懂币猫
懂币猫
Ranked first in 🥇 the annual income list Trading Teaching|Trading Strategies|U.S. Stocks|Gold and Silver
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#USStockMarket #Semiconductors #AI
I'm excited about the US stock market drop, and the brothers in the community are excited too. Everyone knows that a drop means a new opportunity. Recently, multiple live streams reminded us that June would see a pullback, so many have reduced their positions accordingly.
For those without positions, June offers an excellent entry point. The main focus for bottom-fishing in June remains the previous tech sector: Micron, SanDisk, Marvell, Nokia, the chip sector, etc. Also, keep an eye on whether SpaceX's IPO will present a good short-term opportunity.
Upcoming CPI data
SpaceX IPO
These will also trigger significant volatility, so everyone should pay attention.
After the sharp drop, we need to observe which stocks stabilize the fastest. The June pullback has laid a very good foundation for the upcoming market trend. Looking forward to the July market!
#GreenHarmonics
Thanks to the White-Haired Goddess of Stocks
Finally, there's a target that the White-Haired Goddess of Stocks hasn't recommended yet, but I already positioned myself!
It's already 20cm now
Maybe it will ferment again over the weekend, and next week there might be a few more 20cm moves
Serenity
Specifically written for my Chinese readers:
LeaderDrive (688017, 57.73 billion RMB) is my top choice among Chinese listed companies when investing in the humanoid robot sector.
Their business covers:
Harmonic reducers (claimed to hold over 60% of the domestic market share and more than 1,800 global customers)
Humanoid robot rotary joint reducers
Linear actuators
Motors/joints, and many other core components.
They are also entering the planetary roller screws field.
Currently, they hold an absolute dominant position: over 60% of the domestic market share and more than 1,800 global customers.
Major clients include Universal Robots, UBTech, Agibot, and Tesla, Figure, as well as most other humanoid robot developers are likely their potential customers.
If you look at the BOM (Bill of Materials) of these components, a rough estimate is that they account for 4-15% of each humanoid robot developed, and this proportion may increase as they enter more sub-sectors.
I believe no one can precisely model the finances of such a company; its prospects depend more on how many humanoid robots achieve mass production in the coming years.
This is essentially a directional long position on a company that can capture a significant share in every humanoid robot produced.
In scalable mass production, China is clearly the leader in this field, with many Western players unable to reduce costs to the level of LeaderDrive.
As we move toward scalable physical AI, I am extremely optimistic about the robotics sector.
#MRVL
If we go by Jensen Huang's statement that Marvell is worth at least one trillion dollars,
based on Marvell's current market value, there's at least 5x upside potential.
Brothers, should I hold onto this long position? If there's really 5x, the profit on this trade could be close to 100 million.
Oh my, I wouldn't even dare to dream of this 😂😂😂
#Nasdaq #BTC
The left side of the image below is the Nasdaq, and the right side is Bitcoin.
It's very clear how poorly Bitcoin has been performing, so brothers, sometimes not making money isn't your fault; the market is just too bad. Don't keep PUA-ing yourself into thinking you're too bad or that others are doing too well. Believe that you are great; you're just temporarily a hidden dragon in the deep.
If you splice the exchange rate K-line of the Nasdaq and Bitcoin, it's obvious that Bitcoin priced in Nasdaq has been falling for a year.
If in a market no one can make money, then that market has no reason to exist. This indirectly explains why major exchanges are crazily pushing US stocks now.
Because US stocks really make money
