#USMemoryStocksExtendLosses
AI Storage Stocks Are Falling — But the Real Risks Differ Across the Sector
AI demand continues to create opportunities for the semiconductor and storage industries, but investors are becoming more selective. The recent sell-off in Micron, SanDisk, Western Digital and Seagate shows how quickly sentiment can change when stock valuations depend heavily on expectations of future growth.
On October 13, Micron fell 4.5%, SanDisk dropped 4.3%, Seagate lost 5.9% and Western Digital declined 5.8%. The pressure reflected concerns about Chinese competition and uncertainty su

David’s Trading Notes (Higher Timeframe)
October 16, 2026
The downturn offered a few bites at the apple. Now that prices have risen, it’s time to talk about the higher timeframes.
At this stage, I think it’s a good time to build positions—a stage where you can calculate and manage your risk and reward.
BTC $BTC (Figure 1)
A weekly close above 81333 would signal strong bulls and mark the first entry point for positioning long.
For a higher win rate, the second long entry: enter after a daily close above 84000.
This is higher-timeframe positioning, not an intraday trade.
ETH $ETH (Figure 2)
Us

💾 AI is still developing, but are storage stocks already buckling?
Not long ago, this was a hot sector embraced by the market. Now, storage stocks are under sustained pressure.
Related stocks such as Kioxia, SanDisk, Western Digital, and Seagate have all pulled back, while Micron has also seen significant volatility.
This time, the market is worried about more than just short-term profit-taking.
📉 Valuation: Have expectations for AI-driven growth already been priced into stock prices?
🔥 Competition: Could new technologies and new players entering the market reshape the storage industry?
📊

$ZRO $ZEC and $FIL
My dip buys of choice

Roadster’s utility is here

The Market Tumbles, but the AI Buildout Continues
Samsung to Begin Construction of Its Second Texas Fab in November, targeting mass production by 2030
Meanwhile, Taylor Fab 1 is expected to begin 2nm operations by the end of 2026, with commercial volume production starting in 2027
The expansion follows Samsung's acknowledgment that its leading-edge foundry capacity is struggling to keep up with customer demand, including growing interest in its upcoming 1.4nm process
Samsung plans to invest over $37 billion in its Central Texas semiconductor operations, supported by a $16.5 billion manufacturi

We may be arguing, but you still need to eat.
The verbal scolding has to be thorough 🤨

I was trying to free up some space on my computer just now, but accidentally deleted Clash and almost couldn't get back online. 😂

Could you not rug me this time?
Can you let me win once?
I'm betting a week's food budget, please 🥹

#美国9月PPI大超预期 16:37 ETH shorts have the upper hand, but longs aren't backing down either. Since it once again found support near 2320, perhaps we can be a little bold and see if it can move toward 2600–2700 or even higher next. Take a look at the weekly chart below and review it for yourselves: after two consecutive weeks of pullbacks, it has risen in the third week several times. For reference only.#$ETH

$INJ is showing altcoins how to do it 🫴🏼📈🔥

Injective CEO Eric Chen joins BlackRock, Franklin Templeton and Fidelity on the headline tokenization panel at the Hong Kong Digital Asset Summit. It runs November 5 and 6, alongside Hong Kong FinTech Week.
@injective

Will the weekly close green or red 🛎️🐕‍🦺☕🚬
$BTC

Everyone thought there would be selling pressure, but it unexpectedly doubled right after the market opened
The Alpha airdrop of 400—those who didn't sell got another serving of pig's feet rice
$DNA @NeoSoulAI

An unpopular take: the current +11.15% for $WLD is not as telling as it looks.
$WLD is currently at 0.5254, up 11.15% over 24 hours. The 1-hour support is 0.4625 and resistance is 0.5467; current volume is 1.55 times the average of nearly 20 candles. The truly useful information in these numbers is the range bounded by 0.4625 and 0.5467.
I’m leaning this way for now: I won’t extrapolate a big move that has already happened into the next leg. First, I’ll watch whether the price can hold in this new area. The 1-hour trend is strong, with an RSI of 64; the 4-hour trend is strong, with an RSI of

The weekend is here, and so is the rain

Google Claims Quantum Computing Breakthrough
Google Quantum AI announced Thursday that magic state cultivation cut errors by roughly 40 times on its Willow chip, achieving magic states with 99.99% fidelity.
Magic states are single-use resources required to run useful quantum programs, and Google estimates their production can consume up to 95% of a quantum computer's capacity.
⚠️ Personal market analysis only. NFA — manage risk and DYOR.
Educational content, not investment advice or a recommendation to buy, sell, deposit, or withdraw any asset. No paid promotion or referral/affiliate links.

Three consecutive intraday wins on gold
Short at 4185, exited at 4184, 1 point, 22🔪$XAUT