‍#每周来晒 #广场交易达人
Why am I going long on Bitcoin at this level?
1. Technical factors: 76,000 hasn’t been breached, so I’m still bullish. I previously shared in an article that 76,500 is an important bull-bear dividing line for Bitcoin. Allowing for the possibility of a wick, we can move this support down to around 76,000. Until this level is breached, Bitcoin’s five-wave upward structure on the daily chart remains intact, and the plan is still to go long on a pullback.
2. The risk-reward ratio is attractive. As mentioned above, I plan to set my stop-loss at 75,990, with take-profit targets at 80,000/82,500/84,000. The risk-reward ratio is better than 1:3, making this a worthwhile trade.
3. Macro factors: Midterm election results are about to come in, and bad news being fully priced in can be good news. The U.S. midterm elections entered the voting period yesterday, and some results will be announced today. The market has already priced in the possibility of a Republican defeat. If Republicans win unexpectedly, that would naturally be very positive for crypto. If they lose, we could also see a short-term situation where the bad news is fully priced in. In addition, the oft-cited, somewhat superstitious pattern of markets rising after all 13 previous midterm elections could prompt a major rebound in the Nasdaq, which could also lift Bitcoin.
4. Why go long at 77,100?
First, 76,300–77,000 is a high-volume trading zone in this downturn. Yesterday, the price hit a low of 76,305, and today it moved back above 77,000, showing that buyers are stepping in around this area. A round-number level combined with the previous low is the kind of setup most likely to form a short-term bottom.
Second, sentiment has reached an extreme. Yesterday’s break below 77,000 was triggered by the theft of $6.3 billion from Bn, along with a 2.86% one-day drop in the Nasdaq. This kind of “negative news piling up alongside panic selling” is usually a sign of a short-term bottom—not because the price can’t fall further, but because those who wanted to sell have already sold.

#Gate上线台股交易 For long-term AI potential, I favor TSMC most, followed by MediaTek, with Hon Hai in third place. The three companies are positioned at the manufacturing foundation, chip design, and system assembly stages, respectively.
TSMC Highest certainty
AI chips are increasingly concentrated in advanced process nodes and advanced packaging, giving TSMC pricing power and control over capacity allocation. Revenue grew 50.9% year over year in the third quarter of 2026, and its full-year USD revenue growth guidance was raised to around 44%; capital expenditure is expected to reach $60 billion to $64 billion.
Its advantage is its broad customer base, with performance not dependent on a single product. The main risks are overseas fab costs, pressure from ramping up advanced nodes, and the drag that continued high capital expenditure could have on margins.
MediaTek Greatest upside
MediaTek is shifting from smartphone chips to custom data center chips. Its first AI ASIC began shipping in small volumes in September 2026, with a fourth-quarter revenue target of $2.5 billion; management's target for 2027 is around $16 billion. This business is growing rapidly, but the payoff will come later. Yield on the first product, delivery pace, and the second customer's progress toward mass production will all have a significant impact on its valuation.
Hon Hai Strongest orders
Hon Hai's strength lies in AI server racks and system-level manufacturing. Net profit grew 35% year over year in the second quarter of 2026, and full-year AI server rack shipments are expected to double; management says capacity for the next year and a half is already largely booked. Its weak points are low operating margins and greater dependence on cloud service providers' capital expenditure. Even when demand is booming, the market pays closer attention to whether it can turn revenue growth into profit growth.
Assessment and approach
· Long-term core holding: TSMC. The more widespread AI infrastructure becomes, the more easily it can secure a stable share.
· Growth allocation: MediaTek, worth tracking for actual AI ASIC shipments and improving margins.
· Industry validation: Hon Hai. Order visibility is high, but it is better suited as an indicator to watch on the manufacturing side.
At this stage, I view TSMC as “the infrastructure of the AI wave,” MediaTek as “a high-growth variable,” and Hon Hai as “a demand validator.”$TSM

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