在周五海力士美股涨12%的情况下，周一韩股海力士继续跌11%，溢价进一步扩大。目前看有三个原因： 1. 韩国出了叛徒，券商发布财报预期利空小作文，这个非常扯。很多人把它当成海力士自己发的财报前瞻，在三星、美光财报都不错的情况下，还唱空海力士，建议李叔查一查，该枪毙的枪毙。 2. 海峡又不太平了，对日韩的确是利空，但说实话，你们没审美疲劳吗？这故事市场还能讲下去？ 3. 外国投资者持续出逃，当初以为是撤美光，没想到是撤离韩国海力士🫠 目前第2个原因作用最大，但也最不用担心。美股开市说不定又taco了。反正战争是双输，和平才是双赢，最终还是坐下来谈判。如果因此下跌，忍一忍就过去了。原因1更扯淡，都懒得评价，最后都会被证伪。原因3是交易结果，上市初期会有噪音，若溢价过大，韩股性价比会超过美股，资金自然回来，溢价最终稳定在合理区间，最后同涨同跌。 Buy the dip，长期持有，Discord在个人资料。

是因为海峡吗？？韩国人真他妈脆弱 Buy the dip，长期持有，Discord在个人资料。 https://t.co/Q1kByO248d

Just a semi recap TLDR: - $GLW glass bridge per Morgan Stanley has potential, but hard to displace FAU (like FOCI) in short term - $SPCX Starlink Gen 3 is scaling to 100,000 units (10x prev gen) creating possible capacity constraints for suppliers of switches to CCL. - PCB supply shortages are projected to persist until 2028, and component shortages/price hikes are already forcing ODMs like Inventec to issue conservative H2 shipment - DeepSeek and Zhipu are developing custom ASICs to bypass $NVDA (kinda expected by now). - Anthropic has achieved a $30B ARR and is projected to hit >$1B in Q3 profit. Turns out these frontier labs are more profitable than people think. - US admin pressured $AAPL to source from $INTC, in exchange for tariff exception. Kinda pressuring alignment away from TSM. - $TSM plans a 30x expansion of its Photonic Integrated Circuit (PIC) capacity by 2028, growing from 500 to 25,000 wafers per month - Hanmi Semiconductor is entering the CoWoS packaging equipment market - $NVDA and NTT hosting a conference July 24th to discuss CPO strategies. - 5x general NAND flash price hike this year, market size $489B by next year triggered by RAG/inference. Samsung and SK Hynix make emergency fab investments, NAND equipment suppliers go brrrr. - Gas turbine bottleneck, 40% supply gap accompanied by staggering 5-year delivery cycles (mega-fabs need them for mass production). - AI probe card assembly has hit a severe bottleneck apparently. Which is attempted to by solved with things like Innovation Service's machines. - Nanya, 79.5% gross margins reported, memory go brr. 4x capex for capacity/advanced packaging. - CXMT's STAR Market IPO on July 16, so should bring a lot of attention to memory players in that supply chain. - KYEC $1.4B investment into US for $TSM Arizona output test facilities. Lot of these players like $AMKR and others should go brr in 2028. - $INTC CEO warned last month that helium could hinder the manufacturing costs and delivery times of AI chips - 3D NAND word lines are shifting from Tungsten to Molybdenum starting at the 375-layer node - SambaNova secured JPM for AI inference and raised $1B at an $11B valuation. - HBM prices projections to double in 2027 as $NVDA Rubin platform drives demand. - $MU provides $500 million in funding to support GlobalWafers' US manufacturing capacity - $META 'Iris' will enter mass production in September via $AVGO and TSMC and Meta aims to double computing power to 14GW by 2027. - Largan Precision has secured its first CPO FAU order, mass production slated for middle of next year (kinda indication around Foci and others). - Samsung and SK Hynix have delayed the implementation of hybrid bonding packaging technology for HBM4 apparently - Memory costs (DRAM/NAND) have reached 60% of the BOM for sub-$400 smartphones, causing a severe volume contraction. - SK Hynix successfully rasied $26.5 billion through a Nasdaq ADR - $TSLA issued procurement guidelines requiring suppliers to reach weekly production of 1,000 units by September and double to 2,000-2,500 by year end for its 3rd gen Optimus robot. Apparently Alliance Technology and A-Link may be in this supply chain harmonic reducers and vision lenses? Kinda go through all this stuff every day, but don't wanna be a news reporter so just consolidated stuff I found interesting.

Looks like the Strait of Hormuz is open for the 50th time this year per Trump. I’m getting tired looking at macro. https://t.co/GuYgkwC2Q8

我去看了，看之前我就看过那个被人骂上天的预告，所以预期很低，但是说真的，等电影开始，周星驰强烈的个人风格扑面而来，强烈到根本无人在意那些五毛特效。相反这些低劣的特效反而更加突出周星驰的风格，味反而更对了🤣 现在电影行业很卷，卷特效，卷服化道，卷大场面。但是再怎么卷说实话都有点审美疲劳了，什么漫威超英，什么 pixar 迪士尼，真的提不起兴趣了，反而很久没有看到这种无厘头喜剧，居然有一种耳目一新的感觉。 唯一遗憾的是周星驰本人没有演，真的好像看星爷自己出演啊😭 Buy the dip，长期持有，Discord在个人资料。

下周就财报季了，我实在受够了猜华尔街心思的剧本了，希望财报季能给华尔街洗洗脑，别他妈害怕勿虚有的小作文了，睁开狗眼看看，什么叫他妈的业绩爆表！！！什么叫他妈的好消息就是好消息！ 七月魔鬼开局，华尔街你也布局结束了吧，能不能给我狠狠开始涨啊！！ Buy the dip，长期持有，Discord在个人资料。

大摩这个路演开始陆续传播发酵了，媒体都是一伙的，市场下周剧本应该就是情绪反转，所以开始说好话纠正航线了。 拿住，有跌就有涨，有涨就有跌，只要你不动，市场就拿你没办法，哪怕 dram 一样会有春天 Buy the dip，长期持有，Discord在个人资料。

Apparently there’s a new popular trend to bearpost trillion dollar companies. Like $NVDA or $TSM. By finding isolating technical details, then blowing it out of proportions by claiming their whole program is delayed. -> if the company doesn’t respond, stock prices/sentiment are damaged. -> if the company issues a response, they can’t go into detail since supply chains are confidential… but people still doubt them -> Poster gain more impressions, then does it again with more views the next time. Don’t quite think this is very healthy, with more folks copying that playbook. Especially around incentive structures.

So there's a IBK Research report on Boston Dynamics value chains from last month. Just a summary: IBK maps these companies to Atlas as suppliers: - Hwashin (010690) / body, arms, legs - LG Energy (373220) / battery - Hyundai Autoever (307950) / integration - Hyundai Mobis (012330) / actuators As for humanoid volume ramps: They're modeling for, 11.29K in 2028, 20k 2029, 30k in 2030... 40k in 2031, and 50k in 2032. Not quite sure why IBK and other institutions are a fan of linearly modeling S-curve volume ramps... Like adding +10K per year, don't quite think it's volume ramp is going to work like that... if I had to guess it would look more like: - 15-20k 2028 - 40k-70k 2029 - 90k-140k for 2030 Since Boston Dynamics is projecting 30k capacity by 2028 (I'm sure they'd aim to get more online by 2029-2030), as China collectively is already doing 100k EOY in 2026. In terms of competitive landscape they name: - $TSLA, Figure, Apptronik, $CCXI (Agility), as US players. Then Boston Dynamics (Korea parent owned now) - Unitree, Fourier, AGibot, UBtech, $XPEV as the Chinese leaders. - Neura, Pal Robotics, Wandercraft, Oversonic, as the EU leaders. They also did quite a lot of valuation modeling around Hyundai Mobis/Hyundai Autoever/Glovis. Regarding the BD economic ownership from 27.9% from Hyundai Motor, 11.3% from Mobis, and 11.3% from Glovis. So at least institution are valuing humanoid segments inside companies lot more now. Then from report assumptions: - 31 actuators per Atlas - $1K per actuator in 2028 - $134K Atlas ASP, Which implies actuator cost of final selling price is roughly 23–28%. Probably the more interesting statement was IBK stated that actuator capacity is biggest signal for volume ramp. eg. every 310,000 units of actuator capacity supports 10,000 more robots. So tracking actuator outputs, yields, ASP is a cleaner read on 2028-2030 ramp. I didn't have much personal takeaways, but hopefully others find it interesting, maybe around Hwashin as a core supplier or around actuator capacity as an indicator.

真他妈为了搞科技，硬是小作文造谣，说Rubin要延期，今天英伟达辟谣了。 虽说美股是正规市场，但草台班子起来真他妈全世界都一样，小作文一样满天飞🫠🫠，大家都是人类，没什么区别🤦🤦 能不能补涨啊，谣被辟了，欠我的涨幅下周能不能加倍还我啊🙏🙏 Buy the dip，长期持有，Discord在个人资料。 https://t.co/WBNeDVkE2T

马斯克和奥特曼又开掐了，好看，爱看🤤 Buy the dip，长期持有，Discord在个人资料。 https://t.co/cngYzLjiir

Apparently, Korean Beauty was where all the alpha is. APR (278470.KS) is up 529% over the past 2Y, wildly outperforming both $NVDA and $INTC. Every female I know talks about their "Medicube" stick, then buying products... where you put a whole salmon's family tree on your face for better skin. The world's female population creates a bigger structural demand than hyperscalers for memory or lasers? Should have known...

这个行业人士你给我出来！你到我面前来再说一遍，你不要骗我，你拍胸脯给我保证！再翻倍是吧！！ Buy the dip，长期持有，Discord在个人资料。 https://t.co/PD4mZ6tgFv

Contrarian take, but Sam Altman / OpenAI is doing something right if he's pissing off every Mag7 like $AAPL. By building their own ecosystem instead of being sucked into another. It's been awhile since $GOOGL, Apple, Microsoft, and others had some genuine disruptors.

반도체 쏟아붓는 와중에 K뷰티가 또 터지네. 1Q 순익 41% 폭증에 하반기 대장주 예고라. 수출 150억 달러 시대 문턱인데, 미국·유럽 기초 카테고리 중심으로 구조적 성장 중. ODM 쪽 레버리지 제대로 먹는 기업들 영업이익률 30%대 찍는 거 보면 단순 소비재가 아니라 기술+브랜드 모멘텀 섞인 플레이임. 반도체 사이클 타임 기다리는 동안 이쪽 돈줄도 무시 못 할 수준. 실적 확인되면 또 한 번 판 흔들릴 거.

我好馋啊，我要馋哭了！！😭😭不行了，我现在就要飞美国去生娃👶 Buy the dip，长期持有，Discord在个人资料。 https://t.co/lIXrLjVTf5

海力士 adr 上市，希望存储行情能开始正常一点，希望下周不要再跌了，希望下周科技股对我们温柔一点，希望七月行情从此逆转，希望希望希望大家七月最后能够大逆转收涨🧧 我不想熬鸡汤了，词穷了，我已经把毕生的语文功底毫无保留奉献出来了，高考语文我都没那么努力过😭😭😭 Buy the dip，长期持有，Discord在个人资料。

川普五连喊热巴（MU），今天连发两条，我看出来了，他是想乘我不在家，想买热巴。 不行，我得想办法把 mu 买回来。DRAM 你也争争气，你晚上不涨，你夜盘起飞一下也行，让我赚一把跑路好不好 Buy the dip，长期持有，Discord在个人资料。 https://t.co/Fwle5LEDPC

川普喊苹果了，我说 aapl 最近怎么那么猛呢 是不是又有屁眼交易啊 Buy the dip，长期持有，Discord在个人资料。 https://t.co/GtJh8Sc2ny

Regarding $AMZN RNG + OpenAI’s MRC and VCSELs. In what appears to be an indirect response on B. Riley's $AAOI sell report regarding optimizations that "flattens networks and cuts transceiver TAM 40-50%". Rosenblatt TLDR: They've already modeled for this, even though each XPU may use fewer transceivers. The number of XPUs is growing so quickly that total optical demand should still rise. On lasers architectures for CPO: VCSELs are useful as a credible bridge for NPO/short reach. Ideal architecture though for CPO is UHP CW over other lasers, and cites Broadcom for that statements. Which happens to supports my core $SIVE thesis. I feel like Rosenblatt and I share the same views on a lot of things, I like the way they roll.

Yesterday, we made GPT-5.6 Sol Ultra generally available. Today, we're sharing that it produced a proof of the 50-year-old Cycle Double Cover Conjecture using 64 subagents in just under one hour. We're sharing the prompt and proof below. We're excited to see what you all do with Ultra!

Rosenblatt on recent optical sector weakness from $AAOI to $LITE: "Stocks in the Optical sector have traded poorly for the last 1-2 months" due to CPO delay reports and China capacity scares. "We think short sellers... do not actually strongly believe in the thesis." Multiple short sellers told them they will likely close their positions... late July and early August. Further, they say they plan to buy Optical stocks in 2027 for the scale up CPO opportunity. Hilarious report on laser weakness, read is very positive for $SIVEF, $COHR, and others moving forward. I've been long on CPO sector, but seems like institutions want entry points, just a bit later on.

DRAM 是真拉，和热巴差远了。热巴反而没怎么受影响，果然不应该抛弃糟糠之妻，遭报应了。我准备把 DRAM 拿到周一再看看，韩国那边拉起来能不能叫醒 DRAM，叫不醒还是这个屌样，我就买回热巴了。 Buy the dip，长期持有，Discord在个人资料。

Sk Hynix is now trading under $SKHYV! It's now up an insane 16%. I wonder how Sk Hynix over in Korea is going to react on Monday. https://t.co/Mmqdu0poVY

海力士暗盘已经高开到180了，这就是我说的，海力士ADR其实很难买到的。但是DRAM还没有涨，这让我有点困惑，为什么DRAM不跟，总觉得哪里不对。难道一定要正式可以交易了才涨吗？？？DRAM至少和海力士有20%的价差了。 我知道追踪的是韩股，但是韩股现在又没开，他只能追踪海力士ADR，我理解不了，希望开盘后能修复折价。 Discord在个人资料，buy the dip，长期持有。

Why do I have this weird feeling the main reason retail is excited SK Hynix NASDAQ listing. Is because they can do degen option calls instead of individual stock purchases. https://t.co/vXmrncXQOm

今天中国火箭顺利回收的新闻在全球刷屏，这对美国航天事业一定是一个重大利空。不过这个也事实证明了一件事，中美太空竞赛已经开始了。这其实对航天事业来说是一个好事，有竞争才会有动力，为了保证不被中国追上来，政府也必须要加倍投资力度，像RKLB、SPCX这样的公司是最大的受益者。我其实非常希望中美太空竞赛能重现五六十年代的苏美太空竞赛的荣光。如果最后竞争真的能发展到那个程度，那RKLB和SPCX就是众星捧月的存在了。 中国火箭回收成功，蓝色起源火箭回收成功，RKLB的中子号已经没有延期的理由了，希望小火箭能在下半年成功把中子号端出来，到时候哪怕放个大烟花其实也没有关系。 Discord在个人资料，buy the dip，长期持有。

敲钟了，又是历史时刻！看看是天堂还是地狱，马上就要知道了。 Discord在个人资料，buy the dip，长期持有。

SK Hynix rang the opening bell for the 🇺🇸 stock market today at the Nasdaq exchange https://t.co/42i9aUUXji

Mitsubishi Motors joins robotics race to deploy humanoid workers by 2027. Pairing with Highlanders, a Japanese robotics company. - Agility $CCXI x Foxconn, Toyota - Apptronik x $JBL, Mercedes - Highlanders x Mitsubishi - Figure × BMW - Boston Dynamics x Hyundai (subsidiaries) - Optimus x Tesla (Internal) - Rainbow Robotics x Samsung (subsidiaries) Idk if it's just me of there's a lot of patterns with humanoid companies playing buddy-buddy up with a major auto player/manufacturer. If they're not already vertically integrated by one already. Then the Chinese players like UBTech/AgiBot/Unitree don't seem to care and work with a wide variety of auto players in China. Curious how this trend plays out...

海力士ADR今天上了，如果你能买到170以下的海力士~就上吧！我记得当时最开始的建议价格就是175好像，现在只有149，说实话比当时低了不少。我感觉只要比那个价格低，就不算贵。 前期是你能买到。 Discord在个人资料，buy the dip，长期持有。

一图了解海力士ADR到底谁跟谁。图片来源 @PhyrexNi Discord在个人资料，buy the dip，长期持有。 https://t.co/YVWUxioMS8

The "Mythical Golden Egg Dragon Candle" predicted the $SIVE rally today. If you look at the Golden Egg hatching indicator I drew, you can tell it predicts Sivers CEO buying on the open market a day later. Do you guys think it's time I should sell courses on TA? https://t.co/LweBzWStuk

我有点想吐...韩国人都要被你们搞死了，你他妈这里还在当大善人。小心韩国人爬上去在你们楼上上吊。 Discord在个人资料，buy the dip，长期持有。

史诗级利空，种蘑菇可以代替内存，难怪内存涨不起来🐶🐶不说了，我下海种蘑菇了去了。 Discord在个人资料，buy the dip，长期持有。 https://t.co/wmMGPoXF8S

CRCL重要利好，合规路上又前进一步。 Discord在个人资料，buy the dip，长期持有。 https://t.co/bF8FidS8wx

JPMorgan had the South Korean 🇰🇷 flag on their building last night for the SK Hynix US listing which is happening TODAY https://t.co/DiecoGkRsj

我的帖子下面始终会有一个观点，就是大家都认为会涨，那就会跌。我不反驳这个观点，市场的确是反人性的。但是我反对的是大家都觉着的会涨的预期。 1.存储现在分歧很大，这是显而易见的。 2.存储已经跌了很久了，如果预期一致看好，应该涨到今天才对。 3.存储不仅不是一致看好，相反我认为是情绪很低，现在还能像我坚持唱多的人已经很少了。很多人已经都不说话了。哪怕口罩哥现在都喊的有气无力了。 4.消息面上也都是存储的利空各种小作文。 我真心觉得现在不是一致看好，至少我认为现在看多看空五五开，你可以去券商评论区看看，骂的，哭的，看笑话的，冷嘲热讽的...如果一致看好，那应该喊的是海力士上1000（ADR），MU去2000，DRAM去200！你看现在有人这么喊么。。。每个都觉得天快塌了，我收到最多的私信就是扛不住了，给一点鸡汤。请问这算哪门子一致看好。。 如果按照你们的叫法，今晚其实反而应该乐观一点，毕竟现在情绪真的很低很低很低.... Discord在个人资料，buy the dip，长期持有。

又莫名其妙跌了，胆小鬼市场不知道又在害怕什么？我看也没啥利空消息。现在看几乎都在跌，跌多跌少的区别，只有软件股还能看看。现在科技和软件就是2头的跷跷板，你涨我跌，你跌我涨，水火不容。 等海力士adr出来看看吧，我现在有种很疲劳的感觉，感觉天天在猜女友心思，今天你在想什么，今天你又为什么生气了，哄还哄不好。。。🙄🙄 目前股价还是在技术支撑位上，暂时还是安全的，今晚海力士ADR希望能给这个剧本画上一个句号。 每次迷茫的时候，我还是会跟自己说看的远一点，还是要看基本面，看看Ai的庞大叙事。多看少动，别做冲动的决定，相信自己当初的决定。 Discord在个人资料，buy the dip，长期持有。

Yep, it’s interesting to witness retail capitulation. After we got Bloomberg Meta compute article cleared up by their internal memo. And the 2 reports on delays were denied by Nvidia. Both of which caused the selloff in the first place... So Photonics / Nvidia’s roadmap hasn’t fundamentally changed: $LITE is still completely sold out for the next 2 years and likely into 2029. $SIVE is about to volume ramp with GlobalFoundries, Jabil, Poet, Ayar, and other hyperscaler suppliers. $TSM COUPE and their TW suppliers from Shunsin to Foci aren’t randomly disappearing into the void. $AAOI and their $471m/month h2 2027 revenue projections haven’t changed. $IQE and their epiwafer contracts with Macom and Tower Semi haven’t disappeared. $AXTI ownership of 40% of the InP substrate supply chains haven’t suddenly disappeared. As with any theme from Rocketlab + Space sector 50% drop back in 2025. Or Nebius + Neocloud 50% drop entering 2026. Or the Samsung/SK Hynix crash from Iran War LNG/Helium/Oil fears few months ago. Volatility from indiscriminate thematic selloffs isn’t typically representative of individual company fundamentals. Retail tends to build conviction over price movements and imaginary charts, then lose that when a stock drops. And institutions are probably placing limit orders to capitalize on that. Conviction shouldn’t be tied to the quote of a stock on a certain day, but long term revenue or operating income growth.

40% swing from the panic/X hysteria lows. I would not rely on X is an indicator but it can be a good contrarian tool. More to the point I think photonic sector is starting to bottom. $SIVE

"China is shipping ~90% of the world's humanoid robots. We cannot keep taking them lightly." Elon's comment: "For now" Meanwhile, 1X today posts a video of the most advanced humanoid hand. Looks like the inflection point for American humanoid programs is here? Both technologically with players like 1X and with mass production with $TSLA? I'm am personally long on Agility through $CCXI targeting commercialization with Amazon and others. But I'm proud to see American robotics as a whole go brrrr.

@PeterDiamandis For now

Three new $SIVE insider purchases today. Most notably: $SIVEF CEO Vikram bought 1,000,000 SEK worth of shares on the open market today. This is following the massive drop on Sivers stock following 2 misleading CPO delay reports, Meta Compute headlines, and another insider sale report from another photonics director. Typically, insider sells for any number of reasons. But having the CEO buy on the open-market is the clearest signal in management confidence. Following $GFS, $JBL, and other laser supplier partnerships, and his goal of NASDAQ listing in the near term. Feels like the CEO sees a clear potential for Sivers to become the next photonics giant (myself included).

$SIVE fell today on an EFN article claiming the photonics chief sold his entire holding — presented as alarming insider panic. Here is what I think the article can have missed. Andrew McKee founded CST now Sivers Photonics in 1999— 27 years ago. He built the photonics business from scratch. Earlier this year Alex McCann appeared publicly as the new MD of Sivers Photonics in April/May communications. McKee moved totechnology role only. His Q1 and Q2 share sales seems to align with this transition and was probably sold (if sold at all in full) parts of it even before share re-rating. My take is that is was done probably with no negative view on the company's prospects. A man monetizing his life's work after almost 30 years of building a company is not insider panic. IMO this is probably more a career ending on his own terms. He deserves it for sure. Even if he sold over 6 months, IMO this is still not a major negative signal. Three things EFN did not check: A) Holdings has known blind spots — transfers to holding companies, ISK structures and family vehicles are not captured. Did anyone verify McKee holds zero shares in any structure? B) One option program was realized in early July. If McKee sold old shares to participate that is not a major negative signal (he is not insider hence would not report sell or buy) — Holdings would not show this yet since it was in early July C) The role change probably happened before most shares was sold, Context matters. Later in the afternoon two board members has publicly shared insider purchases. Todd Thomson — board member, former Citigroup CFO, — bought 535,000 SEK on-market today at 42.80 SEK into the panic. Karin Raj bought 460,000 SEK at 34.68 SEK — the intraday low. Both reported to FI same day. People with more information about the full picture, that also had been part of approving today clarifications around the Q-reports and US Nasdaq listing. Update Vikram CEO have also aquired shares for approximately 1.000.000 SEK Summing up: Journalism created the dip. Insiders bought it. What's X view on today?

呵呵，真的很诚实，前几天还建议卖出，今天就建议快速买入了😅 这个市场充满噪音，你很容易被忽悠，所以我要在噪音中找到重点，那就是AI。AI要发展就需要存储，现在的AI还处于起步阶段，AGI尚未实现，人类使用AI的比例不足3%，我甚至不敢奢望达到50%，能到30%就够了，想想这需要多少算力。 目前的AI还在基建阶段，需要大量基础设施，有人却告诉你存储到头了…你自己想想可笑吗？今天你也许觉得我这话有道理，但下跌时，没人觉得有道理，反而觉得我是个无脑唱多的神经病🙄 Buy the dip，长期持有，Discord在个人资料。

家人们牛逼！抗住了科技股七天剧烈动荡！！这波能坚持下来的，之后活该赚大钱！！你就是纳斯达克的战神！！ 今天不喝鸡汤，我们干杯🍻！！ Buy the dip，长期持有，Discord在个人资料。

JUST IN: Tech insiders are buying stocks at the "fastest pace" in history

我以前说以后伯克希尔 ，可口可乐都要参与人工智能研发，今天冒出一个星巴克要研发人工智能，这么看，可口可乐也要快来了。说什么算力过剩了，存储到头了，说这话的人，你出来，现在对着这新闻你再说一遍。 Discord在个人资料，buy the dip，长期持有。 https://t.co/TjI5BCW6Er

我错了，热巴（MU），我们能和好吗？？ Discord在个人资料，buy the dip，长期持有。 https://t.co/KVGdzXLYCR