Jenny Cheng@jennyqcheng · 2026/08/26观点输出RT @jukan05: TrendForce: Memory is expected to account for 68% of CSP capex next year. https://t.co/nKCRxNRkQ0
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jenny Cheng@jennyqcheng · 2026/08/23观点输出Timmy C bending the knee.
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jenny Cheng@jennyqcheng · 2026/08/21观点输出BTC 周线悄悄出现底背离了。 https://t.co/Uidvgn2rUO
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jenny Cheng@jennyqcheng · 2026/08/21赛道影响Asset prices will definitely rise — the size of the gains depends on positioning; uncrowded trades will surge the hardest.
bitcoin:native $DRAM $IAUM
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Jenny Cheng@jennyqcheng · 2026/08/21政策影响RT @jukan05: 【Tianfeng Securities Overseas Technology】
Takeaways from an Interview with SanDisk IRD
1. Pricing remains a slightly larger c…
AI：偏政策推进，强调合规落地与规则明晰，对监管主线更敏感。
Jenny Cheng@jennyqcheng · 2026/08/19观点输出Could this possibly be "LITE QE", they will do whatever it takes to support the market before mid-term elections?
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jenny Cheng@jennyqcheng · 2026/08/19赛道影响RT @jukan05: SK hynix to Accelerate KRW 40 Trillion Share Buyback and Cancellation; Raises Shareholder Return Target to “At Least 50% of FC…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Jenny Cheng@jennyqcheng · 2026/08/19赛道影响RT @Etched: We've raised $700M at a $21B valuation from Jane Street, Kleiner Perkins, Sequoia, A16Z, Peter Thiel, BCV, and Blackstone.
We'…
AI：偏主题投资表达，释放对基础设施与新叙事的偏多信号。
Jenny Cheng@jennyqcheng · 2026/08/17观点输出@jukan05 Can I interest you in some Cantonese cuisine?
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
Jenny Cheng@jennyqcheng · 2026/08/17观点输出Interestingly top HK hedge fund Aspex Management added ~$1.18bn $QCOM in 2026Q2.
Source: https://t.co/VteIxjENb3
#Qualcomm https://t.co/7P9MqBvv1y
AI：延续个人公开立场，强调长期主义、执行效率与行业方向判断。
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