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Short-term market trading is driven by sentiment Long-term asset realization is driven by logic

Optical Communication Edition #ETF #DRAM #EUV DRAM is the memory edition ETF EUV is the optical communication edition ETF A new segmented industry ETF, #DRAM focuses on memory, #EUV focuses on lithography + semiconductor photonics industry chain If you think "As AI data centers grow larger, not only do chips need to be stronger, but data transfer between chips also needs to be faster" then you can pay attention to the EUV ETF, which can be understood as the "AI Hardware Bottleneck ETF": betting on advanced manufacturing on one side and optical interconnects on the other Mainly targeting lithography + semiconductor photonics industry chain Representative holdings TSM 9.7%, ASML 7.88%, GLW 5.03%, LRCX 4.91%, AMAT 4.91%, LITE 4.36% But this ETF has just been launched, and its holdings are concentrated in the popular AI hardware chain. Current liquidity is still insufficient, similar to the early #DRAM. The expansion of optical communication is slower than storage, so it requires continued attention

There are opportunities in the market every day But not every opportunity belongs to you

#SpaceX #USStocks A basically money-grabbing opportunity, everyone hurry up. Brothers with the following brokers remember to take action. The brokers for SpaceX's IPO are the following: Charles Schwab Fidelity Robinhood SoFi E*TRADE This is the "anticipated" retail channel arrangement in SpaceX's initial S-1 prospectus.

Being able to stay out of the market is a skill Being able to avoid missing out is a practice Being able to act without chaos is true enlightenment

#SPACEX #SPCX SpaceX just released its IPO prospectus last night. The community was given the first opportunity to subscribe, with a 30% subscription rate, which is decent considering the low-risk returns—can't expect too much. SpaceX's S-1 filing publicly presents rockets, Starlink, and X/xAI/Grok as one integrated company for the first time. 2025 Revenue of $18.67 billion, up 33% year-over-year, but a net loss of $4.94 billion. The losses mainly come from capital investments in AI. Q1 2026 Total revenue of $4.69 billion, with Starlink alone contributing $3.25 billion, accounting for 70%. Key data: A total of 650 launches, with over 540 Falcon reuses. In 2025, over 80% of global orbital mass share. Starlink has 9,600 satellites in orbit. 10.3 million users covering 164 countries. X has 550 million monthly active users, with 350 million pieces of content daily, which directly feed Grok's training. Now we are all betting on whether Musk can integrate rockets, satellite internet, social data, and AI computing power into a super platform. If successful, it will be the greatest company in human history. Musk’s management style is breathtaking—wishing him success. I will keep tracking #SPCX in the community long-term; this is truly a groundbreaking IPO.

#NVDA NVIDIA's earnings report met and exceeded expectations. The most important point is that it indicates there will be no issues with short-term AI capital investment. Don't chase before the earnings report. The post-earnings drop is an opportunity.

Dumbimiao Trading Academy Live Summary Today

#ETH #BTC I have repeatedly said on live broadcasts that Ethereum is trash compared to Bitcoin, especially for HODLers and spot traders, it's very torturous. Ethereum's performance in the next bull market will also be very weak. Don't be infatuated with Ethereum; it is not a good partner. Despite this, many brothers have very deep feelings for Ethereum. I've shouted myself hoarse, but you still need to experience it for yourselves. In the last bull market, the #ETHBTC exchange rate dropped from 0.08 to 0.018, a 76% drop. #ETHUSD price in USD during the bull market fell from 4000 to 1300, a 65% drop. ETH's price during the bull market is like an ECG, going up and down. Except for swing trading, long-term holding experiences are extremely poor.

#GuizhouMoutai My most powerful confession to you is that I deliberately manipulated the stock price to this point today and told you