Say White

219 posts

Say White

Say White

@dihe3309581

This is merely a record of my personal thoughts.

Katılım Eylül 2023
239 Takip Edilen28 Takipçiler
Say White
Say White@dihe3309581·
The crtical point is 5000.
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Say White
Say White@dihe3309581·
$HSTECH, tech index of HONGKONG market, is now at 2nd wave and trying to rebound near its 200 weekly SMA.
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Say White
Say White@dihe3309581·
#Kimi K3: As open models scale into multi-trillion-parameter MoEs, the bottleneck shifts from raw compute to storing and moving weights. The winners may be HBM, FP4-native inference, scale-up fabrics, CXL memory, retimers and advanced packaging—not just GPUs.
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Say White
Say White@dihe3309581·
$MSFT corrected from the peak near 560, but we are now seeing massive volume at the bottom near weekly 200 SMA. This is a classic textbook definition of institutional accmulation.
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Say White
Say White@dihe3309581·
$NOW 在深度回调后的盘整阶段，伴随有巨大的成交量，目前看筹码成本大部分聚集在98-110之间。
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Say White
Say White@dihe3309581·
$ONDS , high volume at bottom end with a doji today.
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Say White
Say White@dihe3309581·
@CKCapitalxx Nothing happens to its fundamental. But the market doesn't like it.
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CK Capital
CK Capital@CKCapitalxx·
$PENG down over 20% this week after just reporting record earnings.
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Say White
Say White@dihe3309581·
$OPEN 在4刀~6刀之间wave了很久，6月26日爆出大的成交量后，一路保持活跃的成交量，近期回调到50MA后，没有像前几个wave一样击穿50MA，而是放量大涨。期待后续突破震荡箱体。
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Say White
Say White@dihe3309581·
@NullOreo_ 台达的800V SST已经在美团的数据中心落地了且开始运营了，7月初的事。
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NullOreo
NullOreo@NullOreo_·
800V的商业化节奏比CPO、玻璃基板都要更快
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Say White
Say White@dihe3309581·
@octopusycc 会不会是在交易增长放缓, 衰退+重回降息路径了
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Say White
Say White@dihe3309581·
@NullOreo_ 这样的话，它的大股东美股ACMR就更有性价比了？毕竟子公司比自己的市值都高那么多。 虽然这里面有很高的地缘风险。
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Say White
Say White@dihe3309581·
@Hoyooyoo 秋神的裸k分析是哪里学的呀？
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秋生trader
秋生trader@Hoyooyoo·
看我的裸k分析图例，是不是能感受到K线之美？哈哈。裸k交易是一门专注几何美学的艺术。比各种指标眼花缭乱的清爽多了。
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Leopold Stock Tracker
Leopold Stock Tracker@LeopoldATracker·
$TE looks like an insignificant solar stock trading below $10 today, but this stock has massive upside potential. This will run hard like $BE.
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Say White
Say White@dihe3309581·
@BigbirdflyChan 川大应该是把这个算进去了：SK hynix 持有与 Kioxia 相关的可转债，转换后约相当于 14%–15% 股权。这个应该会影响账面利润，但是不计入经营利润。
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Pike时政财经分析
Pike时政财经分析@BigbirdflyChan·
虽然我也是一个存储乐观派，但是对于1000亿美金利润的数字，我表示相当怀疑，而且博主认为Q2季度就可以达到，更是不太可能。 我对于美光的财务数字比较熟悉，先对比2026年Q1季度。 美光公司给出的2026年Q1指引是reveune 33.5b，gross margin在81%， sk hynix的2026年Q1的revenue是34.6b，毛利79%，和美光差不多。即使我们给出QoQ环比增长50%，那么sk hynix Q2 revenue 不会超过60b，所以100b的利润几乎不可能达到。 如果看2027年以后，市场给出的最乐观预期是2027年hynix Q2达到103b revenue，gm最多给85%，几乎是周期顶峰，但是给100b的净利润还是有点难度。
川沐｜Trumoo🐮@xiaomustock

再打个标记 人类历史上唯一一家单季度利润达到1000亿美金现金的公司就是海力士， 下个月就能看见这样标题的新闻了， 拭目以待。

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Say White
Say White@dihe3309581·
SK海力士的钼材替代。 海力士完成375层3D NAND闪存验证，传统钨材在更细线路中电阻激增，以钼代钨技术路线开始进入实践。
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Say White
Say White@dihe3309581·
@Matrix_B0SS 虽然我也很希望，但是在芯片方案里没有看到sive的名字
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TopInvestor
TopInvestor@Matrix_B0SS·
Now $SIVE is preparing for another launch This time $SIVE is going to 80s SEK to hit 150 SEK or $15 US dollars As soon as Chip act news comes out and include both $SIVE and $XFAB Both will explode $SIVE to hit 150 SEK or $15 and $XFAB to €20+ euros
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TopInvestor@Matrix_B0SS

Don’t underestimate my thesis with $SIVE The harder the bow is pulled back, the farther the arrow can fly. $SIVE will cross 100+ SEK soon 50% upward movement on two points - Major announcement of supply chain - US listing timeline I am not an insider

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Keşfet

@CKCapitalxx @BigbirdflyChan @Balder13946731 @NullOreo_ @octopusycc @Hoyooyoo @elonmusk @BarackObama