$Applied Materials(AMAT)$ $KLA

📉🚨 $AMAT is crashing after hours despite a Q4 double beat, revenue $6.8B and EPS $2.17 📉🔥. Semi equipment sentiment remains brutal with China export pressure 🇨🇳, demand softness, and clear lag versus $KLAC and $LRCX ⚠️. Q1 guide was slightly better, but not enough to pull in momentum buyers or reverse the slide 🚫📊💥!

Earnings PK: Nvidia Plays, Rocket, Chips, SaaS, or China Stocks — Who Will Win?

Earnings season is heating up, and investors are watching closely as AI chip giants, SaaS leaders, and China tech stocks take the stage. After months of rotation across sectors, the market is searching for the next breakout theme — will it be Nvidia-related plays riding the AI boom, semiconductors powering the hardware cycle, software-as-a-service names regaining momentum, or a surprise comeback from Chinese tech? 💬 Which sector do you think will deliver the biggest upside this earnings season? 📈 Are you betting on AI, SaaS, or a China rebound? Let’s discuss!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Queengirlypops
2025-11-14
Queengirlypops
wild move for real. the beat was clean and buyers did not show up. total mood shift. semi gear is acting like a quiet rocket that flipped upside down today. watching the way $LRCX holds up because that tells you where confidence is flowing. this setup is intense 🧃
- Barcode:
  Q, your read on confidence rotation is on point. The LRCX comparison tells the real story about where institutional weight is shifting.
- Barcode:
  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
- Barcode:
  🩵 May your skies be blue and your trades green 🟢
- Barcode:
  🚀😎💰 Wrapping the week with green screens and good vibes. Enjoy the Weekend!
- Barcode:
  🙏🏼 Thanks Q, your energy always lifts the conversation and brings traders into the moment.
Kiwi Tigress
2025-11-15
Kiwi Tigress
honestly this reaction surprised me because the numbers were good but the mood is rough right now. you can see how fast anything tied to China gets hit 🇨🇳. kinda feels like the market is tired of semi equipment names for the moment. I’m looking at $KLAC just to compare the tone
- Queengirlypops:
  Sis you nailed it. the whole vibe flipped in seconds. AMAT looked steady then China headlines smashed the mood 🇨🇳. this is the type of move that hits you mid scroll. KLAC really is holding cleaner and that tells the story. wild setup and I’m here for the chaos 🧃
- Barcode:
  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
- Barcode:
  🩵 May your skies be blue and your trades green 🟢
- Barcode:
  😎💰 From charts to chill mode; time to unplug, reset, and let those gains marinate over the Weekend!
- Barcode:
  KT, your point about the broader mood is real. The market is punishing anything with China exposure and this reaction fits that pattern.
Hen Solo
2025-11-15
Hen Solo
I’m reading the tape and the breakdown lines up with the broader equipment weakness. The relative underperformance versus $KLAC sends a strong message about where institutional confidence sits. I’m checking how $AMAT behaves around its recent support zones because the reaction could establish a new short term structure.
- Barcode:
  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
- Barcode:
  🩵 May your skies be blue and your trades green 🟢
- Barcode:
  😎💰 Candle out, coffee up, spirits high; cheers to the Weekend ahead!
- Barcode:
  HS, your focus on structure is spot on. The support zones you mentioned will define whether this becomes a contained repricing or a deeper reset.
- Barcode:
  🙏🏼 I’m grateful you took time to go through my post HS. The more we can exchange thoughtful ideas, the better we can navigate both the opportunities and the risks in markets like these.
Cool Cat Winston
2025-11-15
Cool Cat Winston
I’m looking at this setup and the reaction feels mechanical. The beat was real, but the market is signalling that export controls and cycle risk remain the dominant variables. When I compare it with $LRCX, I see a clear preference for tools with stronger China diversification. I want to see how pricing trends evolve before leaning toward any recovery scenarios. TJ🔥📉TJ, the crash here tells me sentiment is stretched. The numbers were fine, but the market wants a cleaner runway on geopolitics and that is not happening yet. I’m mapping this against $SOX trends to understand how deep the equipment reset might go. I will watch the next few sessions to see if volume spikes confirm exhaustion or continuation.
- Barcode:
  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
- Barcode:
  🩵 May your skies be blue and your trades green 🟢
- Barcode:
  💼☀️😎 Profit booked, charts parked and vibes charged. Enjoy the weekend!
- Barcode:
  CCW, your read on diversification is sharp. The relative strength spread versus LRCX is exactly what institutions are reacting to and it explains the velocity of the move.
- Barcode:
  🙏🏼 I appreciate you taking the time to read my post CCW. Your engagement helps push these market discussions further, and it’s always valuable to exchange perspectives on where we might be in the cycle.
Tui Jude
2025-11-15
Tui Jude
The crash here tells me sentiment is stretched. The numbers were fine, but the market wants a cleaner runway on geopolitics and that is not happening yet. I’m mapping this against $SOX trends to understand how deep the equipment reset might go. I will watch the next few sessions to see if volume spikes confirm exhaustion or continuation.
- Barcode:
  TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.
- Barcode:
  TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.
- Barcode:
  TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.
- Barcode:
  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
- Barcode:
  🩵 May your skies be blue and your trades green 🟢
PetS
2025-11-15
PetS
I see what you mean about the mismatch between the beat and the price action. This is a classic example of fundamentals being overshadowed by macro risk. The China exposure is front and centre, and when I compare it with $ASML, the sentiment gap becomes clearer. I plan to track the balance between retail volume and institutional flows.
- Barcode:
  🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀
- Barcode:
  🩵 May your skies be blue and your trades green 🟢
- Barcode:
  😎💰 Charts done, coffee on and profits parked; have a brilliant weekend ahead!
- Barcode:
  PetS, your comparison with ASML is strong. The sentiment gap you highlighted reflects the market’s preference for cleaner regulatory exposure.
- Barcode:
  🙏 I appreciate you reading my article PetS. Insights are always stronger when they’re part of a broader conversation, and your time spent here adds value to that dialogue.

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Semi equipment sentiment remains brutal with China export pressure 🇨🇳, demand softness, and clear lag versus $KLAC and $LRCX ⚠️. Q1 guide was slightly better, but not enough to pull in momentum buyers or reverse the slide 🚫📊💥!<img src=\"https://community-static.tradeup.com/news/c103311bef9d6faa1c56ed706dcf6f64\" tg-width=\"945\" tg-height=\"532\"><img src=\"https://community-static.tradeup.com/news/8d8a59ff27bc8a69d773fb8f490f35fe\" tg-width=\"947\" tg-height=\"419\"><img src=\"https://community-static.tradeup.com/news/f196dc7abdd5f0d32e14637cd0bc347a\" tg-width=\"945\" tg-height=\"1170\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/AMAT\">$Applied Materials(AMAT)$</a> <a href=\"https://ttm.financial/S/KLAC\">$KLA-Tencor(KLAC)$</a> <a href=\"https://ttm.financial/S/LRCX\">$Lam Research(LRCX)$</a>&nbsp;\n📉🚨 $AMAT is crashing after hours despite a Q4 double beat, revenue $6.8B and EPS $2.17 📉🔥. Semi equipment sentiment remains brutal with China export pressure 🇨🇳, demand softness, and clear lag versus $KLAC and $LRCX ⚠️. Q1 guide was slightly better, but not enough to pull in momentum buyers or reverse the slide 🚫📊💥!<img src=\"https://community-static.tradeup.com/news/c103311bef9d6faa1c56ed706dcf6f64\" tg-width=\"945\" tg-height=\"532\"><img src=\"https://community-static.tradeup.com/news/8d8a59ff27bc8a69d773fb8f490f35fe\" tg-width=\"947\" tg-height=\"419\"><img src=\"https://community-static.tradeup.com/news/f196dc7abdd5f0d32e14637cd0bc347a\" tg-width=\"945\" tg-height=\"1170\"></body></html>","text":"$Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$ 📉🚨 $AMAT is crashing after hours despite a Q4 double beat, revenue $6.8B and EPS $2.17 📉🔥. Semi equipment sentiment remains brutal with China export pressure 🇨🇳, demand softness, and clear lag versus $KLAC and $LRCX ⚠️. Q1 guide was slightly better, but not enough to pull in momentum buyers or reverse the slide 🚫📊💥!","highlighted":2,"essential":1,"paper":1,"likeSize":156,"commentSize":75,"repostSize":1936,"favoriteSize":0,"link":"https://ttm.financial/post/499988168094040","repostId":0,"isVote":1,"tweetType":1,"viewCount":39792,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMAT","KLAC","LRCX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":333,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":499990281466592,"commentId":"499990281466592","gmtCreate":1763092922369,"gmtModify":1763096267092,"authorId":4185249037082782,"author":{"id":4185249037082782,"idStr":"4185249037082782","authorId":4185249037082782,"name":"Queengirlypops","avatar":"https://community-static.tradeup.com/news/ad05acb3d3297a3680627eb89cafdbc8","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"wild move for real. the beat was clean and buyers did not show up. total mood shift. semi gear is acting like a quiet rocket that flipped upside down today. watching the way $LRCX holds up because that tells you where confidence is flowing. this setup is intense 🧃","text":"wild move for real. the beat was clean and buyers did not show up. total mood shift. semi gear is acting like a quiet rocket that flipped upside down today. watching the way $LRCX holds up because that tells you where confidence is flowing. this setup is intense 🧃","html":"wild move for real. the beat was clean and buyers did not show up. total mood shift. semi gear is acting like a quiet rocket that flipped upside down today. watching the way $LRCX holds up because that tells you where confidence is flowing. this setup is intense 🧃","likeSize":7,"commentSize":5,"subComments":[{"id":500273384145448,"commentId":"500273384145448","gmtCreate":1763178859079,"gmtModify":1763183357995,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":499990281466592,"supIdStr":"499990281466592","prevId":0,"prevIdStr":"0","content":"Q, your read on confidence rotation is on point. The LRCX comparison tells the real story about where institutional weight is shifting.","text":"Q, your read on confidence rotation is on point. The LRCX comparison tells the real story about where institutional weight is shifting.","html":"Q, your read on confidence rotation is on point. 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🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀","text":"🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀","html":"🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 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cheers to the Weekend ahead!","text":"😎💰 Candle out, coffee up, spirits high; cheers to the Weekend ahead!","html":"😎💰 Candle out, coffee up, spirits high; cheers to the Weekend ahead!","disclaimerType":0},{"id":500273481056304,"commentId":"500273481056304","gmtCreate":1763178884503,"gmtModify":1763178889184,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星級創作者","description":"累計發表精華帖>=3（或有料帖>=10），且30天內發表過至少一篇精華帖（或4篇有料帖）並參與過評論","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星級創作者","description":"累計發表精華帖>=3（或有料帖>=10），且30天內發表過至少一篇精華帖（或4篇有料帖）並參與過評論","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500146511860480,"supIdStr":"500146511860480","prevId":0,"prevIdStr":"0","content":"HS, your focus on structure is spot on. The support zones you mentioned will define whether this becomes a contained repricing or a deeper reset.","text":"HS, your focus on structure is spot on. The support zones you mentioned will define whether this becomes a contained repricing or a deeper reset.","html":"HS, your focus on structure is spot on. The support zones you mentioned will define whether this becomes a contained repricing or a deeper reset.","disclaimerType":0},{"id":500273045254984,"commentId":"500273045254984","gmtCreate":1763178792746,"gmtModify":1763178797539,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星級創作者","description":"累計發表精華帖>=3（或有料帖>=10），且30天內發表過至少一篇精華帖（或4篇有料帖）並參與過評論","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星級創作者","description":"累計發表精華帖>=3（或有料帖>=10），且30天內發表過至少一篇精華帖（或4篇有料帖）並參與過評論","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500146511860480,"supIdStr":"500146511860480","prevId":0,"prevIdStr":"0","content":"🙏🏼 I’m grateful you took time to go through my post HS. The more we can exchange thoughtful ideas, the better we can navigate both the opportunities and the risks in markets like these.","text":"🙏🏼 I’m grateful you took time to go through my post HS. The more we can exchange thoughtful ideas, the better we can navigate both the opportunities and the risks in markets like these.","html":"🙏🏼 I’m grateful you took time to go through my post HS. The more we can exchange thoughtful ideas, the better we can navigate both the opportunities and the risks in markets like these.","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":500137014755880,"commentId":"500137014755880","gmtCreate":1763145565770,"gmtModify":1763157274331,"authorId":4186117467483482,"author":{"id":4186117467483482,"idStr":"4186117467483482","authorId":4186117467483482,"name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I’m looking at this setup and the reaction feels mechanical. The beat was real, but the market is signalling that export controls and cycle risk remain the dominant variables. When I compare it with $LRCX, I see a clear preference for tools with stronger China diversification. I want to see how pricing trends evolve before leaning toward any recovery scenarios. TJ🔥📉TJ, the crash here tells me sentiment is stretched. The numbers were fine, but the market wants a cleaner runway on geopolitics and that is not happening yet. I’m mapping this against $SOX trends to understand how deep the equipment reset might go. I will watch the next few sessions to see if volume spikes confirm exhaustion or continuation.","text":"I’m looking at this setup and the reaction feels mechanical. The beat was real, but the market is signalling that export controls and cycle risk remain the dominant variables. When I compare it with $LRCX, I see a clear preference for tools with stronger China diversification. I want to see how pricing trends evolve before leaning toward any recovery scenarios. TJ🔥📉TJ, the crash here tells me sentiment is stretched. The numbers were fine, but the market wants a cleaner runway on geopolitics and that is not happening yet. I’m mapping this against $SOX trends to understand how deep the equipment reset might go. I will watch the next few sessions to see if volume spikes confirm exhaustion or continuation.","html":"I’m looking at this setup and the reaction feels mechanical. The beat was real, but the market is signalling that export controls and cycle risk remain the dominant variables. When I compare it with $LRCX, I see a clear preference for tools with stronger China diversification. I want to see how pricing trends evolve before leaning toward any recovery scenarios. TJ🔥📉TJ, the crash here tells me sentiment is stretched. The numbers were fine, but the market wants a cleaner runway on geopolitics and that is not happening yet. I’m mapping this against $SOX trends to understand how deep the equipment reset might go. I will watch the next few sessions to see if volume spikes confirm exhaustion or continuation.","likeSize":3,"commentSize":5,"subComments":[{"id":500284094694224,"commentId":"500284094694224","gmtCreate":1763181464312,"gmtModify":1763181467726,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星級創作者","description":"累計發表精華帖>=3（或有料帖>=10），且30天內發表過至少一篇精華帖（或4篇有料帖）並參與過評論","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星級創作者","description":"累計發表精華帖>=3（或有料帖>=10），且30天內發表過至少一篇精華帖（或4篇有料帖）並參與過評論","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500137014755880,"supIdStr":"500137014755880","prevId":0,"prevIdStr":"0","content":"🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀","text":"🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀","html":"🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀","disclaimerType":0},{"id":500283923493464,"commentId":"500283923493464","gmtCreate":1763181339819,"gmtModify":1763181343059,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星級創作者","description":"累計發表精華帖>=3（或有料帖>=10），且30天內發表過至少一篇精華帖（或4篇有料帖）並參與過評論","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星級創作者","description":"累計發表精華帖>=3（或有料帖>=10），且30天內發表過至少一篇精華帖（或4篇有料帖）並參與過評論","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500137014755880,"supIdStr":"500137014755880","prevId":0,"prevIdStr":"0","content":"🩵 May your skies be blue and your trades green 🟢","text":"🩵 May your skies be blue and your trades green 🟢","html":"🩵 May your skies be blue and your trades green 🟢","disclaimerType":0},{"id":500282217808768,"commentId":"500282217808768","gmtCreate":1763181038143,"gmtModify":1763181042807,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星級創作者","description":"累計發表精華帖>=3（或有料帖>=10），且30天內發表過至少一篇精華帖（或4篇有料帖）並參與過評論","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星級創作者","description":"累計發表精華帖>=3（或有料帖>=10），且30天內發表過至少一篇精華帖（或4篇有料帖）並參與過評論","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500137014755880,"supIdStr":"500137014755880","prevId":0,"prevIdStr":"0","content":"💼☀️😎 Profit booked, charts parked and vibes charged. Enjoy the weekend!","text":"💼☀️😎 Profit booked, charts parked and vibes charged. Enjoy the weekend!","html":"💼☀️😎 Profit booked, charts parked and vibes charged. Enjoy the weekend!","disclaimerType":0},{"id":500273938526968,"commentId":"500273938526968","gmtCreate":1763178904894,"gmtModify":1763178909886,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星級創作者","description":"累計發表精華帖>=3（或有料帖>=10），且30天內發表過至少一篇精華帖（或4篇有料帖）並參與過評論","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星級創作者","description":"累計發表精華帖>=3（或有料帖>=10），且30天內發表過至少一篇精華帖（或4篇有料帖）並參與過評論","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500137014755880,"supIdStr":"500137014755880","prevId":0,"prevIdStr":"0","content":"CCW, your read on diversification is sharp. The relative strength spread versus LRCX is exactly what institutions are reacting to and it explains the velocity of the move.","text":"CCW, your read on diversification is sharp. The relative strength spread versus LRCX is exactly what institutions are reacting to and it explains the velocity of the move.","html":"CCW, your read on diversification is sharp. The relative strength spread versus LRCX is exactly what institutions are reacting to and it explains the velocity of the move.","disclaimerType":0},{"id":500273538478952,"commentId":"500273538478952","gmtCreate":1763178811090,"gmtModify":1763178815748,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星級創作者","description":"累計發表精華帖>=3（或有料帖>=10），且30天內發表過至少一篇精華帖（或4篇有料帖）並參與過評論","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星級創作者","description":"累計發表精華帖>=3（或有料帖>=10），且30天內發表過至少一篇精華帖（或4篇有料帖）並參與過評論","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500137014755880,"supIdStr":"500137014755880","prevId":0,"prevIdStr":"0","content":"🙏🏼 I appreciate you taking the time to read my post CCW. Your engagement helps push these market discussions further, and it’s always valuable to exchange perspectives on where we might be in the cycle.","text":"🙏🏼 I appreciate you taking the time to read my post CCW. Your engagement helps push these market discussions further, and it’s always valuable to exchange perspectives on where we might be in the cycle.","html":"🙏🏼 I appreciate you taking the time to read my post CCW. Your engagement helps push these market discussions further, and it’s always valuable to exchange perspectives on where we might be in the cycle.","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":500142702719096,"commentId":"500142702719096","gmtCreate":1763146947034,"gmtModify":1763157274667,"authorId":4177356503735472,"author":{"id":4177356503735472,"idStr":"4177356503735472","authorId":4177356503735472,"name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"The crash here tells me sentiment is stretched. The numbers were fine, but the market wants a cleaner runway on geopolitics and that is not happening yet. I’m mapping this against $SOX trends to understand how deep the equipment reset might go. I will watch the next few sessions to see if volume spikes confirm exhaustion or continuation.","text":"The crash here tells me sentiment is stretched. The numbers were fine, but the market wants a cleaner runway on geopolitics and that is not happening yet. I’m mapping this against $SOX trends to understand how deep the equipment reset might go. I will watch the next few sessions to see if volume spikes confirm exhaustion or continuation.","html":"The crash here tells me sentiment is stretched. The numbers were fine, but the market wants a cleaner runway on geopolitics and that is not happening yet. I’m mapping this against $SOX trends to understand how deep the equipment reset might go. I will watch the next few sessions to see if volume spikes confirm exhaustion or continuation.","likeSize":3,"commentSize":7,"subComments":[{"id":500283761390136,"commentId":"500283761390136","gmtCreate":1763181385854,"gmtModify":1763183360353,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500142702719096,"supIdStr":"500142702719096","prevId":0,"prevIdStr":"0","content":"TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.","text":"TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.","html":"TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.","disclaimerType":0},{"id":500282584264896,"commentId":"500282584264896","gmtCreate":1763181110041,"gmtModify":1763183358134,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500142702719096,"supIdStr":"500142702719096","prevId":0,"prevIdStr":"0","content":"TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.","text":"TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.","html":"TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.","disclaimerType":0},{"id":500273920676048,"commentId":"500273920676048","gmtCreate":1763178896401,"gmtModify":1763183357328,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500142702719096,"supIdStr":"500142702719096","prevId":0,"prevIdStr":"0","content":"TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.","text":"TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.","html":"TJ, you nailed the geopolitical overhang. The fundamentals were solid, but buyers need clarity on export policy before shifting tone.","disclaimerType":0},{"id":500284364972832,"commentId":"500284364972832","gmtCreate":1763181452785,"gmtModify":1763181456062,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500142702719096,"supIdStr":"500142702719096","prevId":0,"prevIdStr":"0","content":"🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀","text":"🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀","html":"🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀","disclaimerType":0},{"id":500283949076960,"commentId":"500283949076960","gmtCreate":1763181345594,"gmtModify":1763181348898,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500142702719096,"supIdStr":"500142702719096","prevId":0,"prevIdStr":"0","content":"🩵 May your skies be blue and your trades green 🟢","text":"🩵 May your skies be blue and your trades green 🟢","html":"🩵 May your skies be blue and your trades green 🟢","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":500150521393944,"commentId":"500150521393944","gmtCreate":1763148876622,"gmtModify":1763157276681,"authorId":4186428661919372,"author":{"id":4186428661919372,"idStr":"4186428661919372","authorId":4186428661919372,"name":"PetS","avatar":"https://community-static.tradeup.com/news/b11b28506a08a6a6f4635855bae885a7","vip":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.08","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"I see what you mean about the mismatch between the beat and the price action. This is a classic example of fundamentals being overshadowed by macro risk. The China exposure is front and centre, and when I compare it with $ASML, the sentiment gap becomes clearer. I plan to track the balance between retail volume and institutional flows.","text":"I see what you mean about the mismatch between the beat and the price action. This is a classic example of fundamentals being overshadowed by macro risk. The China exposure is front and centre, and when I compare it with $ASML, the sentiment gap becomes clearer. I plan to track the balance between retail volume and institutional flows.","html":"I see what you mean about the mismatch between the beat and the price action. This is a classic example of fundamentals being overshadowed by macro risk. The China exposure is front and centre, and when I compare it with $ASML, the sentiment gap becomes clearer. I plan to track the balance between retail volume and institutional flows.","likeSize":3,"commentSize":5,"subComments":[{"id":500284330685216,"commentId":"500284330685216","gmtCreate":1763181444419,"gmtModify":1763181447664,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500150521393944,"supIdStr":"500150521393944","prevId":0,"prevIdStr":"0","content":"🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀","text":"🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 🅲🅷🅴🅴🆁🆂, 🅱🅲🍀🍀🍀","html":"🚀 🅷🅰🅿🅿🆈 🆃🆁🅰🅳🅸🅽🅶 🅰🅷🅴🅰🅳! 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have a brilliant weekend ahead!","text":"😎💰 Charts done, coffee on and profits parked; have a brilliant weekend ahead!","html":"😎💰 Charts done, coffee on and profits parked; have a brilliant weekend ahead!","disclaimerType":0},{"id":500273454928360,"commentId":"500273454928360","gmtCreate":1763178875510,"gmtModify":1763178880835,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500150521393944,"supIdStr":"500150521393944","prevId":0,"prevIdStr":"0","content":"PetS, your comparison with ASML is strong. The sentiment gap you highlighted reflects the market’s preference for cleaner regulatory exposure.","text":"PetS, your comparison with ASML is strong. The sentiment gap you highlighted reflects the market’s preference for cleaner regulatory exposure.","html":"PetS, your comparison with ASML is strong. The sentiment gap you highlighted reflects the market’s preference for cleaner regulatory exposure.","disclaimerType":0},{"id":500273462092032,"commentId":"500273462092032","gmtCreate":1763178784684,"gmtModify":1763178789559,"authorId":4171900329979952,"author":{"id":4171900329979952,"idStr":"4171900329979952","authorId":4171900329979952,"name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","vip":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.30","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":2007},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1,"categoryType":2007}]},"repliedAuthorId":0,"objectId":499988168094040,"objectIdStr":"499988168094040","type":1,"supId":500150521393944,"supIdStr":"500150521393944","prevId":0,"prevIdStr":"0","content":"🙏 I appreciate you reading my article PetS. Insights are always stronger when they’re part of a broader conversation, and your time spent here adds value to that dialogue.","text":"🙏 I appreciate you reading my article PetS. Insights are always stronger when they’re part of a broader conversation, and your time spent here adds value to that dialogue.","html":"🙏 I appreciate you reading my article PetS. Insights are always stronger when they’re part of a broader conversation, and your time spent here adds value to that dialogue.","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/499988168094040"}