Will Yang|6月 05, 2026 06:44
Recent observations and learning about the US stock market:
Right now, it’s not exactly a booming period. The US stock market has massive capacity, but the channels available for Chinese investors are very limited.
This feels a bit like the altcoin season in the crypto world—sector rotations everywhere: storage, quantum computing, optical communication, and so on. NOK, MRVL.
We’re seeing the emergence of a highly iconic top-tier shill KOL—Jensen Huang. Previously, we all experienced the shill eras of Elon Musk and Donald Trump, right? No need to say much about what comes next.
All in all, I think this is a great opportunity for degen players who’ve been deeply immersed in the crypto world to get involved. Many speculative strategies are universally applicable.
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