Coinhusays1

Buck up! Work hard to make money!

Around 6:00 a.m. Beijing time on November 12, MSCI will announce the final list, and MSTR is highly likely to be included.
The reason isn’t “it buys Bitcoin,” but that its financial statements no longer look like those of an operating company:
・Holds 848,517 BTC, with a market cap of about $70.8 billion at the end of September
・Revenue totaled $372 million in the first three quarters
・Q3 operating profit was $20.9 billion, of which $20.9 billion came from revaluing its Bitcoin holdings
Operating assets account for less than 1%, so it fails at the very first step of core screening.
JPMorgan est

The current A-share market:
The existing market is a zero-sum game, with different sectors feeding off one another. One of the main sources of liquidity is big tech; other themes are like a bucket of water, and the supply is limited. Big tech and banks move in opposite directions. When big tech rises, themes struggle. When big tech trades sideways or dips slightly, the themes to watch are AI applications, short-drama games, and robotics—two of the better recent theme directions. Next come name-based speculation, stocks with “Oriental” in their names, and the “Yang” cohort. When volumes contrac

Yesterday, my Nvidia position was stopped out, at a loss of -21%. Reflecting on the reasons, the main points are:
1. CPI shock; I didn't get out in time
2. I focused only on NVD and ignored everything else; NVD was much weaker
3. I had subjective expectations that good news about Huang not getting into trouble would come out; I waited a long time, but it still hasn't been released

Prioritize betting based on volatility, then on logic
Volatility is seeing is believing.

- Low expectations, strong reality → enter aggressively
- High expectations, strong reality → hold and enjoy the ride
- High expectations, weak reality → exit and take a break
- Low expectations, weak reality → wait and see

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.

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.

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