This is an 'informal' column from inside the Odaily editorial department. The authors here share immediate reflections and perspectives on industry news, data, hot events, and their peripheral details; explore investment ideas and opportunity hypotheses still under verification—these may not be direct wealth codes, but could be the questions themselves; share observations gained from interacting with industry practitioners; and materials that have genuinely improved our cognition, whether from inside or outside.
The content of this column is based on the real investment and observation experiences of Odaily editorial department members. It does not accept any form of commercial advertising, nor does it constitute investment advice (after all, we are equally experienced in losing money). Its purpose is solely to expand perspectives and supplement information sources, not to manufacture consensus. Welcome to join the Odaily community (Telegram chat, X official account) to discuss, question, and banter together.
Wenser(@wenser2010)
Profile: Tea-serving assistant, crypto casual observer, media commentator.
Shares: 1. U.S. and South Korean stocks corrected, with the correction depth even exceeding the previously mentioned 20%-25%, nearing 30%. Although industry analysis suggests the memory chip hype cycle has passed and it's time for the cloud provider hype wave, considering the cooperation between CXMT and Apple, I believe DRAM is still in a phase of supply shortage. I tend to think memory stocks are currently in a deep crouch phase.
2. Following predictions in prediction markets actually lost money badly, while placing my own small bets made a modest profit. It just goes to show you can't blindly follow, including the Argentina vs. Cape Verde and Argentina vs. Egypt matches. Although the stronger teams ultimately won, the weaker teams' on-field performances were actually more commendable. It seems referees and FIFA's commercial profit maximization are the eternal themes of the World Cup. Therefore, I'm more bullish on France winning. The 10 U invested in France based on the earlier championship prediction has already doubled.
3. STRK briefly recovered above 90 before falling below again. Currently, I'm still inclined to short crypto-related stocks, especially DAT treasury company targets; Circle and Coinbase fall into the category of targets for betting on a rebound.
4. The software stock sector in U.S. stocks has performed relatively well recently, including Microsoft, Salesforce, ServiceNow. It's still uncertain whether this is a dead cat bounce or a genuine fundamentals-driven recovery.
Bcxiongdi(@bcxiongdi)
Profile: Forever profitable by selling early.
Shares: 1. Meme market recovery training. In the past week, there have been many opportunities on both SOL and BSC, but overall, it's still dominated by small-scale PVP. I also missed a ton by selling too early. You can keep an eye on the Robinhood chain emerging today.
2. Tried a couple of World Cup-related prediction markets, found them even harder than Memes. You might consider not buying before matches; if you favor a certain team, wait for opportunities to buy the dip during the game.
Azuma(@azuma_eth)
Profile: Noob, still learning a lot.
Shares: 1. Continue focusing on U.S. stocks. First, the major semiconductor pullback the market is most concerned about. The biggest uncertainty now is whether the giants will maintain capex. SK Hynix's U.S. listing this Friday might be a short-term sentiment relief point, but medium to long term, it depends on how the giants plan subsequent capex in their quarterly earnings reports. Personally, I believe market demand won't change and would consider buying on dips (focus on DRAM).
2. A potential rotation signal: since last October, hedge funds have been buying tech stocks heavily again, consider following.
3. The founder of RKLB's scheduled stock sale window officially closes today. The stock price also fell back last night to the initial level where I reduced my position, and I will continue to add more. At this price, the little rocket has limited downside volatility and sufficient upward imagination.
