企鹅豆

Officially launching the Alpha paid group, annual fee 100u/person.
But I'm not a forever-profitable trader.

The first asset shared in the paid Alpha group tonight, Figma, has spiked 6 points. It's really making me feel like a forever-profitable trader.

If you want to join the group, hit me up, 100u for a year, I'm serious about making money.

Corning surged one after another. As a core mandatory supplier of AI optical interconnect underlying glass substrates and optical fiber preforms, it is definitely a tight-chip bottleneck target in this sector.

With the emergence of GlassBridge’s new glass-bridge technology, Corning has been put right at the center of the AI hardware core stage.

On June 4, I dug into Corning during my research and forecasts—20 whole days earlier than this breakout. Unfortunately, the stock performance was sluggish at the time, and I had no idea the company would roll out this disruptive new product.

It truly proves the old saying: it’s better to come at the right moment than just come early.

Who would’ve thought Corning would hit a new high today while the market is shaky?

Corning is solid, and it’s a leader in AI fiber optics, but the revenue from its AI production line is just too low, locking it into the second tier.

I'm thinking, why do two people together always have to get married or have kids?

Can't it be like computer hardware and accessories? Connect when needed, stick together when it works, and swap out for something new when it doesn't. This way, there's no sadness, no loss, no fear of missing out. You can take it apart anytime, and even if there are traces left, just format it and it's all good. So easy, right?

Just as I expected, Hynix has started to pull back; this is a healthy market trend. Patience is key, and remember to time your entry when the dip hits hard.

It's been a while since I talked about myself. Ever since I hit a rough patch, every day has been a grind, feeling really down, my temper's been super short, and I'm quick to snap at people, full of pessimism.

Besides trading, I usually keep to myself and don't care much about everything around me. Things that used to scare me now I can face with a laugh.

I used to struggle to understand those extreme situations, but now I get it; for someone who's grinding through it, that's a solid way to find relief.

I always thought my son was too young and what would happen to him without me. Last week, I went to pick him up from school, and he didn't say where he was headed. As soon as he was out the gate, he bolted and vanished into the crowd. I spent about 20 minutes hunting for him, couldn't find him anywhere. At that moment, I thought, this is it, my son's lost. Then he came running out of an alley, holding a bag of cards he just bought. I was fuming. It was raining, so I tossed him the umbrella and walked home in the rain, leaving him behind. When I got home, I even grabbed a belt and gave him a few smacks. I ignored him for two days, didn't say a word. After those two days, I let it go. Maybe without me and my daily restrictions, he’s actually happier. As for his education and the opportunities as he grows up, there's not much I can do; everyone has their own path.

There are other things that are hard to talk about, so I won't mention them. It's embarrassing to share, and though I've lost all dignity, I still want to save a bit of face.

I really feel useless; how did I let my family, life, and work get so out of control? Those people I worry about, those things I can't let go of, I now realize they don't matter anymore. So what if I'm not satisfied? I gotta face reality.

Today in the afternoon session, Hong Kong stock Yaojie Ankang plummeted 57%. I entered a small position at HKD 11.95, but it dropped too fast, way too much in a single day. This situation with Yaojie is reminiscent of last year's REPL crash.

Yaojie Ankang's new drug is currently in the phase of submitting its listing application and hasn't even entered mass production or marketing yet. There are no revenues or profits, just burning cash on R&D.

The stock was listed last July at an issue price of HKD 13, skyrocketing to HKD 679 at its peak. This kind of gain makes even the meme coins in the crypto space look pale in comparison. The crash was triggered by a massive volume of lock-up shares being released, causing panic selling.

My buying logic was to play for a rebound, but now I'm stuck and not sure if I'll get buried. DYOR.

Seeing the flood of tweets about tomorrow's bullish confidence in Hynix, I'm damn tempted to short it, but it’s not the right time yet.

From $1160 to $1944 in one go, that’s a 68% pump in two weeks! When it was low, you guys didn’t FOMO, and now at the highs, you think it can just keep mooning, rushing to place orders.

This pump hasn’t seen a proper correction yet, but the daily candles haven’t urgently spiked to the top. There will definitely be a deep pullback coming, and that’s when I’ll jump in, giving me enough safety margin to let the bullets fly for a while.

Back in the day when launching meme coins, especially when trying to ride the coattails of big influencers' viral content, the biggest hassle was the disconnect between the meme community and the event's main character.

Take Vitalik Buterin as an example; you had to send him some coins to grab his attention, but while the event and hype were his, capturing the fees directly from him was a challenge, lacking core driving power.

Now, sa1t has launched a one-click coin issuance feature directly on the X platform, completely solving this pain point. Anyone who spots a hot event or viral tweet can instantly issue a corresponding meme coin on the v4 hook, merging the event and the meme coin into a single narrative rather than keeping them as parallel lines. The meme coin grows directly from his content, and he can also receive real economic returns. Regular users looking to ride the hype no longer have to jump through hoops; they can issue coins directly from the original tweet, respecting content creators and making the issuance of meme coins more natural and fair.

Moreover, the platform coin $SA1T of the sa1t launchpad plays a role in capturing underlying value during this process. It seizes opportunities from transaction fees, tying the growth of the entire ecosystem to the value of the platform's token.

Personally, I believe this feature has injected soul into the sa1t launchpad; it’s no longer just a cold tool for issuing coins, but truly understands the essence of meme coins. Meme coins never just appear out of thin air; they need to be tied to real content, real events, and real people to have vitality.

Additionally, sa1t has strategically positioned itself as the first launchpad on the Ethereum mainnet V4 hook, becoming a foundational project in the v4 hook lane.

Sa1t has launched a one-click token issuance feature on platform X, which significantly boosts the chances of sa1t's launchpad going viral. Moving forward, when hot topics or celebrities issue tokens, we can expect another Ethereum mainnet race to pop up. This play is super simple; just tag sa1tbot, write the token name + code in your tweet, and you can directly issue tokens from X. The creator fees are automatically distributed to X users, and you can claim them by connecting your X account. Although Solana and BNB chains had this feature a couple of years ago, this is the first time it's being implemented on the Ethereum mainnet with Uni V4 Hook, which adds considerable value. I've already jumped in with a good old 200U. DYOR

ca:0x2d61bbbe5ad9a8f18fef35940301fd24f143a72b

01 A significant amount of trading between a market cap of 2.2M to 2.7M can still hold steady, that's pretty impressive.

Looking at the price action, it's clearly a growth pattern driven by grassroots efforts and a strong community.

Last night after O launched, Captain Penguin sent out a fishing signal at the 0.3 level. The first wave was weaker than expected, so the Captain issued a stop signal.

When he noticed everyone was counter-trading, the Captain decided to take another risk. Luckily, this time he got it right, and it climbed to 0.5.

However, in the end, it turned out that Captain Penguin's vision was still limited; it shot up from 0.5 to 0.7.

When the reserve pool of 01 hits 2 million USD, minting will stop, leaving only the redemption feature. 01 will enter a fully liquid secondary market state, with the reserve pool perfectly supporting the token price and continuously pushing it up. The current reserve pool is 879,501 USD, and market consensus is collaboratively driving 01 to complete the mint, creating a huge pump.

01 First experience, this is just a copycat project of sato
01 Deep dive, wow, the design is so clever
01 Final experience, amazing, opening the hook ceiling, this is it!

I held onto my freedom of Money for two weeks without any movement, last night I liquidated my position, and just now I saw it pumped 15 points. I did a quick search and found out that two big bosses were going at it again. Turns out, drama can pump the market too!

Is making bank more important than catching some Z's? I totally missed out on a solid pump today.

Woke up at 6:20 AM to check the charts, saw Hynix drop to 1528, and I jumped in to buy. But I stayed up till 2 AM last night, so I was feeling sluggish and worried the market would keep dipping, so I just closed my position and went back to bed.

By the time I woke up at 7:10 AM and checked the charts again, the price had already shot up to 1600. I figured it was climbing, so I decided to sit on the sidelines and not re-enter. Now the price has rallied all the way to 1670, and I've let that golden opportunity slip right through my fingers.

It's frustrating, I really wanna make money! How could I possibly keep sleeping? If I had just stayed awake, I could've ridden that wave!
$SKHYNIX

01's trend is super healthy, likely to finish strong. I regret not buying more. What Sato couldn't achieve, 01 is set to accomplish, and we’re all here to witness it.

The mint cap supply is ≈ 20,790,000 of 01. Based on the price curve, the capped market cap is around 6 million USD, corresponding to a coin price of 0.303, while the current market cap is 1 million USD.

Nokia is clearly an old-school telecom giant with solid fundamentals and qualifications, yet every time AI optical communication markets explode, it always lags behind the market leaders. Why is that? Today, I'm here to break down the core reasons behind this.

Some folks think Nokia is just a mobile phone maker, while others believe it's a pure AI optical communication stock, but both assumptions are off the mark.

Let's take a look at the financials; Nokia's business structure is extremely fragmented. Nearly 80% of its revenue comes from traditional telecom operations, including 5G base stations, broadband for carriers, routing equipment, and basic network services. This segment is a mature, low-growth cyclical business, heavily influenced by global carrier capital expenditure cycles, with slow, consistent growth and limited expansion opportunities, which has been a long-term drag on the company's overall performance.

In contrast, the booming high-growth optical network business that benefits from current AI computing power and high-speed transmission only accounts for about 18%-20% of revenue.

Understanding this structure reveals why it’s weak.

The most imaginative, explosive growth in AI fiber optics only makes up 20% of the company, while the remaining 80% consists of low-growth, low-elasticity traditional telecom operations. To put it bluntly, you can’t leverage a high-growth sector making up 20% to pull along 80% of traditional legacy business—it just doesn’t work.

Even if the AI fiber segment performs spectacularly and has a full order book, the incremental profits and growth will be diluted and flattened by the massive traditional business. This leads to Nokia's overall performance being extremely inelastic, completely unable to compete with the pure leaders in the sector.

Thus, Nokia is merely a second-tier follower in AI optical communications, not a core leader in the first tier.

We can confirm this through the secondary market; whenever the first-tier leaders in AI optical communications surge by 10%, Nokia typically only follows up with a 5% increase, effectively halving the gains.

Money is smart; it always prefers tickets that are pure-play, with high growth potential and sufficient elasticity.

First-tier companies like COHR, LITE, and AAOI are almost entirely focused on AI optical modules and high-speed optical interconnects, with performance and valuations tightly linked to the high-growth AI sector; whereas Nokia is essentially a traditional telecom behemoth with just a small slice of AI optical business, which is just structural drag.

Now you see why Nokia is floundering.
$NOK

A lot of folks haven't realized that SpaceX just acquired the AI programming platform Cursor developed by Anysphere for a whopping $60 billion in all-stock deal, which has lit a fire under the SaaS sector.

In the SaaS arena, Figma is definitely a key player you can't ignore. FIG has stable profits, positive cash flow, and a market cap of $9.6 billion, fully circulated. However, investment firms have locked their shares until August 31, 2026, tightening the supply.

The stock price is $18, down 88% from its all-time high. If we benchmark against Cursor's valuation levels, FIG's fair price target could soar to $49.

I bought 200u of $01 at 0.058 this afternoon. I was eyeing this project for a few days, but I couldn't snag it through the web interface on the official site. I kind of gave up, but this afternoon, I remembered and checked again. It hadn't tanked, which is great; it survived the test. Finally managed to buy it through the mobile site.

Dog Brother
@jingouwang888
There are more detailed articles over there, and I took some time to learn about it. The project has a lot going for it; it's not just a pure pump and dump meme coin. It combines a price appreciation mechanism with real reserves. The core logic is that the money used to buy $01 isn't just to give others sell chips; it all gets locked into a public, transparent reserve pool. The funds in this pool will automatically accrue interest, so the pool will keep growing, effectively raising the floor price for all holders.

The price uses a bonding curve mechanism, meaning the more people buy, the higher the price automatically goes. Starting from around $0.015, it can go all the way up to about $0.30. When selling, it will also burn 0.25% of the tokens, which will gradually reduce the supply. Compared to sato, it adds a privacy feature: once $01 is deposited into the privacy pool, the on-chain balance and transaction records become completely invisible, only you can see it using the viewing key in your local browser. This is quite rare on Ethereum.

Additionally, the project has created a lending market where you can use $01 as collateral to borrow USDS, with a maximum loan-to-value ratio of 35%. The interest generated from the funds in the pool also adds value for all token holders. The team tokens have no pre-sale, no admin privileges, and the contract is non-upgradable; all the rules are hard-coded on-chain. Currently, the project is still in its early stages, the curve price isn't high yet, and the reserves are slowly accumulating.

Right now, playing on-chain, the biggest fear is a rug pull, but so far, this project seems to have avoided that issue. I'm going to give it a shot.