币圈老腊肉1688-kevin

$CAP new cap just launched—can you go long for a short-term trade?

The bulls’ confidence:
Binance just listed the CAP perpetual contract, and in 15 minutes it surged 19%—short-term capital is still active inside, stirring.

The project itself has endorsements from institutions like Franklin Templeton and Susquehanna, so it isn’t pure air.

The bears’ risks:
Right now, circulating supply is only 15.6% of total supply, and FDV is more than 6 times the market cap.

When the unlock happens and it gets dumped, there might not be anyone to catch it. Over the past 24 hours, trading volume was 2.5 times the market cap—typical of wash trading by a larger operator.

The top ten wallet addresses hold 73%—it’s also a highly concentrated, controlled project. It looks like they oversubscribed/overraised, which also suggests selling pressure could be huge?

$MU $SNDK $SKHYNIX Apple price hikes trigger panic! Unisoc-led selloff drags the entire storage sector into chaos

Recently, the sharp drop in Unisoc has been a chain reaction driven by panic over the idea of “Apple’s price increases backfiring on demand,” with sentiment hitting harder than fundamentals.

What happened?

On Friday, Unisoc’s ADR fell by more than 14%, but it wasn’t its own issue—two news items dragged it down:

· Apple price hikes: Citing shortages of storage chips, Apple raised prices significantly for the Mac/iPad, with the highest increase reaching $500. CEO Tim Cook said, “I’ve not seen components go up this fast in 40 years.”

· OpenAI IPO delayed: Considering postponing it to next year or even 2027; the market is worried about an AI valuation bubble

Why did storage stocks get caught in the crossfire?

The market suddenly caught on: Are memory price increases AI’s “tailwind,” or a “cost backlash”?

In the end, higher prices will crush end-demand, which then in turn deals a blow to the chip stocks’ earnings.

Just Thursday, stocks surged three times over after a spike in Micron’s earnings report, but on Friday they flipped immediately. Asian chip stocks saw four out of five days of violent rallies and selloffs—bulls and bears tearing at each other with no end in sight.#铠侠美股ADR跌超14%

$SPCX $SPCXB SpaceX also wants to stand in the light

SpaceX may further expand its business footprint

SpaceX, Musk’s company, has received FTC approval to acquire Mesh, an optical module company founded by three former SpaceX engineers.

The company’s core product, the Alpha C1 optical transceiver, has a transmission rate of 1.6 Tbps. By replacing traditional copper cables with optical signals, it can significantly reduce latency and energy consumption between data centers.

Strategic intent:
This is a key step for SpaceX to fulfill its IPO commitments and advance its “space computing” strategy. Mesh’s founding team is made up of the original personnel behind the Starlink satellite laser communication technology. Their expertise can be used for SpaceX’s terrestrial data centers (under construction in Tennessee and Mississippi), and can also be deployed in future space computing centers such as “Starmind.”

Previously, SpaceX had reached computing power supply agreements with Anthropic, Google, and others. Acquiring Mesh will directly improve the efficiency of its computing infrastructure and open up a new revenue stream.

$SPCX Nad designates sound: SpaceX “enters the S&P” on July 7—do it or not?

Nasdaq confirms that July 7 will officially be added to the Nasdaq 100, with JPMorgan estimating that it brings at least $4.3 billion in passive buy-side demand.

How will the historical script play out? Passive capital inflow can lift the stock price in the short term, but it’s also prone to a spike and then a pullback—arbitrage funds that positioned in advance are likely to hand the shares to the “buyer” index funds on the same day.

Get on board now—don’t wait to chase on July 7. #SpaceX将纳入纳斯达克100指数

$BBX 带着大家一起做多了的

股价已经突然历史新高了

业绩超预期，机构资金进场

回调可以接多

$CBRS NVIDIA’s challenger: after Little NVIDIA has delivered its performance, it undergoes a brief pullback, and now rebounds again—let’s go long together

The reason is that the company has signed a $20 billion partnership agreement with OpenAI.

Meanwhile, it has also reached a partner relationship with AWS, a subsidiary of Amazon, confirming strong market demand for its AI chip technology.

$AGLD rebounds short, ranking first agld

The view has never changed. Welcome to join the Air Force

$VELVET Contract position volume surges

The big players are going long in large positions, and the shorts will get liquidated

Go long with a single position and see—follow the main force and check whether it can push to new highs

$AGLD No. 1 big brother, agld, is being way too gracious, right?

It’s working this fast— I really didn’t expect $AGLD

$AGLD Looks like it has increased so much

But there aren’t many more long positions among the main forces, and the short positions are more

Follow the main forces—enter with a short position and give it a try

$MU $SNDK $MSFT US stock closing summary: valuation reshaped as cost pass-through hits; storage-related shares plunge

Apple and Microsoft both raised prices as storage and memory costs climbed, indicating that AI costs are shifting toward the consumer end. The market worries that price hikes will curb demand and, in turn, erode upstream profits. Adding to this, rumors say OpenAI has delayed its IPO, leading the AI semiconductor sector to undergo a broad re-pricing.

Individual stock performance:
* Micron Technology (MU): Trading value $98.535 billion; down 6.69%.
Driven by the above logic and the broader slump in the storage sector, it led the market lower.

* Apple (AAPL): Trading value $73.989 billion; up 3.14%.
While it announced higher prices for iPads and MacBooks, the latest leak says its new “touchscreen MacBook” will feature the existing M5 chip as a bridge, with an upgrade to the M7 chip not until 2027 to support heavier AI workloads—helping the stock recover.

* Microsoft (MSFT): Trading value $69.017 billion; up 5.71%.
After announcing a price increase for its Xbox console, support came from “Big Short” Michael Burry, who bought long-dated call options—driving a rebound.

* SanDisk (SNDK): Trading value $35.654 billion; down 10.46%.
As a memory/storage concept stock, it was among the worst performers amid bearish sentiment in the sector.

$LLY Eli Lilly rises by more than 5%, hitting a new all-time high, with total market value reaching $1.12 trillion.

$SKHYNIX $SNDK $MU Apple price increase “AI cost alarm”: How long can the memory-stock party last?

Apple has been forced to raise prices for its Mac and iPad across the board by 15%–25% due to a surge in storage costs. Its stock plunged 6% in a single day, and its market value was wiped out by over $180 billion. This warning shot is prompting the market to rethink the logic behind AI memory stocks.

Mixed fortunes aren’t shared: Micron (MU) delivered explosive results—net profit jumped 15-fold, gross margin soared to over 81%, and SanDisk (SNDK) and Western Digital (WDC) also surged in response. Upstream memory manufacturers are enjoying unprecedented pricing power, with long-term contract orders locking prices through 2028.

But concerns are emerging: A strategist at Saxo Bank noted that the market no longer views memory price hikes as an automatic tailwind for AI. High costs are being passed on to cloud service providers (Microsoft, Google) and end consumers, which may curb future AI spending and consumer demand.

Memory makers profit from clearly defined windfall gains in the present, but Apple’s price increases have shaken the belief that “AI demand is unlimited.” When the good news has run its course, it is often precisely when you need to watch for a turning point.
#美光营收激增346%至415亿美元 #苹果股价跌6.1% #苹果全线产品涨价

$XMR XMR trading volume soars 42x

Binance XMR/USDT perpetual contract trading volume surged 42 times within 10 minutes, with $38.67 million in trading volume over the past 24 hours, down 1.26%. Trading volume soars

Generally, this indicates increased market trading activity, or large-sum buying and selling operations, which may be triggered by certain important market changes or news announcements.

$AAPL $SMCI $HPE Apple Shares Crash Hard on Hardware Stocks; Storage Price Hikes “Rob the Poor to Benefit the Rich”—Who’s Exposed?

Apple’s stock plunged 6% in a single day, wiping out over $180 billion in market value. It’s a direct warning shot to the market—if even the world’s strongest consumer-electronics giant can’t withstand cost pressures, what chance do the rest have?

First, Super Micro Computer (SMCI) was hit the hardest. Its server business has storage costs accounting for as much as 40%—its gross margin was driven down to single digits. Revenue may have risen, but the profit mostly went to Micron. It’s a textbook case of “taking losses to earn attention.”

Second, Hewlett-Packard (HPQ) and HPE are just getting passively beaten. One focuses purely on PCs, while the other targets enterprise servers. Their businesses are relatively single-track, and there’s no compelling AI narrative. When costs rise, they can only absorb the hit or raise prices—but terminal consumers simply don’t buy it, leaving them in an even more awkward position than Apple.

Dell (DELL) is relatively least affected. It has $43 billion worth of backlog orders for AI servers as protection. It can also sign long-term supply agreements and push price increases downstream. There’s still pressure, but at least it can hold.

Apple’s plunge is a warning signal of “demand destruction.” In this cycle, traditional hardware without an AI shield is basically “the one who pays the bill” for upstream suppliers.

The market only rewards leaders with strong pricing power. Whoever can’t pass costs along gets hit the hardest.#苹果股价跌6.1%

$SKHYNIX $SAMSUNG $DRAM Sidecar Goes Off—Gold Everywhere? South Korea’s Stock “Programmer” Forced to Clock Out

On June 23, South Korea’s exchange KOSPI 200 futures took a tumble of more than 5%, immediately triggering the legendary “Sidecar” mechanism—automated sell orders were forced to “stand by” for 5 minutes.

This isn’t a circuit breaker. It’s more like a “tightening headband” for algorithmic trading. Trigger condition: if futures rise/fall by more than 5% versus the previous day’s close, and the move lasts for 1 minute, then the automated buying/selling orders in the corresponding direction must be halted for 5 minutes.

That strike in the morning directly shut down the automated “machine-gun” for selling—but it couldn’t stop the spot market at all. Retail margin leveraged positions were caught in a chain of liquidations. The KOSPI index fell more than 8% in the afternoon, triggering a circuit breaker, and the whole day collapsed by 9.99%.

Sidecar is like a “pause button,” but it only treats the symptom for algorithmic trading—it can’t cure market panic. It stops the machines, but it can’t stop the panicked people.#韩国KOSPI200期货跌5%启动Sidecar

$MU $SNDK $DRAM U.S. stock market close recap: Micron’s earnings far exceeded expectations, driving a broad rebound across semiconductor and technology stocks

1. Micron Technology (MU.US): Trading volume was $98.138 billion, up 15.74%. Third-quarter earnings and strategy delivered全面ly above expectations. Long-term customer contracts and advance payment models help solidify the profit floor, signaling that memory chips have shifted from traditional commodity exposure to becoming strategic assets in the AI era.

2. SanDisk (SNDK.US): Trading volume was $33.413 billion, up 21.97%. Citigroup is bullish on the outlook for NAND flash memory prices, raising its target price to $2,500 and initiating a 90-day short-term upward momentum watch.

3. Apple (AAPL.US): Trading volume was $29.624 billion, down 6.12%. Due to a shortage of storage chips, the company implemented the highest global price increase of up to $300 for products including Mac and iPad. Meanwhile, the company adjusted its chip strategy: after releasing a base version M6 this year, it will skip the high-end version and instead launch the AI-focused M7 high-end chip series in 2027.

4. NVIDIA (NVDA.US): Trading volume was $29.036 billion, down 1.64%.

5. Microsoft (MSFT.US): Trading volume was $22.89 billion, down 3.46%. Affected by soaring component costs, the company announced that it will raise the Xbox console price starting August 1 (an increase of $100–$150) and will discontinue the 2TB model.

6. Amazon (AMZN.US): Trading volume was $17.359 billion, down 3.10%. EU regulators emphasized that Amazon Web Services (AWS) is a key gateway for enterprises to connect with EU customers.