How Could the U.S. Data Center “Brake” Benefit Chinese AI?
Nomura’s logic chain is crystal clear:
Tighter U.S. regulations → slower data center construction → cooling chip demand →
Collapse in black-market premiums → lower costs for China to obtain hardware.

Coinhusays1 9 hours ago

How does the U.S. data center “brake” benefit Chinese AI?
Nomura’s logic chain is crystal clear:
Tighter U.S. regulations → slower data center construction → cooling chip demand → collapse of black-market premiums → lower costs for China to acquire hardware.

Coinhusays1 9 hours ago

Current information: a beautiful, non-staff female
reporter for an outsourced program at Hunan TV.
Worked in media for 4 years, leveraged her connections, and went into private
banking sales, then joined an investment firm.
She got into fintech, then went to Singapore and started a company selling cards.
She landed Lao Huang in Singapore and got more cards
The U.S. checked and found the company's cards didn't match; the cards had been moved to mainland China.
They started investigating and ended up uncovering Lao Huang's affair
Then $NAVIDIA bitcoin:native flashed a wick and blew up our accou

BTC-0.67%

Coinhusays1 12 hours ago

Made a quick play on SK Hynix $SKHY

SKHY+4.14%

Coinhusays1 3 days ago

Iran strike decision — Trump says he will “decide soon whether to launch further strikes,” while also saying “communications are ongoing”; Qatar’s prime minister made clear that “no comprehensive agreement has been reached.” Oil near $98 has priced in almost none of this news; if it materializes, there is ready room for a $5–8 jump.
AI regulation advances on two fronts — Democrats plan to investigate Apple, Meta and companies owned by Musk (Jinshi, 11-06); the ECB is considering reviewing banks’ loans to data centers. The former targets valuations, the latter financing—two distinct levels of r

AAPL+1.68%

BTC-0.65%

NAS100-0.07%

2
5.19k

Coinhusays1 2026-11-06

For bitcoin:native, the outlook here is for choppy bottom-building, not a V-shaped reversal,
because it has already drawn one “door,” and it’s also the weekend.
If you’re in a long position, treat it as range-bound trading and don’t get too ambitious.

Coinhusays1 2026-11-06

Actually, when you think about it, it’s no surprise that so many A-share hot-money traders emerged from 2021 to 2024.
When A-shares are doing well, individual stocks can easily surge 10% or 20%, while those on the Beijing Stock Exchange can rise 30%.
As long as you keep drawdowns under control, their volatility is greater than Bitcoin’s and Ethereum’s, even approaching that of altcoins in crypto.

BTC-0.67%

ETH-1.26%

1.37k

Coinhusays1 2026-11-05

Damn, guys, the Nasdaq is down nearly 7 points, semiconductors $SOXL are down 36%! SanDisk is down 22%! $AMD and Micron $MU are down 17%,

NAS100-0.07%

SOXL-1.16%

SNDK+6.53%

AMD+8.82%

MU+5.56%

6.96k

Coinhusays1 2026-11-05

23:41:33
U.S. military ready to launch large-scale strikes on Iran
November 5, Jinshi Data: Al Jazeera, citing The New York Times, reports that the U.S. military is ready to launch large-scale military operations against Iran at any time on Trump's orders. (Jinshi Data APP)
Is this the news?

Coinhusays1 2026-11-05

It dropped so much again pre-market....

5.08k

Coinhusays1 2026-11-05

What is the market trading now?
AI, the dollar, and U.S. Treasuries, which should be bearish, and gold and silver, which should be bullish, have basically all risen.
Risk assets—Bitcoin and the Nasdaq—also rose 2%~3% yesterday on the day of the great uprising.
Semiconductors continued to fall.
The market is currently in a quiet period. What is it trading? Nothing much.
It’s just pure positioning warfare.
After rising too much, it has to fall. That’s all.
Opened a small short position on Ethereum. ethereum:native

GLDX-0.40%

PAXG+0.37%

XAU+0.38%

XAG+0.47%

2.87k

Coinhusays1 2026-11-05

The current situation is that semiconductor chips and the broader market are selling off in tandem.
Overseas, SK Hynix is down 9%, and the Korea Composite Stock Price Index is down 5%.
Funds exiting China’s A-share market have flowed into AI applications, short-form dramas, and media.
Overseas funds have moved out of the US dollar, US Treasuries, and semiconductors and into gold and silver.

GLDX-0.40%

PAXG+0.37%

XAU+0.38%

XAG+0.47%

Coinhusays1 2026-11-05

$TSLA Sentiment killed it. I think it could rebound, just like the Zuckerberg thing before. Once the Democrats get in, just give them money again to curry favor

TSLA+5.40%

Coinhusays1 2026-11-04

Since the earliest message at 12:42, ethereum:native is up 2.88%, $Q is up 2.78%. $CRCL is up 4.34%. $SOXL is up 13.16%.
With 10x leverage, the average gain is 30%. Too bad I only made 15% on Ethereum—what a lousy performance

ETH-1.26%

CRCL+0.48%

SOXL+15.88%

Coinhusays1 2026-11-04

Everything has bounced back; let's see how high it can go

Coinhusays1 2026-11-04

Went long; selection finalized
ethereum:native

ETH-1.23%

4.52k

Coinhusays1 2026-11-04

A good trading tip
Made 3 trades in the STAR 50 ETF, $KSTR —it’s really easy to trade.
If you use foreign currency\USDT to trade A-shares, instead of using RMB to buy A-shares,
it’s much simpler. You can go long or short, without being subject to T+1 restrictions
And A-shares’ directional moves are easy to judge.

KSTR-1.18%

Coinhusays1 2026-11-04

The Democrats sweeping both chambers (98% for the Senate, 99% for the House; Polymarket has essentially locked in a blue wave) is pushing markets from “no front-running before the election” toward “repricing after the election”
——Nasdaq 100 futures have extended their decline to 2%, with tech and the AI sector bearing the brunt of this round (a triple squeeze from tighter regulation, taxes on computing power, and congressional investigations),
Crypto is weakening in tandem with tech in the short term, with BTC down to around 77.3k; the falling odds of crypto legislation passing are an addition