I see many new players are a bit confused, so I'm sharing my operations for reference only, not as investment advice (hope brothers and sisters can follow and discover money-making opportunities together).

I bought Mate during the session, why? Because Tesla and Microsoft are with it, it's the one with the highest probability of a big rise (AI advertising business is too profitable, the only concern is the huge expenditure), although I sold it too early, short-term traders made money anyway.

So when its expenditure was announced, I immediately bought Micron. I see many people think Micron is at a high now, what if they get trapped after buying? I see at least 500 in the short term, and with the current momentum, 600 next month is not a dream, given SK Hynix's huge profits and Samsung's upcoming earnings report.

Back to the topic, the biggest beneficiaries of Mate and Microsoft's capital expenditure are definitely memory chip stocks, why? Many might recall that earlier this year Microsoft and Google even sent people to South Korea to lock in orders for memory chips, and Microsoft even fired a manager.

Another topic, Microsoft's cloud business growth isn't in double digits, progress is slow, originally Google's earnings had only a 60% chance of a big rise, now I personally think it's 80%. Those interested can position early next week at lows, no need to gamble with leverage, just small buys for fun. As for the reasons, I'll write a detailed explanation later (personal opinion, not investment advice).

$Micron Tech(MU.US)$Alphabet(GOOGL.US)$Microsoft(MSFT.US)$Meta Platforms(META.US)

$Micron Tech(MU.US)