@Pan the man:$Micron Technology(MU)$ A global shortage is driving prices higher, making 47-year-old Micron Technology one of the market's most active trades. The company's market capitalization surpassed $800 billion for the first time this week, with its stock soaring over 750% in the past year. CEO Sanjay Mehrotra previously stated that due to supply constraints, core customers are currently receiving only "50% to two-thirds" of their required memory chips. $美光科技(MU)$  

@koolgal:$Qualcomm(QCOM)$  Qualcomm's Transformation: From Smartphone King to AI Infrastructure Titan 🌟🌟🌟 Qualcomm is at a critical juncture, pivoting from its long held dominance in mobile connectivity toward a future anchored in high performance AI infrastructure.  The recent surge in interest is fueled by the realisation that its power efficient DNA is uniquely suited for the Inference age of data centers.  It could potentially trigger a major valuation re rating as it breaks free from the cyclical handset market. The Case for the Re-rating: From Pocket to Powerhouse The market is starting to re-rate QCOM because they are seeing a second growth curve that is less about selling more phones and more about powering the infrastructure that ru

@koolgal:$Qualcomm(QCOM)$  Qualcomm's Transformation: From Smartphone King to AI Infrastructure Titan 🌟🌟🌟 Qualcomm is at a critical juncture, pivoting from its long held dominance in mobile connectivity toward a future anchored in high performance AI infrastructure.  The recent surge in interest is fueled by the realisation that its power efficient DNA is uniquely suited for the Inference age of data centers.  It could potentially trigger a major valuation re rating as it breaks free from the cyclical handset market. The Case for the Re-rating: From Pocket to Powerhouse The market is starting to re-rate QCOM because they are seeing a second growth curve that is less about selling more phones and more about powering the infrastructure that ru

@MKTrader:$HYG 20260515 80.0 PUT$ Cutting loss as expiry is nearing. This money was from earlier profits, put here as a hedge, like insurance against a collapse. 

@ykhoo:$Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ bought when it dipped last few months...

@月光下的美:$AMD 20260424 315.0 CALL$ [得意]  [得意]  [得意]  [财迷]  [财迷]  [财迷]  

@月光下的美:$AMD 20260424 315.0 CALL$ [得意]  [得意]  [得意]  [财迷]  [财迷]  [财迷]