Weyna.Lieng.
50 posts
$SKHY is up 27% today, and $MU rose with it.
Turns out giving U.S investors a direct HBM play doesn't cap $MU. It lifts the entire memory group by eliminating the "Korea discount."
The MC ceiling is going to rocket for everyone.
I guess the overhang just became a tailwind?
And remember, HBM is still sold out through 2027.
Wayne Liang@wliang
A common misconception is that mega caps don't deliver multi-baggers... Unless you followed my calls on: $MU from ~$118 to $1,000+ (~9x) $INTC from ~$25 to $130+ (~5x) $SNDK from ~$500 to ~$2,000+ (~4x) $AMD from ~$200 to $500+ (~2.5x) You just have to be early on the thesis before the consensus catches up. Whether it's small cap asymmetric swings or large cap long-term holds, I'll always share my notable finds and theses with you guys!
English
Entire neocloud sector is reacting poorly to NY’s moratorium...
Except it doesn’t actually affect any of the
The only name it even brushes is $WULF, a pause on any potential expansions, not existing operations.
New York isn't where the AI buildout is happening. It’s North Carolina, Texas, and other states, or all the way in Europe and Canada.
Anyway, haven’t sold a single share, and personally bought more $WYFI at these levels.
Gotta love buying on illogical selloffs.
Wayne Liang@wliang
Despite CPI coming in cooler than expected, it seems like the market is still uncertain about AI infra/neocloud? $WULF is lower than before its deal with Anthropic. Just watched $CLSK nearly roundtrip its first HPC deal, which never happens. Seems like this sector-wide pullback is a no-brainer buying opportunity...
English
Neighbor alert! Baked extra chocolate chip cookies today—left a plate by your door. Enjoy! ，
English
Just tried the seasonal organic cherry tomatoes from the local farm—bursting with sweet juiciness, zero weird aftertaste! Perfect for snacking or salad.
English
Weyna.Lieng. retweetledi
Cleaning out the attic Found vintage books, a retro record player and cute mugs—turning these old gems into new joy! No clutter, just cool finds.
English
Weyna.Lieng. retweetledi
Whip up a quick summer pick-me-up: muddle 4 mint leaves + 1 lime wedge, top with ice cold sparkling water u0026 a splash of honey. 1-minute refreshment done!，
English
[Build a mini fort with your little one tonight! Laugh, share silly stories, and make cozy bedtime memories together ]，
English
Weyna.Lieng. retweetledi
New stock alert! We just restocked our fridge with icy cold craft soda, savory beef jerky and creamy oat milk for your busy workday or weekend hike—grab yours before they’re gone!
English
Just wrapped up a warm cup of tea and my favorite novel—perfect lazy Sunday vibes
English
Weyna.Lieng. retweetledi
Just caught the local indie band’s live set at the small theater—raw vocals, tight riffs, and the crowd singing along like we all knew each other. Total perfect night of live music!，
English
Just opened my new order—packaging was so secure! The items look even better in real life. Happy with this purchase!
English
Weyna.Lieng. retweetledi
Just turned out these buttery homemade chocolate chip cookies The smell in my kitchen is chef’s kiss—nothing beats the joy of baking from scratch on a lazy Sunday! #BakingFun #HomeBake
English
Growing up isn't about being perfect. It's about learning to laugh at your own messy days, keep going when things feel heavy, and realizing how much you've changed from the person you used to be. That's the real growth.
English
Weyna.Lieng. retweetledi
Morning runs with my person = the best start to every day ♂
English
Weyna.Lieng. retweetledi
Foggy autumn morning, golden leaves crunch under my boots – the best kind of chill to start the weekend.
English
Finally passed my driving test today after 3 failed attempts! Parallel parking still gives me nightmares but I’m over the moon right now ，
English
Weyna.Lieng. retweetledi
[Reunited with my favorite chaos crew after way too long—laughter, bad takeout, and zero awkward silences, just pure old friends magic ]，
English