$NVDA ‌a slight increase of 5-7% is possible💯🚀💲
jump in 💪🤝‌

The AI Infrastructure Carnage: $4.2 Trillion Wiped Out
Marked as "Important," AI Data Center Infrastructure Stocks have shed $4.2 trillion since June amid demand concerns. The tickers show Comfort Systems (FIX) down 1.29% and Corning (GLW) down 4.35%.
This is a staggering and deeply sobering headline that provides crucial context for the recent market volatility. A $4.2 trillion loss in market capitalization is a catastrophic destruction of wealth. It indicates that the market is experiencing a severe "AI Winter" scare or a massive reality check regarding the timeline and profitability of AI

You get up and see this... what do you do?
$BTC

A recovery has no fixed timetable. The key is not how long prices have fallen, but when interest rates and the dollar turn around. This downturn was essentially driven by “sticky inflation → expectations of further Fed rate hikes → rising dollar and Treasury yields,” not a collapse in gold and silver’s supply-and-demand fundamentals. Historically, short-term stabilization and bottoming usually take 1–3 months, while a sustained recovery generally awaits signals of a Fed policy shift and often gradually unfolds 1–2 quarters after rates peak.
I. How much prices have fallen this time, and why
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Down 14%, closed down 4%—the market is more honest than the news

Last night, Nvidia’s price action was worth more than any analyst report. Premarket, it plunged as low as $148.80, down 14.35%, with its market cap falling below $4 trillion—it looked like a collapse was coming. But after the open, retail investors made net purchases of $111 million in 30 minutes, 40 times the usual level, clawing back the losses to 4.34% and closing at $166.19.‌

What’s more interesting is where the money went. Broadcom rose 5.54%, AMD rose 5.86%, Google edged up, and Cerebras surged more than 18% after hours.

The fact that BTC has been sold off almost 30% with no news means that you are trading with zero alfa.
We're all just sitting around a massive roulette table waiting for the ball to stop.

What this really taught me is how much the words “key person” are worth in a valuation

In the past, people tended to view Nvidia as a finely tuned computing-power machine: GPU capacity, the CUDA ecosystem, order visibility, and cash flow. None of these things has changed today. The roadmaps for Rubin Ultra and Feynman are “already in motion,” and Goldman Sachs itself acknowledges that the direct financial impact over the next 12 to 18 months will be “limited.”‌

But the market made one thing clear to everyone overnight: Nvidia’s valuation has always included something that was never priced s

CFO transition, CUDA chief for the long term? The succession plan itself is a risk

Colette Kress, 59, is now serving as interim CEO. She joined Nvidia in 2013 and previously worked at Microsoft, Cisco, and Texas Instruments. She has long co-hosted earnings calls with Jensen Huang. An eToro analyst said she is suited to “stabilizing confidence,” and that assessment is right—a CFO managing the transition is someone investors can understand.

But the problem comes next. Nvidia’s competitive edge comes from its technology roadmap choices: CoWoS packaging, stacked HBM, CPO, and full-rack liquid co

Today's focus: EVAA. Trading strategy: short at high levels. Focus on 3 levels: first at 2.6, second at 2.9, and the third at the high of 3.8. It may not even return to 3.8. These three levels have strong resistance. Enter when a long upper wick appears or during a sharp pump, and open a short position.

$DOT is forming a bullish structure worth watching, and I plan to establish a long position near the current price.
Pending order plan: Buy $DOT
at $0.7382 Position direction: Long $DOT 👇
DOT current reference change: -6.21%
Risk warning: The above is solely a sharing of my personal trading ideas and does not constitute investment advice. Contract trading carries extremely high risks, so please ensure proper position management and stop-loss controls.

Recent snippets from everyday life 🧩
Looking at the market over the past few days, did you buy the dip?
Follow me and I’ll follow you! Looking for mutual follows 🥰
#互关 #互关必回 #互关交友

#Dr.HanOxfordUnionSpeech #Dr.Han牛津辩论社演讲
What struck me most in Dr. Han's "Start Alone" talk at the Oxford Union was not fancy words, but plain words. He told his 13-year path as a path that began with losses while trading through online forums. Not with capital, but with trial and error. That is why his words landed with me.

The summary is clear: You are the boss, AI is the helper. AI gives you speed, drafts a first version, pulls research together. But it does not answer the question "what should we do?" for you. If it does, the work stops being yours.

Today, starting alone is easy, stayin

To optimize the account, it’s best to delete posts like this. I put the search terms in the second screenshot. These posts do help with rankings, but when you post these kinds of keywords on X, the account can easily get flagged. Even now, I can’t easily post these keywords as plain text.

At $87,000, everyone was begging to buy Bitcoin. Now, no one dares to buy. How interesting. $BTC $SOL $ETH

The AI Lawsuit and Market Implications: A Reasoned Look

A lawsuit filed this week in San Francisco Superior Court seeks to halt frontier AI development at OpenAI, Anthropic, Google, Meta, and SpaceX AI until the companies can demonstrate human control over their systems. The plaintiffs are four nonprofit organizations focused on consumer protection and cybersecurity. They are not asking for damages; they are asking for an injunction that would pause training and deployment of the most advanced models. No hearing has been scheduled, no temporary restraining order has been granted, and none of

💰 Gate Square content mining rewards distributed (11.2 – 11.8)

All content mining rewards for this period have been distributed. Users can go to Assets → Spot Account to check their deposits.

Post on Square with trading pair tags or trading cards. Users can earn up to 60% in fee rebates when others click to trade. Keep creating and keep earning.

View address: https://www.gate.com/social-mining-commission
Event details: https://www.gate.com/announcements/article/49475

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