海力士昨天涨完溢价超过了50%，而本地股与ADR之间的相互转换申请要到7月29日才能提交。这也就是海力士韩美两国行情完全不一致的原因。50%的溢价有点过于变态，完全不可能维持住，但是离29日还有不少时间，这期间ADR要继续往上涨我觉得很难了，肯定会有不少人套利止盈，各位在海力士ADR上吃到肉的可以见好就收了。 老实说，一个ADR上市里面的知识点还真不少，套路非常多，很多细节也都是事后才看到新闻报道，严重的信息不对称，这钱一点都不好赚。😅 Discord在个人资料，buy the dip，长期持有。

史诗级利好，希望快点通过。 Discord在个人资料，buy the dip，长期持有。 https://t.co/alS7aPJ2i0

昨天存储大涨，底下又有人阴阳怪气说什么存储回调-50%，回本要100%。我先不问你这个-50%是哪来的的，能说出这种弱智发言的人，本身就没有真正长久持有一只股票，没有享受过复利的力量。 你喜欢做数学题目，我就给你算数学，每天3%，24天就能翻倍，每天5%，15天回本，每天7%，11天回本 ... 我就不说大力士昨天一天30%的了 ...那就欺负人了。 你别跟我杠说什么不会天天涨，只许你算数学题，我就不能算数学题吗？更何况你都造谣-50%了，我给你上上课怎么了？ fomo死你 ... Discord在个人资料，buy the dip，长期持有。

🤦🤦🤦，我再也不敢了😭😭😭，感谢大家不杀之恩🙏 Buy the dip，长期持有，Discord在个人资料。

补充一下，目前 Paypal 没有接受，也没做出任何回应。可以赌一把 pypl 会接受。 Buy the dip，长期持有，Discord在个人资料。

paypal 被stripe 收购了！！震惊我妈一百年！530 亿美元！！目前涨 13%，但是估值溢价是 27% Buy the dip，长期持有，Discord在个人资料。 https://t.co/vD30FX9Qve

Well, looks like SLC NAND is forcasted to rise up 120-170% for H2 2026 per Trendforce. There's $MU (21%), Kioxia (20%) as largest share, but clearer beneficiaries appears to be: 1. Winbond (2344): ~15% of the SLC NAND market 2. Macronix (2337): ~11% market share 3. SkyHigh Memory via Puya Semi: ~14% market share Given Micron at $1T and others are a bit large relative to SLC NAND TAM. (source: Q1 2026 Winbond presentation/Trendforce).

昨天存储总算有了一个像样的反弹，特别是海力士，让所有人领教了存储一哥的实力，也给所有存储战士注入了强心剂💪 不过，除了海力士，其他存储虽然涨了，但成交量却下降了，只能说是筑底，而非彻底反转，只是跌太多后的反弹。市场已跌怕，伤口愈合需要时间。存储套牢盘巨大，大多是盲目抄底、没有信仰的散户，抛压很大，涨势会非常曲折，需要耐心。 关注周四台积电财报，这将是很好的点火信号，接下来是大科技财报。若能闯过这个坎，将一马平川。 Buy the dip，长期持有，Discord在个人资料。

$AEHR back up +36.4% today off earnings! 2027 guide: $130-$150m (160-200% growth) from 2026 revenue. Sees opportunity to guide higher (assumes no memory revenue or little to none from newly benchmarked AI customer). Q4 bookings: $60.7M, effective backlog is $100.6M. - Lead AI processor wafer-level burn-in customer is significantly ramping their products. - Engaged with additional AI processor customers who are evaluating wafer-level burn-in. - Benchmark customer, which was a “major supplier of AI accelerators, CPUs and network processors” “exceeded their expectations. From management: The potential revenue opportunity from one of these devices is "significant to Aehr". So another benchmark win for potential HVM in the future. - Wafer level burn-in benchmark with a "global leader in NAND flash completed". Now evaluating a development agreement for HBM/NAND Seems like $SNDK since there was HBF related discussions from last quarter I think. - "Our package level burn-in business for AI processors also gained momentum over the year … from our lead hyperscale customer for Sonoma systems" - Silicon photonics customer already ramping, newer networking customers has forecast additional systems Basically the amount of global semi companies that map to $AEHR is pretty ridiculous across silicon photonics, memory, AI processors, and others. I don’t quite think that $130-$150m guidance is representative of actualized revenue for 2027 if these hyperscalers/semi companies convert to HVM. Typically with these types of qualification into HVM players, markets don’t really judge it by current quarter, but what’s to come. And it looks very positive so far in terms of reactions... $116 -> $60 -> $94 all in the span of a month is pretty insane volatility tho, so good to know what you're holding.

BREAKING: South Korean stock YouTuber reportedly stabbed by a viewer who lost money after following his investment advice.

海力士大哥真猛，存储有这样的大哥，做小弟的应该感到高兴。今天最高有 21%了吧，涨涨很快的。别的小弟也都有 5 以上的涨幅，也算很不错了。 当然和回调相比还是不够看的，但是这种是好的开始，特别是大哥 20%，总能说明一点问题的，对吧！ 另外周四的台积电财报可别忘记了，说不定有惊喜哦😮 Buy the dip，长期持有，Discord在个人资料。

《涨涨很快的》 海力士一天涨20%，如果你躲下跌，请问你如何吃到这20%？阁下如果没有在车上，请问又该如何面对？ 我就是无脑做多，简单粗暴一学就会！我相信无脑做多才能赚到钱，喜欢低买高卖的，祝你每日逃顶，每次抄底。 Discord在个人资料，buy the dip，长期持有。 https://t.co/6DROlhrEEc

你海力士大哥这几天看清了很多人。 那些劝你躲下跌的，割肉的，止损的，这个时候都不会发声的，也就我在下跌的时候还帮你舔伤口。好人坏人希望大家能分得清。 我已经喊破喉咙了，仁至义尽了，我问心无愧。 Discord在个人资料，buy the dip，长期持有。

$NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029. Reflection also signed a multi-billion dollar agreement with $SPCX earlier. Interesting to say the least, seeing Nebius drop -5% off the news today. Also... counterparty to get this done kinda reminds me of OpenAI, where they might not have the funds to actually execute on these LTAs yet compared to $META or $MSFT. But generally positive long term developments, customer diversification was one of the core strengths of Nebius.

Two different capacity expansion announcements today across $TSEM and $AAOI. Tower Semi, supported by the Japanese government, announced expansion of its 300mm Silicon Photonics (SiPho), Silicon Germanium (SiGe), and advanced packaging capabilities. Targeting $1.2B net profit, and $3.6B revenue in 2028 (with a ~$28B MC, that's ~23.3 2028 forward p/e). AAOI announced the commencement of its buildout, roughly 400,000 square feet of manufacturing to make 800g/1.6T production go brrr. The overall expansion is also supported by the local city government in Texas. (they also $20.85M worth of subsidies from the State earlier). This one isn't exactly as materially new as Tower, since AAOI originally announced these plans before. Just commencement of it. Regardless, glad to see both of these companies in their Anime training arc phase as they power up.

美股海力士，存储唯一真神，又鉴定完毕😅 Discord在个人资料，buy the dip，长期持有。

我还能说什么？我爱川普！我要给你生猴子！ Buy the dip，长期持有，Discord在个人资料。 https://t.co/oCzoykgv0q

ibm-23%跌的真的蛮多的，盘前这么跌，大概率开盘前 30 分钟就会拉伸，但是由于财报的确不大好，估计也就盘前 v 一下，绝对不是直接反转，后面该跌还是跌🤦 真要买看看能不能 1 开头🫪那就是黄金坑了 Buy the dip，长期持有，Discord在个人资料。

好消息：中子号总算有点利好了，阿基米德发动机有最新进展了，普大喜奔。 坏消息：不过说实话，你现在还在测发动机，年底真的行吗🤦，这看着离上车静态点火还有不少距离，更别提发射了。 加把油吧，蓝色起源给你的机会你可要抓住啊 Buy the dip，长期持有，Discord在个人资料。

IBM 财报双 miss，盘前-23%🤦🤦🤦老登股的春天没来几天，末日就要来了，大概率今天要把一批大科技都拉下水 对于科技小登来说，能不能资金回流过来呢🙏，财神爷也该眷顾下科技小登们了 Buy the dip，长期持有，Discord在个人资料。

那种劝人底部割肉，止损的，有一个算一个，都是坏逼，我一直鼓励大家坚持坚持再坚持。几个月之后你们就会知道我在说什么了。 害怕下跌你永远不会成长，这个世界没有人能躲过下跌，川普不行，巴菲特不行，天皇老子来了也不行。真正获得巨量收益的传奇交易员，没有一个是躲下跌的。你真喜欢躲下跌，那你平时估计收益率也不怎么样，因为你躲下跌的同时，一定会躲掉很多的上涨。 Discord在个人资料，buy the dip，长期持有。

今晚CPI+沃什，又是震撼来袭。但是川普都敢封海峡，升油价，他都不怕，我怕个蛋。乐观面对，直面cpi和沃什，相信沃什是自己人！ Discord在个人资料，buy the dip，长期持有。

韩股超过120万个杠杆账户触发追缴保证金通知，32万➕账户已被强制清算 痛，真痛~看着这文字都能感觉到痛 Discord在个人资料，buy the dip，长期持有。

谁再说AI无用论，谁再说AI是泡沫？ openai宣布困扰人类50年的循环双覆盖猜想被证明，AI终于不在是人类已知范围内的不断重复。而是带领人类去探索位置领域了。 这还是短短几年内发生的...无法想象AI继续进化会如何改变整个世界。 Discord在个人资料，buy the dip，长期持有。

懂了！这集我看过！这次我会了！远离韩国棒子！！有多远滚多远！！ Buy the dip，长期持有，Discord在个人资料。 https://t.co/E0dy5gcTsT

今天心情总算舒服了一把，就好比便秘了一个月，一下子排空了那种感觉🤣 Buy the dip，长期持有，Discord在个人资料。

也欢迎毛遂自荐

我好像明白一件事情，在 X 上无脑唱多是原罪，要会低买高卖，买了就起飞，卖了就暴跌，涨多了提示风险，跌多了提示买入，还要保证不卖飞，不踏空，不抄在半山腰。不然就没资格说话，不然就是菜。 哪个屌大的推荐我一下这样的博主？我要抄作业，跟着抄就完事了，快推荐我！立刻马上！ Buy the dip，长期持有，Discord在个人资料。

鉴定完毕，美股海力士是存储之王，血统纯正，反弹 6 个点，其他都是弟中弟。 Buy the dip，长期持有，Discord在个人资料。

韩国人是不是爆完了？是不是可以涨了？ Buy the dip，长期持有，Discord在个人资料。

李在民召开紧急会议，召集全国财经专家，立下誓言，誓死保护最好的美股仙人，举全国之力绝对不让她下海。 Buy the dip，长期持有，Discord在个人资料。

RKLB 我一点都不担心，存储还有到头的说法，你看有人敢说太空到头了吗？有人敢这么说吗？拿着就行了。 Buy the dip，长期持有，Discord在个人资料。

@hanking66 请问仙人 RKLB怎么看

现在嘲笑存储的和当时嘲笑大科技的都是同一帮人。 这些人就是随波逐流，道德判官，人云亦云，小脑萎缩，目光短浅，鼠目寸光，墙头草，卖飞侠，割肉王，断腿哥，FOMO怪 Buy the dip，长期持有，Discord在个人资料。

我就问你们一句，现在除了大科技、价值股，还有哪几个能在这个时期赚钱？当初我也推荐过谷歌、苹果，次数不少。那时候这些大科技跌得有多惨，有多少人嫌弃、看不上？推荐了也没人买，因为那时大科技就是落水狗，一身臭泥。 用后视镜判断对错很简单，难的是在困难时期你有多少勇气去相信。下跌时铺天盖地唱空很容易，坚持相信却很难。当初被嘲笑的大科技股东，现在不就成了市场大神吗？现在存储不正是这种万人嫌弃的时刻吗？你是继续随波逐流做看空者，还是坚持内心选择的强者？决定权在你手里。 炒股一直是寂寞的事，你要对抗的永远是自己的内心。 Buy the dip，长期持有，Discord在个人资料。

不会真要我去擦边吧🤦我已经打开抖音学习怎么跳舞了😳 Buy the dip，长期持有，Discord在个人资料。

纠结了 n天 ，dram 换回热巴宝宝了（mu） 热巴我们一起回巅峰吧😭 Buy the dip，长期持有，Discord在个人资料。

So Jensen himself went out to do damage control with $NVDA delays reports apparently: 1. Jensen Huang said no delays: - 800V and rack-to-rack optical interconnects is progressing fully in line with the original plan with no material delay. - Debunked the rumor that the next-generation flagship, Rubin Ultra, would be delayed until 2028 and said it would be on track to ship next year - Rack system optimizations, like replacing Kyber with a new design are architectural optimizations, not impacting delivery timelines. 2. On ASIC competition: no loss of market share. - Talked about how a leading frontier lab that previously relied heavily on internal ASICs has shifted nearly 50% of its compute load to Nvidia 3. On over-reliance on hyperscalers. - AI frontier labs currently contributing to ~20% of demand. - Traditional cloud providers, Nvidia provides Vera CPUs and high-speed networking - Sovereign AI

我有种感觉，不一定对，但是很强烈，今天存储要大反弹！如果继续跌，我已经注册好了 onlyfans，今天再亏正式下海擦边。希望韩国能守护好我最后的尊严😭 Buy the dip，长期持有，Discord在个人资料。

Archimedes second stage engine full duration burn - complete ✅ (and what a thing of beauty). The AVac (Archimedes Vacuum) engine produces 1.2x lbf of its Stage 1 variant and stands ~2.5m taller thanks to its extended nozzle optimized for the vacuum conditions of space. Recent AVac testing included a stub skirt for the nozzle. Since full length vacuum nozzles at ground level risk flow separation and instability, stub skirts are used to anchor our engineers' analysis for how the engine will perform with the full nozzle in vacuum conditions - all critical preparation for Neutron's first flight.

TLDR of Innolight investor relations takeaways: 1. "Overall, 1.6T market demand has not contracted; instead, 800G demand has increased significantly compared with previous expectations" Prob most important takeaway as a whole was 800G demand revision (also longer tail demand). Which is a bullish read through on US transceiver makers like $AAOI, $COHR, $LITE. Lot of new customers like neoclouds, AI model companies, contributing to overall demand rather than just hyperscalers, diversification always a bonus. 2. Innolight said the shortage covers the module supply chain broadly including: - Optical chips. - Electrical chips. - PCBs. - Other module materials From last ER, I think they singled out EMLs and CW optical chips as the most constrained. So Innolight's bottleneck list mention broadened since then. They expect some of the component availability to improve gradually from the second half of 2026 through the first half of 2027. Think a lot of this is already known from earlier though. But just some confirmation + easing timelines (EML is extremely bottlenecked, same with CW, this is probably talking about other components). 3. Innolight said module-production equipment is not the constraint. Equipment lead times remain relatively short. So this isn't really a bottleneck compared to others. 4. The overall proportion of silicon photonics continues to trend upward. Last year it was mainly 800G. This year, some 800G customers are further increasing their silicon-photonics proportion. 1.6T also added some new customers Positive for SiPH penetration eg. $SIVE / $JBL, since this shifts away from EML toward CW. Basically: main surprising takeaway is just 800g demand go brrr. Apart from that just reaffirming bottlenecks/timelines/market speculation.

Morgan Stanley note on CPO today. Key participants include: - $SIVE, $COHR, and $LITE in laser supply - Broadcom and Nvidia in switch platforms - Lightmatter, Ayar Labs, Marvell/Celestial, and POET in optical engines and photonics, - $TSM, $GFS, and $TSEM in silicon photonics foundry capacity I’ve covered all of these before, like Tower Semi. But I’m especially happy that Morgan Stanley validated my research that $SIVE is one of the critical global players in CPO. A small $1.5B laser company next to your two leading $60B+ companies… If you also synthesize Rosenblatt Securities recent note that China laser suppliers were quite far from having CPO lasers. This kinda magnifies importance of the three Western leaders of that laser chokepoint.

说实话很多人是不是有阅读障碍啊，我说了那么多存储好话，你就看到最后一行？？是真语文不及格还是咋的？前面写那么多都不看的吗？？ 我再强调一次，大科技的资本开支决定了存储的命运，这是一定的，他们是甲方爸爸~只要资本开支不减少，存储没有到头的说法，这也是存储基本面的最基本逻辑。我不认为大科技会有勇气减缓资本支持，因为现在就是拼刺刀的阶段，谷歌、meta、亚马逊我就说他们哪一个在第一梯队位置了？全都是落后竞争对手。现在降低资本开支就是把位置让给对手，和投降有什么区别。我相信任何一个脑子正常的ceo都不会在此刻因为所谓的财务压力，说我们要开源节流了....ceo不是我们散户，他们都是看的很远。别拿你的格局标准去衡量硅谷ceo的格局。任何一个伟大的公司都是烧钱烧出来的，没有一个是省钱省出来的。 AI发展远在早期阶段，算力依旧严重不足，竞争对手巴不得你现在因为财务压力先缴枪投降。真的，一定是这么想的，比的就是谁家大业大。你熬不住了，把你熬死了就是我赢了。哪还有这时候说资本开支主动减少的...这严重不符合市场竞争原则。 Discord在个人资料，buy the dip，长期持有。

盈亏同源，错就错在因为存储之前的涨幅没有吃到，导致fomo后面重仓，怕自己再次踏空，说到底还是输给了自己的人性，输给了贪婪，这是一个沉重的教训。引以为戒。 但是只要大科技资本支出不放缓，存储还是能涨回来的！几个关键的时间点，周四的台积电，极大概率能成为这一季的财报指引，大科技们到底有没有放缓资本开支，台积电财报一定能看出来。之后就是20多号的大科技集体财报，谷歌、亚马逊、meta重点关注。 大科技资本支出大概率还是会持续的，meta已经宣布了新的投资，亚马逊也已经借债了，大科技们现在不敢放缓，因为放缓就意味着落后。特别是open ai和Anthropic后起之秀的追赶，大科技怎么敢放下脚步，这是关乎自己未来的赌注。 当然，有些话我还是要说，如果真的放缓了，那可能真的就结束了，割肉买大科技吧。 Discord在个人资料，buy the dip，长期持有。

2020年3月，新冠疫情，美股10天内4次熔断，特斯拉最大回撤约63%。 2020年9月，科技股大回调，特斯拉最大回撤约34%。 2024年7月至8月，失业率上升、日元套利交易逆转，英伟达最大回撤约36%。 2025年1月，DeepSeek冲击AI市场，英伟达最大回撤约24%。 2025年4月，中美关税战升级，苹果最大回撤约24%，英伟达最大回撤超40%。 2025年6月，特朗普与马斯克公开对骂，特斯拉阶段最大回撤约30%。 2026年3月，美伊战争，纳斯达克最大回撤超10%，英伟达接近20%。 以上所有的跌幅在未来全部修复。 虽然这次不是大科技，是存储和芯片板块，但我认为没有什么区别。也许存储是周期股，但是现在周期一定没有结束。风波结束，尘埃落定，这波存储板块的回调最终也会向上面一样变成历史中的小小曲折罢了。 Discord在个人资料，buy the dip，长期持有。

400亿！牛逼是牛逼，400亿真的很多了。也算吃了一颗定心丸，连捉襟见肘的META都这样，那其他大科技不用说了。感觉大科技的资本支出速度不会慢下来。只要资本支出增速不降，那大概率存储还是涨！ Discord在个人资料，buy the dip，长期持有。 https://t.co/i2VS7WGq7u

存储最终都会涨回去，但是你也许不会在车上了，所以在此刻唯一要做的就事说服自己不要下车。 Buy the dip，长期持有，Discord在个人资料。

已经有这样的新闻出来了，是好事。说明已经开始流血流泪了。 Discord在个人资料，buy the dip，长期持有。 https://t.co/hrJo2jRUzj

当我还是菜鸟时，有一位巨佬跟我说过，在下跌行情中，一次放量大跌，跌破心理防线，跌到怀疑人生，跌到很多人扛不住卖掉，才有可能形成底部。我们可能就处在这样的过程中。 没什么好担心的，就是去杠杆。去杠杆一定是血腥残忍的，一定是血流成河，恐慌到极致才叫去杠杆。 不要让恐慌占据你的心灵，存储的天根本没有塌。你当时买入存储、看好存储的理由现在依旧成立，不能因为外界交易噪音或几篇看空小作文就改变想法，不然你永远是高买低卖的傻瓜。我依旧看好存储，看的是海力士7倍超额认购，2030年前供应仍短缺。除非看到存储基本面转变，否则我不会卖出。 Buy the dip，长期持有，Discord在个人资料。

补充一点，其实分析完发现还是都是噪音，储存跌到今天，就没有一个基本面的利空，全是情绪，就是市场已经不买你利好的账，但是只要一点点不好，就加倍奉还，空军还蛮记仇的🫠 Buy the dip，长期持有，Discord在个人资料。