Shyon
18:09
I would choose C. I remain bullish on AI infrastructure because slowing frontier-model development does not mean companies will suddenly stop investing in chips, memory, data centers and power. The existing AI workloads still need to be supported, and enterprise adoption is still developing.

I would not blindly follow the $315 million options trade either. Even if Leopold is behind it, large funds have different risk tolerance and strategies from retail investors. I see the trade as a useful signal, but not a reason to chase AI stocks after a sharp move.

With Triple Witching this Friday, I would expect more short-term volatility. I would rather use any excessive pullback to gradually DCA into strong AI infrastructure names than try to predict every move. For me, the long-term AI story remains intact, but entry price and position sizing still matter.

@小虎福利站 @TigerStars @TigerClub @Tiger_comments @TigerEvents

Memory Stocks Hit Hardest — Can Price-Driven Growth Last?
Memory was the worst group Monday: SK Hynix −7.60% to $175.63, Micron −5.25% to $924.03, SanDisk −4.98% to $1,551.99. They fell harder than semis because the valuations assume price increases keep coming. SanDisk's August 5 quarter showed the structure: revenue $8.97bn, +51% sequentially, with the company putting a third of that on volume and two-thirds on price, and non-GAAP gross margin up 6.2pp to 84.6%. TrendForce had NAND contract prices up 70–75% in the spring quarter, narrowing to 10–15% the next. Micron reports Sept 30. When two-thirds of growth is price, does the headline number hold?
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Comments

  • WalterD
    18:53
    WalterD
    Enterprise adoption is the real driver, and people still underestimate how power demand scales with existing AI workloads. That part could show up in earnings over the next few quarters.
  • BellaFaraday
    18:53
    BellaFaraday
    Friday vol probably matters more than the AI story here. Which strikes are stacked on the open interest side? Gamma squeeze risk feels higher than usual
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