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#GoldmanSachsBullishOnCXMT
Goldman Sachs Bullish On CXMT: Why Wall Street Now Sees DRAM Breakout From China
Goldman Sachs just raised CXMT to Overweight, with target near 45% above current, and placed firm on Conviction Buy. Call is that CXMT, once seen as low cost clone, now holds 15% share of global DRAM bit and can hit 22% by 2026, with DDR5 yield above 82% and HBM pilot in late 2024.
Report notes CXMT revenue near $11.5 billion run rate, up 71% year over year, with gross margin near 38% vs 19% a year ago, on DDR5 mix lift and LPDDR5 ramp.
Why Goldman Flips Bullish Now
Three drivers cited.
BTC-1.06%
GT0.38%
ETH-0.04%
SOL-1.97%
XRP-6.65%
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Why is TAC rising: low market cap and high elasticity, with funds continuing to speculate.
Important risk warning: On August 22, TAC confirmed a vulnerability in the Cosmos EVM precompile layer. Approximately $7.5 million was stolen from a single account, and the network was briefly halted. The project team said this was a transfer rather than a new issuance and plans to restart the network after fixing the issue. The price is still surging, constituting event-driven speculation, and the security risk has not been fully eliminated.
$TAC
TAC78.12%
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This 20-plus-year-old Honda CR-V RD1 just gets better-looking the more I look at it... Cars from back then all had so much character in their designs... You could recognize a car from different countries at a glance, even with the badge covered up...
Now it’s not just smartphone designs that have all become “homogenized”—cars are the same way. Regardless of the brand, the interiors are basically identical, and the exteriors are all just copies of one another. Designers have finally entered an era where they can slack off.
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No vision, can't hold, the profits on this trade are as thin as paper, but I love it. When I just saw the bearish news, the market was in complete panic, yet $RECALL kept grinding at the lows without breaking down. I thought, isn't this an opportunity? The longer the bottom moves sideways, the more it shows that someone is quietly accumulating. I went directly long, and my friends even mocked me for catching a falling knife. Looking back now, that falling knife has turned into barbecue.

Entry 0.03045, current price 0.04655, return +1303.15%. The wait wasn't in vain; this trade gave me plenty
RECALL-7.41%
BTC-1.04%
ETH-0.03%
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📌 Did you know that the BCV dollar (787,52 Bs/USD) is more than 21% below the P2P rate (960,2 Bs/USD)? This gap is not random: it reflects frictions that we see in the market every day.
At PitbullChain, with 8 years in Venezuela’s P2P ecosystem, we analyze what is behind that premium of more than 21%. In our article, you will learn:
- The structural causes separating the official BCV rate from the real market price.
- What the 5,8 spread used in P2P transactions means.
- The concrete impact on individuals and businesses buying or selling USDT/VES today.
Why does it matter? Because the distanc
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This trend is so obvious I don’t even have to think—the account is dancing on its own. When I opened the charts this morning, I saw $CLO once again open high and move lower, with a weak rebound. Every upward push was just short of enough, and the resistance above was crystal clear. I followed the rhythm and entered a short at 0.12965. The price has now fallen back to 0.08437, for a return of +1681.9%. Honestly, not having to stay up late watching the charts and still getting the rhythm right feels better than anything. But the more money you make, the calmer you need to stay. I just closed 70
CLO3.76%
BNB-0.32%
ETH-0.03%
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Fed Rate Signals Bring Fresh Price Movement Across Major Crypto Markets
gate liveLIVE
1,086
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$XRP 📈
Nearly 45% in a week and now everyone claims to be bullish again.
The main thing I care about is how deep this inevitable pullback becomes from here, if we can hold the 1.20-1.25 level I think that confirms the trend has flipped.
I'll break the chart down in my discord later today,
XRP-6.65%
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BTC & ETH Hold Their Recovery While Sellers Remain Active Near Resistance
gate liveLIVE
179
live-coin
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Lord forgive them bottom selling jeets and grave dancers, for they know not what they hold.
$LAYOFF
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This was purely the market being in a good mood and casually tossing out some gold coins, which happened to land right on my head🍀. Before the market had fully started, around right after lunch, I was watching the 5.542 level. The rebound had no volume, and the price was lingering below the key level—it looked like a bull trap no matter how I looked at it. I judged at the time that no one would catch it on the way up, so I might as well go short. When I came back after lunch, I saw 5.37, +149.46%—what a nice gain😋. Some people always want to wait for the rebound to go a little higher before
SNDK0.81%
ADA-4.64%
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Slowly at first.
Agents are doing business.
Put yours to work.
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#USM2MoneySupplyGrowthHitsFourYearHigh
U.S. liquidity is quietly becoming one of the most important macro stories for markets again.
The Federal Reserve’s latest H.6 release shows seasonally adjusted M2 reached $23.218 trillion in July 2026, up from $23.115 trillion in June and $22.026 trillion in July 2025. That means the money supply increased by roughly $103 billion month over month and about $1.19 trillion year over year.
But the real story is not simply that M2 has reached another record. It is the change in its growth trend.
After the post-2022 tightening period produced much weaker mon
BTC-1.06%
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$urcoin looks good ere @LaunchOnSF
CGMVxtvLpjMarSRRq6adrx7px4ducKqSp1yhf94ZA847
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When wrongdoing goes completely unpunished, it’s only a matter of time before ghost money drives out bad money.
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Being stuck in a position isn’t scary; being trapped by fear is.
Unrealized losses are just numbers; a broken mindset is the real loss. Cutting losses isn’t admitting defeat—it’s leaving yourself a way out; adding to a position isn’t toughing it out—it’s trusting your judgment; doing T-trading isn’t greed—it’s gradually lowering your cost basis.
Getting unstuck is never a get-rich-quick story, but a victory of calm, discipline, and patience.
Watch the market less, think more; fantasize less, execute more.
The market always offers opportunities, but only if you’re still at the table.
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Drop a screenshot of your Nq h4/h6 charts.
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I had just sent the app to the background, and it suddenly pumped—are you playing hide-and-seek with me? I kept watching during the repeated intraday fluctuations; the bottom moved sideways without breaking down, buying pressure clearly strengthened, and I immediately signaled a long entry. From 0.377246 to 0.427456, a +132.37% return—that’s the answer, brothers. Take 80% profit first, and move the stop-loss on the remaining 20% to the entry price to protect it, letting the profits continue to run. The market is waited out, and profits are held onto. Now is not the time to rush; chasing orders
SOL-1.99%
BTC-1.04%
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Contracts are like love
Building a position takes time, stop-loss is reason, take-profit is beautiful, and hitting zero takes an instant.
Just like with people, building a relationship takes time, stop-loss is life’s rationality, take-profit is a beautiful thing, and hitting zero is the moment of an argument.
It is also like a drug—you know it’s possible, yet you still helplessly sink into it.
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BICO_USDT
Long
Cross 10X
Return %
-104.59%
Entry Price(USDT)
0.02733
Mark Price(USDT)
0.02445
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I only glanced at the chart, and it immediately started putting on an Oscar-worthy performance. While everyone was still watching from the sidelines, I was wondering why this rebound was so hollow—weak momentum, no one buying into the rise, grinding neither up nor down. Clearly, it was just selling the longs false hopes.
I decisively opened a short this morning at 0.03277. It’s now at 0.02694, +1262.34%. Feels great, brothers—the profit feels completely guilt-free.
Managing the position is simple too: close 70% first, and move the stop-loss on the remaining 30% to breakeven. Let it do whatever
SOL-1.99%
LAB-1.46%
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