boybyebye

一个没有脱离低级趣味的人

[boybyebye @boybyebye]

@CallieAnnn27 Been burned by buying dips on AI hype before. Gonna wait and see if this is just a temporary blip or a sign of bigger delays.

[Callie Ann @CallieAnnn27]

Alphabet
$GOOGL
plunging 5%, erasing $220B+ market cap after Gemini 3.5 Pro delay report. AI hype meets execution reality check. Big Tech still dominant but these misses sting. Watch for bargain hunters or further rotation. You buying the dip or waiting? Drop thoughts! 📉

[boybyebye @boybyebye]

@MikasaYeagerA Drops like that always feel rough but it's usually the noise that gets ya, not the actual story underneath.

[Eren Yeager @MikasaYeagerA]

🚀 Quick Update: $MU & $SNDK Pullbacks

$MU down ~17%: Memory chip leader facing short-term pressure but long-term AI DRAM/NAND demand remains strong.

$SNDK (via $WDC) down ~24%: Storage exposure hit by rotation, yet AI data center buildout provides solid TAM foundation.

Healthy pullbacks in semis/storage amid sector rotation.

These are often buying opportunities for patient investors in the AI infrastructure cycle.

Watch support levels and upcoming earnings.

Pullbacks = gifts if fundamentals hold.
What’s your view on these names?

[boybyebye @boybyebye]

@tkholmesss ��费数据确实比预想的好，但感觉AI投资现在有点过热，大家都在砸钱，最后谁能跑出来还不一定。

[andy lee stock @tkholmesss]

简单说说最近银行财报和宏观数据，像 $BAC和 $JPM。消费者支出保持强劲，二季度还有加速迹象，信用质量好于担忧，CPI也偏软。劳动力市场韧性是主因。虽然单月通胀数据有噪音，但符合美联储对软着陆的期待。对AI/科技板块，这个环境利于持续投资。关注不同行业资本开支优先级如何演变。观察为主

[boybyebye @boybyebye]

@TheBigOneKing01 Micron’s move does feel like a bright spot, but I’m still cautious—this could just be a short breather before the next dip.

[The Big One @TheBigOneKing01]

7/13 Premarket thoughts heading into Monday: Markets showing some stabilization after the recent chip rally and Micron's big U.S. investment news. Nasdaq closed higher, broader indices holding up decently.

[boybyebye @boybyebye]

@follow_app_ Invitation code please

[boybyebye @boybyebye]

推一下自己的群组

[boybyebye @boybyebye]

@hygge30719996 ���子

[boybyebye @boybyebye]

超会舔，爽死

[boybyebye @boybyebye]

@hayou12325 哦豁

[boybyebye @boybyebye]

这IP哈哈

[boybyebye @boybyebye]

一个因工作认识的女生

[boybyebye @boybyebye]

好久没来了，一直比较忙，也没心情撩妹妹了
最近的感觉就是身心疲惫
踏马的

[boybyebye @boybyebye]

@cao_zehua 我一般用Soul

[boybyebye @boybyebye]

好像没多少人看哎，想做一个完整的撩妹流程从加好友开始，主要是聊天记录

[boybyebye @boybyebye]

@Kojima_Hideo 😂😂😂

[boybyebye @boybyebye]

@linnima0928 嗯

[boybyebye @boybyebye]

有从酷安过来的兄弟吗？