#USChipStocksRally US Chip Stocks Rally
August 2026 just delivered the strongest month for US semiconductor stocks since March 2024. The Philadelphia Semiconductor Index is up 11.4 percent month to date and closed at 5,820 on August 4. Nvidia, AMD, Broadcom, Qualcomm, Intel, and the equipment names like Applied Materials, Lam Research, and ASML all moved together. This is not a single name story. It is a broad re rating driven by demand, margins, and policy. After talking to portfolio managers, supply chain sources, and reviewing Q2 earnings, here is the full breakdown of what is happening.
Th

I'm seeing signs...

Still profitable, and my current position has reached 140%+
SNDK Sandisk, you’re truly terrifying,
Recently, with these few Sandisk trades, I’ve had the same feeling every time: after catching it at a low, once it rises, it feels like the upward momentum is insufficient, and then it’s time to close the position—I can only run quickly, without exception.
Last night’s Sandisk trade was also extremely nerve-racking; I almost got trapped in it again. I’ll definitely have to be even more cautious when trading Sandisk in the future.
Compared with ETH, which is much friendlier, although I didn’t catc

$HOME at target 4 now

#AMDQ2RevenueHitsRecord11.5B
AMD Q2 Revenue Hits Record $11.54 Billion, But Stock Plunges 8% on Capex Shock and Sky-High Expectations
AMD delivered a record-breaking second quarter, with revenue of $11.54 billion, up 50% year-over-year, and adjusted earnings of $1.66 per share, both beating analyst estimates . Yet the stock fell more than 8% in after-hours trading . Here is what spooked the market.
The Beat: Data Center Strength and AI Momentum
The results were undeniably strong. Data center revenue, the company's core growth engine, more than doubled to $6.72 billion, accounting for 58% of t

【$DODO Signal】Bullish breakout + short squeeze structure
$DODO RSI 1H 92.55, with a short-term surge to 0.025824 and a 4H breakout above the Bollinger upper band at 0.0234. The MACD histogram at 0.0007 continues to expand, and bullish momentum is still being released. The funding rate is -0.146%, with shorts paying to hold positions; OI remains stable, and a short squeeze structure is emerging. Order book depth imbalance is -29.89%, with aggressive sell orders dominating. The price has not pulled back, and buying support remains in place. No signs of buying exhaustion.
🎯Direction: Long
⚡Entry

#WTICrudeDropsTo75
WTI Crude Drops to $75 as Diplomatic Hopes Unwind Geopolitical Risk Premium
WTI crude touched $75 a barrel on August 4, its lowest since July 13, while Brent crude broke below $80 for the first time since mid-July . Both benchmarks have dropped over 10% in two sessions as positive signals from US-Iran talks raise hopes for reopening the Strait of Hormuz .
The Catalyst: A Diplomatic Breakthrough?
Oil prices fell after US officials signaled progress in negotiations with Iran and Oman about restoring traffic through the Strait of Hormuz .
· US Treasury Secretary Scott Bessent

JUST IN: MicroStrategy unveils a plan to scale its BTC stack via STRC-backed digital credit and a triple flywheel to boost MSTR equity and BTC per share. If execution hits, this could sharpen BTC exposure for $MSTR.

$SPCXX ‌SpaceX Posts Record Q2 Revenue of $7.8 Billion, But After-Hours Stock Drops 6-8% as AI Spending Surges
SpaceX reported its first earnings as a public company on August 4, delivering a record $7.81 billion in revenue, a 92% jump year-over-year and a clear beat of the $6.93 billion consensus . The results were strong across all three of its business segments, yet the stock dropped roughly 6-8% in after-hours trading .
The Headlines: Revenue Beat and Narrowing Loss
The headline numbers were undeniably solid. The net loss narrowed significantly to $541 million from over $1 billion a year

Sandisk $SNDK Q2 report:
• EPS: $39.25 Est: $34.37
• Revenue: $8.79 billion Est: $8.64 billion
• Gross Margin (Non-GAAP): 51.1%
Prev: 29.9%
• Operating Cash Flow: $1.02B
• Adjusted Free Cash Flow (FCF): $843M
• Net Cash Position: $936M
• Data Center Revenue: $440M +64% QoQ
• Edge Revenue: $1.68B +21% QoQ
• Consumer Revenue: $907M : +39% QoQ
• Next-Quarter Revenue Guidance: $10.3B – $10.8B Est: $11.16B
• New Share Buyback Program: $14.00B
• Kioxia JV Manufacturing Commitment (2026-2029): $1.16B Total
• Cash CapEx: $176M (5.8% of Revenue)
• Total Cash (MRQ): $3.74B

Japan Steps In as Yen Slides — What It Means for Crypto Carry Trades - - #bitcoin #japan #yen

$SNDK
Sandisk Corporation Non-GAAP EPS of $39.25 beats by $4.73, revenue of $8.97B beats by $580M
Aug 05,
Q4 Non-GAAP EPS of $39.25 beats by $4.73.
Revenue of $8.97B beats by $580M.

Few and Far Founder Indicted Over $10M Investor Funds Diverted to Gambling and Miami Condo - - #federalreserve #mas #sec

$SNDK SanDisk has released its earnings report, which came in slightly below expectations.
In fact, SanDisk has risen much more and has also fallen more sharply; its fundamentals are weaker than Micron's.
In this AI-driven cycle, HBM is the biggest beneficiary, while SanDisk is not directly involved in the HBM competition.
The NAND Flash competitive landscape is more fragmented, with YMTC already holding ~13% market share and having a higher consumer-sector exposure, making it more sensitive to weak end-user demand.
SanDisk's joint release of the HBF standard with SK hynix is a long-term strat

INSIGHT: BNB's 30 day volatility is running at 24% annualised, calmer than 98% of the past four years.
It trades at $599.85.

When a crypto investing novice encounters high-leverage futures.

#WTICrudeDropsTo75
WTI crude oil has fallen to the $75 level, marking another important moment for global energy markets. Oil prices influence much more than the cost of fuel. They affect inflation, central bank decisions, transportation, manufacturing, commodities, stock markets, and even the cryptocurrency sector. Every major move in crude oil creates ripple effects across the global economy.
A decline toward $75 can be driven by several factors, including expectations of slower global demand, increasing crude inventories, easing geopolitical tensions, or stronger production from major oil-

$$SNXX fell 25% in 24 hours, plunging directly from 13.7 to 9.37, with $37.72B in trading volume—this is no small move. The Fed just struck a hawkish tone last night, while BTC is barely holding around 97,300. The entire market is now looking for a safe haven for funds, and people looking to catch the falling knife on high-level retracement coins like SNXX are already lining up.
I took a look at the market: 9.37 is the bottom of the dense accumulation zone from the entire previous month. The fact that volume surged at this level today shows that large capital is quietly accumulating. With a 1