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#AIInfraEarningsWatch
AI infrastructure earnings are showing whether massive spending on GPUs, data centers, networking, memory, and cloud capacity is turning into sustainable profits. Investors will watch AI revenue, margins, capex, backlog, free cash flow, and guidance closely. Strong results could support the AI growth cycle, while weak guidance may trigger valuation concerns.
$NVDA $AMD $AVGO $MU $TSM
#AIInfraEarningsWatch #AI #DataCenters
CLOUD0.10%
NVDA-0.08%
AMD6.46%
AVGO-5.92%
MU2.32%
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$SNDK Let’s talk about SanDisk again.
Even just looking at this chart, you can feel how strong SanDisk is. 1700 is definitely within reach.
The question is whether 1760 will provide some resistance or consolidate.
SNDK7.48%
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MacroNotes:
闪迪这波量能是真猛啊,1760要是能站稳,后面怕不是要奔更高的位置去,不过回调也别太慌。
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Arbitrum unlock watch: 92.65M ARB tokens are scheduled to enter circulation on Aug. 16, worth about $7.2M and roughly 1.4% of the circulating supply. Unlocks can increase short-term selling pressure.
$ARB #Arbitrum #Crypto
ARB-0.96%
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🚨 Approximately $400 million flowed out of Bitcoin ETF funds over the past week.
The vast majority of the outflows came from BlackRock and Fidelity. While the two largest ETF companies are selling BTC aggressively, as I shared today, small investors are accumulating Bitcoin.
A strange situation has emerged now—do you think the small fish will eat the big fish this time? :)
BTC-0.67%
BLK-0.87%
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I’m four man deep in this German 🦈🐶
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$META
Meta’s advertising engine is still accelerating.
The cost of building its next growth engine is now the debate.
Q2 revenue reached $60.8B, up 28% year over year, while advertising revenue increased 27% to $59.4B.
But expenses grew 55% to $42.0B, operating margin contracted from 43% to 31%, and free cash flow fell from $8.55B to $784M.
Meta now expects $130B–$145B in 2026 capital expenditures as it expands the infrastructure required for its AI ambitions.
The legal risk is also becoming harder to ignore.
On August 18, Meta is scheduled to face 29 U.S. states in a major federal trial over
META-0.85%
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$AIO Signal】1H Breakout + Bullish MACD Expansion
$AIO 1H MACD bullish bars have expanded for three consecutive candles, while the price is tracking along the upper Bollinger Band, with dense buy orders around 0.0589. 4H RSI is 75.05, funds are still pushing the price higher, and the order book buy/sell ratio is 0.93, with resistance overhead. OI is stable, spot buying dominates, and sustainability remains to be verified.
🎯Direction: Long (long)
⚡Entry/Limit Order: 0.0587931 - 0.0589700
🛑Stop Loss: 0.0583803
🚀Target 1: 0.0598545
🚀Target 2: 0.0602968
🛡️Trade Management:
- Execution strateg
AIO26.38%
BTC0.27%
ETH0.35%
SOL0.81%
DOS1.06%
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$BTC Signal】Order Book Imbalance, Bears in Control
$BTC Order book depth imbalance at -84.57%, with heavy sell orders and bulls having no power to fight back. 1H RSI at 48.79, with a weak rebound. The 4H MACD bearish histogram continues to expand, while the price runs along the lower Bollinger Band. Funding rate at 0.0063%, with no extreme sentiment evident; bears still have room.
🎯Direction: Short (short)
⚡Entry/Limit Order: 62896.78 - 63010.00
🛑Stop-loss: 63640.10
🚀Target 1: 62064.85
🚀Target 2: 61592.28
🛡️Trade Management:
- Execution strategy: After reaching Target 1, reduce the posit
BTC0.25%
ETH0.35%
SOL0.81%
DOS1.06%
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Government: Bitcoin is a scam,
and below are their fiat price trends.
BTC0.27%
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$AKE I'll go through fire and water for you, Brother Chen!☜
AKE7.41%
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Retail investors waiting for Anthropic’s IPO
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I had just switched the software to the background when the market suddenly started putting on a show. When I came back, the bears had already completely humbled the bulls’ stubbornness at the highs. A few days ago, the afternoon market repeatedly tried to move higher. $ALT looked lively, but actual volume failed to follow, and no one was taking the price higher. I judged this to be more like a bull trap after a weak rebound, so I executed a long near 0.008374.

This move did not chase the sentiment. The price fell back to 0.006014, bringing the floating return to +690.79%. The answer is alr
ALT2.97%
BTC0.25%
ETH0.34%
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💰 Ethereum
Currently, the price is moving according to the scenario outlined in the previous analysis. Considering the overall situation in the cryptocurrency market, my outlook has shifted towards the formation of a global correction, rather than a local one.
The first target for an upward correction is 2400.00, and the second is 3150.00. The trend is downward, so the priority is a decline to 1000.00.
$ETH
ETH0.35%
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$GOOGL#StockTradingShareChallenge
Google's AI Strategy is Changing: DeepMind's Autonomy is Decreasing, Gemini Becomes the Priority Target
Google is radically reshaping its Gemini strategy to avoid falling behind in the AI race. At a time when it's struggling to keep pace with rivals OpenAI and Anthropic, the company is making significant changes to the DeepMind structure, focusing all its efforts around this flagship model.
Management Change and Restructuring
Demis Hassabis, the longtime leader of DeepMind, has stepped down from his operational duties and taken over as president. His deput
GOOGL-0.15%
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Intel's Transformation: Strongest Growth in 15 Years
Intel achieved revenue of $161.3 billion in the second quarter of 2026, representing 25.4% year-over-year growth. This marks the company's highest revenue growth since 2011. Exceeding market expectations (approximately $144 billion), this performance signals a significant milestone in the company's long-running transformation process.
Dynamics of Growth: AI and Data Center
The main driver of growth came from the data center and AI business. Revenue in this segment increased by 59% year-over-year to $62.6 billion. The company reported over 70
INTC-2.04%
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AMD's Record Quarter: Data Center Growth and Market Response
AMD achieved a historic performance in the second quarter of 2026. The company broke its own record by generating $115.4 billion in revenue, representing a 50% increase compared to the same period last year. Behind this success is its strongest segment: the data center business. Revenue from this segment more than doubled year-on-year to $67.2 billion, now accounting for 58% of total revenue. This demonstrates AMD's steady progress towards becoming a leading data center company.
Sources of Growth and New Products
This data center boo
AMD6.46%
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$BTC Long Oppurtunity
Target potential $64K
Busy at work. Long is open.
NFA, DYOR ⚠️
#Crypto #Trading #BTC
BTC0.27%
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Not gonna lie
Didn't expect the fudders to be right on Spritehoods
Worst thing you can do when launching a project, is thinking you don't need marketing
Up from here?
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U.S. Yields Retreat While Stocks Recover! Could Crypto Gain More Momentum?
gate liveLIVE
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