哲学脚下投资

Micron, SK hynix, and Samsung jointly face a U.S. lawsuit over allegations of conspiring to cut DRAM production capacity, artificially driving up storage prices. In the future, they may not only face fines—price hikes in storage could even turn into promotions. Here’s the question: do you think this fire in memory chips is just getting started, or has it already burned out?
#三星 #美光 #存储 $MU

Apple product lineup price hikes—do you think this is good news for the stock price so you can bottom-fish? Don’t dream it. This is exactly the beginning of you becoming a “bag holder.” You only see the cost shift brought on by rising memory prices, but you don’t see the deeper signal—global consumer electronics demand is collapsing. With costs rising and unit sales falling, companies’ profits are squeezed from both sides. What you think is good news is actually the prelude to a Davis double kill #苹果涨价 #苹果 $AAPL

SpaceX stock price has tanked, and it's not that Musk has lost his touch, but rather you’re stuck in the FOMO loop of buying high and selling low! Right now, those who are bagholding are anxious about whether to cut losses, while those in cash are scared they’ll miss the boat. But have you considered that it’s not the stock price that’s tormenting you, but your own desires? #SpaceX股价下跌 SpaceX has evaporated $600 billion, and SPCX pre-market trading is down 17.44% to $148.34.

Micron Technology is skyrocketing, but what you're chasing isn't the candlestick, it's the illusion of desire! Schopenhauer once said, people are like a pendulum of desire; when they can't have something, they suffer, and when they do, they get bored. Chasing Micron at these heights is like falling into the collective illusion of the 'AI power frenzy.' We often think we can outsmart the market, but in reality, we're just battling the 'herd mentality' deep within human nature. For that fleeting thrill of fear of missing out, you might just catch the last stick! #美光 #美光科技 #美股超话

SpaceX is continuing to tank, and it's looking like it's about to retrace to the $150 IPO price, leaving countless believers shaken. So, when the red flags of faith are flying, will you be the one getting swallowed by panic, or will you be the one staring down your own desires? #SpaceX #马斯克的传奇人生

On the second day of SpaceX's IPO, it skyrocketed nearly 20%, while the A-shares in the aerospace sector are flat on the floor. Do you think this is a good opportunity to buy the dip?
#SpaceX #航天板块

Meeting Xiao Mian is suing 'Yu Jian Xiao Mian', intending to make a quick buck, but what happened? The market cap evaporated by tens of millions at one point. This is the modern karma of 'picking sesame seeds and losing watermelons'! By the way, was it right for Meeting Xiao Mian to do this? #港股 #股票

SpaceX's first day on the exchange shot up and then retraced. How many FOMO traders got caught in the hype? Don’t rush to check your account; first ask yourself: when you placed your order, did you see the future or were you blinded by greed? Are you willing to wait another two weeks, or will you keep getting liquidated by emotions? #SpaceXIPO各行承销费约1亿美元 #SpaceX #马斯克概念

Adobe's Q1 earnings clearly beat expectations, but the price tanked instead, hitting a seven-year low. Do you know why? Can you still trust the numbers on paper? Is it time to buy the dip now? #美股超话 #Aİ #Adobe

Oracle's capital expenditures exceeded expectations, causing a stock price crash. What's crucial to watch out for is that when the AI narrative runs out, speculative funds will start fleeing, and every share you bought at a high price will turn into a hot potato. Stop using 'HODL' as a crutch; if you pick the wrong asset, time won't be your ally—it's more like a dull knife slowly cutting into your profits #美股超话 #Aİ #甲骨文

Intel is set to drop new AI chips by the end of the year, making a bold move against Nvidia, and the stock price is reacting to the news. But the Dunning-Kruger effect has already revealed the truth—less capable folks tend to overestimate themselves. Intel is three years behind in the AI training chip game, and its ecosystem is almost non-existent. What do they have to shake Nvidia's CUDA moat? This isn't a challenge; it's like trying to break the castle walls with a wooden sword! #英特尔 #英伟达 #AI

SoftBank's dropping cash to build Europe's biggest AI data center in France. Can Masayoshi Son hit the jackpot this time? Is this going to be the next public chain scam? Is global hot money just covering up for fake demand? #美股超话 #Aİ #软银集团

NVIDIA teams up with MediaTek to launch AI PC chips, causing Qualcomm's stock to plummet 10% in an instant, evaporating $80 billion overnight—once the king of Snapdragon, now backfiring from its own AI tech, hinting at an internal collapse of AI. Just like Hegel said: the internal contradictions of all things are the root of destruction. Who do you think will be the next to be internally wrecked by AI? Apple, Microsoft, Google, or Micron? #美股超话 #Aİ #英伟达

Micron has shattered the thousand-dollar mark, and everyone's asking: can we still chase it? However, history never lies. Chasing highs can ruin three generations, while buying the dip can make you rich for life. But the real killer is: you have neither the discipline to chase the highs nor the patience to wait. If you're itching to trade, do this now! #美股超话 #AI #美光

When the top ten US stocks are completely dominated by AI giants like Nvidia, Microsoft, and Apple, and even Berkshire and ExxonMobil get swept aside, this isn’t prosperity; it’s the most dangerous "cave illusion"—you think you see it all, but you’re just staring at the projection on the wall.

Before the internet bubble burst in 2000, wasn’t the market cap leaderboard filled with Cisco and AOL? What happened then? Ninety percent of small and medium enterprises vanished into thin air, leaving only a few giants standing.

Are you really choosing to add to your position at the top of the bubble, or are you flipping to lay down positions on forgotten gems from the "old economy"? #美股超话 #Aİ #英伟达 $NVDA

The ChiNext index hit a new high and even surpassed the Shanghai Composite for a while, but how many folks actually made profits from it? Did your account outpace the market? #股票 #A股 #创业板

Eight departments team up to crack down on illegal cross-border brokers, implementing a full exit strategy, only allowing 'one-way sell-offs and fund transfers.' Stocks of brokers like Tiger and Futu have tanked—any chance for a recovery in the future? #富途证券 #老虎证券 #港美股分析

The SEC has officially announced a significant reduction in the listing requirements for small and medium enterprises. At first glance, it seems like a lifeline for innovative companies. But let me tell you—every inch the bar drops, your chances of hitting a landmine soar an extra mile! #美股超话 #SEC #IPO

SpaceX just dropped its IPO filing today, valued at $1.75 trillion. Most folks think we're about to witness a historic IPO, which is a major bullish signal, but little do they know it’s a super liquidity siphon, draining funds from the global financial market #SpaceX列全球第七大比特币持仓公司实体 #SpaceX #马斯克的传奇人生

Jia Yueting has been talking about "returning to the country next week" for 8 years, and now we haven't even seen a shadow of him. This time he’s hyping up the robot myth; are you choosing to believe Jia Yueting's PPT or the hard evidence of cash flow and delivery numbers? How many are willing to get burned again? #贾跃亭 #机器人 #特斯拉