To The Moon

The top 3 performers from my trades were: 🥇‌ ‌‌$AST SpaceMobile, Inc.(ASTS)$  ‌70% 🥈‌‌‌$Vuzix(VUZI)$  ‌ ‌‌64.3% 🥉‌‌‌$Himax(HIMX)$  ‌ ‌57% Every trade idea is posted in my community first and shared on X afterward. I don't delete posts. I don't hide losing trades. I don't rewrite history. While some people quietly remove bad calls when a stock falls, every recommendation I've made remains public for everyone to verify. As May closes, I'm becoming even more bullish on June. Q2 earnings season is approaching. AI infrastructure spending remains strong. Memory, optical networking, semiconductor equipment, and data center-related names continue to show l

I’m truly happy to see that my recent $SNDK trading plan helped many people achieve strong returns. Some members were even able to recover losses from other trades earlier this year. Congratulations and wishing everyone continued success. Always remember: discipline is the key to trading. When I said to sell at 1800, it was important to follow the plan and not let greed take over. I hope more people can discover my work, so I can continue sharing opportunities and helping more traders along the way. ‌$闪迪(SNDK)$  ‌

‌$闪迪(SNDK)$  ‌Also, the next plan has already been released. Don’t miss it.

‌‌$英特尔(INTC)$  ‌’s $20B equity raise could represent more than a simple capital raise. CEO Lip-Bu Tan has emphasized that Intel will only expand advanced manufacturing capacity when supported by strong customer commitments and long-term demand visibility. Intel initially targeted a $15B offering before increasing it to $20B, reflecting strong market appetite and confidence in its AI and foundry strategy. The key question for investors: What level of demand is driving Intel to accelerate investment at this scale? Intel is unlikely to commit tens of billions toward capacity expansion without a clear view of future utilization. If significant foundry agreements are already developing behind the scenes, Intel’s next phase of growth could be under

Behind the scenes, I’ve always been helping everyone find strong stocks. Last time, MU brought many of you great returns, and this time SNDK is no exception. Thank you all for your support.‌$闪迪(SNDK)$  ‌‌$美光科技(MU)$  ‌

I've seen this question after almost every major pullback. My answer is simple: A bull market doesn't die because prices fall. It dies when capital stops flowing into the next growth cycle. Ask yourself: Has‌$微软(MSFT)$  ‌reduced AI CapEx? No. Has‌$Meta Platforms, Inc.(META)$  ‌slowed its infrastructure buildout? No. Has‌$亚马逊(AMZN)$  ‌stopped expanding AWS for AI? No. Did‌$美光科技(MU)$  ‌report weakening AI memory demand? Quite the opposite. Has‌$英伟达(NVDA)$  ‌suddenly lost demand for its GPUs? No. So what actually changed today? Nothing fundamental. The market

While most investors were busy chasing whatever was trending that week, we were quietly building positions in the AI infrastructure names that nobody wanted to talk about. CPO. Optical networking. Memory. Semiconductor test equipment. Not because they were popular. Because that's where the bottlenecks are. AI isn't just GPUs. Every AI server still needs data to move, memory to scale, and chips to be tested before deployment. That's why our members accumulated names like ‌$Credo Technology Group Holding Ltd(CRDO)$  ‌ ‌$POET Technologies Inc(POET)$  ‌ ‌$Applied Optoelectronics(AAOI)$  ‌ ‌$Micron Technology(MU)$ &n

South Korea's KOSPI just jumped 8.18%. SK Hynix +15.91% Samsung +8.97% Memory is becoming the next bottleneck for AI. Those waiting for a semiconductor pullback may be waiting a long time. Please stay patient with‌$Roundhill Memory ETF(DRAM)$  ‌. The thesis hasn't changed. AI demand continues to accelerate, HBM remains constrained, and memory supply is still tight. The market is only beginning to recognize the scale of this cycle. I'll continue sharing more$DRAM research and strategies with the community.

‌$Marvell Technology(MRVL)$  ‌ was one of the few public ideas I shared—and it's already up more than 200%. Imagine the opportunities that weren't posted. X：@thequeennnz

Congratulations to all members who built positions in DRAM-related names, ‌$Roundhill Memory ETF(DRAM)$  ‌，‌$Marvell Technology(MRVL)$  ‌,$Micron Technology(MU)$  ‌, and$Aehr Test(AEHR)$  ‌during Friday's pullback. While others were driven by fear, we stayed focused on the plan and took advantage of the opportunity. As Warren Buffett famously said: "Be fearful when others are greedy, and greedy when others are fearful." More updates on my next moves and positioning plans will be shared in due course. Stay disciplined, stay patient, and let the market do the rest.

But a strong investment thesis shouldn't fluctuate with every red day. These are the prices where I've been buying during the recent weakness: ‌$Micron Technology(MU)$  ‌ 830 ‌$Lam Research(LRCX)$  ‌ 290 ‌$Corning(GLW)$  ‌ 170 ‌$Tower Semiconductor(TSEM)$  ‌ 220 ‌$MKS Instruments(MKSI)$  ‌ 295 ‌$TTM Technologies Inc(TTMI)$  ‌ 155 ‌$Western Digital(WDC)$  ‌ 490 ‌$Lumentum(LITE)$  ‌&n