Nothing like an internal $META memo getting published. Showing AI ramping as usual: - LTAs signed with Samsung and $SNDK for memory - LTAs signed with Sumitomo Electric for fiber optics - Expected to deploy 7GW compute infra this year, and doubling in 2027. - as much as $145B capex spend this year “It plans to launch a chip about every six months through 2027”

草了，海力士周四收盘后，该合作的合作，该合影的合影，该吹的吹，该喊的喊，大家一副配合默契的样子，感觉存储的春天又回来了。。。。但是就在几个小时前，存储的天还是塌的，他们真的是掐着秒表发利好，连早一分钟为存储说句话都不愿意，韩国恐成最大输家，被华尔街耗光羊毛，甚至连一下像样的抵抗都没有，韩国输的一塌糊涂。 心疼韩国人。 Discord在个人资料，buy the dip，长期持有。

我就问你们一句，这些新闻一定是要等到今天非发不可是吗？前几天为什么不发！！！ 你们说话啊！！！ 华尔街真的太狗了！！！ Discord在个人资料，buy the dip，长期持有。 https://t.co/P48XLpu8zn

我宣布：集体康复出院！！！！ Discord在个人资料，buy the dip，长期持有。 https://t.co/5jmviC9kdR

其实什么都没有改变，只是海力士收盘了…压低价格的目标已实现，华尔街现在华丽转身，开始赞美存储，赞美 AI Buy the dip，长期持有，Discord在个人资料。

开始了，海力士收盘了，算力又开始缺了，资本支出又要开始加大了，AI又充满希望了。 Discord在个人资料，buy the dip，长期持有。 https://t.co/iE5HLxuI1z

坏了！热巴（mu）我要高攀不起了😳😳 Buy the dip，长期持有，Discord在个人资料。

我感觉小火箭 rklb要憋不住了，要爆了。 Buy the dip，长期持有，Discord在个人资料。

海力士快收盘吧，我们快要熬出头了。海力士收盘之时，就是我们多军吹响号角之刻！ 大概率昨晚就是最后一跌了，今晚应该不会跌了，资金应该也会抢跑，买不到 ADR 的应该也会去做多DRAM 这些。明天就等着开奖了。 Buy the dip，长期持有，Discord在个人资料。

我的 discord 已经快变成“全球存储心碎少男少女收容中心”了💔 天天喂鸡汤，把全网的失意人都聚集在了一起，大家互相鼓励，抱团取暖，钱没赚到，骚话学会不少😅 还有失意人吗？？？欢迎来我这里，我们一起抱团取暖，共渡寒冬，之后再一起狂一起笑，一起干空头💪 Buy the dip，长期持有，Discord在个人资料。

今日收盘后会有海力士 ADR 招股书公布，定价多少？解禁时间是哪天？这些都会确定下来。 理论上，招股书一公布，海力士的抛售可能就会结束。虽然 ADR 上市后仍可能继续被抛售。但本质上，两者跟踪的是同一家公司，长期分化不可持续。若 ADR 涨而海力士跌，也会触发反向套利，正股海力士反而成为优势资产。市场会再平衡，最终回归一致。 还有最后一个交易日，再忍一忍，一切都会好起来。🙏🙏 Buy the dip，长期持有，Discord 在个人资料。

“AI 是泡沫，存储到头了。”我有种感觉，一两年后人类回头看这些观点，就跟现在看过去欧洲抵制空调一样可笑🤣 那个时候有多看不上空调，之后就有多FOMO 空调🤣 Buy the dip，长期持有，Discord 在个人资料。

rklb 卖股终于结束了，倒霉蛋 Peter 被迫在 80 附近出售股票，真的好惨🥹，感觉他被华尔街狙击了，故意砸盘让他在低位卖出。惨是真的惨，Peter 就像个纯情男大，被自己一手养大的女友疯狂戴绿帽。 不过这次卖完，小火箭应该结束下跌了，80 就是底部。Peter 也设置了低于 80 就放弃抛售的选项，没错，我们的可怜 CEO没卖完，只卖了 60% 多。所以连我们的倒霉蛋 CEO 都认为 80 就是极限，再低就是不尊重了，你可以绿我，但不能践踏我的尊严。 这波回调又深又长，全是噪音，小火箭还是那个小火箭，不管外面风怎么吹，他还在认真造火箭，这就够了！看好 rklb 重返巅峰，我没有一刻怀疑过！ Buy the dip，长期持有，Discord 在个人资料。

七倍！！对比人类史上最大 spcx ipo是三到四倍，华尔街让你们卖，小作文一篇接一篇，手可没停下来买。你们割肉的全他妈卖给华尔街了。 七倍的话，周五不可能跌的，绝逼高开，30%轻轻松松，甚至 50%都有机会，拿住吧，到那个时候，华尔街会告诉你，存储不拥挤了，内存被错杀了，ai 不是泡沫，存储行情还要继续。 令人反胃的华尔街。 Buy the dip，长期持有，Discord在个人资料。

Wow, looks like Elon + xAI at $SPCX managed to build an Anthropic Opus-level LLM with Grok 4.5. That’s much more cost efficient as well… Kinda emulating what Chinese vendors have been doing to compete on pricing + adoption. (Which is an ideal thing given Chinese model growth among US companies recently) Never doubt Elon, maybe they might end up leapfrogging Anthropic + Mythos?

$META to build a new $10B DC in Canada to expand AI capacity. So much for the media framing of “Meta Compute”as overbuilding and cutting capex. https://t.co/0QgSls0s9o

Let’s put it this way: Retail thinks a 30-60% drop is a “falling knife” where bagholders will never recover. And they end up panic selling after seeing swiggly line TAs and people comparing valuable chokepoints to memes. I see it as long term ownership over: - the next hyperscaler with $NBIS, projecting $7-9B ARR Q4 - 40% of the InP supply chain with $AXTI - leader of the next optical shift with $SIVE with CW DFB lasers - leader of US humanoids with $CCXI inside a future trillion dollar theme And so on… At cheaper valuations. While I might do things like lowering margin or hedging with my own portfolio, I’m personally not panicking when something drops if the thesis didn’t change. NFA and obviously depends on people’s investing timeframes: Since a crash would be life changing for people that depend on investing for rent or tuition. (Which is why I personally think others should do their own DD and choose longs in line with their own risk profile) But my personal goal is maximizing exposure to the next-gen supercycles before they hit. I think institutions think the same way as well, which is why there’s a lot of induced volatility along the way to maximize their exposure. If a thesis ends up correct, the valuation should be reflected in the long run.

拥挤的存储你可以不参与，但是 60 的 dram 你还不买吗？买了上车就可以抄我底，让我羡慕一百年🐶 存储这波跌完，也基本到位冷静了，扛不住的也都下车了，剩下的要么就是利润厚到可以带进坟墓的老头👴，要么就是不知道卖字怎么写的莽夫😂，胆子小的早就割肉了🤣 真的，继续看空存储意义不大了，存还是存，御三家没有竞争，钱赚到手软，未来很长时间这个格局不会改变🧐 Buy the dip，长期持有，Discord在个人资料。

我说今天怎么跌不动了…原来 jim 奶活了，不得不服 Buy the dip，长期持有，Discord在个人资料。

感觉没昨天那么恐慌了，同样是 58，今天体感就好多了，甚至还有点小高兴🤣 Buy the dip，长期持有，Discord在个人资料。

很好，dram 又在 58 的位置顶住了，希望收盘别跌破。 其实现在涨不涨无所谓了，只要横盘等均线下来，布林线收口，成交量下降，就可以了。 dram 的溢价现在是-8%，说实话看到还是很吃惊的，超级热门 存储 etf，就这个溢价，你觉得还有个毛线泡沫…这溢价基本没有下跌空间了。而且之后如果反弹，大概率也是要补涨的，这种 溢价放在 2026 年就是黄金坑的存在。哪怕存储一分钱不涨，dram 光修复这个溢价，就有 8 个点的空间🤦这种机会真的可遇不可求，错过真的就错过了。 Buy the dip，长期持有，Discord在个人资料。

小跌当赢，不跌大赢，小涨则赢麻辣！！ Buy the dip，长期持有，Discord在个人资料。

Does this market have enough money to do an SK Hynix deal at reasonable prices? We couldn't even do Rivian with a couple of points of where it was... We have to be careful

蓝色起源 1300 亿估值上市，太空股能再来一波行情么 Buy the dip，长期持有，Discord在个人资料。 https://t.co/IBQGHRHtmM

Blue Origin reportedly raising $10B at a $130B valuation per NYT. Seems pretty positive for $RKLB, $ASTS, and other space names in terms of relative valuation anchoring. If SpaceX and Blue Origin is able to set such high valuations. https://t.co/04W7phuIwr

以前海力士因未在美股上市而估值折价，本以为上市后估值会修复，没想到正股反而遭到抛售，股价越来越差，然后拼命抬高海力士ADR，把ADR溢价拉到50%以上🤦。说实话，这思路真新奇，我都没往ADR溢价这方面想过😅。问了AI那么多回，它也没提到这一点🤦…只能说华尔街套路真多，总能让人大开眼界。🤦 Buy the dip，长期持有，Discord在个人资料。

一直跌，一直跌，跌到周五，无论周五发生什么，哪怕周五海力士破产了，伊朗又封海峡了，川普说梅西是傻逼，股市可能都会涨。重要的不是新闻本身，而是周五这个timing，只要是那天，发布任何消息都会刺激股市上涨，哪怕是坏消息。 Buy the dip，长期持有，Discord在个人资料。

猫找到了！！！喜大普奔！！🙏🙏🙏 Buy the dip，长期持有，Discord在个人资料。

天塌了！猫丢了！！！ Buy the dip，长期持有，Discord在个人资料。

Trump: “Spain is a terrible partner in NATO. They don't participate. They don't pay. Cut off all trade with Spain” Tbh no clue what’s going on anymore… https://t.co/F1n0m6gcPa

@aleabitoreddit 白毛股神，能不能给我点心理按摩，NBIS是否今晚能止跌？它已经亏了我太多了，接近腰斩了

Trump: Memorandum of Understanding with Iran “is over” “It’s a waste of time dealing with them,” Trump said at the NATO summit. Always an exciting time with markets. https://t.co/S3UisD75Kc

RT @OpenAI: GPT-5.6 Sol, along with Terra and Luna, will launch publicly this Thursday. We’re expanding preview access globally now. https://t.co/Uk5HcfSc2e

干死空头就完事了🙄 Buy the dip，长期持有，Discord在个人资料。 https://t.co/bcUOT15VWR

夜盘也一般般，现在不跌当赢，苟到周五，扛住，我们能赢💪 Buy the dip，长期持有，Discord在个人资料。

Hesai Technology, a Chinese lidar maker faces US national scrutiny over its expanded partnership with $NVDA and lidar sensors. For $OUST, $AEVA, and Western lidar bros, this is generally positive if competitors get regulated out. Since there were warnings that: Sensors could be disabled or exploited remotely, given Hesai firmware update disabled lidar units on February 29 (as evidence). By second order effect, this is also bullish for upstream laser suppliers too like $LITE and $SIVE that are used in western lidar players.

Just Bloomberg and $META doing damage control after crashing the market with Meta Compute framing: Spokesperson: "Meta is still hungry for even more computing power. It is still moving forward with plans for expensive new data centers and recently inked major computing deals with $CRVW, Google, $ORCL, and others." Just dropped that in with the Meta Muse announcement, and evenn threw in the "expensive" framing with DCs to signal capex. But little late given we're likely seeing a lot of margin liquidation cascades and heavy losses from media framing earlier.

gev 今天原来跌到过-10%🤦 要是有子弹买就好了，可惜了，这么好的买点，你们谁有子弹完全可以买点，存储到头了，电总不会到头了吧🤣 Buy the dip，长期持有，Discord在个人资料。

How is the US so far behind? Xinhua: China's output of humanoids are expected to hit 100,000+ this year. Even Morgan Stanley originally projected 14,000 for 2026... Really need Elon's $TSLA, $CCXI (Agility), Apptronik, and Figure to catchup. And for more US Gov. subsidies to pour into upstream supply chains + rare earths. Cause this disparity between US vs. China mass production is getting ridiculous... But it almost feels like the start of Russia/US Space race Sputnik Moment for robotics?

数倍认购，然后有人跟我说存储走到头了。🤦机构最会嘴上说一套，手上做一套，叫你们卖存储买云，自己却挤破头去买。真他妈狗，太狗了🙄 价格越低，海力士认购成本就越低，这点份额机构塞牙缝都不够，估计还要去二级市场抢。你说就这样，他能不砸盘吗？机构巴不得海力士跌到1块钱，没上车的傻逼巴不得整车翻倒，把乘客震走，自己再包车开走。 所以大家别上当，绑好安全带，用502把屁股粘在座位上，用U型锁把车门锁住，车窗用铁皮焊死焊成坦克，谁都别想把我拉出去。车在人在，车走人走，车坏人推，誓死和车共存亡，我已和车融为一体。 Buy the dip，长期持有，Discord在个人资料。

SK Hynix’s $SKHY U.S. listing is reportedly “multiple times oversubscribed” (Bloomberg) It has drawn strong early demand from notable investors & firms like Situational Awareness LP, run by Leopold Aschenbrenner

@EUlmsten wow the mythical golden egg dragon candle was spotted over the $SIVEF chart. Something big is coming... https://t.co/V4CL41m5ax

This is the average visual TA bro, takes a 50% 50% coinflip: If it goes the other way, they say "ABC Pattern Invalidated", should have known... If they get the coinflip right, they promote their $40/month chart. -> People drawing swiggly lines over KOSPI mean nothing where it heads. When it's primarily Samsung/SK Hynix and forward operating income growth from DRAM/NAND. -> The swiggly drawing over $SIVE, $AEHR, and others mean nothing. When it's primarily hyperscaler suppliers, thematic premiums, and volume ramp orders determining valuations. Then if something randomly goes from $1 to $60 like $AXTI, they claim they spotted it with their "Golden Egg Dragon Candle", while ignoring anything with InP substrate and otpical demand. There's rare times like these where it's a massive sector drop all together. But now the TA bros are showing up everywhere saying here's a $40 course on how they predicted it with swiggly lines.

@aleabitoreddit @WLinvestment TA is astrology for fin bros

好消息是，日内新低没有比上一个低点更低，大概率今天止跌了，但当前高点未突破上一个高点，说明反弹动能仍较弱。希望后面能继续反弹，收盘最好收一根带下影线的K线，那将是非常大的利好。 另外，日K线上当前价格正好处于6月10日附近筹码密集区，是有效支撑位。乐观来看，这个位置差不多跌到位了，若再下跌就打开新空间了，希望不要。🙏 为了找利好，我都快成画线博主了😂还是日内短线，我已经好多年没讲这些了😂为了给大家打气，把压箱底的功力都拿出来了，希望能对大家有用。💪 Buy the dip，长期持有，Discord在个人资料。

其实我还是想说，快买存储。如果你们还有子弹，现在是个很好的买点。存储长久以来一直没有很好的上市机会，这次机会来了，一定要抓住。没子弹了也不用太担心，拿着就是最好的选择，只要不割，一定能熬出头。全世界最赚钱的板块，华尔街一堆人卯足的劲想要上车，你说行情结束了？我不相信 Buy the dip，长期持有，Discord在个人资料。

现实很残忍，但是梦会很美好，爱做梦的男孩，永远不会输！ Discord在个人资料，buy the dip，长期持有。 https://t.co/GnmcYzuEP0

这个小火箭的CEO Peter，也是个倒霉玩意，三个月前制定的卖出计划，不偏不倚正好撞在美股芯片板块回调阶段，他自己估计也吐血了，很像知道他是什么心情。 这个Peter没啥财运，鉴定完毕。😅😅 Discord在个人资料，buy the dip，长期持有。

什么时候涨无法预测，但是此刻你卖出，大概率就是卖在低点。我自己曾经也无数次输给过恐惧，觉得扛不住，止损割肉，但是事后回看，都是割在低位，没有一次例外。 而且真的会很神奇，往往你割的那一点，还真真正正不偏不倚就是最低点的最低点，就好像手机被监控，整个华尔街都盯着你一样。 百试百灵。 Discord在个人资料，buy the dip，长期持有。

的确很痛，但是也没有必要自责，在美股做死多头总会有这种时候的，一年12个月，哪怕牛市也有平均下跌3-4个月，这34个月基本都是生不如死的.但是最后都是擦干泪，站起来，又是一波又一波的新高。 现在情绪面很差，特别存储很悲观，希望也许就会在这绝望中孕育而生。板块会轮动，也会轮回来，我们能做的就是耐心等待。 还是要冷静，别被恐惧占据心灵，我经历过比这惨的多的局面，也都是熬过来的。美股就是一个好处，无论跌多少，都是会回来的。这是恒古不变的真理，没有一个人可以提出反对。更何况你是处在正确的AI供应链中，更加不用过于担心。 Discord在个人资料，buy the dip，长期持有。