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Jefferies expects memory prices to rise 40–50% QoQ in Q3 2026, followed by another 30–40% QoQ increase in Q4 2026
$MU is guiding for $31 EPS in calendar Q3 2026
If prices rise another 35% and then remain stable through 2027, Micron would be trading at less than 7x 2027 EPS
However, Jefferies is even more optimistic than that
For 2027, Jefferies expects memory pricing to remain 40–45% higher YoY. Relief is not expected until 2028, when new capacity could add 15–20% supply, although the article says this may not fully offset AI and compute demand
Realistically, Micron may be trading at less than

$$BTW Down 33% in 24 hours, those who chased highs yesterday are now down 40%. This sharp drop directly crashed from 0.098 through the low of 0.0628, with a trading volume of 37 million and no major support seen. My cost is 0.071, and my position is showing a floating loss of 10%. Trading plan: Short-term bounce to 0.066-0.068, reduce half position to prevent further drop, keep flexible funds. Two scenarios: First, if 0.0628 holds and volume increases to recover 0.07, then it may form a bottom; buy back at 0.065 for a rebound. Second, if 0.0628 breaks with shrinking volume, the next support is

Netflix really said “let’s ruin perfection” with that AVATAR: Last Airbender live-action.
Worst adaptation in history.
The cartoon clears it by 1,000,000 to 0. No contest.

#VELVET Last night, I went long at the pullback to 1.16, with a take-profit set at 1.74. But in the middle of the night, I couldn't hold on anymore, afraid of giving back profits. Alas, I exited too early.

Colombia’s “Europhobia” — is it really not good enough against top European teams?
Colombia has a statistic worth paying close attention to: in World Cup history, they have played European teams 11 times in total. What does the record look like? Not ideal.
In their last two friendly matches, Colombia lost to France and Croatia one after the other. When facing European technical-style teams, Colombia’s midfield control often becomes a problem. Portugal is a typical European technical-style team— the midfield pairing of B费 and B席 is one of the top-tier setups in the whole world.
But guys, histor

David Tennant, Nicola Coughlan & Jodie Whittaker join ‘ONLY MURDERS IN THE BUILDING’ Season 6.
New cast added to the Hulu mystery-comedy.

JUST IN: IRGC claims 8 US targets struck, warning of “hell” for US bases and tougher measures in the Strait of Hormuz. Geopolitical risk adds a new layer for oil and macro risk premia. ⚠️ $BTC $ETH (no new facts beyond claim)

【$KGEN Signal】1H bullish momentum exhaustion relay, funding rate anomaly ambush for further upward attack
$KGEN RSI 1H 86.37, clear buying gap, but 4H Bollinger upper band 0.2205 broken and holding steady, funding rate 0.0113% still low, shorts not heavily accumulated. MACD 1H histogram shrinking, bullish momentum weakening but not reversing, order book depth Bid/Ask Ratio 0.76, sell pressure slightly higher than buy pressure, but OI stable, main force has not withdrawn. Current risk-reward ratio 1.5, if price retraces to support near 0.2275 effective, short-term long entry probability is de

Bearish restest and breakdown!? 🔥

[$HOT Signal] Long | Super Negative Funding Rate + Buy Wall Support, 1H Short Squeeze in Progress
$HOT Funding Rate -0.4191%, short positions continuously paying, buy depth ratio 2.18, strong support around 0.00034. Although the 1H MACD histogram is shrinking, the price is consolidating without falling, showing clear bullish control. 4H RSI 76.4, not turning down in overbought zone, high probability of trend continuation.
🎯Direction: LONG
⚡Entry/Pending Order: 0.000343584 - 0.000344100
🛑Stop Loss: 0.000340659
🚀Target 1: 0.000349262
🚀Target 2: 0.000351842
🛡️Trade Management: - Execution St

$ETH Signal: 1H breakdown, bears in pursuit
$ETH The 1600 level was lost within two hours, the 1H MACD histogram accelerates downward, sell order depth exceeds 60%. The 4H lower Bollinger Band at 1531 is attracting bears to test lower. Funding rate turns negative but OI is stable, bears have not yet taken massive profits, this rhythm is worth tracking.
🎯Direction: short
⚡Entry/Pending order: 1560.3150 - 1565.0100
🛑Stop loss: 1611.6654
🚀Target 1: 1495.0269
🚀Target 2: 1460.0353
🛡️ Trade management: - Execution strategy: After reaching target 1, reduce position by 50%, and move stop loss to

【$ETH Signal】1H rebound weak, bears continue to apply pressure
$ETH 1H level rebound momentum exhausted, price continues to be suppressed below EMA20. MACD negative value expands, RSI hovers around 45, bulls lack organization. After losing the middle band of the 4H Bollinger Bands, the rebound only touched 1600 before being suppressed. Funding rate remains negative, sellers still hold the initiative. Current risk-reward ratio is acceptable, but chasing shorts requires caution against buying pulses below.
🎯Direction: Short
⚡Entry/Pending Order: 1571.1524 - 1575.8800 range short position
🛑Stop

6.28 Xixi Morning Commentary:
Bitcoin is oscillating around 60,166, with an overall weak trend, but temporarily finding support at the 60,000 integer level.
Over the weekend, it broke out of the consolidation range. Currently, the upper resistance is around 60,800, and the lower support is at 60,000.
Overall weak oscillation. In the short term, due to KDJ oversold conditions, there is a high probability of a small rebound. However, if it cannot effectively break above the middle Bollinger Band, it is likely to continue testing support downwards. Pay attention to the momentum of the middle band

JUST IN: Iran’s IRGC warns ceasefire violations could trigger a full suspension of related processes, with missile and drone strikes against Kuwait and Bahrain in response to U.S. actions. Possible regional risk spillover for Gulf markets and energy flows. $BTC? $ETH?

$AGLD In 24 hours, it dropped 22.65%, from 0.2665 down to 0.2018. The pain is enough to buy you a week's worth of takeout. Is this a panic sell-off or a golden pit?
Bullish reasons: Trading volume of 440 million indicates someone is buying heavily at low levels; 0.1923 forms short-term support; high volume at the bottom is often a precursor to a minor reversal. Bearish reasons: Still daring to catch a falling knife with a drop of over 20%? 0.2665 is strong resistance; when the overall market is unstable, such halved coins are most prone to continued gradual decline; panic sentiment has not yet

[$SOL Signal] 1H breaks down and turns bearish dominance on the short term
$SOL 1H: Three consecutive bearish candles break through the lower Bollinger Band at 70.73. Buy orders are thin, and the bid/ask ratio is only 0.43. 4H MACD histogram is contracting, and bullish momentum has run out. RSI_1h is 38.33, and the funding rate is -0.001%, meaning short cost is low. Order book depth imbalance is -7.82%. Orders to the downside are light, and rebounds are weak. Current risk/reward ratio is 1.5, with a high probability of further downside in the short term.
🎯Direction: short
⚡Entry/Pending