Furan86999

I went out of my way to look at the actual figures in SK hynix’s latest earnings report.
At first glance, it really was a bit surprising: operating profit grew 557% year over year, and both revenue and profit hit all-time highs. In the past, such results would basically be welcomed by the market. But the outcome was that revenue and profit were both slightly below market expectations, and the stock price came under pressure for a time.
That said, what I care more about is the follow-up conference call.
Management said they have not seen any signs of AI investment slowing down. HBM4 has already

The Night Before the Fed Decision: The Market Is Waiting for a Repricing
Without a doubt, the most important macro event this week is the Federal Reserve’s policy meeting.
What the market is truly focused on now is no longer just whether the Fed will raise rates or keep them unchanged, but how the Fed will evaluate inflation, employment, and energy prices—and whether the policy path ahead will change.
Recent U.S. employment data still shows a certain degree of resilience, which means the Fed has not immediately shifted toward easing. At the same time, oil prices have pulled back after geopolit

Everyone says Changxin Technology has gone crazy after the surge.
But I think what’s worth paying attention to more than the stock price is that it has started to change the competitive logic of the global storage industry.
Today, Changxin Technology listed on the STAR Market. At the opening, it was up more than 470% from its issue price. Its market cap briefly reached about 3.31 trillion yuan, making it #1 by market value among A-shares. The company also set a new record for STAR Market IPOs.
Many people’s first reaction was: “Another runaway bull stock.”
But if you just watch the price, you

I used to think that having users was enough for a Web3 project.
Then I realized it’s probably not.
Users can come from all over the world, but if they aren’t connected to each other, in the end they’re just separate wallet addresses.
Recently, after looking at @RiverdotInc’s updates, I found that they’ve started to place more and more importance on another thing.
It’s not just running online activities—it’s bringing the community to different countries in a real way.
From an AI Meetup in Tokyo, to watching the World Cup in Argentina, to community events across different regions, River has rec

Hong Kong’s most-watched online streaming platform for live broadcasts where you can watch without logging in
Watch and play as you go
For first-time registration, you can also get experience credits to claim
【F88 Starbao】
【Xinbo Sports】
Live score information
Register and get 88 experience credits (claim from the promo page)

Many people say this platform is copying “Lighthouse,” and the model looks similar.
But I think, since it’s still in the early stage, you can absolutely go experience it.
A lot of the real benefits of many platforms are usually reserved for the earliest participants.
Now, when you join, the highest level can claim 15U!
Invitation code: FE5DF8CD6E
Entry:

Oil prices are charging toward $100, and the real pressure isn’t just on gas stations—it’s on global risk assets.
The market’s key variable has recently shifted from corporate earnings back to geopolitics.
As the situation in the Middle East continues to escalate, markets have begun re-pricing the risk to crude oil supply. Recently, Brent crude briefly reclaimed the area around $100, and WTI has also held above $90. Concerns that key shipping corridors such as the Red Sea and the Strait of Hormuz could be affected have driven energy supply risk premia sharply higher.
Many people focus only on

What truly tests a company’s earnings report isn’t growth, but whether the growth value is worth continuing to burn money on.
Last night, Google and Tesla both released their earnings reports. The answers they gave the market are actually very similar: the business metrics aren’t bad, but as long as future investment exceeds expectations, the stock price will still drop first.
Alphabet’s second-quarter revenue reached $119.8 billion, up 24% year over year, beating market expectations. The most eye-catching figure is Google Cloud: revenue hit $24.8 billion, up 82%, suggesting that AI-driven clo

US stocks lead the way higher, and crypto assets follow: what is the real core of this rebound?
On July 21, global risk assets saw a clear round of recovery. All three major US stock indexes rose together: the Dow climbed 0.74%, the S&P 500 gained 0.89%, and the Nasdaq surged 1.29%. Among them, the semiconductor sector became the absolute main line. The Philadelphia Semiconductor Index jumped 5.2% in a single day, and storage-related stocks such as Micron Technology, SanDisk, and Western Digital all rose by more than 12%.
On the surface, this looks like a technical rebound after consecutive de

Not moving U.S. stocks on-chain, but turning global market volatility into an on-chain asset
Look at @Hertzflow_xyz发现很多人容易把它支持美股, gold, FX, and commodities to understand it as another RWA project.
But HertzFlow’s route is actually quite different.
Traditional RWA focuses on putting asset ownership on-chain. For example, tokenizing stocks, bonds, or fund share tokens—usually requiring an issuing entity, a custodian, proof of assets, and a compliance structure.
HertzFlow doesn’t require users to truly hold a share of Microsoft stock or an ounce of gold. It enables users to directly trade price m

Bitcoin returns to a key range, and this rebound is not just a sentiment correction
On July 21, the crypto market showed a clear recovery. Bitcoin briefly broke above $66,000 during the day, then consolidated above $65,000; Ethereum also regained the $1,900 area, and major coins broadly followed the rebound. The latest market data shows Bitcoin’s 24-hour gain exceeds 2%, indicating that short-term risk appetite in the market is recovering.
Behind this upswing, first is an improvement in liquidity. The image mentions that US Bitcoin spot ETFs saw about $226.8 million in net inflows. Farside dat

Behind the rebound in chip stocks, the US stock market is waiting for an “earnings-report trial”
This week, the US stock market opened with a contradictory signal: the three major indexes fell slightly overall, but the semiconductor sector—after a run of consecutive selloffs—was the first to rebound. On July 20, the Dow fell by about 0.6%, the S&P 500 slipped 0.2%, and the Nasdaq was close to flat at the close. Chip stocks staged a clear turnaround during the trading session; Micron, AMD, Marvell, and other companies rose, providing support for the technology sector.
But from the perspective o

The most expensive cost on-chain may not be Gas, but the fact that you find out ten minutes later than everyone else.
In the crypto market, many opportunities aren’t completely unnoticed—they’re just propagated at different speeds.
Smart wallets have just started building positions, while a small number of traders already spot on-chain anomalies; by the time the news reaches group chats, and gets curated by KOLs into a post, when ordinary users see it, the price often has already run through a round.
What truly widens the gap isn’t just execution speed—it’s who can turn scattered data into act