Binance Square
#美股休市

美股休市

80,038 views
174 Discussing
加密彤姐
·
--
US stock market is closed, but Hyperliquid is taking orders overnight! Over the weekend, it gobbled up nearly $1 billion, with WTI crude oil and Nasdaq as the main players #一手资讯 Brothers and sisters, the US stock market is closed over the weekend, where's the money going? Hyperliquid has the answer! This weekend, traditional market contracts on-chain captured $914 million in open interest, with traditional assets accounting for about 19%! Who's leading the charge? · 🛢️ WTI Crude Oil: $153.5 million traded, up 1.22% · 📊 Nasdaq 100: $127 million traded, up 0.75% · 📈 S&P 500: $118 million traded, up 0.46% · 💾 Micron Technology: $54.5 million traded, up 4.15% (AI storage giant continues to soar) $PORTAL Even more shocking: In the top 10 holdings on Hyperliquid, 5 are non-crypto assets — S&P, Nasdaq, Brent crude, Nvidia, Micron! The traditional market may be resting over the weekend, but global traders don’t stop. 24/7 nonstop trading, this is the dimensionality reduction strike of on-chain RWA. Who benefits the most behind this? HYPE. All traditional asset contracts are running on Hyperliquid, ETH/USD and BTC/USD are just the appetizers. As crude oil, US stock indexes, and tech stocks get tokenized, HYPE will become the fuel for the 'global asset on-chain entrance'. $PLAY Tong's strategy: · HYPE Spot: Current price around 74, add more on dips to 72-73, target 85-100. · RWA track: Focus on on-chain contracts for MU and NVDA, buy the dip, enjoy the long bull of US stocks + on-chain premium. · Risk control: Traditional assets have low volatility, but liquidity might be insufficient over the weekend, keep leverage under 3x. $H US stock market is closed, but we're still making money. Have you participated in on-chain crude oil/US stock trading? Let's chat in the comments! #美股休市 Follow Tong for daily insights and in-depth analysis. Tong focuses on ETH and BTC as well as altcoin contract spots, come to the chatroom to find me, Tong only shares practical experiences that can help you survive in the market! #Solana治理论坛资源费用提案
US stock market is closed, but Hyperliquid is taking orders overnight! Over the weekend, it gobbled up nearly $1 billion, with WTI crude oil and Nasdaq as the main players
#一手资讯
Brothers and sisters, the US stock market is closed over the weekend, where's the money going? Hyperliquid has the answer! This weekend, traditional market contracts on-chain captured $914 million in open interest, with traditional assets accounting for about 19%!

Who's leading the charge?

· 🛢️ WTI Crude Oil: $153.5 million traded, up 1.22%
· 📊 Nasdaq 100: $127 million traded, up 0.75%
· 📈 S&P 500: $118 million traded, up 0.46%
· 💾 Micron Technology: $54.5 million traded, up 4.15% (AI storage giant continues to soar) $PORTAL

Even more shocking: In the top 10 holdings on Hyperliquid, 5 are non-crypto assets — S&P, Nasdaq, Brent crude, Nvidia, Micron! The traditional market may be resting over the weekend, but global traders don’t stop. 24/7 nonstop trading, this is the dimensionality reduction strike of on-chain RWA.

Who benefits the most behind this? HYPE. All traditional asset contracts are running on Hyperliquid, ETH/USD and BTC/USD are just the appetizers. As crude oil, US stock indexes, and tech stocks get tokenized, HYPE will become the fuel for the 'global asset on-chain entrance'. $PLAY

Tong's strategy:

· HYPE Spot: Current price around 74, add more on dips to 72-73, target 85-100.
· RWA track: Focus on on-chain contracts for MU and NVDA, buy the dip, enjoy the long bull of US stocks + on-chain premium.
· Risk control: Traditional assets have low volatility, but liquidity might be insufficient over the weekend, keep leverage under 3x. $H

US stock market is closed, but we're still making money. Have you participated in on-chain crude oil/US stock trading? Let's chat in the comments!
#美股休市
Follow Tong for daily insights and in-depth analysis. Tong focuses on ETH and BTC as well as altcoin contract spots, come to the chatroom to find me, Tong only shares practical experiences that can help you survive in the market! #Solana治理论坛资源费用提案
Verified
Tonight, the US stock market is closed! Don’t be fooled by the current market stagnation; the whales are definitely planning something late at night! 1️⃣ Low-volume markets are the easiest to manipulate with low costs. Since there’s no big money entering tonight, market depth worsens. The whales only need to deploy minimal funds to either short or pump the market, causing huge volatility in the candlesticks. This isn’t about the market choosing a direction; it's purely a ‘solo ambush.’ 2️⃣ Targeted liquidation of choppy positions. Right now, both long and short contracts are positioned very close. Whales love to drop a quick spike down at midnight when the US market is closed, then instantly pull it back up, selectively blowing up those who think it’s a choppy market and are riding without stop-losses, effectively eating both sides. 3️⃣ Retail traders’ best strategy tonight: turn off the computer and go to sleep! Without the US market leading the way, any sudden spikes or drops tonight are illusions meant to trick you into giving up your capital. Hold onto your spot positions, withdraw all your contracts, and don’t serve the whales any late-night snacks. Are you planning to sleep with no positions, or are you ready to go toe-to-toe with the whales? Feel free to drop your bold predictions in the comments, and let’s see who gets wrecked by morning! #美股休市 #爆仓防范 #短线策略 $BTC
Tonight, the US stock market is closed! Don’t be fooled by the current market stagnation; the whales are definitely planning something late at night!

1️⃣ Low-volume markets are the easiest to manipulate with low costs.
Since there’s no big money entering tonight, market depth worsens. The whales only need to deploy minimal funds to either short or pump the market, causing huge volatility in the candlesticks. This isn’t about the market choosing a direction; it's purely a ‘solo ambush.’

2️⃣ Targeted liquidation of choppy positions.
Right now, both long and short contracts are positioned very close. Whales love to drop a quick spike down at midnight when the US market is closed, then instantly pull it back up, selectively blowing up those who think it’s a choppy market and are riding without stop-losses, effectively eating both sides.

3️⃣ Retail traders’ best strategy tonight: turn off the computer and go to sleep!
Without the US market leading the way, any sudden spikes or drops tonight are illusions meant to trick you into giving up your capital. Hold onto your spot positions, withdraw all your contracts, and don’t serve the whales any late-night snacks.

Are you planning to sleep with no positions, or are you ready to go toe-to-toe with the whales? Feel free to drop your bold predictions in the comments, and let’s see who gets wrecked by morning!

#美股休市 #爆仓防范 #短线策略 $BTC
Girls, I’m seriously about to laugh to death. Today the US stock market closed for the holiday, and the crypto crowd still managed to have a pretty good time. BTC is steady at 61.7K, and ETH even jumped to 1717—up 6%. The hottest one in the room. The afterglow of the 57K Non-Farm Payroll numbers is still hanging around, and before the weekend everyone is digesting that data. But what’s really interesting is that today there’s $2.13B worth of BTC and ETH options expiring and settling. When options expire at that scale, it usually means there could be volatility near the close. Some people are busy rolling their positions, others choose to exercise, and some even take advantage of low liquidity to launch a surprise attack. Over in Europe, things are hitting fresh highs—both the STOXX 600 and DAX30 have reached record highs. Citi says oil prices could fall to 60 by year-end, and the Hormuz Strait impact is easing. Macros are slowly improving, it’s just that crypto hasn’t fully caught up yet. BTC is hovering around 61K: the earlier 58K support was tested three times and never broke, so technically it does look like the bottom is being lifted. But calling it a full bull run is still too early—between 61.5K and 62K there are a lot of sell orders stacked up. With the weekend plus the US stock market off, liquidity will be even thinner. Go into the weekend with a light position—don’t take a big bet on direction. $BTC $ETH #美股休市 #非农 #期权到期
Girls, I’m seriously about to laugh to death. Today the US stock market closed for the holiday, and the crypto crowd still managed to have a pretty good time. BTC is steady at 61.7K, and ETH even jumped to 1717—up 6%. The hottest one in the room. The afterglow of the 57K Non-Farm Payroll numbers is still hanging around, and before the weekend everyone is digesting that data. But what’s really interesting is that today there’s $2.13B worth of BTC and ETH options expiring and settling. When options expire at that scale, it usually means there could be volatility near the close. Some people are busy rolling their positions, others choose to exercise, and some even take advantage of low liquidity to launch a surprise attack. Over in Europe, things are hitting fresh highs—both the STOXX 600 and DAX30 have reached record highs. Citi says oil prices could fall to 60 by year-end, and the Hormuz Strait impact is easing. Macros are slowly improving, it’s just that crypto hasn’t fully caught up yet. BTC is hovering around 61K: the earlier 58K support was tested three times and never broke, so technically it does look like the bottom is being lifted. But calling it a full bull run is still too early—between 61.5K and 62K there are a lot of sell orders stacked up. With the weekend plus the US stock market off, liquidity will be even thinner. Go into the weekend with a light position—don’t take a big bet on direction.

$BTC $ETH #美股休市 #非农 #期权到期
Verified
TSLAUS+0.07%
MUUS+0.91%
SPCXUS+0.72%
Verified
Oh, I forgot to mention, the US stock market is closed today #美股休市
Oh, I forgot to mention, the US stock market is closed today #美股休市
Verified
Gold prices are seeing a slight bounce back, but on the daily chart, it's still a bearish setup. Today is Memorial Day in the US, so the major US stock indices and CME's precious metals, oil, and forex markets are closed for the day, resulting in a lack of overall market liquidity. Keep an eye on resistance levels at 4582 and 4601 above; support levels to watch below are at 4532 and 4502. The overall strategy for the evening is to short at highs $XAU #美股休市 .
Gold prices are seeing a slight bounce back, but on the daily chart, it's still a bearish setup. Today is Memorial Day in the US, so the major US stock indices and CME's precious metals, oil, and forex markets are closed for the day, resulting in a lack of overall market liquidity. Keep an eye on resistance levels at 4582 and 4601 above; support levels to watch below are at 4532 and 4502. The overall strategy for the evening is to short at highs $XAU #美股休市 .
#美股休市 The U.S. stock market is closed today. $SNDK and the two followers behind him had two big surges last night—many people didn’t understand why. Most think it’s just an oversold rebound. Someone even asked Sister Luo: why can you know it would rebound, and why do you have to be in short positions ahead of the U.S. market? The logic is very simple. Once Sister Luo explains it, you’ll understand—she wasn’t confused at all. At 4 p.m., the chart stretched upward for a wave. This is when retail and small-lot investors buy in for a bullish move. Before the U.S. market opens, only retail and small-lot trades are allowed. This change reflects retail investors’ view of the overall trend. After the U.S. market opens, only big accounts and institutions are allowed to trade. That’s why there are two waves of surges from afternoon into the night—and why the second wave directly pulls up by 12%. Sister Luo has always maintained a bearish mindset toward the overall trend. Therefore, even if she knows there will be a rebound and that capital will enter, she still won’t go long—because what she can’t determine is how much capital will come in, and how far the market can be pushed. At most, she sees it reaching the 1500 level. Above that, there are many trapped-position orders, and the operator won’t allow those trapped orders to get an opportunity to break even and escape. So Sister Luo watches the 1500 level for a chance to end the rebound and go short. The price action also matches Sister Luo’s prediction pretty closely. It kept stretching up to around 1496 and then failed to break through. Above 1500 is the four-hour strong resistance, so it needs to remain in a “bait for longs,” where it can trigger a long-leaning surge but not to the point that trapped positions get a chance to exit. Once I explain this to the brothers, everyone will understand why yesterday was mistakenly seen as a “bull is back.” If anyone still doesn’t get it, feel free to discuss in the chat room. #闪迪单日跌12.63% #SpaceX收盘跌破IPO发行价
#美股休市 The U.S. stock market is closed today. $SNDK and the two followers behind him had two big surges last night—many people didn’t understand why. Most think it’s just an oversold rebound. Someone even asked Sister Luo: why can you know it would rebound, and why do you have to be in short positions ahead of the U.S. market?

The logic is very simple. Once Sister Luo explains it, you’ll understand—she wasn’t confused at all.

At 4 p.m., the chart stretched upward for a wave. This is when retail and small-lot investors buy in for a bullish move. Before the U.S. market opens, only retail and small-lot trades are allowed. This change reflects retail investors’ view of the overall trend. After the U.S. market opens, only big accounts and institutions are allowed to trade. That’s why there are two waves of surges from afternoon into the night—and why the second wave directly pulls up by 12%.

Sister Luo has always maintained a bearish mindset toward the overall trend. Therefore, even if she knows there will be a rebound and that capital will enter, she still won’t go long—because what she can’t determine is how much capital will come in, and how far the market can be pushed. At most, she sees it reaching the 1500 level. Above that, there are many trapped-position orders, and the operator won’t allow those trapped orders to get an opportunity to break even and escape. So Sister Luo watches the 1500 level for a chance to end the rebound and go short.

The price action also matches Sister Luo’s prediction pretty closely. It kept stretching up to around 1496 and then failed to break through. Above 1500 is the four-hour strong resistance, so it needs to remain in a “bait for longs,” where it can trigger a long-leaning surge but not to the point that trapped positions get a chance to exit.

Once I explain this to the brothers, everyone will understand why yesterday was mistakenly seen as a “bull is back.” If anyone still doesn’t get it, feel free to discuss in the chat room.
#闪迪单日跌12.63%
#SpaceX收盘跌破IPO发行价
PunyBusinessman:
sister, i am i your chatroom. But you didn't share the entry or told us to enter short if 1500 got rejected
Wall Street is no longer satisfied with just selling Crypto ETFs. E*TRADE, a Morgan Stanley subsidiary, has officially opened spot trading for BTC, ETH, and SOL. Stocks, funds, and crypto can all be viewed in the same account. The most noteworthy thing here is that traditional brokerages are starting to directly take over the users’ entry points of the exchanges. Previously, it was the exchanges trying to bring U.S. stocks into the mix. Now, it’s U.S. stock brokerages bringing crypto into their platform. In the end, both sides will very likely grow into the same kind of thing: One account—trade anything. What may be truly difficult to hold onto going forward might not be the coin price, but users’ habits. #华尔街 #美股休市
Wall Street is no longer satisfied with just selling Crypto ETFs.

E*TRADE, a Morgan Stanley subsidiary, has officially opened spot trading for BTC, ETH, and SOL.

Stocks, funds, and crypto can all be viewed in the same account.

The most noteworthy thing here is that traditional brokerages are starting to directly take over the users’ entry points of the exchanges.

Previously, it was the exchanges trying to bring U.S. stocks into the mix.

Now, it’s U.S. stock brokerages bringing crypto into their platform.

In the end, both sides will very likely grow into the same kind of thing:

One account—trade anything.

What may be truly difficult to hold onto going forward might not be the coin price, but users’ habits.
#华尔街
#美股休市
花轮:
我来报道了,菠萝头
$ETH A stock crash and a coin crash are here. Today’s market is absolutely brutal—how is everyone holding up? Let’s stick together and hunker down… #美股休市
$ETH
A stock crash and a coin crash are here. Today’s market is absolutely brutal—how is everyone holding up? Let’s stick together and hunker down…
#美股休市
金先生聊MEME
·
--
[Replay] 🎙️ ETH upgrade looks for 8500, biding your time for Musk concept Dogecoin
02 h 59 m 09 s · 2.5k listens
Some say that this year’s crypto trading returns are far greater than US stocks. That sounds great, but don’t take it as the answer. The real question is: are you earning your results through your ability, or through your environment? $BTC $ETH represents three different levels of difficulty. BTC and ETH are more directly affected by volatility, while NVDA depends on earnings reports, valuations, AI capital expenditure, and US stock market liquidity. The market will reward those who focus—and punish those who reach out everywhere. #BTC #ETH #美股休市
Some say that this year’s crypto trading returns are far greater than US stocks. That sounds great, but don’t take it as the answer.
The real question is: are you earning your results through your ability, or through your environment?
$BTC $ETH represents three different levels of difficulty.
BTC and ETH are more directly affected by volatility, while NVDA depends on earnings reports, valuations, AI capital expenditure, and US stock market liquidity.
The market will reward those who focus—and punish those who reach out everywhere.
#BTC #ETH #美股休市
Don’t rush to take a directional stance tonight. In this kind of market, it’s very easy to get “harvested.” Just now, the market news bulletin has already sent a very clear signal: the trading environment tonight isn’t “clean.” The U.S. June non-farm payrolls will be released early at 20:30 Beijing time on July 2. And this timing just happens to fall around the U.S. Independence Day holiday. That means the market is entering a typical “liquidity vacuum.” On one hand, releasing the data early compresses the reaction time—there’s almost no buffer to digest any surprise versus expectations, so sentiment is more likely to concentrate and release within a short period. On the other hand, as exchanges under CME—such as metals, energy, and stock index futures—along with ICE crude oil, begin to close early one after another, global market activity is clearly declining. Funds start to gradually withdraw, and liquidity thins out. In such a combined environment, price action often won’t follow a particularly “clean” trend. Instead, amplified volatility is more likely—for example, a sharp rally followed by an equally sharp selloff in a short time, a false breakout followed by a quick reversal, or even the data itself being interpreted in the opposite direction. For the crypto market, Bitcoin and mainstream coins will most likely continue to track sentiment-driven moves in the broader market. But with reduced participation, price action is more prone to distortion, technical patterns lose reference value, and it becomes more of a tug-of-war between emotion and liquidity. Overall, at this time point, the core isn’t directional judgment—it’s the change in market conditions: volatility increases, but follow-through weakens. Both opportunities and risks are magnified at the same time. Managing position size matters more than blindly predicting. $BTC $ETH #非农数据 #U.S. stock market closed
Don’t rush to take a directional stance tonight. In this kind of market, it’s very easy to get “harvested.”
Just now, the market news bulletin has already sent a very clear signal: the trading environment tonight isn’t “clean.”
The U.S. June non-farm payrolls will be released early at 20:30 Beijing time on July 2. And this timing just happens to fall around the U.S. Independence Day holiday. That means the market is entering a typical “liquidity vacuum.”
On one hand, releasing the data early compresses the reaction time—there’s almost no buffer to digest any surprise versus expectations, so sentiment is more likely to concentrate and release within a short period. On the other hand, as exchanges under CME—such as metals, energy, and stock index futures—along with ICE crude oil, begin to close early one after another, global market activity is clearly declining. Funds start to gradually withdraw, and liquidity thins out.
In such a combined environment, price action often won’t follow a particularly “clean” trend. Instead, amplified volatility is more likely—for example, a sharp rally followed by an equally sharp selloff in a short time, a false breakout followed by a quick reversal, or even the data itself being interpreted in the opposite direction.
For the crypto market, Bitcoin and mainstream coins will most likely continue to track sentiment-driven moves in the broader market. But with reduced participation, price action is more prone to distortion, technical patterns lose reference value, and it becomes more of a tug-of-war between emotion and liquidity.
Overall, at this time point, the core isn’t directional judgment—it’s the change in market conditions: volatility increases, but follow-through weakens. Both opportunities and risks are magnified at the same time. Managing position size matters more than blindly predicting.
$BTC $ETH #非农数据 #U.S. stock market closed
In the past few days, the celebrity-coin effect on SOL has also arrived on the BSC chain. This LETO is dubbed the China version of the “white-haired stock god.” They say they’re going to post a long-form article and think it has an angle on the 0.000038 area. It has already doubled: #股市 #美股休市
In the past few days, the celebrity-coin effect on SOL has also arrived on the BSC chain. This LETO is dubbed the China version of the “white-haired stock god.” They say they’re going to post a long-form article and think it has an angle on the 0.000038 area. It has already doubled: #股市 #美股休市
·
--
Bullish
Verified
You nailed it this time! $RKLB.US officially announced an $8 billion acquisition last night $IRDM.US 🚀 The previous post hadn’t even been up for two days when Rocket Lab officially announced it would acquire Iridium for about $8 billion ($54/share, cash + stock). The speed is faster than I expected This essentially means the fundamentals didn’t break—it's just that emotions got to the market The company actually has plenty of cash and strategic patience It moved decisively while the stock price was low, filling in satellite communications capabilities and directly pivoting into a vertically integrated space company After the news landed, the stock price jumped from the low-$80s straight to around $98. It surged more than 15% in a single day. Looking back over the past two weeks: down from 107 to 80, and now today In short: Emotion-driven selloff → fundamental validation To be honest, when it pulled back a couple of days ago, I did add a bit The long-term thesis hasn’t changed—what needs to wait is still waiting DYOR #RKLB #NOKUSDT #ibm #美股休市
You nailed it this time! $RKLB.US officially announced an $8 billion acquisition last night $IRDM.US 🚀

The previous post hadn’t even been up for two days when Rocket Lab officially announced it would acquire Iridium for about $8 billion ($54/share, cash + stock). The speed is faster than I expected

This essentially means the fundamentals didn’t break—it's just that emotions got to the market
The company actually has plenty of cash and strategic patience
It moved decisively while the stock price was low, filling in satellite communications capabilities and directly pivoting into a vertically integrated space company

After the news landed, the stock price jumped from the low-$80s straight to around $98. It surged more than 15% in a single day. Looking back over the past two weeks: down from 107 to 80, and now today

In short: Emotion-driven selloff → fundamental validation

To be honest, when it pulled back a couple of days ago, I did add a bit
The long-term thesis hasn’t changed—what needs to wait is still waiting
DYOR
#RKLB #NOKUSDT #ibm #美股休市
JY762
·
--
Bullish
From 80 to 150 in just over ten trading days in May $RKLB.US 5; then from the high of 150 down to the current 80 in only 20 trading days. This volatility is way too extreme.
RKLB+5.42%
RKLBUS+0.27%
IRDMUS-0.62%
Partly True
Upstream Feasts, Downstream Takes a Hit: The AI Industry Chain Is Reallocating ProfitsThe AI boom isn’t everyone rising together; it’s a real transmission where upstream players feast while downstream players take the hit. Micron rose nearly 14% in after-hours trading yesterday, while Apple fell by more than 5%, becoming the one dragging the Nasdaq down. This isn’t just short-term fluctuation. It’s the result of money being redistributed during this round of massive AI investment. ━━━━━ ◆ ━━━━━ ▶ First, let’s talk about the upstream. Micron Q3 revenue was $41.46 billion; the market expected $35.6 billion. Earnings per share were $25.11, versus an expected $20.7. The Q4 guidance is $4.9–$5.1 billion. Management said demand for high-bandwidth memory in AI chips remains strong.

Upstream Feasts, Downstream Takes a Hit: The AI Industry Chain Is Reallocating Profits

The AI boom isn’t everyone rising together; it’s a real transmission where upstream players feast while downstream players take the hit.
Micron rose nearly 14% in after-hours trading yesterday, while Apple fell by more than 5%, becoming the one dragging the Nasdaq down. This isn’t just short-term fluctuation. It’s the result of money being redistributed during this round of massive AI investment.
━━━━━ ◆ ━━━━━
▶ First, let’s talk about the upstream.
Micron Q3 revenue was $41.46 billion; the market expected $35.6 billion. Earnings per share were $25.11, versus an expected $20.7. The Q4 guidance is $4.9–$5.1 billion. Management said demand for high-bandwidth memory in AI chips remains strong.
MUonAlpha
AAPLUS-0.55%
MUUS+0.91%
Today's market action sent a clear message: risk is back on the table. SpaceX fell 16%, slipping below its IPO price. The Nasdaq lost 1.3%, while Korea's KOSPI pulled back sharply from record highs, with Samsung and SK Hynix leading the decline. This isn't about one stock anymore—investors are repricing the entire tech sector. The shift came after Apple CEO Tim Cook warned that chip prices are expected to rise, forcing markets to rethink AI valuations. At the same time, the Bank of Japan lifted interest rates to their highest level in 31 years, while Fed Governor Waller offered no signs of near-term easing. Tighter liquidity and higher costs are putting pressure on growth stocks. The AI story is still alive, but when expectations get ahead of reality, corrections become part of the process. This pullback may not be over yet. Stay patient, manage your risk, and don't feel pressured to catch every dip. #美股休市 #SpaceX #美股
Today's market action sent a clear message: risk is back on the table.

SpaceX fell 16%, slipping below its IPO price. The Nasdaq lost 1.3%, while Korea's KOSPI pulled back sharply from record highs, with Samsung and SK Hynix leading the decline. This isn't about one stock anymore—investors are repricing the entire tech sector.

The shift came after Apple CEO Tim Cook warned that chip prices are expected to rise, forcing markets to rethink AI valuations. At the same time, the Bank of Japan lifted interest rates to their highest level in 31 years, while Fed Governor Waller offered no signs of near-term easing. Tighter liquidity and higher costs are putting pressure on growth stocks.

The AI story is still alive, but when expectations get ahead of reality, corrections become part of the process.

This pullback may not be over yet. Stay patient, manage your risk, and don't feel pressured to catch every dip.
#美股休市 #SpaceX #美股
🔥Long-term positioning in the AI trillion-dollar computing race, $NBIS is set for a double whammy. Global AI annual capital expenditure is projected to surge to $3-4 trillion, with the company holding a $17 billion long-term contract with Microsoft and backing from Nvidia. {future}(NBISUSDT) Building large-scale data centers in Europe and the US, 4GW of computing power deployed, with a 40% ultra-high profit margin. Institutions are heavily invested and bullish long-term, poised to become a top-tier AI cloud giant. #美股休市 #云计算
🔥Long-term positioning in the AI trillion-dollar computing race, $NBIS is set for a double whammy.

Global AI annual capital expenditure is projected to surge to $3-4 trillion, with the company holding a $17 billion long-term contract with Microsoft and backing from Nvidia.

Building large-scale data centers in Europe and the US, 4GW of computing power deployed, with a 40% ultra-high profit margin. Institutions are heavily invested and bullish long-term, poised to become a top-tier AI cloud giant.

#美股休市 #云计算
Partly True
This Thursday's rebound in US stocks has got me taking a step back to analyze things over the past couple of days. Let me advise you not to FOMO too soon. Intel shot up more than 20% in a single day. A lot of folks are treating this as a mindless buy signal driven by good news. But if you flip through the recent trends of the Philadelphia Semiconductor Index, you'll see that the so-called semiconductor boom is no longer a broad rally. The market is now showing divergence: those with real orders on the books (like Intel's recent deal with Apple for foundry services) are soaring like they've taken some performance-enhancing drugs, while those merely spinning AI stories, but facing overcapacity in the air semiconductor sector, will drop like a rock if their earnings reports miss expectations. / >>> My personal trading logic is: Don’t get lazy with “sector theory.” The market is extremely pragmatic right now, only buying for “visible orders.” Intel's move into foundry (IFS) is essentially taking market share from TSMC; this is real competition for share, far sturdier logic than just pure compute power leasing. Beware of expectation gaps. The market has already priced in Fed rate cut expectations to a threshold. Any hawkish comments from here on out could serve as an excuse to dump. This current rebound feels more like profit-taking and portfolio adjustments before earnings season, rather than the trumpet call for a new bull market. >>> My positioning attitude: I've fragmented my semiconductor positions even more. I continue to hold undervalued leaders in core positions. But I’ll only make satellite bets in segments with clear catalysts, like securing major orders. In this volatile environment, the biggest no-no for a trader is going all-in on a sector bet. Scale your strategy down to the dimensions of earnings reports and supply chain validations to avoid those false pumps. In the coming days, I’ll be watching for confirmations on Intel's foundry business, as well as validation of orders for more AI infrastructure stocks. Only when the logic can be backed up with the books should you consider upping your stake. #美股休市 #半导体
This Thursday's rebound in US stocks has got me taking a step back to analyze things over the past couple of days.

Let me advise you not to FOMO too soon.

Intel shot up more than 20% in a single day.

A lot of folks are treating this as a mindless buy signal driven by good news.

But if you flip through the recent trends of the Philadelphia Semiconductor Index, you'll see that the so-called semiconductor boom

is no longer a broad rally.

The market is now showing divergence: those with real orders on the books (like Intel's recent deal with Apple for foundry services) are soaring like they've taken some performance-enhancing drugs, while those merely spinning AI stories, but facing overcapacity in the air semiconductor sector, will drop like a rock if their earnings reports miss expectations.

/

>>> My personal trading logic is:

Don’t get lazy with “sector theory.”

The market is extremely pragmatic right now, only buying for “visible orders.”

Intel's move into foundry (IFS) is essentially taking market share from TSMC; this is real competition for share,
far sturdier logic than just pure compute power leasing.

Beware of expectation gaps.

The market has already priced in Fed rate cut expectations to a threshold.

Any hawkish comments from here on out could serve as an excuse to dump.

This current rebound feels more like profit-taking and portfolio adjustments before earnings season, rather than the trumpet call for a new bull market.

>>> My positioning attitude:

I've fragmented my semiconductor positions even more.

I continue to hold undervalued leaders in core positions.

But I’ll only make satellite bets in segments with clear catalysts, like securing major orders.

In this volatile environment, the biggest no-no for a trader is going all-in on a sector bet.

Scale your strategy down to the dimensions of earnings reports and supply chain validations to avoid those false pumps.

In the coming days, I’ll be watching for confirmations on Intel's foundry business, as well as validation of orders for more AI infrastructure stocks.

Only when the logic can be backed up with the books should you consider upping your stake.
#美股休市 #半导体
Uninstall all traditional brokerage software, from now on I'm just using $GOOGL #USMarketClosed
Uninstall all traditional brokerage software, from now on I'm just using $GOOGL #USMarketClosed
Article
📈 Snowball Life: Buffett's 70-Year Compounding Legend and the Ultimate Ode to Human Patience 🎉📈 Snowball Life: Buffett's 70-Year Compounding Legend and the Ultimate Ode to Human Patience 🎉 In 1956, the streets of Omaha were still filled with the rustic vibes of the Midwestern plains. A 26-year-old young gun, armed with $105,000 raised from family and friends (💰), quietly planted a seed of capital in his bedroom (🏡) — his investment partnership was born. Faced with partners placing their trust in him, he established three hard and fast rules: "Don’t ask about the investments, don’t pull out, don’t question" 🔍📝. Outside, the Nebraska prairie stretched endlessly 🌾, just like the long, unpaved road to wealth that lay ahead of him — a journey he would embark on for 70 years ⏳.

📈 Snowball Life: Buffett's 70-Year Compounding Legend and the Ultimate Ode to Human Patience 🎉

📈 Snowball Life: Buffett's 70-Year Compounding Legend and the Ultimate Ode to Human Patience 🎉
In 1956, the streets of Omaha were still filled with the rustic vibes of the Midwestern plains. A 26-year-old young gun, armed with $105,000 raised from family and friends (💰), quietly planted a seed of capital in his bedroom (🏡) — his investment partnership was born. Faced with partners placing their trust in him, he established three hard and fast rules: "Don’t ask about the investments, don’t pull out, don’t question" 🔍📝. Outside, the Nebraska prairie stretched endlessly 🌾, just like the long, unpaved road to wealth that lay ahead of him — a journey he would embark on for 70 years ⏳.
Log in to explore more content
Join global crypto users on Binance Square
⚡️ Get latest and useful information about crypto.
💬 Trusted by the world’s largest crypto exchange.
👍 Discover real insights from verified creators.
Email / Phone number