Market volatility and unpredictable market conditions: What should you pay attention to in April? 8 key themes to understand 🔹 Inflation is expected to reach 4.2%, @OECD VS. @federalreserve: Whose prediction is more accurate? 🔹 AI demand continues to grow, so why is the SOXX (Semiconductor ETF) continuing to decline? 🔹 Energy stocks are showing relative strength despite high oil prices; what four indicators should you pay attention to? 🔹 The Next Step in AI and Semiconductors: A Part of Future Salaries Will Be AI Tokens 🔹 Memory: The Hottest Theme in Q1, Will It Continue to Rise in Q2? $MU $TSMC 🔹 Optical Communication: Key Component — VCSEL (Vertical-Cavity Surface-Emitting Laser) $COHR $LITE 🔹 Space Technology: @SpaceX announced last week that it will file for an IPO, adding a glimmer of hope to the space industry. $RKLB $ASTS $PL 🔹 Robots are emerging, and major companies are starting to announce IPO plans. $ADI $TXN $ALGM $QCOM $AMAB $ON $MOG $RBC $ROK

Space Technology: @SpaceX announced its IPO application last week, adding a glimmer of hope to the space industry. 👉 Current market projections of the SpaceX IPO's trajectory: SpaceX IPO → Increased expectations of a potential Starlink spin-off → If a spin-off is confirmed, Starlink will be revalued → The space supply chain will be reassessed. 🔥 This event will be one of the most closely watched in April, arguably the focus of Q2. 📈 If the Space ETF (_2024111120230_|) experiences a significant rebound in April, pay attention to the following companies for the fastest capital inflow: 🔹 $RKLB (Rocket Lab) 🔹 $ASTS (AST Space Mobile) 🔹 $PL (Planet Labs PCB)

Robots have exited the gates, and major companies are starting to announce IPO plans. Having flowed through AI and semiconductors → space → memory → optical communications, where will the funds go next? 🤖 The final link could be in the robotics sector. 🔵 Recently, several leading Chinese robotics companies have announced their upcoming IPOs: 🔹 Unitree Robotics officially applied for an IPO on the Shanghai Stock Exchange's STAR Market on March 20th. 🔹 AGIBOTofficial is also rumored to be preparing for a Hong Kong listing in 2026. 👉 Besides China, international tech giant Amazon has also been making frequent moves recently: 🔹 Acquired consumer humanoid robot company Fauna Robotics 🔹 Co-invested in industrial humanoid robot company Neura Robotics with Qatar's sovereign wealth fund. 🟠 Key companies to watch: 🔸 Motor control: $ADI (Analog Devices) $TXN (@TXInstruments) ) $ALGM ( @allegromicro ) 🔸 Chip $NVDA ( @nvidia ) $QCOM ( @Qualcomm ) 🔸 Sensing: $AMAB ( @Ambarella_Inc ) $ON ( @onsemi ) 🔸 Execution Layer: $MOG ( Moog ) $RBC ( RBC Bearings ) $ROK ( @ROKAutomation )