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After looking at the spending of the six major companies, what I want to say is: it’s not that big tech is burning money again.
It’s the market’s view on AI that has shifted from one question to another:
In the past, the question was:
“Is AI capital expenditure going to be too much?”
Now the question is:
“If they don’t keep investing, will there be enough compute?”
That’s the core reason storage, HBM, and the semiconductor rebound has been so fierce recently.
Just look at a few changes and it’s obvious.
Google raised its 2026 Capex guidance from $180–190 billion to $195–205 billion.
At the sta

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Unitree's Shanghai IPO prices the first profitable humanoid-robot maker at $5.9 billion.
Raising $618 million, it's the sector's first public valuation anchor.
Real earnings, real scale, real price discovery, not vapor.

$KOMA During the rise from 0.022069 to 0.027416, a significant expansion in trading volume must accompany it. If the price rises but volume shrinks, it is likely a “false breakout” trap where the main players pump it up to distribute. A real breakout requires “price rising with volume increasing,” showing there is genuine buying demand.
● Interactive question: When you opened your position, did you notice the volume histogram was clearly higher than the previous few K-lines? $BANK $AKE #Strategy二季度亏损82亿美元

This $AXTI move—once the rhythm is right, the market’s feedback is just that direct.
After the four-hour bottom confirmation, the price began breaking upward all the way.
Started around 36, then moved above 60—this marked a full round of trend switching in the market.
Now many people are just starting to pay attention, but the market has already gone a long way.
At present, the four-hour structure is still relatively bullish, and the moving averages are pointing upward.
However, the area around 68.79 is a position you must face.
Before breaking out, don’t get blindly excited—after a pullback,

Those who are involved are confused; those who observe are clear.

I’m personally bearish on this gold move, so I’ll set a bottom backing here first.
On Friday it closed at 4043.6. The upper wick ate up the entire rebound from the past two days. 4000–4020 looks like it has support—three attempts and it didn’t break—but can you trust this kind of support that gets weaker the more it grinds? On the 4050–4060 side, 4-hour “Vegas” has dense stacked volume; the Friday pullback bounced into it multiple times and backed off—pressure is just sitting there.
For the dollar: 100.3, 10-year U.S. Treasuries at 4.745%, pressing down for real. After Japan’s intervention-dri

#SKHynixSurges25%
🚀 SK Hynix Roars Back as AI Optimism Returns – Can the Rally Continue?
SK Hynix has once again captured the attention of global investors after delivering one of its strongest single-session performances in recent years. Following an explosive rally of nearly 30% in the Korean market, the company has reaffirmed its position as one of the world's leading AI semiconductor companies.
The sharp rebound reflects renewed confidence in the long-term outlook for artificial intelligence, high-bandwidth memory (HBM), and next-generation data center infrastructure. However, after such

GM to everyone ☀️
Happy weekend!

It’s been okay recently, but I can’t quite hold it—those days it kept fluctuating in a range.

#AIP 2026, the AIP ten thousand X coin starts from a $0.1 reserve price! Three major “killer moves” designed by AI are reshaping the rules—rights offloading pools, large holders’ monopoly is completely rendered ineffective; transaction “creep” engine, deals keep flowing and prices keep rising without stopping; an adversarial cooling mechanism, discounts only to activate even higher ascents! For the first-mover pioneer portion of ten million coins, each person gets only one share, to lock in future seats at the starting price. In 2026, the reserve-price window is rapidly shrinking—when the ten

#StrategyReports8.2BQuarterlyLoss
📉 Strategy Reports an $8.22 Billion Quarterly Loss – But the Story Is Bigger Than the Headline
At first glance, an $8.22 billion quarterly loss sounds alarming. However, a closer look reveals that the result is primarily an accounting impact tied to Bitcoin's market value—not a collapse in the company's underlying operations.
Strategy reported a Q2 net loss of approximately $8.22 billion, equal to $24.45 per share, compared with a profit of $32.60 per share in the same period last year. The dramatic swing was largely driven by a decline in the fair value of

$AKE I made a little robot to crawl and suck blood. After pulling out the principal, it slowly kept sucking—no more staying up with “ake” to endure it.

#SKHynixSurges25%
🚨 Filecoin Faces Heavy Long Liquidations as Bears Take Control – Can Bulls Reclaim Momentum?
Filecoin ($FIL ) has entered a critical phase after a wave of long liquidations signaled increasing selling pressure across the market. More than $23,000 in combined long positions were wiped out, highlighting how quickly sentiment shifted as leveraged traders were forced to exit.
Major liquidation clusters occurred around $0.679 and $0.67632. These levels have now become key technical zones that traders will be watching closely. What was once support could now act as resistance unle

ZEC is around 464u right now, up slightly today. Over the past few days, the overall trend has been fairly steady.
On a one-week view, it’s down—down more than two percent—but over a one-month stretch, the upside gain is quite significant, up more than ten percent. That suggests the prior period saw fairly aggressive gains, and this week has been a modest pullback. Over the last 24 hours, the high touched 468, while the low dipped to 453; the swings haven’t been small.
It has climbed from a low of 16u to where it is now—its rise has been quite remarkable. During this time, it’s clearly been on

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