Many friends have asked me how to trade Changxin. I really don't have the qualifications to answer that. Even with Hynix, I missed the most lively time, and I only just started trying to trade in the past month. If I don't understand, I completely avoid participating. The same goes for the previous SpaceX, and Hynix too. Now with Changxin, I can only do what I understand better; I simply don't have the ability for anything else.

I noticed that Teacher Jiang seems to have a good grasp of this and his predictions are quite accurate. Friends who are interested can take a look. I estimate that it will take me a month or so to understand it.

However, I saw today that Changxin's market value has reached about 55% of Hynix, but Changxin's market share is only about 22% of Hynix (in 2025, SK Hynix's global DRAM sales share is expected to be 34.48%, while Changxin is 7.67%).

Additionally, Changxin's market value has surpassed Intel, but its operating scale has not exceeded that of Intel. Intel's revenue in the second quarter of 2026 is expected to be $16.1 billion, equivalent to about 109 billion yuan. Changxin's expected revenue for the first half of 2026 is between 110 billion to 120 billion yuan, which means that Intel's revenue for one quarter is roughly comparable to Changxin's revenue for half a year.

I can also understand that the emergence of a "top player" in China will attract a lot of support and generate a lot of FOMO sentiment. So, I don't know how long this "buying high" will continue, therefore I choose not to act for now. It feels the safest for me.

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