To The Moon

The rise of China’s ChangXin Memory Technologies (CXMT) is fundamentally challenging the traditional narrative of the global memory market, which has long been dominated by US and South Korean giants like Micron, Samsung, and SK Hynix. While CXMT may not completely "unchart" or rewrite the entire global memory paradigm overnight—especially at the bleeding edge of AI hardware —its rapid ascent is rewriting the rules of engagement for US semiconductor firms. 1. Meteoric Market Share Gains CXMT has scaled at a pace that caught Western markets off guard. Driven by massive domestic demand and an upcycle in the memory sector: * CXMT’s global DRAM market share climbed from roughly 3% to around 8%. * Its blockbuster IPO on Shanghai’s STAR Market raised nearly $10 billion, briefly catapulting

Mos company shares surged once it was announced a deal with Nvdia, but this time it lost its luster 🤣🤣

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#SG AI hardware manufacturers 

If decade-long no contribution, as a employee, you are a long gone dead meat already.  From this perspective, Tencent is too lenient or the mgmt was not efficient at all, highlighting an inconvincible issue embedded with its own hubris. The consistent share retreat, is thus a result of it, seldom by chance. 

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Around 5% of day traders are profitable. Even for those who do make money, the juice may not be worth the squeeze. Another paper by Barber and Odean found that the average active investor reliably underperforms the broader market. "Very few people make money, even fewer make enough to make a real living of it."

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