分享的观点图
副账户这周的操作比较多，我这周加仓了像Gradle、美光、VST、SK以及BE。
Micron says its LTAs/SCAs are noncancellable take-or-pay, and GE Vernova sees no Softbank turbine cancellations. Maybe Elon's claims are more narrow, but should be evaluated more closely given competitive interests vs. Softbank/OpenAI.
這個一定要等到右側再交易，這個地方太左側了，左側哪怕反彈一點你都得小心。
If I had to catch up to the market by year end, I would go AMD. I would go Micron. I would go SanDisk, even though they've been thrown out short term.
