The era of AI is booming, and recently the US stock market's storage sector has been talked about every day, with NAND, DRAM, and HBM flying everywhere. Do you all know what they are? 😂 Here's a popular science post to boost your knowledge 1. NAND Pronounced /nænd/, roughly like "Nan-de" in Chinese. Full name NAND Flash, which is flash memory. Its main feature is that data is not lost when power is off, providing persistent storage. It's everywhere around us: SSD solid-state drives, USB drives, memory cards, the 256G or 1TB internal storage in phones—all of these use it. Large SSDs in enterprise servers also use NAND. SanDisk's core asset is NAND; AI datasets and vector databases ultimately rely on it. In short, it's used for storing data. 2. DRAM Pronounced /ˈdræm/, roughly like "Dram." Full name Dynamic Random Access Memory, which is the running memory. All data is cleared when power is off, but it's much faster than NAND. Corresponding products include computer RAM sticks, 12G/16G phone RAM, and server memory. Temporary data during GPU computations is stored in DRAM. In short, it's used for running processes; it doesn't store data long but runs fast. 3. HBM No need to memorize the pronunciation; just say the letters one by one. Full name High Bandwidth Memory, a high-end upgrade of DRAM. While regular DRAM chips are laid flat on the motherboard, HBM stacks multiple layers of chips vertically, maximizing bandwidth. High-end AI GPUs like Nvidia H100/H200 and AMD MI series come standard with HBM. Note that HBM is not a separate category; it is still part of the DRAM family, just a high-end form. Production mainly relies on three companies: Micron MU, Samsung, and SK Hynix. Finally, just remember roughly: NAND is for storage, DRAM is for running processes, and HBM is a special fast-running memory for AI. Is everything clear now? #AI 🦧 #USStockMarketKnowledge

Goldman Sachs trading desk head released a research report over the weekend, all conveying the same idea: GPT-6 Astra is exactly the AI bull market everyone has been waiting for. Just two days after release, OpenAI claims to be the smartest in the world, CEO Brockman announces welcoming the AGI era, ARC-AGI-3 self-test at 99.9%, and Oracle and SoftBank rose first on Friday as a salute. Looking closely, it’s all awkward. The 99.9% is from OpenAI’s own testing framework, basically a special treatment; switch to a unified neutral testing ground and it drops directly to 62.7%. Ultraman said two days ago that AGI is at best a marketing term, then his own CEO announces AGI has arrived. The release was also phased and gray-scale, subscription users had to wait several days, which made him apologize online, saying the process was too chaotic. Anthropic is even more subtle, with a valuation expectation of 2 trillion dollars, aiming for the largest IPO in history, but the prospectus has been postponed from early next week to late September, whether to avoid the spotlight is unclear. OpenAI is not public, so retail investors like me can only watch the show. Anyway, whoever’s testing ground and whoever sets the questions, 99.9 or 62.7, I can’t tell the difference. 😂 #Anthropic冲击2万亿美元IPO估值

mmp, BNB is up 8% today and still wants to rise, I'm shorting on the main stage, trap, this rise has pulled up the whole market~ Can we get some bad news to cool it down? I can't stand BNB rising alone, I don't like watching the double saint show. This wave is again that meme incentive competition, directly issuing a large batch of rewards to boost it, wasn't last night's Stonks the same? A quick run to a 10 million market cap in a few hours. Another big reason I don't like BNB rising is that it's damn unsustainable, every time after they finish it's a mess, the market crashes rhythm, so how long can the BNB chain hold this time? I'm just here to watch the show!!

Contentment brings happiness, discover beauty. No high demands, just be happy. Grateful for every warm moment encountered on the journey forward, even if just for a moment. To a sentimental 🍊.

Sometimes copying ETFs is pretty good. KORU is a triple-leveraged ETF long on the South Korean stock market, with the largest weighted components being storage giants like Samsung and SK Hynix, effectively giving triple leverage to the Korean storage sector. It rose 9.7% in the past 24 hours, with over $40 million in trading volume, which is not small. Last night, the three major US stock indexes all fell, but storage chips went against the trend, with Micron alone rising 6%. AI servers have completely consumed storage capacity, driving up prices for DRAM and NAND, and even phones are following the price increases. During the day, I was focused on a few US storage stocks and forgot there was such a leveraged product in Korea. By the time KORU appeared, most of the gains had already happened, and I missed out again. This product had a nearly 20% single-day drop a few months ago and also a 15% single-day rise. Triple leverage has this temperament: when it's good, it's really good, but if you hit a single-day drawdown, holders can't even eat. For someone like me who can't hold positions, it's just for watching. 😂 #美光加码AI存储，十年研发投入100亿美元

SNXX rose 19.2% in 24 hours, this asset is a leveraged ETF twice that of SanDisk, when the underlying stock rises 1%, it rises 2%. The underlying stock SanDisk itself also surged 9.9%, with a daily trading volume of 1.8 billion USD, wow. I checked and the trigger was the release of GPT-6 Astra, AI servers have absorbed most of the storage capacity, causing the original manufacturers to raise prices continuously, even pushing up prices for phones. I was right, this storage wave really has something, both the underlying stocks and leveraged tickets are rallying together. #闪迪涨近12%，NAND涨价放缓，产能却加码

The harder you work, the luckier and more money you make. I just had a chat with a friend that completely changed my perspective. Once again, I realized that you really can't be lazy; you have to be diligent and make plans. Day after day, year after year.

Bitcoin dropped to 79,500 USD, down 1.8% in 24 hours, Ethereum over 2,400, also down 2.3%. In the whole market, 500 coins rose, 632 fell, with the majority in the red. More coins are falling, but there aren't many scary drops on the leaderboard; all the excitement is on the double-digit gains among the old coins on the gainers' list. The money hasn't fled, it's just unwilling to stay in the big coins. A few million USD in trading volume can push a 20% bar, all small caps in the front row. In this market, big players are basically too lazy to participate. I usually only dare to watch this kind of market; chasing in is easy, trying to get out later, you don't even know where the opposing positions are. At this level, Bitcoin can't be said to be crashing, nor is there volume to say it's rising, just sideways grinding here. Want to make a move but afraid that buying will just continue the downtrend, watching passively but afraid it might suddenly spike. The group chat this morning is quieter than usual; even the guy who loves to shout trade signals hasn't popped up. $BTC