$XPEV carves out its robotics unit and raises >$900M at $6.3B+ valuations. This is following’s Unitree IPO, which now has a ~$35-$36B MC. Then there’s $NVDA / $AMZN backed Agility… at a $2.5B premoney valuation. Which I’d argue is actually further ahead in commercialization than Xpeng. Regardless, humanoids + physical AI sector funding is really taking off.

Lot of misinterpretations flying left and right around the $600m ATM. I'm still bullish on $AAOI and I have large positions (which is why I care more). What I've been consistent with is not being a fan of overusing ATMs/dilution for financing. I've said this before with $IREN + $POET. And I'll be consistent with my own positions like AOI. However, the reason I'm still overweight on AOI vs. the rest (looking at you Poet): Is that AOI is actually capacity constrained with high demand visibility. In terms of timing: - AOI should have waited until completion of 1.6T qualifications (expected in the next few weeks) - Could have used other structures like convertible notes above market prices. But they did it on the drop from $220 -> $130, and it's likely there will be short term structural overhang whenever they want to tap into it. I don't have to support every single business decision to remain long.

从观赏娱乐角度来说，这比赛还挺好看的。。。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

这周最重要的就是周五沃什演讲。达子财报也很重要，但是现在影响美股情绪的主要是美债，又加上沃什在达子财报之后登场，所以达子财报好坏似乎也没那么重要了。 至于沃什会怎么表现，我很矛盾。我本人是一直认为他走的是嘴上不表态，事实大鸽派的路线。但是目前市场对沃什的意见很大，觉得他不作为。如果沃什继续他的风格，我担心市场会死给沃什看。你不管臣妾，臣妾就一头撞死在你面前😅 但如果沃什有改变，这次突然强硬起来，那要硬也是往鹰的方向硬。肯定是美联储那种用嘴管理预期的老套路：用嘴加息。 所以分析完，感觉横竖都不是很好，主要市场已经不信任沃什了。市场最怕的就是不确定性，沃什的风格，其实就是增加了不确定性，是华尔街最讨厌的美联储风格。 其实要想扭转这一切，真的一点不难，川普完全有能力以一己之力扭转乾坤的。撤军+宣布胜利就是他一句话的事情，美国不需要事实胜利，只需要舆论胜利就行。但是我认为川普有自己的时间计划表，时间还未到。美国的大选发力一般都是提前1个多月，也就是九月中下旬开始。太早发力，有可能会令效果大打折扣，且被对手有反应时间。川普都不着急，说明他手上是有底牌的。 我们唯一能做的就是相信川普，相信科技，相信AI和相信世间。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

"At dawn begins an economic D-Day, The single greatest financial offensive ​ever marshalled against an adversary", per Bessent in FT. The US would target nations that engage with Iran's economy and financial system. Press conference is today 1 PM ET. Not quite sure markets would appreciate this, but we'll see.

很多人说存储卖预期买事实🤦存储有个屁预期，存储的预期就是白纸黑字写在纸上的 pe 只有 6，市场觉得存储盈利不可持续，这就是预期。不说一致看空吧，至少 3/4 的人是看空的。我自己社区的投票结果也符合这个数据。别以为你站在清醒的一边，实际上你只是随大流看空罢了。 买任何股票都要有耐心，涨得时候要耐心，跌的时候也要有耐心，耐心持有就是基本功。很多人不愿意等待，没有耐心，一心赚快钱，希望一夜暴富。如果真的这么简单就好了。可惜炒股路上没有捷径，都是一个坑一个坑踩过来的，慢即是快的道理，很多人只会把所有坑踩完才会想明白。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

别人跌都是财报不及预期，盈利不及预期。销量不及预期。 存储跌是因为钱赚的太多，都是什么回购不及预期，增速的增速不及预期。🤦真的，有一种找不出理由硬找理由的感觉。我只能说华尔街对存储的定位还是一个低端制造业、重资产制造业。你一个制造业，凭什么赚这么多钱？你也配？ 小镇做题家考上了北大，也处处招人排挤。想要得到尊重，那只能靠穷学生自己争气，以后出人头地，做大做强。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

看了一下新闻，说的是三星回购低于预期。华尔街是今天才看到回购公告的吗？这不是周五发生的事情吗？？也就是说，公告发出来以后，大家不觉得有问题。过了一个周末以后，觉得有问题了。我觉得挺可笑的。 我知道有人会说是韩国盘后发的公告，所以周一跌。可是晚上美股没跌呀，公告还是同一份公告，我也没见新闻说市场对这份回购公告失望，跌了以后新闻就出来了。到底是因为跌了才有的利空，还是有利空才跌呢？这是个问题。 现在吧，我感觉存储赚钱已经成为原罪了。不是什么基本面不好，也不是什么周期，也不是什么 AI 到头了，就是你赚太多钱了。感觉这是华尔街的一种歧视啊，就是存储你不配！！ 那就这样吧，PE 也就别涨了，涨 EPS 吧。 EPS 涨到天文数字。打死华尔街的脸。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

After watching clips of China's humanoid Olympics... I think we're cooked chat. Still can't believe $GOOGL sold Boston Dynamics, don't think we have another humanoid that can backflip. https://t.co/uERCqW85F5

有种国内反对在小区附近造信号塔的即视感🤦，这届美国人不好带啊😲 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

涨得是 blackwell 也就算了，你怎么 rubin 也涨呢？你不是优化方案削减了 hbm 数量吗，那怎么不继续削呢？再砍一半内存呗😅还是说不能再砍了，hbm 无法替代？🤔 其实谁都知道涨价的原因是什么，钱最终流向哪里应该不需要我说吧了吧😏 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

Having a mid-X identity crisis rn: ✓ saw 2025 ideas from $AXTI to $NBIS play out with everyone ✓ we got $AMD bandanas ✓ #1 most subscribed person on X by accident ✓ Chinese “White Hair” nicknames ✓ 1M followers Still here to track ideas, but what’s the next side quest?

涨价利空大科技，利好硬件😅供需决定一切。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。 https://t.co/YtGKxaETtg

Apparently, $RDDT thinks $MRVL had two major catalysts recently: The $12.2B Google TPU ecosystem agreement. And… Spider-Man: “Brand New Day” https://t.co/qmUvJqjcpo

太魔幻了，消息源来自微博，然后有老外翻译成了英文发到X，又被二次翻译成中文开始传开了。。。。 我就这么说吧，中美要谈的事情很多，但苹果的存储订单还没资格需要两国元首出面谈，纯国内网友脑补画面出来的。更何况这个东西中国自己手机都不够用，价格也不低，根本就不可能发生。

其实仔细看这个图，2025年后就已经失效了。。。

看到个统计很有意思，美光 $MU 只要收盘买入次日开盘卖出，这些年总收益是138万倍 如果每天开盘买收盘卖，亏99.92% https://t.co/22jhAOdD46

Okay… so the picture here is that Apple could start using CXMT after Trump and Xi meet? Rumor: Apple is actively looking to use Chinese-made memory in its hardware products, specifically for products sold in China. In fact, the memory has apparently already gone through testing.

我刚重温美国队长1，里面就有刚参军成功的队长推荐大家买美债的剧情。。。 哈哈哈，不要解释了，川普就是美国队长，没有毛病了。 https://t.co/NzbNsLDwSC

It's been fun to read these US Gov fact sheets (few a week) recently. Earlier this week was "Golden Age of Space Transportation", with $SPCX hard carrying the launch sector like Faker. And $RKLB + other rocket companies as beneficiaries of the 1K launch/reentry goal by 2030. This month we also had: - Drone component tariffs - American Mining / Critical Mineral deals - Polysilicon supply chains tariffs and a lot more... So helpful to see what sectors US policy is focusing on.

我体内的特斯拉DNA 动了🤣作为一个持有了非常久的特斯拉昔日股东，很难看到这样的新闻无动于衷🤣 我真心希望特斯拉能够好起来，马斯克的愿景能够实现，这个世界不能没有马斯克 Buy the dip，长期持有，永远缺存储，Discord在个人资料。 https://t.co/NiccuRqQaJ

It's getting much harder to support $AAOI when they keep dropping $500m or $600M ATMs left and right. At a certain point, the operating outlook could be positive. But the share structure/financing becomes increasingly shareholder unfriendly. Really, really, dislike ATMs and incessant capital raises, even if they're building up capacity.

不懂你的脑回路？什么人生有几个十年？我一个十年 2800%还不够吗？我七月 -50%，我一年还有 250%，你觉得有啥问题吗？你们玩短线就玩短线，收益先超过我再说，我其实很少晒收益，也就每月固定晒一下 ytd，今年 ytd 目前也不低。但我发现不晒收益，好像都觉得我在亏钱一样，你们是不是对我有什么误解😂 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

@hanking66 一个月趋势不是趋势？你人生有几个十年？你和相信你的粉丝七月腰斩，别人赚的盆满钵满

无脑做多怎么跟趋势作对？，我还可以把十年的线拉出来给你看，还是说你认为的趋势是几天？一周？一个月？😅 Buy the dip，长期持有，永远缺存储，Discord在个人资料。 https://t.co/yICmDtyuVs

投资真的是非常寂寞的一件事。前几天mRNA单日暴涨180%，馋死众人，但没人思考这180%背后是连跌四年的寂寞守候。比特币最近狂飙，大家又蠢蠢欲动，但真正在币圈的人都知道，这两年币圈真的狗都不如。哪怕最近黄金开始反弹，持有过黄金的人才知道今年有多艰难。 每一个奇迹之日，背后都是无数个失落夜晚。跌时无人安慰，别人涨时还会嘲笑你菜。投资就是这么寂寞，别人无法共情，只有暴涨时他们才试图了解你：“xx票还能追吗？”🤦 相信你相信的，看好你看好的，坚持你坚持的。投资就是反人性，没人愿意慢慢变富。但是往往笑到最后的，都是愿意相信等待的🙏 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

Uhh Citadel? > Say emergency rate hike. More crashes/liquidations follow > No rate hike > Reaches out to buy liquidated hedge fund portfolios > buys billions of Situational Awareness holdings. > Says AI bull case is intact >markets rally > Sells AI stocks into the buying pressure I’m just stating the timeline here…

你的感觉我好喜欢❤️

$MU 今晚感觉还会再试一次 1000。

Since people are having fun speculating on $SKHY CPO roadmap supply chains. I'm gonna do my own guess and say SK Hynix is evaluating Celestial/Ayar. Then doing heavy evaluation into microLEDs past first-gen deployments. Both have been kinda working on it for awhile. - Ayar shown up in SK hynix's own website in the context of optical <-> memory links. - Marvell is actively working with SK Hynix in custom memory solutions (and guess who owns Celestial now). Celestial/Ayar are both also cited in SK Hynix's linked Nature Paper, which helps a bit with technical relevance: (121): Stojanovic, V. A UCIe optical I/O retimer chiplet for AI scale-up. In 2025 IEEE Hot Chips 37 Symposium (HCS) 1–22 (IEEE, 2025) - This is Ayar reference (Ayar’s teraphy optical I/O chiplet), Stojanovic is Ayar Lab's co-founder btw. (123): Winterbottom, P. Photonic interconnect for accelerated computing celestial AI photonic fabric module (cough cough Celestial) There's more breadcrumbs out there, but wanted to keep this relatively short-form. For more upstream beneficaries: -> I still think $SIVE is the cleanest read through since they're likely supplying to both Celestial/Ayar. The interposer/packaging IP layer... People were speculating $POET, but Marvell probably vertically integrated players them out this year after the announcement. Given they've had their own SiPH interposer tech/integration IP before Celestials acquisition (eg. presented a silicon-photonics interposer back in 2023) -> AMS Osram (which I don't own), seems like they're co-developing in this area given they randomly went out of their way this year to say HBM <-> optics was a TAM increase for them. TLDR: I see Ayar/Celestial as candidates for SK Hynix's CPO roadmap, then microLEDs being commercialized past gen-1 maybe 2029. (this is all speculation) Just to throw a bone to quantum dot bros, this got cited like 5 times.

涨了就高潮，跌了就狂踩，亏一天就要死，不涨就是垃圾，每天交易，每小时交易，多要赚钱，空也要赚钱，吃满每一个波动，踩准每一次热点，买在最低，卖在最高，一天 10%，一个月翻倍，一年百倍，名字改成挑战 10u 到 100w😅 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

There’s a lot of viral fabricated screenshots of me going around recently. Some are annoying jokes for engagement, like text-edited posts from me citing bible verses. But some like “Innolight secures Nvidia NPO orders” or off platform promotional content are maliciously fabricated. Unfortunately I don’t have the power to prevent false images from circulating. So please make sure to double check primary sources.

X真是个测智商的地方：测网民和KOL的智商。比特币📈了两天，怎么能冒出来那么多早就开始看多的人了？我可记得几周前人人在踩STRC，骂Saylor卖币的🤷

过分了，白毛没发这个小作文，造起假来了 https://t.co/DJlR4oMpbu

以后的 HBM 都是焊死在芯片内部的，一起封装的。你还喊周期股，怎么周期啊？你和 CPU、GPU 一起周期啊？ Buy the dip，长期持有，永远缺存储，Discord在个人资料。 https://t.co/2cnkBjpanN

我有一种很强烈的感觉，根据我在美股多年的经验和对存储的了解，只要大盘这波能扛住，存储应该很快会去到新高。 现在最大的问题不是存储，而是整个宏观。所以拿好你的存储，静待风来就行了。 好好吃饭，好好睡觉，不要做过多的操作，更不要去做空任何股票，任何多余的操作都是你的亏损来源。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

拉黑一切叫你在回购当天做空存储的人，这要么真不懂，要么真的坏，为啥要在历史性回购这一天去空存储？你让我倒立洗头我也想不通这个逻辑… Buy the dip，长期持有，永远缺存储，Discord在个人资料。

这种垃圾大盘，存储还能逆势上涨😅 今天叫一句存储大哥不过分吧，哈哈哈。 不过老实说，在海力士和三星发布天量回购计划之后还敢做空存储的也是人才😅真的空出肌肉记忆了，已经完全不动脑子了😅 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

After seeing how the robotics and space sectors reacted to Unitree and $SPCX IPOs I’m not quite sure I want Anthropic to go public… https://t.co/hY6tM1r4Qb

Very positive. My opinion is that the optical sector underperformance recently from $AAOI to $SIVE has been absurd. The demand visibility... is just way too stupidly high. AOI: “Even combined AOI, Coherent program altogether, is still very tough to meet the customer demand in the next 3 years” (2029) Elazr GM: "entire optical supply chain was facing major shortages." "The shortage will continue to the next few years" Sivers CEO said the same thing about InP laser demand imbalances expected for the next 3-5 years. Can go on and on about $LITE, $MTSI and other comments. We haven't even hit the inflection point with 1.6T, NPO, CPO scale out/up, and optics with memory (as seen with SK Hynix). Yet the industry is already bottlenecked by EML/CW and all your other upstream components from PDs/TIA/DSPs, transceivers, and soon FAU + others when CPO scales… I'm personally extremely comfortable watching this all play out, but just a little confused that markets don't know how to math a year or two ahead.

我不知道空存储的人是怎么想的，我真不建议空任何股票，哪怕你真的很想空，不空就难受，也应该尽量去避免空存储。你空一个地球上赚钱最多的企业，光这点就已经是反人类的行为了。你可以去空亏损的，空市梦率的公司，也比想不开去空存储好... 我们做空是不是也要讲逻辑，也要讲道理。总不能看到一个涨的高的就去空，更何况存储现在涨的也不好啊...所以我完全看不懂做空存储的脑回路到底是怎么发育出来的。。 你真要空，为什么不去空某些pe几百倍的公司。。。那些画饼公司。。。那些马上要解禁的公司。。。这不比空存储胜率高很多。。代码我就不说了，因为我本身不推荐做空任何股票，这并不是条推荐做空的帖子，而是反对做空的帖子。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

存储今天涨出了一种我命由我不由天的气势😭😭 Buy the dip，长期持有，永远缺存储！Discord在个人资料。

《我在存储躲熊市？》 Buy the dip，长期持有，永远缺存储！Discord在个人资料。

昨天空头开心了一晚，结果起床一看-0.3%，现在盘前-0.9%，已经开始有人阴阳我怎么不说话了😅空头现在高潮的阈值已经这么低了吗……🐸🐸🐸 哥哥们，能不能沉稳一点，你们已经是成熟的空头了，不应该搞的跟个没见过世面似的🤏 现在就是硬件集体回调，甚至是全美股回调，存储有利好撑着，其实跌的还是少的，应该庆幸才对。美债始终是一个非常大难题，他就是纳斯达克的锚点，定价的标准，只有川普离开伊朗泥潭，美债问题才能根本解决。川普其实比谁都懂，相信川普，没有人比川普更希望美股继续涨的，昨天贝森特亲自放水就是川普在意股市的证明，所以不用太慌，真的要是大崩特崩的时候，川普会来救市的。 Buy the dip，长期持有，永远缺存储！Discord在个人资料。

美债收益率又飙起来了🤦老川子，别和伊朗耗了，赶紧回来搞大选了。君子报仇十年不晚，90 岁的时候我们再搞他🤣 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

@aleabitoreddit @EnamelEquity you’re still positive about $SIVE, right? just needs time to play out.

I'm glad the leverage bros moved from AI stocks back to Hyerliquid and biotech like $MRNA, so maybe we'll see a faster recovery. Aside from that just some TLDR stuff: - $EWY up, primarily from SK Hynix buybacks (they're just too profitable), and Samsung Foundry roughly ~10-15% price hikes. - $SKHY unveils CPO roadmap?? Apparently they're doing something with photonic interposer that links to memory, so I gotta look a bit deeper into this Probably going to be more TAM expansion, more supply chain beneficiaries (eg. lasers, PICs, packaging) off this. - $YMTC pursuing IPO next quarter following CMXT's successful IPO. The Chinese IPO market is just going brrr from Unitree to memory makers. US needs to do something similar rather than IPOing companies at trillion dollar valuations already. - Tyntek limit up there's now order visibility through 2028, given photodiode demand imbalance for photonics. Elazr GM did say the entire optical supply chain was facing major shortages... I'll probably look more at high-end PD bottlenecks next. - MS forecasts a 50% Q/Q price increase for DDR4 for Q3, and 10%+ increase for Q4 2026. (Nanya/2408, Windbond/2344, should be happy). - China reportedly delays clearance from germanium, quartz-based materials, and neodymium magnets To taiwan. So I'll probably have some fun looking into supply chains disruptions there over cup noodles. - High-end PCB drill shortage (still ongoing), Kawei (5498) said AI DCs, servers and optical communications are driving demand for PCBs, HDI and package substrates, while tungsten prices are rising. Though the world's five largest drill manufacturers are aggressively expanding capacity, supply remains far below overall market demand Just stuff I found interesting recently, obviously $MRNA stuff is too.

其实我自己的交易频率是非常非常低的，而且一年中大概有 350 天是满仓的，几乎属于买了就不动了。我知道如果我频繁交易可能流量会更高，订阅的人会更多。但说实话，我实在厌倦了频繁交易，短期波动对心态的影响太大了，容易患得患失，心力憔悴，最后收益其实也不见会很高，给我一种吃力不讨好的感觉。 有一句话说的很好，能躺着赚钱干嘛要站着赚钱🤦慢慢的，我就变成多看少动，长期持有，绝不空仓，一定保证自己时刻在市场里的风格了 反观存储，这一个多月，起起伏伏，现在 950 上下，其实只要你不是最高点买的，大部分人最多也就亏个十几个点而已，但给人现在的体感好像存储已经跌到断气了一样…也不知道在慌什么，整天问要不要止损，要不要跑路🤦说实话这么敏感，最后的结果要么卖飞，要么追高😂 炒股还是要迟钝一点好，你可以对新闻敏感，对宏观敏感，但是对交易越迟钝越好，不然真的会很累😮‍💨这一个多月，我相信有不少人已经厌倦了。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

嘿嘿，利好源源不断，空头选择性无视，在他们眼里，存储逢高空就完事了🫠🫠真的，最后怎么死都不知道，收手吧阿祖🤭🤭 Buy the dip，长期持有，永远缺存储，Discord在个人资料。 https://t.co/YD1xyjRF4U

好消息就是好消息，欧巴硬梆梆！回购这种实打实的好消息，直接提升 eps，你说涨不起来？那我觉得炒股也别炒了，去买彩票吧，反正都已经不看逻辑了。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。