To The Moon

If you're looking for actual value in Chinese semis instead of chasing hype, look at $Ingenic Semiconductor Co.,Ltd.(300223)$ at ¥109.61. They design AIoT vision processors and automotive memory/analog chips (through ISSI), hold more cash than debt, and trade at just 19.6x earnings while the sector average is closer to 37x. Average analyst target is way up at ¥187.50. On Friday, volume spiked to almost 2x normal (55.1M shares). It pushed up to ¥116.57 early before the broader market selloff pulled it back to ¥109.61. Clearly a battle going on right around the ¥110 level.

As China’s #1 and the world’s #3 Outsourced Semiconductor Assembly and Test (OSAT) provider, $Jcet Group Co.,Ltd.(600584)$ is a direct beneficiary of domestic AI chiplet (2.5D/3D XDFOI) packaging and Western Digital’s SanDisk (Shanghai) flash assembly integration. Tuesday’s -3.28% pullback from CN¥55.10 to CN¥53.29 mirrors broader CSI 300 profit-taking (-1.29%) rather than fundamental deterioration.

While $SMIC(00981)$ pulled back 22% in October to test HK$45.34 (just above its HK$44.10 52-week low), SMIC's underlying fabs are running hot at 93.7% utilization with Q2 net income up 262% YoY and Q3 margins guided to 26%–28%. Sellers failed to break HK$45.34 this week, and a reclaim of HK$50.00 sets up a pre-earnings run into the November 13 Q3 report.

While the rest of the memory sector kept sliding after Western Digital's capex warning, $Micron Technology(MU)$ stepped up on Friday (+2.46% to $877.55) after successfully defending its $849.25–$858.34 double-bottom support zone. With Q4 earnings already behind it ($54.23B revenue, $68.3B net cash, and Q1 gross margins guided to ~86.25%), Micron has zero earnings-print gamble this week and trades at just 11.8x trailing P/E. Tuesday (Oct 27) is the pivot day with Taoyuan union talks and SK hynix Q3 numbers dropping. Here is the full VSA and execution plan.

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Can the Chip Rebound Continue Without Nvidia Leading? Yes $Advanced Micro Devices(AMD)$ is transitioning from an Nvidia alternative proxy to a standalone rack-scale AI platform story. While Nvidia ( $NVIDIA(NVDA)$ ) remains the primary benchmark for monolithic GPU hardware, AMD is carving out an independent growth trajectory centered on rack-scale architecture and enterprise diversification: The Helion & Rack-Scale Shift: AMD's introduction of integrated rack-scale architectures (such as Helion for agentic AI workloads) establishes that hyper-scalers are buying complete AI data center solutions rather than just discrete silicon. This reduces direct "GPU-to-GPU" pricing friction against Nvidia's Black

$POET Technologies Inc(POET)$ is capturing market attention because it sits directly at the intersection of the single biggest bottleneck in AI infrastructure: data transfer bandwidth and power consumption. As AI clusters scale, traditional copper interconnects hit physical limits regarding speed, heat, and energy. $POET’s proprietary Optical Interposer platform integrates electronic and photonic devices directly onto a single silicon chip, enabling high-speed optical engines (800G, 1.6T, and 3.2T) and External Light Sources (ELS) for next-generation Co-Packaged Optics (CPO). Key Catalysts Driving the Momentum H2 2026 Production Ramp: The company confirmed its transition from R&D to commercial scale, with optical engine production ramping in t

Tesla is coiling right under a major resistance level. Before jumping in on a potential breakout, you need to make sure buyers actually have control so you don't get caught in a bull trap. 3 Things To Watch Before Entering 1. High Volume on the Push: A real breakout needs strong relative volume. If $Tesla Motors(TSLA)$ pushes past resistance on low volume, sellers will easily slam it back down. 2. Daily Candle Close Above Resistance: Avoid buying the first intraday spike. Wait for a solid 4-hour or daily candle close above the level to confirm buyers are holding the line. 3. Broad Market Alignment: $TSLA rarely trends up alone if $SPDR S&P 500 ETF Trust(SPY)$ or $I