$Coinbase (COIN.US)$ This stock is indeed having some issues! Continuous decline, and no one is optimistic anymore
Translated
2
3
Jack 牛牛
liked
$Micron Technology (MU.US)$ This is troublesome. The worry is that your big brother might launch a surprise attack tonight, and those who thought it was safe to enter the market could really get wiped out
Translated
2
2
1
Jack 牛牛
reacted to
$Micron Technology (MU.US)$ The market is dominated by these damn wealthy individuals. One moment they claim that the newly released HBM4 from Samsung and SK Hynix will squeeze out Micron's market share. The next, they say Google's new technology could pose a serious threat to memory manufacturers. Then they mention that the drop in memory prices in China indicates the cycle for memory manufacturers is about to end. Now, they're saying Samsung's Q1 profits exceeded 800%, which means huge profits for Micron! Whatever they say always seems to be correct!
Translated
3
3
Jack 牛牛
liked
$GraniteShares 2x Long COIN Daily ETF (CONL.US)$ 😍A beautiful W-bottom is forming. From the perspective of 'fundamental logic,' Coinbase obtaining the US National Trust Bank Charter signifies its transformation from a **'cryptocurrency exchange' to 'globally regulated financial infrastructure.'**
This transformation reshapes the long-term valuation logic of the stock price in the following three aspects:
1. Change in valuation anchor: From 'Beta' to 'Alpha'
Past (transaction-driven): Coinbase's stock price was highly dependent on market volatility (Volatility) and cryptocurrency prices (Beta). Commissions surged during bull markets, while trading slumped during bear markets. Investors viewed it as 'leverage for the crypto market.' Future (infrastructure-driven): With a national license, its **subscription and service revenue (Subscription and Services)** will become the core. Data from Q1 2026 shows that this portion of revenue already accounts for nearly 50%.
Logic: As a national trust company, it can legally manage massive institutional assets, handle stablecoin settlements, and operate RWA (real-world asset tokenization). These businesses...
This transformation reshapes the long-term valuation logic of the stock price in the following three aspects:
1. Change in valuation anchor: From 'Beta' to 'Alpha'
Past (transaction-driven): Coinbase's stock price was highly dependent on market volatility (Volatility) and cryptocurrency prices (Beta). Commissions surged during bull markets, while trading slumped during bear markets. Investors viewed it as 'leverage for the crypto market.' Future (infrastructure-driven): With a national license, its **subscription and service revenue (Subscription and Services)** will become the core. Data from Q1 2026 shows that this portion of revenue already accounts for nearly 50%.
Logic: As a national trust company, it can legally manage massive institutional assets, handle stablecoin settlements, and operate RWA (real-world asset tokenization). These businesses...
Translated
5
$Micron Technology (MU.US)$ It's just garbage
Translated
Jack 牛牛
liked
$Micron Technology (MU.US)$ Micron is the national team of US memory stocks. As long as AI continues to surge, its performance will remain explosive. Continue holding, finalize your plan, and buy on dips.
Translated
4
2
$Micron Technology (MU.US)$ Four words: beyond saving
Translated
Jack 牛牛
liked
$Micron Technology (MU.US)$ by april end can see 470 !!!
4
1
Jack 牛牛
liked
$Micron Technology (MU.US)$ JUST HOLD… You will regret soon if you sell… just ignore the dip… it will recover.. MICRON IS VERY GOOD STOCK … PATIENCE IS THE KEY ..
13
4
Jack 牛牛
liked
The new compression technology from Google and the situation with Hynix, the two negative factors seem to have been partially absorbed. Most importantly, the president should stop sending out petty messages.
Translated
5
1
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)