Cyrus LIU

Tech enthusiast and investor in technology companies Not financial advice — DYOR Link
below: Stock discussion group

[Cyrus LIU @CyrusLIU2014]

$TSM $INTC

TSMC's competition will become increasingly fierce. The biggest concern is the impact of geopolitical policies. Therefore, to support INTC, we cannot rely 100% on a single node manufacturer for all manufacturing. In addition, with the improvement of NITC node yield, Apple and Tesla have started cooperation. I have been paying attention to TSMC's risks since last year. Plus, Trump immediately supported INTC after taking office. Many signals are very positive. It is not that TSMC has lost its advantage, but rather de-risking. Essentially, INTC has the attractive growth potential. The world's largest semiconductor industry has more room for growth than TSMC. 💪💪

[Cyrus LIU @CyrusLIU2014]

$NVDA $INTC $AMD
😂I am very concerned about why every year there are always retail investors being sold at the bottom and then the stock market rises. This self-media junk article makes them feel annoyed and when the stock market is bullish, these retail investors are still unprofitable. Please answer.

[Cyrus LIU @CyrusLIU2014]

@retail_mourinho This time I was very suspicious of a lot of news these days when I was frantically posting, I knew there were some ex-solders.

[Cyrus LIU @CyrusLIU2014]

@WayWLeung Your value is about the same as mine. I have been continuously buying intc on land at the end of 2024. My cost price is 19-20. This decline I still hold it. Value investment is important. Your cost price may not be lower than mine.

[Cyrus LIU @CyrusLIU2014]

@Yifan695165 @WayWLeung Many people in South Korea are being forced to sell on leverage.

[Cyrus LIU @CyrusLIU2014]

@WayWLeung It is not necessary to leverage to maintain low risk.

[Cyrus LIU @CyrusLIU2014]

@Polymarket How much leverage does he have this time?

[Cyrus LIU @CyrusLIU2014]

@LarkDavis So including the previous few days when it was said that Chinese lithography machines also spread some rumors

[Cyrus LIU @CyrusLIU2014]

@AndrewBenson Hahaha, is there any data on how many leverages he has applied?

[Cyrus LIU @CyrusLIU2014]

$INTC
$ORCL
A few days ago, news kept surfacing that the Federal Reserve might raise interest rates. Then there was news that China was going to produce 5 DUVs (a short essay). Then US semiconductor stocks plummeted (I already said the probability of a rate hike was very small). It's almost impossible for the Fed to raise rates.

Now, retail investors have sold their shares at a loss, and institutions are buying them back at low prices. Yesterday, the market opened with a violent surge.

[Cyrus LIU @CyrusLIU2014]

$AMD $NVDA $INTC $NOK $ORCL
😂It's normal for young Leopold to get liquidated and need margin. His trading was too reckless, and he even used borrowed funds. This semiconductor market downturn had a significant impact, especially given the high leverage involved. It's crucial to avoid leverage.

[Cyrus LIU @CyrusLIU2014]

$AAPL A dip is a buying opportunity. I don't think Apple will be significantly affected by memory issues; there are internal solutions.

[Cyrus LIU @CyrusLIU2014]

$INTC
🙄I have always said to buy on dips because I told you that you must clean up leveraged guarantees. Stock sales are leveraged aggressive sales. Once again, no price below 100 can be bought.

[Cyrus LIU @CyrusLIU2014]

$INTC $AMD $ORCL When assets are being aggressively sold by insurance agents, I need to buy them in. I don't know how many times I've said to buy them at a low price, and I keep nagging you just like your mother.

[Cyrus LIU @CyrusLIU2014]

@TrumpDailyPosts Good

[Cyrus LIU @CyrusLIU2014]

Did you buy in on the days when fell? Or is it still not getting stuck in a trap for buying at a high position?
$NOK

[Cyrus LIU @CyrusLIU2014]

$INTC $AMD This market's inexplicable decline is even greater than the drop caused by Trump's global tariffs last year. It's very interesting. 🤪

[Cyrus LIU @CyrusLIU2014]

$META 😂The financial reports are quite good, but the current leveraged sentiment means that any financial report will be shorted regardless of its quality.

[Yiannis Zourmpanos @yianisz]

My take on $META capex..

$META didn’t raise the capex ceiling. It raised the floor to $135B while keeping the ceiling at $145B.

That’s guidance getting more precise, not more aggressive. After months of capex shocks, that’s actually a much better outcome than the market was pricing.

[Cyrus LIU @CyrusLIU2014]

@yianisz Undervalued stocks

[Cyrus LIU @CyrusLIU2014]

$INTC 😊Tell me loudly, are you buying or selling?

[CHUIP LEUNG @WayWLeung]

$INTC Intel现在这样大幅洗盘，投资者难受是肯定的，说一个我的猜测和判断让大家有点慰藉——苹果在白宫亲口对川普总统说4年内会在美国投资6000亿美元，而今天苹果给了博通300亿美元的订单。

而作为美国半导体制造安全的Intel，面对川普总统亲自的官宣（打死苹果和库克都不敢不给Intel订单的），大家觉得苹果会给Intel多少订单呢？而这些订单又会直接给Intel带来多少的股价提升呢？

我判断会超过1000亿美元（分多年）😎