JUST IN 🚨: Intel reportedly considering legal options after Jim Cramer said, "Intel's the one." Minutes later, $INTC plunged 📉 📉 https://t.co/34opZSpXjF

RT @AMD: The feeling’s mutual. 🤝

@aleabitoreddit Is AAOI in trouble if CPO is coming soon?

From $AMD Advancing AI, channel checks: Helios networking partners told me they expect AMD to pursue CPO for future generations of Helios scale up networking. And expects other hyperscalers + industry to go down the CPO route. One AI infra executive at a company involved in a hyperscaler CPO programs said they had seen no indication of CPO scale up supply chain delays. Pushing back on recent 3rd party delay reports. This was informal commentary, not official AMD or partner guidance.

$AMD reached out directly to hand me some special swag! Apparently they only made 30 of these bandanas? I love AMD and Lisa Su now. https://t.co/KgcYjBUcTv

I have this feeling that Lisa from $AMD likes AI. It’s cool getting to meet some of you at the event! https://t.co/AWdGS349xF

mu破1000了💋💋💋，股价底永远在情绪底之前🤫🤫，涨起来很快的🤣🤣 Buy the dip，长期持有，Discord在个人资料。

完全不担心战争和通胀，因为我相信川普 Buy the dip，长期持有，Discord在个人资料。

就问你们~这是不是我一直说的剧本？机构用鬼故事小作文砸盘，收割带血的筹码，自己建仓完毕之后，然后开始吹存储了。所以我一直叫你们不要卖出！不要卖出！不要卖出！希望我的良苦用心有人懂我。 可惜还有人相信《存储到头了》的鬼故事，而这些鬼故事的作者却已经在喊买入存储了。🤣🤣 Discord在个人资料，buy the dip，长期持有。

现在看完全正确✅ Buy the dip，长期持有，Discord在个人资料。

JUST IN: Morgan Stanley says "buy" memory stocks

韩国人为了美国爹也是尽力了。锁死之后，ADR海力士的溢价可以名正言顺的存在了。对于韩国来说，也是一个很好的价格参照，也会变现拉高股价。 Discord在个人资料，buy the dip，长期持有。 https://t.co/vB3PdIcKRm

其实华尔街想要砸硬件也是有角度解读的，同比增速在放缓，但是华尔街明显没有这么解读，说明华尔街已在车上😉😉不能搬石头砸自己脚🤣 所以别信华尔街的鬼故事，都是屁股决定脑袋 Buy the dip，长期持有，Discord在个人资料。 https://t.co/tdX14Zvnkg

段永平也要买 mu 了，看来段永平也是傻逼，“存储都周期大顶了”，现在才进场🐶🐶 我真的无比看好存储，所有人嘴里的周期全都是拿过去经验预测的，大家都低估了需求，严重的低估，对存储的需求会来到一个人类从来没有经历过的未知领域，存储极有可能还是起点。😘😘 Buy the dip，长期持有，Discord在个人资料。

$INTC and $AMD to sign CPU LTAs with Chinese customers for AI DCs (Reuters). - Prices of some CPU products have risen more than 40% in China since the start of the year from sources. - Month-on-month increases topping 10% for some products CPUs were already a bottleneck, following CPU ratios due to AI inference... But the broader trend of LTAs seems to be appearing from: - Memory, with $MU, Samsung, $SNDK, and SK Hynix signing DRAM/NAND LTAs. - Photonics, with $LITE, $COHR signing EML LTAs. And recent Trendforce reports that $AMD and hyperscalers are now pursuing CW LTAs. And I'm sure there's many more from MLCCs to all the way to substrates. +1 for the bottleneck investors... hard to be a "bubble that pops" if you have take or pay demand spanning multiple years.

Just some notes from $TSLA transcripts: Elon Musk: "I think Optimus will be the biggest product ever" from Q2 earnings transcripts. Even from Q1, Elon Stated: "I think Optimus will be our biggest product. Not just Tesla's biggest product ever, but probably the biggest product ever. And I remain convinced of that conclusion". It's very rare to see such high conviction reiterated from Elon regarding humanoids both directionally and TAM-wise. In terms of upstream suppliers opportunities, Karn Budhiraj, VP of $TSLA supply chains stated: "We’re seeing the same level of investment going to memory and also new specific items like metal injection molded parts, flexible printed circuits, and all sorts of nonlinear technologies..." And that they had to build new supply chains from scratch. So would be interesting to look at for new supply chain supplier opportunities apart from the known ones. Just pulled older slides and it looks like capacity targets for Fremont are 1M and Giga Texas was 10M, so at scale, $TSLA seems to be the clear US leader. If you're looking at that S-Curve opportunity ramp. On a side note, Elon also gave a shoutout to $MU with likely reasonably priced LTAs, given his statement: "We really appreciate Micron making room for Tesla in the years to come and giving us actually a very significant allocation on reasonable terms given the pretty insane pricing of memory these days." (Just for structural memory demand). Elon also gave a shoutout to Panasonic which had invested many billions in increasing battery cell production (will need to do deeper DD into Panasonic after this), then Samsung and $TSM. Just takeaways from Tesla earnings TLDR: Elon tends to be directionally correct on where the future is heading, such as with EV or Space. He seems extremely bullish on humanoids.

谷歌燃烧自己，照亮全世界，全世界股民都欠谷歌的，我说到做到，我会很快建仓谷歌，直到最后重仓她，以报答今天他救热巴（mu）的一命之恩。 Buy the dip，长期持有，Discord在个人资料。

谷歌的财报几乎是存储完美的答案，资本开支继续上调，存储到头不攻而破。营收，利润率双双加速，AI 泡沫论不攻而破。ceo 还对未来做出了非常乐观的展望，丝毫不担心硬件涨价。甚至这几年的资本投入其实已近开始再财报上获得正反馈了。 这几乎是一份无懈可击的财报（对于存储），它打开了存储未来的上涨空间，回应了所有的质疑。 已经没有任何理由质疑存储了，cww 可以自信纹胸口了！ Buy the dip，长期持有，Discord在个人资料。

我要开香槟了！谷歌财报出来了，资本支出上调，27 年继续大幅增加。我宣布存储没走到头！！！存储还在半山腰，回调正式结束！反转开启！！热巴（mu）冲击 2000！ 目前还可以买！！ 那些追着骂我一个月的，你们不是喜欢后视镜审判吗？那现在拿出你们的后视镜再看看，这一路我让大家不要卖，坚持持有，我到底是在害人还是救人呢？？到底是止损的人亏钱了还是拿着不卖的人亏钱了？ 在美股🀄乐观才能赚钱，悲观赚不到的。 Buy the dip，长期持有，Discord在个人资料。

$GOOGL updates FY 2026 capex guidance: To $195B-$205B. Up from $180B-$190B. Google is also expected to significantly increase capex in 2027. This is perhaps the most bullish read through on upstream semis from a hyperscaler. https://t.co/dXiI0Ien8X

$GOOGL now has 950M monthly Gemini users and processes 22B API tokens/min. Compared to 750M back in February. Absurd growth adding 200 million more users in a few months. Kinda explains why they ran out of compute, then cut allocations to $META and others. Very unlikely AI capex will slow down given.

$GOOGL reported earnings today: EPS: $9.11 actual vs $2.91 expected - retail reactions to EPS blowout is kinda just accounting noise, since $SPCX, Anthropic, and others were likely large contributors. Revenue: $119.7B actual vs. $116.98B expected Google Cloud Revenue: $24.77B +82% Y/Y, vs. 63-65% expected ($22.2-$22.6B) - this is a very large beat and most material part so far. Cloud Operating Income: ~$8.81B, implying 35.6% margin vs. 32.9% Q1. Capex: $44.92B vs ~$44.15B (basically in line). So initial read through is Google Cloud accelerating growth with expanding margins is genuinely bullish for AI demand. Their former $180-$190B capex guidance is already extremely large, and as long as we get around these numbers in the earnings call + forward projections... Should be good to go for $LITE and the other optics/networking trade. (eg. last earnings, they said DC and networking would be ~40% of capex spend). Hyperscaler earnings transcripts are probably the most important thing to pay attention to with the AI capex trade. And that should be in 3 minutes.

在谷歌财报前我特意再问一句，现在还有人觉得存储到头了吗？有的话，麻烦评论区回复下！！ Buy the dip，长期持有，Discord在个人资料。

$AMD to invest $5B in Anthropic. Anthropic in turn will sign a 2 GW deal to buy AMD’s latest chips, worth tens of billions of dollars. Looks like they’re copying the $NVDA playbook with Anthropic last year. https://t.co/SXBUq65u6P

担心谷歌资本支出纯扯淡，别说资本支出降低了，说不定还增加。别把伟大公司们的CEO想象成三线城市的小老板，人家根本不在意烧钱的，烧这点钱要是能换来未来十年二十年的市场地位，他就是历史最好CEO。AI是一场革命，会诞生新的伟大公司，一些伟大公司也会就此消失，这种历史时刻，胜负未分，怎么可能说不烧了？你是在开玩笑吗？如果这个时候不烧了，别说CEO了，董事会就第一个就不答应！！所以就别杞人忧天了，放弃碳基大脑，直接无脑相信完事了。 Discord在个人资料，buy the dip，长期持有。

存储经历了整整一个月的剧烈回调，我们复盘一下这期间到底发生了什么？ 1.海力士、spcx上市 2.韩国限制杠杆行为 3.Kimi3 gpt5.6发布 4.川普喊了几次 mu 5.meta 出租算力 https://t.co/9d8j6wzodx发了几篇砸盘小作文… 所以这上面的有一个算一个，哪个是和存储基本面相关的，是存储订单出问题了，还是利润下降了？哦！不对！有一个！三星发布了炸裂的财报预期，这个是实打实行业基本面更新，但是是利好🤦 所以是行业越来越好，但是噪音越来越多，股价却越来越低，然后一堆人还在喊存储到头了，这真的对吗🤦 我一直是这个观点，股价一直在变，但是存储其实没有在变，1200 的美光和 800 的美光，并没有不同，公司还是那个公司，如果你愿意 1200 买 mu，那为什么跌到 800 你就要卖了呢？价格每天都在变化，我们真的因为价格跌了，就要否定一个没有做错任何事情的公司吗？那投资到底是在投价格还是投公司呢？🥺🥺🥺 Buy the dip，长期持有，Discord在个人资料。

很多人问我，为什么死扛，为什么不止盈，为什么不止损。 每个人都有自己的策略，我的策略就是不止盈不止损。我自己就是这么赚钱的，这套策略最适合我。我玩过期权，做过日内、T+0、左侧、右侧、做空，几乎所有玩法都试过。🥺🥺 最终最赚钱的还是长期持有。我的大部分收益来自长期持有，大部分亏损来自频繁操作。我知道有天才交易员，但我不是。我找到了适合自己的方式，也相信这最适合普通人。🤦🤦 止盈止损需要做出选择，一旦选择就有对错，没有人每次都对。说白了，你以为止盈就有卖飞的风险，止损就有割底部的风险，这些风险完全是自己制造的，没必要承受。 更重要的是，你自以为主动的交易，背后可能受各种消息潜移默化影响，一篇文章，一句话，就让你做出了冲动的决定，无形中被华尔街控制了双手🙌 其实炒股的敌人永远是自己，频繁交易容易放大弱点，而长期持有可以对抗人性。 最后用后视镜可以轻易说出你为什么不止损，为什么高点不卖，在我眼里都是废话，一点意义都没有。🤣🤣 Discord在个人资料，buy the dip，长期持有。

呵呵，这嘴脸。华尔街要筹码的时候，存储股是周期，股价已经透支未来。Kimi3 会抹杀内存需求。建仓完毕了，就开始喊死守硬件股，Kimi3 催死新需求。我真的恶心死了，傻逼吧。 最恶心的是，还有一堆被华尔街耍得团团转的人，自己被割，还要嘲笑清醒的人。自己浑身冒傻气，却要嘲讽孤独坚守的人。如果你永远跟着新闻走，没有独立思考的能力，不割你割谁。 我看过太多这种时刻，谷歌、特斯拉、英伟达都经历过被华尔街做局。我现在只相信自己相信的，外界噪音再大，我也不会有一秒犹豫，华尔街永远割不到我。 Buy the dip，长期持有，Discord在个人资料。

虽然我非常讨厌 smci 这个公司，但是财报不错，这个季度硬件股没有什么问题的证据+1🤦，存储到头了这句话早晚会变成一个笑话。 Buy the dip，长期持有，Discord在个人资料。 https://t.co/X5SLW4B4xR

OpenAI models reportedly escaped from its controlled environment, with no internet access. Exploited zero day vulnerabilities and hacked into Hugging Face to cheat on benchmarks. Hugging face then used China GLM models to carry out its defense.  OpenAI said it was an “an unprecedented cyber incident.” We’re getting closer and closer to Skynet. And I’m sure markets will love it.

我应该是中文区最活跃的存储多头了。在最悲观的时候，即使发一句没内容的鼓励话，也会有一堆人骂我，说我发疯了、害人不浅、是傻逼，让我别说了…… 我自然无所谓这些负面评论。在我眼里，十年美股见过太多回调，这种谩骂一直是市场噪音，且多来自股市新人：抗压能力弱、无法接受下跌、想赚快钱、胜负欲极强。😳😳 所以越跌我越发声，我希望能靠文字救一个是一个，所以这一个月发帖量几乎翻倍，每天输出几千字。我想用经验告诉大家：股市中下跌和上涨一样，都是市场的一部分。看好的股票没必要躲下跌，躲下跌就一定会错过上涨。没有面对下跌的勇气，你永远无法在股市真正毕业。😘😘 上涨会很快，且永远是非对称的，你不可能抓住每一次。面对涨跌无所畏惧，才能实现账户的真正突破。 最后，如果这一个多月的鼓励激励到你，希望回复我一下，让我知道我不是一个人在战斗。爱大家。❤️❤️ Buy the dip，长期持有，Discord在个人资料。

Wow, a historic single day recovery. $SIVEF +30.89% $IQEF +28.6% $AEHR +26.53% $CIFR +17.82% $NBIS +17.3% $AAOI +15.6% $LPK +14.48% $AXTI +14.12% $MU +12.54% $SNDK +12.8% $SOI +11.1% $TSEM +10.39% $LITE +9.25% $INTC +8.22% $AMD +8.11% $MRVL +7.27%

存储的反转来自于这一天，细思极恐🤦🤦🤦 是我的问题，我应该早一点去磕头的，对不起大家🤦🤦 Buy the dip，长期持有，Discord在个人资料。

血书建议韩国年轻人，答应我，明天不要上杠杆加仓股票，我代表全地球人民感谢你们。🤦🤦 Buy the dip，长期持有，Discord在个人资料。

虽然我很享受今天的大涨，但是讲道理今天涨的差不多可以了，留着明天盘后涨吧。我更愿意用今天大跌换明天盘后+20%，也不想今天+10%换明天盘后大跌。😅😅 总之我更在意明天盘后的涨跌幅，那才是真正的生死考验。在这之前都是假的。😅😅 Discord在个人资料，buy the dip，长期持有。

机构没建仓时，存储是周期股，资本开支不可持续。建仓完成后，存储缺口加剧，供需紧张。部分人还跟在机构屁股后面抬轿子，说存储到头了🤦那请问今天怎么不到头了？怎么缺口加剧了？怎么进入建仓窗口了？ 跌的时候让你买，你说我是傻逼；涨的时候我喊你买，你总该买了吧，再不买真要上不去车了。 最后看起来大摩已建仓完毕，希望它的筹码不是从你手上夺来的。 Buy the dip，长期持有，Discord在个人资料。

现在那么多人恨存储、看跌存储，其实他们不是恨，而是没上车，希望继续跌以更低价上车。这不过是另一种贪婪的体现。但就算继续跌，他们也不会上车，想买的人早就买了，现在不买以后也不会买。这就是人性。市场不会让他们得逞，涨得很快，快到大部分人没反应过来。 每次都是这样：FOMO→追高→恐高→卖飞→再追高→恐慌→割肉→拍断大腿→重新FOMO，无限循环。摆脱这种情绪陷阱的最好办法就是长期持有，用长期持有克服人性。 一起学习进步。Buy the dip，长期持有，Discord在个人资料。

你这纯后视镜，你看图不看逻辑你能看出来存储会涨十倍？看图早卖飞一百次了。 看图看出来的高位很有可能只是起点… Buy the dip，长期持有，Discord在个人资料。

@hanking66 看你天天讲逻辑，但是低位看基本面，高位看图更有效,高位讲逻辑是最可怕的。

把鸡蛋放在不同的篮子里🤣🤣🤣。 Discord在个人资料，buy the dip，长期持有。 https://t.co/dSJZO2GcER

It's slightly more nuanced. Basically, $AMD SF event is tomorrow, Wed/Thurs (July 22, 23). From Jefferies client note, AMD is expected to provide additional disclosures around their likely scale-up CPO roadmap + MI500. If they confirm CPO route, would positive thematically since it's not just $NVDA forcing the transition. As for $SIVE, we'll get a better read if they're directly in AMD supply chains. Since right now, it's possible to map it through $GFS (reportedly involved in AMD MI500 CPO work) or AYAR (which AMD invested in). But no formal confirmations. So if you're turning in: - CPO thematic positive: MI500 explicitly commits to CPO/optical UALink. - AMD gives details using Ayar Labs or GF SCALE for MI500 CPO: That would be extremely positive for $SIVE, given they're the upstream laser supplier / reference laser. Currently, Blayne Curtis from Jefferies expect AMD to work with $ALAB on UAL and $AVGO on ESUN... but juicy details are here: "We are looking for whether AMD commits to a CPO based scale up solution and who supplies the optical engine" We'll get a broader read through on the supply chain come Wednesday/Thursday, too early to tell today.

@aleabitoreddit You going to unpack the AMD - GFS news? Looks pretty tasty for sivers…

Memory names from Kioxia finished up a whopping +17.18%. Samsung up +6.15%. Optical networking from $SIVE, $LITE, and $AAOI are showing signs of recovery, all up 4%+. Neoclouds from $NBIS to $IREN all up 4%+ premarket. $INTC to $AMD to $MRVL all up 4%+. Does the Cramer effect work on the entire AI trade?

这个星期最重要的就是谷歌财报，财报里的资本支出内容几乎可以左右存储行情的生死。是继续跌还是反转。不过我在五天前就已经分析过谷歌财报对存储的影响，五天后手里多了台积电和 ASML 的财报证据，更加确定了我之前的分析。 再说一次，我认为谷歌就是存储反转的信号，资本支出只能继续扩大，这是谷歌这样的巨头公司不能输的唯一选择，除非谷歌放弃 AI，那将是灾难性结果，整个纳斯达克将会彻底完蛋。不过这样的可能性真的太小了。（详细看我的帖子） Buy the dip，长期持有，Discord 在个人资料。

韩国今天也在涨，一切都在往好的方向发展。我最后再强调一点：股价一定是在情绪面反转之前开始反转的。最低价永远出现在最悲观的时候——所有人都不看好、都觉得要完蛋、都在骂的时候。（现在） 存储的供需关系一点都没改变，这个世界依然缺存储。AI的发展建立在存储之上，下跌中唯一的受益者是机构，他们利用下跌获得了更多筹码，而这些筹码正是从你手中换来的。 所以一切都没改变，改变的只是价格，通过数字，股票就从你手中移到了机构手中。为了避免这种情况，你唯一要做的就是坚定持有，一动不动。只要你不卖，谁都收割不了你。 很多人看得太短，理解不了我说的话，但以后你们会懂的。市场是最好的老师。 Buy the dip，长期持有，Discord在个人资料。

问题还是缺乏耐心，跌一个月就受不了。一个月真的只是一瞬间，甚至改变不了什么。你看看那些伟大的公司：英伟达横盘9个月，特斯拉横盘 5年多，亚马逊横盘9个月，微软近3年，Meta一年半，谷歌半年。 当然这些科技股是应用端的，不能完全和存储比较。我只想表达，一个月不算什么。因为跌一个月就受不了，你买其他股票也会遇到同样情况。我不知道世界上有没有股票能避免这种一个月下跌，据我所知，连QQQ，黄金，道指都没有，如果真的有，那可能收益应该和银行利息差不多的的那种… Buy the dip，长期持有。Discord在个人资料。

If you’re curious why $NBIS is up after hours. $NVDA disclosed it owns 9.3% beneficial ownership of Nebius via SEC filings. Not exactly too new since it dates back to Nvidia’s existing share position of 1.19M shares + $2B prefunded warrant of ~21M shares. But great for sentiment having Nvidia be a large shareholder of the Neocloud leader.

Miserable close... Miserable market for the moment. watch tonight....

今天 MU 成交量严重缩量，好消息是抛压减弱，没人卖了……但坏消息是冲高回落，反弹失败。 不过以目前存储行情和情绪，不继续跌就是好消息，反弹失败都是次要的，重要的是守住这个价格，持续缩量都是可以接受的，涨回去是早晚的事。 马上我谷财报了，希望能给存储回调画上句号，如果我谷这次救热巴一命，下辈子我满仓谷歌报答你🙏 Buy the dip，长期持有，Discord在个人资料。

TBH, casually posting novel information discovery to X is how research should be done. Apparently this was #16 on the Smale's list of Mathematical Problems for the Next Century? Kinda shows that the value generated from AI does not scale linearly with token costs... After seeing this, bears are still probably going to say: "B-but where's the profit coming from after AI usage?" AI + capex is likely going to keep going brrr.