Crypto KOL Community & Market Trends

After launching DRAM, the ETF that became the fastest in history to surpass $10 billion is making another move today! This time, it is betting on optical communications and optoelectronics! Why optical communications, and why now?
The name Roundhill should sound familiar. In April, it launched a storage ETF, ticker DRAM, which quickly surpassed $10 billion in assets after listing—the first in financial history.
After the adjustment, its assets still stand at nearly $25 billion. 70% of its holdings are concentrated in HBM.

$WDC pre-market -20, now -10; $SNDK pre-market -10, now -5. Intel is fluctuating around 100 within a 5% range; the battle between bulls and bears is really intense! My previous view has consistently been that the rebound is not over, but the slight change in my view today is that Western Digital hit a new low, so I want to be a bit more cautious.

Excited to announce my partnership with @Gate 🤝
To start this collaboration, my community can trade selected U.S. stocks on Gate with 0% commission during the campaign period.
Complete KYC, reach 1,000 USDT in cumulative stock trading volume, and receive a 5 USDT cash voucher.
Campaign period: July 31 – August 31, 2026 Rewards are limited to the first 50 eligible participants.
Join through my exclusive referral link:
I’m looking forward to creating useful content, exploring Gate’s stock products, and bringing more opportunities to my community through this partnership.
Always review the full campaign terms before participating.

Recently, I came across an idea: The capital market appears to be determining the rise and fall of stock assets, but in reality it is determining people’s social status, using asset valuations to encourage people to use new assets to solve new social problems. This is highly consistent with the storage and AI dividends of the previous phase.
From an incremental perspective, narratives around new large models and greater storage demand have stimulated asset prices to rise. However, once growth slows at the inflection point, the game becomes a zero-sum PVP among capital, which is also the fundamental reason for the crypto-ization of global markets. The valuation ceiling of large models is also becoming visible: any domestic large model can casually name its price. When I participated in Kimi a few months ago, it was 18B, while just a few months later, even Kuaishou-affiliated Kling AI could command 30B.
Let me say something that seems unrelated to the topic: Earth’s population capacity is already approaching its upper limit, and the demographic dividends of all countries are declining. Unless technology continues to break through bottlenecks, intensifying competition for resources is inevitable.
What we can do is promptly identify the new game when new assets emerge, while also abandoning illusions and recognizing the reality of crypto-ization during the PVP phase. At the current stage, short covering remains the primary driver of market movements. The optimal solution is neither excessive greed nor excessive caution.

1. The biggest pitfall I ran into this year was $CRCL (I’m still bullish, but this stock really has a nasty temperament); I also made some humbling money during this period to build up my own tactical position a bit, so I wouldn’t be left without cash when an opportunity arises.

cash-cat:native must make a big splash on Robinhood and then push straight to 1b, opening up the overall ceiling. The Cash Cat token already has million-level profit-takers; next, it should make a big splash and break through the ceiling, while BSC’s Mars also pushes to 100m and 300m, bringing the entire on-chain ecosystem back to life and recreating the frenzy before Trump launched his coin.

Strong feeling that Cash Cat getting listed on Robinhood is the turning point in this bear-to-bull transition. A ferocious bull market is coming—everyone, fucking deposit funds and get your bullets ready. The big move is really coming this time.

Cat season is here, cash-cat is now native on Robinhood. Keep finding gems on the Rh chain.

Looking at the trading pace, I may be entering another waiting period. The only position I’m holding right now is the gold long I chased yesterday (: 1. Yesterday’s momentum was fairly strong; 2. Volatility was relatively mild, and the black rectangle in Figure 1 marks the resistance level, so I moved the stop-loss to breakeven. Today I scanned the markets:

ETH at $1,910—are you cutting your losses or adding to your position?

Look at the surface first: it has rebounded, but no one believes it.

It rose 1%-2% in 24 hours, breaking through the $1,870 level to $1,927, and has rebounded 6% in a month. But take a look at the annual data and your heart sinks—down 47% over the year and more than 60% below the all-time high of $4,950. The 4H chart has broken through the pressure from the downtrend, shifting from weak to strong in the short term, but the daily chart is still struggling within a major downtrend channel. Fundamentals are improving, but sentiment is still in the ICU.

First: ETFs are buying, but retail investors are already too exhausted to complain.

On August 5, spot ETFs saw net inflows of $60.86 million, with BlackRock alone accounting for $50.34 million. Cumulative inflows in July reached $365 million, reversing the sustained outflows seen earlier. Whales withdrew over ten thousand ETH from exchanges such as OK, and on-chain exchange balances continue to decline.

Retail investors are still complaining that “institutions are coming in to dump on retail,” while institutions have already made ETH a core asset for enterprise-grade settlement layers. BlackRock is buying ETH not for the short term, but as part of a long-term strategy for RWA tokenization.

Second: Ethereum is undergoing a “silent transformation.”

Foundation layoffs of 20%, budget cuts, and the spin-off of independent entities—does that sound negative? Let me tell you the truth:

EthLabs is focusing on protocol development, while Ethereum Institutional is dedicated to institutional adoption.

The Glamsterdam upgrade, scheduled for the second half of 2026, will be the biggest change since the Merge—parallel execution, a significant increase in the gas limit, and further fee reductions.

The staking ratio has reached 30-34%, and an increasing share of the supply is being locked up.

Ethereum is quietly building infrastructure during the bear market and cleaning up all of its internal problems.

Third: The macro environment is indeed hawkish, but the market has already priced it in.

The Fed kept rates unchanged at the July 29 FOMC meeting—the fifth consecutive pause—while new Chair Warsh is hawkish. The market is pricing in “higher for longer,” with a low probability of rate cuts in 2026. Rising Treasury yields and a stronger dollar—these are indeed sources of pressure.

The upcoming catalysts:

August 7 employment data

August 12-13 CPI

Jackson Hole in late August

If the data comes in soft, ETH could take off; if it is hawkish, ETH may at most retest $1,800—then continue accumulating.

Fourth: Technicals have provided clear boundaries.

MACD is above zero, but momentum is slowing, and volume has not increased significantly—any breakout needs volume confirmation, while a pullback needs support validation.

$1,910 is the dividing line between bulls and bears.

Hold above $1,910, and watch $1,930→$1,980-$2,000.

Break below $1,910, and retest $1,880→$1,865→$1,828.

The bulls and bears are facing off—make your own judgment.

On one side:

Continued ETF inflows, led by BlackRock purchases

Whales withdrawing coins from exchanges, reducing supply

The Glamsterdam upgrade + deepening institutional adoption

A staking ratio of 30%+, with strong supply lock-up

On the other side:

A hawkish Fed, with rate cuts still far off

A strong dollar, weighing on risk assets

The daily chart remains in a major downtrend channel

Volume has not increased significantly, casting doubt on the breakout

For short-term traders:

Go lightly long if the pullback to $1,910-$1,898 stabilizes, with a stop-loss below $1,870, targeting $1,930 (partial profit-taking) and $1,980-$2,000 (primary target). If it holds above $1,930 and ETF inflows continue, add to the position and target $2,150.

Bearish/hedging approach:

If a rise to $1,928-$1,950 meets resistance—a long upper wick or rising volume without further gains—consider a short position, with a stop-loss above $1,960, targeting a retest of $1,910 or $1,880. If it breaks below $1,910 and fails to hold, follow the move lower toward $1,865/$1,828.

For medium-term holders:

Fundamentals support buying on dips, but wait for the August employment and CPI data to be released. If Fed expectations shift toward easing, target $2,000+; if hawkishness intensifies alongside outflows, beware of a retest of $1,800 or even lower.

Core risk controls:

Risk per trade ≤1-2% of the account

Leverage of 1-5x; watch for liquidation on perpetuals

Monitor funding rates and open interest

ETH has fallen from $4,950 to $1,910, and everyone who needed to sell has already sold.

What remains are either deeply underwater believers or institutions quietly accumulating.

Ask yourself: Are ETH’s fundamentals better or worse than they were at $4,950?

The answer is obvious.

Every time you think “this time is different,” the market will teach you with the same script—

Bottoms are always accompanied by a flood of bad news, while tops are always plastered with good news.

ETH at $1,910 is like BTC at the end of 2022—everyone is cursing it, but smart money is already counting its money.#MoonshotAIPreIPOs开启 #Gate首发上线10只A股合约 #韩国KOSPI指数跌幅扩大至3% $BTC $ETH $SOL

Talking about how it feels to reduce trading frequency starting in 2026: three words—it's great! The most obvious result: 1. This year, I basically haven't experienced the state of being consumed by the frequent short-term (high-leverage, heavily positioned) trades of the past (you think you're not consumed by it, you tell yourself you're not consumed by it, but in fact you already are—the kind of state where only taking a big loss might wake you up);

Continuing the series on the economic model of next-generation Memes, Part 4️⃣👉 This installment addresses a bigger problem: How can a community avoid being active only when prices are rising? Whether you trade Memes or altcoins, you’ve probably experienced this: everyone discusses them during a bull market, but they are basically ignored once the bear market arrives. So I believe we need to design a mechanism that makes participation itself both fun and a contribution.

Why do you time the market and watch the charts every day, yet still cannot escape losing money?
What does it mean to attain enlightenment in stock trading? The 4 underlying principles of investing:
1. The underlying logic of stock selection:
Choose industries with favorable trends, vast growth potential, sustainable business models, and the ability to withstand future challenges.
Selecting stocks is selecting people: a visionary owner, an outstanding management team, and strong competitiveness.
Three things not to buy: new stocks, hot stocks, and stocks with high P/E ratios.
2. The underlying logic of investing:
Fundamentals, fundamentals, and fundamentals! Firmly believe that quality companies deliver returns far above the social average, avoid frequent trading, and profit from long-term earnings growth and dividends.
3. The underlying logic of risk control
The essence of risk is not volatility, but permanent loss. A decline is not risk. The real risks are buying the wrong assets, a broken funding chain, a mental breakdown, and excessive leverage leading to liquidation.
The gains of many stocks over several years are often concentrated in just a few trading days. If you frequently jump in and out to avoid short-term downside risk, you can easily find yourself holding no position during the true breakout and distribution period. Make sure you stay alive and in the market.
4. The underlying logic of taking a large position
Think contrarian! Dare to take large positions when quality companies face major industry crises and their stock prices plunge, firmly avoid the market during periods of frenzy, and hedge spot-market risks through opposite trades in the futures market.

BTC at $64,300—what are you still waiting for?

Look at the surface first: bullish factors are piling up, but the price isn't rising.

Over the past month, BTC climbed from a $60k bottom to $63.8k support, forming a typical consolidation pattern of “capped highs and rising lows.” 24-hour volatility is limited, trading volume is moderate, and sentiment is neutral to cautious. Daily RSI at 50-53 is neutral, MACD is narrowing its negative reading but has not formed a golden cross, and ADX is extremely weak—the market is about to choose a direction, so don't pick the wrong side.

First: ETFs have seen net inflows for three consecutive days, but you may have missed the point

August 3: +$170 million; August 4: +$210 million; August 5: +$244 million—more than $600 million cumulatively over three consecutive days, led by IBIT, reversing the net outflow trend of the previous several weeks. But BTC didn't rise and is still hovering around $64,200.

Why? Because institutions are buying spot while hedge funds are selling futures, and arbitrage traders are pinning the price down. This is called a “basis trade”—it's not bearish; it's about earning risk-free returns.

Second: On-chain data is quietly telling you a secret

Approximately 155k BTC recently traded in the $62k-$65k range, accounting for 0.7% of the circulating supply

This is the densest cost-concentration zone in several months

The $62,000-$65,000 range is forming an “iron floor.” Every time the price falls to this level, someone steps in to buy.

Third: The macro environment is the biggest “elephant in the room”

Under new Fed Chair Kevin Warsh, the FOMC voted 9-3 on July 29 to keep rates at 3.50%-3.75%, with three members advocating a rate hike. There is almost no expectation of rate cuts in 2026, while the possibility of a hike remains.

The real yield on 10-year TIPS is around 2.4%, close to the key threshold for suppressing risk assets.

Two events this week will determine the outcome:

August 7 (tomorrow): Nonfarm payrolls (NFP)

August 12: CPI data

Softer data → rebound begins → target $68,000-$70,000

Hotter data → retest of $62,000 or even $60k

Fourth: The candlesticks have reached a moment when a choice must be made

On the 4-hour chart, the price has already moved above the Bollinger middle band, with momentum slowly building. The daily chart has formed a consolidation structure of “capped highs and rising lows”—from the $60,000 bottom, the price has gradually climbed to $63.8k support.

Once volume-backed buying breaks through $65,500-$66,000, shorts will be forced to liquidate in a cascade, with the target directly at $68,000-$70,000.

Immediate support: $63,800-$64,000 (tested multiple times intraday and holding)

Strong support: $62,000-$63,000 (cost-concentration zone + recent lows)

Immediate resistance: $65,000-$65,200 (upper Bollinger band + liquidation cluster)

Strong resistance: $66,000-$67,000 (July highs + range ceiling)

The bulls and bears are facing off—see for yourself

On one side:

ETFs have seen more than $600 million in net inflows over three consecutive days; institutions are buying

155k BTC have formed a cost-concentration zone at $62K-$65K

Long-term holder supply is rising, with holdings consolidating

“Rising lows” since July, with a clear accumulation structure

Geopolitical concerns are easing, and risk sentiment is improving

On the other side:

The Fed is hawkish, with almost no expectation of rate cuts in 2026

Real yields are at 2.4%, suppressing all risk assets

Uncertainty around the NFP and CPI data could trigger another round of selling

Trading volume has not expanded, leaving the breakout without momentum

The drawdown from the ATH is 49%, and the technical bear-market structure remains

Short-term traders:

Buy lightly on a pullback to $63,800-$64,200, with a stop-loss below $63,500 and a target of $64,800-$65,200. Add to the position after a volume-backed move above $65,200, targeting $66,000-$66,500.

If a rebound to $65,000-$65,200 is rejected on declining volume, try a light short, with a stop-loss above $65,500 and targets of $64,200-$63,800.

Medium-term traders:

A daily close above $66,000 → shift to a bullish trend position, targeting $68,000-$70,000.

A daily close below $62,000 → switch to defense, targeting $60,000 or even $58,000.

Long-term believers:

Make staggered spot purchases in the $62,000-$63,000 range. Q4 target: $70,000-$75,000, provided CPI confirms that inflation is cooling.

Risk-management iron rules

Reduce positions or hedge before the NFP and CPI releases; never gamble on the data

Always set a stop-loss; never stubbornly hold a losing position

For perpetuals, watch the funding rate; it is currently neutral but could change abruptly

Staying alive matters more than making money—if you're on the wrong side, cut the position and start over; don't stubbornly hold on

BTC now looks just like its September 2023 self—

99% of people thought “the bull market was over,” but two months later it surged directly from $25k to $40k.

On the day $66,000 breaks through, you'll realize:

It wasn't that BTC was incapable—it was that you never managed to stay awake until dawn. #Gate上线宇树科技盘前合约 #韩国KOSPI指数跌幅扩大至3% #GateCard消费返现最高8% $BTC $ETH $SOL

From 1926 to now, more than 26,000 stocks have emerged in the U.S. stock market! 😱 Why are there so many people now? Are crypto people all playing stocks? Is it because exchanges are convenient? Are they switching careers? Make money in crypto and invest in stocks. But here’s the painful reality: 57% of individual stocks—roughly 4 out of every 7—have lifetime returns that fail to beat bank deposits!

Fear is extreme. ETF demand is not.
US spot Bitcoin ETFs pulled in $626M across the first 3 sessions of August. BlackRock’s IBIT captured $479M, around 76% of the total.
$BTC is still struggling below $65K.
Price looks hesitant. Capital flows do not.
@ForeDex_Global

The most important thing in investing: build a repeatable investment system with a high win rate!
Here are 6 repeatable systems that have stood the test of time in the market and are practical for ordinary investors:
1. Highest long-term win rate: passive index investing + dollar-cost averaging
Your bubble stock may never see a new high again, but the S&P 500 will always reach new highs!
2. Blue-chip certainty system
Choose companies with clear business models, deep moats, high and sustainable ROE, excellent management, and large industry potential; buy at a reasonable or undervalued price, hold for the long term, and share in the profits.
3. Asset allocation system
Stocks 25% + long-term government bonds 25% + cash/short-term bonds 25% + gold 25%. Regardless of whether it is a bull or bear market, weathering the Kondratiev wave cycle is no problem.
4. Growth investing system
Buy high-quality or high-elasticity companies in strong-trend sectors, and sell when the market peaks or the investment thesis breaks down; this requires a certain ability to track developments.
5. Distressed turnaround system
Buy companies that are severely undervalued or facing temporary difficulties but whose fundamentals have not been permanently damaged, and wait for mean reversion or a turnaround. For example, a company may face a major scandal, be on the verge of bankruptcy, be heavily indebted, or suffer severe losses; wait for the turnaround.
6. Momentum system
Price breakouts, moving-average systems, relative strength, and so on typically have a win rate of only around 40%, but a high risk-reward ratio of 3:1, producing positive expected returns over the long term.

Would you dare buy the dip on SPCX at $110?

Look at the surface first: earnings are dazzling, but the stock price has plunged.

Q2 revenue was $7.81 billion, up 92% year over year, with AI revenue at $2.56 billion. But after the earnings report, the stock plunged 13.6% in a single day, dropping directly from $125 to $108. Today, 900 million insider shares are unlocking, and market panic has reached an extreme. Having pulled back more than 50% from the IPO high of 225, the current 105-110 range is strong historical support, and the stock is extremely oversold, so a rebound could happen at any time.

First: The earnings report was not a “disaster”—the market simply “went blind”

Revenue came in at $7.81 billion, up 92%. AI revenue went from zero to $2.56 billion, rising 256% in a single quarter. Starlink contributed core profits, while Google and Anthropic are scrambling to sign computing-power contracts.

But why did the stock plunge?

Because capital expenditures surged to $18.4 billion—everyone focused on the words “burning money,” while no one looked at “revenue doubling.” This is a typical post-earnings “sell the news” situation: the numbers were so good that they instead became a reason to dump the stock.

Second: The lockup expiration is here, but you may be scared senseless

Today, 900 million insider shares became tradable for the first time.

The community exploded: “Everyone is selling, run!”

But look at the market—the premarket price rebounded from $108 to above $110, and the market did not collapse. That is because the lockup expiration news had already been digested for two full months; those who wanted to run had already done so.

Third: The fundamentals are rock-solid

SpaceX is not some SPAC junk stock. It is the world’s most valuable private tech company, with a market value of $1.4-$1.66 trillion:

Starlink users continue to surge, and it has become a cash cow

Starship’s long-term potential in the space economy is unmatched

AI computing-power rental contracts have locked in long-term revenue

More than $85.7 billion raised through the IPO plus bond issuance, with cash reserves nearing $16.6k

Bulls vs. bears—you decide

On one side:

Revenue +92%, AI revenue +256%, and management mentioned a $10 billion annualized ARR target

105-110 is strong historical support, and the stock has already begun rebounding premarket

Negative expectations surrounding the lockup expiration have been fully priced in

Institutional price targets have been raised to 248, 125% above the current price

On the other side:

Capital expenditures of $18.4 billion continue to “burn cash,” putting pressure on free cash flow

The actual selling pressure from the lockup expiration is unknown and could last for several weeks

The high-interest-rate environment is suppressing growth-stock valuations

Technically, the stock remains in a downtrend, with moving averages in a bearish alignment

Key levels

Upside resistance: 115-120 → 125-130 → 150 (near the IPO price)

Downside support: 105-108 (strong support) → 100 (round-number level) → 98-103

For short-term traders:

Go lightly long in batches at the current 110 or on a pullback to 105-108, with a stop-loss at 100, a first target of 115-118, and a second target of 125-130. This

For conservative traders:

Wait for the actual selling pressure from the lockup expiration to materialize, then enter on the right side after the price stabilizes at 115-118 with increased volume, targeting 125-150.

For long-term believers:

Start dollar-cost averaging in the 105-110 range, adding once for every $10 drop. The target is 200-250+, betting on the triple surge of AI computing power, Starlink, and Starship.

Assets like SPCX often have intraday swings exceeding 5-10%; a single positive headline can send it from 105 to 120. Shorting it is like catching a falling knife with bare hands.

SPCX now looks just like Tesla at the end of 2022—

Everyone thought it was “over and beyond saving,” but it tripled a year later.#Gate上线宇树科技盘前合约 #韩国KOSPI指数跌幅扩大至3% #闪迪Q4营收增372% $BTC $SPCX $TSLA

I was surprised to discover: Gate’s net fund inflows are second only to Binance, ranking second over both 24h and 7d!
What happened?
Ah! It turns out the third phase of Gate Pre-IPOs is here, and this time it’s $KIMI 😂, enough to make even Anthropic and OpenAI tremble.
Looks like everyone has come in to chase Moonshot AI.
Price: $105–115/share
Implied valuation: $50 billion
Subscription period: August 11, 2026, 15:00 – August 13, 15:00 (UTC+8)
Invitation link:
Kimi completed a $3.5 billion financing round in July, reaching a post-money valuation of $35 billion. Its ongoing new Pre-IPO round has a pre-money valuation of approximately $50 billion and is expected to officially go public within 6 months.
However, these are not actual shares, but mirror notes.
That works too—having a way to participate is all that matters! Once the company actually goes public, settle with me at the market price at that time.
Zhipu AI once reached as high as $128 billion, while DeepSeek’s latest negotiations are set at $50–74 billion. $kimi is currently at $50 billion and still has room to grow. Not losing money is already a win: conservatively, break even; moderately, $100 billion for a 2x return; optimistically, $150 billion for a 3x return.

At $1,220, would you dare to buy the dip on SNDK?

First, on the surface: explosive earnings, collapsing stock price.

In its August 5 after-hours earnings report, Q4 revenue was $8.97 billion, up 372% year over year. Non-GAAP EPS was $39.25, far above expectations of $34.45. Data center revenue doubled quarter over quarter to $2.98 billion, with an 84.6% gross margin. The board approved a new $14 billion buyback plan.

Then the stock plunged 8% in after-hours trading, with the underlying stock falling from $1,350 to $1,220–$1,240. 24-hour trading volume increased more than threefold, and longs suffered a bloodbath.

How can the stock fall after earnings this strong? This is Wall Street's most ruthless tactic—“sell the fact.”

First: the guidance was “below expectations,” but what is the truth?

Why did the market sell off? Because next-quarter revenue guidance was $10.3–$10.8 billion, with a midpoint of $10.55 billion, below analysts' expectations of $11.16 billion. EPS guidance was $44–$46, with a midpoint of $45, slightly below expectations of $45.58.

After the violent swings from the June ATH of $2,354 to around $1,000, followed by a rebound to above $1,400, Wall Street had already pushed expectations to the ceiling—any imperfection would be magnified into a “collapse.”

Second: what are the smart-money players doing?

The price fell 12%, but guess what happened to open interest?

It surged from $135 million to $190 million, a 40.6% increase. Capital did not flee; instead, positions were aggressively added after the earnings report. The hourly funding rate was +0.00409%, with the cost of new positions skewed toward longs.

The whale that previously ranked No. 1 in SKHX long positions bought a cumulative 12,527.6 SNDK within 20 minutes this afternoon, worth $15.55 million, at a weighted average price of $1,241.9.

Third: the technical chart has reached a key juncture

SNDK has retraced more than 50% from its June ATH of $2,354, touched lows of $998–$1,015 at the end of July, rebounded to above $1,400, and then plunged back to $1,220 on the earnings report.

The daily chart surged and then retreated below the Bollinger midline, damaging the uptrend. But $1,220–$1,240 is a major diagonal support zone—if this level fails, the next stop is $1,100; if it holds, this is a golden buying opportunity.

Current position

Resistance above: $1,270–$1,300 → $1,350 (prior close) → $1,400–$1,450

Support below: $1,200 (psychological level) → $1,150–$1,180 → $1,000–$1,050 (July low)

You decide the battle between bulls and bears

On one side:

Q4 revenue surged 372%, EPS beat expectations by a wide margin, and gross margin was 84.6%

A $14 billion buyback was deployed, leaving $15.5 billion remaining

More than half of fiscal 2027 capacity has been locked in, with $93.9 billion in contracted revenue

Open interest surged 40%, while a whale took a $15.55 million position at $1,240

The consensus of 23 analysts is “buy,” with an average price target of $2,179

On the other side:

Next-quarter guidance was “slightly below” extremely optimistic expectations

The previous rally was too large, triggering a stampede among profit-takers

If $1,200 fails to hold, the stock could retest $1,000

High valuations are extremely sensitive to any hint of negative news

Short-term traders:

Watch whether $1,200–$1,220 can hold. If the stock rebounds on volume, cautiously try a small long position, targeting $1,280–$1,320, with a stop-loss below $1,180. If it breaks below $1,180–$1,150, stay on the sidelines or cautiously take a small short position, targeting $1,050–$1,100.

Swing traders:

Build long positions in batches in the $1,150–$1,220 range, with a stop-loss below $1,100, targeting $1,350–$1,450, and a second target above $1,600. Investor Day on August 13 is the next key catalyst.

Long-term believers:

Invest gradually in batches in the $1,000–$1,200 range. AI storage demand is not just a story—the global NAND market is expected to exceed $300 billion in 2026 and approach $500 billion in 2027.

SNDK now looks just like Nvidia in 2023—

Explosive earnings, guidance “below expectations,” a plunging stock price, retail investors capitulating, and institutions buying the dip. Then what? Nvidia rose from $400 to $1,400. #Gate上线宇树科技盘前合约 #韩国KOSPI指数跌幅扩大至3% #闪迪Q4营收增372% $SNDK $NVDA $SKHY