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#Gate股票畅聊季 #美股财报季 Unboxing SanDisk: What kind of company is SanDisk, really?

SanDisk: The storage cycle and AI tailwinds behind an 85% gross marginAs demand for AI computing power explodes, storage chips are becoming a new growth engine.
SanDisk delivered an “outrageous” set of results for the first quarter of fiscal 2027: revenue of $11.03B, up 378% year over year; gross margin reached 85.1%, even surpassing NVIDIA’s 75% for the same period.
The results not only stunned the market, but also put this once-veteran storage company in the spotlight in the AI storage race.

I. Key financial resul
NVDA-6.89%
SK Hynix-9.45%
SKHY-9.51%
SKHYV-0.98%
MU-10.74%
🚨CRYPTO MARKET FLASH CRASH 🚨
🛑 Over $870M in leveraged positions liquidated
We Gave dump Signal In Free Channel, Right before the dump 😍😍
⬇️⬇️
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Trenches
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ZEC is keeping pace, shorts are taking off, and precision is maxed out!
The strategy was laid out ahead of time overnight: as it rebounded to 1330, we went straight short at a high level. It surged to 1334 in the morning and hit resistance, but the bulls ran out of steam. The bears kept up the pressure in the evening, sending it to a low near 1221. We cleanly captured a 110-point move—once you have the rhythm, profits come naturally!#BTC重返8万 $ZEC
ZEC+1.29%
According to a report by CCTV cited by IT Home, the Dongfeng-61 made its public debut at last September’s military parade and has now entered service with the Rocket Force. Shao Yongling said the pace from its debut to routine training is far faster than the traditional cycle for generating combat capability for an intercontinental ballistic missile. It has already entered training involving field mobility, position changes, and launch procedures.

While spectators were still looking at the new missile’s appearance in the parade formation last year, the troops had already begun training in fie
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BTC-0.67%
#成长值抽奖 Lottery🎁 100% chance to win! Gate Social Growth Points Lottery Issue 2️⃣ 6️⃣ is live!
Complete social tasks to earn Growth Points and get a chance to win a position trial voucher worth up to 5,000 USDT and a Gate tri-fold keyboard!

✨ Upgraded new-user perks: New users can join with no trading volume requirement!

🎯 How to earn Growth Points
1️⃣ Square interactions: Post, like, comment, and share for up to 600/day
2️⃣ Livestream interactions: Watch, like, comment, share, and make reservations for up to 300/day
3️⃣ Hot topic tasks: Join discussions and share trading cards for up to 90/
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SPCX+0.78%
BTC-0.67%
ETH-1.26%
On tariffs, Trump has made his position crystal clear: 25% on Canada and Mexico, 10% on China, taking effect right on February 1. No negotiations. He left a 10% carve-out for Canadian oil, but major tariffs on oil and gas are still coming in mid-February. This isn’t a vague statement—it pins down the timeline, rates, and targets all at once. Under these terms, imports from Canada and Mexico—including auto parts, agricultural products, and energy—and imports from China—including machinery and electrical equipment, furniture, textiles, and apparel—will all have to be recalculated. Canada sends a
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GAS-0.57%
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This afternoon while working out, I was wondering whether to short $SOXL . Then I opened Tencent Micro Securities and saw it had already fallen so much that the risk-reward ratio for shorting wasn’t worth it. I didn’t expect it to fall another 30% tonight
I missed the short, and didn’t close my ethereum:native long position either. A failed man
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SOXL-26.63%
ETH-1.23%
Bitcoin/Ethereum and SOL shorts score a major win

As Bitcoin/Ethereum/SOL prices rose in the early hours yesterday, I alerted everyone to enter short positions at 80850, 2440, and 96-97. During the day today, I again reminded everyone to hold the shorts patiently and wait for the drop, even explicitly saying to add to shorts with floating profits once BTC and ETH broke below 80000 and 2400. At 7:20 p.m., I reminded everyone again during a livestream to hold the short positions patiently and add to shorts with floating profits on a breakout, and to stay the course. Prices have now reached arou
BTC-0.65%
ETH-1.23%
SOL-0.74%
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If you’re on X and trade crypto.
If you earn less than 8,000 yuan a month,
you’re holding the country back.
You might as well clean a cemetery.
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#On-chain metrics analysis
BTC: Bitcoin on-chain unrealized profit ratio after removing dormant tokens (those held for over ten years)
Simultaneously remove unmoved shares held for over ten years from both the profitable supply and total supply, and use the 7-day moving average to identify the 55%–60% deep turnover window at the end of a bull market recovery. When the effective unrealized profit ratio falls back to 55%–60%, it usually corresponds to a deep profit-taking cleanup and cost resetting of shares before the end of the recovery period; removing long-dormant or potentially lost early s
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BTC-0.67%
#btc Just an hour ago, they were saying this—and now it's here
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BTC-0.67%
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KEEP CALM !
The long term uptrend is still here.
Crypto bottomed in July and now these levels are the next strong support to add more.
$BTC : $72,569
$ETH : $2,165
$SOL : $84
$LINK : $10.55
$ZEC : $1144
$HYPE : $73
If these fail we still have one more chance at the golden pocket which comes at $68k for Bitcoin.
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BTC-0.67%
ETH-1.26%
SOL-0.77%
ZEC+1.16%
HYPE+0.24%
Look at this market— even a dog would shake its head$BTC ‌#民主党赢得美国两院
It traded sideways all day today, then plunged hard tonight$ETH
Bros who went long, don't panic!!!
BTC-0.65%
ETH-1.23%
Is my screenshot tripping or Q is down 5% in a day?
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Even the Nasdaq index is crashing this hard! $Q
You’re saying the party factions aren’t collectively trying to purge Trump’s associated interest groups? No one would believe that.
The market is already reflecting it
A lot of smart money is starting to worry
They’re voting with their feet early!
Texas, once their stronghold, was taken over by the Democrats
Musk has been cast as being on the opposite side of the people this time
Things could get tricky from here
It’s been pretty unstable this past week
Trade less and play it safe
$SPCXB $TSLAB
NAS100-4.90%
🔹Chip Stocks Are Falling, but Demand Hasnt Weakened? With Democratic Regulatory Expectations Shakin
live-cover
LIVE1,998
Bro!
You’re still young!
This space isn’t about who makes how much on a single trade, but who survives the longest!!!
(Huang Licheng is no worse than either of us, and he still got wrecked!)
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#ShareWeekly #SKHynix #WCTCS9

South Korea's Semiconductor Rally Faces a Reality Check: Is the AI Stock Recovery Strong Enough to Last?

South Korea's semiconductor market is once again attracting global investor attention. SK Hynix and Samsung Electronics remain at the center of the AI investment story, while movements in the KOSPI are reflecting changing expectations about the future of the global technology sector.

The latest rebound initially created optimism that semiconductor stocks might finally be recovering from their recent correction. SK Hynix climbed around 4.8%, while the KOSPI
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May go down to being one of the best timed shorts that I've ever taken.
bitcoin:native
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BTC-0.67%
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