It's been overwhelmingly negative recently, but here's some perspective on how supply-constrained demand from $LITE to $MU looks amid possible AI capex slowdowns.
As one Korean executive on memory puts it:
"Thirty people are already lined up at a restaurant that is full, and five of them leaving does not create a table."
The amount of tables might expand, but supply shortages and price hikes in bottlenecks can persist through capex slowdowns or capacity buildout.
From AI implications in medicine, physics, materials, robotics, cybersecurity, engineering, energy, to AI itself over the next 5-

$SHELL Bang, caught it 😎👋Anyone else get in like us? The next one, the one after that—there's no time 😎$INJ

This is one of the most important charts I look at
10 years of the S&P 500. The bumpy blue line is the stock market. The smooth black line is the EPS.
Look at all the wiggles & volatility on the blue line.
All the times people panicked...
Now how many times did earnings actually fall in those 10 years?
Twice. Maybe 3 times if you count the tariff stuff last year
2 or 3 times in 10 YEARS the market genuinely had a problem under the hood. Everything else was "fear headlines"
& where are earnings right now? Up & to the right. Growing 31% year over year. Of course that will slow in 2027, but slowi

It's cute watching perma bulls trying to find every little reason to remain bullish whilst the chart tells the actual truth
Field week for bears
$BTC

$SHELL Up 118%… Is 0.050 the final target? SHELL is in a stunning rally, surging from 0.01856 to 0.04280, with buyers still actively pushing the price higher! This rally shows extraordinary strength, but how much further can it go? Immediate resistance: 0.04280 Next target: 0.04500 Main target: 0.05000 Extended target: 0.05500 Key support: 0.03870 A decisive break above 0.04280 could extend this major rally to 0.05000; if buying pressure persists, the price could also reach 0.05500. However, after such a vertical surge, a sharp pullback remains a major risk. A break below 0.03870 could trigge

Google Cloud, with $30.709B of Q3 revenue, hosts Flare's confidential-compute machines.
The first app lets Hex Trust verify USDX backing on Songbird without exposing private reserve balances.
@FlareNetworks @HugoPhilion

S&P Global's OpenZeppelin, whose contracts underpin more than $38T in transfers, offers contract libraries for Midnight.
Developers can reuse privacy components for tokens and identity with selective disclosure.
@MidnightNtwrk @IOHK_Charles

The market hasn’t moved, but the forecast is already in; once the trend plays out, it’s spot-on.
Every turning point identified in advance, every move precisely measured.
Getting it right once is luck; getting it right every time is a system.
Don’t blindly trial and error in the market—a good call is profit in itself.
#美国初请失业金人数高于预期

$HYPE Short-term bias is bullish, but this is a contrarian bet against a backdrop of extreme fear, so position sizing takes priority over direction. The extreme fear index is only 20, yet the price is above MA5 and MA20. Bears have failed to press their advantage, indicating that selling pressure is fading; positive funding rates show that bulls are willing to pay to hold positions, and capital is slowly shifting to the long side. The concern is that the MACD histogram is still negative, so an upward move could easily trigger a sharp wick, and chasing the price is like catching a falling knif

You know how I know $INJ will perform well?
Because I know so many traders that were liquidated by shorting it in 2023 and 2024 😅
True story.
Don’t short the strongest coin on the market ✍🏻
LT 💚

💥 $ONDO just added Fidelity's tech arm as a required verifier on its bridge

The Ondo Finance Bridge now requires the Fidelity Center for Applied Technology to verify transfers.

That enables Ondo tokenized stocks to move across Ethereum, HyperEVM and other supported chains.

Tokenized stocks now top $3 billion in total value across a growing number of blockchains.

As more value moves, this network grows fast.

Is $ONDO the bridge between Wall Street and crypto? 👇

$AKE Feeling awful😣, I fell before dawn 55555

$ARX This 14-point rally came a bit too fast. The 24h trading volume of 9.4M shows money is moving, but I haven’t gotten in yet—here’s my position first: currently flat. My 0.195 limit order from yesterday didn’t fill, so I missed this move.
Here’s my take: on the daily chart, 0.23-0.234 is a dense resistance zone from previous highs. The price just surged to 0.2338 and clearly met selling pressure. Volume hasn’t confirmed the new price high, so the short-term move looks a bit shaky. I haven’t seen any signs of large on-chain transfers to exchanges, and there’s no new fundamental narrative for

🚨 JUST IN: Elon Musk reportedly backs a petition to REINSTATE Jensen Huang as Nvidia $NVDA CEO, saying he's "signing it too."
Nvidia reportedly closed at $162.85, DOWN 12.7% for the week, marking its WORST weekly performance since April 2025. 📉

I just got my Raenest physical usd card.
I was told i can use this card anywhere in the world & pay for any shit i want without limit.
Also comes with the tap to pay feature. can’t wait to test this out.

Crypto bros have only 2 moods.

I'm Mid-Term Intel Bro
Today I’ve already taken profits on most of my positions. With some free time, I took a look at other whales’ positions
The market is swinging back and forth right now, and I happened to spot a hedged long-short trade.
$BT Short positions are the clear main play: 1,479.9 coins, worth 100 million! Entry price: 77,924. Unrealized profits are already soaring at +12.9 million U, with another +3.49 million in funding fees, and a liquidation price of 110,753,

$SO The short position is also going strong: 86,600 coins, with unrealized profits of +924,200 U

The only $ETH lon

🚨 SOLANA: IS ANOTHER DOWNSIDE MOVE LOADING? 📉

Solana is approaching an important resistance zone, and I'm watching for a potential bearish rejection before considering a short setup.

The key here isn't simply opening a short position. It's waiting for confirmation. If sellers defend the $80–$81.75 zone, SOL could see another move toward lower support levels.

🔥 SHORT SETUP – $SOL

📍 Entry Zone: $80.00 – $81.75
🛑 Stop Loss: $84.50

🎯 TP1: $79.20
🎯 TP2: $77.90
🎯 TP3: $76.70

My Market Perspective:

The interesting question is whether buyers can reclaim the resistance zone or whether se