arraby

如果一定要给自己简介。

[arraby @fushaoshun]

@zhubingge 互关

[arraby @fushaoshun]

@NoraX2026 希望我做个梦梦买得起

[arraby @fushaoshun]

@foxshuo 推特已经死了 现在是x

[arraby @fushaoshun]

@Bk5541803057629 互关

[arraby @fushaoshun]

蓝v互关啊

[arraby @fushaoshun]

@Prince_of_web3 hello

[arraby @fushaoshun]

#蓝v互关 来人互关啊
赚老马的通胀美刀
回中国消费通缩的产品
这难道还不香吗

[arraby @fushaoshun]

@Kingsholz hello

[arraby @fushaoshun]

@perkmaybe hi

[arraby @fushaoshun]

@james84_ hello

[arraby @fushaoshun]

@rickZho84524258 互关哦

[arraby @fushaoshun]

@NovaEcho_07 关注下

[arraby @fushaoshun]

蓝V互关！
同是蓝V的兄弟姐妹，一起冲粉丝，一起做内容～
互关必回，欢迎评论区互关！
#蓝V互关 #互关 #X互关

[arraby @fushaoshun]

@HYJ_Web3 互关下

[arraby @fushaoshun]

【DRAM 持仓更新】

本轮调整后，三星、海力士、美光重新全部站回 25% 以上，重新形成第一梯队。

其中，三星变化最大，权重从不足 20% 大幅提升，一举重返核心持仓。

与此同时，对 Kioxia 进行了明显减仓，仓位由 8% 下调至 4.5%。

新增小仓位观察标的：

➕ 兆易创新：2.0%
➕ 群联：0.68%
➕ 旺宏：0.4%

整体来看，组合仍然维持对 DRAM 周期的高信心，继续聚焦 AI 带来的存储升级与 HBM 长期机会。

#DRAM #HBM #半导体 #存储芯片 #AI

[Serenity @aleabitoreddit]

Feels like the only thing that hasn’t crashed…

Is memory like $MU, indexes, or large cap semis like Intel so far.

- Photonics from $AXTI to $SIVE down 40%.

- Space from $ASTS and $RKLB down 40% 1M.

- Popular AI names like $PLTR is down ~35% YTD.

- Software like $CRM down -40%.

- Bitcoin sub <60k, Ethereum sub <$16k.

Not a fun time with a hawkish fed narrative and potential rate hikes.

However this does sorta feel overshot due to margin liquidations on less liquid assets compared to mega caps.

But we’ll see what happens, usually fundamentals override liquidity shock in the longer run.

I’m still personally bullish on the AI buildout + upstream AI capex beneficiaries, but 1-2 potential rate hikes certainly don’t help.

[arraby @fushaoshun]

让我们来互关吧

评论区互关 #互关 #蓝v互关

[arraby @fushaoshun]

@Bingzieryi 互关

[arraby @fushaoshun]

@Crypto77qi 互关

[arraby @fushaoshun]

@antiAIvo 是这样的，这三个指标很重要