CJ_Blockchain

In this market, any Tom, Dick, or Harry gets interviewed as a "teacher" 😂😂😂

The equity structure of Changxin is really problematic, but it seems no one cares.
After listing, public shareholders can actually obtain only a small portion of the net profit attributable to the parent company, with the bulk going to early investors and state-owned capital.
Changxin Technology's core profit source comes from the wafer fabrication segment (entities such as Changxin Xinqiao and Changxin Jidian).
These fabs are the real "engines" generating high profits. According to the prospectus: Changxin Xinqiao: Changxin Technology and its subsidiaries directly hold 30.68% equity (economic

Are the rumors starting again?
This morning, market rumors said that in order to cool the market, all CPO storage chip performance reports will be released in August.
(August 31 is the latest deadline for the official semi-annual report. Complete financial reports have always been allowed to be arbitrarily chosen between July and August. Disclosure in August is itself compliant, but regulators will not uniformly order the entire sector to be moved to August. Quarterly report releases are independently chosen by companies; the earlier the release, the more favorable it is for stock price su

1. Solana is recovering
2. The sentiment around claiming Ansem coins is very strong
3. People are starting to discuss airdrops
4. There is a large unlock in two weeks (the project team may also have market cap management needs)
So what to buy doesn’t need to be said more🥲🥲🥲

US Stock Market Review
I believe the main reasons for last week's US stock market decline were two-fold.
First, pension funds and institutional positions were rebalancing, so at the open, we saw selling in both storage and big tech, though storage was relatively strong and later recovered.
Second, the explosive earnings reports from storage companies made the market feel that AI capital expenditure is unsustainable, even forcing the most resilient Apple to raise prices.
So the core contradiction guiding our investment now is—whether AI CapEx is sustainable. This is the biggest point of

The optical track is really a mess.
There are too many technical routes.
There are too many bottleneck links.
InP is subject to export controls again.
When new technology comes out, the first thing is to see which companies are bullish and which are bearish.
Corning GLW's glass bridge currently seems to be the most bearish for TFC Communication.
Storage is still good.

Why have foreign investors suddenly started calling out A-shares recently?
Yesterday, Morgan Stanley wrote a deep dive on GigaDevice.
Then Semi Analysis also wrote about NAURA.

The stronger storage is, the worse consumer electronics becomes.
The stronger storage is, the worse the companies that buy storage are.
But what does this have to do with NVIDIA? If AI is about to die, NVIDIA will fall—yet even when AI stands up, NVIDIA still falls.

Although, but actually,
Today everyone is storing to make money,
I want to ask—wasn’t it still easier to make money with Crypto?
It’s only been a few months, and I’m already missing Crypto. No need for DeFi Summer, and no need for Trump. Not even BOME. Even just a Molt would be fine.

It feels like the money made from stocks is earned through hard work.
But making money in the crypto world and losing it feels more comfortable, don't you think?

I'm here for a mental massage. TSMC's latest 2027 CoWoS capacity allocation has been released.
The global AI XPU industry will achieve approximately 60% year-over-year growth.
By 2027, the total global CoWoS demand is expected to reach 2.69M wafers (compared to an estimated 1.39M wafers in 2026), a 93% increase year-over-year.
HBM demand surges:
In 2026, the global AI HBM consumption is estimated at 31 billion Gb (hundred billion gigabits).
In 2027, it is expected to reach as high as 51 billion Gb.
Among them, NVIDIA's Rubin R200 (1.7M GB) and Rubin Ultra (399k GB), as well as AMD