枫
225 posts
8.5% on $MUD guess I won’t be needing to avg down just yet. Sold 1/4 bc I’m not retarded. Down to 1/8. $MU $MUD
HeidingOut@HeidingOut
Buying a starter day trade 1/4 position in $MUD. By day trade (I likely hold a few days fam it's just my weird terminology to differentiate my diff position sizes. "Day trade position" much smaller size for me than a true "swing position" that I may hold for weeks/months. $MUD $MU $MUU
English
$OKLO
Great consolidation here.
I bought again.
I think of a next impulse up to arround 85-104$ next.
Starting this move from the given blue box would be perfect.
Mid term this could climb up to arround 104-140$.
English
@retard3dinvst0r It looks like the market is set for another sharp drop today。。。。
English
Buy as much $AAOI as you can tomorrow while the stock is still under $200. Won’t stay that way for long.
Goodnight retardios see you on the battlefield tomorrow
English
@OjBobbyJoh @aleabitoreddit $LASE is gonna explode soon I think, waiting for earnings in 4 days
English
Okay yeah should have trusted Jensen more on $MRVL after what he did with $NBIS.
He actually gave a $1T price target this time with Marvell.
Marvell up 35% with one remark…
Serenity@aleabitoreddit
$NVDA Jensen Huang: “ $MRVL the next $1T company ladies and gentlemen “. Marvell is currently trading at $191B. I have positions in Marvell… but how much faith do we have in Jensen for the 5x?
English
@stockplaymaker1 New play everyday but I’m eyeing $LASE $QUCY $RKTO for another pump
English
🚨Breaking: The PDT rule is removed tomorrow
What stock are you full porting tomorrow?
English
理解小Lin了，是我不懂…随手一个感觉比较巧合半开玩笑的分享给很大流量，然后自己觉得挺不错的分析，一点流量不给，也没人讨论🤣又是巧合！发完美股跌了，但是依然不敢做空，感觉川普为了全世界和平真的很急😆
加州旅馆@henghaer123
一方面polymarket上霍尔木兹海峡6月开通的概率不断降低，宽裕的流动性也开始略微收紧。另一方面，又怕川普突然超预期的把和平协议甩出来，引起一波FOMO...所以防守型的看多，把短期获益的小票清一清，中长期的仓位不动，之前都是空加密对冲，现在市场也有点超卖了，放弃做空，持一部分现金观望。不是投资建议，只是自己的仓位规划
中文
如果你的光学投资逻辑里还只有 MRVL 和 NOK，那你可能已经错过了更大的机会。
AI 光互连真正的价值，往往藏在那些没人关注的「卡脖子环节」里：
• 全球光纤霸主 GLW（Corning）
• 磷化铟衬底龙头 AXTI（AXT）
• 激光器垄断者 LITE（Lumentum）
• 垂直整合王者 COHR（Coherent）
• 模拟芯片隐形冠军 MTSI（MACOM）
• 光学代工核心 FN（Fabrinet）
• 下一代硅光材料玩家 LWLG
本文顺着 AI 数据中心光互连产业链，一层层拆解光模块背后的真正赢家：
谁在卖铲子？
谁掌握产能瓶颈？
谁拥有无法替代的技术壁垒？
从光纤、磷化铟、激光器、DSP，到 CPO 和 AI 骨干网，这是一份美股光学产业链深度图谱。
BlockBeats｜We're hiring!@BlockBeatsAsia
中文
$AXTI at trendline support. Just learned that this has a tiny float and 13% is short. Stock is in the very hot "semicap" space, upstream of the leading semicon space. It should not stay too long at this level. #IBDPartner @MarketSurge @IBDinvestors ---
Find more like this one yourself using @Marketsurge scanning and alert tools. Try the new "beta" version under $1/day here: shorturl.at/Lbx2c
English
@x2356376116 NOK 目前还是很强啊，大盘跌，他没怎么跌，收盘如果还站在parallel channel上那就是突破，如果明天大盘企稳，nok有可能启动，真突破也要等confirm（起码等个两三天）。AAOI就是正常突破回踩下跌趋势线，如果再到一次177可以接多。
中文
短期我的判断是假跌破65000到64500然后收回来反弹到69000-70000然后再跌假跌破60000拿掉下方多头流动性见底再涨，这个我估计会跟美股一样预判下6月底-7月中吧，短期1 2 3 4 6 8 12h和日线全部严重超卖有修复需求，修复回踩完再接着跌。直接跌下去的概率偏低，中间还是有不少support的。
看不到一点希望@yu16887
@ArtofSpecuycky @buildwithkuma 可以分析一下 BTC 吗谢谢
中文
If you sold your photonics stocks today you are severely retarded
$AAOI going back to $200 real quick
English
$LASE 我发的时候， 0.8 几美金， 最高价涨到 4.49 美金，现在 2.97 美金，出本金了，涨的有点慌。
猴哥｜houge.sol@HougeSol
@aska11068 我没出，不过，涨的太多了，打算出本金了。
中文
If $AAOI closes over $200 today I will live stream myself eating a bowl of my own shit
English