005930.KS

美美股仙人（全网吹存第一人）00005930.KSBUYL-term · Long-term · LeaningMRMRVLBUYL-term · Long-term · LeaningSNSNDKBUYL-term · Long-term · LeaningININTCBUYL-term · Long-term · LeaningShow more2026-10-07

我说热巴（mu）99.9 分，其实是指海力士 三星 闪迪 英特尔 mrvl arm 所有的硬件都是一样的，大家都是一条船上的蚂蚱，一荣俱荣一损俱损，Buy the dip，长期持有。

JJukan00005930.KSBUYM-term · Medium-term · Leaning2026-10-07

Holy shit. Let’s go, Samsung!

SSerenity00005930.KSBUYS-term · Short-term · LeaningAAAAOIBUYL-term · Long-term · LeaningSISIVE.STBUYL-term · Long-term · LeaningININTCBUYS-term · Short-term · LeaningShow more2026-09-21

$SIVE and $AAOI, yes for a 2027 timeframe; $NBIS is very positive into Q4 2026, and I think legacy and regular memory like $ESMT and Samsung will strongly outperform near term, along with CPU names $INTC $AMD $ARM.