Nasdaq|S&P500|US stock pick Trades——Ryan ✓
@DavidKWilliams · New York · joined 23 Apr 2009
US · Korean · Hong Kong stocks | Nasdaq · S&P500 · KOSPI · Hang Seng Tech | Weekly watchlist, trend analysis, key levels & risk management.
704 154Followers
4Following
28 127Posts total
85.6KViews on collected posts
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Everyone is watching HBM prices. But AI may be creating a much broader memory shortage.
The next pricing cycle could spread into the entire server memory stack.
Micron jumped about 5.5% as memory pricing returned to the center of the AI trade.
At the same time, Intel CEO https
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AI's next major application may not be another chatbot.
It may be discovering the next drug.
Today, XtalPi (https://t.co/zMMVEFl73J) surged more than 12% intraday after its subsidiary LCC Technologies announced a drug-discovery collaboration with Stanford University.
The https
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Everyone is watching GPUs and HBM.
But one of AI's next real bottlenecks may already be emerging somewhere else:
HIGH-SPEED OPTICAL CONNECTIVITY.
The latest industry checks are showing a major shift.
At the recent optical communications expo, two phrases kept coming up: https
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Hong Kong's AI trade is no longer moving as one group.
The money is starting to choose.
The clearest signal right now is Zhipu AI (https://t.co/CqMV4bcv0A).
On September 17, Southbound investors bought:
→ HK$1.829B of Zhipu AI
More importantly:
→ 5 consecutive days of net h
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The market is still watching HBM prices. But Korea is already preparing for the next bottleneck: the equipment and materials needed to turn HBM capacity into actual shipments.
Today, Korea designated four new materials, components and equipment industrial clusters, with https://
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Korea's defense industry may be entering a much bigger phase: moving from "selling weapons" to "building entire defense systems."
What I'm watching isn't simply how many weapons Korea can export.
It's whether one-off orders can evolve into multi-year defense service revenues. h
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Everyone is watching GPUs and HBM. But one of AI's next supply-chain bottlenecks may be hidden inside the PCB: T-Glass.
Over the past several years, I've generated more than $1 million in cumulative investment returns by looking for overlooked components that can constrain an ht
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Hong Kong's AI trade is splitting — and the money is showing us where the next opportunity may be.
Over the past several years, I've generated more than $1 million in cumulative investment returns by focusing not on chasing the hottest stocks, but on identifying where capital is
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@DavidKWilliams Tôi là công dân việt nam. Cư trú tại việt nam. Tôi mong muốn đầu tư chứng khoán mỹ
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@DavidKWilliams Copied and paste from serenity
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I personally think $SIVE has the setup to become a mini-$LITE type story.
Not because every CPO headline has to work immediately.
Because Sivers is starting to show up across too many optical architectures at once.
In the past few months alone:
1. O-Net + Enablence https://t.
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Against accounts of the same size
12 posts from the last 90 days, next to the 100K–1M follower range. below its peers on both reach and engagement.
Median views396this account5 986median for 100K–1M
Reach, %0.06%this account1.57%median for 100K–1M
Engagement, %0.39%this account0.99%median for 100K–1M
| Metric | This account | Median for 100K–1M | Ratio |
|---|---|---|---|
| Median views per post | 396 | 5 986 | 0.07× |
| Reach (views ÷ followers) | 0.06% | 1.57% | 0.04× |
| Engagement rate | 0.39% | 0.99% | 0.39× |
Others in this range → Compare with another account → How these benchmarks are built →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
81.4K6 Jul
1K
623 Aug
314 Sep
23617 Sep
294
217
135
49718 Sep
538
615
679
Last 12 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.15%6 Jul
1.63%
0.00%23 Aug
0.00%14 Sep
0.00%17 Sep
0.68%
0.00%
0.74%
0.40%18 Sep
0.37%
0.49%
0.44%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 100K–1M accounts is 0.99%.
What the audience does
Likes67.9%125 in total
Reposts7.1%13 in total
Replies7.6%14 in total
Quotes1.6%3 in total
Bookmarks15.8%29 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
Followers by day
17 Sep
Daily snapshots since 17 Sep 2026; the dashed line is the starting count.
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