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The three AI neocloud giants have reported their results. What signals are they sending?
With orders packed and prices for older GPUs rising across the board, why did $CRWV surge after earnings while $NBIS plunged nearly 17%?
▶️ Higher prices for older GPUs break the depreciation curse
Rental rates for previous-generation GPUs rose 30% to 50% quarter over quarter against the trend. The equipment remains a cash machine even after its accounting depreciation period, directly disproving the bearish expectation that the assets would become worthless.
▶️ Big Tech prepayments replace high-interest
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CRWV-6.98%
NBIS-16.96%
MSFT+0.36%
IREN-6.45%
NVDA-4.49%
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$KGEN Up 22% in 24 hours, now at 0.0904, after reaching a high of 0.0929—chasing in here just means carrying the bags for those who bought the dip at 0.0686. I stick to my rules and focus on price, not emotion. Here’s my plan: wait for a pullback to the 0.084–0.086 range and scale in; set a stop below 0.079 (a break below the previous low would invalidate the structure); take first profits near the previous high at 0.093, and second profits at the 0.098–0.10 round-number level. No single position should exceed 20% of my portfolio; scale in and out instead of going all in.
Looking at the market
KGEN-5.46%
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BREAKING:
🇺🇸 US PPI data came in at 0.3%
Expectations: 0.4%
Final Bitch 😂😎some good news 🔥
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#USJoblessClaimsBeatExpectations
Macroeconomic Deep Dive: US Initial Jobless Claims at 200K, Federal Reserve Policy, and the Outlook for Bitcoin and US Equities

Global financial markets are navigating an intricate crossroads defined by modest labor market softening, stubborn consumer price inflation, and shifting interest rate expectations from the Federal Reserve. Recent US economic releases—specifically weekly Initial Jobless Claims rising to 200,000 compared to market expectations of 194,000—have reignited intense debate across institutional desks and retail communities alike. While an up
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UNILEVER
Hit an ATH of N172/share in May 2026.
First gap closure in May 2026 around the N140-N148 region
Second gap closure in April 2026 around the N103.6-N109.8 region, which is now a key area.
Unilever is down 35% from its previous ATH of N172/share.
Looking at two key regions
1/ The support zone of N94/share, where I will ladder my bazooka
and
2/ If we lose Option 1, then the demand zone of N76.25-N79.95 per share comes next, which I do not see happening for now, but it is the market; anything is possible
Though the second gap closure is worth considering if I am building a big pos
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GOOD MORNING $XRP & $FLR FAMILY!! ☕☀️
I am underway to a coffee place with my laptop to purchase some more crypto.. 🤝
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XRP-1.15%
FLR-0.24%
Staying at the same Regent Grand Hotel as Stephen Chow tonight, 15u
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It's worth keeping $KITE on your watchlist. +20% the last few days will the crypto market sold off
Currently facing some resistance, but that diagonal looks clear and a strong move once it clears
Nothing but higher lows
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KITE-0.15%
$AKE Added a few times, exited too early, still have 1/3😿😿
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AKE+6.07%
Such a crude scam, yet people still fall for it.
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MULTIVERSE
39% down from its previous ATH of N28.25/share. I am looking at a major key area, which is the N11.7-N12.5 per share.
#NFA
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What if your mining power could work for two coins at the same time?
That’s exactly what merged mining makes possible.
Take Litecoin (LTC) and Dogecoin (DOGE) as an example. Both use the Scrypt algorithm, which allows miners to contribute work to both networks using the same mining setup.
ViaBTC is a real example of this. Miners in its LTC pool can earn DOGE rewards through merged mining without needing a separate setup just for DOGE.
Pretty interesting, right?
The main benefit is simple: you’re making better use of your existing hashrate instead of running two completely separate mining oper
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LTC-0.07%
DOGE-0.22%
$BTC # 🪙

Still, the 0.382 level could not stand, there were hopes for a rebound, but the bears have their own plan. But pay attention to the level of 0.236, from which there is already a reaction. Perhaps this is the last stop of bitcoin before the start of growth. So far, I'm sticking to that opinion. If the 0.236 level fails, then we will go to $ 65,000 and possibly even lower. I am not considering such a scenario yet, but it has a place to be.

#BTCDown4%
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BTC-0.67%
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$HYPE Trim part of the long positions on rallies, and take another shot with the remaining positions to further reduce the overall account's exposure risk.$QQQ $NVDA #美国10月PPI即将出炉 #作手分析
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Trader
$HYPE A right-side long-entry signal has appeared; add to the position decisively.#Gate直通IPO第三期Anthropic #作手分析
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HYPE+0.33%
QQQ+0.01%
NVDA-0.35%
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Long $SOPH $SOPH: Price has broken strongly above the consolidation range, confirmed an upward BOS, and moved above the short-term EMA. Prefer waiting for a pullback to support before entering long, and avoid chasing after a gain of nearly 32%. Entry 1: 0.001620–0.001650 Entry 2: 0.001500–0.001530 Entry 3: 0.001400–0.001440 Take-profit 1: 0.001875 Take-profit 2: 0.002200 Take-profit 3: 0.002645 Stop-loss: 0.001290 Note: The 0.001875 area is an important EMA resistance level. Only prioritize a long position if price holds support and shows signs of a rebound. This is a chart-based reference scen
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SOPH-3.83%
Any movies so good you’d be glad to see them again in your life-flashing-before-your-eyes reel? Looking for recommendations.
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Evening Market Update
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LIVE2,671
#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
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