土狗一枚
2026.02.12 13:21

Today in the semiconductor circle, it feels like heaven and earth again. CRDO was soaring on AI hype not long ago, but today it just plummeted. If it rises too fast, it always needs to catch up. Who told me to hesitate and not dare to average down recently?

RMBS actually crashed. The CFO just left without notice. If you're trapped and want to average down, you really need some mental fortitude.

On the other hand, AXTI and AEHR went straight up like rockets, especially AEHR. This AI programming equipment concept is simply outrageous. Players who missed the rally are exploding on the spot. A

MKR, a serious leader in packaging and testing, is stable and has solid earnings. Although it hasn't risen as crazily as other meme stocks, it's just right for slow-handed folks like me to get by.

There are winners and bombs. That's just how the semiconductor track is, a mix of comedy and thrill.

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