川沐｜Trumoo🐮

川沐｜Trumoo🐮

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川沐｜Trumoo🐮

With this momentum, the China-Korea semiconductor stocks might just get slammed with a daily limit up tomorrow.

川沐｜Trumoo🐮

After the funds are deposited, a cautious plan is to go all in with 70% of the All In and keep 30% in cash to sell put options and earn interest. When an opportunity arises in the US stock market, whether it's Trump acting erratically, the AI story collapsing, or the dollar collapsing, whatever happens, if QQ stock price is close to halved, go all in with 30% of your cash on QQ All In and wait for the market to recover. This plan may not be implemented until the second half of next year. twitter.com/xiaomustock/status...

川沐｜Trumoo🐮

How was the timing of the collapse of the three major storage companies, including SanDisk, determined? It was determined after the market redefined their valuations, causing their price-to-earnings ratios to inflate to 18-20, leading to a sell-off. Before that happened, they were incredibly cheap. Currently, based on full-year profit estimates, their price-to-earnings ratios are still in the single digits.

川沐｜Trumoo🐮

$FLNC Pre-market price nearly $21, domestic energy storage stocks plummeted today. Data centers in the US absolutely require energy storage. Cloud vendors were previously subject to government talks and cannot directly use grid electricity, so they have to find their own solutions. Their use of turbines and renewable energy generation is not stable enough, so stable output through energy storage will become standard for future AI data centers in the US. There aren't many stocks with such a small market capitalization and solid performance. However, don't buy too much. Stocks under $30 billion are not worth investing heavily in. Treat them like lottery tickets. twitter.com/xiaomustock/status...

川沐｜Trumoo🐮

SK Securities has given Hynix and Samsung their first growth stock PE target price, but in my opinion, the target price is still too low. Hynix should triple the amount to 3.9 million won to barely achieve a PE ratio of 20. The only real constraint on AI is storage. This is a once-in-a-lifetime opportunity for those born in the 1990s and 2000s. Missing out means lifelong regret; do everything you can to All In on until it truly rises to the level of a growth stock. twitter.com/xiaomustock/status...

川沐｜Trumoo🐮

The CPU is a completely open secret. $ARMG A sudden 15% plunge after hours; too little buying at the buy the dips. It immediately rebounded. According to the news flash, Arm Holdings' revenue for Q4 of fiscal year 2026 was $1.49 billion, a year-on-year increase of 20%; adjusted EPS was $0.6, a year-on-year increase of 9%. Nothing particularly remarkable, but the price is all in preparation for a surge in CPU usage and explosive performance in the second half of the year. twitter.com/xiaomustock/status...

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