May 1, 2026
5周后：HBM超级周期的现实检验——所有触发器都已打爆，但开始有人敲钟
5周前的HBM超级周期论点5周后复盘：11个监控触发器中9个明确打爆，大多数超出门槛3-4倍。微软Q3电话会披露约$25B capex来自'更高的内存价格'。三星内存利润同比+50倍。为什么我比5周前更紧张——10只股票的更新止损位与减仓建议。
May 1, 2026
5 Weeks Later: The HBM Supercycle Reality Check
Five weeks after the original HBM supercycle thesis: 9 of 11 monitoring triggers fired bull, most by 3-4× the threshold. Microsoft attributed $25B of capex hike to memory inflation. Samsung memory profit +50× QoQ. Why I'm more nervous, not less — and updated stop-losses for all 10 stocks.
Mar 28, 2026
HBM超级周期：存储芯片不再是大宗商品——谁卡住了AI的脖子
HBM超级周期×DRAM/NAND价格复苏×AI存储瓶颈。10只存储芯片股全面分析。含3月28日Google TurboQuant最新分析。
Mar 28, 2026
The HBM Supercycle: Why Memory Is No Longer a Commodity — and Which Stocks Own the Bottleneck
HBM supercycle, DRAM/NAND pricing recovery, AI memory bottleneck. 10 stocks analyzed. Updated March 28 with Google TurboQuant analysis.