To The Moon

‌$苹果(AAPL)$   Capital continues to flow into AI hardware, as investors believe AI smart glasses have strong long-term market potential and present an opportunity to position early. Funds are likely to focus on AI processors, NPUs, GPUs, Micro OLED, Micro LED, lithium batteries, and silicon-carbon batteries. Optical waveguide lenses are expected to be one of the most critical components in AI smart glasses, making leading companies in this segment among the biggest potential beneficiaries.In many cases, the biggest investment opportunities don't come from the final consumer brands. Instead, they come from the key suppliers across the supply chain that benefit the most, receive the fastest-growing orders, and play the most essential roles in th

The market is currently very bearish on the Japanese yen, but short positioning has become extremely crowded. Going forward, we need to pay close attention to the Bank of Japan's policy decisions and changes in U.S. interest rates. There is more capital positioned on the short side than the long side. If short sellers begin covering their positions, the yen could rally sharply in a short period of time, potentially causing significant volatility in global capital flows. If the Bank of Japan decides not to raise interest rates, it would be supportive for the U.S. dollar and technology stocks. It would also provide some support for risk assets through stronger competitiveness of Japanese exports. From a geopolitical perspective, the market may believe that the probability of renewed escalat

‌I still believe semiconductor stocks are likely to remain under pressure in the near term.

G‌LD Based on last week's weaker-than-expected U.S. nonfarm payroll report, the market may become more confident that the Federal Reserve could adopt a more dovish stance in the coming months. If investors shift into a risk-off mindset, capital often flows into traditional safe-haven assets such as U.S. Treasuries and gold.