我的关注

Well, looks like SLC NAND is forcasted to rise up 120-170% for H2 2026 per Trendforce. There's $MU (21%), Kioxia (20%) as largest share, but clearer beneficiaries appears to be:1. Winbond (2344): ~15% of the SLC NAND market2. Macronix (2337): ~11% market share3. SkyHigh Memory via Puya Semi: ~14% market shareGiven Micron at $1T and others are a bit large relative to SLC NAND TAM. (source: Q1 2026 Winbond presentation/Trendforce).

<@&1519026403734061156>#600879##航天电子# 这一波航天电子的看涨看错了。借用某股民的话：“为了套住我，特意发了一颗火箭”。图二是我的看法。

<@&1519026403734061156>#三环集团##300408# 7月5日提出4浪调整以后下跌顺利。是否见底了？图二分享我的看法。 专栏 · 三环集团

终于登顶成功。累死顺哥。为了股票户口拼命啦。

历经千辛万苦，终于来到传说中的天门。过了天门，鲤鱼翻身，股票户口就会有质的改变好运。兄弟们，一起上。

<@&1519026403734061156>#SPCX##Spacex# 继续看跌。又跌了2%再创历史新低。这个史上最大IPO搞惨了投资人。

$AEHR back up +36.4% today off earnings!2027 guide: $130-$150m (160-200% growth) from 2026 revenue. Sees opportunity to guide higher (assumes no memory revenue or little to none from newly benchmarked AI customer).Q4 bookings: $60.7M, effective backlog is $100.6M.- Lead AI processor wafer-level burn-in customer is significantly ramping their products. - Engaged with additional AI processor customers who are evaluating wafer-level burn-in. - Benchmark customer, which was a “major supplier of AI accelerators, CPUs and network processors” “exceeded their expectations. From management: The potential revenue opportunity from one of these devices is "significant to Aehr". So another benchmark win for potential HVM in the future.- Wafer level burn-in benchmark with a "global leader in NAND flash completed". Now evaluating a development agreement for HBM/NANDSeems like $SNDK since there was HBF related discussions from last quarter I think.- "Our package level burn-in business for AI processors also gained momentum over the year … from our lead hyperscale customer for Sonoma systems"- Silicon photonics customer already ramping, newer networking customers has forecast additional systems Basically the amount of global semi companies that map to $AEHR is pretty ridiculous across silicon photonics, memory, AI processors, and others. I don’t quite think that $130-$150m guidance is representative of actualized revenue for 2027 if these hyperscalers/semi companies convert to HVM. Typically with these types of qualification into HVM players, markets don’t really judge it by current quarter, but what’s to come. And it looks very positive so far in terms of reactions...$116 -> $60 -> $94 all in the span of a month is pretty insane volatility tho, so good to know what you're holding.Serenity: $AEHR looks extremely promising at ~$1.1B MC. Aehr is starting to remind me of an early $TER, mixed with pre-earnings $AAOI. If we look at the timeline and speculated customers:Feb 11th: Sonoma production win for Hyperscaler's AI ASIC processors. (likely $GOOGL, $AMZN,

<@&1519026403734061156>#CRCL# 连续看跌，10号有超过17%的反弹，多头散户们激动不已，然后还是创新低了，激动的多头散户们被扇了一耳刮子。新低以后是不是空头的好日子来了呢？图二分享我的看法。