On SemiAnalysis’ (not) recent report...
- $NVDA wanted a 4-die configuration with 16 HBM stacks inside one advanced package
- However, that is not possible at high yields yet without glass substrates
Instead, Rubin Ultra will move to a 2+2 configuration: two dual-die packages on the same board
The system still gets four GPU dies, and the Kyber server still preserves the intended compute and HBM footprint. The design is being split across the board because the package is not ready for volume
This is a workaround while glass substrates and PLP ramp through 2028
TSMC CoPoS mass production is stil

#广场预测世界杯赢40000U
Barcelona becomes the biggest winner of the 2026 World Cup: 14 players advance to the round of 32, only Araujo eliminated
I just saw a stat that stunned me: The 2026 World Cup group stage in the US, Canada, and Mexico has concluded, and Barcelona has truly welded its "club influence" onto the World Cup stage. Of the 15 internationals who have worn the Barça jersey, 14 advanced to the round of 32 with their national teams—a 93% advancement rate. Among global top clubs, you won't find another such prolific supplier.
The only one who didn't advance is their current captain Araujo

Love turns out to be a trading weapon. This trader is quite interesting—probably a fan of Gu Long’s martial arts novels.

wow literally everyone is in the coin

Building the future of AI starts with real-world data and decentralized infrastructure
@PerceptronNTWK is creating a powerful ecosystem where data becomes intelligence and contributors help shape the next generation of innovation. ⚡
#Perceptron #AI #Web3

Early birds take profits first🤔

$PI Big haul again! Trapping old pioneers.

JUST IN: SEC final judgment fines NanoBit platform and affiliates over $5 million for a WhatsApp scam posing as SEC-registered brokers and promoting fake ICOs. This underscores ongoing SEC crackdown on crypto fraud schemes. $BTC $ETH

A few days ago, it was still pretending to be strong, but today it was directly suppressed by shorts! 📉😎
The last look before bed at $OPN , it was still oscillating at a high level. The chart looked lively, but I didn't want to chase at that time.
While everyone was still watching, I focused on the details of OPN: every upward move was just a bit short, volume didn't follow, and as soon as selling pressure appeared near the resistance level, it softened.
Seeing this, I judged that this wave couldn't be sustained on the upside, so I followed the bearish approach and opened a short posit

The last glance before sleep was still grinding, and waking up directly gave the answer to the bears. 🔥📉 A few days ago, in the early morning, I watched $XLM —it wasn't that it didn't want to break out, but every time it surged, no one followed, the volume couldn't keep up, and the rebounds became weaker and weaker. This kind of high-level consolidation is most likely to fool the impatient.
While grinding the top on the chart, I focused on the details of XLM: the resistance above never loosened, and whenever sell pressure appeared, the price fell back. 👀 So around 0.20037, I executed the sh

The last look before bed was still dragging, and waking up gave the result directly.📉😎
When I looked at $ADA before bed a few days ago, the chart was still grinding sideways at a high level, seemingly not weak, but the more I looked, the more I felt something was off. The rally had no volume, and the support wasn't strong enough.
A few days ago in the early morning, I was watching ADA's rhythm and noticed that each time it tried to push up, it seemed to lack the final breath, and after the push, it got pressed back down 👀 This kind of chart is most likely to lure people into chasing longs,

Let's think long term… today it's cheap! down the road, each one will buy at the price they deserve. DYOR. in the project since 2019.

Seriously, this chart really knows how to mess with people! 📢 A few days ago, it was still grinding in a small range in the early morning, and many people were losing patience watching it, but when I opened the chart this morning, $JTO directly showed the result 📈
During the bottom grinding, I saw that the key support level of JTO didn't break, and it could recover after a retracement, with selling pressure getting lighter each round. It wasn't inactive; instead, it was slowly grinding away the chips at low levels. At that time, I approached it with a long bias 👀
Some money isn't made by i

🔥After a 172% surge, smart money quietly retreats, fish tail market!
Be fearful when others are greedy—you need to see who is being greedy.
TAC surged 172% to 0.0667 then pulled back to 0.0598, 1h MACD death cross, long liquidation cluster at 0.063-0.067, trap has appeared. Smart money total position 11.87 million, long/short ratio 189%, early profit floating profit 3.49 million, chasing high floating loss 1.64 million. Short-term outflows but 4h inflows, big money hasn't left, more like a shakeout. Good news priced in, TVL plummeted, fundamentals weak. Fish tail market, high pullback pressur

JUST IN: Iran says its current priority is implementing the MOU terms, with no talks on a final agreement and a tech delegation headed to Qatar to discuss Article 11 on frozen assets. $IRN? (no ticker implied)

#SaylorHintsAtMoreBTC
Strategy heeded the market this time: Up to $1.2 billion in Bitcoin could be sold
Amidst recent price declines and ongoing criticism, Strategy delivered the message the market was waiting for this week. Instead of purchasing more Bitcoin, the company announced the creation of a Digital Credit Capital Plan. The firm also increased its reserves to over $2.5 billion.
Michael Saylor listened to the market this time and refrained from buying Bitcoin. Heeding expert criticism regarding the need to strengthen liquidity, the company raised its reserves from $1.4 billion to $2.55

Indeed, this really woke up the market!🚀
A few days ago before bed $BAS , it was still grinding the bottom, prices swinging back and forth until people had no patience, but at that time I didn't rush to negate the long orders because the key levels weren't breached, the pullback could still stabilize, and buying pressure began to take the initiative👀
While everyone was still waiting, BAS repeatedly shook out around 0.049967, looking slow on the surface but with consistent underlying support. I suggested opening longs at that time, because it was grinding the bottom without breaking support,

To be honest, this kind of drop is satisfying! 🔥📉
Last look before bed, $HFT is still pretending to be strong up there, price is rubbing back and forth, but volume hasn't been released, and the upper resistance hasn't been eaten away.
During the session when it was grinding higher, I saw the details of HFT very clearly: each rebound was weaker than the last, no one took the bait when it surged up, the support was clearly insufficient ✅ So at that time, I didn't chase longs; instead, I preferred to wait for the bears to exert force and open shorts at the right positions.
Now from 0.01033 to