MountainCapri

In search for certainty in uncertainties

[MountainCapri @mountaincapri]

@yiqifacai 財報前小注沖了一下 財務當天下跌猶豫了 之後就一直狂飛 到現在還沒找到第二個加倉點🥲🥲🥲

[MountainCapri @mountaincapri]

I could be completely right or completely wrong.

But I can’t be completely wrong.

[MountainCapri @mountaincapri]

$MU $500
$TSM $400

I’m not crying, you are 🥹🥹

[MountainCapri @mountaincapri]

@teslayoda Indeed, sometimes headline tend to cherry pick a not so good figure to form and spread a very negative narrative

[MountainCapri @mountaincapri]

No we watch blue origin to launch $ASTS satellites to wrong orbit 🚀🫡

[SpaceX @SpaceX]

Watch Falcon 9 launch 24 @Starlink satellites to orbit from California https://t.co/hcVm0rfVqL

[MountainCapri @mountaincapri]

Started the long position on $PLTR this week, see how will this play out 🫡❗️

[Jim Cramer @jimcramer]

Software stocks just can't stay up. Even Microsoft....

[MountainCapri @mountaincapri]

@undrvalue indeed, not a bad idea

[MountainCapri @mountaincapri]

👀

[Trade Whisperer @TradexWhisperer]

$ONDS 🟦🕯️ 👀

Get 300+ charts daily. Try it free:
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[MountainCapri @mountaincapri]

@TradexWhisperer Checked👀spotted a blue candle in weekly chart 🔵

[MountainCapri @mountaincapri]

Now we have all the time in the world, we don’t need to rush for anything.

[MountainCapri @mountaincapri]

��悲觀痛苦絕望下加倉。

但不要執著於一定要在最低點加倉，因為當市場真的觸及底部之時，全世界都會告訴你經濟要崩潰了要踏入寒冬了這次更慘了。

你只能靠自己的judgement📊

$TSLA $NVDA $MU $GOOG $RKLB $ASTS $AMZN

[MountainCapri @mountaincapri]

Elon Musk 宣布 Terafab計劃要自己造芯片。

網上一堆人看空🚫

沒所謂，要認為一個全新的事情會失敗是很容易的。

你可以在想當年說電車會失敗，亦可以繼續看空自動駕駛、機械人等全新事物。因為對看空者來說，看空是沒有成本的，亦不會因為那些事情成功了而損失什麼。

你我要做的，就是在認知差或市場沒有共識的時候，為自己的投資buy time🔄

共識差距愈久，你愈有更多時間累積。

以上。

$TSLA

[Trade Whisperer @TradexWhisperer]

$MU The market is pricing in a disaster that hasn't arrived.

Micron is trading at ~10x Forward P/E with a PEG of 0.6. At these levels, investors are being compensated as if a full-blown chip demand collapse is imminent. It isn't. That gap between fear and fundamentals is where opportunity lives.

And the structural story keeps getting stronger.
We are entering the Era of Inference. Every AI query, every real-time model response, every agentic workflow, none of it runs without memory. You can't build and scale context without memory.

If Micron keeps delivering over the next few quarters, the market will eventually have to reprice the story.

The pessimism is the opportunity.

I've spoken.

[MountainCapri @mountaincapri]

Just gonna leave it here and revisit again in few years

[market participant @undrvalue]

What if hyperscaler capex is generational moat building from disciplined capital allocators

[MountainCapri @mountaincapri]

Buying $MU when they are trying to make HBM4 is like buying $AAPL when they launched iPhone 4.

Few.

[MountainCapri @mountaincapri]

@GateLive_Ric 👏👏👏

[MountainCapri @mountaincapri]

The FOMO Trap — Did You Really Miss Out? $RKLB

You scroll through social media. Everyone is bragging about their Rocket Lab gain 🚀

We’ve all been there. FOMO (fear of missing out) makes you believe that if you don’t buy now, you’ll never get another chance.

But pause for a moment: are you buying conviction, or are you buying hype?

Chasing tops is often the beginning of losses. Many investors rushed into peaks, only to get trapped in the crash. Rocket Lab’s surge today could just as easily turn into tomorrow’s risk.

The real winners aren’t the ones flexing screenshots online. They’re the ones who built conviction before the hype, grounded in research and patience.

FOMO is the most common retail trap.

Don’t buy someone else’s excitement. Buy your own conviction.