币圈老腊肉1688-kevin

Many brothers still don’t know how to add our exclusive chat room

In the group, we’ll share 5x and 10x opportunities in US stocks

For those who like to trade shitcoins and hunt “妖币” (dubious coins), sometimes even 100x coins appear—there are limited spots; when the group is full, you won’t be able to join

Scan the QR code with the Binance app or click 点击加入我的专属聊天室一起搞钱 to join

Let’s accumulate knowledge during the bear market, and get rich together in the next bull run

$AMAT Application Materials night session rises 5%

On the news front, Application Materials announced a product line of 3D chip manufacturing equipment for AI semiconductors, mainly focusing on areas such as high-bandwidth memory (HBM) and chiplets.

Meanwhile, Susquehanna raised its target price for Application Materials significantly from $575 to $900, which is the highest target price on Wall Street at the moment: $AMATon

Messages before $TAIKO were hacked

And they also went short for a round; now they are pushing the price up—I'm guessing they are about to release an announcement soon

Now they have accumulated enough positions, and good news may be coming out

$AAVE tokens are “bank shares”! Can AAVE catch up this round?

The reason is simple—there are only three hard logics for being bullish on AAVE:

1. Revenue converted into tokens—token captures real cash flow. Annual revenue is $134 million, 100% flows to AAVE. The story shifts from a “governance token” to “bank shares.”

2. Standard Chartered stands on stage in person—valued using the “automated bank” model. Institutional logic starts applying the PE framework; it’s no longer pure retail speculation.

3. Big whales are buying—one address just withdrew 12,883 tokens, and after another whale got liquidated, they added 24,000 tokens. Smart money is already moving. #AAVE涨13.16%至$94.32

July 30, $AIGENSYN 6, according to an official announcement, Korea will launch spot trading for Gensyn (AI), supporting trading pairs in KRW, BTC, and USDT.

Hong Kong stocks, Dida Travel’s shares up more than 90%

Hong Kong stocks: Dida Travel’s shares rise more than 90%. On the news front, Tongcheng Travel announced that it will acquire Dida Travel for more than HK$1.4 billion. Based on the share offer price of HK$1.3875, the total value is HK$1.424 billion.

$CAP before said it was going to ambush it at Han Market Place; now it really has been listed.
Hurry up and enter the market for an extra move!

On June 30, according to an official announcement, Han Market Place will list the CAP Korean Won trading pair.

$PUMP Pump strong takeover repurchase; short-term long logic is valid

1. Huge repurchase as support: Cumulatively repurchased over $400 million (145.5 billion tokens), and has continued for 346 days without interruption—strong buying momentum.

2. Strong fundamentals and profitability: Since launch, total revenue has reached $1.05 billion; costs are low, and there is a steady supply of “ammunition” for ongoing repurchases.

3. Burning drives deflation expectations: 50% of net revenue continues to be used for repurchases and token burns; circulating supply keeps shrinking, and the supply-demand relationship continues to improve.

$SKHYNIX $KORU $SAMSUNG Korea KOSPI index decline widens to 2%

Samsung Electronics fell 0.4%, and SK Hynix fell 3%.

On the news front: Samsung and SK Hynix plan to invest $1.3 trillion over the next 10 years to expand production capacity.

$SPCX SpaceX gains 7%! Not just the Nasdaq index—markets are betting it will go from “making rockets” to “selling computing power”

Yes, getting into the Nasdaq does bring passive buying, but what really excites the market is that it signed big AI computing-power orders from Anthropic and Google. In one year, it essentially pockets $28 billion in revenue—directly transitioning from a “money-burning rocket maker” to a “computing power landlord.”

On top of that, Starlink earned $3.3 billion in the first quarter, with a gross margin of 63%—a cash-cow for sure.

But to be fair, with a price-to-sales ratio of 107 and a net loss of $4.9 billion last year, this valuation has already priced in the next three to five years in advance.

In the short term, it may still ride index effects to push higher, but once the July 7 quiet period ends, the real battle between bulls and bears will begin.

$ASML $AMAT $SOXL South Koreans smash $1.3 trillion to build storage— from an industry-chain perspective, which US stocks are the biggest winners?

Samsung and SK hynix are serious this time: a decade of investing $1.3 trillion, and DRAM capacity doubling in five years. Let’s break down the winners directly from the industry chain.

Lithography (the “money-printing” machines)

· ASML: High-NA EUV lithography is a hurdle you can’t get around for HBM and advanced process nodes. If capacity expands, you buy—no alternative, and it’s a monopoly business.
· Tokyo Electron, Nikon, Canon: Japanese lithography “backup” players; when ASML eats meat, they get the soup.

Etch + deposition (the carving tools and bricklaying)

· LRCX (Lam Research): Strong in both etch and deposition; 3D stacked-etch steps double—this is the big winner.
· AMAT (Applied Materials): The heavyweight in PVD/CVD; also used in CoWoS packaging. A “through-train” player.
· JUSUNG, TES: Korean equipment makers; they ride the domestic expansion upside in China—high elasticity but also more volatility.

Metrology and inspection (quality-control staff)

· KLAC (KLA): King of yield management. The more complex the process, the more indispensable it is—strongest order certainty.
· ONTO: Advanced packaging optical inspection; benefits along the CoWoS-L route.
· CAMT: Small-cap with big elasticity; the style leans toward “trading/speculation.”

Cleaning + special processes (the cleaning crew)

· ACMR (ASM International): A mainstay in cleaning equipment. Valuation is relatively low, with an expectation gap.
· VECO: MOCVD and packaging equipment, used in advanced packaging and compound semiconductors.

Back-end packaging (the packaging folks)
The back-end targets in the picture are mostly testing/packaging plants (equipment buyers). The true beneficiaries are back-end equipment names. The corresponding equipment is TCB equipment (thermal compression bonding)—core equipment for HBM stacked packaging. Orders are already surging.

From an industry-chain perspective: ASML, LRCX, and AMAT are the obvious “big brothers,” with the strongest certainty; KLAC is a must-have for yield—balanced on offense and defense; ACMR and CAMT are more theme-driven “games”—high elasticity, but your heart has to be steady. Don’t go all-in at once; wait for pullbacks and scale in batches. This round is a “national will + corporate capacity expansion” double push.

$MU $TSLA $SPCX US stock closing summary: Korean storage giant expands capacity, equipment stocks lead gains, and sentiment turns around

Micron Technology (MU): Highest trading value. Publicly sparred with Apple over pricing of memory chips. Micron’s CEO said that even after Apple’s purchase price rose from $5 to $50, Micron still charged customers an additional $250; Apple, meanwhile, attributed the price increase to supply-chain cost pressures.

Tesla (TSLA): Shares surged by more than 8%. The market is waiting for Q2 delivery data to be released in early July—an important test of whether its auto demand recovery is sustainable.

SpaceX (SPCX): Shares rose by over 7%. It confirmed it will be added to the Nasdaq 100 on July 7, expected to attract approximately $4.3 billion in passive fund inflows.

Google (GOOGL): Shares rose. It officially replaced Verizon as a constituent of the Dow Jones Index, becoming the fifth of the “Magnificent Seven” to join the Dow.

Other developments: Applied Materials (AMAT) hit an all-time high, benefiting from South Korea’s massive semiconductor investment plan; UBS raised its target price for TSM (TSM) to $455 and maintained a “Buy” rating.

$QQQ $SOXL $SPCX Market sentiment is showing signs of recovery, and all three major U.S. stock indexes rose together

The Nasdaq rose 2.07%, the Dow Jones rose 0.59%, and the S&P 500 rose 1.17%

Most popular tech stocks finished higher. Tesla rose more than 8%, SpaceX rose more than 7%, and Google rose more than 4%.

The Philadelphia Semiconductor Index rose more than 3%. KLA rose more than 11%, Applied Materials rose more than 10%, ASML rose nearly 5%, Micron Technology rose more than 1%, after having fallen by more than 9% earlier.

$BTC $MSTRon $MSTR 左右手互搏？微策略卖币回购，是神操作还是死循环？

Last night, the repurchase of MSTR shares caused quite a stir. In the end, the stock price closed up nearly 13%, but Bitcoin’s rebound had limited strength.

This all looks complicated, but it comes down to one sentence: it used to issue shares to buy Bitcoin; now it’s starting to figure out how to sell Bitcoin to buy stocks. Sounds nice as “liquidity management,” but at worst it’s being pushed by interest.

Where does the money come from? Why sell?

MicroStrategy’s average cost for Bitcoin is $75,600. The coin price is hovering around $60,000, so there’s an unrealized loss on the books. But what’s truly dangerous isn’t the paper loss—it’s the cash flow. That batch of preferred shares carries an 11.5% annual coupon, meaning $1.8 billion in cash dividends must be paid every year. Previously, it covered costs by issuing new shares to buy Bitcoin. But now the stock price has dropped 40%, and raising equity has become difficult.

So it came up with a “Bitcoin monetization plan,” authorizing the sale of up to $1.25 billion worth of Bitcoin to bolster the U.S. dollar reserve, pay dividends, and conduct buybacks. This is only authorization so far—no actual selling yet—but the “iron rule” of “buy only, never sell” has been broken.

What do institutions think?

Grayscale’s research chief said this authorization can cover the next two years of cash outflows, actually easing liquidity concerns. Big players like BlackRock and Vanguard have stepped up with real backing—combined holdings exceed $10 billion. For them, MSTR is essentially a “Bitcoin-leveraged ETF.” As long as the Bitcoin narrative remains intact, there’s a case for allocation.

But Grayscale also sounded a warning bell: if Bitcoin keeps falling, this setup—“borrow to buy Bitcoin, pay interest backed by Bitcoin price appreciation”—can easily slide into a death spiral: Bitcoin falls → sell Bitcoin to plug the gap → Bitcoin falls again → sell again. When Grayscale says it, it carries extra weight—because it also holds more than 800,000 Bitcoins.

Who’s on the other side?

The most well-known short on the record is Jim Chanos. He shorts MSTR while simultaneously going long on Bitcoin, betting that the “premium” of MSTR’s stock price versus its net asset value will narrow—not that Bitcoin goes to zero.

MicroStrategy’s share buyback doesn’t worry institutions in the short term, but longer term it’s essentially a bet that the Bitcoin narrative won’t break. If you believe $60,000 is the bottom, you play along; if you don’t, you short it.

#Strategy授权20亿美元回购

Check the logic

$MU $AMAT $KLAC Samsung and Hynix are showering money to expand capacity—who in the U.S. stocks will be next to feast? These are the “obvious picks”

Fellow folks, Korea’s two memory giants are about to pour in several hundred billion USD to expand. With this kind of windfall, someone in the U.S. market is definitely going to pick up the leftovers. Don’t just drool over the K-line charts of Samsung or Hynix—see who benefits the most.

First: Micron Technology (MU). A clear “follow-the-leader” candidate.
What does Samsung and Hynix expanding signal? It signals that AI memory demand is insanely strong. Micron, the No. 1 memory player on U.S. soil, has HBM capacity that can directly sell out until 2027, with long-term contracts providing a guaranteed floor. As long as these good times keep going for the other three, Micron won’t miss out on a share of the soup. But note: its stock price has been jumping around lately like a monkey—don’t blindly chase. Wait for a pullback and buy closer to the moving average for something steadier.

Second: the equipment chain—ASML, Applied Materials (AMAT), Lam Research (LRCX), and KLA (KLAC).
This is just like the gold rush, where people sell shovels and picks. When Samsung and Hynix are spending billions of USD, what they’re buying is basically everything from lithography machines to etching equipment and inspection tools. “All-around supermarket” equipment suppliers like Applied Materials can land orders like crazy. As long as expansion doesn’t stop, they’re the ones lying back counting money.

Don’t just think about “getting fed.” Also watch out for getting hit.
Now the market has a new plotline: “sell off companies that are spending extravagantly.” Big tech’s capex is getting too aggressive—Microsoft, Google, and others are also feeling the pinch. If the ROI on AI investments falls short of expectations and they start cutting orders, the whole memory supply chain will all shudder. On top of that, Samsung, Hynix, and Micron are facing U.S. collective lawsuits, accused of manipulating DRAM prices—this is a potential landmine.

Overall, memory chips: the long-term logic is solid, but short-term volatility is high. If you want to get on the train, U.S. stocks like Micron and equipment suppliers that “sell shovels” like Applied Materials are what to watch. But remember: even good stocks need a good price. Wait until panic selling creates a bargain before reaching in—being less comfortable when chasing highs is much better than buying at the top.

U.S. semiconductor equipment stocks see widening gains
Applied Materials is up nearly 8%, hitting a historic high; KLA is up more than 5%, and Lam Research is up nearly 5%.
This logic is unbeatable: when memory chips rise, companies upstream in the industry chain follow higher;
Samsung and SK hynix are expanding production, and they still need their materials and equipment—these companies surge higher against the tide.

$AMAT $KLAC $LRCX

US stocks “Magnificent Seven” index maintains gains, up nearly 2%

Tech giants “MAG 7” rise collectively: Amazon up more than 4%, Google A, Tesla, and Meta up more than 3%, Microsoft up nearly 2%, while Nvidia and Apple slip slightly.
$AMZN $GOOGL $TSLA

After the U.S. stock market opens, most storage stocks pull back

SanDisk’s decline widened to 8%, while Micron fell more than 6%. Previously, Micron faced a class-action lawsuit for allegedly manipulating memory prices and restricting global supply.
$MU $SNDK $DRAM

$QQQ $SPCX $SOXL
The three major U.S. stock indexes opened higher, with the Nasdaq rising 0.76%

Comcast surged more than 16%, announcing that its media and technology businesses will be spun off into a separate listed company. SpaceX rose more than 2% and will be officially included in the Nasdaq-100 Index starting July 7