TraderS | 缺德道人|7月 15, 2026 14:48
The performance of AI concept stocks like SK Hynix, Micron, and SanDisk tonight makes me feel like this rally is really coming to an end. The recent wild swings and the seven circuit breakers in Korean stocks this year speak for themselves.
This kind of trend is usually caused by major players retreating. Coincidentally, there have been rumors in the past few days about Samsung planning to list in the U.S. With so many giants draining liquidity one after another, the market might not be able to sustain itself. There’s even speculation that Musk is rushing to take SpaceX public to cash out while liquidity is still at its peak before the bubble bursts.
With the storage concept cooling off, funds might genuinely be starting to flow back into the crypto space in phases. After all, Bitcoin has been dropping for over half a year and is currently in a relatively undervalued state, even showing some hedging attributes.
Bold assumptions, cautious verification. At this point, we have no choice but to start planning for operations after the AI hype dies down. After all, those who calculate more win, those who calculate less lose, and those who don’t calculate at all—well, you know the outcome.
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