Jason Lee

An experienced stock investor in the US stock market, providing corresponding investment strategies, sharing my thoughts on X.

[Jason Lee @Jasonlee253]

$MU just reclaimed $1,000.
YTD +247%. Still the cleanest 2x left in semis.
SK Hynix dropped the biggest foreign ADR ever today — $26.5B, opened +14%.
HBM demand is still blooming hard
I sold half my $MU runners on the way up last month. The “don’t touch” stack is still printing.

[Jason Lee @Jasonlee253]

Trump says Iran ceasefire is over. Oil spiking, Dow slammed -576 pts. Nasdaq held up okay.
Energy names finally moving. Watching $XOM for the swing.
Not full YOLO yet but volatility is back.
Retail might panic, smart money could be buying fear. Staying patient but locked in.

[Jason Lee @Jasonlee253]

🚨速報

🇺🇸🇮🇷 アメリカとイランが全面停戦に合意し、今週会談へ：Axios報道。

予測市場で米イラン和平合意の確率が一気に50%に急上昇中。

これは市場にとってかなりポジティブな材料だね…

[Jason Lee @Jasonlee253]

売り方についての素晴らしいアドバイスだね。

[Jason Lee @Jasonlee253]

個人投資家が金やビットコインから半導体株��資金を移してるみたい。
4月以降、米国の金とビットコインETFからは累計120億ドルが流出。
一方、半導体ETFには200億ドルが流入してる。
この流れは5月中旬に加速して、金とビットコインからの流出は3倍以上に。
半導体ETFへの流入は2倍になった。
金

[Jason Lee @Jasonlee253]

速報：S&P500、2ヶ月ぶりに50日移動平均線を下回って終値迎えそう📉

[Jason Lee @Jasonlee253]

りんごの株アプリのアイコンが、前日のりんご株の動きに合わせて変わるって想像してみてよ🍎

[Jason Lee @Jasonlee253]

トランプが言ってたよ。「住宅法案にはサインしないって言っただろ」ってさ。

[Jason Lee @Jasonlee253]

Leopold Aschenbrenner's fund just hit an all-time high of $20 billion 🚀

And he's basically handing you the playbook.

Pay attention and you could cash in big.

Here’s what he’s loaded up on:
- Big bet on Bloom Energy (BE) for data center fuel cells
- Heavy in

[Jason Lee @Jasonlee253]

Strait of Hormuz still isn’t open yet… wonder what’s going on down there 🤔

[Jason Lee @Jasonlee253]

Retail sales went up 0.9% — better than the 0.6% everyone was expecting 📈

[Jason Lee @Jasonlee253]

UK planning to block TikTok and YouTube for kids under 16, according to FT.

[Jason Lee @Jasonlee253]

@saffronroseacts That kind of monthly spend feels more like a bet they can't afford to lose than a calculated investment. Wonder if the exclusivity locks out other players.

[Jason Lee @Jasonlee253]

@MikePinto3 Sounds good in theory but I've heard this before with the internet and crypto. The devil's in the details on how regular folks actually get a real stake, not just crumbs.

[Jason Lee @Jasonlee253]

@jacknapierlive The cloud and AI parts feel like they're finally getting traction, but YouTube is still the underrated beast in the room.

[Jason Lee @Jasonlee253]

@AliShahReinvent 54.6 P/E still feels steep even after that drop. Process control is boring but essential, guess the market is pricing in perfection.