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“As for Chinese stocks, the focus is definitely on BOE and semiconductor equipment names”
@au_xbt · AU🧲
China's domestic semiconductor equipment buildout, focused on BOE and chip equipment names, lifts ACMR as the key US-listed China semicon equipment play
ACMRLONG@ $105.13
$76.71-27.04%
since call Jun 25
in postLONG
“Fiber optic names could move higher alongside Corning. I have buy orders placed 5% to 10% above current levels. Not sure if they will get filled.”
@au_xbt · AU🧲
Corning is the named catalyst pulling fiber optic names higher as AI data center optical demand surges
GLWLONG@ $229.72
$139.64-39.21%
since call Jun 25
in postLONG
“Just bought one third of my position in Micron $mu at 1060 on the dip. Should see a rebound after the premarket selloff, and since it has already sold off ahead”
@au_xbt · AU🧲
Micron sold off ahead of earnings then blew past every estimate, setting up a sharp rebound
MULONG@ $1,199.97
$815.25-32.06%
since call Jun 25
TIMESTAMPS
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