RT @zephyr_z9: Nice pick We covered it as a SpaceX supplier in the January memo Win expects a 2x-3x increase in GaAs IC driver for 1.6T mod…

我说的INTC一季度涨价兑现了吧～～ 对INTC/AMD今年供应弹性、业绩还是存疑的，但是CPU缺货是无疑的 缺货的东西往往会走的很强势，注意规避业绩

Google Research发表的新论文TurboQuant是一种新的量化权重（更低保存精度）的技术，可能会极大减少AI推理中对内存的需求，该消息迫使存储股票 $MU $SNDK 大跌。 说实话这样的技术在顶会中是一个常被研究讨论的话题，所以不认为这真的会改变内存需求的基本面以及已经下的订单。

RT @jukan05: *SK HYNIX SUBMITTED FORM F-1 TO US SEC FOR US LISTING https://t.co/EvQ0qH88gm

RT @jukan05: "No Helium, No Semiconductors" — Samsung, SK Hynix on High Alert As global logistics tensions escalate in the wake of the Ira…

It’s important to keep a position in this environment when upside tail risk is asymmetrically good. I added to ~40% long in my trading account on Friday with hedge Now I’m 50–60% long and will raise to 100% if there’s second leg down to retest. Still prefer semis and airlines.

我们还是要重申这一条，白天的时候最后能无脑FOMO进去的，半夜跌到最低割肉的，你不亏钱谁亏。 我们需要保持情绪稳定，关注消息面的变化。总体来说美股的韧性还是很强。 $TSM 月报还没有出，胜负犹未可知。

今天晚上有 $TSM 的二月报告，嗦了点 $NVDA $TSM 应该是一些常规的增产进度，以及安抚股东。如果能披露一些Rubin的进度就更好了。

Yes it was indeed a negative catalyst for optical names. 😭 Had big loss in optical names today and SMH puts didn’t cover much.

该举措可能会将全球相当大一部分算力市场让出给其他AI加速器厂商。例如一些中国的厂商。 真的川普想怎么画线就怎么画线☺️

RT @FundaAI: Importantly, much of the industry debate has focused on pluggable optics versus CPO. CloudLight’s primary use case, however, i…

There are three conference could be positive catalysts for optical names this month; Photoptics, GTC, OFC

刚好放些给他们逆向工程，然后把市场留给本土厂商🤤

RT @diyas_1989: nvda LPU sram fear on GTC may shake out crowded trade on sndk/mu/sk hynix and samsung. But definitely not end of cycle, bec…

RT @diyas_1989: done reading druckenmiller 13F 1. Sndk closed all solded 2. Buy back semi equipment 3. New position in Sic/GaN fabs basket…

五角大楼中国涉军清单在撤回前都没有长鑫、长存 还有个大连海力士，一起快速扩产吧 有关系的可以问问存储公司的senior们，对周期怎么看、再涨卖不卖股票

Bullish Kioxia -> Bearish AAPL + tons of other neg catalysts -> AAPL selloff -> ES/NQ down -> trigger CTA/vol control sell off. Also CPI hedge flow also expedite the selloff

韩国经济大跃进，看来低生育率从来不是问题！是大势、科技和人才。三星海力士赶紧美股ADR吧。 $EWY

I think $ALAB can be used as a short hedge/funding short in the semi sector. It has a very concentrated customer (AWS), and from this ER it looks like margin compression will be inevitable in the future.

Because Selling Chips is a better business than providing Cloud.

我认为存储还能涨，甚至而言，炒作的资金都还没进来。 https://t.co/zQOf69CxJB

半导体再度全面起飞 明天大盘将创新高。

Will not bet the ER. My longing NOW is very short time trade for the semi/software L/S pair trade unwind. The pair trade’ll still be popular throughout the whole year and also very reasonable. AI Agent kills SAAS’ll be real. Either taking their market share or lowering the margin

做内存，做CPU，做火箭，做能源。