WangFengAnc

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Is the storage sector really at the bottom, or is it brewing the next round of a selloff?
Based on US stock market data, the pullback in the sector’s leading stocks looks substantial.
The market’s FOMO sentiment is still going strong.
People say to buy when no one is paying attention—but I have a hunch it may fall further.
In my view, the real bottleneck in the storage space isn’t “whether there are storage demands,” but rather:
Whether AI data centers can keep expanding capital expenditure;
Whether HDD capacity upgrades and HAMR can scale up smoothly;
How long NAND/DRAM price hikes can last;
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China’s first storage stock: Changxin Memory — how should we look at it?
Simple analysis: This is likely the company in China’s semiconductor sector that is easiest to have “price hikes” completely overshadow.
Many people look at it and their first reaction is: storage chip price hikes, AI driving demand, and domestic substitution.
But what’s truly worth studying isn’t how much the price has risen this round—it’s that China finally has a company capable of scaling DRAM manufacturing.
DRAM is a core component that mobile phones, computers, servers, and AI infrastructure all rely on.
For
SKHY-1.80%
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Three divine skills that Codex experts would never tell you!
Use them directly to level up and stand out from others!
1⃣Remotion: Turn videos into code
Generate videos with React / JS, componentizing subtitles, transitions, animations, and data visuals.
Highlights: Reusable templates, replaceable parameters, batch rendering of videos. Not just editing a single video, but building a complete video production pipeline.
Use case: AI short videos, product launch clips, daily reports/rankings videos, data visualization, multilingual promotional videos.
2⃣HyperFrames: Turn web capabilities into adva
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Have you participated in the King of Coins event?
This might be your lowest-cost way to join the World Cup!
Bet 1 USDT and compete for a prize pool of over 80,000 USDT
The King of Coins World Cup total prize pool is still accumulating, with each transaction adding to the pool. It is expected that by the finals, the pool will reach over 100,000 USDT.
The group stage is about to begin: Mexico vs South Africa
Lock in June 12 at 3:00 AM to make your first World Cup bet!

Remember to participate in the championship prediction to share in the exclusive prize pool.
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Create videos with Codex, boosting efficiency by 10 times!
Install this plugin, and you can generate the desired video with just one sentence! No editing software needed throughout the process.
That's right, this plugin is called "HyperFrames"!
Copywriting, visuals, animations, transitions, subtitles, voiceovers—all automated, and if you're not satisfied, you can quickly request modifications.
HyperFrames addresses these pain points:
Repetitive video production is slow: for example, changing titles, data, subtitles, color schemes, or product screenshots within the same template. HyperFrames ca
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The Top 10 Must-Have Skills for Codex Are Here! Boost Your Efficiency by Over 10 Times!
Save first, then install—each of these 10 skills is incredibly practical!
1⃣ Superpowers
Make Codex work like a strict engineer: write tests first, then code, and proactively perform code checks to reduce situations where it "looks like it can run but actually has bugs."
Installation/Source Link:
2⃣ SuperClaude Framework
Add a set of commonly used command menus to Codex. You can use simpler commands to analyze, fix bugs, write code, optimize projects, generate documentation, and more.
Installa
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The recent days in the crypto world have been a clear double-edged sword of bulls and bears!
A couple of days ago, tensions between Iran and the U.S. escalated, causing market panic selling, and Bitcoin directly dropped below 76,000, with tens of thousands of longs instantly liquidated.
After the situation slightly eased, the market immediately rebounded to recover lost ground, turning around to wipe out a batch of short positions, with short-term retail investors basically being harvested back and forth.
Additionally, there are two very key long-term positive signals!
First, Iran launched a n
BTC0.82%
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Uniswap V4 HOOK feast is almost over.
RUG pools, scam pools, conspiracy pools are increasing, and several early popular projects are entering deep correction phases.
Here's a simple summary of the top 8 HOOK-related projects, how much everyone has gained, and how much they've been cut.
1⃣ SATO / $SATO
mechanism: Uses HOOK to achieve fair launch + 99% supply automatically stops minting, creating "on-chain scarcity."
Current status: Launched on May 3, quickly surpassed 1,000 ETH in early reserves, making it the absolute leader in this wave of HOOK narratives.
Token performance: Peak m
UNI3.37%
HOOK-2.21%
ETH1.53%
SWAP-2.79%
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$sato and $sat1 , what’s the difference, and why are they causing FOMO? Even those who missed out should understand them.
The two most popular tokens on Ethereum in recent days, rollercoaster rides.
Both are designed based on Ethereum’s UniSwap hook mechanism.
First, the core difference (mechanism level, the most critical is “state splitting” vs “unified state”)
Their mechanisms are almost identical:
- Issuance method: users pay ETH to the Hook contract → automatically mint new tokens (price increases exponentially with accumulated ETH).
- Exit method: sell tokens → burn tokens + get ETH back
ETH1.53%
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I saw it too late, so I only managed to get a little bit.
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The meaning of daily creation might just be recording life. If you want to become a big KOL, the secret to success is continuous input and output. I was quite lazy recently and haven't managed it much. 1. Stick to self-discipline, input a new idea of your own every day. 2. Keep looking for new trending topics, you can observe benchmark accounts. 3. Strive to positively improve yourself. 4. I am ANC, I speak for myself.
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Emotions are the most easily overlooked cost. Many people talk about trading, focusing only on technical indicators, patterns, and logic, but rarely do they seriously confront emotional issues. For me, what truly causes my account to fluctuate is never the market, but emotions. When I am consecutively profitable, I unconsciously relax discipline, increase position sizes, and chase prices, thinking "I'm in good shape." When I experience consecutive losses, I rush to recover, trade frequently, and end up making things worse. Later, I gradually realized that emotions themselves are part of tradin
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