Capital really does drive people crazy. The AI giants are now making a “blind men and the elephant”-style gamble, with tens or even hundreds of billions of dollars of real money on the line.

Anthropic just revealed one of its cards at a JPMorgan investor event: its biggest business concern isn’t whether its algorithms can break through, or what new models its competitors have released. It’s the suffocating constraints of the compute supply chain.

CEO Dario Amodei made a rare public admission about a harsh reality: the outlook for next year is highly uncertain, and compute has become the deep

DCA Diary
Day 5
Blood in the streets😭
Invested 100u each in btc, eth, uni, q, and spy in total
uni is currently down 20%
eth is down 10%
btc is down 9%
q is down 1.6%
spy is down 1%
U.S. stocks are still holding up better

The legendary #ETH LONG is upon us 💹👀
Please baby Jesus , let it be it🙏
I need a new BEACH HOUSE!

The stocks punished by AI at the start of the boom, suffering sharp crashes amid fears that new technologies would replace their businesses, are now back in the spotlight and shining again! 👀

There are companies worth taking another look at and seeking opportunities in, most notably:

- ADBE – Adobe
- CRM – Salesforce
- NOW – ServiceNow

But there’s another angle that many people overlook!

Companies like OpenAI and Anthropic develop AI technologies and sell them to businesses.

That’s where software companies come in: they take these technologies and integrate them into their software, then

Has the bottom finally stabilized around $MU , or are we seeing another trap? Buyers did step in at a key level, pushing the price back above the short-term moving average. It seems selling pressure has only temporarily run out. Take profit: 788.58 Stop loss: 727.80 Hot assets:
$BTC : Current price 64,039 - 24-hour change: -6.18%
$SOPH : Current price 0.002202 - 24-hour change: +22.95%

$ASTER Plunging 23.66% in a single day, from 0.6476 straight down to 0.4779, with $163 million in trading volume—this volatility is even more brutal than the washout in the third month after the halving during the last bull run. Comparing the three historical halving cycles: the average pullback 40 days after the first halving was 28%, after the second 19%, and after the third 31%. The current one-day drop of 23.66% has already eaten up most of the room for a pullback, and sentiment is nearing the end of its release. On-chain, dense buy orders are clustered around 0.48, and the market is overs

Bitcoin below $65,000: -14% in 7 days.
→ $1.67B flowed out of BTC ETFs in 7 sessions.
→ Fear & Greed: 13, extreme fear.
→ PPI: +0.3%, below the expected 0.4%.
My analysis: the market is under double pressure: institutional outflows and macro uncertainty.

I don't see any reason to be greedy with $HYPE . The results have been excellent. Head for the exit. Check
‍$XRP and $SOPH today.

At 6 a.m. on the 13th, I told my friend the market would take a serious hit over the next three days. He didn't believe me and said, “If you can predict that, you're a god.”

Even the only long position went up—damn impressive. A free, high-quality signal $SOXS , though it's no longer being held.

gettin mogged by @itsthatgigi again 😭

#USJoblessClaimsBeatExpectations #ShareWeekly

Economic indicators rarely tell the entire story through a single number. Sometimes, a small change in employment data can reveal much bigger questions about inflation, interest rates, financial stability, and investor confidence.

The latest US Initial Jobless Claims report is a good example. Weekly applications increased to 200,000, compared with economists' expectations of 194,000 and the previous week's revised figure of 191,000. Although the increase was relatively modest, it suggests that the American labor market may be gradually losing mo

$EVAA I got in at 1.12 and sold at 1.95. Now it’s at 1.50—let’s see you catch the bag. Don’t rush to call me names; look at the data first: 24h low of 1.06, high of 2.04, a 92% range, and 276 million in trading volume—the turnover rate makes it obvious that hot-money traders are playing musical chairs. My entry logic was simple: a volume-backed break above the previous high of 1.08 overnight, followed by a retest that held. I tested the waters with a small position. I set my take-profit just below the round-number mark of 2.0, because meme coins like this never give you a second chance to sell

$Bull Is Coming sentiment index 18 (extreme fear), funding rate -0.047% (shorts are crowded). It plunged 27% in 24 hours, from 0.0637 to 0.0432, with a trading volume of 27.1M—this is the token I just cut losses on yesterday.

I went long at 0.058 the day before yesterday, based on a breakout above the previous high and trend continuation. But I bought the candle at peak euphoria, when the funding rate was +0.06% and everyone online was calling for a 2x. Yesterday, I stopped out when it broke below 0.052, taking an 11% loss. Today it’s at 0.046, and I’m glad I didn’t hold—but honestly, seeing

I got stuck in a position. At first, I just wanted to make a little money and didn't plan to set a stop loss anywhere, but things ended up getting really passive. Once that happened, I had to either take a painful stop loss or use my last bit of sense to short this market and make some money to stay afloat, so I wouldn't get liquidated. All in all, this trade has already cost me 25% of my account. It hurts like hell. Damn, you make it sound so easy—what trading expert hasn't lost money in this move? It hasn't stopped falling yet🥶$BTC

The entire market is plunging,
Rate-cut expectations have cooled sharply, and Treasury yields are rising
Who’s celebrating again, and who’s grieving this weekend...
$BTC $ETH

A little pump is just around the corner. The issue that happened on 11/9 is almost fixed. These wild coins wait for no one—let’s go, brothers! $INIT

The Intel Core Ultra 7 260K has a max turbo frequency of 5.4GHz and supports DDR5 6400MT/s, yet it misses out on the Stable Image Platform Program.
The processor is like an office worker: its clock speed is down, but its memory bandwidth is up. And yet it can’t even install a stable system. This optimization strategy is more surreal than cramming onto a subway.
$BTC