Haobo97

[Haobo97 @haobo97]

@Imlaomao 中际旭创

[Serenity @aleabitoreddit]

Here's a bunch of random 30 US-available random stocks I like today and why:

1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asics and add ons like cpo, they do everything lost count
3. $TSM - backbone of semis/ai
4. $COHR - They do everything vertically integrated + captures optical cycle
5. $RKLB - the final frontier of space will be around 5 years from now and 20 years from now.
6. $DRAM - memory exposure for samsung/sk hynix
7. $AVGO - hyperscalers dont like nvidia gpu tax
8. $AMZN - nobody can compete against the overnight shipping of toilet paper. robotics will lower opex over time
9. $ARM - AGI CPUs scale revenue quite a bit over the next decade
10. $TSEM - you're going to need a foundry for light based stuff
11. $IBIT - bitcoin, we all know by now
12. $NBIS - i think it's the next AWS. Also they do self-driving cars with uber, own scaling DB companies, data labeling. It's almost like a mini Google.
13. $GOOGL - youtube is not going away, gemini is great. they're vertically integrated with TPUs and fund buildout with operating income so i like it.
14. $AMKR - super facilities coming online in late 2027-2028. benefits from made in america
15. $HOOD - i dont like short term, but long term i'm a fan of Robinhood since they captured retail + have more products like banking, etc that they're scaling up. product innovation is wild.
16. $CRCL - I happen to really like stablecoins and see them as the future for both payments/holding (depends on clarity act)
17. $META - people aren't going to stop using instagram or whatsapp, or others anytime soon.
18. $LITE - $GOOGL TPU exposure decently high part of BOM. As long as Google's AI program keeps running I think $LITE will do well.
19. $LPTH - Germanium and China export controls will always be an issue so US made engineered alternatives will always be important
20. $FN - Someone needs to assemble optical stuff
21. $JBL - same as above, but added with ip from Intel's SiPh acqusition so might end up like innolight?
22. $MP - American rare earths program is extremely important, similar to $INTC national security risks
23. $HIMS - Okay here me out they just acquired a ton of companies, and at $19 they have global DTC channel. short sellers really hate this company, but I think it's actually promising as a contrarian long
24. $SMTC - LRO/LPO transition
25. $POWL - US alternative to hammond for switchgear DC type bottleneck
26. $VPG - Humanoids will be a thing down the road maybe 2027-2028, this makes the sensors.
27. $MOG.A - Feels like i see them everywhere in robotics, to spacex supply chains
28. $MSFT - At $375, one day we'll look back and see this as a buying opportunity.
29. $CVX - oil might crash after war but these oil companies are going to be extremely important, especially when Venezulea is a goldmine.
30. $XLU - i think rate cuts might be back online, we need power/grid for AI so these names will always be improtant from $CEG to $NEE

Just throwing out other thoughts aside from $AAOI and $AEHR.

[Haobo97 @haobo97]

@ShanghaoJin @BeiWeiji @grok 我2000W以上 麻烦推荐给我 🙏

[叉叉 @web3chacha]

https://t.co/h4gAVn40c2

[魔都老猿 @AriXZone]

打工时带货和当老板带货的区别

[岚叔 @LufzzLiz]

https://t.co/6SR0BCFSf5

[铁锤人 @lxfater]

https://t.co/oCXe1fth9o

[阿川 | AI thinking @AI_jacksaku]

https://t.co/6RkR5yH2WM

[赵纯想 @chunxiangai]

不爱运动的人听完我说这段话，会从根儿上爱上运动：
1、人在进化过程中完全没想过要给淋巴系统也弄一个心脏一样的泵。因为DNA完全没想到人会长时间坐着，躺着。
2、淋巴系统是通过人的运动，也就是肌肉挤压，晃动，震颤，来流动的。
3、流动缓慢的淋巴系统有巨大健康隐患（假象你设计了一个牛逼的系统，并标注一行小字，一定要动，但是用户有自己的想法）。
4、你如果死活不想运动，你就必须去按摩，或者搓澡。目的是让别人帮你挤压淋巴系统。不过这是下策，深层淋巴按摩也挤压不到，极其依赖主动发力。
5、我现在每次去健身房，都带着挤压淋巴系统的短期目的。而不是塑造身材的长期目的。短期目的更容易执行。

[Haobo97 @haobo97]

@ChainTrust0103 求加 谢谢

[Kenny.eth @_0xKenny]

$LINK 的历史机遇 - GENIUS Act

天才法案，把1:1 高流动性储备、月度透明披露、AML/KYC、冻结与跨链可追溯等等要求写进联邦法律，意任何合规稳定币都必须接入链上储备验证 + 跨链通信 + 合规身份等基础设施。

而在预言机、跨链互操作、合规身份、稳定币原生结算网络等关键环节卡位的 Web3 项目，将直接受益于法规推动的需求带来巨大的市场机会。

GENIUS把透明度、实时性、跨链合规等写进了法律。Chainlink $LINK 恰好在这三条赛道领先，并已与主流稳定币、金融机构深度合作。当美国市场迎来���规稳定币的爆发时，发行人要想快速满足监管，就几乎绕不过 Chainlink 的 PoR 与 CCIP，也就自然推高了 LINK 作为网络燃料与质押资产的需求。

GENIUS Act 天才法案为支付型稳定币设定1:1 高流动性储备、月度公开披露与年度审计等刚性合规要求，并明确其跨链流通和反洗钱义务；这些条款天然需要实时储备验证（Proof of Reserve）+ 合规跨链通信（CCIP）等基础设施，恰好与 Chainlink 现有产品高度契合，因此新法规越严格、合规发行人越多，Chainlink 预言机与 $LINK 代币的需求就越强。

法案放行后，摩根大通、美国银行等正考虑自发稳定币 。若仅5家大型银行发行，各自日均清算 100亿美金，则 PoR请求量和跨链调用可扩张数十倍。链上合规基础设施壁垒高，竞争者寥寥。Chainlink 已在 SWIFT、ANZ、DTCC 等试点验证，护城河宽。

$LINK 的月线依旧在上升通道中，有机会下半年回到前高 $38 附近，然后在2026年突破 $80 甚至 $120皆有可能。

nfa.

[Haobo97 @haobo97]

@yekoikoi @Bitget_zh doge怎么样

[Haobo97 @haobo97]

@ARICHCOO $syn

[Haobo97 @haobo97]

@0xcryptowizard strk怎么样

[Haobo97 @haobo97]

@coingecko @shipin_xiazai

[Haobo97 @haobo97]

@jiuerduo 我靠 看到自家生产的内裤了 你这是不是猫人的