WalletInspector

How to view SK Hynix listing on Nasdaq? How to operate after the listing?
What is the reason for the current storage sector plunge? What is the overall impact?
The world's strongest storage stock, yet it chooses to list precisely when the entire sector is at its worst?
The storage sector has seen another bloodbath in the past two days. The Philadelphia Semiconductor Index dropped over 4%, SanDisk fell 7%, Micron and Seagate dropped 4%. And just two days later, on July 10, SK Hynix will land on Nasdaq with an ADR,
ticker SKHY, raising up to $29.4 billion – one of the largest ADR/follow-

Some thoughts, reflections, and judgments on robots.
"We don't even have a dedicated chip for embodied intelligence."
Right now, robots are where autonomous driving was in 2016.
Recently, many friends in the Chinese-speaking internet have been discussing this sector. The A-share robot index surged 6% in a single day, with over 40 stocks hitting their daily limit, and 13 stocks doubling.
UBTECH's 990k-yuan humanoid robot has pre-sold 13k units. Tesla's Optimus is set to start mass production at the end of the month. Unitree's IPO registration has just been approved. Morgan Stanley has raised it

-- DCA into the Nasdaq: should you buy Q or TQ?
-- Q annualized at 19%? Can TQ reach 34%?
-- The returns are clearly higher, but why are people still advising you not to touch $TQ ?
I personally DCA into Q, and I’ve been telling everyone that DCA into the Nasdaq is all you need—don’t go messing around.
But there’s always a thorn in my mind: is this “just do it” really the best option? Is there a more aggressive way?
Today I happened to see an article on social media that ran the numbers and pierced this question with data.
@app_sail used AI to backtest the Nasdaq over 26 full years, from 2000

These past two days, the backend has been flooded with the same question:
-- How is the US stock market really doing?
-- Is it going to pull back? What should I do?
-- Can I hold my position? Has this asset changed?
I didn't reply to a single one.
It's not that I didn't want to, but the question itself is wrong.
You're asking about the market, but what you're really anxious about is your position.
In the same market today, seeing Samsung's profit increase 18 times while its stock price drops, seeing SK Hynix about to list but instead retreating, some people are wailing in the gro

Don't be pessimistic: Americans are completely tied to the U.S. stock market
Since Trump's account went live these past few days, I've seen a huge master plan, hahaha
The few things that happened in the U.S. these days look like separate events, but when you connect the dots, it's really a strategic game.
On July 4th, the 250th anniversary of the founding of the nation, Trump's account officially launched.
For American children born between 2025 and 2028, the government will deposit $1,000 per child in one lump sum, invested in stock index funds, which can only be withdrawn at age 18. So every

@bboczeng Health comes first!

@aleabitoreddit 🙏

Clearly demand is tight until 2028, so why are memory stocks falling every day?
This is a question from the backend memory guy. It's also the most frequently asked question in the backend over the past couple of days.
"Memory shortage until 2028, so why have Micron and DRAM been dropping like this recently? I'm holding and feeling anxious—should I cut my losses and run?"
I completely understand that contradiction. The fundamentals are ridiculously strong, but the charts are awful, and when two signals don't line up at all, people get shaky.
Everyone knows the memory fundamentals. Every company

【Node: US-China AI Moves Toward Separation】
Alibaba today asked all employees to uninstall Claude, effective July 10.
Add to that Anthropic’s recent complaint to the Senate accusing Alibaba of industrial distillation, of blocking Chinese users’ accounts, and that it was reportedly uncovered for secretly tagging Chinese domain names—
and most people treat it as gossip about two companies ripping their relationship apart.
In fact, this is also a landmark moment showing US-China AI has fully shifted from “competing on the same field” to “separate arenas with isolation.”
Two years ago, t

- Where is the market heading next?
Logic check: Non-farm payrolls came in shockingly low at 57k, and the rate-hike narrative was completely overturned overnight
When the June non-farm payroll data came out, I had just finished dinner, and the screenshots inside the group came even faster than checking the data myself.
57k. The expectation was 115k. Less than half.
As soon as the data was released, U.S. stock index futures jumped straight up, the 10-year Treasury yield plummeted, gold surged, and Japanese stock futures were smashed down.
In just a few minutes, the market accomplished

- Meta sells computing power, and you interpret it as an oversupply?
- If something is truly in oversupply, can you still sell it?
Meta says it will sell computing power, the market panics, semiconductors plunge,
I see many KOLs saying things like "Meta has started selling computing power, meaning computing power is no longer needed, meaning oversupply, run away."
??? My first reaction when I saw this reasoning was, there are several logical steps missing here.
Selling computing power and oversupply are not the same thing at all.
Let me first ask a very simple question.
If something is truly i

"Two years, ten times"? Can we chase Corning? What's the logic?
In the past couple of days, a lot of people have been DMing me about Corning, all because they saw Chuan Mu's "two years, ten times" post.
I've been following Chuan Mu for a while — he really knows his stuff when it comes to U.S. stocks. I was impressed when he went in with 2x leverage on SK Hynix — bold, heavy position, and solid logic.
So when he's bullish on Corning, I don't just brush it off. I went through his reasoning seriously.
His point is: Corning has essentially locked up the glass segment for next-gen AI compute — glas

2026 first half ends, did you beat the index?
Today is the last trading day of the first half, so let's do a routine review.
If you asked anyone at the beginning of the year which AI stocks to buy in the first half of '26 to make money, the answer would most likely be names like NVIDIA, Microsoft, and Google.
After all, the past three years have been led by the Magnificent Seven, so buying them seemed like a sure bet.
But looking at the data at the end of the half, the S&P 500 is up 8.5%, and the NASDAQ is up 11.1%. That sounds good.
Now look at the mid-cap index: the S&P 400 is up 1

Samsung and SK Hynix invest 1.3 trillion dollars,
The market responds with a sharp decline. What lies behind this anomaly?
Many Twitter users have probably seen this. Even I was taken aback when I saw it.
Samsung and SK are planning a ten-year, $1.3 trillion capital expenditure plan, pouring into semiconductor capacity, AI data centers, and physical AI, building 4 to 5 fabs in Gwangju, and expanding NAND and packaging in North and South Chungcheong.
I imagine many people’s first reaction would be, isn't this a huge positive? Over the past two years, any news of expansion at this scale