#MemoryChipsRally
Memory Chip Rally: DRAM and NAND Prices Surge as AI Demand Redefines the Semiconductor Cycle
The global memory chip industry is in the middle of one of the most powerful upcycles in its history, driven by relentless demand from AI data centers, cloud computing, smartphones, and advanced servers. Memory chips, including DRAM and NAND flash, form the backbone of modern computing, and their prices have skyrocketed over the past year as artificial intelligence workloads have stretched supply to its absolute limits. This surge in chip prices has created a historic rally in the st

Important 🇺🇸 U.S. inflation data came out yesterday. Core CPI inflation fell to 2.5%, its LOWEST level in the past five months!
Markets reacted positively, while the probability of a Fed rate hike dropped from 54% to 32%, which is a very positive signal for risk assets, including stocks and crypto.
The Fed pays close attention to core inflation because it excludes short-term fluctuations in food and energy prices, making it a better indicator of underlying inflationary pressure in the economy.
U.S. CPI came in at 3.4%, so overall the data was supportive for markets. Cooling inflation reduce

Moutai’s price upside is just like the real estate market.
If you believe housing prices can rise, then buying Moutai is not a mistake.
The most expensive Moutai I ever bought was 3,300 yuan a bottle; it now costs around 1,550 yuan.
People who actually drink Moutai do not buy it; 99.99% of those who buy Moutai use it for entertaining guests and giving gifts.

$UNITREE Whether it rises or falls, I stay put—I’m here standing guard! ^O^

BREAKING: XDC Network has reached roughly $1.54B in reported RWA TVL.

I’m watching $AAVE
AAVE pulled back after rejecting near $89.50, but buyers are already reacting around the $88.20–$88.50 area. If this zone keeps holding, another move toward $90 could be on the cards.
Entry: $88.40–$88.90
Targets:
TP1: $89.50
TP2: $90.00
TP3: $90.50
Stop: $87.80
AAVE is still trading inside a tight range, but buyers are showing up on the dips. Hold above $88 and another test of $89.50–$90 looks possible.

i calculated dividends paid to holders as a % of fdv for the top stonk tokens running the flywheel.
the market pays up for the big names and ignores the tokens actually paying holders.
$BTC , $FRIES, $DOUG and $FROGE are the most undervalued of the group by far.
and $FROGE has already paid holders almost its entire fdv. $93k distributed on a $102k valuation. the whole token is priced at ~1.1x what it already returned in dividends.

Key factors to watch tonight
1. Biggest event: Applied Materials (AMAT) earnings after the close
Applied Materials will release its earnings after the close today (August 13). Citi has included it in its “90-day positive catalyst watchlist.” As the world’s largest semiconductor equipment maker, its guidance will directly affect the performance of equipment stocks (Lam Research, KLA, etc.) tomorrow.
2. Technicals: SOX nears the “technical bull market” threshold
The Philadelphia Semiconductor Index closed at 12,399.38, just about 137 points (approximately 1.1%) short of the “technical bull marke

PUMP IT 🚀🚀

@5分钟看完美联储演戏—market makers just wicked both longs and shorts!
Brothers, tonight’s data is wild! 🤯
U.S. initial jobless claims came in at 209k, and PPI also hit a three-month low. In theory, that’s bullish! But what happened? BTC and ETH immediately put on a display of “data immunity”—prices barely moved and even dipped a little. 💀
I stared at the charts until my eyes were about to give out, and that’s it? The current situation is bizarre: a bunch of Fed officials came out shouting that rates “must be raised” (Hammack and Barkin took turns ramping up the hawkishness 💢), but the market complet

Anthropic targets a $2 trillion IPO valuation: 5x increase in 8 months😲
Anthropic was valued at $380 billion when it raised funding in February this year, rising to $965 billion in May. Investors now expect its valuation to reach more than $2 trillion when it goes public in October.
In 8 months, its valuation could surge from $380 billion to $2 trillion, reaching 5.3x its original value.
The key figure supporting this price is investors’ expectation that Anthropic’s annualized revenue will reach $100 billion–$120 billion by the end of 2026.
At a $2 trillion valuation, this means the market is

#GateJulyTransparencyReportReleased
Gate.io July Transparency Report offers more than a snapshot of exchange reserves. It provides an important framework for evaluating how an increasingly mature crypto platform approaches solvency, asset protection, compliance, security, and long-term operational resilience.
In today’s digital-asset market, transparency has become a core component of risk management. After multiple exchange failures across previous market cycles, traders and institutions increasingly expect platforms to demonstrate that customer assets are adequately backed and that reserve

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#股票交易分享挑战 Super Micro Computer SMCI: Surges about 19% as the AI server “gross margin comeback” accelerates its revaluation
SMCI was one of the brightest performers last night, surging about 19% and extending the revaluation rally that followed its 7% after-hours gain on August 11. The core narrative has changed—the market had previously worried that SMCI was a “low-margin victim of price wars,” but its Q4 results completely dispelled that concern: revenue was $11.12 billion, up 93% year over year (at the low end of the $11 billion–$12.5 billion guidance range and slightly below analysts’ $11.5

BREAKING: July PPI Inflation cools sharply to 4.7%, below expectations of 4.9%, and down hard from June's 5.5%.
Core PPI Inflation came in at 4.2%, also cooling from 4.7% previous.
Monthly numbers missed too. Headline PPI flat at 0.0% against 0.2% expected. Core PPI up just 0.2%, below the 0.3% forecast.
This is a genuine cooling across every measure, not just one. PPI feeds directly into the Fed's preferred inflation gauge, and this print lands right after yesterday's soft CPI and last week's weak jobs report.
Odds of a rate pause continue to build heading into September.

Two different problems. One shift.
$ONDO is turning idle dollars into yield-bearing, instantly liquid assets, backed by real Treasuries instead of promises.
$TAO is turning idle compute and static defences into an incentive market that gets stronger every time it's attacked.
Tokenised yield and tokenised intelligence aren't two separate trends.
They're the same rebuild, coming from two different directions.

Contrarian Investors: How to Seize Market-Bottoming Opportunities?
Contrarian investing is not simply going against the market or buying more as prices fall. The core idea is to distinguish, when others are panicking, between an emotional sell-off and a complete breakdown in fundamentals. Only bet on unjustified sell-offs, not on rebounds from desperate situations.
1. First, determine whether it is a real bottom or merely a pause in the decline
The biggest trap during a bottoming phase is seeing that prices have fallen significantly and assuming it is the bottom, when in reality, it is only ha

Long on the pullback, 4364-4401, $38 profit!$XAUT