Semis going down on:
> Morgan Stanley raising its 2027 and 2028 hyperscaler capex forecasts by 9% and 10%, respectively, now modeling $1.2 trillion and $1.4 trillion in annual spending
> $GOOG raising 2026 capex guidance from $180–190 billion to $195–205 billion, posting negative free cash flow for the quarter and saying demand still outpaces its capacity investments
> $TSM raising 2026 capex guidance from $52–56 billion to $60–64 billion and increasing its full-year revenue growth outlook from more than 30% to above 40%
> $ASML raising 2026 revenue guidance for the second consecutive quar

JUST IN: Microsoft AI launches MAI-Cyber-1-Flash, a self-developed cybersecurity model on the MDASH framework. If benchmarks hold, the combo with MDASH could slash remediation costs by ~50% vs previous setups. $MSFT

$BTC On the daily chart, around 64,000 it looks like it’s been holding as support, but it didn’t break out on high volume, so it isn’t very reliable. Today’s bearish candle has upper and lower wicks, but the lower wick is much longer than the upper wick, so you can treat it as a variant of a hammer pattern. Overall, the bulls are still dominant.
On the 4-hour chart, after reaching 65,500, it started to pull back, then rebounded to 65,000. Right now it’s still being suppressed by the resistance level here. Wait to see whether it can hold and suppress price—direction is likely to emerge aroun

JUST IN: WTI and Brent dip on headlines of “good negotiations” with Iran; front-months off about 0.5+ and traders watching geopolitical risk and potential oil supply implications. $WTI $BRENT

#SummerCreationCamp
#XAG
Silver is trading at $58.60, which is roughly 52% below the all-time high of $121.62 reached on January 29, 2026, yet still approximately 49% higher than where it was one year ago. The metal has been through an extraordinary cycle: a 147% surge in 2025, a parabolic spike above $120 in January 2026 driven by speculative frenzy, and then a brutal multi-month correction that has brought it back to the upper $50s. The price is currently sitting at a major decision point, balancing between the forces that dragged it down from the peak and the structural fundamentals that c

When both the long and short positions were opened, the order book was actually very quiet—quiet enough to make me doubt whether I’d read the chart wrong. Around 0.05162, it kept grinding for a long time: the price wouldn’t go up or down, and there was no obvious change in the market sentiment beforehand. What I was most worried about at the time wasn’t losing money—it was losing my patience first.

Later, what truly changed my mind was a dip. That needle came down and was pulled back quickly; then someone took over below, sell pressure didn’t keep expanding, and afterward the rally also turn

Nucor Corporation $NUE Q2 report:
EPS: $4.84 Est : $4.46
Revenue: $10.40 billion Est: $10.15 billion
The company's non-cash benefit of $0.20 per share stemmed from the appreciation in value of its investment in the fusion energy initiative Helion. Although there was a general slowdown in demand in the construction sector due to high interest rates, the renewed upward trend in hot-rolled coil steel prices per ton supported segment profitability.

Let's show $BRODIE that $KITSU is the real G
$KITSU is the real office dog
let's conquer

#CXMTGoesPublicGateContractTradingGainsEarlyMomentum
The global semiconductor industry is entering another exciting chapter as reports surrounding CXMT's public market journey continue to attract attention. Investors are closely watching how this move could influence the memory chip sector, technology innovation, and broader market sentiment. At the same time, traders on Gate Contract are already showing strong early momentum, positioning themselves ahead of potential volatility.
Whenever a major technology company reaches a milestone such as an IPO or public listing, the market often reacts

【$PUMP Signal】Buy-side depth support is strong; 1H pullback to buy
$PUMP Buy-side order-to-order ratio is 1.22, with depth clearly skewed to the buy side; although the 1H MACD histogram has turned negative, the price is holding above the EMA20, and sustained buy support is around 0.00215. The 4H Bollinger upper band is still expanding, and the trend hasn’t broken.
🎯 Direction: Long
⚡ Entry / Limit orders: 0.00214455 - 0.00215100
🛑 Stop loss: 0.00212949
🚀 Target 1: 0.00218327
🚀 Target 2: 0.00219940
🛡️ Trade management:
- Execution strategy: after reaching Target 1, reduce position by 50%

#夏日创作营 Goldman trading head: Difficulty of trading in US stocks remains extremely high; consider building positions in gold on dips
Although the S&P 500 index has seen limited overall gains and losses this week, the market’s sharp internal divergence and factor volatility are testing every investor’s judgment.
Tony Pasquariello, head of Goldman’s hedge fund business, said in the latest market macro report that the current market’s “trading difficulty remains extremely high” because momentum volatility is still very high. He recommends closely watching a historical comparison: the typical patte

This trade $SOXL is benefiting from a double tailwind: “tighter liquidity” and “AI losing its luster.”
Today’s US stock semiconductor space is much like the dot-com bubble of 2000. Burry’s short on Micron isn’t random—it’s a signal that the memory cycle has topped.
Breakthroughs in domestic lithography machines are only the needle that punctures the bubble. SOXL, a 3x leveraged ETF, will accelerate its search for a bottom in a downtrend due to “leverage decay.”
Entering at 156.51, you’re looking for an adjustment at least on the weekly timeframe. A return of 886%, in essence, is a salute to t

#GateCardApplicationNoExtraAddressProofRequired
Applying for a crypto card has often meant dealing with long forms, repeated verification requests, and the frustration of uploading document after document before you can even get started. For many users, proving their address has been one of the biggest hurdles in the entire process.
That experience is changing.
With Gate Card, eligible users can now enjoy a much smoother application process. If your account already meets the required verification standards, you may no longer need to submit additional proof of address during your application.

This surge came at just the right time. After I finished my lunch and checked the charts, $AAVE already pulled back all the previous hesitation. It’s not that kind of move that loudly calls out in advance; it first gives positions to patient people, and then uses the results to push the doubts back down.
Before the market even fully kicked off, I saw AAVE repeatedly probe but not break down through. After it held sideways at the low level, the buy side gradually became more proactive, and the pullback-and-then-hold action also became increasingly clear. My take is simple: the key level is sti

2022: Everyone expected lower. That was the bottom.
2026: Same fear. Same prolonged accumulation. Same opportunity.
History doesn’t repeat but it often rhymes.
The $TEL bottom is very close. Time to buy the dip. 🚀

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This short trade didn’t go in because the market suddenly weakened. When the price was grinding at the high level before, I already felt the rally becoming increasingly difficult. The price repeatedly tested above around 0.08432, but each time it was pushed back down. The buying interest looked active, but it didn’t form sustained support, so I’d rather wait for the short side to confirm than chase a long during a push up.
That initial stretch was really torture. After opening the position, the price swept back and forth, and a few times it nearly wore down my patience. The hardest part was wa