Powerpei

tbh if you are judging people for going to e11, then i'm judging you. it's a pinnacle of miami nightlife, every major event that takes place in miami has after parties at e11. and the problem isn't the venue, what happens there, and most certainly not the women who work there. a lot of ppl tweeting under the guise of respecting women have 0 idea what that means. so anyways ya is it kinda funny ppl got there at 7 pm? sure but props to the organizers. you never see crypto events getting this much press. let people have fun. we need more of that sometimes. anyways here's me, working while at e11 in 2016. guess we really are back ... only this time i was trenching 😭🤣

AMD's Q1 earnings report last night was like throwing a fire into a haystack Revenue broke through $10.3 billion, with data center business surging 57% This extremely violent liquidity not only forcibly pushed NVIDIA back to a $5 trillion market cap The cross-market spillover effect is astonishingly fast Today, Hong Kong stocks like SMIC and Hua Hong Semiconductor directly soared Southbound funds swept over 910 billion in buying volume Confirming that capital is frantically searching for semiconductor undervalued spots across the entire network Seeing the screen full of surges, many people emotionally shout that the bull market is back If we strip away this noise and look at the underlying data The foundation of this rally is actually very solid. Macroscopically, the ceasefire news in the Middle East directly hammered oil prices down by more than ten percent The shadow of inflation rebound has been temporarily forcibly dispelled Looking at the micro industry side, capital expenditure in the AI inference era has become an open card Now the big players are competing not just on GPUs Severe capacity mismatch between CPUs and HBM memory is triggering real supply-demand panic in the supply chain. Capital is pouring down this hardest industrial logic chain, leaving no room for shorts. But the purer this logic is, and when everyone thinks "buying means making money" The risk level on the market is even higher When fundamental benefits are quickly overdrawn in a very short time Crowded trading channels inevitably plant the seeds for a sharp high-level shakeout A trend of this magnitude is indeed worth using a small position to ride the premium But heavy buying at this point is purely like putting your neck on the chopping block My current move is to only keep the core leaders' base positions Firmly hold over 30% cash exposure Let the frenzy money be earned by others When this wave of sentiment is exhausted and a real structural correction is hammered out The cash in hand will be the only proof to hold chips at the bottom. #HongKongStocks #USStocks #AIsemiconductors

The May Day holiday just ended, and I’m finally coming to my senses after the traffic jam on the highway. As soon as I opened my computer, I was slapped in the face by the Hong Kong stock market's opening surge. On Twitter, people are still arguing about the AI singularity every day. The grand narratives of giant valuations are hanging in the air. But today, the money in the market is extremely real. It directly ran to vote for the most struggling manufacturing sector. ➤ Xiaomi surged nearly 7 points, and semiconductor stocks like SMIC and Hua Hong also took off. The logic is very straightforward: after being battered by geopolitical risks and regulatory washouts several times, smart money has long stopped looking at PPTs. If you can deliver 30,000 cars in a month, if you have real chip orders, the funds will flow to you. But to be honest, looking at these bullish candles, I didn’t feel excited; instead, I felt an extreme sense of defeat. Because I realized that as a person, I am becoming more and more like a useless player in this game. —————— I just went to check the backend logs of my self-developed Web3 monitoring tool. In the seconds before the spot market moved, my AI Agent had already captured abnormal capital flows from the Perp order books of Hyperliquid and Aster’s tokenized stocks. It directly issued a warning in natural language. While I was hesitating in front of the screen about whether to chase the high, still weighing the situation in the Middle East in my mind, the machine had already calculated the slippage without emotion and made the risk control decision. This is the most despairing gap. You think you are competing with the big players, but in reality, you are fighting against code that responds tirelessly in milliseconds. In a volatile market, those few seconds of early reaction from the machine save you the principal you would have lost. I’ve completely given up on the idea of "manual trading". These days, I don’t want to do anything else; I just plan to focus on iterating my AI Agent’s cross-market monitoring and risk control modules. ➢➢➢ The trend has already changed. Tools serve people, and people are in turn being eliminated by tools. For those still relying on their hands to draw support lines and chase hot stocks based on market feel, good luck to you. The money you lost on slippage will ultimately turn into electricity fees for the algorithms.