Today I went to Huaqiangbei, chatted with friends, and realized that AI is really crazy. Recently, these hoarders have created 6 billionaires in just two months, mainly by hoarding storage chips and reselling servers!
In the past two months, the B300 server's quoted price in the Shenzhen free trade zone was 3.7 million RMB, and now it's been speculated to over 10 million! It's truly exaggerated, and cash settlement is required on the same day!
Those who hoard hardware are just like the merchants at Shuibei who hoarded gold and silver at the beginning of the year, with prices changing every day, taken to a peak of excitement!
After walking around Huaqiangbei, I felt something was off; the market seems to be a bit too crazy!
I quickly checked the recent situation of executives selling shares in listed companies, as shown in the picture below; they are basically selling off wildly!
I had AI analyze the data from the images 📊, summarized as follows:
Total reduction amount: The cumulative amount of reduction/intent to reduce within the sample data is approximately $6.745 billion.
Core AI companies liquidating: The total amount reached $3.259 billion, accounting for 48.3% of the total reduction scale.
Traditional/non-AI companies liquidating: The cumulative amount is approximately $3.486 billion, accounting for 51.7%.
🧐 Among these AI companies, the ones with the most severe selling are:
1️⃣ #DELL (Dell Technologies) —— Absolute main force selling ($2.081 billion)
DELL is a core AI server supplier, benefiting from the explosive orders for NVIDIA Blackwell/H100 servers.
Selling details: The Michael & Susan Dell Foundation, under founder Michael Dell, intends to sell a single transaction of $1.248 billion;
Main strategic investor Silver Lake and associated entities have executed multiple continuous sell-offs, cumulatively liquidating over $800 million.
2️⃣ #SNOW (Snowflake) —— Cloud data AI platform ($543 million)
An enterprise-class AI data warehouse and large model integration platform.
Selling details: Core executive Frank Slootman has completed multiple reductions through Form 4, totaling $543 million.
3️⃣ #SYM (Symbotic) —— AI intelligent logistics robots ($282 million)
Selling details: Major shareholder SVF Sponsor has intensely executed a $282 million direct market sale.
4️⃣ #MU (Micron Technology) —— AI high-bandwidth memory HBM ($74 million)
Selling details: CEO Sanjay Mehrotra executed a reduction of approximately $74.4 million (part of a 10b5-1 plan).
Recently in June, it's better to take it easy. I've warned well in advance 🔔, so definitely pay attention to position management! 🧐
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