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CFA FRM

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@LinQingV 韩国人不行 德国人可以吗

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@jukan05 欧巴정신차리

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@FinanceYF5 前端像而已 骗骗自己

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• In historical semiconductor bull markets, the median SOXX drawdown has been around 15%. The current correction has already reached 20%.

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Some facts and views:

• Over the past month, Meta and other major tech companies have raised—not cut—their 2027 capex plans.

• Since June, leading AI labs have entered a super crowded model releasing period: Fable 5, GPT-5.6, Muse Spark 1.1, Grok 3.5, GLM-5.2, and K3 today.

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• SK hynix and Micron trade at roughly 4x next year’s earnings. Even with flat memory prices, four years of profits could theoretically equal their entire current market caps.

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@_FORAB 有个户都会去打新，别说机构了，少见多怪

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@jukan05 will be times 5 after listed

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Image2 太牛了

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@jukan05 From CSCI expert call last night

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@CitronResearch Stock market is trading on forward not backward. $GLW is also expensive from TTM perspective

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@xiaomustock 。。两家机构啊

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@jimmyhuli lite下游，不是lite

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@zerohedge It’s spot price not contract price

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@PhyrexNi 因为不能生息影响规模想象力啊，这波上涨不单是agent，还有业绩后eps预期的上修。

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@ViewsOfChris 因为定价的资金不一样

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@cryptomanran Don’t worry we don’t have much generals left to use

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@Cointelegraph @grok what are the main drivers? is it because of prediction market?