Sydney

工欲善其事，必先利其器

[Sydney @Sydneychaang]

@aleabitoreddit This might sound like a conspiracy theory, kinda think they do it “on purpose”, welcome to the zero-sum game 🤣

[Sydney @Sydneychaang]

@aleabitoreddit 😂 Agreed! People just ignore the fundamentals (which is the core), and focus on “fast money” (typically the nature of human beings)

[Sydney @Sydneychaang]

@ximihoo1 这也恰恰说明了，水池巨深，大家都愿意争先恐后来铺管道～ 侧面反应了crypto + stablecoin的双趋势☺️

[Sydney @Sydneychaang]

@ximihoo1 大道至简 👍🏻

[Sydney @Sydneychaang]

@WallStreet0Name 1. Crcl的联盟够硬核，不是单打独斗～有Coinbase + hyperliquid；
2. 护城河够深：高度和规话，还有其他机构的信任；
3. 吃美国利率 （今年看，至少降息概率低）；
4. 目前在向支付平台转型，自有Arc公链，结算，或金融交易都利好；
5. USDC的流通量超700亿、市场地位稳！

[Sydney @Sydneychaang]

@Kay2289123 单纯好奇～为什么认为GLW不是那种能翻倍的高beta呢？GLW的价值除了CPO（光纤、互联），不是还有先进封装（玻璃基板）吗～

[Sydney @Sydneychaang]

@Million_Sancet Agreed!!! HyperLight is one of the purest TFLN players (non-listed) in the market, which catches the attention from NVDA. Apparently, SIVE provides DFB lasers for Jabil for their 1.6T LPO 😌

[Sydney @Sydneychaang]

@aleabitoreddit In Chinese we called it “九紫离火”运～ in short it means "Explosive growth", and we are seeing it happening.

[Sydney @Sydneychaang]

@aleabitoreddit How did you literally follow up with these news? Please provide a learning method for retailers ☺️

[Sydney @Sydneychaang]

技术分析，真的是一门艺术！

把几个形态深深印在脑子里，至少能保证我还活在这个博弈市场里 😂

[Sydney @Sydneychaang]

@Kay2289123 芒格君你好，我想问一下，你对于veco 和 aixa这两家mocvd/mbe“双寡头”的见解～ 我分享一下我能看懂的方面：无论是光互连订单受益，还是未来的物理机器人传感，还是satcom等多方位高端ai领域，其实源头都来自这两家设备厂，甚至可以定义为铲子中的铲子。

[Sydney @Sydneychaang]

@ximihoo1 说明你天生是投资人🤣哈哈哈哈

[Sydney @Sydneychaang]

@aleabitoreddit What are your thoughts for Vecco? Given both the facts that 1, a domestic company listed in the US stock market ( easy accessibility for US retailers in comparison to Aixtron in Germany) 2, the “origin”point/tool for making epiwafers. Cuz is the matter of the supply side now:)

[Sydney @Sydneychaang]

@ximihoo1 我也没上车SPCX，极高波动，风险也大。除非超短线选手看明白了🤣 但我还是喜欢确定性较大的标的。例如btc，5字开头随便买，牛市翻三倍轻轻松松：） 唯一条件就是“耐心等待”

[Sydney @Sydneychaang]

@ximihoo1 非常认同！！ 所以我每天都把自己往死里搓🤣

[Sydney @Sydneychaang]

@ximihoo1 对🤣 届时七大姑八大姨都知道“比特币” 的威力

[Sydney @Sydneychaang]

@ximihoo1 乐观的情况 冲30T！！！

[Sydney @Sydneychaang]

最近一直在疯狂的研究“光” 。

已经研究了最近暴涨的美股标的: lite, cohr, mrvl, aaoi, crdo, axti

再到台股标的：foci，shunsin, msscorp, integrated service
再到欧股标的：soi, xfab, sive

想问问大家，是否还有值得深入研究的投资标的推荐？？