加密猴哥MJ
622 Posts
加密猴哥MJ
越来越好，保持高质量输出！X同名。
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The days of USDC are getting harder and harder to manage
First there was the old stablecoin USDT in the crypto circle
Next to it, there’s also OUSD, which is jointly promoted by more than 140 big companies
And there’s the USD1 from the Trump family
Recently, from time to time, you might find
that in Binance’s BTCUSD1 contract trading pair
sometimes the depth is better than USDC
There are two possibilities
Either USD1 and Binance are increasing liquidity together
Or more fee-paying users and institutions are trading on usd1
The latter is more likely
because lately many of the orders are large amounts
With the fee advantage, there’s a high chance that big accounts and institutions are involved.
This wave of USD1 “bear market” investing is too impressive
Many people made money and have already gotten used to using USD1
USDC’s advantage is gradually disappearing
First there was the old stablecoin USDT in the crypto circle
Next to it, there’s also OUSD, which is jointly promoted by more than 140 big companies
And there’s the USD1 from the Trump family
Recently, from time to time, you might find
that in Binance’s BTCUSD1 contract trading pair
sometimes the depth is better than USDC
There are two possibilities
Either USD1 and Binance are increasing liquidity together
Or more fee-paying users and institutions are trading on usd1
The latter is more likely
because lately many of the orders are large amounts
With the fee advantage, there’s a high chance that big accounts and institutions are involved.
This wave of USD1 “bear market” investing is too impressive
Many people made money and have already gotten used to using USD1
USDC’s advantage is gradually disappearing
The other day, the U.S. stock market correction in storage and semiconductors scared a lot of people away.
Today, most of it has basically been pulled back.
Holding on is how important it is—otherwise you might really end up feeling clueless and losing money.
MRVL, AMD, TSLA, INTC, MU
These great stocks are all suitable for buying on pullbacks.
The AI market should reach a new peak around November this year, and then keep moving back and forth through to the first half of next year.
I still think that the potential of humanoid robots should be even greater next year.
Today, most of it has basically been pulled back.
Holding on is how important it is—otherwise you might really end up feeling clueless and losing money.
MRVL, AMD, TSLA, INTC, MU
These great stocks are all suitable for buying on pullbacks.
The AI market should reach a new peak around November this year, and then keep moving back and forth through to the first half of next year.
I still think that the potential of humanoid robots should be even greater next year.
The more you look, the more you like it
The market for humanoid robots is measured in trillions of US dollars
Even though it has risen from 3.5 to 5.9, the market is still only 3.7 billion
In terms of sensors, OUST has its own monopoly technology
In the drone segment, it’s also a necessity
If you force me to pick a potential stock with a small market cap and 10x upside
OUST definitely counts as one
The market for humanoid robots is measured in trillions of US dollars
Even though it has risen from 3.5 to 5.9, the market is still only 3.7 billion
In terms of sensors, OUST has its own monopoly technology
In the drone segment, it’s also a necessity
If you force me to pick a potential stock with a small market cap and 10x upside
OUST definitely counts as one
加密猴哥MJ
·
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High-Potential US Stocks (1): OUST
Physical AI's Eye
I've been researching OUST for a week now, and the stock price has jumped from 35 to 43.
Currently, the market cap is only $2.7 billion, with some overseas institutions giving it a sky-high valuation of $40 billion.
The caveat is that Physical AI needs to fully explode.
OUST hit the Nasdaq in 2021 and falls within the range of the potential stocks I mentioned earlier.
To cut to the chase, why am I bullish on OUST?
OUST has been focused on hardware, but it has now transformed into Physical AI.
The most important thing is its extremely high moat.
The products are deeply integrated with the NVIDIA ecosystem and are core necessities in fields like robotics, automotive, and defense.
Amazon is also a key client, and there's a partnership model to unlock equity, potentially allowing them to hold around 5%.
OUST's projected revenue for 2025 is about $169 million, with a year-on-year growth rate of about +52%.
Although it hasn't escaped losses yet, the good news is that it's in the early stages of a booming sector.
Market expectations are that the company's revenue will skyrocket by 2027.
Using the P/S ratio to predict the valuation, it could be estimated at $6 to $8 billion.
But that's still a conservative outlook, considering it's a tech growth stock that's still in the red.
The Physical AI sector will definitely surpass everyone's expectations! #oust
Physical AI's Eye
I've been researching OUST for a week now, and the stock price has jumped from 35 to 43.
Currently, the market cap is only $2.7 billion, with some overseas institutions giving it a sky-high valuation of $40 billion.
The caveat is that Physical AI needs to fully explode.
OUST hit the Nasdaq in 2021 and falls within the range of the potential stocks I mentioned earlier.
To cut to the chase, why am I bullish on OUST?
OUST has been focused on hardware, but it has now transformed into Physical AI.
The most important thing is its extremely high moat.
The products are deeply integrated with the NVIDIA ecosystem and are core necessities in fields like robotics, automotive, and defense.
Amazon is also a key client, and there's a partnership model to unlock equity, potentially allowing them to hold around 5%.
OUST's projected revenue for 2025 is about $169 million, with a year-on-year growth rate of about +52%.
Although it hasn't escaped losses yet, the good news is that it's in the early stages of a booming sector.
Market expectations are that the company's revenue will skyrocket by 2027.
Using the P/S ratio to predict the valuation, it could be estimated at $6 to $8 billion.
But that's still a conservative outlook, considering it's a tech growth stock that's still in the red.
The Physical AI sector will definitely surpass everyone's expectations! #oust
OUSTUS-18.06%
Partly True
In my view, the US stock market at least needs to stay bullish until 2027.
The peak period for AI earnings to be realized will most likely be in next year's Q3 and Q4—especially around Nvidia's Q4 results.
Nvidia's Blackwell is currently being shipped at large scale, and Vera Rubin will also enter full ramp-up next year.
Especially on the revenue side, realization will accelerate in the second half of 2027.
Other companies in the AI supply chain, such as Broadcom, TSMC, and others, are in a similar situation.
Most of the major orders are locked in for delivery between 2026 and 2027, with the highest density in the first half of 2027.
At this point, the AI bull market can continue—there really isn't anything wrong with that.
But as the saying goes, when it reaches its peak, it must decline; cycles repeat.
After the peak, expectations of weaker data will inevitably come.
And 2028 is also a year with extremely high uncertainty.
The 2008 financial crisis—everyone knows about that.
In 2018, the US stock market had its worst performance since 2010.
It seems 2028 may be pointing to this same pattern, since AI has risen too sharply in recent years and can't keep going forever.
If the US stock market sees a major correction in 2028, then it will truly usher in another phase of “picking up gold.”
The peak period for AI earnings to be realized will most likely be in next year's Q3 and Q4—especially around Nvidia's Q4 results.
Nvidia's Blackwell is currently being shipped at large scale, and Vera Rubin will also enter full ramp-up next year.
Especially on the revenue side, realization will accelerate in the second half of 2027.
Other companies in the AI supply chain, such as Broadcom, TSMC, and others, are in a similar situation.
Most of the major orders are locked in for delivery between 2026 and 2027, with the highest density in the first half of 2027.
At this point, the AI bull market can continue—there really isn't anything wrong with that.
But as the saying goes, when it reaches its peak, it must decline; cycles repeat.
After the peak, expectations of weaker data will inevitably come.
And 2028 is also a year with extremely high uncertainty.
The 2008 financial crisis—everyone knows about that.
In 2018, the US stock market had its worst performance since 2010.
It seems 2028 may be pointing to this same pattern, since AI has risen too sharply in recent years and can't keep going forever.
If the US stock market sees a major correction in 2028, then it will truly usher in another phase of “picking up gold.”
Verified
TSLA is really tough—when the AI pulls back, it rallies.
I just feel like news from Optimus is about to drop soon.
The humanoid robot sector is waiting for a big catalyst.
As for MU, there’s not much to say—I did two rounds.
From 650 to 1000, then around 910 up to 1200.
When Hynix goes public, it will definitely dilute its upside potential.
For the next few years, memory/storage is still a must-have—keep a bit for the long term.
My current position priorities:
TSLA, MRVL, and SPACEX are long-term, while MU is mid-term.
The rest are just some “wildcard” small-cap stocks.
I’m optimistic about the market in July.
Let’s wait for Hynix to list—can it bring another wave of pullback?
I just feel like news from Optimus is about to drop soon.
The humanoid robot sector is waiting for a big catalyst.
As for MU, there’s not much to say—I did two rounds.
From 650 to 1000, then around 910 up to 1200.
When Hynix goes public, it will definitely dilute its upside potential.
For the next few years, memory/storage is still a must-have—keep a bit for the long term.
My current position priorities:
TSLA, MRVL, and SPACEX are long-term, while MU is mid-term.
The rest are just some “wildcard” small-cap stocks.
I’m optimistic about the market in July.
Let’s wait for Hynix to list—can it bring another wave of pullback?
After you fall in love with someone, even the shit she takes smells sweet.
A fun fact: Google has released more than 1 billion mosquitoes across four continents so far.
If mosquitoes are going to die, then let them die—I really hate mosquitoes.
Every time I get bitten, I break out in hives—purely an allergic reaction.
Sometimes I can’t even sleep well because it’s just too uncomfortable.
Google is truly a tech company that benefits all of humanity.
Now when searching for things, I prioritize Google.
No search scams—no “Puzhou hospitals.”
Google Docs has replaced the Tencent Docs I used before.
I don’t use QQ and my NetEase email accounts much anymore.
As for Google’s plan to release mosquitoes—I’m all for it with both hands.
If mosquitoes are going to die, then let them die—I really hate mosquitoes.
Every time I get bitten, I break out in hives—purely an allergic reaction.
Sometimes I can’t even sleep well because it’s just too uncomfortable.
Google is truly a tech company that benefits all of humanity.
Now when searching for things, I prioritize Google.
No search scams—no “Puzhou hospitals.”
Google Docs has replaced the Tencent Docs I used before.
I don’t use QQ and my NetEase email accounts much anymore.
As for Google’s plan to release mosquitoes—I’m all for it with both hands.
GOOGLonAlpha
GOOGLUS-0.55%
Verified
Don’t be too timid when trading US stocks.
From MU going from 300 to 1200—
how many people got scared off during that process.
Everything your KOLs and OGs give you is a rational value.
When it was 300, they told you a target of 400.
But you often can’t get 400.
Maybe it hits 380 and you bail.
Then the worst situation happens:
MU jumps straight up to 450.
All kinds of KOLs and OGs continue the analysis,
and the target price is back at 500.
So the discomfort of missing out hits,
and you chase it.
But overall your cost basis keeps rising.
Never underestimate the bull market cycle in US stocks.
Don’t be overly cautious.
Don’t just follow the rumors.
Have a bit more nerve so you can actually get your share in US stocks.
From MU going from 300 to 1200—
how many people got scared off during that process.
Everything your KOLs and OGs give you is a rational value.
When it was 300, they told you a target of 400.
But you often can’t get 400.
Maybe it hits 380 and you bail.
Then the worst situation happens:
MU jumps straight up to 450.
All kinds of KOLs and OGs continue the analysis,
and the target price is back at 500.
So the discomfort of missing out hits,
and you chase it.
But overall your cost basis keeps rising.
Never underestimate the bull market cycle in US stocks.
Don’t be overly cautious.
Don’t just follow the rumors.
Have a bit more nerve so you can actually get your share in US stocks.
MUonAlpha
MUUS-6.14%
July will be another wave of peak momentum in the storage sector
Cherish the market opportunities every month
Whatever you do, don’t make random moves
Analyze and analyze all you want—it's not as good as holding onto the leading stock
Stand in the light, and you can stay away from the darkness.
Cherish the market opportunities every month
Whatever you do, don’t make random moves
Analyze and analyze all you want—it's not as good as holding onto the leading stock
Stand in the light, and you can stay away from the darkness.
Verified
Start bargain hunting— the more panic, the more excited
MU's earnings report far exceeded expectations
MRVL was dragged down so much— can we keep adding
INTC hasn't really fallen at all; it's extremely strong
US stocks are really great—they always give opportunities to board again on pullbacks
MU's earnings report far exceeded expectations
MRVL was dragged down so much— can we keep adding
INTC hasn't really fallen at all; it's extremely strong
US stocks are really great—they always give opportunities to board again on pullbacks
When storage hasn’t started, many people say it has a cycle
Now that prices have risen, they say the cycle has changed
If it didn’t go up, it’s bearish; if it went up, it’s bullish
Playing the US stock market is most afraid of only listening to what others say
And forgetting what you should do
Before the trend sector takes off
Most people definitely don’t think highly of it
From contempt to hesitation, and then to FOMO worship
AI’s next round is robots and space
For friends who have bought, don’t be in a hurry—wait patiently for the explosion
Now that prices have risen, they say the cycle has changed
If it didn’t go up, it’s bearish; if it went up, it’s bullish
Playing the US stock market is most afraid of only listening to what others say
And forgetting what you should do
Before the trend sector takes off
Most people definitely don’t think highly of it
From contempt to hesitation, and then to FOMO worship
AI’s next round is robots and space
For friends who have bought, don’t be in a hurry—wait patiently for the explosion
SPCXUS+2.25%
Embrace opportunities that can change the world
AI industry track
Humanoid robots
Quantum computing
Energy storage and power
Space ecosystems
Biotechnology
These are the directions for how human society will evolve over the next few decades
Within each of these tracks, there are overall leading companies
Within each track, every sub-field has its own dark horse
We don’t need to buy into everything
Catching one or two tracks is enough
US stocks really can change your social class
The prerequisite is having enough principal
I think 500,000 yuan is enough
If you don’t have capital yet, first spend your effort on increasing your income
Earning 5K per month versus earning 10K per month is fundamentally different
Don’t spend too much time for small fluctuations of a few thousand—it's not worth it
AI industry track
Humanoid robots
Quantum computing
Energy storage and power
Space ecosystems
Biotechnology
These are the directions for how human society will evolve over the next few decades
Within each of these tracks, there are overall leading companies
Within each track, every sub-field has its own dark horse
We don’t need to buy into everything
Catching one or two tracks is enough
US stocks really can change your social class
The prerequisite is having enough principal
I think 500,000 yuan is enough
If you don’t have capital yet, first spend your effort on increasing your income
Earning 5K per month versus earning 10K per month is fundamentally different
Don’t spend too much time for small fluctuations of a few thousand—it's not worth it
Verified
Looks like MicroStrategy is in a hurry
They're currently going all out on financing
STRC is preferred stock
It only needs $1.7 billion in interest every year
If they keep selling coins to cover their costs
They could last for many years
MSTR isn't facing a liquidation risk
Even though I know Bitcoin will hit new highs
MicroStrategy can survive through this
But the consensus and confidence have been shattered
I won't trust their word anymore
They're currently going all out on financing
STRC is preferred stock
It only needs $1.7 billion in interest every year
If they keep selling coins to cover their costs
They could last for many years
MSTR isn't facing a liquidation risk
Even though I know Bitcoin will hit new highs
MicroStrategy can survive through this
But the consensus and confidence have been shattered
I won't trust their word anymore
Verified
When's the best time to invest in SPCX?
My answer is below $1.5 trillion market cap.
SpaceX is currently at $2 trillion, which is still pretty high.
The company's still in the red, losing $5 billion last year, and estimates suggest more losses this year.
As of now, SpaceX is still in the business pipeline building phase.
Next year could be a turning point; they might rake in over $10 billion.
Even if they hit that $10 billion mark, compared to the $2 trillion market cap,
that's still over 200 times, which is really pushing the future.
If revenues hit $100 billion, then it's just over 20 times, and at that point, it's undervalued.
But SpaceX is a high-potential tech stock with a significant moat, so a high multiple isn’t surprising.
It all depends on whether SpaceX can flush down to below $1.5 trillion after the stock unlock in August.
I still feel like the probability of breaking the issue price this year is quite high.
Short-term, the bearish sentiment is quite strong, and the chips are still in a low liquidity state, so there might be a bounce.
Long-term, we're still far from the golden opportunity.
My answer is below $1.5 trillion market cap.
SpaceX is currently at $2 trillion, which is still pretty high.
The company's still in the red, losing $5 billion last year, and estimates suggest more losses this year.
As of now, SpaceX is still in the business pipeline building phase.
Next year could be a turning point; they might rake in over $10 billion.
Even if they hit that $10 billion mark, compared to the $2 trillion market cap,
that's still over 200 times, which is really pushing the future.
If revenues hit $100 billion, then it's just over 20 times, and at that point, it's undervalued.
But SpaceX is a high-potential tech stock with a significant moat, so a high multiple isn’t surprising.
It all depends on whether SpaceX can flush down to below $1.5 trillion after the stock unlock in August.
I still feel like the probability of breaking the issue price this year is quite high.
Short-term, the bearish sentiment is quite strong, and the chips are still in a low liquidity state, so there might be a bounce.
Long-term, we're still far from the golden opportunity.
Verified
The most promising projects to hit a trillion-dollar market cap
NVDA - NVIDIA
Dominating the chip and CPU scene, the king of selling shovels.
GOOGL - Google
Leading in AI cloud computing, with over 4 billion global users.
SPCX
The frontrunner in the space AI ecosystem, the GOAT of communications.
TSLA - Tesla
Pioneering humanoid robots, leading the charge in physical AI.
I expect NVDA to be the first to hit the target, followed by Google.
The others will likely catch up in about 5 years.
NVDA - NVIDIA
Dominating the chip and CPU scene, the king of selling shovels.
GOOGL - Google
Leading in AI cloud computing, with over 4 billion global users.
SPCX
The frontrunner in the space AI ecosystem, the GOAT of communications.
TSLA - Tesla
Pioneering humanoid robots, leading the charge in physical AI.
I expect NVDA to be the first to hit the target, followed by Google.
The others will likely catch up in about 5 years.
Now the spotlight should shift to TSLA
You finish your act, and it's my turn to shine
It's about time for TSLA to perform
Keep betting on humanoid robot breakthroughs
TSLA will lead the charge.
You finish your act, and it's my turn to shine
It's about time for TSLA to perform
Keep betting on humanoid robot breakthroughs
TSLA will lead the charge.
Only Trump could pull off a birthday UFC event at the White House.
Honestly, I think Trump still has some fight left in him.
The guy's 80, but he must really love the combat scene.
Otherwise, why is he always throwing punches wherever he goes?
Even his handshakes are like strength contests.
Yesterday's match was pretty intense.
Aside from the 'King of Understanding', I spotted the WLFI logo.
That ad placement must've been free, right?
Given how tight Dana and Trump are.
The fight was a global spectacle, and WLFI's marketing was definitely worth it.
In this bear market, WLFI has been throwing around cash.
Exchanges like Binance are running USD1 airdrop promotions.
The yields are high, and many are cashing in big time.
It's hard to believe this has been going on for nearly half a year.
Honestly, I think Trump still has some fight left in him.
The guy's 80, but he must really love the combat scene.
Otherwise, why is he always throwing punches wherever he goes?
Even his handshakes are like strength contests.
Yesterday's match was pretty intense.
Aside from the 'King of Understanding', I spotted the WLFI logo.
That ad placement must've been free, right?
Given how tight Dana and Trump are.
The fight was a global spectacle, and WLFI's marketing was definitely worth it.
In this bear market, WLFI has been throwing around cash.
Exchanges like Binance are running USD1 airdrop promotions.
The yields are high, and many are cashing in big time.
It's hard to believe this has been going on for nearly half a year.
Partly True
Maybe we'll see MU hit 1200 this week.
The big three in storage – Samsung, SK Hynix, and Micron – are on fire.
Market expectations project total profits to hit $707 billion by 2027!
Apple, Microsoft, Google, Amazon, Meta, and Tesla.
The total profits of these six giants combined can't even match that.
They're expected to make a total of $661 billion by 2027.
Storage is seriously raking in the profits right now.
This isn't just revenue; it's operating profit.
Turns out, a wave of industrial revolution can be pretty brutal.
Luckily, everyone’s on the bandwagon; otherwise, we’d all be regretting it.
The demand for storage driven by AI is only going to ramp up.
The future can't be limited to just the current scale.
Right now, I've only got MU in my storage bag, and I've got to hold tight.
I used to have SanDisk, but I bailed out between 1080 and 1600.
The big three in storage – Samsung, SK Hynix, and Micron – are on fire.
Market expectations project total profits to hit $707 billion by 2027!
Apple, Microsoft, Google, Amazon, Meta, and Tesla.
The total profits of these six giants combined can't even match that.
They're expected to make a total of $661 billion by 2027.
Storage is seriously raking in the profits right now.
This isn't just revenue; it's operating profit.
Turns out, a wave of industrial revolution can be pretty brutal.
Luckily, everyone’s on the bandwagon; otherwise, we’d all be regretting it.
The demand for storage driven by AI is only going to ramp up.
The future can't be limited to just the current scale.
Right now, I've only got MU in my storage bag, and I've got to hold tight.
I used to have SanDisk, but I bailed out between 1080 and 1600.
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