Zhy Blog

U.S. equity research, real trade reviews, trading systems, AI automation, Python, and data analysis.

Investment Research and Technical Practice

I write about real U.S. stock trades, position sizing and risk management, trading-system development, AI automation, Python, and data analysis.

U.S. Investing and Trade Reviews Browse All Posts About the Author

Micron FY2026 Q3 Earnings: This Is More Than Another Memory Pricing Cycle

Behind $41.5 Billion in Revenue and an 84.6% GAAP Gross Margin, Long-Term Agreements Are Rewriting the Cycle

A close reading of Micron’s FY2026 Q3 results: GAAP gross margin reached 84.6%, revenue growth came mainly from DRAM and NAND pricing, data-center-related businesses contributed about 61% of revenue, and SCA long-term agreements may be changing the cycle’s downside floor.

Posted by Zhy on September 3, 2026

I Picked the Right Stocks—So Why Couldn’t I Hold On to the Profits?

After Reviewing 19 Exits in MRVL, SPCX, BMNR, and SNDK, I Rewrote My Position-Sizing Rules

Using IBKR executions and Flex statements, I review eight closed trade cycles and 19 exits across MRVL, SPCX, BMNR, and SNDK, then break down the lack of a core position, unstable sizing, and buying back at higher prices.

Posted by Zhy on August 24, 2026

SNDK Investor Day 2026 Review: Valuation Re-Rating and Scaling Out

Do Not Try to Sell at the Exact Top—A Complete Review of One SNDK Trade

A full review of Sandisk’s 2026 Investor Day, including its NBM long-term agreement, AI data-center demand, and changing valuation framework, followed by a postmortem of my own event-driven position, scale-out plan, five-minute trend signals, and position sizing.

Posted by Zhy on August 14, 2026

For $2 a Month, AI Translates the X Creators I Follow and Delivers Their Posts to Feishu

Why I Rejected the Official API and Built a Self-Hosted X Monitor, Translator, and Daily Intelligence Brief

The official X API was too expensive, so I built a self-hosted alternative: near-real-time webhook ingestion for original posts, DeepSeek translation and analysis, Feishu delivery, and a daily morning intelligence brief—all for about $2 per month.

Posted by Zhy on August 13, 2026

How a UK E-commerce Business Can Segment Its Online Retail Customers

Customer Segmentation with RFM and K-Means

Using a UK online retail dataset from Kaggle, this article walks through data cleaning and exploratory analysis, then applies RFM scoring and K-Means clustering to identify high-value, growth, retention, and churned customer groups.

Posted by Zhy on July 31, 2022

How to Speed Up pip Package Downloads

Use Reliable PyPI Mirrors in China for Faster Python Package Installation

If pip downloads from PyPI are slow or time out, switch to a reliable mirror from Tsinghua University, Alibaba Cloud, Tencent Cloud, or another provider. This guide covers temporary and permanent configuration on Windows, macOS, and Linux.

Posted by Zhy on July 30, 2022