Deep D

@mathlonning Could $ACMR double this year?

$TRT 2x again I’m retired lmao

@zephyr_z9 Ibiden?

The Interconnect bottleneck

@TorpedoTrading It does look highly overvalued at 100b MC for a company with no revenue and low margins

@DeeDas55 Not sure yet; need to research it. What do you think?

Added to $FRMI short

@FinRiff @zephyr_z9 What's your opinion on $ACMR ?

@zephyr_z9 they are not even publicly tradable, the actual explosive trade is the china memory equipment supply chain like naura and amec. ymtc itself is pure narrative

YMTC & CXMT will be one of the most explosive trades of this year

@mathlonning Chinese Memory Makers like CXMT ramping up production and filing IPO should be bullish for ACMR even if NVIDIA is allowed to sell chips in China.

$ACMR leaps now up 11x I’ve trimmed some. Stock is still extremely under followed given the opportunity. Still trading under their Chinese stake value, without any of the American business.

@zephyr_z9 Is $ACMR the best way for US retail to get exposure to these companies ?

@QQ_Timmy Will $ACMR boom as a result?

記憶體產業迎來超級成長週期，中國加大扶植自主供應鏈力道。長江存儲已進入IPO衝刺階段，預計6月提交申請，估值上看人民幣2,000億至3,000億元，有望成為近年中國半導體最大上市案。 武漢三期廠房進入設備調試，2026年底將首度投入LPDDR DRAM試量產，月產能2.5萬片，後續再新建兩座12吋廠，目標DRAM總月產能達5至10萬片。此外，3D DRAM與HBM亦列為重點發展方向，與三星3D DRAM架構高度契合，有望在先進製程彎道超車。 長江存儲現階段270層以上3D NAND已具競爭力，Xtacking 4.0架構良率追上國際大廠。慧榮科技預估，若維持50%年複合成長率，2030年NAND市佔率有望達近40%。

@anni_sen Are u referring to @mvcinvesting ?

And if you were sold a subscription to buy into $WIX, think again. I have repeatedly suggested to stay from SaaS.

我跟你们说，美股这玩意儿，就真的是特简单，你就找这最热门行业中的的股票中，远期期权OI疯狂增加，远期IV开始上扬，LEAPS被明显扫货的公司。 老登股什么玩意儿跟你说稳健的直接隐藏。 然后跟单就这么简单，美股讲究的就是一个跟单，倍儿地道。 一定要关注LEAPS，那些13F大佬建仓全是LEAPS，短期期权韭菜的噪音太大了。 我几乎可以肯定 $nok 当下正在被13F大佬疯狂建仓，因为如果我们看到一份13F，反推他们是什么时候建仓的也是看OI的， 记住，小成交量可以被刷成大成交量，但是大成交量不能被伪装成小成交量，难以隐藏自身，因为OI在增加，IV在上扬。 凡是接触，必留痕迹。 我应该是当时最早发现 $nok LEAPS在被疯狂建仓的。

@bubbleboi $FLEX Jetcool is the only solution ?

Heat is the biggest problem in semis today and in the near future.

@Chaamacoo I could definitely see that happening, I’ve been very bullish on $SIVE since sub $10

$NVDA $AAOI $AEHR $LWLG

$ASTS: Stick around, the ticker matters here. Back when execution algos were trader-driven, we controlled the variables: participation rate, order type, liquidity flags, VWAP/TWAP logic, sizing, timing, visibility, etc... Every block was monitored in real time and adjusted based on tape action, liquidity and macro conditions. Today, most execution flows are fully automated and optimized for one thing: speed. Not business quality. Not long-term value. Just statistical edge and microsecond priority over competing algos. That shift created massive volatility across the market. A good example came last week with $RDW and $BKSY. Both sold off hard immediately after earnings, only to bounce back hard the following day. Why? Because many models are trained to react to consensus deviations instantly. Miss = sell. Beat = buy. The objective is to capture the first move before slower participants can respond. Same dynamic applies to ATM announcements and other headline driven events. The weakness is obvious: the algo understands the print, not the company. It does not understand backlog quality, execution cadence, long-term contracts, industry positioning, or whether the miss is even materially relevant to the thesis. That disconnect creates opportunity for investors who actually know the underlying business. Which brings us back to AST SpaceMobile. Following today’s miss, automated flows hit the stock aggressively. From my perspective, it's clearly de-risking rather than fundamental repricing. Especially considering the solid earnings call. In a sector with strong momentum and improving institutional attention, these events can become attractive entry points once the market realizes the core story remains intact. Would not be surprised to see buyers step back in over the next few days as the broader market digests the call beyond the headline numbers.

@LoRezTrader $TMDX should be $90-$100 in a month

$TMDX was already a pretty sizeable position for me, my #3 for a while now until it was recently overtaken by $RKLB. In the last week, I've increased the position by another 10% - most recent buys today.

The market constantly tricks people into doing the emotionally comfortable thing at the wrong time. It feels safest to buy after a stock has already gone vertical and everyone on your timeline is bullish. It feels scariest to buy during red days when sentiment is negative and uncertainty is elevated. But historically, the best cost basis opportunities often appear during those uncomfortable moments...when nobody wants to step in, and confidence is low. This is something that @ZaStocks has been preaching for the last few months!

@WealthyReadings You're right....can't have capital locked up and lose opportunities elsewhere......

@DeeDas55 It's just not how I invest.

@WealthyReadings Seems like a good buying opportunity.....but need to be willing to hold for some time

@DeeDas55 x.com/WealthyReading…

@mathlonning The bottom is in for $TMDX

Rotating some of my $ACMR gains into $TMDX shares idgaf lol