To The Moon

$Advanced Micro Devices(AMD)$ surged +16.5% after-hours to above $400. $INTC$ jumped +17.6% yesterday. Same week: $SanDisk Corp.(SNDK)$ printed 78.4% gross margins, and $Micron Technology(MU)$ 's CEO called memory a "strategic asset for AI." Two AI infrastructure plays are flying simultaneously — CPUs and memory. Which one runs further?1. CPU Story: Demand Is Structurally ShiftingAI has moved from training to inference + agentic AI. That shift benefits more than just GPUs.$AMD$ Q1 Data Center: $5.8B (+48% YoY). Q2 guidance: $11.2B revenue (+46% YoY). Lisa Su was explicit: inference and agentic AI demand for high-performance CPUs and accelerators is "accelerating." E

I lean slightly toward memory in the near term because pricing power is stronger. When $SanDisk Corp.(SNDK)$ is guiding ~80% gross margins and $Micron Technology(MU)$ calls memory a “strategic asset,” it signals real scarcity. Supply takes years to add, and with customers already booking out capacity, the upside feels more immediate. That said, the CPU story is very real. $Advanced Micro Devices(AMD)$ is benefiting from the shift to inference and agentic AI, where CPUs regain importance. Even Intel seeing demand recovery confirms this isn’t a one-player trade. So to me, memory is a tight supply trade, while CPUs are a demand growth trade. Short term I favor mem

U.S. and European stock markets closed lower on May 5, Beijing time. The Euro Stoxx 50 index dropped more than 2%, while Germany and France both declined over 1%. All three major U.S. stock indices...

On April 16, Hong Kong's stock market saw net purchases of HK$4.291 billion by northbound capital. Specifically, the Shanghai-Hong Kong Stock Connect recorded net purchases of HK$3.507 billion, while...