急了

Is it just me, or is the list of 3 letter optical jargon never ending? We have LPO, LRO, NPO, XPO, CPO, OBO, and others for approaches. Then InP, EML, ELS, OCS, SOI, and others to add to the random terms. Even the industry events with OCP or OFC get their three letter names. People who have followed me on my optical bottleneck scavenger hunt with $SOI or $IQE might know a lot by now. But wouldn’t new followers might be super confused…

很多人现在看空存储的一个理由是。存储的营收增速会下跌，也就是常挂在嘴边的二阶导数要下降。我从来没说过这个事情，因为这根本不是一个问题🫠 拿美光来说，上一份财报它的营收增速是 80% 多，这 80%不是增长，是增速，那下一份财报要维持这个增速几乎不可能，这里有一个环比基数效应，华尔街不会因为单次增速环比从 80%跌到 60%就看空，因为同样是基数效应，这次增速下降，又为下一次的增速上涨奠定了基础🫠，你又怎么说？增速只是影响斜率，而斜率永远不可能一直向上，它一定是波动的😅 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

海力士也是好起来了，之前总有人担心韩国外资外流，没有人买，流动性不足，其实都是多余的担心，，只要价格合适，外资该买还是买，没有人会拒绝赚钱，昨天淡马锡准备投资就是最好的证明 Buy the dip，长期持有，永远缺存储，Discord在个人资料。 https://t.co/Vj9z0lxEEm

My main takeaway was that your merchant CW laser suppliers seem to be EXTREMELY IMPORTANT now. But TLDR of $COHR earnings: "given the demand that we see in our DC business with transceivers, I don’t see any time in the near future where we would be selling indium phosphide lasers externally" - Ton more value placed on companies that sell InP lasers externally if $AAOI can't doesn't enough capacity for first gen-CPO deployments, $COHR not selling externally... I guess that's why $MTSI said a ton of customers are approaching them with urgency for InP CW DFB lasers (and they dont even have meaningful capacity coming online until EOY 2027) $AAOI -> Internal $COHR -> Internal Buyers -> fewer places to look for capacity. "Our backlog now extends out, fiscal 2027 is basically completely booked out. We are booked really through the end of calendar 2027" [ Massive massive demand visibility] - Coherent also mentioned LTAs spanning end of decade. So this kinda reinforces what $POET CEO said at their AGM that the "big 3" are fully sold out next 2 years. "we’re not constrained in the assembly and test capacity right now. We’re really just constrained by the ramp of the indium phosphide production" - Just for the bottleneck bros in terms of assembly/test not a bottleneck. "absolutely no push-out of CPO demand. In fact, it has been the opposite. We have seen demand increase and request from customers’ demand getting pulled in" "we continue to expect revenue from CPO for scale-up applications to start to flow in the second half of calendar 2027" - Big read through on other CPO players for scale up if $LITE, $COHR reaffirm revenue from CPO scale up coming h2027. - "quarterly revenue exceeding $3 billion by the end of fiscal 2027" - $COHR revenue go brrr So for regular numbers it's: - $2.046B revenue (+13.3% Q/Q, +33.8% Y/Y), main revenue ramp looks to be happening entering Q4 into 2027 - Non-GAAP gross margins: 40.2% Next quarter guide is: - Revenue: $2.2–$2.4B revenue - Non-GAAP gross margins: 39.5-41.5% Basically: $1.69B -> $1.81B -> $2.05B -> ~$2.30B -> $3.0B (end of FY 2027) ~39% -> 39.6% -> 40.2% -> ~40.5% (gross margins) For operating margins: 18.0% -> 19.5% -> 19.9% -> 20.3% -> 21.8% Little less impressed compared to $LITE margin growth in terms of profitability, but revenue scale for $COHR growing rapidly.

@aleabitoreddit @mikealfred Did you take a look at COHR earnings by chance?

每天喊长期持有，每天写存储鸡汤，每天说热巴（mu）爱你😘 但是看到 nbis 一天涨 27%还是真羡慕啊，什么时候热巴（mu）也能一天涨 28%啊🫠果然还是别人的老婆前凸后翘比较好看👀 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

Grok 4.6，美国人自己的 DeepSeek😅，据说性能已经和 GPT Sol 并驾齐驱了，但是更便宜😅 最惨的就是谷歌的 Gemini，本来还有一个 Grok 陪着一起吊车尾，现在好了，孤家寡人一个了😅现在显得 Gemini 特别傻逼 Buy the dip，长期持有，永远缺存储，Discord 在个人资料。

越来越多的证据表明存储已经不是周期股了，在之前的的周期中，产能扩张发生需求未知的情况下，而现在的产能扩展是发生在 15 份长协的基础上，需求是确定的，这和过去完全是两回事。 客户不傻，金主爸爸不会明知道你有周期，还傻呆呆签为期五年的长协，你真以为全世界就你最清醒吧😅 有些东西其实分析下都是很简单的道理。你说存储明年后年价格要崩，那硅谷那些大佬干嘛把合同签到 2030 年，还限定价格下限？甲方爸爸脑子大概被门夹了🤣ceo 应该让你去当😅 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

存储今天其实有一个非常大的利好，但是我看没有什么人提，UBS 开始明确要求市场改变给 MU 的估值框架。🥰 UBS 最新报告出现了我一直在等的一种措辞。UBS认为 MU 正在发生 “structural reset in earnings power（盈利能力的结构性重置）”，并明确认为这种盈利的持续性和可见度应该让 MU 从传统存储周期估值，转向更广泛的半导体估值倍数。 更关键的是，UBS不是只喊口号。它现在预测： FY27 EPS：$184.89 FY28 EPS：$265.65 FY29 EPS：仍高于 $160 并维持 $1,625目标价。它的估值方法已经直接采用大约 11× NTM PE，而不是传统存储股常见的5–7倍峰值PE。 这是我目前知道的第一个做出此判断的机构，我相信这不会是最后一个，当越来越多的机构开始改变看法，存储会得到他应得的估值 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

Grok 4.6 is objectively #1 when considering intelligence, speed & cost https://t.co/1SowBEzlJV

算力中心要变成吸金巨兽了😅😅其实也非常直觉，Meta，特斯拉，spcx，nvda 都在做卖算力的事情，就说明算力比主业赚钱多了😂现实非常魔幻，就是研究大模型不如去卖算力🤣🤣 不过我们也要看到卖算力爆赚的背后还是因为人类对 ai 的需求在加大，供应又跟不上导致的，需求和供应有一方不成立，都无法形成这种赚钱效应。从这里就可以看出，ai 不是泡沫，而是一种实打实存在的生产力革命。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

观点不变，这一次会有非常多的人卖飞，一定要拿住不动，我们还在路上。多看少动，做多错多，不操作就是最好的操作。互勉。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

Intel CEO陈立武的这个访谈信息量很大：“...我过去不投资内存，因为它像商品，但现在情况不同了，有很多新技术涌现。我偏爱的一个项目是研究内存的新架构，我聘请了我的好朋友李硕熙(Seok-Hee Lee)他以前掌管SK海力士，所以你大概能猜到我在想什么，我们还没准备好公布。 《存储是周期股》《存储到头了》年底地狱笑话。时间会证明我是对的🤑🤑 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

在两位云哥哥的带领下，硬件弟弟们猪突猛进，全军出击！！上一次见这场景，已经很多年前了，那时我才3岁！😜 美光今日6个点，把我看的热泪盈眶，总算突破了压力位，离开了900魔咒区，今天的成交量也非常可以，属于放量大涨了，我觉得存储这波回调，从1200跌到700，然后900位置横盘，历时一个半月，收盘如果没有意外，那几乎可以断定调整结束了。 纳斯达克的王要回来了！！！ Buy the dip，长期持有，永远缺存储，Discord在个人资料。

新云们财报猛涨，有个细节需要注意，两家 q2 资本开支都是猛涨，crwv 还是还继续上调资本开支预期，nbis 则上调电力支出，两家现在都是火力全开，拼命抢电。be 都已经涨冒烟了。gev 也在慢慢上涨。 两家都开始批量部署 rubin，也就是大量部署 hbm4，存储的需求至少从两个新云上看完全没有见顶迹象，ssd，dram nand 都是有多少买多少，整个服务器全供应链都紧缺。 目前看着硬件一片欣欣向荣，所有的激情都被两朵云点燃🔥，快给两个云磕个头，感谢云哥的馈赠🙏🙏🙏 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

平平无奇，发了一个寂寞的 cpi 如果最后导致美股大涨，只能代表一件事，美股自己很想涨了😅 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

$NBIS outlook is pretty insane yet again. $582.3M revenue (+454% Y/Y, +46% Q/Q) off ~50% adjusted EBITDA margin (AI Cloud). $8.04B cash on hand. Reiterates financial guide (2026 revenue: $3.0–$3.4B 2026 EoY ARR: $7–$9B), I was hoping for a raise, but it's already massive growth. Not really about this quarter financials, but these signals: - "We could sell our entire 2027 capacity on these terms today." massive visibility on demand - "4 customer agreements averaging over $1B+ each in contract value" - Around 70% of Q2 deals included customer prepayments - Contracted power guidance was raised again, from more ~4+ GW to 5 GW. (this used to be a concern vs. $IREN debate, but Nebius power guidance keeps going through the roof). - Expects $9B+ of prepayments in 2026 and says it has $40B+ of commitments. - annual contract value per MW keeps going brrr (>$40M/mw for Q3 short term capacity deals) Same bear story will always be there (eg. large $5.66B of capex with current GAAP net loss), but demand is extreme with massive visibility, with increasing AI Cloud adjusted EBITDA margins ( 24% -> 45% -> 50% progression) We kinda got this read through from all your hyperscaler cloud earnings and $CRWV backlog yesterday, but glad it's showing up in Weebius's earnings.

$AEHR receives another $22M follow on order for AI processor wafer level burn in systems. By their lead AI processor company. It’s cool to see this tiny company grow up so fast across so many verticals (memory, silicon photonics, etc). Up +5.39% premarket off the news. https://t.co/YkOtELzkmo

So this is just what I'm seeing with $SIVE and the CW DFB laser chokepoint right now. From optical earnings: 1. $LITE: unexpected demand and imbalance for UHP CW lasers. - Had ability to price up ASP for lasers. - Scale up CPO on track for H2 2027 shipments, called out any CPO scale up delay rumors as noise. Lumentum confirmed timelines (that CPO players like Sivers sold off of misleading reports from), high margins, and extreme demand for qualified CW lasers. 2. $AAOI: doesn’t have enough CW laser capacity because of too much optical transceiver demand. - Not meaningfully participating in first-gen CPO deployments, with $MTSI not looking like they're in it either but focusing on NPO. Haven't seen much with $SMTC after their HieFo acqusition. - Called lasers as the bottleneck within a 20-40% demand imbalance for transceivers. - Says customers approaching them every week asking them for supply + to move faster. AOI confirmed demand imbalances + bottlenecks for lasers. And we got an even smaller pool for first-gen CPO players. 3. Both $AAOI and $LITE claimed Chinese players were years behind for CPO lasers and far behind stated claims in qualified capacity. - $AAOI said 2-3 years+ behind with CPO lasers. - $LITE said they haven't seen anything like Chinese claims in terms of outputs (and no recourse if it's false). Reaffirms moat for CPO related lasers, and no flooding from some shortseller claims on the optical sector. 4. $MTSI said that many customers are approaching them with urgency due to the general supply shortage of indium phosphide DFB lasers. Again, puts Sivers in the that bottleneck, giving them likely more customer demand . Among $COHR ($72.54B), $LITE ($66.57B), $AVGO ($2.13T): It's very special you get one of the public 4 Western CPO leaders at a ~$1.5B MC with $SIVE. Feels like my thesis with both: - The CW bottleneck that I predicted - CW laser chokepoint (where there's only a few CPO players, at least for gen-1) Got validated from earnings, now it's just waiting for the inflection points of next optical architecture shifts.

作为X上比较活跃的存储死多头，我对存储的情绪感知很敏感。最近有种强烈感觉：虽然股价没什么变化，但存储的小作文鬼故事明显变少了。过去一个半月，几乎每天都有海量利空消息，角度刁钻，有些离谱到想都想不到。那时我每天光和利空消息斗争就要花好几个小时。 现在完全不一样了，机构不写作文了，好像某种势力完成了任务，突然集体消失，我还有点失落🙃🙃 这种变化也许是一个阶段的结束，一种新阶段的开始。存储波动每天在缩小，讨论度也低了很多。如果你认可股价最终会回归基本面，那是不是意味着噪音减少、热度褪去，回归之路该开始了？🥰🥰🥰 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

What a legend, Situational Awareness bought 1/6th of the entire company of Taiyo Yuden. Pretty wild to see this unfolding. https://t.co/nBQW5DOZ5f

It was reported today that Leopold’s Situational Awareness acquired 11.62% of Taiyo Yuden (6976). Up from 5.99% as of July 16th. I do agree with his position (if he still has it) in terms of how valuable this MLCC manufacturer is to global AI supply chains. https://t.co/fAQNpAFfhU

今晚 cpi 暴跌，九月加息变降息，美股大涨 3%，soxl 大涨 20%，存储大涨 15%，不好意思，我已经开始做梦了，你们喜欢吗？ Buy the dip，长期持有，永远缺存储，Discord在个人资料。

今天 lite，crwv，smci 硬件股财报都起飞了，欧巴也向上熔断了，硬件的春天回来了吗？不过也要看今天的 cpi，再助推一把，川普出手吧，点燃硬件股吧 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

I didn’t know Leopold was a fellow MLCC bottleneck investor in Taiyo Yuden (6976) It’s been disclosed today that Situational Awareness owns 5.99% of the company with a ~ ¥17,446/share avg as of June 29th. Current prices are ¥9,797. I actually added some today to show support since Taiyo Yuden is one of the largest % MLCC manufacturers globally.

Bro Charles the $SMCI CEO needs to become a politician. I’ve never seen a guy dodge so many questions on a Q&A earnings transcript before. - “what’s your 2027 gross margins” A: “we look forward to growing them - “do you anticipate margins to improve September?” A: September. Which is September?

$LITE earnings transcript TLDRs: - "Our visibility into the timing of CPO scale-up deployments has also sharpened. We remain confident in a demand ramp for our ultra-high-power laser chips in the second half of calendar 2027" H2 2027 start of CPO scale up ramp confirmed from Lumentum for their lead customer. - "We were recently given our first external light source, or ELS, module purchase for delivery by the second half of calendar 2027" ELS industry ramp timelines - "The NPO opportunity is completely additive for us, significantly increasing the optical TAM." More TAM for laser chokepoint club - "we expect the 1.6T transceiver uptake to intensify starting in fiscal Q1 and sustain through calendar 2027." - "Even in CW, we’ve been surprised at our ability to price up" Positive pricing power for $SIVE and the other CW laser players. - "As a result, we are able to command a nice price premium that we expect to sustain, as these Chinese if these Chinese guys come online. I caution people also, I think people are some of these Chinese laser suppliers are not delivering in the market today, so they have there is no recourse when they throw out these big numbers. We have not seen anything like that to date in terms of their output." Chinese players are more behind than markets expect, corroborated by $AAOI and $LITE. - "We are way behind in our shipments, unfortunately, on high-powered lasers" "The demand signal has increased, and we are very much further behind relative to our ability to supply." Extreme demand imbalance for UHP CW laser capacity, continued demand imbalance for EML. Shipping roughly +$50M year end -> $100m+ ("triple digit quarter") into much larger H2 2027 and 2028 scale up demand,. - "So what we are trying to do, I think, really in the last three months is secure even more substrate supply" (because of demand imbalance), "we found additional substrate help from $AXTI They are a great partner." Hello InP substrate bottleneck. TLDR: - Lumentum CPO scale up H2 2027 shipments got confirmed, dismissed any "delay" news as market "noise". (one delay report caused so much damage, and it took Nvidia, Lumentum, and all these companies weeks to do damage control). - CW lasers demand ramp second half of 2027 - Extreme demand imbalance for UHP CW laser capacity surprised Lumentum - UHP lasers commands very high margins and is able to price up CW laser capacity. - China further behind in the laser/capacity angle. Basically just validated timelines + demand/pricing for Western CW laser players. CW laser scarcity is already happening before the main volume ramp even begins...

Insane earnings today for the AI theme with $CRWV, $SMCI, and $LITE. Coreweave: Absurd ~$104B+ backlog, which doesn't include $25B+ of new customer agreements added in early Q3. Compute demand read through for Neoclouds is enormous (For Nebius, Iren and others) Supermicro: Absurd $65-72B in revenue guidance, adding $60B+ in new orders... AI DC buildout read through is just enormous. Lumentum: $808M -> $1.01B -> $1.25B revenue ramp, with operating margins growing quarter after quarter. Photonics players just keeps printing. TLDR: Every layer of the AI buildout goes brrrrr, and it's showing up in earnings.

$SMCI 2027 guidance was actually unholy: $65-$72 billion FY 2027 revenue guidance... vs. ~$52.4B expected, a casual +$16.1B above consensus. SMCI logged a massive $60B+ in news order from this earnings. That timeline is also interesting when they announced a plan to co-build $SPCX + xAI DCs "within a year" back in June.. But if SMCI sustain 10-15% gross margins off that ~$70B revenue guidance... I think there's a lot of room for rerating given MC is ~$20B (NFA, I have short term positions in SMCI now from this ER). Most important thing is learning about 2027 margins from call today.

$RKLB — 彭博社访谈，peter 野心很大，盘中的大 v 很有可能跟此有关。节选两个最重要的问题，以及我最喜欢的最后一句话。 Q1. 您能澄清一下关于Neutron的困惑吗？昨天，似乎您在稍微推迟发射日期。Neutron是否仍按计划在2026年从其发射台发射？ Peter Beck：我认为头条新闻有点夸大其词了。我所说的是，今年实现发射的时间变得有点紧迫。这只是诚实和透明而已。 这是一项火箭计划。这些是非常困难和复杂的计划。我们的意图是全力推进，并争取在今年完成首次飞行。 但我认为真正应该问的问题是：第10次飞行怎么样？ 首次飞行显然很重要，但第10次飞行才是真正重要的，因为那表明你已经达到了规模、节奏和可重复使用性。这对整个计划来说是最重要的。 Q2. 您提到了节奏。能否谈谈您对未来节奏的思考。您认为有可行的路径实现常规节奏吗？ Peter Beck：如果你看看我们当前的运载火箭Electron，我们实际上比历史上任何其他火箭更快地实现了规模化。我们从零到50次飞行用了历史上最短的时间，而且我们正按计划用最短的时间达到100次飞行。 所以我们对如何将火箭放到发射台上并反复发射颇有心得。 Neutron之所以非常重要，有几个原因。很多人关注它填补空白并为Falcon 9提供竞争，这是它工作的重要部分。 但Rocket Lab是一家端到端的太空公司。我们既为自身建造卫星，也为他人建造卫星。随着即将收购Iridium，我们确实需要一枚火箭来发射我们自己的卫星。 Neutron产能至少50%将被我们自己消耗。

$LITE earnings are out, very strong earnings: Revenue: $1.01B, +24.5% Q/Q, +109.3% Y/Y growth vs. ~$984.6M Adj. EPS: $3.23 vs. ~$2.95 Gross Margin (non-gaap): 50.4% / Operating margin (non-gaap) 36.6% Q1 FY2027 guidance is probably more important: Revenue: $1.225–1.275B vs. ~$1.16B Adj. EPS: $4.05–4.35 vs. ~$3.63 Operating margin (non-gaap) of 39.5% - 40.5% In terms of notes: Sees: "Increasing demand for ultra-high-power CPO lasers, an initial order for ELS modules" - Great read through on other CPO players like $SIVEF, $COHR, and others. (maybe not AAOI since they're missing out on first-gen deployments) - "Breath of NPO engagements are the first signs that optics are starting to penetrate in-rack connectivity, significantly upping our optical TAM" - Revenue projections "reaching our target model more than a quarter ahead of schedule." Extremely strong earnings as expected, you have revenue going from: $808M -> $1.01B -> $1.25B while operating margin keeps increasing... Just my first impressions. Most important thing is the earnings call coming up soon.

小火箭中子号延期现涨 1%，spcx 跌-5%🙃 大火箭股东要吐了，到底是谁家火箭延期了啊🤣 财报猜涨跌真的和扔硬币没啥区别，都是命。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

Just putting it out there for people that think AAOI is a one year cycle... $AAOI projects their ELSFP capacity for CPO to be 400K/units a month in 2028. 400k * ~$400 ELS ASP (GS assumptions) = + another ~$1.92B 2028 annualized revenue capacity added as a new distinct (>50% gross margin) product line. On top of their existing 2027 projections (eg. ~$5.6B annualized transceiver revenue off $471m/month entering H2). TAM for 1.6T also goes brrr so I'd expect their end of H2 2027 projections to go up as more capacity comes online... For certain optical names, it's one cycle (eg. 1.6T, CPO scale out/up, NPO etc. ), stacked on top of one another... stacked on top of another... with TAM + margins stacking like minions after Anivia uses W in line. Rather than one-and-done off of one year. This is a stark contrast to some other sectors where growth is likely to decelerate after maybe 1 year of triple digit Y/Y revenue growth.

存储真的是极致缩量冷却横盘，无聊到爆，无聊到我都不知道该聊什么了，突然话题终结，这种感觉真的非常像为下一波行情在做准备。这个横盘很有可能会持续很久……我已经最好心理准备了。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

这.....那甄子丹不演苏妈我不看... Buy the dip，长期持有，永远缺存储，Discord在个人资料。 https://t.co/JObf7li5X2

RKLB中子号延期一定是大利空，而且是最大的利空，暗示延期就是铁定延期，市场一定会用下跌去消化这个利空。但是也不用太过于悲伤，中子号只是延期不是取消，只要会发射，跌多少都是会涨回去的。 说一个事实，类似暗示延期，最后确定延期的戏码，小火箭身上已经发生过2次了。前年、去年的Q2和Q3财报就是差不多的情节。但是股价呢，还不是顶着延期涨上来了。 延期会造成短期波动，但是也会创造出黄金坑，随着市场消化掉今年不会发射的利空之后，又开始该涨还是涨的节奏。 买这些画饼公司，永远会有这种落空风险，特斯拉、spcx、量子计算、核电、医药...每一个都是这样的，没有办法，风险和收益永远并存，你承担落空的风险，同样开花结果的那一刻的受益也是巨大的，当然你也可以选择确定发射了再上车，这也没有毛病，用少赚点钱换取确定性。 怎么选都是有美好的未来。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

马斯克回复中国火箭发射失败。 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

惊喜都发生在你没有预期的时候😃所以…

@hanking66 现在的问题是存储所有的利好大家都懂，没有惊喜了

Holy... We've reached 1,000,000 followers! It's genuinely incredible that so many people care to read about my ideas around AI chokepoints and bottlenecks. From substrates, lasers, actuators, memory, power to some of the most niche parts of upstream supply chains. I've had a lot of fun sharing free thoughts I've come across along the way and tracking whether they get validated over time. A lot worked out, some haven't, and some are still playing out! But honestly, all of this attention has come as a massive surprise to me this year, especially globally, from Sweden, Japan, Korea, to China. Thank you for all your support! I'll be announcing something soon to celebrate.

We're almost there...

我有一说一， 1.海力士 ceo 刚增持过 2.另外海力士和工会的薪资协议里也希望 10%分红包含股票，且规定时间卖出。 3.海力士 adr 上市增发的 1700 万股，比例 2.5%，其实不多。 4.韩国财阀有一个特点，不喜欢自己的股份被稀释 5.海力士从来没有拒绝过回购 其实都是信心的表现…你让董事会卖股，你不如让他去死…回购说实话，他们非常乐意…他们巴不得把散户的股票全收回来… 但是市场在回购没有发生前炒作不回购，有一种恶人先告状的意思

@hanking66 不應該說漲不起來是因為不回購，我是持有的。 我覺得是公司在股價這樣低迷時刻，也不出來回購是不是自己不看好先。 往大了說伯克希爾480開始回購，往小了說，美團，小米跌到垃圾，然後管理層出來說回購。 先不說回購究竟能不能幫到什麼，但是你管理層要讓人看見，你對於股價的一個態度啊。

uhhh... the Unitree IPO is more than 8000 times oversubscribed by retail investors. The demand for pure play humanoid companies is absolutely enormous? I'm personally in the US-based Agility Robotics club (Softbank, $NVDA, $AMZN, Foxconn, etc), at $2.5B premoney via $CCXI. And my take is that Unitree likely opening at $30B+ (from pre-ipo perps), might bring the leading US players some more attention in a week or two. Regardless that's just absurd demand.

其实在存储身上有几个非常有意思的观点 1.存储涨不起来是因为有两个韩国公司 2.存储涨不起来是因为这些企业不回购，华尔街惩罚他们🤦 我没在开玩笑，这真的是市场在看空的原因，但是抛开成见，你真的觉得这种是利空吗🤦什么时候韩国成为一个贬义词了？不回购成为了做空的理由？？？ 好比年纪第一名，被人骂你的爸妈是农民，你考第一还不给我们抄答案🤦 家人们，擦亮眼睛啊，仔细想想，这真的很离谱了，完全有一种“赚太多钱你也配”的既视感，这不就是没事找茬，鸡蛋里挑骨头吗🤣 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

8月10日 Micron Technology 管理层在KeyBanc会议上给出了新的信息：公司认为2027年的内存市场可能比2026年还紧；同时承认价格涨幅已经从极端水平放缓，但明确表示利润增长还可以来自更好的产品组合 + 更高出货量。 涨价增速放缓，净利润继续提高😍这不就是企业增长的最优解吗🤔从一个暴发户变成了实力派🤣 Buy the dip，长期持有，永远缺存储，Discord在个人资料。

Woah, $RIOT announced a $9.1B deal with Anthropic, with a possible contract extending to $16.1B, over 20Y. $AMD also exercised its option to expand its existing deal with Riot. (And they still have another 1 GW campus they have LOI with for a tenant) In terms of timelines, seem like most of the Colo basket have their revenue inflections hit H2 2027? (Eg. Riot Anthropic deal targets Dec 2027 for first 96 MW, AMD full 50 MW - May 2027) It’s cute to see all the former miners like $IREN and co. grow up.

中子号看起来铁延期了🤦目前看，耽误进度的主要是推进器🤦，我就说，连个静态点火都没有，哎😮‍💨，有的等了…目前盘后才跌 6 个点…我感觉跌少了… Buy the dip，长期持有，永远缺存储，Discord在个人资料。

2025 年 12 月 26 日英特尔增发，开启了一个波澜壮阔的行情，今天 2026 年 8 月 11 日，又一次增发，会是新的时代开启吗？ Buy the dip，长期持有，永远缺存储，Discord在个人资料。