Jackson-lñ

只关心自己的生活，顺带关注交易。

[Jacobsen @hiro_invst]

Sleeper bull case for $NOK nobody's talking about:

The next big thing in AI data centers:
co-packaged optics, just got pushed to 2029.

That means the boring, proven pluggable fiber gear that Nokia sells keeps dominating for longer than expected.

Not a rocket ship. But more runway than the market thinks.

[bee🐝 @0xbeehive]

THE DOT-COM PATTERN ІS PLAYING OUT PERFECTLY

You've probably seen this overlay more than once

S&P 500 behavior is literally mirroring the dot-com bubble of 2000

Looking at the chart right now - we just reached the local drop point

And yes - price has already started falling

If the trend holds, we're looking at a 10% drop first

Then one last bounce to print a new all-time high

After that - only down

FOLLOW + NOTIFS ON!

[James E. Thorne @DrJStrategy]

Fun fact of the day.

The world does not have enough compute.

Have a nice day.

[Kalshi Finance @Kalshi_Finance]

BREAKING: Odds of a recession this year have nearly doubled in the past week

[Tigris 会讲课教授是好老师 @tig88411109]

非常清楚，早盘都是高开，但今天市场不是“看到特朗普发文才开始跌”

而是盘中已经提前交易了伊朗因素加特朗普回应的概率。

特朗普确认只是把已经在盘面里发生的概率交易再加速了一下而已

如果今晚不继续升级，且明天CPI低于预期，那么今天这波下杀很可能会被事后解释为

地缘政治风险黑天鹅触发的CPI前清盘振参观

这会给明天反弹创造条件

但不要把这波从上周五“清洗完成”提前当成事实，毕竟这次不同于以往的Buy the dip，在于通胀/利率压制估值分母，单分子端企业盈利好不能证伪

所以我一直说buy the structure，什么意思？

如何判断反弹还是反转？

结合估值个股区间，结合技术点位，进行核心仓和技术仓的，以及结合个人风险偏好操作。

颗粒度更细策略见订阅者专享

[3X Long Labubu @labubu_trader]

As I predicted two weeks ago, the Bull trap was formed and violently corrected , now bear trap is well formed 😄 but so quickly!
If CPI is inline or cooler, bears will be beaten out of shit, and we will break out of ATH to form a new small bull trap.

[RonnieV @TheRonnieVShow]

It's funny how fast sentiment shifts...

After a 30%+ rally everyone was invincible.

Now with the markets pulling back everyone is a doomsdayer.

The markets aren't saying it's over though...
~Bonds are down.
~Oil is down.
~Crypto is down.
~Stocks are down.

To me this feels more like positioning, profit taking, and testing a new FED than the start of a bear market.

Corrections happen.

Bull markets climb a wall of worry.

[Andreas Steno Larsen @AndreasSteno]

What we are seeing today is probably that CTAs are slamming the sell-button on Chips, which kinda makes sense after what happened on Friday. It's more technical in nature, but the market environment changed a bit after Friday for sure

[Tom Nash @iamtomnash]

I don’t think the bleeding we are seeing right now marks the end of the bull market.

Yes, stocks are getting hit. Yes, some froth is coming out. Yes, a few speculative names are getting slapped around because apparently gravity still exists.

But the big story is not changing.

The Mag 7 are locked in an AI arms race.

They are burning insane amounts of cash flow on data centers, chips, power, infrastructure, cloud capacity, models, and everything else required to dominate the next decade.

And now, for some of them, internal cash flow alone is not enough. Debt, equity issuance, creative financing, whatever it takes, the machine keeps moving.

Why?

Because with the data they have, the customer demand they see, and the real time usage trends inside their own businesses, they clearly believe the return on this AI buildout is worth it.

Are there pullbacks? Of course.

Are there shakeouts? Absolutely.

The market needs those.

Every once in a while, it has to drain the stupidity from the speculative corners before everyone starts acting like every AI press release deserves a 40% rally.

But big picture, nothing I see tells me this train is stopping.

The AI capex cycle is alive.

The biggest companies in the world are still spending like crazy.

The competition is still escalating.

And as long as that continues, I don’t see the bull case as dead.

[Crypto Rover @cryptorover]

💥BREAKING: 🇺🇸 🇮🇷 The U.S. has received Iran’s draft agreement and reportedly sees it positively - Sky News Arabia.

[Jackson-lñ @JacksonLn5851]

这两天没有这么怕怕过。白发女神，love you

[Serenity @aleabitoreddit]

Names like:

- $ASX
- Sumitomo Electric
- $JBL
- $VICR
- $GFS
- $AAOI
- AlChip
- $TSEM
- $FN
- Furukawa Electric
- $CLS
- $NBIS
- $NOK
- $AMKR
- $LITE
- $COHR

Off the top of my head.

So basically, AI exposure trading in the $10-100B range.

Likely have compelling ROI right now compared to indexes or $ARM to $MRVL that ran quite a bit?

(Just a disclosure, only have financial interest in NBIS/TSEM/AAOI above)

I mention a lot of smaller ideas, but that’s just to chase outsized returns.

Still feels like many of these have room to go.

[CHItrader @CHItrader]

NOKIA POWERS UP 5G ACROSS INDONESIA WITH INDOSAT

$NOK is teaming with Indosat Ooredoo Hutchison to roll out low and mid-band 5G, aiming for 80% network coverage across the country.

[Jackson-lñ @JacksonLn5851]

美国人民对银行的警告为什么完全不信任😆

[*Walter Bloomberg @DeItaone]

MARKET DESKS WARN OF SHARPER EQUITY UNWINDS AFTER FRIDAY ROUT

Goldman Sachs and Barclays traders warn Friday’s selloff may signal deeper fragility, not a one-off move. They cite crowded momentum positioning, weak market breadth, and higher-for-longer rates as factors increasing the risk of abrupt factor unwinds. Goldman says such positioning can amplify volatility beyond index moves, while Barclays warns volatility-control funds may need to cut US equity exposure after the rout. Systematic strategies remain vulnerable, with AI, rates, and inflation risks seen as key triggers for further downside.

[Jackson-lñ @JacksonLn5851]

@mk66623 50万U啊，这下真要卖B了🥲🥲

[Jackson-lñ @JacksonLn5851]

@ogodking @XiaoZhi_BTC 说的好听叫那叫恋爱脑。

[Nokia for Service Providers @nokianetworks]

Nokia and @indosat are scaling 5G across Indonesia boosting coverage, capacity and reliability nationwide.
With @NVIDIAAI, this AI-ready network unlocks #AIRAN and new AI-powered services, bringing intelligence closer to every user: https://t.co/L84cnDQzyG

#DigitalTransformation

[Jackson-lñ @JacksonLn5851]

@andyz8818576155 这也太粗糙了。

[Jackson-lñ @JacksonLn5851]

他为什么抖的那么厉害？

[Daktilock @daktilock]

Bir adam, kendi evini inşa etmeye çalışırken dikkatsizliği yüzünden geçirdiği kazayı paylaştı.

[Jackson-lñ @JacksonLn5851]

@LuBtc888 好惨。但是个慈善家

[华尔街观察 Xtrader @cnfinancewatch]

普通投资者很容易被那些貌似死多和死空，说话绝对霸道的博主左右

容易慕强

但是，真正的投资者不是这样的：

始终在和自己搏斗，在和市场交流。不断质疑自己和自己搏斗。

市场瞬息万变，他只取一瓢饮。

这样，它会错过很多赚钱的机会：例如我们现在控仓到了清仓股票资产的时间，很多普通投资者会觉得你太弱鸡，股市上天天有涨停板和上涨股票，例如美股礼来，天天在涨，我们也看到它在涨，为什么不干？

再比如，我们哪天重新开仓，建构股票投资头寸，那时市场还会有反复，可能需要认错止损，那时候，普通投资者又会说，你说得不对么，骗人。

其实，成熟的投资者，就是在这种两难中前进，不要被那些头脑简单的V蛊惑。

研发一个新的投资标的，要花多少功夫啊？痛��有谁能知？甚至还要忍受浮亏的艰难。建仓数月就是股价不动的质疑。