Hong Wan

加仓了点 导致没有500%了………但总体还算不错………

美光今天又拉疯了，破了新高 瑞银上调MU的目标价，点燃了情绪 从535美金上调至1625美金 今天20:26新闻出来到现在已经疯涨了40+美金了 以前市场觉得 MU 是卖内存的 现在市场觉得 MU 是AI时代卖铲子的 这是它这一轮能这么疯的原因吧🤣

存储是唯一确定性机会，跟别的都不一样，别的都要靠猜， 存储今年开年的时候都是明牌开卷考试，年初大家都已经知道存储这几把行业产能都卖完了 ，26年产能卖完了，27年产能也卖完了。市盈率那会按照提价算都剩下3/4/5的个位数市盈率。 卖完了还能继续给存储提价，不给钱都不给这些云厂商发货，你说气人不。 人家卖掉中途反悔还能继续加价，而且还有一个追溯条款，加价后以前便宜卖出去的也要再付钱。 全球人类历史上都找不出来这么夸张的事情了。然后今年一堆傻逼还一个劲说周期股， 周他娘的mmp，别的不说，英伟达和台积电都不敢这么干“卖掉后涨价再追着要之前卖掉的钱”。 但是三星海力士美光就敢，英伟达老黄还求着他们仨，低三下四跟海力士员工吃饭。 今年这波存储没赚到钱的真是认知有大问题。人类历史上唯一一次这么夸张的事情。

今天港美互联正式公告5月28号暂停申购； 低成本上车机会没了！只能通过场内溢价20%+交易了 明天大概率继续大涨，没听川沐大佬按头买的要拍断大腿🦵了 $160644

港美快2.5了，下一个中韩半导体。 #港美 + #中韩 =大陆阉割版 $DRAM

能买到溢价这么低的 #港美互联网LOF 过段时间就偷着乐吧。绝大多数国内能买到美股科技的路子和额度基本上都无了。 申购的话小资金一天也能申购的1万块钱，我是昨天看没几个点溢价，直接卖掉了一半抄底的中韩半导体梭哈了 #港美互联网

美光破新高了，今天会不会直接破万亿美刀大关？ $MU

左脚存储右脚光，不升天成仙都难。 捏住存储 $DRAM 捏住芯片内光通信 $MRVL 捏住芯片外光通信 $NOK

瑞银上调了 $MU 美光的目标价到1625美金。

$SIVE is the most compelling CPO exposure stock to me. Despite the volatility. You probably won’t find something like this again until the next architectural shift in photonics years later. Out of the core laser suppliers, they’re all tens of billions? $AAOI = $15B Furukawa = $26B $MTSI = $29B Sumitomo = $59B $COHR = $73B $LITE = $74B Then there’s $SIVE as one of the core CPO laser chokepoints at $2.3B MC. Earnings are usually confirmation of all the little volume ramp hints like Jabil fireside transcripts for 1.6T LRO. And most returns are typically made before, not after official confirmation is just a rule of thumb.

$SIVE is the most compelling CPO exposure stock to me. Despite the volatility. You probably won’t find something like this again until the next architectural shift in photonics years later. Out of the core laser suppliers, they’re all tens of billions? $AAOI = $15B Furukawa = $26B $MTSI = $29B Sumitomo = $59B $COHR = $73B $LITE = $74B Then there’s $SIVE as one of the core CPO laser chokepoints at $2.3B MC. Earnings are usually confirmation of all the little volume ramp hints like Jabil fireside transcripts for 1.6T LRO. And most returns are typically made before, not after official confirmation is just a rule of thumb.

$SIVE is the most compelling CPO exposure stock to me. Despite the volatility. You probably won’t find something like this again until the next architectural shift in photonics years later. Out of the core laser suppliers, they’re all tens of billions? $AAOI = $15B Furukawa = $26B $MTSI = $29B Sumitomo = $59B $COHR = $73B $LITE = $74B Then there’s $SIVE as one of the core CPO laser chokepoints at $2.3B MC. Earnings are usually confirmation of all the little volume ramp hints like Jabil fireside transcripts for 1.6T LRO. And most returns are typically made before, not after official confirmation is just a rule of thumb.