This is an "informal" column from the Odaily editorial team. The author shares immediate thoughts and different perspectives on industry news, data, hot events, and their nuances; discusses investment ideas and opportunity hypotheses still under verification — they may not be direct wealth codes, and could possibly just be questions themselves; shares observations gained from interactions with industry practitioners; as well as those materials that genuinely enhance our understanding, regardless of whether they come from internal or external sources.

The content of this column is based on the real investment and observation experiences of Odaily editorial team members, does not accept any form of commercial advertising, and does not constitute investment advice (after all, we are equally experienced with losing money). Its purpose is merely to expand perspectives and supplement sources of information, rather than to create consensus. You are welcome to join the Odaily community (Telegram group, official X account) to exchange, question, and joke together.

Wenser (@wenser2010)

Introduction: Tea filler, crypto soy sauce party, media observer

Sharing: 1. The U.S. and South Korean stock markets have corrected, with the correction magnitude even greater than the 20%-25% mentioned last week, approaching 30%. Although industry analysts believe the memory speculation cycle has passed and a wave of cloud vendor speculation is expected, regarding the cooperation between Longsys and Apple, I believe DRAM is still in a stage of supply being less than demand, and I tend to think memory stocks are currently in a deep squat phase.

2. Predicting the market and following the trend can instead lead to losses. Betting small for a profit, I can only say you still can't blindly follow, including the matches between Argentina and Cape Verde, Argentina and Egypt; although the strong teams ultimately won, the weaker teams' performances were notably better. It can only be said that maximizing the commercial interests of referees and FIFA is the enduring tone of the World Cup. Therefore, I am more optimistic about France winning the championship; the previously mentioned championship prediction of buying France at 10 U has already doubled.

3. STRC briefly returned above 90 before falling again. For now, I still tend to short crypto concept stocks, especially the DAT financial treasury company; Circle and Coinbase are considered rebound targets.

4. Recently, software stocks in the U.S. market performed well, including Microsoft, Salesforce, and ServiceNow; it's uncertain whether this is a dead cat bounce or a real fundamental recovery.

Bcxiongdi (@bcxiongdi)

Introduction: Sell high to always profit

Sharing: 1. Meme market rehabilitation training. In the past week, both SOL and BSC have seen many opportunities, but overall it's primarily small capital PVP. I also sold a big basket, and you might want to keep an eye on the Robinhood chain that just emerged today.

2. Played a couple of rounds in the World Cup related prediction market, feeling it's even harder than memes. You might try not to buy in before the match; if you are optimistic about a team, wait for opportunities during the match to bottom out.

Azuma (@azuma_eth)

Introduction: Novice, learning more

Sharing: 1. Continue to focus on the U.S. stock market, first on the most watched semiconductor major correction. The biggest uncertainty now is whether the giants will maintain capex. Friday's listing of Hynix in the U.S. may be a short-term emotional relief point, but in the medium to long term, it still depends on how the giants plan subsequent capex in their quarterly financial reports. Personally, I tend to think market demand won't change and will consider increasing my position on dips (key on DRAM).

2. A potential rotation signal; since October last year, hedge funds have once again concentrated on buying tech stocks, which may be worth following up.

3. The founder of RKLB's scheduled stock selling window will officially close today, and the stock price fell back to the initial reduction limit last night; I will continue to add to my position. The volatility space for this small rocket at this position is limited downwards, but the elasticity upwards is sufficiently imaginative.

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