Web3 Alpha Drop 🔥

1. Chip stocks ripping faces off:

$AMD +8%

$INTC +15%

$MU +16%

$SNDK +16%

Semiconductor rally isn't slowing down.

2. $RKLB absolutely nuclear +34%

Someone on Futu claiming $100M profit (probably fake screenshot, but the pump is real)

Q1 revenue $200M, up 63.5% YoY

Backlog doubled, massive contracts signed

3. Yi Lihua cashing out on the bounce

Still bullish AI long-term, no bubble

Retail play: AI equity + stocks

4. Coinbase went dark for 7 hours

Trading, transfers completely frozen

AWS datacenter overheated (classic)

Q1 revenue down 31% to $1.41B

Crypto holdings down $394M unrealized

5. Apple $AAPL + Intel $INTC secret chip deal?

Trump pressuring to ditch TSMC $TSMC

Domestic manufacturing push heating up

Market's rotating hard into semis while CEXs are struggling. Position accordingly.