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Samsung and SK hynix are both falling—does the AI chip story still hold up?
South Korean stocks suddenly weakened, with Samsung Electronics and SK hynix leading the decline, leaving many investors bullish on the AI supply chain conflicted: they thought prices were too high before, but now that they have fallen, should they enter the market?
I believe the key is not how large the decline is, but whether the companies’ growth logic has changed. AI computing infrastructure continues to advance, and demand for high-bandwidth memory deserves attention. However, the semiconductor industry itself is
SPCX+1.22%
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Lao Zhang has been writing down his trading activities and analyses for a month. I looked at them today and felt that he had basically grasped the essentials. I would ask him questions, and at first he could not answer them at all. Now, not only can he answer them, but he also executes them very well.
With his consent, I’m sharing the analysis he wrote. This is for everyone to discuss and learn from together. The conclusion is that a major pullback is coming. Since he only has a primary school education and is not good with computers, I asked him to write by hand. My requirement for him is tha
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📈 #WillYouBuyDipInKoreanStocks? 🇰🇷
South Korea’s stock market is attracting attention as investors evaluate whether recent price declines present a buying opportunity. With strong technology companies, global semiconductor demand, competitive industrial sectors, and potential government support, Korean equities remain on the radar of long-term investors.
However, market volatility, currency fluctuations, and global trade tensions can create both opportunities and risks. Investors should focus on companies with strong fundamentals, sustainable earnings, and reasonable valuations rather than
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U.S. Treasury yields continue to rise, with the 10-year yield breaking above 5.3% and the 30-year yield reaching 5.7%, both hitting their highest levels since 2002. As the anchor of global asset pricing, the surge in long-term rates directly raises discount rates, creating systemic pressure on high-valuation technology stocks.
Although the Nasdaq has recently managed to remain elevated on expectations of AI-driven earnings, the free cash flow of large technology companies has turned negative, while AI capital spending is shifting from “cash-driven” to “debt-driven,” with bond issuance exceedin
NAS100-0.21%
MASSIVE!!
$300M in token unlocks hitting the market this week!
$165M+ in straight cliffs: $CRO dropping $70M, $PUMP $39M on the 12th, $ARB $18M, $STRK $15M, $DBR $12M (10% of circ!!), $APT $10M
i’m watching $PUMP, $ARB & $APT
Which one are YOU watching??
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CRO+2.36%
PUMP-1.53%
ARB-4.20%
STRK-8.06%
DBR+1.79%
$TAO TAO: 40% Rally, Now the Real Test Begins
TAO
is following the expected path perfectly so far. After surging nearly 40%, the price is now hovering near the resistance zone.
A successful close above this zone could add further upside momentum.
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TAO+2.11%
Nvidia’s $800 million still isn’t enough—now it wants to swallow the people and technology outright?
The FT says it is discussing further investment with Reflection AI, and even an acquisition.
But these former DeepMind researchers only founded the company in 2024, and its valuation logic is moving like a rocket.
What’s even more interesting is that the talks may involve an acqui-hire—bringing on the talent and securing licenses while bypassing a full acquisition.
If structured this way, it could avoid lengthy regulatory scrutiny. Nvidia’s playing this game so blatantly I can practically hear
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NVDA-0.52%
After Bitcoin surged to around 84,300 in the afternoon, it failed to hold, quickly giving back its gains and pulling back to around 83,300. This indicates heavy overhead selling pressure, with 84,300 forming strong short-term resistance. This surge-and-pullback move looks more like a bull trap fake breakout. After taking profit on the 83,400 long position in the morning, chasing longs could easily result in being trapped, and short-term bullish momentum has been significantly depleted.
Structurally, the hourly chart shows signs of a potential double top forming, with neckline support in the 83
BTC+0.16%
$ZEC This feels great to hold; shorts should keep a tight grip on their chips and calmly wait to lock in their profits!
Many retail investors are still chasing longs and have been trapped halfway up the mountain. Meiqi wasn't fooled by the illusion, knew this coin was about to begin selling off in small amounts, and decisively led her followers into the market.
#GateX红牛F1新加坡站夺冠
ZEC+4.29%
GM ☀️
What's something you could talk about for hours without ever getting bored?
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$BTC HALT AT A HTF RESISTANCE
ONCE IT RECLAIMS $86,447, THEN BUCKLE UP 📈🔥🍀
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BTC+0.12%
$S How many people did today’s wick wake up?
The 24h high was 0.0690 and the low was 0.0478, with the wicks spanning nearly 40 points. It’s now at 0.0556, up 15.93%, with 399 million in trading volume. In plain English: those who chased at 0.068 are trapped at the top, while those who sold at 0.048 are probably kicking themselves now.
Looking at the chart, the early-session price push was driven by sentiment, but volume failed to follow, and profit-taking was clearly visible near 0.069. The 0.055 area is now the dividing line between bulls and bears; only a low-volume consolidation here would
Will the price move according to the prediction? $XAUT ‌
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XAUT-0.45%
What kind of tag is “furry futa”?
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SanDisk SNDK position update
The next update will be during the market-open livestream
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SNDK-1.70%
$RSR Current price is 0.002457, with short-term key support at 0.002405, where MA5 is located, and resistance above at the Bollinger upper band of 0.002822. As long as the price does not effectively break below MA5, this bullish structure remains relatively healthy.
First, let’s discuss the methodology. To determine whether a trend is healthy, I usually look at three things: first, the moving average alignment—whether MA5 is steadily running above MA20; second, whether the short-term moving average holds during pullbacks; and third, whether the MACD red bars continue to expand. $RSR Currently,
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UNI-0.34%
🔹South Korean Stocks Suddenly Tumble! KOSPI drops over 2 with SK Hynix leading the losses. Are Asia
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