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#ChangXinMemory The most significant IPO recently in the domestic A-share market is none other than ChangXin Memory. If you have the chance to participate in the new share offering, do it quickly—it's an opportunity to get free money. The future importance of ChangXin as a company goes without saying. Due to its large scale, ChangXin's listing will have a subtle impact on the A-share and AI sectors. Will it create a siphoning effect? I think it's very likely. Here is a compiled list of the domestic equipment supply chain behind ChangXin, which is a group of key players we can continuously watch in the future. Etching: North Huachuang, Advanced Micro-Fabrication Equipment Inc. (AMEC) Thin Film Deposition: Topchip Technology, North Huachuang CMP: Huahai Qingke, AMEC/Hangzhou Zhonggui Cleaning: Shengmei Shanghai Metrology & Inspection: Zhongke Feice, Jingce Electronics Photoresist Coating & Developing: Xinyuan Micro Ion Implantation: Wanye Enterprise/Kaishitong

When making money I especially want to sell quickly When losing money I can actually endure it much better So if traders all have an M personality, does that mean they are especially unafraid of pain?

#BTC Is the weekly-level downtrend signal starting?

#美债 #美股 The yield on the US 30-year Treasury bond rose to 5.177%, the highest level since 2007 Global financial markets continue to face pressure

#Samsung #SKHynix #Micron #SanDisk The news from two weeks ago about Sister Shang K going all-in on Micron, and someone in Korea going to jail but making 100 million from buying SK Hynix, caught everyone's attention for a short time. Outsiders are already making that kind of money, and those inside the circle who haven't made money are even more FOMO. Almost every time the market has this kind of news, it coincides with a short-term peak, almost always hitting the mark. Experienced old captains know that while the sea surface looks calm, beneath it there may be turbulent waves brewing a giant whirlpool. Short-term sentiment-driven moves in the stock market are, after all, a zero-sum game. Everyone rushing in hopes of making big money quickly—how is that possible? Company development can't happen overnight either. From a short-term perspective, #Storage has entered a consolidation phase on the 2-hour chart. This wave of a 100% gain on the 2-hour timeframe is basically over. Next, patiently wait for the second entry opportunity after the consolidation phase. Short-term sentiment indicators signaling a top: Besides the aunties selling tea eggs at the door starting to buy stocks, Add one more: Sister Shang K going all-in on stocks.

#SPCX #SPACEX The most important SpaceX IPO next month has already started trading through on-chain perpetual contracts in the night session, with the current price at $197.34 per share Perpetual contracts essentially create liquidity in advance for illiquid assets, and previous pricing has been relatively accurate, such as #CBRS The current price trend implies that SpaceX's opening valuation could reach $2.2 trillion, making it the largest IPO in history

#BTC #USStock This recent Bitcoin surge, from 60,000 to 80,000, can almost be said to have been passively pulled up by the US stock market's V-shaped rebound. Bitcoin itself has lacked a strong narrative recently. The US stock market has been rising sharply for quite some time now. If the US stock market experiences a correction, how should Bitcoin respond?

#NVDA Beijing time early Thursday this week, Nvidia's major earnings report needs attention Nvidia has been slowly rising 10% since breaking out last week Looking at Nvidia's past earnings reports If it rises strongly before the earnings, the strength will continue Betting on Nvidia's earnings report itself is not that significant

#NVDA #Berkshire Latest Q1 portfolio changes Nvidia added #COHR Increased position #CRWV Berkshire added #DAL #GOOG #M Increased position #GOOGL #NYT #LEN Reduced position #CVX #STZ #NUE #BAC Public portfolio data is delayed, need to combine with secondary K-line for judgment Understand the trend, follow the trend

Be sure to eat less and sleep more, save more money, and exercise more. Don't always think you haven't found the right person; there is no perfect person, only a better version of yourself. Seeking outside but not getting it; seeking inside for endless life. Actually, many people are not as important as the glass of water you drink in the morning. Seek within for endless life; seek outside and you won't get it. Seek endless life within, seek what cannot be obtained outside. Encourage each other with confused brothers.