Impressions
• August 4 was the peak, at nearly 80k
• Then they declined continuously
• On August 7, they dropped directly to zero (this is the most abnormal point)
• On August 8, they recovered somewhat to over 10k
• On August 9 (today), there is currently almost no data
Follower growth
• Net growth on August 5 and 6 was relatively healthy (nearly 150)
• It also gradually declined afterward
• Although impressions were 0 on the 7th, follower growth continued, indicating that the account was not completely dead
Key issue: Impressions were 0 on August 7
This is not normal fluctuation. Und

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1h ago

Musk: The upcoming V3 satellites will outperform V2 satellites by an order of magnitude, and the system will achieve $20 billion in annual revenue this year
Musk posted on social media platform X on August 8 local time that the V3 satellites, which will soon be launched via Starship, will outperform the V2 satellites currently launched via Falcon rockets by an order of magnitude. This means Starlink V3's bandwidth will be more than 100 times that of the Starlink V2 system. The system will reach $20 billion in annual recurring revenue (ARR) this year; “even if revenue per gigabyte falls tenfold

SPCX15.82%

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1h ago

A Huachuang Securities research report noted that U.S. nonfarm payrolls unexpectedly fell by 23k in July, while data for the previous two months were revised down by a combined 103k, and the unemployment rate declined to 4.1%. The labor market showed signs of being “weak but not collapsing,” while hourly wage growth also came in below expectations. The report said that cooling employment supports the Federal Reserve’s decision to remain on hold while waiting for inflation to decline further; the probability of keeping interest rates unchanged for the rest of the year is relatively high, and th

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1h ago

“New king” makes “three first moves”: Berkshire starts “spending,” net buying $20 billion in stocks
Apple
(
313.330
+0.29%
American Express
(
340.910
-0.49%
Bank of America
(
63.170
+0.27%
AI assistant has extracted key information
In the second quarter, Berkshire net bought $20 billion in stocks, ending Buffett’s more than three-year streak of net selling, spent $4.5 billion repurchasing its own shares, and acquired homebuilder Taylor Morrison for $6.8 billion, one of the company’s largest M&A deals in recent years. Its cash reserves fell to $364.7 billion, marking the first quarter-over-quar

AAPL0.25%

AXP-0.50%

BAC0.23%

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8h ago

The Bitcoin community has erupted into another heated debate recently.
It’s not about the halving or the launch of some new feature, but rather a soft-fork proposal called BIP-110, which is bringing an old question back into the spotlight:
What should Bitcoin block space serve first?
The proposal’s core idea is straightforward—to temporarily (for approximately one year) restrict, at the consensus layer, how certain non-payment data can be written to the blockchain. The most visibly affected use cases are Ordinals inscriptions, BRC-20, and Runes, which pack large amounts of arbitrary data onto

BTC-0.44%

ORDI5.62%

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8h ago

Trump Pushes to Fire Cook
Public reports indicate that the White House has restarted proceedings to remove Federal Reserve Governor Lisa Cook, requiring her to respond to the allegations in writing within three weeks, against the backdrop of the Supreme Court upholding restrictions on the relevant actions in June. The core issue is that it has prompted a reassessment of the Federal Reserve’s independence and policy predictability, potentially affecting U.S. Treasury term premiums, the dollar, and gold volatility by increasing institutional uncertainty, while indirectly disrupting U.S. equity v

GLDX-0.69%

PAXG0.21%

XAU0.15%

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9h ago

On August 6, Democratic U.S. Senator Chris Murphy said that President Trump typically announces on Sunday evening or Monday morning, before the stock market opens, that the U.S.-Iran conflict is about to end. But the fighting has lasted six months. (The Paper)

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9h ago

X’s New Rules: How Difficult Is the 500k-Impression Threshold, Really?
Many people were completely stunned after seeing the new creator rewards threshold.
The requirement is very clear:
In the past 90 days, there must be at least 500k home timeline impressions from verified users (replies don’t count).
I did the math.
Assuming each of your posts averages only 50 qualifying impressions (many accounts can’t even reach that number).
To reach 500k, you would need to post a total of:
500,000 ÷ 50 = 10,000 posts
On average over 90 days, that means posting:
Approximately 111 posts per day.
Yes, you r

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11h ago

U.S. stocks now look more like a confidence game.
The data can be bad, but sentiment cannot.
Once confidence wavers, the correction will come faster than everyone expects.

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11h ago

The most dangerous signal for U.S. stocks right now isn’t a decline—it’s how smoothly they’re rising.
Employment data is absurdly bad, yet the S&P is hitting new highs.
Everyone is talking about a “soft landing,” and everyone thinks the Federal Reserve will support the market.
That consensus itself is the risk.
What the market fears most isn’t bad news, but that everyone has already priced in all the good news.
My approach right now is simple:
I’ll continue holding my core positions, but I won’t add to them anymore.
I’ll gradually increase my cash allocation a little.
The people who truly make

SPX-3.43%

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11h ago

After the new rules came out, I actually felt relieved.
Those who used to rely on reposting, compilations, and changing a few words to earn revenue shares are now basically out.
What remains are the people who are genuinely willing to keep putting out their own views.
The platform is finally starting to filter creators.
For creators in mainland China, it is indeed harsh—the list excludes them outright.
But from another perspective, this also forces everyone to think seriously:
Are you actually creating content, or are you playing a traffic game?
Personally, I’ll keep writing.
Because truly val

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11h ago

Weak employment + U.S. stocks rising = the market has already started pricing in rate cuts.
Next, it all depends on whether inflation cooperates.
If it doesn’t, this rally will end very quickly.

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11h ago

The biggest significance of X’s new rules is not paying out less, but raising the bar for content quality.
From now on, anyone who wants to receive rewards must have their own opinions.
For those who write seriously, this is actually a good thing.

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11h ago

Employment data came in shockingly weak, yet U.S. stocks hit a new high. What does this mean?
Nonfarm payrolls fell by 23k, far below expectations of +80k.
Normally, data like this should at least shake the market.
But what happened?
The S&P 500 closed at a record high, while the Nasdaq surged 1.3%.
What is the market betting on? It’s simple—the Federal Reserve no longer dares to raise rates.
Weak employment = higher rate-cut expectations = growth and tech stocks celebrate.
But there’s one detail many people overlooked:
The unemployment rate is actually falling, not because jobs are easier to

NAS1000.12%

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11h ago

SpaceX's lock-up period has ended, and its stock price took off.
Musk has once again proved that as long as the narrative is strong enough, fundamentals can temporarily take a back seat.
This is exactly the kind of story U.S. stocks love right now—AI, space, and the future.
Performance can come gradually, but the story has to be made convincing first.
Weak employment data and cooling rate hike expectations have given these high-valuation stocks some breathing room.
Short-term sentiment is still holding up, but don't forget:
The most optimistic moments in the market are often when risks start t

SPCX15.82%

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12h ago

Play a game.

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15h ago

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21h ago

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22h ago

According to information disclosed by the U.S. side on the 7th, SpaceX founder Elon Musk explicitly refused to allow the Ukrainian military to use SpaceX’s satellite internet system Starlink to strike targets inside Russia. The U.S. side, citing information from two people close to former Ukrainian Defense Minister Fedorov, said Fedorov had been pushing to use Starlink to strike targets inside Russia and had attempted to contact Musk through private channels, but was rejected by Musk. “As of now, (Musk) has not made a decision to agree.”

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