#美股AI概念股普跌 The AI industry is still growing, but the market is starting to discount expectations of “unlimited investment.”
On November 5, the Nasdaq fell 5.52%, and the Philadelphia Semiconductor Index fell 12.25%. Chip stocks fell the hardest, while cloud providers like Microsoft and Amazon saw much smaller declines. This shows that investors are reassessing companies, not that AI demand has suddenly disappeared.

Why did the market fall this time?
Policy expectations shifted: After the midterm elections, data center approvals and AI regulation may tighten.
Returns are being questioned: Free

Hahaha, this @FROGAI_BNB
I was just looking at it. My bot told me: Be careful!

China’s State Taxation Administration disclosed that since issuing a notice in July on the collection of individual income tax related to offshore trusts, more than 160 billion yuan in individual income tax has been reported.

160 billion yuan! That’s equivalent to about 10% of annual individual income tax revenue.

Offshore trust assets are estimated at 2.3–2.7 trillion yuan, with around 10,000 households, averaging 230–270 million yuan in assets per household. They’re all 200-million-yuan households!💰

$S #S
Trying to clear a multiple resistance zone.
Successful breakout could trigger 40-45% rise✍️

$INIT Bearish on the contract—at 11:56 I said I was bullish. I was wrong, and I’m turning bearish. When I posted at 11:56, INIT was at 0.23. I set a take-profit at 0.2773 and a stop-loss at 0.1964, reasoning that after holding at 0.17 in the morning, it had climbed back to 0.23 over five hours. But it plunged all afternoon and is now at 0.176, down 23% from the price when I posted. The 0.1964 stop-loss level was breached a while ago. I got it wrong, and that’s that—no excuses. Today’s data: it surged to a high of 0.2846 and hit a low of 0.1682, a swing of over 40%. The rebound from 0.12 to 0.2

Some accessories were taken as debt repayment out there. See anything you like!
I have no idea—are they worth anything? Anyone know!

$INIT SHORT SETUP — BEARS TAKING OVER!

Entry: 0.17577
SL: 0.19000

TP1: 0.16818
TP2: 0.15500
TP3: 0.14500

$INIT is facing heavy selling pressure after a sharp rejection from 0.28457. Buyers are struggling to defend the 0.17500 area, while lower highs suggest further downside. A breakdown below 0.16818 could accelerate the decline toward 0.14500.

Invalidation: A sustained recovery above 0.19000 weakens the bearish setup.

$MU LONG SETUP — BULLS PUSHING FOR NEW HIGHS!

Entry: 772.92
SL: 758.00

TP1: 776.31
TP2: 785.00
TP3: 800.00

$MU is showing strong bullish momentum, with higher highs and higher lows confirming buyer dominance. Price is approaching the 776.31 resistance level, and a successful breakout could extend the rally toward 800.00.

Invalidation: A sustained break below 758.00 weakens the bullish setup.

CBN 5G subscribers are expected to grow from 5.5 million in 2022 to 44 million in 2026, but growth is front-loaded and slows over time.
It’s like giving a marathon runner a rocket booster, only to have to wait three years before they even reach the starting line.
$BTC

(Someone asked me whether this market could be shorted. I said to look at one candle first.)
(The one at 21:00 last night: opened at 84.91, closed at 84.08, with 2.89x volume.)
(The heaviest of the 48 candles, and in the end neither side won.)
(“It dropped 6.75 bucks. Just follow it with a short and you’re done.”)
(I believed that before. I believed it twice last year, and both times the market moved the other way.)
(On 11-10 at 23:00, it touched 81.27 on 2.52x volume. That was a bottom formed by a sell-off.)
(Over the next 24 hours, the low rose from 82.24 to 83.69 and didn’t break lower agai

#cpi高于预期，美股与btc再度承压
Core month-over-month inflation came in at 0.3%, versus expectations of 0.2%. It has now printed 0.3% three months in a row—in August, September, and October. Headline inflation was 0.4%, versus expectations of 0.3%. Both came in hot, with core hotter.
The curve is more honest than the numbers. 3-month Treasury bills rose just 6.2 basis points, 2-year yields rose 20.1, and 30-year yields rose 10.2. Short-term debt is anchored to the policy rate. Its lack of movement shows that one more hike in December was already priced in; what moved was the 2-year yield, as the market r

My stop-loss was at 67.2, and it got swept at 66.93. The displayed execution price was 67.02. I contacted customer support, but they haven't helped. This platform is unbelievable—fucking amazing #Gate全球合规版图扩展

Having a female boss who is compassionate and empathetic is a blessing for everyone.
Most great companies have a female partner to balance offense and defense.
The leading lady really is a wonderful person.

#TOTAL
A cycle spiral for the total market.
Friends, I did the same analysis for the total crypto market cap as I did for Bitcoin. Each full rotation is 4 years. The farther from the center, the higher the market cap.
The red dots are cycle peaks. The peaks in January 2018, November 2021, and October 2025 have all clustered in the lower half of the dial.
The green dots are cycle bottoms. The bottoms in January 2015, December 2018, and November 2022 are in the lower-left area.
The black dot is today. The total market cap is $2.43 trillion. Calendar-wise, we are in the area where the previous th

Index drawdowns and % outperforming

Recruiting has been a headache lately. Are there any college students interested in community or social media operations? Experience isn’t important; ability matters most. The main responsibilities are managing users in a U.S. stock community and driving exchange app downloads and conversions. Distributed work, with weekends off. The salary isn’t high, around 5K RMB (plus commission and performance pay).