$SPCX went crazy short squeeze last night! Soared 16%! And with volume! I stopped shorting below 110 and reversed to place a long order, predicting such a short squeeze would happen, but the long order didn't fill. From the market perspective, this rebound won't end so quickly; the 135 issuance price will definitely be broken, the 150 opening price might be touched, and the 175 extra unlocking condition price (already invalid) is probably hard to reach. I think 135 for $SPCX is already too expensive. I hope it pulls up more this wave so I can short again. I've made over $100,000 on $SPCX, thanks to Musk, but lost 50,000 in storage. Storage seems to be oscillating and unloading; the main force hasn't pushed the price beyond key levels nor dropped below them. But as time passes, it's unfavorable for cyclical stocks. I've already opened a short position, with floating profits and losses jumping back and forth $SNDK $MU

The stored car is really damn shocking! The short position sometimes shows floating profit, sometimes floating loss, then hits the stop-loss point, and immediately shows floating profit again… such a smooth market, huh? $SNDK $MU

$BTC Billionaire says: Last chance to get on board From a liquidity perspective, it's just oscillating up and down. The probability of a big bullish candle returning to a bull market and breaking away from the bottom is very small. The main force isn't stupid; it's most comfortable to profit from both ends, slowly accumulating chips. They need quiet.

This week is the last trading day for the US stock market. Storage stocks were quite strong before the market opened. If they hold the key level, a second wave of rise might come, but it doesn't change their cyclical nature. If they hold, I'll set a stop loss.

Samsung is a production capacity monster. Once it expands production and iterates technology in the HBM field, the expansion speed will exceed everyone's imagination. Don't believe those institutions' industry analyses, nor the media articles analyzing it. Now all articles tell you that China lacks storage, the US lacks it, Europe lacks it, and the whole world lacks it... We only believe in technology! Believe in the power of industry! The cyclical nature of assets is very difficult to reverse or change, and this has nothing to do with price. -- @Dayu: Samsung developed a zHBM, with performance 4 to 8 times that of Hynix HBM5, storage density over 10 times that of HBM5, energy efficiency improved 3 times, and thermal resistance reduced by more than 50%.

$SNDK's earnings report and guidance once again confirm that storage is a cyclical stock, especially mid-to-low-end storage. If you still argue with me about whether it's a cyclical stock, you deserve to be stuck for 20 years