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Changxin Technology $CXMT saw its market cap break above $3.5 trillion at one point, becoming the new king of China A-shares 🫅.
And the latest evaluation from Nomura says Changxin is bullish at RMB 116, with a market cap of $7.76 trillion—could it even double?
Brothers, do you dare to get in?
I looked closely at Nomura’s report. They expect DRAM revenue to surge by more than $2 trillion by 2030. Yes, that’s trillion, with a T.
From about $35k in 2022 to more than $2.06 trillion in 2030.
Below is the complete supply-and-demand outlook they published.
Production is expected to rise from 29.3 b

$BTC Decisive Break Below 60K, ETH Loses 1,580 — Stock-Crypto Divergence Widens, Non-Farm Week Decides Direction
📊 Macro Environment
US stocks fully risk-on: S&P 7,488 (+1.83%), Nasdaq 26,143 (+3.34%), Dow +0.85%, VIX drops to 16.85 (-4.5%), AI chain leads (NVIDIA +2.9%, Tesla +9.7%). But crypto goes bearish independently: BTC breaks below 60K to 58.5K, ETH at 1,568. Stock-crypto divergence = capital rushes into stocks for "rate cut + AI," crypto still deleveraging. This week's labor data (ADP/Non-Farm) will dominate the rate cut path, a decision point for direction.
⚔️ International Situati

Yesterday’s SpaceX move can be described as a near-miss—also a preliminary validation of the idea mentioned in the quoted passage: first, it followed Micron’s plunge to fake a test of the support level around 150, then rebounded all the way to the day’s high of 166, closing at 164, with total trading volume of 8,100+w shares; volume and price are healthy.
After yesterday’s consolidation, there’s no need to worry about $SPCX breaking down for now. After tonight’s market open, we’ll see whether it can hold above 160, and then try again to break through 170.
From a time perspective, today is exa

#美伊 The 60-day ceasefire between the US and Iran still couldn't last until the end.
Today, Iran's Islamic Revolutionary Guard Corps issued a statement, stating that its navy and air force used missiles and drones to strike multiple important US military facilities at the Ali Al Salem Air Base in Kuwait and the US Fifth Fleet in Bahrain, making a decisive response to recent US acts of aggression.
From the attack on oil tankers in the Strait of Hormuz, to two consecutive days of US airstrikes on Iran, and then to Iran's direct retaliation against US military bases in the Middle East, both si