@這是甚麼東西:The semiconductor and storage market appears to be in an AI-driven supercycle, with SanDisk (SNDK) and Western Digital (WDC) experiencing significant gains due to accelerating AI-driven demand. 1. Current Market Conditions and AI-Driven Supercycle SanDisk (SNDK) saw its shares rise over 5% overnight, and is up 871% since its spin-off in early 2025, largely due to explosive demand for AI flash storage. Its BiCS8 technology, delivering high-capacity, power-efficient SSDs, is particularly suited for AI applications. SNDK closed at $409.24 on January 15, 2026, with a 52-week high of $423.35. Western Digital (WDC) rose over 3% overnight, and is on a 5-day continuous rise, reaching a 52-week high of $230.48. It closed at $222.10 on January 15, 2026. WDC's growth is fueled by strong demand for st

@Shyon:TSM’s $Taiwan Semiconductor Manufacturing(TSM)$ blowout quarter pretty much reset the bar for the entire semiconductor space. With margins expanding, AI-driven demand proving real, and capex leaning heavily toward advanced nodes, the market is clearly rewarding execution and visibility — not just a good story. That’s why Intel $Intel(INTC)$ feels like a tougher test. The stock is already up around 30% YTD, expectations on manufacturing progress have been pulled forward, and yet consensus still points to year-over-year declines in both revenue and profits. When expectations run ahead of fundamentals, the margin for disappointment gets very thin. So my pick is 🔴 C. Down more than 5%. After such a strong

@RabBird:$SMCI 20260618 40.0 PUT$ stagflation is here and the fed is printing money. They are just not explicitly saying it. watch your step, it's six feet down ⚠️ 

@慢的老人:$CapLand IntCom T(C38U.SI)$ hoping for good results on Feb 6th!

@Axekay:Not sure how is the easing of China domestic market detrimental to $Tiger Brokers(TIGR)$ and $Futu Holdings Limited(FUTU)$  given that their business comes mainly from the markets outside China. When the market is reacting irrationally to random adverse news, this is also the best time to buy the stocks  Lots of courage required [LOL]  [Facepalm] [Sly]  

@Am3n_Tao:$Microsoft(MSFT)$ Microsoft king of the world. lets get some slowly while waiting for 500

@Shernice軒嬣 2000:Today I am the happy Muthu boy. $AXT Inc(AXTI)$   dumped for three days straight, then decided to mambo-jumbo sinusoidal between gain and loss just to test my mental health. I still accumulated like a Labubu with conviction.  Sold off my Labubu pillows. Living on roti prata kosong. But in the end, perseverance slapped back with profits.