To The Moon

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04-08 18:00

Probably yes for 2026, but with an important nuance: HBM is not simply “killing” traditional DRAM. It is absorbing wafer starts, engineering effort, and packaging capacity, which tightens conventional DRAM supply and lifts pricing there too. Micron said this year’s DRAM bit supply is constrained by cleanroom limits, long fab lead times, a higher HBM mix, and slower bits-per-wafer gains. TrendForce likewise says suppliers are reallocating capacity toward HBM and server products in 2Q26. That is why the market is starting to price a better quality upcycle, not merely a short squeeze in memory prices. Samsung’s blowout Q1 outlook and the sharp move in SK hynix reflect investor belief that AI memory demand is broad enough to support stronger pricing for longer, especially as hyperscalers

Probably yes for 2026, but with an important nuance: HBM is not simply “killing” traditional DRAM. It is absorbing wafer starts, engineering effort...

# Samsung Beats, SNDK Breaks $800! Can We Catch the Rally?

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koolgal

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04-08 18:06

🌟🌟🌟With President Trump's 8pm deadline replaced by a 2 week ceasefire, we have been handed a precious "oxygen window" in the markets. This isn't just a pause. It is a strategic period to recalibrate, lock in gains and prepare for the next leg of this high stakes game. During this time, I will fortify the "Safe Haven" with $iShares 0-3 Month Treasury Bond ETF(SGOV)$ . It remains a logical shelter providing high liquidity and dry powder flexibility in case the next deadline isn't a bluff. SGOV's dividends are paid every month. The current dividend yield is 3.55%. Unlike a Fixed Deposit, SGOV offers intraday liquidity. If a moonshot opportunity appears, I can sell my SGOV and have the cash ready to deploy instantly. SG

【🎁有獎話題】特朗普TACO再臨，美伊達成停火協議，原油大跌？存儲行情飆漲？

@虎港通：

小虎們，美伊局勢出現重大轉機，在最後期限前，特朗普宣佈暫停對伊朗軍事行動兩週,雙方將就長期和平協議展開談判！[Cool] 消息一出，原油大跌， $WTI原油主連 2605(CLmain)$ ， $美國原油ETF(USO)$ 雙雙大跌，美國聯邦基金期貨普遍走高！[Put] 此外三星公佈了炸裂的業績，其單季的利潤超了 $騰訊控股(00700)$ 全年， $南方兩倍做多三星電子(07747)$ 與 $南方兩倍做多海力士(07709)$ 目前已經狂飆進40%！那麼本週你如何佈局？[YoYo] 一、美伊停火：TACO再臨，原油暴跌停火協議核心要點當地時間4月8日凌晨，伊朗最高國家安全委員會發表聲明，宣佈接受巴基斯坦提出的停火提議。特朗普隨後在社交媒體確認，同意暫停對伊朗的轟炸和襲擊兩週，前提是伊朗「全面、立即且安全地開放霍爾木茲海峽」。根據各方披露的信息：停火時效：為期兩週，於伊朗時間4月8日凌晨3時30分（北京時間8日8時）生效談判安排：4月10日在巴基斯坦首都伊斯蘭堡啟動，為期兩週海峽通行：伊朗外長表示，若襲擊停止，未來兩週船隻可安全通過霍爾木茲海峽涵蓋範圍：以色列官員透露，停火協議將涵蓋黎巴嫩市場反應：原油暴跌，股市狂歡停火消息瞬間引爆全球風險偏好：原油：

【🎁有獎話題】特朗普TACO再臨，美伊達成停火協議，原油大跌？存儲行情飆漲？

🌟🌟🌟With President Trump's 8pm deadline replaced by a 2 week ceasefire, we have been handed a precious "oxygen window" in the markets. This isn't ju...

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Trend_Radar

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04-08 18:28

LNZA Charges Toward $28 After Stunning 52% One-Day Gain

$LanzaTech Global(LNZA)$ $LanzaTech Global, Inc.(LNZA) Soared +52.51%: Biofuels Pioneer Stages Dramatic Comeback, $28 Resistance in Sight Latest Close: $27.46, up a staggering +52.51% on 4/7. The stock is now trading 61.4% below its 52-week high of $71.19. Core Market Drivers: The explosive surge appears driven by a combination of significant net capital inflow ($20.19K) and very high volume (18.67K shares, Volume Ratio 13.23), indicating strong buying interest. While specific news is absent, the move suggests a potential short squeeze or a major sentiment shift for this carbon capture technology company. Technical Analysis: The technical picture flipped bullish. The MACD (0.49) just turned positive, signaling a potential momentum shift from beari

LNZA Charges Toward $28 After Stunning 52% One-Day Gain

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Trend_Radar

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04-08 18:02

HUBC’s Oversold Bounce Sparks 55% Intraday Gain

$HUB Security(HUBC)$ $HUB Security (HUBC) Soars +55.41%: Explosive Volume Ignites Rebound, Targeting $0.14 Latest Close: $0.115 (up 55.41%), now 99.8% below its 52-week high of $66.45. Core Market Drivers: The stock is experiencing an extreme rebound from oversold levels, likely driven by a technical squeeze and short-covering activity. The massive 12,565% turnover rate indicates a potential shift in sentiment, though fundamental challenges (significant losses) remain a key overhang. Technical Analysis: The rally is supported by colossal volume (274M shares, Volume Ratio: 9.02). The 6-day RSI has jumped sharply from ~12 to 30.14, signaling a rapid exit from extreme oversold territory. MACD histogram is positive (0.175), showing increasing bullish

HUBC’s Oversold Bounce Sparks 55% Intraday Gain

TOPflipzy: HUBC's volume surge is mad, resistance at $0.16 is key to watch.[看涨]

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Owen_Tradinghouse

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04-08 17:33

Another Two-Week Ceasefire Window: Is It Time to Short Crude Oil?

In fact, the two week window of de-escalation in the conflict has long been priced into capital market movements. Although a week ago the US and Iran were still trading harsh rhetoric, with the US even threatening to destroy Iranian civilization, after all that saber-rattling you may have noticed that crude oil did not register a new high. Moreover, the US one-year inflation expectations – which typically spike along with crude oil – and the 10-year Treasury yield – which is most sensitive to US equity moves – remained remarkably calm： $美国10年期国债收益率(US10Y.BOND)$ $3倍做空7-10年期国债ETF-Direxion(TYO)$ $20+年以上美国国债ETF-iShares(TLT)$ In fact, the 10-yea

Another Two-Week Ceasefire Window: Is It Time to Short Crude Oil?

# US-Iran Conflict | Can S&P Launch a New Rally?

TOPArty: Don’t need technical analysis the ceasefire will fall apart in two hours

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AMDidass

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04-07 19:45

$NVIDIA(NVDA)$ it's going fly soon later then wait for tomorrow morning news! $Apple(AAPL)$ same for this! Sure fly later and wait for profit!