Gozilalion
liked
$Seagate Technology (STX.US)$ Time to exit. Micron's earnings haven't been released yet, so it's unlikely to break through 400. Reversing to short.
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$Seagate Technology (STX.US)$ will you break 400
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Gozilalion
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$Lumentum (LITE.US)$ this is a bit cruel..
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Gozilalion
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🚀 Since its public disclosure, the increase has been approximately 400%: No genius needed, just bet on the right 'bottleneck'
To be honest, this isn't about predicting macro trends or godlike stock-picking skills.
Most of it comes down to two factors:
Choosing the right sector.
Following the flow of capital.
Add a bit of luck to that.
The real logic behind making money this year: Bet on 'bottlenecks,' not stories.
The core framework for this year is very simple:
Where are the physical bottlenecks in AI expansion?
That's where the money will flow.
My favorite categories right now:
1️⃣ Memory
$SNDK
$MU
$SIMO
Samsung, SK Hynix
When computing power explodes, HBM, DRAM, and NAND are not optional—they are essential.
Computing power can be scaled up,
but if memory can't keep up, the system will freeze.
This is the bottleneck premium.
2️⃣ Photonics (Optical Modules)
$LITE
$COHR
$AAOI
$AXTI
When data centers enter GW-level expansion,
The 'connection speed' between computing powers has become a core issue.
It doesn't matter how powerful the GPU is,
If optical interconnects can't keep up, latency becomes a fatal flaw.
3️⃣ Electricity / Power Grid
$XLU
Computing power is an electricity-consuming monster.
With each round of data center expansion,
Power grids and utilities will passively benefit.
AI represents a digital revolution,
But at its foundation lies an energy revolution.
4️⃣ Advanced Packaging Capex
$AMKR
$ONTO
$CAMT
$KLIC
$FORM
HBM...
To be honest, this isn't about predicting macro trends or godlike stock-picking skills.
Most of it comes down to two factors:
Choosing the right sector.
Following the flow of capital.
Add a bit of luck to that.
The real logic behind making money this year: Bet on 'bottlenecks,' not stories.
The core framework for this year is very simple:
Where are the physical bottlenecks in AI expansion?
That's where the money will flow.
My favorite categories right now:
1️⃣ Memory
$SNDK
$MU
$SIMO
Samsung, SK Hynix
When computing power explodes, HBM, DRAM, and NAND are not optional—they are essential.
Computing power can be scaled up,
but if memory can't keep up, the system will freeze.
This is the bottleneck premium.
2️⃣ Photonics (Optical Modules)
$LITE
$COHR
$AAOI
$AXTI
When data centers enter GW-level expansion,
The 'connection speed' between computing powers has become a core issue.
It doesn't matter how powerful the GPU is,
If optical interconnects can't keep up, latency becomes a fatal flaw.
3️⃣ Electricity / Power Grid
$XLU
Computing power is an electricity-consuming monster.
With each round of data center expansion,
Power grids and utilities will passively benefit.
AI represents a digital revolution,
But at its foundation lies an energy revolution.
4️⃣ Advanced Packaging Capex
$AMKR
$ONTO
$CAMT
$KLIC
$FORM
HBM...
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Gozilalion
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$GraniteShares 2x Short NVDA Daily ETF (NVD.US)$ It's Friday
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Gozilalion
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$SanDisk (SNDK.US)$ Stuck at 680
$Western Digital (WDC.US)$ Stuck at 275
In my personal opinion, if you have money, average down the cost and buy at lower prices; if not, don't rush to sell. The market will continue to rise in the future due to supply and demand, breakthroughs in AI, and advancements in new technology research like new chips. We're currently just facing a black swan event; stay patient and focus on the long-term outlook. It will rise again in the future. This is not gambling, but investing based on confidence in the company's future, which will keep your mindset steady.![]()
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P.S. As long as you are not investing in speculative stocks, but in companies with tangible businesses and revenue, take a steady and solid approach.![]()
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$Western Digital (WDC.US)$ Stuck at 275
In my personal opinion, if you have money, average down the cost and buy at lower prices; if not, don't rush to sell. The market will continue to rise in the future due to supply and demand, breakthroughs in AI, and advancements in new technology research like new chips. We're currently just facing a black swan event; stay patient and focus on the long-term outlook. It will rise again in the future. This is not gambling, but investing based on confidence in the company's future, which will keep your mindset steady.
P.S. As long as you are not investing in speculative stocks, but in companies with tangible businesses and revenue, take a steady and solid approach.
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Gozilalion
liked
$Lumentum (LITE.US)$ If it can't hold steady, it might head towards 585....
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Gozilalion
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$Western Digital (WDC.US)$ today buy still got dividend ?
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Gozilalion
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Hello Mooers! ![]()
A short overview of equal weighted FANG, FAANG, the Magnificent Seven, the Fab Five, and the Fantastic 4 YTD performance, rounded to 2 decimal places.
A quick overview of the stocks and their YTD performance inside them is provided below.
Do you think their YTD will continue to rise next week![]()
(24 Jun to 28 Jun 2024)?
That's all for today, and always remember to DYODD (Do your own due diligence) when making any kind of ...
A short overview of equal weighted FANG, FAANG, the Magnificent Seven, the Fab Five, and the Fantastic 4 YTD performance, rounded to 2 decimal places.
A quick overview of the stocks and their YTD performance inside them is provided below.
Do you think their YTD will continue to rise next week
That's all for today, and always remember to DYODD (Do your own due diligence) when making any kind of ...
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