娘子BNB

​#理财思维 #KOSPI大涨6.63%重返6000点
​“A memory chip shortage until 2030”—the start of an endless boom?
$SKHY
You haven’t truly understood SK Hynix’s “100-trillion-won” earnings report until you grasp these three points

Set aside market sentiment and get back to industry fundamentals. To know what determines how much is at stake, you need to understand these three objective facts:

​1. The shortage isn’t because people are buying too much—it’s because production is too slow
Building advanced packaging facilities and wafer fabs takes an extraordinarily long time. The physical limits of equipment mean capacity simply can’t keep up with the growth in computing power. This “physical bottleneck” has driven Hynix’s short-term windfall profits, but it has also exposed the fragility of the entire tech supply chain.

​2. The spending spree on capital investment will inevitably be followed by a cyclical reckoning
There has never been a “feast that never ends” in the history of semiconductors. When everyone is shouting that results are “off the charts,” it’s often just before companies’ capital spending peaks. History tells us that when cyclical stocks are reporting their most spectacular results, that’s precisely when we should remain mindful of long-term risks.

Fact 3: The ones who truly win with little effort are further upstream
To expand capacity and meet demand, Hynix has to spend tens of billions of dollars on equipment. No matter how fierce competition gets downstream or how the cycle turns, major upstream equipment suppliers are always there, reliably collecting tolls.

If you think this trader is a dumbass?

Then trust me, you absolutely shouldn’t trade futures! 😴#爆仓了

I shorted $EWY and nailed the entry at $ORCL , haha😄#EWYNET

Value investing, #ORCL is ready to moon! $ORCL ,🌝

Here comes the little flying stick～😘#ORCL

@CZ So, is AI suggesting a better entry price might be ahead? #Aİ
#EWY I got spooked yesterday and closed my position at the worst spot! Sigh... no wonder I can't make big gains.

This is the allure of FOMO among Koreans; everyone is trading stocks, and the exchanges have even rolled out leveraged ETFs. Is this to let the people fully enjoy the national-level dividends brought by AI storage, or is it something else...? The market is on fire, so hot it's unbearable, way too hot, feels like it's about to blow up. Should I take my profits and dip? 😄#EWY

Wow, what's this pin bar trying to do? Is it like this in after-hours trading too? #EWY @币安广场

Am I the only one in the crypto space holding strong on value investing with $EWY ? 🫣

Seeing the big players raking in not just tens of thousands, but hundreds of thousands, even millions, makes me, as an average trader, hesitant to show off my gains. 😟#EWY

Latest intel on the US-Iran situation: The Don is dealing cards online, it's either a wedding night or a house demolition, a 50/50 shot that's looking pretty solid. $BTC #EWY #美伊局势新进展

Hey folks, who do you think will cash in the most from this wave of US stock delistings?

The biggest deal struck at this state banquet is this one.

This one's tough to gauge.

I originally wanted to hold on, but then he saw this!! $EWY
Grandpa and Grandma are already neck-deep in it and still want to cash out and swap into stocks, which reminds me of those Chinese gold moms back in the day! Panic 😟😟#EWY

What’s the psychology behind feeling a bit of joy when seeing others take a loss?🫣#EWY

Alert cleared, we're taking off, taking off 😚#EWY

The Binance square is looking bearish, with FUD all around.

30-year U.S. Treasuries have shot up to about 5.18%, close to highs not seen since 2007, and 10-year Treasuries are also above 4.6%. The Middle East conflict, oil prices, inflation, and delayed rate cuts are all bad news for risk assets.

But the S&P, Nasdaq, and Bitcoin have rallied so much; without any bad news, a correction is due. $BTC $EWY $ETH

In my opinion, the bearish sentiment isn't enough to shake the main trend; it's more likely we'll see some sideways action at these high levels before continuing to rise. The real concern might not be now, but rather from August to September when liquidity tightens, earnings season cools off, and funds start reallocating their portfolios; that's when the market will really start to count the costs. This current dip is just a normal pullback, so don't be too pessimistic. 🌝🌝
#美比特币战略储备将公布

$EWY Those pesky retail traders, can we just focus on the charts and let the professionals do their thing? If this volatility keeps up, I'm gonna get liquidated! Damn, damn, damn, damn, damn

#EWY

The Don just wrapped up that alien provocation, and Iran just fired back. Feels like they're having a blast, like a classic 'no fight, no friendship' vibe.

Have they struck some kind of deal behind closed doors? Maybe The Don is holding back on going public because he needs to keep the market in check for the midterms? $EWY $BTC #美伊局势最新反转