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Profile

SeasonedInvestor

vip
Age 6.6 Year
Peak Tier 3
As a veteran who has experienced three rounds of bull and bear markets, I swear each time during a bull run that I won't make mistakes again, and I regret not selling everything during each bear market. I claim to only invest in long-term value, but in reality, I have chased trends countless times.
Why is Gao Shanwen worth remembering? Scholarly integrity and independent spirit. Dr. Gao is widely recognized as a top-tier macroeconomist in China, and it’s no exaggeration to omit "one of." People remember him not only for his professional expertise but also for the increasingly rare intellectual temperament, independent spirit, and courage to speak the truth he displayed in the highly commercialized, short-term profit-driven field of macroeconomic research—qualities especially precious today.
1. Professional strength + deep insight (hard power)
He has consistently used a systematic frame
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SanDisk: Goldman Sachs expects a very strong quarter, with the focus on customer agreements and NAND supply discipline. NAND price recovery, long-term customer contracts, and inventory structure improvements are the main supports; the market will pay attention to the proportion of high-value-added products and whether supply expansion remains restrained.
Seagate: HDD pricing and profit margins remain key variables. Nearline drive demand is driven by cloud vendors and AI storage, while supply constraints make prices sticky; investors will focus on high-capacity product mix, long-term contracts,
STX3.96%
TER2.46%
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Reuters report
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@henghaer123 possible😂
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