TaiBai

If one day China successfully breaks through EUV lithography machines,
ASML will lose 90% of the mature process market
and face bankruptcy directly.
Don’t ask me how I know—
because I’m shorting.
Shorting means you have to spread FUD.
$ASML

The significance of KIMI 3 being open source
It’s not meant for you to run the big model yourself
Snotty, sarcastic idiots everywhere—pretending to know how much money it takes to buy the hardware needed to run KIMI 3

Short essay on the thousand-character mark!
Changxin goes public
Why is it a stage bearish catalyst for the US-listed storage sector?
1. Industrial logic: Financing for expansion shocks the supply-demand pattern, compressing profit margins
Storage chips are highly cyclical and capital-intensive; profitability depends on supply discipline.
Changxin’s IPO fundraising will pour heavily into R&D and capacity expansion for advanced process nodes such as DDR5 and HBM, directly breaking the weak balance among Samsung, SK hynix, and Micron of “controlling utilization and protecting prices.”

Can you not keep blocking the rash?
Your original family just likes to keep blocking the rash.
They just love to snipe the bottom.
Isn’t 60k not enough to miss?
This is only down a little, and you’re already buying the dip.
If you keep sniping—go ahead and get wiped out.

Since things have turned out like this, the most sorry thing is the family.
🥹

AI storytelling is still ongoing
Storage isn’t available for now, don’t cry and whine
Opportunities are elsewhere

The moment I opened my eyes, crypto crashed too.
🥹

1️⃣ Industry logic
2️⃣ Capital logic
3️⃣ Sentiment logic
From the three aspects above, analyze why Changxin’s listing is a stage-level negative for the US stock storage sector.
Think about it, friends.

Which platforms offer U.S. stock contracts?
Right now, many crypto exchanges only list spot trading for most coins

长鑫上市
标志着整个存醋板块
阶段性的高潮全部完成
再过一个月
没有人会再提存储了
就像今天
已经没有人提 $SPCX