10-year US Treasury yields above 5%—why is this a “fatal blow” to memory stocks?

Many people don't understand what an upside surprise in US CPI has to do with Japanese and South Korean memory stocks plunging. They're half a world apart. Today, I'll lay out the transmission chain clearly for you.

Step 1: CPI upside surprise → rate-hike expectations heat up. On October 14, the US released its September CPI data, with headline CPI up 3.7% year-on-year and core CPI up 2.6% year-on-year, both fully exceeding market expectations. The market-implied probability of an October rate hike surged over

From October 1 to October 16, all subscription trade records had only one loss, but the direction never changed, and we nailed it perfectly. Real-time trades basically entered and exited with pinpoint precision, and we have been profitable every day. The most important thing in futures trading is position management, not gambling. Ant King, open your dog eyes and see clearly what real strength is—defaming other streamers is not a skill

$PNC This breakout is most likely a false breakout. Revenue rose 15% and net profit rose 19%, which is indeed a solid performance for a regional bank. Net interest margin was lifted by both volume and interest rates, but the unfinished sentence in the original text made one thing clear: the way this thing operates is backward. It looks strong now, but it could easily revert to its original form once the holiday effect fades. Let’s wait until the weekend to look at the results and compare notes then. #Under the Fed’s watch

#Solana大升级定档
#SolanaMajorUpgradeScheduled
SOLANA’S ALPENGLOW UPGRADE: A MAJOR TECHNICAL BREAKTHROUGH OR A CLASSIC “SELL THE NEWS” EVENT?
Solana is approaching an important milestone, with its Alpenglow consensus upgrade scheduled for October 21, 2026. The announcement has attracted attention across the crypto community because it promises to improve transaction finality and make the network more efficient. However, one important question remains: will this technological progress push SOL higher, or has the market already priced in most of the positive expectations?
In my view, Alpenglow repr

$EBAY
The bigger picture is actually a massive cup+handle. It also played out the cup+handle it formed between 2021-2026 🔥

The Overlooked “Third Culprit” Behind the Crash—The Technological Progress of Chinese Memory Manufacturers

Most analyses have focused on the higher-than-expected CPI and concerns over AI financing, but I believe one factor has been seriously overlooked—the technological progress of China’s ChangXin Memory Technologies.

When analyzing the reasons behind the plunge in Japanese and South Korean stocks on October 13, Ying Xiwen, head of the research department at Minyin International, cited three factors: the sharp overnight decline in the U.S. memory chip sector, warnings from the CEOs of Int

Samsung’s quarterly profit surpasses 100 trillion won, yet its stock price has fallen 25%—how should we understand the divergence between performance and share price?
Samsung Electronics released its third-quarter earnings guidance on October 8, and the figures were explosive: quarterly operating profit is expected to reach 107.4 trillion won, up 782.5% year on year and exceeding 100 trillion won for the first time in a single quarter. This marks the fourth consecutive quarter in which Samsung has set a new record for operating profit, with quarterly profit even exceeding the total for all of

Last night, Bitcoin first broke below the 80,000 mark, dipping to around 79,700 before rebounding quickly and rising all the way to around 82,700, with a one-way surge of nearly 3,000 points. After taking profit on the 80,800 short position we entered last night at 80,000, we reversed into a long and captured nearly another 1,000 points. The price is currently trading around 82,100.
The market is currently facing clear pressure. Selling pressure is heavy in the 82,500–83,000 area, and multiple rebound attempts have failed to break through effectively, indicating limited bullish momentum. Altho

I thought this was a couple with a huge size difference when I came across this post, but then I clicked into their profile and was shocked. What on earth are you two up to?

$DRAM Price is falling while open interest is rising—the old tactic of shorts adding positions to suppress the price is all too familiar.👀 With 70% of traders crowded into longs, the longer they hold, the worse the cascade. Wobbling around the midrange at 49.37, 49.03 is the last fig leaf; break it, and 50 becomes an iron ceiling. Retreat quickly.😤

UniCredit, the European bank with €932.091B in assets, is advising Hypercube on a European water credit sandbox for credits recorded on Algorand. Each credit is one verified cubic metre of water.
@Algorand

$AGT I almost paid tuition again on this move. The day before yesterday, I had just recovered half of the 32,000 I lost last month, and today AGT surged 111% straight up. My hands were shaking as I watched the order book.
First, the data: current price 0.0358, 24h high 0.0425, low 0.0141, and trading volume hitting $215 million. This kind of volume isn’t something retail traders can push. Look at the space from the low to the high—an entire 3x move. Now that it has pulled back to 0.0358, it means the people who bought the first surge are already taking profits.
The market sentiment is very cle

$ADA About to rise after a slight pullback
Buy 0.2285–0.2255, targets 0.2310, 0.2335, 0.2360, stop loss 0.2210

Boom or Bust, Bitcoin Wins the AI Trade, Bitwise CIO Says
Bitwise CIO Matt Hougan laid out a bold thesis for Bitcoin investors: no matter how the AI story ends, the trade leads to the same place — Bitcoin higher.
In an investor note published Wednesday, Hougan framed the current macro landscape using the “Choose Your Own Adventure” books of his childhood, where wildly different choices often funneled readers to the same ending.
⚠️ Personal market analysis only. NFA — manage risk and DYOR.
Educational content, not investment advice or a recommendation to buy, sell, deposit, or withdraw any asse

#USSeptemberPPIBeatsExpectations Which sector is most worth positioning for?🔮 Which sector is most worth positioning for?🔮 Which sector is most worth positioning for?🔮 Which sector is most worth positioning for?🔮 Which sector is most worth positioning for?🔮 Which sector is most worth positioning for?🔮 Which sector is most worth positioning for?🔮 Which sector is most worth positioning for?🔮 Which sector is most worth positioning for?🔮 Which sector is most worth positioning for?🔮 Which sector is most worth positioning for?🔮 Which sector is most worth positioning for?🔮 Which sector is

Your strategy determines your opportunities.
Your position sizing determines your survival.