JUST IN: CoreWeave warns that moving away from Nvidia AI chips could take time and capital, potentially impacting product delivery. If demand shifts, supply dynamics for GPU-heavy workloads may tighten. $ETH ? (no ticker explicit; include if relevant)

Good morning. Today’s goal: be a little more alert than yesterday and get there before the coffee does.

$TSLA
It was rejected at its average at $336. Now the most important question is whether it can hold the green support band and the green support line

Nebius jumps 34% after Q2 results showing revenue $582.3M and adjusted EBITDA $236.2M, signaling a swing toward profitability despite ongoing net losses. $NBIS

🔥Hundreds of Thousands of GPUs Sitting Idle at Once! xAI Exposes the AI Industry’s Computing Bottleneck
According to an internal memo leaked to overseas media, xAI has approximately 500,000 NVIDIA GPUs, making it one of the world’s largest privately operated computing clusters. However, its model FLOPs utilization (MFU) is only 11%, which has been described internally as “absurdly low.”
For comparison, mature tech giants generally achieve training MFU rates above 40%, while Meta and Google can reach 43–46%. An 11% MFU means that most of these expensive GPUs spend significant amounts of time s

Cisco beats on FY27 revenue and AI orders, but after-hours dips ~4% as stock trades at $118.8. If this pace sustains, AI demand could help earnings visibility next year. $CSCO

Bear Market Survival Guide: How to “Make Money Safely” in a Falling Market?
A bear market is not a period when you can “only lose money,” but the best time to “accumulate chips” and “develop mental resilience.” Blindly buying the dip will only leave you deeper underwater. The correct strategy is to “focus on defense and act when opportunities arise.”
You can use “dollar-cost averaging + grid trading” to reduce your cost basis, earn risk-free returns through “stablecoin investments,” or protect your spot holdings with a “hedging strategy.” Treat the bear market as a “stress test” to evaluate yo

Chase a chicken empty-handed, and it will run;
Hold a handful of rice, and the chicken will come.
Don’t get smug—the chicken doesn’t love you, but the rice in your hand.
Without rice, you don’t exist in its eyes;
Feed it until it’s full, and it will turn and leave, laying eggs behind your back.
Show the rice to the chicken, but don’t readily let it eat.
But if you keep showing it without feeding it, it will leave too.
Scattering a little at the right time is the key to keeping it around for the long term.
Rather than pleasing the chicken, save up more rice.
Sincerity can’t keep a chicken; what

solana:So11111111111111111111111111111111111111112
Most likely ranges between $66 - $75 before capitulation
Reclaim $77 and we can see $85 (that's the bull case but I don't see a world in which that happens)

JUST IN: South Korea's KOSPI opens up 3.38%, led by Samsung Electronics (+4%) and SK Hynix (+5%). Strong local risk sentiment could spill into broader tech-driven crypto equities and related ETFs. $KRW, $KOSPI

"This is the true form of the power of participation."
Thorium does not ask for permission. It builds.
Mine Thor. Rise with the power. 💪⛏️ #ToriumNetwork #TOR #Web3 #Mining

🚀 Kalshi just unlocked live order book data for $37.7B in prediction markets! 📊 How will this impact crypto traders' strategies? #CryptoTrading $KALSHI

$GLXY
Green volume bubbles appeared at the most critical level!

SlowFish has been stagnant for so many days, and there’s finally some profit-taking. Those with weak conviction who mine, withdraw, and sell are redeeming early and dumping. I think this is a healthy pullback. Those continuing to stake their minted coins are still buying the dip. For anyone not yet in, this is definitely a good time to get in. #slowfish

👀👀 they know $Woof.

The champ is back! Finally standing tall!

JUST IN: Cerebras posts mixed Q2 results; revenue up 103% YoY to $210M, but net loss of $450.5M as cloud revenue surges while hardware weakens, and full-year core revenue guidance raised to $880–$890M. $CEREBRAWS

solana:2zMMhcVQEXDtdE6vsFS7S7D5oUodfJHE8vd1gnBouauv
Looking to bid a sweep and reclaim