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05-28
The key debate now is no longer “Will HBM demand grow?” but “Can supply growth finally catch demand before hyperscaler capex peaks?” Right now, I still think demand is large enough for both Micron Technology and SK Hynix to outperform simultaneously through at least the next 12–18 months. The market is effectively treating HBM as strategic infrastructure rather than commodity memory. Capacity for both firms is reportedly heavily booked well into 2026. But the nuance is important: SK Hynix likely compresses Micron’s premium multiple, not necessarily its earnings. Micron’s rerating came partly from the narrative that it was the “catch-up winner” in HBM. If SK Hynix massively expands HBM3E/HBM4 output while maintaining Nvidia relationships, Micron’s scarcity premium could narrow even if
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05-28
A first breakout above a major psychological level like the NASDAQ 100 at 30,000 is symbolically powerful, but historically these moments can represent either: 1. genuine mid-cycle acceleration, or 2. late-stage momentum concentration before volatility expands. Right now, the evidence still leans more bullish than bearish structurally. The important detail is what is driving the rally. This is not purely speculative software multiple expansion anymore. The move is increasingly backed by real AI infrastructure cash flows: exploding HBM demand, hyperscaler capex commitments, sovereign AI spending, power/networking buildouts, and earnings revisions still moving upward for firms like NVIDIA and Micron Technology. That makes this rally look more like the middle innings of a capital expenditure
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05-28
Personally, I’m still most bullish on AI storage and infrastructure. The bottlenecks are shifting from GPUs toward HBM memory, data centers, optical connectivity, and power. That’s why $Roundhill Memory ETF(DRAM)$ and $Tortoise AI Infrastructure ETF(TCAI)$ stand out most to me, as both benefit directly from long-term AI infrastructure demand. NASA is also very interesting because the $SpaceX(SPCX)$ IPO co
TOP1PC: Nice Sharing 😁 @Aqa @DiAngel @Barcode @JC888 @koolgal @Shernice軒嬣 2000
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05-29
I see the gold pullback as a rotation and liquidity-driven correction, not a structural breakdown. ETF outflows reversing last year’s inflows explain much of the weakness, while central bank buying still supports the long-term floor. On bank views, I sit between extremes: JPMorgan’s $JPMorgan Chase(JPM)$ bullish long-term debasement case versus Citi’s $Citigroup(C)$ near-term caution from rates and AI-driven risk-on flows. I’m cautious short term but not bearish on the broader cycle. For ETF flows, I wouldn’t follow the selling, but I also woul
TOPNice Sharing 😁 @koolgal @Aqa @DiAngel @JC888 @Barcode @Shernice軒嬣 2000
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05-29
The Trap Was Set… And Shorts Walked Right Into It 🎯📈
The latest $Fluence Energy, Inc.(FLNC)$ chart just confirmed what the market makers were doing all morning. After smashing the stock down nearly -6% to an ugly panic low of 19.92, they flipped the script hard. FLNC didn’t just recover — it ripped straight back into green at 21.43 (+0.99%), trapping late shorts and shaking out weak hands in one brutal move. This looks less like a random bounce… and more like a full institutional bear trap. 🚨 $20 Breakdown = Fakeout The dump below the psychological $20 level was likely designed to trigger: • panic selling • stop losses • emotional exits • aggressive short entries But the moment price reclaimed $21, the entire game changed. Suddenly: ➡️ shorts got trapped ➡️ momentum buyers rushed in ➡️ f
TOP-10%! Buy the dip?
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05-29
Buyers Likely to Support Nikkei Futures (NKD) Pullback, Eyeing 72,870 Extension
Nikkei Futures (NKD) continues to demonstrate remarkable strength as it extends into new all‑time highs, reinforcing the bullish sequence that began from the March 23, 2026 low. This upward momentum favors additional gains in the near term. From the March 23 low, wave 1 concluded at 63,880, followed by a corrective pullback in wave 2 that ended at 59,352. The internal subdivision of wave 2 unfolded as a zigzag, a common corrective structure, before the Index resumed higher. The decisive break above the wave 1 peak confirmed that wave 3 had begun, signaling continuation of the impulsive advance. From wave 2, the initial leg wave (i) ended at 62,075, while the subsequent pullback in wave (ii) found support at 61,040. The rally extended further, with wave (iii) reaching 65,695, before a modes
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05-29
$NVIDIA(NVDA)$ $SUPER MICRO COMPUTER INC(SMCI)$ $Micron Technology(MU)$ 📊🚀🧠 Retail Investors Keep Finding the Leaders in 2026 🧠🚀📊 I’m watching one of the more compelling market trends of 2026 unfold in real time. Per JPMorgan Chase, retail investors’ favourite stocks featuring $NVDA, $AMD and $MU continue outperforming: • the S&P 500 • dollar-cost averaging into the Nasdaq-100 • some of the strongest-performing AI baskets on Wall Street That deserves attention. For all the noise around stretched valuations, rate expectations and macro headlines, retail has been remarkably effective at identifying where earnings momentum, institutional capi
TOPNice Sharing 😁 @JC888 @Aqa @DiAngel @Shyon @koolgal @Shernice軒嬣 2000
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05-29
Micron’s New Paradigm: Structural Growth, Ecosystem Strategy, and Advanced Options Trading Approaches
$Micron Technology(MU)$ hitting a $1 trillion valuation following massive price target upgrades (including UBS pushing its target to $1,625) marks a massive structural shift in how Wall Street views the memory market. Understanding Micron’s trajectory requires looking closely at its underlying technology model, its valuation reality, and how to tactically navigate the stock now that it is trading near all-time highs around $890–$935. The Ecosystem Reality: Nvidia vs. Micron It is highly unlikely that Micron will build a proprietary, closed software-and-hardware ecosystem like $NVIDIA(NVDA)$’s CUDA. Nvidia sits at the top of the compute stack, controlling the software environment that developers use to write
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05-29
🌟🌟AI vs Space Infrastructure ETFs - DRAM vs NASA ETFs: Which is better? Both ETFs have blistering performance. DRAM is up 125% while NASA is up 66%. I prefer DRAM as it captures an immediate high margin global hardware deficit rather than relying on speculative long horizon space infrastructure. DRAM has captured a massive alpha, surging past USD 12.18 billion in AUM. It functions as a direct digital toll booth on the computing world, while space infrastructure remains a capital intensive frontier with long unproven monetisation runways. However NASA has SpaceX, the most exciting IPO in history. With an expense ratio of 0.87% NASA acts as a highly unique bridge, holding private SpaceX shares securely through a specialised Special Vehicle (SPV) layout. SpaceX
TOPNice Sharing 😁 @Shyon @DiAngel @Aqa @JC888 @Barcode @Shernice軒嬣 2000
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05-29
🌟🌟🌟Spot Gold prices have taken a dip with higher US treasury yields and stronger US dollar. Is it time to buy the dip? Yes as elite institutions are quietly exploiting the dip. Just this week UBS adjusted its year end gold price target to USD 5,500, citing that Gold's long term structural bull case remains entirely intact. It regards higher bond yields as a short term cyclical headwind. Not all central banks are selling gold. China and India are still buying Gold to de-risk their sovereign reserves. I would continue to hold $Gold Trust Ishares(IAU)$ instead of $SPDR Gold ETF(GLD)$ as it has a lower expense ratio of 0.25% compared to GLD's 0.40%. However for traders, they wou
TOPthanks for sharing
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05-29
Dell’s Monster Earnings Reveal the Next Big Winner of the AI Boom
$Dell Technologies Inc.(DELL)$
TOPthanks for sharing
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05-29
Divergence among banks is modest. Most (JPM, GS, Wells Fargo, UBS, BofA) remain strongly bullish on gold, targeting $5,000–$6,300+ by end-2026 on central bank buying, diversification, and geopolitics—despite JPM trimming its 2026 average slightly. On ETF outflows: Contrarian buyer. Western profit-taking and rebalancing created a dip, but structural drivers (reserves, uncertainty) persist while Asia counters. Long-term bullish.
TOPGold dip got bought again lol who’s fading central bank demand here
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05-29
Blackstone’s Hidden Grid
Blackstone’s Hidden Grid The Firm Quietly Wiring the AI Economy For years, $Blackstone Group LP(BX)$ looked like Wall Street’s ultimate opportunist: buying distressed property, restructuring companies, and waiting patiently for buoyant markets to make everyone look clever. Today, I think that description is increasingly incomplete. Blackstone is evolving into something far more strategic — a private-market utility operator sitting underneath artificial intelligence, energy infrastructure, logistics, and sovereign capital flows. The company is no longer merely investing in assets. Increasingly, it is positioning itself around the bottlenecks the modern economy cannot function without. That distinction matters because the market still prices Blackston
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05-29
🧠 Pops’ Market Musings: The Illusion of ATHs & Earning "Cognitive Money" Whenever the market hits new All-Time Highs (ATHs), retail traders usually default to one of two emotional extremes: 1️⃣ FOMO in and chase the pump. 2️⃣ Assume it’s a bubble and liquidate everything. But there’s a rule I always come back to: You can never earn money beyond your cognitive understanding. When smart money looks at a market peak, they aren't playing a guessing game of "buy or sell." Instead, they ask: How do we capture the upside while building an unbreakable moat against a sudden drop? Retail drifts with the daily price action. Professionals manage risk structure. Here is how they earn their "Cognitive Money": 🛡️ Level 1: The Armor (Spot & Sector Hedges) Amateurs buy and pray. Professional
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05-29
Today $TSLA traded 32.43Million shares. It was the lowest volume day since Wednesday, August 11, 2021 when it traded 29.40M shares That’s 1,203 trading days ago/almost 5 years🤯 All while flow remained incredibly bullish(heavy call buying/put selling) Intense pinning for a day with that much options activity Obviously we have the SpaceX IPO right around the corner/talks of a merger and with Elon as the ultimate wildcard who knows what actually happens….but feels like a big move brewing
420
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05-27
$SOXL 20260529 72.0 PUT$ 想穩穩陣陣賺點錢。賣下呢隻遠價put就岩架啦。當然不能貪心賣太近。當年現價210。賣72就差不多了[贱笑] [贱笑] [贱笑]
SOXL PUT
05-27 21:37
US20260529 72.0
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Sell Open | 0.03 10Lot(s) | -- Closed |
531
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05-28
$A GX HSCEICC(03416)$ 可攻可守，即日賺差價，長線製造現金流，當然我都唔希望長線嘅，但係個市況唔好都冇辦法
03416
05-28 13:06
HKA GX HSCEICC
| Side | Price | Filled | Realized P&L |
|---|---|---|
| Buy Open | 9.18 1,000 | -3.26% Holding |
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05-28
$CHINA RAILWAY(00390)$ 仲以為3.7好抵，點知好似紙咁薄＇我知道而家唔係好興基建股，不過依然會繼續收集
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05-28
$MEITUAN-W(03690)$ 真係中哂伏。上個星期五先賣put80。幾日之間就大跌咁多。業績未出都跌成咁。下星期都唔知點算[摊手] [摊手] [摊手]
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05-28
$NVIDIA(NVDA)$ Selling NVDA after yesterday's price action is a defensible decision to lock in gains near resistance, but the long-term fundamental thesis remains strongly intact. The stock closed yesterday at $214.25 (+0.78%) , which is just below the identified resistance level of $215.27 .
TOP214 near the first bag can understand 215 pressed quite dead you this order sells really card point ah