无限Jason
729 Posts
无限Jason
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$ASTER Aster's official team should disclose their internal staking numbers. Otherwise, everyone can reasonably assume that these repurchased coins are still lining the official's pockets. If the official staking numbers are jaw-dropping, then what's the point of the buyback? $ASTER
Partly True
White-haired stock guru Serenity @aleabitoreddit latest watchlist, I've got it all organized for you.
Check out the 5th, 6th, and 7th charts in the comments section.
Quick summary:
Her main strategy isn't just about buying big AI stocks, but about betting on the most critical bottlenecks in AI infrastructure:
CPO, 1.6T, AI photonics, InP, lasers, SiPh, compound semiconductors.
High conviction / heavyweight picks include:
SIVE, AAOI, AXTI, IQE, LITE.
More defensive and foundational combo plays are:
TSEM, SOI.PA, COHR.
High beta and supporting plays include:
Green Harmonics, Win Semi, XFAB, JBL, MRVL, HPS.A.
Other directions she mentioned are:
NVTS, WOLF, INTC, MU, GFS, AEHR, POET, HIMX, NBIS, NOK.
Her logic is crystal clear:
AI continues to evolve, not just needing more GPUs,
but also faster data transfer, stronger optical interconnects, more stable power supply, and localized supply chains.
So she's not looking for the hottest stocks, but for the spots in the AI supply chain that are most likely to become bottlenecks.
This list is not a buy recommendation, not financial advice! #Serenity
Check out the 5th, 6th, and 7th charts in the comments section.
Quick summary:
Her main strategy isn't just about buying big AI stocks, but about betting on the most critical bottlenecks in AI infrastructure:
CPO, 1.6T, AI photonics, InP, lasers, SiPh, compound semiconductors.
High conviction / heavyweight picks include:
SIVE, AAOI, AXTI, IQE, LITE.
More defensive and foundational combo plays are:
TSEM, SOI.PA, COHR.
High beta and supporting plays include:
Green Harmonics, Win Semi, XFAB, JBL, MRVL, HPS.A.
Other directions she mentioned are:
NVTS, WOLF, INTC, MU, GFS, AEHR, POET, HIMX, NBIS, NOK.
Her logic is crystal clear:
AI continues to evolve, not just needing more GPUs,
but also faster data transfer, stronger optical interconnects, more stable power supply, and localized supply chains.
So she's not looking for the hottest stocks, but for the spots in the AI supply chain that are most likely to become bottlenecks.
This list is not a buy recommendation, not financial advice! #Serenity
Bro shares
A super effective methodology for everyone:
About daily behaviors and habits:
1. Every night before hitting the sack, lie in bed and replay today like a movie. The key is to stay emotionless, treating yourself like a zombie, and observe this body: from 7 AM to 10 PM, what was I doing every single minute?
2. For example: woke up at 7 AM, freshened up, then went for a run, had an English lesson at 10 AM, after dinner, went for a walk, read a book. The more detailed, the better; review every single action.
3. Then break down these actions: which ones are necessary, which are not? Which can be optimized? For instance, sometimes I think about hitting the sauna, getting a foot massage. After thinking it over, it’s basically my body might be a bit weak, or I didn't have enough energy today from learning too much. The best solution is actually to hit the gym, systematically improve my fitness, reduce fat, gain muscle, first boost my sleep duration, stick to a regular schedule, and then find ways to enhance my sleep quality.
4. Get to the root of your actions and fundamentally solve and optimize them!
5. Do this every day, reflect on your day, essentially giving yourself a chance to optimize daily.
6. The most important part is to observe your daily actions without any emotions. Because once you bring emotions in, you’ll rationalize your actions and find a thousand excuses for yourself.
7. Humans are essentially creatures of habit. The actions you perform daily, your habits, define who you are and what kind of life you’ll have in the future.
About daily thoughts and ideas:
8. Spend more time focusing on yourself, improving yourself, being aware of yourself, and optimizing yourself. Don’t waste time worrying about others’ opinions of you. This is a truth that reduces internal conflict and paves a path to happiness.
9. I recommend everyone read 'Meditations'. The Stoic method of dichotomy of control is true wisdom, helping me gradually understand real happiness.
Control what you can control, accept what you can’t, and then channel all your energy into 'becoming a better person.'
A super effective methodology for everyone:
About daily behaviors and habits:
1. Every night before hitting the sack, lie in bed and replay today like a movie. The key is to stay emotionless, treating yourself like a zombie, and observe this body: from 7 AM to 10 PM, what was I doing every single minute?
2. For example: woke up at 7 AM, freshened up, then went for a run, had an English lesson at 10 AM, after dinner, went for a walk, read a book. The more detailed, the better; review every single action.
3. Then break down these actions: which ones are necessary, which are not? Which can be optimized? For instance, sometimes I think about hitting the sauna, getting a foot massage. After thinking it over, it’s basically my body might be a bit weak, or I didn't have enough energy today from learning too much. The best solution is actually to hit the gym, systematically improve my fitness, reduce fat, gain muscle, first boost my sleep duration, stick to a regular schedule, and then find ways to enhance my sleep quality.
4. Get to the root of your actions and fundamentally solve and optimize them!
5. Do this every day, reflect on your day, essentially giving yourself a chance to optimize daily.
6. The most important part is to observe your daily actions without any emotions. Because once you bring emotions in, you’ll rationalize your actions and find a thousand excuses for yourself.
7. Humans are essentially creatures of habit. The actions you perform daily, your habits, define who you are and what kind of life you’ll have in the future.
About daily thoughts and ideas:
8. Spend more time focusing on yourself, improving yourself, being aware of yourself, and optimizing yourself. Don’t waste time worrying about others’ opinions of you. This is a truth that reduces internal conflict and paves a path to happiness.
9. I recommend everyone read 'Meditations'. The Stoic method of dichotomy of control is true wisdom, helping me gradually understand real happiness.
Control what you can control, accept what you can’t, and then channel all your energy into 'becoming a better person.'
Trading Mindset Tips:
1. Don't average down on unrealized losses, add to positions on unrealized gains.
When your position is underwater, never average down to lower your cost; you can choose to hold (as long as you have a solid grasp of the market direction), but averaging down is off the table. Conversely, when you're in profit, that's when you should consider adding to your position and set a stop-loss to secure your gains and lock in a safety net.
2. Stay clear-headed during bullish trends, know when to take a break during bearish trends.
Everyone encounters markets that suit their trading style, but don’t mistake a phase for a permanent trend. Overconfidence often leads to significant drawdowns - my major losses and liquidations stem from this. When the market moves against your expectations, it's essential to take a step back and recalibrate your mindset.
3. Filter out external noise and build your own trading system.
Many traders struggle because they consume endless analysis but hesitate to enter trades or hold positions. The root of the problem is a lack of confidence. You need to develop your trading logic through practice, and then synthesize the strengths of successful traders to optimize your take-profit and stop-loss strategies, rather than relying on external distractions.
1. Don't average down on unrealized losses, add to positions on unrealized gains.
When your position is underwater, never average down to lower your cost; you can choose to hold (as long as you have a solid grasp of the market direction), but averaging down is off the table. Conversely, when you're in profit, that's when you should consider adding to your position and set a stop-loss to secure your gains and lock in a safety net.
2. Stay clear-headed during bullish trends, know when to take a break during bearish trends.
Everyone encounters markets that suit their trading style, but don’t mistake a phase for a permanent trend. Overconfidence often leads to significant drawdowns - my major losses and liquidations stem from this. When the market moves against your expectations, it's essential to take a step back and recalibrate your mindset.
3. Filter out external noise and build your own trading system.
Many traders struggle because they consume endless analysis but hesitate to enter trades or hold positions. The root of the problem is a lack of confidence. You need to develop your trading logic through practice, and then synthesize the strengths of successful traders to optimize your take-profit and stop-loss strategies, rather than relying on external distractions.
Binance is still the most forward-thinking, refunding all users. They're even distributing a million bucks to $SPCX , but it's unclear whether it's split evenly or allocated based on staking amounts.
Disputed
All CEX's $SPCX orders have been canceled, don’t hedge, no tokens are being issued anymore!
SpaceX is going public, everything you want to know
SpaceX officially hit the US stock market today, ticker $SPCX.
I've compiled the most critical data from this IPO into a few charts.
Let's break it down with three keywords:
High control, high valuation, low liquidity.
Here are some core points:
Issue price: $135 per share
Funds raised: About $75 billion
IPO valuation: About $1.77 trillion
Shares issued as a percentage of total equity: About 4.25%
Market demand: Rumor has it, oversubscribed over 4 times
This means that in the early stages of trading, there are very few chips actually available.
In terms of equity structure, Musk holds about 42% but has about 85% of the voting rights.
So what the market gets is stock, but the real control is still in Musk's hands.
This isn't an ordinary public company; it's more like a publicly traded 'Musk Empire Asset'.
Business-wise, SpaceX mainly looks at three areas:
First, space launches.
This is the foundation, but not the core of profits.
Second, Starlink.
This is currently the real cash cow, with operational profits around $4.423 billion in 2025.
Third, AI/xAI.
This represents the biggest long-term narrative, but it's also the most cash-burning segment.
My take is:
In the short term, SPCX won't lack hype and could even be pushed up hard by low liquidity.
In the medium term, we'll need to watch for unlocks and valuation reversion pressures.
In the long term, what truly determines its value is whether Starlink, AI, and space infrastructure can deliver.
It's not just an ordinary growth stock; it's more like a super narrative asset.
This is also the most alluring part of $SPCX , and its biggest risk.
#SpaceX #Spcx $SPCX
SpaceX officially hit the US stock market today, ticker $SPCX.
I've compiled the most critical data from this IPO into a few charts.
Let's break it down with three keywords:
High control, high valuation, low liquidity.
Here are some core points:
Issue price: $135 per share
Funds raised: About $75 billion
IPO valuation: About $1.77 trillion
Shares issued as a percentage of total equity: About 4.25%
Market demand: Rumor has it, oversubscribed over 4 times
This means that in the early stages of trading, there are very few chips actually available.
In terms of equity structure, Musk holds about 42% but has about 85% of the voting rights.
So what the market gets is stock, but the real control is still in Musk's hands.
This isn't an ordinary public company; it's more like a publicly traded 'Musk Empire Asset'.
Business-wise, SpaceX mainly looks at three areas:
First, space launches.
This is the foundation, but not the core of profits.
Second, Starlink.
This is currently the real cash cow, with operational profits around $4.423 billion in 2025.
Third, AI/xAI.
This represents the biggest long-term narrative, but it's also the most cash-burning segment.
My take is:
In the short term, SPCX won't lack hype and could even be pushed up hard by low liquidity.
In the medium term, we'll need to watch for unlocks and valuation reversion pressures.
In the long term, what truly determines its value is whether Starlink, AI, and space infrastructure can deliver.
It's not just an ordinary growth stock; it's more like a super narrative asset.
This is also the most alluring part of $SPCX , and its biggest risk.
#SpaceX #Spcx $SPCX
MicroStrategy founder Michael Saylor responded regarding the company's sale of Bitcoin:
What he previously said about "never selling" was referring to:
Retail investors should not sell their Bitcoin!!
He never stated that the company couldn't sell.
The point is to advise retail not to sell, only MicroStrategy can sell, right? $BTC
What he previously said about "never selling" was referring to:
Retail investors should not sell their Bitcoin!!
He never stated that the company couldn't sell.
The point is to advise retail not to sell, only MicroStrategy can sell, right? $BTC
Verified
A certain female crypto tycoon in the domestic scene got scammed for 60 million. Anyone know who's behind this?
I asked a few AIs:
What’s the chance of @SpaceX dipping below its issue price within 15 days after launch for $SPCX ?
Here are the results below:
Claude: about 10-15%
Grok: about 15-25%
ChatGPT: 35%
DeepSeek: 60%
Doubao: 68%
Qianwen: close to 0%
The range is wildly different from close to 0% to 68%. 😂
What’s the chance of @SpaceX dipping below its issue price within 15 days after launch for $SPCX ?
Here are the results below:
Claude: about 10-15%
Grok: about 15-25%
ChatGPT: 35%
DeepSeek: 60%
Doubao: 68%
Qianwen: close to 0%
The range is wildly different from close to 0% to 68%. 😂
Binance is giving away cash, grab your free 10U!
Latest event: Binance Football Challenge, click on the announcement to find this event, hit participate, and just guess one to unlock the prize. Rewards are random, usually around 10U, and some even hit 2000U, zero fees.
How to participate is shown in the image.
Latest event: Binance Football Challenge, click on the announcement to find this event, hit participate, and just guess one to unlock the prize. Rewards are random, usually around 10U, and some even hit 2000U, zero fees.
How to participate is shown in the image.
Verified
SpaceX's IPO has officially landed on Binance! Head over to the Binance wallet homepage to stake USDC and unlock a limit of $SPCX . Here's the breakdown:
Alpha Points:
>0 $20K limit
>40 $100K limit
>100 $200K limit
>200 $500K limit
Plus, if you hold the 'An Xiaojiang' badge, you can bump your limit up by an extra $50K; check the page for how to snag that badge.
The issue price for $SPCX is: $135
Total market cap is around $1.75 trillion, raising 5% (about $750 billion)
There might be a $11.2 billion 'green shoe' overallotment
So, the final fundraising amount would be: $86.2 billion
Subscription time: Ends 6/12 at 12:00 (Beijing time)
⚠️* There might be a 5% underwriting fee. Also, the staked amount doesn't guarantee your final allocation because it might oversubscribe, and the distribution could be based on the staked amount relative to the total limit. #SpaceX
Alpha Points:
>0 $20K limit
>40 $100K limit
>100 $200K limit
>200 $500K limit
Plus, if you hold the 'An Xiaojiang' badge, you can bump your limit up by an extra $50K; check the page for how to snag that badge.
The issue price for $SPCX is: $135
Total market cap is around $1.75 trillion, raising 5% (about $750 billion)
There might be a $11.2 billion 'green shoe' overallotment
So, the final fundraising amount would be: $86.2 billion
Subscription time: Ends 6/12 at 12:00 (Beijing time)
⚠️* There might be a 5% underwriting fee. Also, the staked amount doesn't guarantee your final allocation because it might oversubscribe, and the distribution could be based on the staked amount relative to the total limit. #SpaceX
Boss JU is just too amazing, when the platform has issues, users are told not to reach out to the platform but to contact their referrer, just a classic case of passing the buck. 😂
Verified
Summer of 1999.
NBA Finals: Spurs VS Knicks.
Then, the internet bubble burst, and the Nasdaq dropped for 3 straight years.
The stock market tanked by nearly 80%.
Summer of 2026, 27 years later.
Spurs VS Knicks is back.
So, are you feeling nervous or what?
NBA Finals: Spurs VS Knicks.
Then, the internet bubble burst, and the Nasdaq dropped for 3 straight years.
The stock market tanked by nearly 80%.
Summer of 2026, 27 years later.
Spurs VS Knicks is back.
So, are you feeling nervous or what?
Verified
The white-haired stock guru Serenity just dropped a list of 33 stocks, including 300376.SZ 易事特 on the A-share ChiNext, which caused 易事特 to skyrocket 20% and hit the limit up. This is her second call on A-shares after last week's (Friday) bullish harmonic play, which after hitting the limit up on Friday continued to defy the market with a nearly 9% surge today. I can only say, the white-haired girl stock guru's calling ability is terrifying! As soon as I caught wind of the news, I rushed into 易事特 and another Hong Kong stock she recommended, 2577.HK, but unfortunately, the Hong Kong stock didn’t pump. Still, I'm very satisfied. This time, I had a reaction window of about 2-15 minutes, and I will be updating her latest news on this account immediately!
Note: Serenity’s list of 33 stocks and her latest statement: bullish on $SIVE.
The above content is for reference only and not financial advice.
#Serenity #白毛股神
Note: Serenity’s list of 33 stocks and her latest statement: bullish on $SIVE.
The above content is for reference only and not financial advice.
#Serenity #白毛股神
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