Sleepyinvestor

[Sleepyinvestor @SamHK02509576]

@hanking66 這些追踪跨國股市的etf都是難以理解。就好似EWY, 追蹤MSCI korea, 但昨日及今早韓股明明是升的，但ewy卻一直都是跌。網上所述，美股時段，這類ETF除了反映緊當日韓股走勢外，還會反映投資者預期下一個交易日（當美股還未開市時）的走勢，簡單講就是random上落，同韓股是沒有1:1關係🫠

[Sleepyinvestor @SamHK02509576]

@hanking66 同意AI必然要發展，亦一同抱團存儲。不過會否出現連hyperscales都唔夠資金再加大capex的情況，屆時就是連巨頭不能也非不為也，倉位必然會大跌一波。到時大家會怎樣部署？

[Sleepyinvestor @SamHK02509576]

@ZaStocks All legacy news agencies are all the same, while they work for the rich and manipulate the market. We have to be thinking critically and objectively when seeing these news.

[Sleepyinvestor @SamHK02509576]

@DAlperovitch In your opinion, when and how will the war end? Or there will never be ending of this chaos?

[Sleepyinvestor @SamHK02509576]

@BabybusFL 老師的錢是由你的subscription fee提取，所以每月都有新錢加注，但你沒有

[Sleepyinvestor @SamHK02509576]

@wliang What do you think can stop the selloff of semi & memories? Like SKHY adr listing, anthropic announcing profit in Q3, hyperscales continuation of capex in semi or once most of the leveraged position being liquidated?

[Sleepyinvestor @SamHK02509576]

@JPATrades @BlackBoxStocks If someone is buying a call, another is selling. How can a trade tell the direction of fund flow?

[Sleepyinvestor @SamHK02509576]

@MelMattison1 I think wall street is preparing for capex cut from hyperscales, because of Meta proposal of compute renting. I don’t fully buy this, but if other hyperscales are facing pressure about profitability of AI investment, they have may have chance to do so too.

[Sleepyinvestor @SamHK02509576]

@_FORAB 香港已經漸漸成為為中國的一個普通城市，法律變得人治，金融倚靠北水，不明白為何還要經香港轉口，而非直接由中國其他更大的港口出口。

[Sleepyinvestor @SamHK02509576]

@BabybusFL 美光是美國公司，海力士是韓國，韓股一直郁交叉持股問題，有折讓，所以估值不是就這樣比較的。不過美光短期能不能企穩，要看市場如何評估hyperscales下年的capex。如何有跡象減碼，存儲就gg了，但絕不是你所講的問題。

[Sleepyinvestor @SamHK02509576]

@StokkSniffer Market is not rewarding those acquisitions now. Onds has to show a clear path to be profitable instead of endless acquisitions. Right now it’s just like the more it acquires (with dilution), the later it becomes profitable.

[Sleepyinvestor @SamHK02509576]

@brent_e_trader There is no secret on how high the margin level of retail is. Hedge funds can easily manipulate a market correction to take all the shares from these weak hands. But sadly, they will also kill us. It is so bad to lose over 10% in two days because of these.

[Sleepyinvestor @SamHK02509576]

@mdm420xx 商業行為，邊有得誰怪誰。aapl如果係為消費者着想，profit margin降低一些便可以維持現價。而家佢只係想將加價嘅問題轉移去供應商，減少輿論壓力

[Sleepyinvestor @SamHK02509576]

@PradeepBonde Only semi is still going up since June, and only memory is up in this week. Right now, even memory is plunging. Is it chance for a bigger correction?

[Sleepyinvestor @SamHK02509576]

@zkgoudan 歷史告訴我們，全民皆賭最後只有一個結果

[Sleepyinvestor @SamHK02509576]

@Areskapitalon 大部份同意，咁大隻嘅股票能否持續向上，
其實都是睇liquidity及wall street大戶點睇，今年三月MU業績不又是all beat? 但就是出完業績後見光死。

[Sleepyinvestor @SamHK02509576]

@munster_gene If the supply is too expensive, how can AI race be sustainable?

[Sleepyinvestor @SamHK02509576]

@Zac_Markovich I don’t like this stock neither due to constant dilution without a clear plan to be profitable. However, comparing it with scam crypto seems to be bad idea. At least the acquired companies have revenue and cash flow, while crypto does not.

[Sleepyinvestor @SamHK02509576]

@MrMicopedia 股市哪有這麼簡單。如果是這樣的話上個月已經要跌

[Sleepyinvestor @SamHK02509576]

@Cantal_Capital Treat them as scammers if they keep bullshit without any order record. They use last year return to prove the company is good. But the truth is that it has already priced this year growth. Unless the company can show extraordinary growth without dilution, it has no hope.