It think it's stupid that "AI Bubble" gets used over and over. In infra names you have:
- 1-3x fwd P/E memory companies from Samsung to $ESMT. With HBM players now having hyperscaler multi-year price floor LTAs.
- Optical companies like $POET traded -$97M under net cash. Valuing the operating business very negatively, not even at $0.
- While AI companies with larger premiums continue to record demand over the next 3-5 years. Such as the new $20B LTAs signed w/ $COHR to $5B LTAs signed w/ $LITE.
Can someone in the media honestly see negative EV high-beta optical companies, where 2 years of

Good morning!☕️
$AGORA hit a $1.2M ATH
All the important metrics that matter are growing, so seeing price follow doesn’t surprise me AT ALL.
Then we have $SENDU?
Our latest pick is already SENDU-ing 😂
Tommy from @AscendLaunch just liked a post mentioning it. 👀
Our community has been absolutely killing it on @Enter_Elysium so far. 🥂
And tomorrow?
@fomo + other larger platforms start going live on Elysium.
More liquidity is coming and like always, we're positioned early🥂

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Are semiconductor ETFs worth watching now? Has spring arrived for the chip industry, or is it just another pie-in-the-sky promise?

If AI is the brain of the future, semiconductors are the infrastructure underpinning the entire tech industry.
Lately, I’ve been keeping a close eye on semiconductor ETFs. The reason is simple: almost every tech upgrade, from AI servers and smart cars to data centers and high-end electronic devices, depends on chips.
I’m bullish on the semiconductor industry’s long-term prospects. Rising demand for AI computing power could benefit areas such as advanced process no

‍#美股财报季 #Gate股票畅聊季

The AI “myth” is fading! What should we do next?

Wall Street was still riding high the day after the midterm elections, but on Thursday it was blindsided by the biggest single-day rout in tech stocks since the COVID-19 crash in 2020. However, excluding AI stocks, most stocks were not hit particularly hard. So the question is: after the AI tech stock crash, where should we, as U.S. stock investors, go from here? Should we turn to other traditional sectors with strong gains, or keep buying the dip in tech stocks? If we invest in traditional sectors, which stocks are worth

Guys, the wolf is really coming!!
The reputable media outlet The Wall Street Journal reported that Elizabeth Warren, the famous “crypto’s number one nemesis,” could take over as chair of the U.S. Congressional Banking Committee as early as January 2027!
This position holds enormous power and can be said to directly control the lifeblood of the financial sector.
Warren has always taken an extremely hard-line stance toward cryptocurrency and has repeatedly made things difficult for the industry.
If she really takes this position, the regulatory scythe could come swinging down at any moment, and

It's hard to imagine that after doing this,
it would stink so badly that no one could stand the smell.

Nasdaq to launch “near-around-the-clock” trading next month: 5 days a week, 23 hours a day, letting Asian investors trade U.S. stocks during the day
U.S. stock trading hours are about to expand significantly. Nasdaq announced that starting December 6, the exchange will officially operate on a schedule of 5 days a week, 23 hours a day, with just 1 hour set aside each day for system maintenance.
Under the new schedule, the trading window will run from 9 p.m. Sunday to 8 p.m. Friday Eastern Time, with overnight trading from 9 p.m. to 4 a.m. the following day Eastern Time.
The schedule is clearly

People who make websites and product images no longer have to settle for just one PNG this time.
🔥 OpenAI released Images 2.6 on November 4: it can create GIFs and export SVGs, and image generation is 50% faster, according to the release notes.
Available on all ChatGPT and Codex subscription tiers, it works on the web, desktop, and mobile; developers can use the API.
Flare is as fast as 6 seconds at low quality; for repeated edits while preserving details, choose medium or high quality in Sunburst.
For product images, I care more about the edited image still looking like the same product; fas

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$AIOT Price action is heating up, with buyers firmly in control and gains exceeding 30%! A breakout above $0.13460 could drive the next move up to $0.14000. Wait for a confirmed breakout or pullback before entering! Entry price: $0.13000 – $0.13200 Target prices: $0.13500 / $0.13800 / $0.14000 Stop-loss: $0.12700

$ETH 2U can get you breakfast, 100U can take you on a trip, 1,000U can buy a 17 Pro Max, and 100kU can buy a house. So, what is the endgame of trading

$ATOM ‌$EUL ‌These two tokens are my top priorities to watch during the second week of November. In terms of price action, $EUL appears more promising as its chart has confirmed a bullish setup, though it will require significant effort for the price to break out of its descending channel. Meanwhile, $ATOM is closer to a potential breakout, provided the price does not drop to the "invalidation" level.
⏳Waiting for confirmation is the safer approach, as the upside potential for both tokens—should a breakout occur—far outweighs the associated risks.

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October CPI may reveal the Fed’s December move

On November 10 at 21:30, the U.S. October CPI report will be released. It’s the last inflation report available before the Fed’s December 8-9 policy meeting—in other words, it will determine whether the Fed makes a move in December. One thing to note: this report will likely not include year-over-year data. The reason isn’t data manipulation, but a missing baseline: during last year’s federal government shutdown, the Bureau of Labor Statistics skipped the October 2025 CPI release, leaving no clean year-over-

FESTAC tonight! Pulling up to support my successor, brother and friend, @mcabilitea, as he hosts one of the biggest comedy shows today. It’s going to be a great time. See you all there! 🔥

A truckload of chips worth over 70 million was being discreetly transported in a food truck, and then the truck, the driver, and the chips all disappeared. 😂
That’s fucking surreal!
I can only say that the two kinds of people who are always at the forefront of the times and make the fastest progress are:
A hacker.
A mobster.