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Some industry commentary regarding a few claims recently on memory + Softbank Turbine defaulting.
- On claims that LTAs are "meaningless while prices fall":
$MU: "strategic customer agreements cannot be unilaterally canceled. Customers are obligated to pay for their committed volumes whether they take delivery or not"
"These are take or pay agreements and there are no contractual outs for our customers from these agreements"
Regarding historical contracts breaking: "These LTAs that we used to have never had any binding terms." The new SCAs contain extensive contractual obligations
Regarding
MU+4.71%
MS-0.59%
GEV+0.43%
IT Home, November 7 — Baidu Maps officially announced the launch of a HarmonyOS-exclusive indoor navigation feature. Powered by Huawei’s StarTrace positioning technology, it can accurately guide users from entering a mall to finding a store. The first rollout covers 106 large shopping complexes and popular malls in 22 cities across China. Features include automatic floor switching, entrance finding, and elevator guidance, with seamless navigation between indoors and outdoors.

This upgrade turns finding a store in a mall from a guessing game about which floor it’s on into automatic floor switc
BTC-0.67%
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Diamond
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DOGE
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Quick short trade: $CAP Enter now; sell at 0.09550 or 0.1000. First target: 0.09000; second target: 0.08500; third target: 0.08000; final target: 0.07500++; set stop-loss above 0.10900
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CAP+8.34%
market overweiv
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LIVE1,525
$XTSLA News: Musk confirmed on social media this Friday that the Texas Gigafactory plans to phase out the Cybertruck production line around the middle of next year, redirecting the released manufacturing resources to the autonomous robotaxi Cybercab. The spot market closed up about 4.23% on Friday, while the XTSLA token was last quoted at around 359.2, up about +2.82% over 24 hours, with a trading volume of about 808,000 USDT.

The production shift comes as Cybertruck deliveries have continued to fall short of market expectations and recalls have occurred repeatedly; Model S and Model X had a
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TSLA+5.38%
This could be the worst case scenario for $BTC
Bitcoin usually fills the wickless candle, which is currently at $72.5K
After that, there's a similar candle around $94K, where Bitcoin could pump next
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BTC-0.67%
MACD is a commonly used trend indicator in cryptocurrency trading, and many people treat a golden cross as a buy signal. But in actual trading, an MACD golden cross does not always mean the trend will rise; it may even be a buy trap.
This usually happens for the following reasons:
First, during a downtrend. In a strong downtrend, prices may see a brief rebound and MACD may form a golden cross, but this is often just a corrective bounce and does not mean the trend has reversed.
Second, in a sideways market. When the market lacks a clear direction, MACD can frequently produce golden crosses and
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An interesting weekend, I love Hangzhou
$ONE Short, short, short, short—an unexplained rise is just the prelude to a crash.
It won't be long before the storm hits.
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ONE-1.19%
new market updates with skyvera
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LIVE1,827
$VLX ‌
The chart shows a massive volatility spike where the price violently pumped to a 24h high of 0.30000 before immediately dumping to a low of 0.15190, creating a huge wick structure that has now settled into a tight consolidation range around 0.23007 with very low relative volume on the current candles.

The dominant structure is a "Shooting Star" or long-upper-wick rejection candle at the 0.30000 resistance level, followed by a "Doji" or spinning top at current price action, indicating extreme indecision and a battle between buyers and sellers at this new equilibrium level.

Trading pla
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VLX+0.00%
$KOR Everyone's cutting their losses, I guess; there's no floor on the way down
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$AKE Fuck me, I lost so much. As soon as I closed my position, it pumped hard. Half a year’s salary is gone😭.
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AKE+6.07%
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Saw Anthropic IPO news again this morning
Valuation talk has moved down another notch
A month ago, people were still calling for around 2 trillion
Now more people are saying 1.2 to 1.3 trillion
Some are even calling for close to 1 trillion
AI stocks on the Nasdaq got hammered this week
They still want to hold the roadshow before Thanksgiving
But buyers' bids are clearly tighter
On the crypto side, Ondo announced
It will offer eligible non-U.S. investors tokenized Anthropic exposure
On the first day of the listing
The structure is equity-backed notes
Proposed ticker: ANT
I'll make a note of tha
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NAS100-0.07%
ONDO-0.29%
$PEPE ’s direction looks clear, but volume hasn’t weighed in
$PEPE is currently priced at 0.0000049219, down 2.2268573698847827% over 24 hours, with an intraday high of 0.0000052018 and a low of 0.0000048871. The 1-hour and 4-hour trends are both weak, and the selling-pressure structure has shown no signs of reversal. The volume ratio is 0.01655042356618388, indicating extremely low participation. The price can move directionally on just a small amount of capital, but that doesn’t confirm the direction. The direction is temporarily in place, but low participation undermines the credibility of t
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PEPE+0.97%
Even though most people already know!!
they still don't know what to do.
zoom out. $BTC
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BTC-0.67%
#美股AI板块遭遇重挫

ZEC spikes higher, then pulls back to the moving average; bullish structure remains intact

Now at 1,292.66 (+0.56%), after a moderate pullback from its spike to 1,388. The 4H EMA20 (1,292.40) and EMA60 (1,268.68) are still diverging upward, and the price is right on the EMA20—a strong pullback to consolidate. As long as it holds, the bullish structure remains intact.

Outlook: If it holds → stabilizing at the EMA20 could trigger a direct rebound to 1,312; a break above 1,340 puts a new high at 1,388 in sight. If it breaks down → first test 1,250, then a V-shaped rebound. The tre
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ZEC+1.29%
The October nonfarm payrolls report just came out, and the market reaction is quite interesting—employment significantly exceeded expectations, yet tech stocks rose on the same day. The logic behind this is worth unpacking.
First, the data itself: employment increased by 165k in October, far above market expectations of around 60k; the unemployment rate was 4.1%, hourly wages rose 0.4% month over month, and employment figures for the previous two months were revised up by a combined 84k. The signal from these numbers is clear—the labor market is more resilient than people had previously imagin
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AMD-0.55%
gm, btc still parked under the floor it lost thursday, a 4h close back over 76.8k puts the week open back in play, rejected there again and the 75k bids get tested, weekly close monday decides it bitcoin:native
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BTC-0.67%
Prominent market voices and macro analysts remain divided—with some high-profile figures like Arthur Hayes maintaining a long-term $10,000 target, while others point to competition from high-speed Layer 1 alternatives like $SOL drawing short-term developer and liquidity focus.
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SOL-0.77%
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