Harmeu Jin

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.

$META 模型開始追近🫡 META bro加油🫡

May the force be with you 皇国ノ興廃コノ一戦ニアリ 敢不敢买？就算泡沫破灭也不是一次性到位的，就算meme跌了都会反弹

据传三星把4nm、5nm和车用8nm对新客户的报价上调15%，4nm产能连明年的都已排满。一个常年报价比台积电低两三成的价格竞争者开始挑单，代工市场的买方卖方已经易位。中芯华虹的成熟制程提价大概率延续到2027年，订单外溢已经落到报表上，华虹一季度净利润同比增长513%，12英寸投片持续超过设计产能。关键是，消费电子和汽车客户的利润还承受得起几轮涨价。

别满屏斥责我这个先信的 我信的时候你们还在炒meme，我说山寨全归零，被你们骂到退网 云厂爱部署啥部署啥；Anthropic爱咋收费总有人给，但是得看清这是个什么游戏吧？ 人在幻境中不停得到正反馈时，我永远是那个傻逼。傻逼就问你一个问题 钱～～钱～～钱在哪，谁掏？ 模型开源很好，但破了钱的障

The latest hyperscaler forecast chart from Goldman