#微软终止甲骨文算力租赁并退出3个项目
MICROSOFT REASSESSING AI COMPUTING RENTALS: WHAT DOES IT MEAN FOR ORACLE, COREWEAVE, NVIDIA AND THE AI BOOM?

Microsoft's reported decision to wind down a specific Oracle AI-computing rental arrangement and decline an option to expand its Texas capacity agreement with Nscale has triggered debate about AI infrastructure economics. The key point is that Microsoft is not abandoning AI. It is becoming more selective about which GPUs it rents, where capacity is built, how quickly projects are delivered and whether each dollar invested produces measurable returns.

Reuters repor

Sectors/indexes yesterday and MTD/YTD

Today, Kaito's @termix_ai更新啦
Added one more Chinese post on the last day of the previous round and ranked 109th
Just made it in time; I'll post a few more over the next few days
Season 3 is ending soon, on the 22nd

Many people instinctively buy the dip as soon as the Fear and Greed Index falls to 20, but overlook that extreme fear itself is not a buy signal—price structure is. $XRP is now at a point where it is easy to be swayed by sentiment.
In terms of moving average structure, MA5=1.02704 has just crossed above MA20=1.02677, forming a weak bullish alignment. The price of 1.0365 is above both lines, so the short-term structure is relatively stable. The MACD histogram at +0.002227 remains bullish, but its magnitude is very small, indicating that upside momentum exists but is weak. RSI=54.8 is neutral-t

Why Do You Keep Losing Money?
4. You Mistake “Comfortable” for “Correct”
Buying what’s popular, following the crowd, and choosing what everyone says is good
feels the most comfortable.
The most common example is chasing the top gainers and losers:
checking the tokens with the biggest price moves every day.
The reality is that tokens on the gainers list
have already priced in 90% of the good news,
and the risk-reward ratio is terrible.
You’re not buying a trend—you’re buying the leftover excitement
after everyone else has already made their gains.
You think you’re getting in to make money,
but

#BTC跌4% 70K Is Not a Sentiment Bottom, but a Structural Litmus Test

This drop below $71,000 is fundamentally different from simply “wiping out some leverage and then bouncing back.” Around $676 million was liquidated in 24 hours, with longs accounting for more than 96%, so leverage has indeed been aggressively flushed out. But liquidations only resolve “who is forced to sell”; they don’t resolve “who is willing to buy back in.” Persistent ETF outflows are the tougher constraint: IBIT has seen net outflows for seven consecutive trading days, totaling $1.66 billion; weekly ETF net outflows reac

#Gate直通IPO第三期Anthropic Claude Mythos 5.2: The Cybersecurity Advantage That Could Change Anthropic’s Enterprise Business
A powerful AI model can write code, analyze data and automate complex tasks. But what happens when that same intelligence can identify weaknesses hidden deep inside the software that businesses depend on?

That is the opportunity and the security challenge behind Anthropic’s November 9, 2026 announcement of Claude Fable 5.2 and Claude Mythos 5.2. The announcement is significant because Anthropic is developing two different access paths for increasingly capable AI: a broadly a

Good morning happy Friday friends!
Hope you all have a blessed day and make the most of it!🩵

#JensenHuangResigns
NVIDIA After Jensen Huang: The Real Test of Leadership, Innovation, and Investor Confidence

NVIDIA is facing a development that could become one of the most consequential turning points in its corporate history. Jensen Huang’s reported resignation as CEO and director introduces an entirely new dimension of uncertainty for a company that has become synonymous with the global AI revolution.

According to the announcement, CFO Colette Kress will assume the position of interim CEO. The market's immediate response was striking, with NVDA shares falling more than 10% at one poi

U.S. PPI data is out, and the market’s direction tonight may shift.

First, the data:

U.S. PPI rose 0.3% month over month in October, below expectations of 0.4%; the annual rate was 6.5%, also below expectations of 6.6%.

Core PPI rose 0.3% month over month, in line with expectations, but the previous reading was revised up from 0.7% to 0.8%.

Overall, producer prices rose less than the market expected, which is a positive signal for inflation. Concerns about the Fed tightening policy further and more aggressively may also ease.

But this data should not be taken to mean that inflation has br

Staying at the same Regent Grand Hotel as Stephen Chow tonight, 15u

#Nifty50 | WEEKLY TECHNICAL OUTLOOK 📊
#Nifty continues to maintain its bullish structure after a strong breakout above the 24,588 resistance level, which is now acting as an important support.
Wave Structure:
The current Wave count suggests Wave (3) may be nearing completion. A corrective Wave (4) pullback towards the 24,750–24,850 zone cannot be ruled out before the next potential upward move in Wave (5).
Key Levels to Watch:
Immediate Support: 24,750
Major Support Zone: 24,229–24,463
Resistance Zone: 25,511–25,903
Bullish Confirmation: Sustained price action above 24,588.
My View:
The broa

Granted green candles can be addictive
$SHITCOIN

JUST IN:
US PPI data came in at 0.3%
Expectations: 0.4%

Good morning!! $SPY
We double tapped weekly highs yet held $755
Would look for another test of $763 for an end of week push! 🚀🚀🚀

Unbelievable! This year, Black Friday didn’t just fail to bring discounts—consumer electronics across the board found new ways to get more expensive.

Every November in years past, people would be waiting for all-time-low prices on graphics cards, consoles, and phones. But this year, take a look at the major online retailers and you’ll find that many so-called Black Friday deals can’t even beat the regular prices from six months ago.

The reason isn’t simply that retailers are being stingy. The consumer electronics supply chain is caught in a brutal squeeze from both sides.

Let’s start with t

Progmat's Avalanche chain ran 45 of Japan's 89 publicly disclosed security-token projects at the end of Q3.
Its active projects held more than ¥452 billion in assets, using a dedicated network with its own rules.
@avax

Those who got in at 1908 are loving it