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#GoldmanSachsBullishOnCXMT + $CXMT
CXMT Gets a Goldman Sachs Buy Rating — But the Bigger Story Is What Comes Next
Goldman Sachs has initiated coverage on CXMT with a Buy rating and a 129 yuan price target, bringing fresh institutional attention to one of the most interesting semiconductor growth stories in the market. While a major investment bank initiating bullish coverage can create immediate excitement, I believe the real importance of this development goes far beyond the headline rating.
The key word is capacity.
According to the investment thesis, CXMT's monthly production is projecte
CXMT2.52%
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BlackBullion_Alpha:
Very useful news, brother.
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The secret about Bitcoin cycles they won’t tell you! ⏳📉
3 years of growth (1064 days) versus one year of correction
(365 days)... This chart summarizes Bitcoin’s movement from
the beginning up to the current cycle.
Don’t let today’s volatility make you forget the overall trend over time 🧠📊
#بيتكوين #Crypto #Trading"
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Time is a poem, a poem rich in philosophy; time is a camel carrying the dreams of countless people.
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GateUser-de0b9e3b:
Comparing the passage of time to a camel instantly conjures a vivid image—steadfast despite carrying a heavy load.
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$ETH Signal】Long absorption + 1H negative histogram narrowing
$ETH Order book depth imbalance -41.37%, bid/ask ratio 0.41, 1H MACD negative histogram bars narrowing consecutively, with downside momentum weakening. The 4H EMA20 at 2443.80 is supporting the price, while clear buying support is seen near the 1H Bollinger lower band at 2437. OI is stable, the funding rate is 0.0029%, and there is no overheating. The current price of 2449.56 is within the recommended range, with a risk-reward ratio of 1.5 and clear execution value.
🎯Direction: Long
⚡Entry/Limit orders: Scale into longs at 2442.21
ETH-1.49%
NVDA2.15%
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Great trade in #ALM chat by @BlaBlaALM on solana:FZqdw6oSDCbHtKYxmhnfbi97SnyVy8jaYpdCoMrrjKa2
Use referral BlaBla to join
SOL-4.83%
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If they successfully forge a peace agreement and end the solana:nWnDYs4dR57Cek8nsK1W8iWEqKiKZE1hW1CLvP3pump civil war, then this area will mark the bottom
SOL-4.83%
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$SCRT is down 16.91% in 24 hours, yet trading volume is only $4.8 million. Here’s the bottom line: this coin is far from dead—the whales are deliberately dumping it to accumulate. 0.0144 is a rock-solid floor, and those who placed orders with me to catch the falling knife are already profiting.
You ask why I dare to buy the dip? Look at the volume—even after such a drop, it still has 4.8M in turnover, showing that someone is quietly building a position. Retail investors have already fled, leaving only smart money. I entered with 30% of my position at 0.0150, set my stop-loss at 0.0138, and se
SCRT-14.91%
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JUST IN: Kylie Jenner’s X account allegedly hacked to push the KYLIE meme coin, whose market cap collapsed from about $1.2M to $2.8k after the promo was removed. This underscores ongoing risk of rug pull-style hype around meme tokens. $KYLIE
MEME-2.18%
HYPE1.80%
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the keeper's word —
there is a room in your house you do not go into anymore.
their coat is still on the hook. the mug is in the cupboard where it always was, third from the left, and you have not moved it because moving it would mean something.
you are not being ridiculous, traveler.
the world tells you to clear it out and get on with things. i am telling you that a mug can stay where it is for as long as you need it to. come sit by the fire. nobody here will ask you to tidy anything.
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🌈 Gate Live Livestream Inspiration - August 26
Hot Topic Recommendations:
🔹 BTC falls below $78k! Is this a bull market correction or the end of the rally? What comes next?
🔹 Crypto market pulls back! BTC briefly fell below $78k, while SOL and ZEC lost key levels. Has the market peaked?
🔹 Is BTC one final step away from a rally? A Hyperliquid whale turns bullish—what signal are institutional funds sending?
🔹 Market sentiment heats up! The Fear and Greed Index rises to 74, entering the greed zone. Should you chase the rally or beware of a pullback?
🔹 ZEC target: $8,000? Privacy coins are
BTC-1.14%
SOL-4.83%
ZEC-7.16%
HYPE1.80%
NVDA2.15%
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ShanDingMediaSiyu:
Full send 👊
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August 26 Gold Morning Market Analysis
Gold prices rose sharply overnight before coming under pressure, maintaining range-bound consolidation in the early morning and trading above 4650. The broader bullish trend remains intact. After the consecutive sharp gains, profit-taking continues, and the market has entered a high-level oscillation and digestion phase. With important events approaching, market caution has intensified. Asian-session volatility may be choppy, making direct entry at mid-range levels unsuitable. Shanghai gold remains range-bound at high levels.
Fundamentals: Expectations of
GLDX0.39%
PAXG-0.62%
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This trend is so obvious I don’t even need to think—the account is partying by itself 🕺. When the price plunged intraday, $BP struggled to rebound, with clear resistance overhead. Every upward push fell just short, and volume failed to follow—clearly a bull trap, so I went straight in short and rode the sell-off. I watched the chart for quite a while; sell orders kept coming wave after wave without mercy. With such weak buying support, the drop is always cleanest. While everyone else was running, I was looking for a more comfortable entry point—this rhythm is unmatched. 0.4936 has now been s
BP7.18%
XRP-4.14%
ZEC-7.05%
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#GoldmanSachsBullishOnCXMT
I’m bullish on CXMT’s business trajectory, but much more cautious on the stock at current expectations.
Goldman’s thesis is compelling: CXMT’s monthly wafer capacity is projected to rise from 270k in 2026 → 447k in 2028 → 665k in 2030, more than doubling. Goldman also sees CXMT potentially supplying around 50% of China’s DRAM demand by 2028.
Why I’m bullish
China’s AI buildout: Increasing AI-server demand should support DRAM/HBM consumption.
Domestic substitution: CXMT is strategically positioned as China’s leading large-scale DRAM producer.
Capacity expansion: Mor
DRAM3.72%
SAMSUNG0.38%
SKHY2.69%
SKHYV-0.98%
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BlackBullion_Alpha:
Bull Run 🐂
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$BTC Signal】1H bullish divergence + extreme deep imbalance, targeting a rebound
$BTC The order book buy ratio is 0.22, with a depth imbalance of -64.53%; short sell orders are overwhelming. The 1H MACD green bars are shortening, indicating converging downward momentum. Price is moving between EMA20 and EMA50, while the 4H Bollinger Bands are narrowing, with a trend-change window approaching.
🎯Direction: long
⚡Entry/pending order: 78408.367 - 78644.300
🛑Stop-loss: 77857.857
🚀Target 1: 79823.965
🚀Target 2: 80413.797
🛡️Trade management:
- After reaching Target 1, reduce the position by 50%
BTC-1.09%
ETH-1.49%
SOL-4.83%
NVDA2.15%
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JUST IN: US equities edged higher as Nvidia broke a week-long slump, +2%+, with storage and optical/crypto-related names leading gains across tech and semis. $NVDA $MU $LITE $COHR
NVDA2.15%
MU2.46%
LITE6.67%
COHR4.64%
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JUST IN: Japan eyes blockchain-based real-time settlement for stock and JGB trades, with a research group formed this summer and a plan to operationalize in the early 2030s. Could reshape cross-border remittance and settlement timelines. $JPY?
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(New Streamer)World Cup Prediction
gate liveLIVE
261
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Iran and Oman Reach a New Understanding; Shorts Take Profit—Use Profit-Protecting Stop Losses! August 26 Bitcoin and Ethereum Strategy
Iranian Deputy Foreign Minister Garibabadi said that, under the new understanding reached between Iran and Oman regarding routes through the Strait of Hormuz, routes entering the Persian Gulf will pass through Iranian waters, while routes leaving the Persian Gulf will pass through Omani and Iranian waters. No warships may pass through the strait; only merchant ships are allowed. Garibabadi said that the understanding between Iran and Oman does not mean the imme
BTC-1.09%
ETH-1.49%
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ConanTrendIsKing:
The market has seen plenty of news, but no clear major bullish catalyst, and altcoins haven’t kept pace with the broader market. So there’s no reason to keep chasing gains. With US-Iran tensions unresolved, Trump could escalate the conflict again—so contrarian shorting may be the way to score big profits!
No big-picture conviction, couldn’t hold on—the profits on this move were paper-thin, but I absolutely loved it. Honestly, sometimes making money isn’t about having a long-term perspective; it’s about the market feeding you, and I just happened to catch this meal.
$OKB That afternoon a few days ago, the market was still grinding out a bottom. Many people were losing patience, but I kept my eyes on 96.30. It was grinding along the bottom without breaking down, with the bottom being repeatedly confirmed. What does that tell us? Someone was defending it below. So I gave the signal to go long and
OKB-3.20%
SOL-4.85%
BNB-1.98%
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new market update
gate liveLIVE
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