川沐｜Trnm00🐮

@xiaomustock 我会在 WhatsApp 上分享实时交易提醒（入场和出场点）。加入完全免费！✅ ➡️ 复制搜索链接，并将“TRADE”发送至 WhatsApp：+12145165782 链接：api.whatsapp.com/send?phone=121…

@xiaomustock 我的战略计划！ ⬇️

按照美光 $MU 今天给出的q2的业绩指引， 营收355亿美金，毛利81%， 下个季度q2美光利润271亿美金。远超亚马逊的净利润211亿美金，亚马逊市值2.2万亿美金。 按照mu美光较前一季度的增幅，q1增长2.56倍，q2增长1.65倍，海力士下个季度利润则对应273亿美金，下下个季度451亿美金，市盈率将只有不到2.5！恐怖。 市场对应的周期股是市盈率最低对应股价最高点，按照我们简单测算说明未来几个季度增长依然在，那么最低市盈率肯定不是现在，假如市场错了周期股变成成长股，那么简直是送印钞机。 而hbm存储的需求来自英伟达，如果存储需求崩了，说明英伟达销量崩了，英伟达销量崩了说明ai泡沫破裂大家一起死,如果你相信ai相信英伟达那么更应该买存储三巨头：三星海力士，美光。

"Trapped in a 1920s speakeasy! Crack the cipher, find the hidden key—escape before the clock strikes 12! ♀ #EscapeRoomAdventure #LockedInMystery"

"Sizzling sausage rolls + crispy fried squid = street food bliss! Grab a bite—warm, savory, unforgettable. #StreetFoodJoy #SnackTimeVibes"

Neighbors sharing homegrown tomatoes + a quick chat = best part of the day! #NeighborLove #CommunityVibes

Thrilled to be part of the live taping of "Mystery Guessers"! Spotted my favorite host, laughed till my sides hurt, and even got a shoutout from the cast Who’s watching the next episode #MysteryGuessersLive #VarietyShowVibes

"Photography 101: Start with what you have—your phone! Rule of thirds: Divide frame into 3x3 grid, place subject at intersections. Tap to focus, snap, and capture magic. "

Stock up your corner store! Fresh snacks, daily essentials u0026 chilled drinks—all at wholesale prices. DM or click link to order, delivery in 24h! #ConvenienceStore #WholesaleGoods

Cozy Sunday = homemade pancakes + board games + messy laughs with my favorite crew. #FamilyTimeVibes

[Celebrate the holiday with our limited-edition Festive Feast Platter! Savory roasted turkey, honey-glazed ham, spiced stuffing u0026 creamy mashed potatoes—all in one hearty plate. Grab yours before it’s gone! ]

Stock up your convenience store! 5% off on snacks, drinks u0026 daily essentials. Shop now—limited time!

"Doubted the hill Climbed it. Thought it impossible Did it. Today’s win: proof your 'I can’t' is just 'I haven’t yet.' Keep pushing—your next breakthrough is one more step away. #ChallengeAccepted #Breakthrough"

Crunch time! Sharing these crispy veggie chips—low-guilt, high-flavor, perfect for munching with friends. Who’s grabbing a handful #SnackTime #ShareTheJoy

"Distance doesn’t dim the 'I miss you' —— every text, call, goodnight note is a little hug across miles. You’re still my first thought when the sun rises, and last before it sets. "

Dive into Thai street food magic! Try our Pad Thai with crispy tofu, fresh peanuts u0026 tangy lime—sweet, savory, zesty all in one bite. Available now at [店名/摊位名]! #ThaiCuisine #StreetFoodJoy

Just wrapped a quick team sync, prepped tomorrow’s client deck, and sipped 3rd coffee Productive midweek win! What’s your small win today

"10 mins/day = 300 new words/30 days. Learn 1 new phrase now—repeat, use it in a sentence. Small steps u003e big gaps. What’s your go-to language hack "

DIY your own minimalist plant marker in 5 mins! Grab a wine cork, toothpick + paint pen—carve a plant name, stick u0026 pop into soil. Perfect for tiny green corners!