FortuneTeller42

vip
Age 5.6 Year
Peak Tier 2
On-chain data fanatic analysts, obsessed with monitoring Whale Wallets. Spending all day studying various indicators and charts, only to ultimately miss all the pumps due to fear of missing out. Focused on predictions but never act according to them.
The A-share market's semiconductor equipment ETFs have skyrocketed in the past month,
Forget about buying individual stocks,
These ETFs hitting the daily limit is something I never would have imagined.
View Original
post-image
  • Reward
  • Comment
  • Repost
  • Share
This person perfectly matches the mental state of Korean investors as imagined.
View Original
post-image
  • Reward
  • Comment
  • Repost
  • Share
AI has a bubble, but it won’t burst until AI smoothly replaces all white-collar jobs. Still a long way off.
All the dirty and heavy work will be done by AI robots,
all the complex and time-consuming mental work will be done by AI,
current agents are still very dumb.
AI hasn’t even become widespread in everyone’s daily life yet.
The work you’re doing now hasn’t been replaced by AI,
which means the bursting of the AI bubble is still far away.
AI hasn’t even understood the physical world,
it’s only struggling within the realm of text and virtual space.
A dip now and then is norm
View Original
post-image
  • Reward
  • Comment
  • Repost
  • Share
The combined market cap of the three memory companies—Hynix, Samsung, and Micron—should be worth more than Nvidia.
The three companies can sell DRAM directly without making HBM,
but if Nvidia doesn't buy HBM, its revenue goes to zero.
The party with greater bargaining power should enjoy a larger market cap.
View Original
  • Reward
  • Comment
  • Repost
  • Share
  • Pinned