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Cindy
@CindyFinanc
Professional Securities Analyst
Assistant to Mr. Lee
For stock market analysis and investment inquiries, feel free to reach out.
New York
Joined February 2016
327 Following
864 Followers
895 Posts
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Hi, I’m Cindy👋
I break down the U.S. market and turn trends into high-probability trades.
📌No hype. No paid signals. Just clear analysis, strict risk control, and disciplined execution.
Serious about trading? DM me for my latest setups👇
https://t.co/wyrfZ3jmQ0
Did you seize the opportunity to buy during this stock pullback?
00326 has now pulled back to a very favorable price zone — it’s definitely worth adding more. You can buy at the current price tonight. I’m confident it will deliver excellent returns!
$MRVL $DRAM $COHR $MU $RKLB $LITE $GFS $NASA $ASTS $SNDK $CBRS
$NBIS and $TSEM released their results today, and both stocks saw significant gains. Members who have already purchased these stocks should sell them today.
$CBRS is about to be listed, and it will generate a lot of buzz. Its valuation will inevitably be high. We will decide whether to participate after the market opens based on the situation.
I have already informed my assistant of the latest Hong Kong stock trading plan today. If you also want to double your returns, please contact my assistant to obtain it.
$TSEM Still rising
$TSEM released its financial report today, which is worth our attention.
My recent calls in the group have once again proven very accurate. Even though the market saw a significant pullback, it is only a short-term correction. The underlying fundamentals are still strong and intact.
Friends who haven’t bought in yet can consider adding on weakness.
I continue to hold a very optimistic long-term view: our core holdings still have at least double the upside potential ahead.
This is based on solid long-term analysis.
$RKLB $NASA $COHR $MU $MRVL $GFS $LITE $SNDK $DRAM
Congratulations to those who bought these stocks at the low price!🍾
$DRAM $MU $SNDK $LITE
My recent calls in the group have once again proven very accurate. Even though the market saw a significant pullback, it is only a short-term correction. The underlying fundamentals are still strong and intact.
Friends who haven’t bought in yet can consider adding on weakness.
I continue to hold a very optimistic long-term view: our core holdings still have at least double the upside potential ahead.
This is based on solid long-term analysis.
$RKLB $NASA $COHR $MU $MRVL $GFS $LITE $SNDK $DRAM
Top Stories – May 13, 2026
Amidst the fallout from the conflict with $Iran, $U.S. inflation has proven unexpectedly "hot": the April $CPI rose 3.8% year-over-year—marking a nearly three-year high—while core CPI growth accelerated to 2.8%. The "New Fed News Agency" commented on the April CPI data: interest rate cuts are no longer a story for 2026, and $Walsh is in a bind.
A U.S. appeals court has stayed a lower court ruling that had blocked President $Trump's 10% global tariff; the tariffs will continue to be collected.
The U.S. Senate has confirmed Walsh as a member of the Federal Reserve Board of Governors; the confirmation vote for the Fed Chair is expected to be completed as early as Wednesday.
Iran states that the prerequisites for negotiations with the U.S. are an end to hostilities and the lifting of sanctions. Trump responds: he is in no rush to resolve the conflict with Iran and will consider "red lines" for ending the war while aboard his aircraft; preventing Iran from acquiring nuclear weapons is "merely a matter of time." The U.S. Secretary of Defense affirms that the ceasefire agreement remains in effect, while Pentagon officials report that the cost of military operations against Iran has risen to $29 billion. The UK will deploy fighter jets and warships to join the multinational escort mission in the Strait of Hormuz. Iraq and Pakistan have reportedly signed separate agreements with Iran regarding energy transport.
The "Shadow War" in the Middle East intensifies: following the UAE, Saudi Arabia is now also alleged to have secretly launched attacks against Iran. Kuwait claims Iran attempted an "armed infiltration" of a strategic island in the Persian Gulf, leading to an exchange of fire and the arrest of four individuals; Iran responds that Kuwait's claims are "baseless" and that its patrol boat had merely strayed into Kuwaiti territorial waters due to a "navigation malfunction."
A South Korean proposal for an "AI Universal Dividend" triggered a brief 5% plunge in the stock market; officials quickly issued clarifications, emphasizing that the proposal does *not* constitute a "windfall tax" on corporate profits.
$India has sharply hiked import tariffs on $gold and $silver—more than doubling them to 15%—in an effort to curb imports and bolster the value of the Rupee.
$OpenAI is reportedly pouring $4 billion into a fierce bid to acquire $FDE talent
Reports indicate that $Anthropic is seeking $30 billion in new funding, pushing its valuation close to the $1 trillion mark. Meanwhile, Anthropic has launched over a dozen AI-powered legal tools, covering everything from contract review to bar exam preparation.
Market Overview, May 13, 2026
US $CPI inflation rose more than expected, putting pressure on US stocks. The S&P 500 and $Nasdaq fell from record highs, while the $DowJones Industrial Average narrowly avoided a three-day winning streak. The chip index closed down 3%, with $Qualcomm down over 10%, $Intel down nearly 7%, and $SanDisk down over 6%. However, $Nvidia rebounded after falling more than 2% intraday, hitting a new closing high. $Software stocks generally fell, with Salesforce down over 3%, and $GitLab, which announced restructuring plans related to proxy $AI, down about 10%. $GameSpot, whose acquisition offer was rejected by $eBay, fell 3.5%. https://t.co/LIZNt5Ld7S, whose first-quarter revenue exceeded expectations, rose over 3%.
With uncertainty surrounding the $UK Prime Minister's future and increased fiscal risks, the yield on 30-year UK government bonds rose more than 10 basis points intraday, reaching a new high since 1998, while the pound hit a new low for the month. Following the US CPI data, the yield on 30-year US Treasury bonds climbed back above 5.0%.
The US dollar index rose for the second consecutive day to a one-week high, with the increase widening after the release of the US CPI; the yen fell for the second consecutive day, but briefly jumped during the session, suspected to be a precursor to Japanese intervention; the offshore yuan rose to 6.79 at one point, approaching a three-year high, before turning lower; $Bitcoin fell below $80,000 during the session, down more than 2% from its daily high.
The $US-Iran stalemate continued, and crude oil prices surged for the third consecutive day, closing at a one-week high. US crude oil rose nearly 5% and Brent crude oil rose more than 4% during the session; gold futures fell nearly 2% during the session, closing at a one-week low for the second consecutive day; silver futures ended a five-day winning streak, falling nearly 3% at one point, but subsequently rebounded to rise more than 1%. Driven by fund buying, $LME copper and $NYMEX copper continued to reach new closing highs.
During the $Asian session, the Shanghai Composite Index saw a correction with reduced volume; the power sector bucked the trend and rose, with $ZhongjiXuchuang becoming a "1000-yuan stock"; the Hang Seng Index fell nearly 1%, and most tech stocks corrected.
Our main stocks continued to perform well today. Congratulations!
If you're unsure which stocks to buy for potentially high returns, please continue to follow me.
$LITE $RKLB $MU $ASTS $DRAM $NASA $GFS $SNDK $MRVL
Congratulations everyone, we've already achieved a profit of over 70%. Will $RKLB continue to rise?
Please follow Mr. Lee's trading plan and analysis.
$RKLB $NASA $ASTS
If you followed my advice and bought $RKLB, you've earned over 70% in less than a month. Congratulations!
If you'd like to achieve similar returns, please leave me a message.
Mr. Lee's investment decisions are always remarkably accurate. These stocks are sold with a minimum 20% profit.
If you're unsure which stocks to buy to potentially double your money, follow Mr. Victor Lee.
$RKLB $SNDK $MU $DRAM $NASA $COHR $LITE
Weekly Trading Summary
I. Trading Actions
This week, we were active and efficient:
Monday: Bought $ORCX, $ORCL, $NBIS, and $NEBX;
Wednesday: Notified everyone to sell $AMD and $ARM for profit;
Thursday: Notified everyone to sell $ORCX, $ORCL, $NBIS, $NEBX, and $ALAB for profit;
Friday: Notified everyone to sell $APLD for profit.
Hong Kong stock holdings remained unchanged.
II. Trading Logic
The core focus this week was to further solidify our main portfolio allocation. We upgraded $DRAM to a strategic heavyweight and cornerstone of the portfolio, while other stocks were used as short-term flexibly traded instruments. These short-term trades effectively improved the overall portfolio return:
$RKLB, which was positioned on April 13th, surged this Friday, achieving a cumulative return of 57.35% in one month;
$AMD and $NEBX both contributed over 40% of the return within 20 days.
Currently, the memory chip sector is extremely strong, with both fundamentals and capital flows indicating significant upside potential. While the optical interconnect sector has experienced a brief pullback recently, its long-term trend remains positive, with potential for explosive growth. Investors with sufficient funds may consider buying on dips. Through this week's operations, we have essentially cleared out non-core stocks, making our investment focus clearer and more concentrated.
III. Next Week's Plan
In the short term, the US semiconductor sector has risen too rapidly and faces the risk of a correction. With the earnings season nearing its end, we have sold most of our non-core holdings, reducing our overall position and freeing up some funds. Next week's focus: I will announce a new Hong Kong stock trading plan with the goal of doubling returns within a month. Please prepare your funds and mindset accordingly.
IV. Long-Term Plan
The core of this technological revolution is AI. Long-term investors must heavily invest in AI-related stocks, otherwise they will completely miss out on this historic market rally. In our long-term portfolio, $DRAM is currently our largest and most core holding.
Market Overview
1. US non-farm payrolls growth far exceeded expectations, with chip stocks leading a rebound in US stocks. The S&P 500 and $Nasdaq rose for the sixth consecutive week, marking their longest winning streak in a year and a half. The chip index closed up 5.5%, and along with the S&P 500 and Nasdaq, it closed at a record high for the third consecutive day this week. $Micron rose over 15%, $Intel, which reportedly reached a preliminary agreement to manufacture chips for $Apple devices, rose 14%, and $AMD's earnings report showed a cumulative weekly gain of 26%. $CoreWeave, with weaker guidance, fell over 10%, while $RocketLab, with strong performance and having secured the "Golden Dome" contract, surged 34%.
2. Following the US non-farm payrolls report, the two-year US Treasury yield briefly surged to a daily high before declining. After the initial clashes between the US and Iran in early Asian trading, the US dollar index hit a daily high before turning lower. The offshore yuan broke through 6.80 for the second consecutive day, reaching a new four-year high. $Bitcoin recovered the $80,000 mark during the session, rebounding more than 1% from its daily low. $US-Iran tensions eased, and crude oil reversed a three-day losing streak, though the upward momentum slowed during the session, resulting in a weekly decline of over 6%. $Gold and silver rose for the third consecutive day. New York copper rebounded nearly 2%, closing at a record high.
3. During Asian trading hours, the $ChiNextindex fell nearly 1%, with chip and semiconductor stocks undergoing a collective correction. Robotics stocks bucked the trend and surged. The $HangSeng Index fell nearly 1%, with most tech stocks declining, while $Kuaishou rose over 9%.
4. In early $Asian trading on Monday, US stock index futures fell, with S&P and Dow futures down over 0.2%; US crude oil and Brent crude rose nearly 3%; New York gold futures fell over 0.5%, and spot silver fell over 1%.
Top News May 11, 2026
1. Friday: $Trump said the "Freedom Project" might be reinstated; the US Secretary of State urged Iran to "enter a serious negotiation process," expecting a response from Iran on Friday; US forces fired on Iranian oil tankers that "violated the blockade"; Iran said it is reviewing the US-proposed plan to end the war, and earlier on Friday, it had a "sporadic clash" with a US warship in the Strait of $Hormuz. While fighting in the Gulf has ceased, it is feared to reignite, and Iran is drafting legislation related to the Strait.
2. Sunday: $Iranian media reported that Iran responded to the US proposal through $Pakistan, focusing on ending the war and security issues in the Persian Gulf and the Strait of Hormuz, proposing that the US lift sanctions on oil sales to Iran within 30 days; Trump: Disliked Iran's response, calling it "completely unacceptable."
3. Trump said $Russia and $Ukraine would cease fire for three days starting on the 9th and exchange 1,000 prisoners of war; the US Secretary of State said the US remains prepared to act as a mediator in the Russia-Ukraine conflict. Putin: Received a message from $Zelenskyy requesting a meeting, and does not oppose talks in a third country. Russia and Ukraine accused each other of violating the ceasefire on the 10th, both stating they would respond in kind.
4. US $non-farm payrolls increased by 115,000 in April, far exceeding expectations and marking the largest two-month increase since the end of 2024. The unemployment rate remained at 4.3%. "The New Fed Watch": The April non-farm payroll data prompted the Fed to hold rates steady, shifting its policy focus to inflation. US consumer confidence hit a record low for the second consecutive month, with oil prices and tariffs exacerbating inflation anxieties.
5. The Fed's Financial Stability Report: Geopolitical factors and the oil shock have become the top two risks to the financial system; risks related to private lending redemptions are "manageable."
6. Fed Governor Milan: Hopes $Powell's tenure is only temporary and there are no more sinister intentions. Next year, Fed voting members warn: If the AI technology revolution fails, it could trigger stagflation.
7. The new Bond King: Preparing for US "debt restructuring"; Hassett: A US debt default is "impossible within a million years."
8. British Prime Minister Starmer stated "absolutely no resignation": British bonds rebounded, with the market betting the worst is over.
9. Report: $Intel and $Apple reach preliminary chip manufacturing agreement, brokered by the Trump administration; Intel stock price rises more than 10%.
Weekly Trading Summary
I. Trading Actions
This week, we were active and efficient:
Monday: Bought $ORCX, $ORCL, $NBIS, and $NEBX;
Wednesday: Notified everyone to sell $AMD and $ARM for profit;
Thursday: Notified everyone to sell $ORCX, $ORCL, $NBIS, $NEBX, and $ALAB for profit;
Friday: Notified everyone to sell $APLD for profit.
Hong Kong stock holdings remained unchanged.
II. Trading Logic
The core focus this week was to further solidify our main portfolio allocation. We upgraded $DRAM to a strategic heavyweight and cornerstone of the portfolio, while other stocks were used as short-term flexibly traded instruments. These short-term trades effectively improved the overall portfolio return:
$RKLB, which was positioned on April 13th, surged this Friday, achieving a cumulative return of 57.35% in one month;
$AMD and $NEBX both contributed over 40% of the return within 20 days.
Currently, the memory chip sector is extremely strong, with both fundamentals and capital flows indicating significant upside potential. While the optical interconnect sector has experienced a brief pullback recently, its long-term trend remains positive, with potential for explosive growth. Investors with sufficient funds may consider buying on dips. Through this week's operations, we have essentially cleared out non-core stocks, making our investment focus clearer and more concentrated.
III. Next Week's Plan
In the short term, the US semiconductor sector has risen too rapidly and faces the risk of a correction. With the earnings season nearing its end, we have sold most of our non-core holdings, reducing our overall position and freeing up some funds. Next week's focus: I will announce a new Hong Kong stock trading plan with the goal of doubling returns within a month. Please prepare your funds and mindset accordingly.
IV. Long-Term Plan
The core of this technological revolution is AI. Long-term investors must heavily invest in AI-related stocks, otherwise they will completely miss out on this historic market rally. In our long-term portfolio, $DRAM is currently our largest and most core holding.
AI Data Center Industry Chain: Which Upstream Segments Are the Most Supply-Constrained?
After analyzing the entire upstream supply chain, here are my current Top 3 most tight segments:
1. $SSD/ $HBM
2. $ABF+T-Glass
3.3.4-inch $InP Substrates
Using my supply-demand imbalance model, here are the detailed reasons:
1.SSD / HBM (Score: 9.88)
Three giants hold a near-monopoly, and customers are literally paying upfront to help them build new fabs. Highest certainty of sustained tightness.
2.ABF + T-Glass (Score: 9.58)
The $Nittobo + $Unimicron combination creates an epic-level monopoly. Extremely difficult to break.
3.3.4-inch InP Substrates (Score: 9.45)
Massive 70%+ supply shortfall, expected to persist through 2028.
If we also factor in valuation elasticity, SSD/HBM stands head and shoulders above all other segments — it is undoubtedly the true king with the strongest upside this year.
Want to dive deeper into the hardcore logic of individual high-conviction stocks? Feel free to follow me.
If you're a short-term trader, you can sell $FLNG and $RKLB to lock in profits.
$FLNC has hit my first target price! Congratulations everyone!
$DRAM: Firmly Hold
Short-Term Trading Plan: $FLNC 🚀
Target Price: $25 – $33
FLNC just went through one of its wildest trading days recently. The stock rocketed from $13.56 to an intraday high of $20.29, closing at around $17.17. Although Q2 revenue missed expectations badly ($464.9M vs. $622.3M consensus, -25%), the market ignored the miss and focused on the positives: a record $5.6 billion backlog, year-to-date orders doubling to ~$2 billion, and major Master Supply Agreements signed with two hyperscale cloud providers — a powerful AI data center catalyst. Management reaffirmed FY2026 guidance ($3.2–3.6B revenue, $40–60M adj. EBITDA), with 50% of orders coming from new customers, showing clear expansion beyond the utility sector. While bears still highlight competition, potential battery oversupply, and ongoing cash burn, today’s news has reframed FLNC as an AI power infrastructure name rather than just a battery storage play.Conviction shift or dead-cat bounce? The real test will be whether revenue can meaningfully accelerate in the second half.
Market Overview, May 8, 2026
Uncertainty surrounding the US-Iran agreement led to a decline in US stocks, halting a two-day winning streak for the three major US stock indexes. Chip stocks led the decline, with the chip index closing down nearly 3%, falling from record highs along with the S&P 500 and Nasdaq. Among chip stocks, $SanDisk fell nearly 5%, and $AMD fell over 3%. Concerns about $AI chip supply outweighed the impact of optimistic earnings guidance. $Arm, despite reporting strong earnings, still closed down 10%, while $Intel rose nearly 2%, marking its second consecutive day of gains. $CoreWeave, whose Q1 revenue more than doubled compared to expectations, but whose Q2 guidance was weaker, fell more than 10% in after-hours trading.
US Treasury yields rebounded following $oil prices, initially hitting a more than one-week low before rising.
The US dollar index rose after news that the US might restart channeling operations in the Strait of Hormuz this week, recovering from a more than two-month low. The offshore yuan broke through 6.80 during the session, reaching a four-year high. $Bitcoin fell below $80,000 during the session, down more than 2% from its daily high.
In commodities, crude oil saw a V-shaped reversal, initially falling over 5% before rebounding after news that the US might restart channeling operations in the Strait of $Hormuz this week. Following the attack on Iranian ports, crude oil hit a daily high, rising over 3% intraday. $Gold and silver rose for the third consecutive day, with silver futures rising nearly 7% at one point, and gold rising nearly 2% to a two-week high. Spot gold briefly fell after news that the US might restart channeling operations in the Strait of Hormuz this week. New York copper ended its two-day winning streak, falling to its second-highest level ever.
During the Asian session, the total market capitalization of A-shares exceeded 120 trillion yuan, the ChiNext index hit a new high in over 10 years, computing power hardware saw another surge, the Hang Seng Index rose 3%, and the offshore $RMB broke through 6.8.
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