𝓟𝓪𝓬𝓸 🇸🇬

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

JA4 fingerprint

[Elorm Daniel @elormkdaniel]

Interviewer:

You use a VPN.
Why do some websites still detect your real country?

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

@CyberRacheal arp -a

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

@CyberRacheal B, someone may choose C

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

@oredaidai @rwayne olive oil is wicked good, it ain't that ‘vegan oil’ garbage.

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

華爾街先前擔心貿易戰的焦慮情緒會使企業在機械和房地產方面的支出停滯不前，但到目前為止，這種擔憂似乎有些過頭了。

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

For Chinese readers

[Nikkei Asia @NikkeiAsia]

Having already driven massive shortages in memory chips and CPUs, the global AI boom is now disrupting a more obscure part of the supply chain: optical communications.
https://t.co/nUigwZ6zM0

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

美长债ETF$TLT在上周于水平支撑位收出“曙光初现”（Piercing Line）反转K线，本周跳空高开并收出十字星（Doji），显示空头抛压动能衰竭，多头资金在需求区试探性介入。多头正试图确立阶段性大底，但由于本周反弹量能有限，左侧信号确认。多头下周需放量收复两周前的长阴线实体，方能重新夺回主动权。

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

美天然气ETF（$UNG）周线级别正处于构筑潜在双底（Double Bottom）的震荡筑底阶段。然而，天然气大宗商品素有“寡妇制造者”（Widow Maker）之称，其高波动性极易导致剧烈洗盘。当前结构虽有改善，但左侧博弈风险极高，不具风险承受力的交易者切勿盲目入场。

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

Cleveland-Cliffs $CLF 目前看如期触发倒头肩底（Inverse H&S）颈线突破，周三放量大涨 6.5%，延续看涨K线。从交易心理学来看，颈线突破迫使空头回补（Short covering），同时动能追随者共振推高，确立了多方主导权。该放量破位后的强劲跟进，证实买盘需求强劲，动能全面转向多头。

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

$RIOT 技术面：继前几周对称三角形向上突破后，多头动能强劲。上周长下影线释放强烈的逢低买入（Dip-buying）信号，本周价格加速扩张。日线级别 MACD 柱体与 RSI 呈多头共振，强化上行趋势。在价格跌破更高低点（Higher Lows）或动量指标转弱前，多头顺势而为，反弹趋势未见衰竭。

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

直接受益于$SNDK、$MU、SK海力士、三星的公司：
$COHU [$23.6亿] 热处理设备
$ADEA [$31.2亿] 混合键合
$VECO [$38.1亿] 激光退火
$CAMT [$80.5亿] 3D计量
$FORM [$106.3亿] HBM测试
$ONTO [$136.4亿] 检测
$NVMI [$167.5亿] 光学/材料计量
$RMBS [$170.4亿] HBM4控制器
$AMKR [$182亿] 先进封装

[Paradis Labs @ParadisLabs]

Western Memory Supply Chain:

Companies that directly benefit from $SNDK, $MU, SK hynix & Samsung.

$COHU [$2.36B] - Thermal handlers
$ADEA [$3.12B] - Hybrid bonding
$VECO [$3.81B] - Laser annealing
$CAMT [$8.05B] - 3D metrology
$FORM [$10.63B] - HBM test
$ONTO [$13.64B] - Inspection
$NVMI [$16.75B MC] - Optical/materials metrology
$RMBS [$17.04B] - HBM4 controller
$AMKR [$18.20B] - Advanced packaging
$ENTG [$21.66B] - CMP slurries
$MKSI [$22.57B] - CMP chemistry

Just in case you were wondering on second order names.

Of course a lot of pricing-in has happened YTD. And some names are huge like $AMAT, $CDNS and $LRCX.

But given the memory supercycle, some of the smaller MC companies could definitely keep going as demand flows upstream.

Any other names that should be included?

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

大量尚未生產的 RAM，正被以不存在的資金購買，準備安裝在尚未生產的 GPU 上，並放置在尚未建立的數據中心裡，以滿足可能永遠不會出現的需求。

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

@CMhOeNnExY FakeIP只是delay解析了並不加快速度，主要目的是保留域名紀錄方便分流，surge也不是一定fake它是混合模式可能會返回真IP，firefox有時會自行解析忽略surge要特別設置

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

@CyberRacheal A is DNS server, B is rivate gateway, c is under CGNAT, D is public IP

[Jon Michael Raasch @JMRaasch]

This guy didn’t even flinch… and the plane is roaring loud

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

@Wujizhuzhu 每項目都有好幾個，問題是沒錢

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

@KirkW80413587 @Crypto_hedyEth 健康並非長壽

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

@YuTR0N Wow 2016 less

[𝓟𝓪𝓬𝓸 🇸🇬 @pacothia]

@ReIatetwts @BoraBoraBaye Yes 6