Altimeter and Atreides' letter to the board of $NVDA.

Today's breakfast!
Understated luxury.

$AKE $KYO All the money in altcoins is in $AKE. Everyone only sees $AKE going up—didn’t they see AKE’s 10 consecutive drops before? Buy the dip on KYO, the next 10x potential.

Huang Renxun suddenly resigns—has Nvidia’s sky fallen? Behind NVDA’s plunge, the empire’s real test is only just beginning!

The thing Wall Street least wanted to see has happened: Huang Renxun is leaving Nvidia!
This isn’t an ordinary executive reshuffle. A founder who spent 33 years with the company has suddenly handed over the reins. After the news broke, NVDA plunged more than 13% at one point in pre-market trading, and investors immediately began asking themselves: without that iconic black leather jacket, can Nvidia continue to dominate the AI world?
But don’t rush to hold a funeral for

Democrats say banning Congress from trading stocks is a top priority after winning the US House and Senate.

#ETHBrieflyFallsBelow2000 #ETHBrieflyFallsBelow2000 — Ethereum’s $2,000 Breakdown Puts $1,900 Support to the Test

Ethereum has entered another critical phase after losing the psychologically important $2,000 level. Trading around the $1,940 region in the latest market snapshot, ETH is facing renewed selling pressure, with its weekly decline approaching 12%.

The breakdown has weakened the short-term structure and shifted attention toward the $1,900–$1,875 support zone. The key question now is whether buyers can defend this area or whether sellers will push the market into another leg lower.

$SOXS I bet it will close below 48 by tomorrow’s close. The stake is a week’s worth of coffee. It’s at 52.95 now, up 18.48% in 24 hours, with trading volume of 923 million—volume like this is usually a good thing, but paired with an 18% gain today, all I smell is overheated short-term sentiment. The 24-hour high was 55.03 and the low was 43.46, a 27% range. This isn’t price discovery; it’s a long-short meat grinder.
Let’s break down the fundamentals: SOXS is a triple-leveraged short semiconductor ETF that tracks three times the inverse of the PHLX Semiconductor Index. Its 18% gain means the se

Bitcoin Wallet Makers Face Uphill Climb to Quantum Resistance
Trezor is gearing up for the UX challenges of a post-quantum Bitcoin, and the stakes are high.
At the center of it: SHRINCS, the community's leading candidate for a post-quantum signature scheme, proposed late last year by Blockstream Research Director Jonas Nick and cryptographer Mikhail Kudinov. SHRINCS uses a composite hash-based approach that gives users a choice between stateless and stateful signatures.
⚠️ Personal market analysis only. NFA — manage risk and DYOR.
Educational content, not investment advice or a recommendation

$AKE It surged nearly fivefold in a day—this is just insane. Everything else has dropped like shit, and they keep doing this to get everyone worked up..

◆ Morning Note｜11-14

As of 09:15.
Reconciliation: 8 setups deployed last night; none filled.
Live US stocks short-term trading: Over the past 24 hours, closed positions returned +0.78% (1 win, 0 losses); cumulative return since 2026-09-29 is +2.65%, with a maximum drawdown of 11.73%; 0 open positions, unrealized +0.00%.
Conclusion: Risk appetite is fading at the margin. The S&P 500 closed at 7,561.7, down 0.40%; the Nasdaq closed at 25,136.3, down 0.91%; and the VIX closed at 19.3, up 3.21%. Do not chase. The 10-Year yield rose to 5.154%, and the DXY stood at 103.4, raising the opportunity co

📡 Signal Card · Repost Version
Source: Jotham Mabi (KOL channel) Asset: $BTC Long entry: 1.5449 Target: 1.9366 Stop-loss: Not specified 👀
Sis is only sharing this, not endorsing it. Since no SL is listed, we need to be extra careful—the stop-loss isn't specified, so we're taking on all the risk ourselves. Whether to follow and how much to put in is up to you, babe.
Personal notes shared for reference only; not investment advice. #International gold prices fall below $4,000; is gold's safe-haven status being put to the test?

A Week of Wins and Losses Is Behind You—Real Pros Spend the Weekend Doing This!

The week’s trading is over. Don’t just stare at your account! These 3 questions will determine whether you can turn things around next week!
The weekend is here. First, ask yourself: How did your account do this week?
Some made a killing on a market move, some got schooled by the market again and again, and others studied technical indicators every day only to discover that the most accurate indicator is called your account balance.
Jokes aside, what really matters isn’t how much you made this week, but what you d

#AnthropicIPO6xOversubscribed #ShareWeeklyWriting

The artificial intelligence industry is witnessing another major financial development as Anthropic's upcoming Initial Public Offering (IPO) reportedly attracts demand approximately six times greater than the number of shares available.
Anthropic, the company behind the popular Claude AI assistant, is attracting significant attention from institutional investors and global financial markets. This strong reported demand highlights the growing interest in artificial intelligence companies and demonstrates how investors are searching for opportun

$ARIA Today's market-maker takedown chart: short high, short high,

It's already late; let's look at 69100 first...

$PONS This rebound has now been completely given back, with the price testing near the seven-day low again. The rally to 0.1663 on the afternoon of the 13th has been fully erased: after peaking at 15:00, it closed at just 0.1460 and slid further to 0.1424 late in the session. The price continued weakening early this morning, hitting a low of 0.1410 and falling straight through the low from the 13th, just a step away from the seven-day low of 0.1395 set on the 11th. The strongest intraday bounce reached 0.1471, failing even to reclaim the 12th’s closing price of 0.1475. Trading volume was abou

Nvidia Changes Leadership: Who Will Be the Next Winner?

Jensen Huang’s departure from Nvidia has suddenly given the market a new question to consider: If the AI industry enters a new era of leadership, who will win the next round of investor attention?
First, the AI computing power supply chain is worth watching. Servers, advanced packaging, high-speed interconnects, memory, and data center infrastructure remain important parts of AI development. But whether they benefit depends on real orders, not on whether “AI” appears in their names.
Second, there are Nvidia’s chip competitors. If custome

🚨 Market sentiment has taken a sharp turn for the worse! The Crypto Fear & Greed Index plunged to 13, straight into “Extreme Fear” territory, while Bitcoin is hovering around $68,304. ⚡
The index plunge has dragged market sentiment to its lowest point this year, but historically, such extreme fear often harbors the seeds of a rebound. As panic selling surges, many traders are instead treating this pullback as a chance to accumulate. Notably, despite the dismal sentiment, Bitcoin is still holding firmly around the $68,000 level, showing considerable resilience.
How the market unfolds from here