To The Moon

Campaign Period: Aug 7--Aug 16 [Heart]Hi Tigers! Over the past month, global stock markets have suffered a significant decline. South Korea’s KOSPI Index fell 43.9%, while the $ChiNext(399006)$dropped more than 27.9%. Although the U.S. $NASDAQ(.IXIC)$ plunged by only 10.2%, tech stocks suffered sharp declines: $Micron Technology(MU)$ plummeted 41.2%, $SanDisk Corp.(SNDK)$ dropped 57.6%, and $SpaceX(SPCX)$ fell 52.6%. The AI rally has hit a roadblock, triggering a heated debate in the market over the

$Datadog(DDOG)$ exceeded second-quarter expectations and raised its annual outlook, yet the shares plunged 19.1%. The reaction suggests that investors now require AI-related software companies to show not merely rapid growth, but continued acceleration sufficient to justify exceptionally high valuations. Datadog reported before the August 6 market open for the quarter ended June 30. Revenue increased 36% year over year to $1.12 billion, non-GAAP operating income reached $257 million and adjusted earnings rose to $0.65 per share. Free cash flow was $279 million, equivalent to a 25% margin. Datadog’s official second-quarter release provides the results and customer metrics. The bullish thesis is that modern applications are becoming harder to monito

[思考]  Navigating the Tech Pullback: Structural AI Boom or Bubble Bursting? ​The recent global equity sell-off has left tech investors standing at a critical juncture. Over the past month, we have witnessed sharp drawdowns across major global indices and technology names: South Korea’s KOSPI plunged -43.9%, the ChiNext Index declined -27.9%, and even the Nasdaq shed -10.2%. Semiconductor and hardware heavyweights took an even severe hit, with Micron falling -41.2%, SanDisk dropping -57.6%, and private valuations such as SpaceX scaling back -52.6%. ​This severe correction has reignited a fierce market debate: Are we witnessing the popping of an AI-driven valuation bubble, or is this a prime buy-the-dip opportunity within an ongoing long-term secular bull market? ​The Bull Case: Str

Wowowow! Just be patient and live your life to the fullest!

$Datadog(DDOG)$ exceeded second-quarter expectations and raised its annual outlook, yet the shares plunged 19.1%. The reaction suggests that investors now require AI-related software companies to show not merely rapid growth, but continued acceleration sufficient to justify exceptionally high valuations. Datadog reported before the August 6 market open for the quarter ended June 30. Revenue increased 36% year over year to $1.12 billion, non-GAAP operating income reached $257 million and adjusted earnings rose to $0.65 per share. Free cash flow was $279 million, equivalent to a 25% margin. Datadog’s official second-quarter release provides the results and customer metrics. The bullish thesis is that modern applications are becoming harder to monito

Campaign Period: Aug 7--Aug 16 [Heart]Hi Tigers! Over the past month, global stock markets have suffered a significant decline. South Korea’s KOSPI Index fell 43.9%, while the $ChiNext(399006)$dropped more than 27.9%. Although the U.S. $NASDAQ(.IXIC)$ plunged by only 10.2%, tech stocks suffered sharp declines: $Micron Technology(MU)$ plummeted 41.2%, $SanDisk Corp.(SNDK)$ dropped 57.6%, and $SpaceX(SPCX)$ fell 52.6%. The AI rally has hit a roadblock, triggering a heated debate in the market over the

[思考]  Navigating the Tech Pullback: Structural AI Boom or Bubble Bursting? ​The recent global equity sell-off has left tech investors standing at a critical juncture. Over the past month, we have witnessed sharp drawdowns across major global indices and technology names: South Korea’s KOSPI plunged -43.9%, the ChiNext Index declined -27.9%, and even the Nasdaq shed -10.2%. Semiconductor and hardware heavyweights took an even severe hit, with Micron falling -41.2%, SanDisk dropping -57.6%, and private valuations such as SpaceX scaling back -52.6%. ​This severe correction has reignited a fierce market debate: Are we witnessing the popping of an AI-driven valuation bubble, or is this a prime buy-the-dip opportunity within an ongoing long-term secular bull market? ​The Bull Case: Str

Wowowow! Just be patient and live your life to the fullest!