#数据中心或在2028年面临过剩
Could Data Centers Face Oversupply by 2028? The AI Infrastructure Boom May Be Approaching a Turning Point
Opening: The AI revolution is creating an enormous demand for computing power, but what happens if companies build data centers faster than the market can absorb them? By 2028, the industry could face a new challenge: potential oversupply, rising costs, and pressure on investment returns.
Artificial intelligence has become one of the biggest drivers of investment in the global technology sector. From AI chatbots and automated business tools to cloud computing and advance

Borsa Istanbul has turned into a child of sorrow 😡

Earnings reports are companies turning in their homework, and everyone’s holdings may get “regraded” too 😂
A company can turn a profit and still see its stock price fall; mediocre results may actually be welcomed by the market. So what should you really look at in an earnings report?
① To judge whether performance is good, look at it alongside expectations. A company’s profit growth doesn’t mean its stock price will necessarily rise. If the market was expecting more, even a “good result” may not be good enough. Surprises or disappointments from earnings reports often come from the gap between

KORU is about to make a move!
Direction: Long
Entry: 10.20 - 10.50
Take profit: 11.15 - 12.50
Core reasons for going long: South Korea’s stock market plunged 4% in early trading, then the government’s verbal intervention to support the market helped pull it back to a slight gain of 0.3%. Panic may ease in the short term, but don’t expect a major reversal—this 3x leveraged ETF is bound to swing wildly. The fund flow data shows 1.44 million flowed out in 1 hour, with even larger withdrawals by major investors over 1 day and 3 days. Institutions are cashing out at higher prices, and fund flows si

London seems like a great place to talk about Gate Money.
One is a century-old financial center, and the other is a new product reconnecting trading, assets, and payments.
Dr. Han is taking Gate Money to Digital Asset Summit this time. Wonder what new sparks will fly 👀

Gm cut bless morning from there

🚀 $IRYS
Strong bullish breakout……Bulls are in full control, targeting higher resistance levels……Go long now with 10x leverage: Entry range: $0.0270 – $0.0282Take profit 1: $0.0300Take profit 2: $0.0320Final target: $0.0350Stop loss: $0.0233$IRYS Currently trading at around $0.02868, up 42.76% in 24 hours, the daily chart shows strong bullish momentum. The price is approaching the key psychological resistance level of $0.0300. A decisive breakout above this level on high volume could open the way to $0.0320, or even $0.0350.⚠️ Chasing the price after such a sharp rally is very risky. It is re

$NVDA Jensen Huang: Surplus of memory supply is unlikely by 2029.
The CNBC question referenced a Korean newspaper opinion on $KOSPI / Samsung / SK Hynix that predicted "new supply will leave the memory sector a red ocean in 2029."
"One of the things that's really great about memory is that you can always use more of it", Jensen said, citing LPDDR usage in DCs. And responded "I don't think so" in terms of possibilities of oversupply in 2029.
Just my personal opinion, Nvidia probably has the most visibility in the entire industry.
Especially around supply procurement and emerging capacity, g

Fireblocks, the institutional crypto custody provider, denies it's in talks to be acquired by Visa.

SpaceX rose 9%. It failed to hold 160. Figure 2 shows the range of gains. Multiple media outlets reported that Musk ordered Starlink to throttle speeds in Ukraine, causing Ukraine to respond slowly when Russian missiles struck, and many people were killed in the attacks. This incident shows that Musk may align himself with and curry favor with “put in” by arbitrarily reducing service quality for paying users or even canceling their service. It proves that SpaceX’s service is unreliable. What gives it the right to serve the whole world? This will inevitably erode customers’ trust in Starlink an

After spending enough time in this constantly volatile space, you realize,
most people lose to their own impatience before they lose to the market.
Always wanting to see results immediately, always wanting to catch every rally,
they eventually wear themselves down with constant back-and-forth. Learn to slow down,
wait for opportunities you understand, and your profits will grow steadily$BTC $ETH #美股财报季

Let me ask everyone a few questions👉👈Please answer
1: Is Kuer the one and only pioneer of mobile mining to be listed first?
2: Is an institution that staked over 300 million at official nodes destined to admit defeat? From 4U to now?
3: Why is BTC still being used for dual staking with Kuer, which costs just a few cents per token?
4: Why didn’t those who staked BTC at nodes sell when BTC was at 120k, preferring to miss the market rally and come support $CORE ? This is something most people would find hard to bear.
5: If Kuer, the pioneer of mobile mining, succeeds, will there later be a pion

[2026/10/23 16:10 UTC+8] Over the weekend, Bitcoin will continue to fall, and shorts still have potential! Trading levels included
1. In my analysis the day before yesterday, I explained that the market is currently in a quiet phase during a “political stabilization period” and laid out a clear strategy of selling rallies and buying dips. Yesterday, I flagged 81,500 as the exit level for shorts;
2. Over the past two days, the market has moved in a “counterintuitive” direction, with assets including the US dollar, gold, crypto, and US stocks all falling together. The main driver was not macro i

Gate’s stock futures section debuts with 5 new perpetual contracts
🔹 #MDTUSDT (Medtronic)
🔹 #DHRUSDT (Danaher)
🔹 #MXLUSDT (MaxLinear)
🔹 #MSCIUSDT (MSCI)
🔹 #HLTUSDT (Hilton Worldwide)
Trading time: October 23, 17:00 (UTC+8)
Supports 1–20x leverage, trading bots, and copy trading. Gate now supports trading 491 stock contracts
Announcement details: https://www.gate.com/zh/announcements/article/102393

#USEarningsSeason
#美股财报季 #ShareWeekly $AAPL $TSLA $META
Meta beat on revenue and still closed down about 7%. Tesla beat on EPS and closed down about 3%. The tech index lost 2.6% in the same session. My view: this earnings season isn’t graded on beats anymore, it’s graded on cash flow and what the spending is actually buying.
1. A beat is not a buy signal right now
Meta’s Q3 revenue came in around $64.6B, up 26%, ahead of expectations. Tesla printed $0.48 per share versus roughly $0.45 expected. Both got sold. When good headlines get sold, the market is asking what it cost to get there, not

~ #BTC ~
Folks!
If we take the first major swing up from the lows and project it forward in TIME, we get some pretty impressive weekly pivots, wouldn't you agree? 👀
I've also superimposed the fractal from the beginning of the previous bull cycle for some added perspective!
TIME is just as important as PRICE!
Cheer up, folks! We've still got TIME on our side!
Enjoy! 🔥🔥🔥

#每周来晒 #美股财报季
I’m most bullish on Microsoft. Among the Big Five, it has the shortest distance between AI investment and revenue: Azure’s quarterly growth is 43%, and Copilot’s shift from fixed-seat to “seat + usage” billing means AI revenue is beginning to have the structural characteristic of automatically expanding with usage frequency. By contrast, Alphabet’s cloud business is growing quickly, but its capital expenditure for a single quarter ($44.9 billion) has already exceeded operating cash flow, sending free cash flow negative for the first time; Amazon’s capital expenditure is set to su

Even the smallest Cohiba is still a Cohiba.
The little one is cute too 🤏