$AST SpaceMobile (ASTS.US)$ When would be a good time to enter the market?

$AST SpaceMobile (ASTS.US)$ Short-term traders can sell now

$Corning (GLW.US)$ The neighbor's old steamed bun shop is already open, you should go too, big darling

$Lumentum (LITE.US)$ Come on, come on! My big darling

Friends, long time no see! Did many of you have a great time during this May Day Golden Week, while others might be regretting their choices? Haha!
During this Golden Week, I traveled to Jingdezhen, Jiangxi, back home. I’m amazed by how beautiful and exquisite domestic ceramic crafts have become, with improving quality (and not-so-small prices). (It’s clear that the cultural and creative industries need youth and vitality!)
By the way, the semiconductor market during the holidays was absolutely insane.
I think everyone knows the specific reasons. It was disclosed in the recent quarterly reports. $Meta Platforms (META.US)$ ， $Alphabet-A (GOOGL.US)$ Google, $Amazon (AMZN.US)$ Amazon and other internet giants are increasing their capital expenditures on AI infrastructure (spending), while suppliers of AI infrastructure (earning) have seen a significant upward revision in profit forecasts, triggering this sharp rally.
After observing last night's intraday Philadelphia Semiconductor Index, $PHLX Semiconductor Index (.SOX.US)$ it seems that institutions are still buying. The price has repeatedly retested support levels. VWAP (Volume Weighted Average Price) The curve (in the figureorangeline) quickly rebounded after receiving support, which isinstitutionalbuying pressureOne of the typical characteristics of being active.
(The task of institutional traders is to make the average purchase cost throughout the day as close to or better than (lower than) the day's VWAP.)
Whether it’s the market or institutional investors...

$Lumentum (LITE.US)$ The next module will likely focus on optical communications, and Old Mantou is expected to reach 1200 this week

$SanDisk (SNDK.US)$
end of wk

$Cerebras Systems (CBRS.US)$ What's the opening price?

$SanDisk (SNDK.US)$
opening