Mandy

Equity and Option Trader, trading the trend｜AI Supply Chain| Designer, fashion lover and foodie.｜Lifestyle

[The Kobeissi Letter @KobeissiLetter]

BREAKING: US M2 money supply surged +$247.8 billion in May, to a record $23.1 trillion.

This marks the largest monthly increase since May 2021.

Year-to-date, M2 has soared +$698.6 billion, the largest January to May increase in 5 years.

Money supply now stands $1.3 trillion above the March 2022 peak.

Since 2000, money in circulation has grown at an average annual rate of +6.3%.

US money creation is accelerating.

[Barchart @Barchart]

S&P 500 $SPX hasn't had a red July since 2014 📈 🥳 🤗

[Barchart @Barchart]

Momentum Stocks are outperforming the S&P 500 $SPX by the largest margin since the late 1990s 🚨 🚨 Probably Fine?

[MentoviaX @MentoviaX]

$TSLA breaking out of this coil would lead to a HUGE momentum move - maybe new ATH...... MACD golden cross (on both daily and weekly charts) definitely a great signal......

[Mandy @huhuinbj]

担心长鑫存储把存储市场干成白菜价🥬的🧑‍🤝‍🧑可以看看下面这篇文章 😂

[MentoviaX @MentoviaX]

So the news has it that Apple $AAPL is planning to buy memory chips from China’s Changxin Memory Technologies. And people on FinTwit already starting to scream for the end of Micron $MU dominance…… LOL even if this takes place, it would be at least two years before regulatory approval is even a possibility….. and maybe another year or so for the volume production to kick in….

[Mandy @huhuinbj]

@MentoviaX Amazed by your market rhythm.

[Mandy @huhuinbj]

每年其实交易2-3轮8-12周就可以了，不需要做很多股票，4个左右足够了！

Trade less, wait more.

[Mandy @huhuinbj]

@MentoviaX It’s definitely a seller’s market now. Some suppliers have all the pricing power.

[Mandy @huhuinbj]

@aleabitoreddit Increasing memory density is becoming increasingly difficult. Based on the current SSD and HDD technology roadmaps, there are no obvious fundamental physical breakthroughs in sight that would dramatically boost memory density.

[Mandy @huhuinbj]

@alphaticaio good enough！

[Cheddar Flow @CheddarFlow]

Tens of millions worth of $MU orders hitting the tape ahead of earnings

[Mandy @huhuinbj]

@MentoviaX I tend to buy the dip.

[Mandy @huhuinbj]

We’re entering an era where data grows exponentially, but memory capacity grows only linearly — creating a widening “scissors gap”

[Mandy @huhuinbj]

@MentoviaX Plant the seed and be patient enough to watch it grow.

[Cheddar Flow @CheddarFlow]

MASSIVE $11M $MU Call (Unusual)

[Cheddar Flow @CheddarFlow]

This is truly insane

SpaceX has received unprecedented amounts of bullish flow today $SPCX

[Mandy @huhuinbj]

市场崩了MU却十分有韧性！

MU AAPL