Lyan

Just sharing more🇨🇳

[Lyan @LyanLeopro]

@uyu_za Is that for real in Japan?

[Lyan @LyanLeopro]

@zaixiameiziyu 喝了一年没喝完，舍不得喝

[Lyan @LyanLeopro]

第五位成员

[Lyan @LyanLeopro]

盖世璞打钱

[Lyan @LyanLeopro]

@NightCruisng 对，大鳄龟

[Lyan @LyanLeopro]

也快三岁了

[Lyan @LyanLeopro]

谁拿我的身份信息开盈透证券了🫠赚了钱记得分我

[Lyan @LyanLeopro]

爱叼东西，这是好事啊

[James E. Thorne @DrJStrategy]

Consensus is still pricing the S&P 500 for a world that no longer exists.

For the rest of the decade expect, strong real GDP growth, low inflation, strong productivity growth, deregulation, supply side policies, a peace dividend, and a Fed that no longer sees growth as bad.

Consensus is still using the 1990s as a guide, while ignoring that cognitive capital is now replacing analog constraints.

S&P 500 earnings target of $650 by 2031 may be too low.

Hyperscaler capex isn’t a bubble. It’s a prisoner’s dilemma that keeps investment running even as monetization lags.

This is a structural rerating around a new computational substrate.
Investors still clinging to legacy frameworks are about to miss the biggest step-change in earnings power in decades.

Full breakdown in our latest MarketSights article 👇

[Lyan @LyanLeopro]

越来越小

[TAPE Vector @Tape_Vector]

$AAOI 12H extended update:

Previous zone broke on the 4th test.

New zone now sits around 128.25.

That level also shows up on the 1D timeframe, so it matters.

The lower 12H extended line of defense is 121.06.

Under that, volume profile / chip distribution shows another shelf, with the center around 117.08.

Now I want to see which level buyers defend.

128.25 first.
121.06 second.
117.08 shelf if the correction goes deeper.
My trading journal, not financial advice.

[Lyan @LyanLeopro]

刚买回来的时候好玩，没个西瓜大

[Lyan @LyanLeopro]

立正站好（小时候）