$INTC Advanced Packaging Plant in Malaysia Now Online, According to SemiAnalysis
A growing share of South Korean HBM shipments is now heading to Malaysia, while shipments to Taiwan have fallen sharply
Around $1.3 billion worth of HBM is now being exported to Malaysia, compared with less than $3 billion to Taiwan, down from more than $5 billion just a few months ago
Since TSMC has no advanced packaging facility in Malaysia and other local players remain relatively small, SemiAnalysis argues that Intel is the most likely destination
Intel recently completed the final phase of its $7 billion Proj

#CanUnitreeHit200Billion $HEMI Setup big long now - Thank me later
Stoploss : 0.006
Take profit : 0.009
Yesterday I posted this around $0.00671 and said the structure was turning cautiously bullish from support.
Now price is already around $0.00729, up roughly 8.6% from the call, and buyers are still pushing.
The support held exactly where I wanted it to, and now $HEMI is moving into the next resistance area.
If this breakout continues, I’m watching $0.0082–$0.0084 next.
Nice reaction from the level so far. ✅
Big profit $HEMI is coming soon ❤️
HEMIUSDT
Perp
0.007124
+2.38%

Mindset is the best feng shui. Successfully withdrew money from Shandi Bank over the past two days. Strength and happiness coexist; over the past two days, I’ve fully farmed both long and short positions on Shandi. $SNDK ‌

Nvidia’s 12 GW Bet Changes the AI Infrastructure Game
The AI race is no longer just about GPUs. It is becoming a race for electricity, infrastructure, and financing.
$NVDA shares fell 2.55% to $219.28 despite announcing a massive 12 GW infrastructure collaboration with OpenAI. The stock remains up roughly 18% year-to-date, but is still about 7% below its May peak.
The scale of the deal is what stands out.
The 12 GW infrastructure buildout represents an enormous amount of computing capacity, roughly equivalent to the electricity demand of 9 million households.
The project, centered around the

At 5:00 a.m., one drop and the bottom-fishers disappeared
——Global markets closed at 5:00 a.m., and many people were not “panicking” so much as feeling uncomfortable, while being unable to quite put their finger on what was wrong.
Last night, U.S. stocks fell: the Dow Jones Industrial Average dropped 0.22%, the S&P 500 fell 0.69%, and the Nasdaq declined 1.33%. The declines were neither particularly large nor particularly small, but the information behind them was significant.
First, Brent crude oil remains above $90, while the 10-year U.S. Treasury yield remains above 4.70%—two figures we h

Took a look at SanDisk—Koreans are truly badass. I don’t understand it and can’t afford to play; this stock is pretty much the same as altcoins, feels like they’re all alike.
$SNDK

【$ETH @Signal】1H consolidation while building momentum, bulls stepping in
$ETH 4H MACD histogram at 1.8255, with bullish momentum still intact. 1H Bollinger Bands have narrowed to 1890-1923, indicating compressed volatility. 1H RSI is 56.40, leaving ample room to rise. Order-book depth imbalance is -15.55%, with heavier sell orders, while the price is firmly holding the EMA20 at 1901. The funding rate is 0.0033%, showing no signs of overheating. OI is stable, with no signs of position unwinding.
🎯@Direction: Long
⚡@Entry/Limit Order: 1908.0775 - 1913.4100
🛑@Stop-loss: 1894.2759
🚀@Target1:

JUST IN: OpenAI logged an 18% QoQ revenue rise to $6.7B, but losses widened and operating margin fell. If profitability stalls ahead of the anticipated IPO, expect continued investor scrutiny on AI profitability vs growth. $OPENAI

Anyone paying $120 for a box of Pokémon themed Krispy Kreme donuts is special and should be studied.

JUST IN: A whale placed a $5M long on Unitree at $90 via Hyperliquid pre-market, signaling bullish conviction as the price nears implied IPO resistance. $UNI ?

LUMI Supercycle is here, SOL comes from LOOM, which is 1:1 with LUMI
full solana colors and viral

Multicoin Capital moved ~$10.15M worth of HYPE to Coinbase Prime (172,710 HYPE) as they carry ~2.16M HYPE in reserve. Could signal ongoing on/off-ramping activity from a major holder. $HYPE

We’re early on @Catzindahood_ coming on robinhood.
Might be something ,who knows?
At what followers are you seeing this ?
Let’s get dah spots ,ANON

#晒出我的持仓收益 , please dump hard—I’ve been studying you for days.

#CanUnitreeHit200Billion
Can Unitree Truly Reach a $200 Billion Valuation?
This question comes at a fascinating time. Unitree Robotics has become one of the most recognizable names in humanoid robotics, and its Shanghai STAR Market IPO has attracted extraordinary investor demand, with retail subscriptions reportedly exceeding 8,000 times. But strong IPO demand does not automatically mean a company can justify a $200 billion valuation. The real question is whether Unitree can turn its current growth into massive, sustainable revenue and profits over the next decade.
Unitree priced its IPO at

Hoop sesh
Always working on my craft 🤙

OpenAI will expand monitoring of model testing and add computing resources to security following the Hugging Face incident.