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#Gate股票畅聊季 Sandisk’s rally may not just mean the AI trade is back.

What’s really worth watching is that AI storage demand has started showing up in earnings.

On October 29, Sandisk reported results for the first quarter of fiscal 2027, with revenue of $11.031 billion, up 23% quarter over quarter. Data center revenue was $4.802 billion, up 61% quarter over quarter, with a gross margin of 85%.

More importantly, the company’s revenue guidance for the next quarter came in at $12.2 billion–$12.6 billion, and the growth momentum has yet to stall.

Why are investors bullish on Sandisk? AI trainin
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SNDK+13.75%
#美国10月CPI全面超预期 #作手分析
🔥 CPI beats expectations, Fed turns hawkish? This trader is even more bullish on GOOGL’s long-term opportunity!

Trading focus: $GOOGL $AMD $INTC $BTC

U.S. October CPI came in: headline CPI rose 0.4% month over month, above expectations of 0.3%; core CPI rose 0.3%, above expectations of 0.2%, and has remained around 0.3% for three consecutive months.

Will the Fed turn hawkish again?
My view: a hawkish tilt in the short term is all but certain, but that doesn’t mean the Fed will necessarily raise rates by 50 basis points, much less that it will inevitably deliver
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Which one are you more bullish on?
A. GOOGL long-term value
B. AMD growth potential
C. INTC reversal opportunity
D. Stay on the sidelines for now
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Ends In 17 Day
GOOGL+0.11%
AMD-0.55%
INTC+0.05%
BTC-0.65%
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You’re getting pretty plump. The food must be good.
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I hadn’t even had my first bite of instant noodles this morning when a Korea exclusive hit me like a mouthful of spice 😅
South Korea’s Financial News obtained a Q&A transcript: on October 31, Sam Altman met with around 50 president-level executives at Samsung Electronics 005930 in Yongin
What he said, in essence, was that AI demand is being double-counted. Only two companies, OpenAI and Anthropic, are truly driving demand at scale, and there could be supply shocks and a period of turbulence in the short term
Put simply, for a single data center project, the operator’s capex is counted once, t
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$BTC The overnight short position successfully captured 1000 points, and all short-term positions have once again exited with profits. Looking back at the market, the current price remains under pressure below the Bollinger middle band, while the two DMA lines in the sub-chart have formed a high-level bearish crossover and are turning downward; the broader bearish trend remains unchanged.

After the previous rapid drop hit a low of 73450, the price has gradually made a weak rebound toward the middle band. The Bollinger Bands have not yet narrowed, the short-term market is extremely oversold, a
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BTC-0.65%
Anthropic IPO valuation heads toward $1.5 trillion! The harder AI stocks fall, th
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11.12 $BTC Early-Morning Outlook
The bearish structure persists, with the rebound to 74789 meeting resistance and pulling back; the primary bias is to short rallies, while using small positions to trade rebounds at support and widening the range to cover key support and resistance levels.
#美国10月CPI全面超预期
Support: 73200-73500 (first support), 72600-73000 (strong support zone)
Resistance: 74400-74700 (first resistance), 75200-75500 (strong resistance zone)
Short: Open positions in batches on a rebound to 74400-74700; add at 75200-75500; stop-loss at 75800; first target 73500, then look to 72800
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BTC-0.67%
#pi 80% of people still haven’t realized it. You can imagine how valuable the tokens at this price are. Once 80% of people realize it through this summit, they can forget about getting in at this price again. Being able to buy these tokens now is your good fortune. What’s even more explosive is the content coming later, along with the confidential, unpublished announcement. Got it?
PI-0.60%
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Bitcoin Blood Bath has continuing 🩸
Anyone hoping for Bull Candle in 6th or 7th Week ?
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BTC-0.67%
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$mihao looking like $kimchi price action.
If you are buying here or not taking profits very heavily here, ask yourself who is the marginal buyer who will buy your bags? I can tell you there are very few people left to buy now. Ct is split right now into ansem haters who will never buy his coin and people who just go along with ansem because they think they can make some money.
Can tell you the eth whales and people with money would not touch anything that ansem puts his name on with a 10 foot pole.
The people who think they can make some money following ansem have all already bought or are
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KIMCHI+62.19%
CT-12.34%
ANSEM-4.82%
ETH-1.26%
PUMP-1.06%
morning market updates
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If you can't hold your liquor, don't bring your girlfriend along when you drink with friends.
Keep drinking, and you'll end up getting cheated on.
Day 409 | Issue 409 amid the panic over MSCI kicking out MicroStrategy

⏳The shoe officially dropped this morning: MSCI announced that Strategy and Metaplanet would be removed from its global indexes (effective 11/30)

People on the timeline are scaring everyone again with JPMorgan’s estimate of “$2.8 billion in passive selling.” I said last night that we have to understand the underlying logic:
1️⃣ Because of rigid rules, index funds passively sell MicroStrategy shares—not force it to sell the $BTC in its treasury;
2️⃣ The most miserable thing about Wall Street fund managers is that even whe
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BTC-0.67%
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#Gate股票畅聊季 Nvidia has rebounded, but the real trouble this time isn't that AI chips aren't selling!

1. Nvidia's market cap has evaporated by more than $427 billion over the past two days, but on November 11 it rebounded 2.92%, closing at $173.73. Does it look like it can't fall any further? Don't rush to conclusions.

2. The board recently launched an independent investigation into whether Jensen Huang had become a target of a foreign intelligence operation. Nvidia said there is currently no reason to believe company secrets have been leaked, but Wall Street has begun reassessing management
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NVDA+2.99%
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$AMD It’s now confirmed as a true rival to NVIDIA. Jensen Huang scored twice today, and it shot right back up in after-hours trading
One more rating: the company least likely to stray
AMD+7.27%
NVDA+2.99%
How to Identify Legitimate Airdrops and Avoid Scams? Learn Key Checks to Safely Explore On-Chain Opportunities

In the Web3 world, an airdrop is a way for a project to distribute tokens or other digital assets to eligible users.

Some airdrops reward early users, others encourage community participation, and some are tied to a project's ecosystem development and governance mechanisms.

But keep in mind: an airdrop does not mean free money. Fake claim pages, malicious wallet approvals, fake customer support, and scams that demand upfront payment can cost users far more than expected.

So how sh
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11.12 Analysis: Bitcoin and Ethereum’s EMA trends have still not stabilized and remain in a downtrend. However, today’s daily candles closed bullish, so watch for a rebound. Resistance is at 75000–75500. Focus on the short term; this move is in its late stage, so take profits while you can. Ethereum’s daily candle also closed bullish, with resistance at 2100 and 2143$BTC
BTC-0.67%
Apex Group, which services more than $3.5 trillion in assets, has joined the Hedera Council to explore Hedera for tokenization.
Hedera calls it the first transfer agent and fund servicer to administer regulated securities on DLT.
@hedera
HBAR-1.36%
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$MU Micron Technology, Inc. shares (ticker MU on NASDAQ) closed at $811.30 USD at the end of the regular trading session on November 11, 2026. The stock rose $86.19 (+11.89%) for the day, but corrected to $797.93 (-1.65%) in after-hours trading.
MU+12.02%
Is the Fed about to hit pause on Bitcoin’s bull market as U.S. inflation suddenly rebounds?

What does Bitcoin fear most? Not a quiet weekend with no one calling for a rally, but the Fed suddenly telling the market: money may not be so cheap anymore!
U.S. CPI rose 0.4% in October, while core CPI rose 0.3%, both above expectations. Inflation didn’t cool according to the market’s script; instead, it gave investors an unexpected surprise—though only bears might like this kind of surprise.
Why is BTC getting nervous? Because although Bitcoin is often called digital gold, its short-term trading dyn
SPCX-2.32%
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