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Shyon

🎓 Mechanical Engineer 📦 SCM Certification 📊 Technical Analysis 🌏 Investor 🇺🇸🇸🇬🇲🇾🇭🇰 Tesla

    • ShyonShyon
      ·00:25
      Replying to @FabianGracie:Thanks for sharing your insights//@FabianGracie:HBM demand is the whole point here, I’m holding Micron and not blinking
      @Shyon：
      I believe AI is changing how I view the memory sector. Instead of focusing only on DRAM cycles and inventories, I now pay closer attention to HBM demand and AI infrastructure spending. As long as AI data center investment remains strong, memory has the potential to become a structural growth story. Among the names mentioned, I remain most bullish on $Micron Technology(MU)$ for its HBM leadership, while also watching $NVIDIA(NVDA)$ and $Taiwan Semiconductor Manufacturing(TSM)$ as key beneficiaries of the AI ecosystem. I believe the biggest winners will be companies that can susta
      I believe AI is changing how I view the memory sector. Instead of focusing only on DRAM cycles and inventories, I now pay closer attention to HBM demand and AI infrastructure spending. As long as AI data center investment remains strong, memory has the potential to become a structural growth story. Among the names mentioned, I remain most bullish on $Micron Technology(MU)$ for its HBM leadership, while also watching $NVIDIA(NVDA)$ and $Taiwan Semiconductor Manufacturing(TSM)$ as key beneficiaries of the AI ecosystem. I believe the biggest winners will be companies that can susta
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    • ShyonShyon
      ·07-10 22:55
      I’m going with number 6 this week. As a mechanical design engineer, I’m wired to appreciate the process, and when the markets get loud, I prefer to retreat into my own analysis rather than getting caught up in the noise. My approach is all about sticking to the plan—using tools like the Relative Strength Index and the 200-day Exponential Moving Average to make sense of the price action. Whether I'm managing tech-heavy growth or defensive holdings, "Weekend Research Mode" helps me stay grounded. Discipline is key when balancing my barbell strategy between volatile tech and stable assets. I'm keeping my eyes on the charts and waiting for the right signals, because consistent execution is what really matters for my portfolio. @
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    • ShyonShyon
      ·07-09 23:06
      I'm going with $193 as my prediction for SK Hynix's $SK hynix(SKHY)$ first-day closing price. The strong oversubscription shows there is solid institutional demand, and I think the Nasdaq listing could attract even more global investors looking for direct exposure to the AI memory theme. What gives me confidence is SK Hynix's leadership in HBM and its important role in the AI supply chain. With AI infrastructure spending still expanding, I believe the company deserves to trade at a premium compared with traditional memory-cycle valuations. That said, I also expect volatility because AI-related semiconductor stocks have been moving sharply in both directions re
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    • ShyonShyon
      ·07-09 22:12
      I believe AI is changing how I view the memory sector. Instead of focusing only on DRAM cycles and inventories, I now pay closer attention to HBM demand and AI infrastructure spending. As long as AI data center investment remains strong, memory has the potential to become a structural growth story. Among the names mentioned, I remain most bullish on $Micron Technology(MU)$ for its HBM leadership, while also watching $NVIDIA(NVDA)$ and $Taiwan Semiconductor Manufacturing(TSM)$ as key beneficiaries of the AI ecosystem. I believe the biggest winners will be companies that can susta

      Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?

      @Tiger_comments：
      Two memory-chip stories hit the market this week. On one side, SK hynix’s U.S. ADR offering reportedly drew demand more than 7x the available supply, with proceeds expected to support new facilities tied to AI memory demand. On the other side, China’s Changxin Memory Technologies, or CXMT, is moving ahead with its Shanghai IPO book-building, aiming to raise funds for production-line expansion and technology upgrades. Different markets, different paths, but the same underlying question: Is AI turning memory chips from a cyclical trade into a structural AI infrastructure story? For years, investors mainly watched memory stocks through the old cycle: When will DRAM prices bottom? When will inventories clear? When will the next upcycle arrive? Now the questions are changing: Can HBM demand sta
      Memory Chips Are Back in Focus: Is AI Rewriting the DRAM Cycle?
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    • ShyonShyon
      ·07-09 01:02
      $Palantir Technologies Inc.(PLTR)$ After spending the past few months building positions in AI infrastructure and semiconductor names, I've also started accumulating PLTR during this round of market weakness. My thesis is simple: AI isn't just about building faster chips—it also needs software that helps governments and enterprises turn massive amounts of data into better decisions. Palantir sits right at the intersection of AI, data analytics, and mission-critical software, making it one of the few companies already generating meaningful revenue from real-world AI adoption today. One reason I'm comfortable collecting PLTR is the company's improving fundamentals. Revenue growth continues to be supported by both commercial and government custo
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    • ShyonShyon
      ·07-09 00:57
      $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ The recent pullback in semiconductor stocks hasn't changed my long-term conviction—in fact, it's given me another opportunity to continue dollar-cost averaging (DCA) into SOXL. While leveraged ETFs are naturally more volatile, I believe the long-term AI infrastructure cycle is still in its early stages. Temporary concerns over AI spending, valuation resets, or profit-taking don't change the structural demand for GPUs, HBM memory, networking, power management, and advanced chip manufacturing. As long as the long-term trend remains intact, I'm comfortable using market weakness to gradually build my position. One of the biggest reasons I'm staying committed is that AI demand is becoming much b
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    • ShyonShyon
      ·07-08 19:16
      I'm leaning toward B. I agree AI and Financials remain two of the strongest long-term themes, but I wouldn't mirror someone else's concentrated portfolio. I continue adding to AI infrastructure names during pullbacks because I believe the demand for compute, memory, networking, and enterprise AI is still in its early stages. At the same time, I prefer managing risk through diversification. One strategy I already use is buying into volatility. When quality companies correct without a major change in fundamentals, I see it as an opportunity to average up or DCA into my highest-conviction positions. Volatility often creates attractive entry points for long-term investors. In the end, I don't invest based on who is buying. I focus on business quality, earnings growth, valuation, and long-term
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    • ShyonShyon
      ·07-08
      $ARM Holdings(ARM)$ This round of pullback gave me another opportunity to increase my position in ARM, and I decided to average up instead of waiting for the "perfect" bottom. While short-term sentiment has turned cautious following concerns over AI infrastructure spending and semiconductor valuations, my long-term thesis on ARM has not changed. The company remains at the center of the industry's transition toward AI computing, with its CPU architecture powering everything from smartphones and PCs to cloud servers, automotive platforms, and edge AI devices. As AI adoption expands beyond data centers, I believe ARM's ecosystem will continue to benefit. Another reason I'm comfortable averaging up is that ARM is becoming increasingly important in
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    • ShyonShyon
      ·07-07
      $ServiceNow(NOW)$ The recent pullback in ServiceNow (NOW) has not changed my long-term conviction. Instead, it has given me another opportunity to continue dollar-cost averaging into a company that I believe remains one of the highest-quality software businesses in the AI era. While short-term market sentiment has turned more cautious toward enterprise software, I think the market is overlooking how deeply embedded ServiceNow has become in large organizations. When a company provides mission-critical workflows across IT, HR, customer service and operations, replacing it is neither easy nor economical. Another reason I continue adding is ServiceNow's growing AI opportunity. Rather than simply talking about AI, the company is already integrating
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    • ShyonShyon
      ·07-04
      My biggest H1 missed opportunity was $SanDisk Corp.(SNDK)$ . I noticed it early when the AI storage theme gained momentum, but I thought the stock was already overhyped and decided to wait for a pullback instead of chasing it. The pullback never came. Instead, SNDK rallied another 300%. It reminded me that strong AI themes can stay stronger for longer than expected. Even so, I won't be buying SNDK in H2 after such a huge move. I'd rather look for the next opportunity than chase yesterday's winner. For H2, my top watchlist pick is $Corning(GLW)$ , with $ServiceNow(NOW)$ as my backup. I'm also watching software leaders like ServiceNow and
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