after listing.
Delta Air Lines ( $DAL.US ）
Goldman Sachs, Morgan Stanley, and Susquehanna are bullish on business travel, premium cabin offerings, fare discipline, and earnings guidance. Risks come from oil prices, wages, macro/market conditions, and capacity. View: neutral to bullish; suitable for reducing concentration in tech stocks.
In terms of allocation: NVDA and AVGO as the core; MU and SK Hynix to increase flexibility; DAL to diversify. AI capital expenditures remain the main storyline for 2026 to 2027, but these four “tier” semiconductor stocks are highly exposed to the same cycle. Investors should therefore monitor the average target price, earnings forecasts, valuation ranges, and actual changes in orders at the same time.
Overall, Wall Street is broadly bullish on Nvidia, Broadcom, Micron, and SK Hynix. The core logic is that cloud giants are continuously increasing AI capital expenditures, driving demand for GPUs, custom ASICs, high-speed networking, and HBM. Delta Air Lines, on the other hand, falls under the travel recovery theme and a diversified basket.
Nvidia ( $NVDA )
Baird is optimistic about its data-center GPUs, next-generation platforms, the CUDA ecosystem, and its advantages in high-speed networking. Catalysts include shipments of new products, higher cloud capital expenditures, growth in sovereign AI and enterprise inference. Risks include an overvaluation, export restrictions, customers’ in-house chip development, and gross margin coming in below expectations. View: bullish long term; suitable as a core AI holding, but avoid chasing shares when sentiment is overheated.
Broadcom ( $AVGO )
UBS and Bank of America are bullish on its custom AI chips, switches, and data-center networking business. VMware can also provide steady software revenue and cash flow. Risks include customer concentration, order delays, and integration not meeting expectations. View: bullish; can be used as a second core allocation alongside NVDA.
Micron ( $MU )
Cantor Fitzgerald is bullish on HBM’s rapid growth and improvements in the DRAM and NAND cycles. It benefits from both AI and storage recovery, but earnings volatility is relatively high, so investors should watch capacity expansion and falling prices. View: bullish but high volatility; suitable as a satellite position.
SK Hynix (SKHY/000660)
The company is a leading HBM supplier and directly benefits from demand for AI accelerators such as Nvidia’s. If SKHY is a newly listed ADR, key things to monitor include sell-side coverage, trading volume, the exchange rate implied price versus South Korea’s parent company, and the ADR premium. View: bullish in the medium to long term; manage liquidity and premium risk early after listing.
Delta Air Lines ( $DAL.US ）
Goldman Sachs, Morgan Stanley, and Susquehanna are bullish on business travel, premium cabin offerings, fare discipline, and earnings guidance. Risks come from oil prices, wages, macro/market conditions, and capacity. View: neutral to bullish; suitable for reducing concentration in tech stocks.
In terms of allocation: NVDA and AVGO as the core; MU and SK Hynix to increase flexibility; DAL to diversify. AI capital expenditures remain the main storyline for 2026 to 2027, but these four “tier” semiconductor stocks are highly exposed to the same cycle. Investors should therefore monitor the average target price, earnings forecasts, valuation ranges, and actual changes in orders at the same time.
Is anyone who wants to join? $SNDK $SOXL
DD-滴滴
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Put all the questions that have been asked
and include the confusing troubleshooting issues for new users
https://www點notion點so/
395116dcd624803cacbcfc74aaaa3a04?source=copy_link
and include the confusing troubleshooting issues for new users
https://www點notion點so/
395116dcd624803cacbcfc74aaaa3a04?source=copy_link
Some deposit and withdrawal issues that new investors may encounter, such as investing in the Korean stock market, U.S. stocks, and the Hong Kong stock market, etc.
Mainly provided in Notion for everyone’s reference.
Mainly provided in Notion for everyone’s reference.
Afternoon share: Flight $RE begins!
DD-滴滴
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The Breaker of the Trillion-Dollar Reinsurance Market: How RE Protocol Brings Fresh RWA Liquidity into DeFi
In the world of decentralized finance, we experienced the wild summer of liquidity mining, and we also witnessed countless high-yield projects propped up by token emissions eventually collapsing.
When the market returns to rationality, capital begins to go into a frenzy searching for real yields.
And so, the real-world asset track has seen a breakout.
However, if you look closely at the current market, you’ll find that the vast majority of projects are concentrated in U.S. government bonds.
While government bonds are safe, the ceiling on their yields is extremely obvious, making it impossible to meet the crypto market’s ultimate pursuit of capital efficiency.
RE Protocol chose an extremely hardcore track—one that in the past was almost never open to retail investors: reinsurance.
When the market returns to rationality, capital begins to go into a frenzy searching for real yields.
And so, the real-world asset track has seen a breakout.
However, if you look closely at the current market, you’ll find that the vast majority of projects are concentrated in U.S. government bonds.
While government bonds are safe, the ceiling on their yields is extremely obvious, making it impossible to meet the crypto market’s ultimate pursuit of capital efficiency.
RE Protocol chose an extremely hardcore track—one that in the past was almost never open to retail investors: reinsurance.
Finally applied for the gold one too
Nice to meet you all from now on
Nice to meet you all from now on
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