Cyber_Surf_42
22 posts
English
@jainsaab88 But parts of it circulate through industry channels, supply-chain contacts,conferences,and sometimes clients share excerpts. Over time you also learn how to triangulate themes across multiple notes rather than relying on one report. Serenity did mention it on his Telegram channel
English
Mizuho Research: No delays on CPO or 800v dc.
Revised up optical engine projections from $NVDA demand ramp.
- Next phase in CPO for long term, believes InP DFB lasers remains the focus (hello $SIVE). VSCEL and microLED remain "unproven" in short distance in rack + chip to chip for 1.6T+
- HVDC deployment on track, 800VDC incremental volume 2027, with higher penetration in 2028.
What a stupid CPO related selloff recently.
Serenity@aleabitoreddit
$NVDA Networking Senior Vice President refuting recent analyst reports on delays: - “ the most exciting stuff is co-packaged optics.” - There is no delay in H2 CPO product delivery schedule. - CPO switch will enter mass production and begin ramping up customer deliveries as planned in the second half of 2026 This was a media article, original interview source credit should have been credited to Tae Kim / Computex. Something fun to note too was this quote “Gilad was VERY enthusiastic about the CPO ramp from Nvidia.” Both near term and long term. Yeah… I’m extremely bullish on CPO alongside Nvidia.
English
中文
说你俩海尔兄弟呢
余人 @yuren477 李哥 @hazenlee
是不喜欢说话吗？
说话啊！
今天美股大涨
抄底 $MU $DRAM $MRVL 的赚14%-20%
抄底 $SOXL 的赚30%+
听了这俩海尔兄弟的，也别炒股了，跟他俩买小米去吧
利好小米 利好小米 利好小米
川沐｜Trumoo🐮@xiaomustock
美股今晚大涨了没？ 艹，一帮菜逼反驳个锤子， 屁玩意不懂。
中文
李哥 @hazenlee 自称是在5400的最高点做空的黄金，在x和space上多次强调自己从3000多黄金到5400，反手做空，又吃又拿。
但是事实是什么呢？请直接看图和解析👇
1️⃣李哥开始做空黄金称大崩盘在即的时间线整理
2️⃣群内聊天记录证明，
2025.06.25 李哥称黄金大崩盘前夜，黄金回抽就是做空送钱，此时黄金价格3332，距离黄金最高价还有68.01%的涨幅。
如果你此时相信李哥，认为是黄金的历史大顶，你将被套牢半年，抗单68%，不仅踏空后续涨幅，而且到现在也处于深套状态。
此时白银价格35，白银最高价冲到120，想想吧，套你3x，是不是和李哥500做空sndk很像？
3️⃣群内聊天记录证明，
2025.07.03 李哥称此时多黄金的都是吃屎赶不上热乎的，非蠢即坏。具体踏空+做空被套幅度，可以参考图一。
总结一下，李哥从黄金3200，白银35开始看历史大顶，带群友做空（李哥给大家送钱）。
从此开始3200，3500。4000，4500，5000，李哥一直在喊历史大顶，就像这次的ai美股牛市一样，李哥只要无限喊，就一定能喊到历史大顶。
而你，不知道李哥套路的群友或x友，信了李哥，你现在坟头草应该3米高了。
所以，你还相信李哥说的他3000多道5400最高点精准贩售做空吗？这只是李哥张口就骗，就骗萌新的小巧思罢了。
同样，余人 @yuren477 他说装逼吹牛的最高点做空黄金白银，做空nas，sndk，mu，等等，都是一样的套路。
他所说的的德州教练，国内他说第一没人敢说第二这种话也都是完全无耻的智商筛选，真信了那你早晚被余人团伙伙牌和作弊的小手段骗光。
中文
@EchoAnalysis @tradelong200 your insight is great bro! Forget about all the haters, they are just jealous
English
@tradelong200 Instead we bought RDW and ASTS both up over 100% at their peaks in under three weeks. Not to mention RDDT SNOW OUST GRRR IREN
Yes perhaps ZETA hasn’t played out the way we want, but we are still always winning.
And it still hasn’t crossed the invalidation line yet
English
@EchoAnalysis I’ve been referring quite a lot of your analysts during my trade decisions, those are really valuable information, thank you!
English
6 most recent public buys 👇
$HIMS · 19 Feb · $15 → +67%
$UUUU · 20 Apr · $21 → -12%
$IREN · 29 Apr · $42 → +26%
$RDW · 12 May · $11.50 → +22%
$CRWV · 12 May · $105 → +2%
$RDDT · 14 May · $160 → -1%
Avg return: +17%
Every buy and sell on here from now on. Free.
English
@EchoAnalysis what timeframe you’re using for 21EMA? I think it’s still supported by 8 day EMA, not even close to 21 EMA on daily basis right?
English
$SPY $QQQ market outlook 👀
Price has closed the week below the 21 EMA with high volume
If price retests and rejects the 21 EMA, I expect a test of the 50 DMA (yellow)
Alternatively, if price can reclaim the 21 EMA, then we keep moving higher
I will keep you all updated.
Echo Analysis@EchoAnalysis
$SPY $QQQ market outlook 👀 No concerns just yet, price was simply retesting the 21 EMA Lose this level and a pullback to the 50 DMA looks probable Stay cautious
English
Cyber_Surf_42 retweetledi
📉 4 Stocks Showing Bearish Technical Signals
🔻 GEO: MA / EMA / MACD bearish
🔻 UK: EMA & MACD downside + Engulfing
🔻 VGAS: MA + MACD bearish + Engulfing
🔻 VIRC: EMA + MACD bearish + Engulfing
not recommendations,just signal scans
#stocks #technicalanalysis
English
@Justdoitlinux 处理啥？就日常波动啊，有赚有亏很正常，还有一天亏80-90万美元的时候呢，你看我发的 YTD 回报就知道总回报了，没必要每一条都在那评论一样的内容吧😂
中文
倒时差中…睡醒发现小盘股连续三天维持强势，今年YTD回报再创新高到71.07%，TNA 三个交易日连涨25%，美股的市场广度得到很大增强，一个月前说市场在消化 NVDA 的集中性风险，健康的市场调整得真快！在这种市场中赚钱完全是市场发福利，个人能力不是特别重要。
中文
