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🇨🇳 Crypto Morning News | September 1, 2026
$BNB 🧧🧧
📊 Market Pulse
At the start of September, the market is still experiencing high-level consolidation.
$BTC is currently about $77,800–$78,700, $ETH about $2,450–$2,470, and $SOL about $102–$103.
After the strong rally in August, the market began to digest realized profits, but BTC has continued to hold above $77K. Meanwhile, capital is flowing again into certain large altcoins.
🔥 ETF Funds Reflow
U.S. spot Bitcoin ETFs recorded about $217M in net inflows on August 31, with BlackRock IBIT contributing about $206M.
On the same day, spot Ethereum ETFs also saw about $87.7M in net inflows, continuing positive flows for 11 consecutive trading days.
This suggests institutional capital has not completely pulled out due to the late-August adjustment.
🐂 Strategy Rebuys Bitcoin
Michael Saylor’s Strategy ended its nearly two-month pause and bought an additional 4,603 BTC, worth about $369.7M, with an average price around $80,318.
Strategy currently holds about 845,050 BTC, reclaiming its position as one of the most prominent corporate Bitcoin buyers in the market.
🚀 Altcoins Begin to Rotate
What’s worth watching today is not just a BTC move up, but capital starting to look for new breakout directions.
$ARB saw a strong rebound of more than 30%, with trading volume clearly expanding; meanwhile, Bitwise’s spot XRP ETF assets have already surpassed $500M.
💵 Stablecoins Continue to Expand
Ripple’s $RLUSD market cap has exceeded $2B, with more than $1B of the supply located on the XRP Ledger.
This indicates that stablecoins, RWA, and on-chain settlement are continuing to move closer to institutional financial infrastructure.
Bitcoin Foundation
🌍 Macros Risks Heat Up Again
New risks are emerging from escalating U.S.–Iran developments. Supply risks in the Strait of Hormuz are pushing oil prices higher, and Brent briefly rose to about $92.
If energy prices keep climbing, inflation and expectations for Fed rate cuts may be affected again—one of the biggest macro variables for the September market.
👀 What to Watch Next
📌 JOLTS employment data
📌 Friday: U.S. Nonfarm Payrolls
📌 ETF fund flows
📌 CLARITY Act progress
📌 Whether BTC can reclaim and hold above $80K
📌 Capital rotation in the ARB and RWA sectors
One-sentence summary:
The explosive surge in August hasn’t ended the market story—September just changed the battlefield.
ETF reflows → Strategy buys BTC again → XRP ETF breaks $500M → RLUSD breaks $2B → altcoins begin rotating.
#1688家族family
$BNB 🧧🧧
📊 Market Pulse
At the start of September, the market is still experiencing high-level consolidation.
$BTC is currently about $77,800–$78,700, $ETH about $2,450–$2,470, and $SOL about $102–$103.
After the strong rally in August, the market began to digest realized profits, but BTC has continued to hold above $77K. Meanwhile, capital is flowing again into certain large altcoins.
🔥 ETF Funds Reflow
U.S. spot Bitcoin ETFs recorded about $217M in net inflows on August 31, with BlackRock IBIT contributing about $206M.
On the same day, spot Ethereum ETFs also saw about $87.7M in net inflows, continuing positive flows for 11 consecutive trading days.
This suggests institutional capital has not completely pulled out due to the late-August adjustment.
🐂 Strategy Rebuys Bitcoin
Michael Saylor’s Strategy ended its nearly two-month pause and bought an additional 4,603 BTC, worth about $369.7M, with an average price around $80,318.
Strategy currently holds about 845,050 BTC, reclaiming its position as one of the most prominent corporate Bitcoin buyers in the market.
🚀 Altcoins Begin to Rotate
What’s worth watching today is not just a BTC move up, but capital starting to look for new breakout directions.
$ARB saw a strong rebound of more than 30%, with trading volume clearly expanding; meanwhile, Bitwise’s spot XRP ETF assets have already surpassed $500M.
💵 Stablecoins Continue to Expand
Ripple’s $RLUSD market cap has exceeded $2B, with more than $1B of the supply located on the XRP Ledger.
This indicates that stablecoins, RWA, and on-chain settlement are continuing to move closer to institutional financial infrastructure.
Bitcoin Foundation
🌍 Macros Risks Heat Up Again
New risks are emerging from escalating U.S.–Iran developments. Supply risks in the Strait of Hormuz are pushing oil prices higher, and Brent briefly rose to about $92.
If energy prices keep climbing, inflation and expectations for Fed rate cuts may be affected again—one of the biggest macro variables for the September market.
👀 What to Watch Next
📌 JOLTS employment data
📌 Friday: U.S. Nonfarm Payrolls
📌 ETF fund flows
📌 CLARITY Act progress
📌 Whether BTC can reclaim and hold above $80K
📌 Capital rotation in the ARB and RWA sectors
One-sentence summary:
The explosive surge in August hasn’t ended the market story—September just changed the battlefield.
ETF reflows → Strategy buys BTC again → XRP ETF breaks $500M → RLUSD breaks $2B → altcoins begin rotating.
#1688家族family
光明社区-杨乐
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September, the joy of a long-awaited reunion🈷️
We will surely meet again in the golden autumn
Shining bright⚡️
#LUCiC
We will surely meet again in the golden autumn
Shining bright⚡️
#LUCiC
叮噹-Doraemon
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Earnings-Release Options Playbook | After Nvidia, another major headline! Can growth in Broadcom’s custom AI chips beat expectations?
$Broadcom (AVGO.US)$ will release its FY2026 third-quarter earnings after the market close on Wednesday, September 2 (Eastern Time). This is a key milestone for the acceleration of its AI business this fiscal year.
In the AI compute power industry chain, $Nvidia (NVDA.US)$ has long remained at the center of market attention with its general-purpose GPUs; $Broadcom (AVGO.US)$ has taken a different route—designing custom AI chips for large technology companies—building distinct competitive barriers in a niche market.
In late August, Nvidia has just delivered a strong earnings report: its data center business continues to lead the way, and the market’s enthusiasm for AI infrastructure spending has received a temporary validation. Right after that, Broadcom will release its earnings. Market attention quickly turns to this AI-customized chip leader: whether AI revenue can move from guidance to actual delivery will directly test the quality of this differentiated strategy.
In the AI compute power industry chain, $Nvidia (NVDA.US)$ has long remained at the center of market attention with its general-purpose GPUs; $Broadcom (AVGO.US)$ has taken a different route—designing custom AI chips for large technology companies—building distinct competitive barriers in a niche market.
In late August, Nvidia has just delivered a strong earnings report: its data center business continues to lead the way, and the market’s enthusiasm for AI infrastructure spending has received a temporary validation. Right after that, Broadcom will release its earnings. Market attention quickly turns to this AI-customized chip leader: whether AI revenue can move from guidance to actual delivery will directly test the quality of this differentiated strategy.
灼见
·
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🔥 BTC has just completed one of the strongest months of 2026 so far, but the rules of the game in September may have changed.
In August, $BTC surged from the 60K range all the way through 80K, with a monthly gain of nearly 25%.
If you only look at price, it’s a very beautiful rebound.
But as we enter September, I’m actually starting to pay less attention to the “next breakout.”
That’s because the market is showing three notable changes:
① BTC has returned to around the 78K area, and upside momentum is starting to cool
② BTC spot ETFs have ended nine consecutive trading days of net inflows—an obvious pause appears in institutional buying for the first time
③ Binance’s BTC reserves have risen to near the highest level this year, and potential sell pressure is worth watching
More importantly:
Macroeconomic variables are back.
The market is re-evaluating the Fed’s policy for September, and the upcoming US employment data and CPI are likely to directly affect the direction of risk assets in the next phase.
So in the first week of September, I won’t rush to guess when BTC will break above 80K again.
I’d rather watch:
👀 During BTC pullbacks, is there real spot demand stepping in
👀 Can ETH continue to maintain relative strength
👀 When BTC is consolidating, can BNB and other major coins move independently
August was about:
BREAKOUT.
The first phase of September may be about:
CONFIRMATION.
A truly strong bull market isn’t just about how fast it can rise.
You also have to see—
After it rallies, can it hold.
👇 Who do you like most for relative performance in September?
BTC / ETH / BNB?
#BTC #ETH #BNB
In August, $BTC surged from the 60K range all the way through 80K, with a monthly gain of nearly 25%.
If you only look at price, it’s a very beautiful rebound.
But as we enter September, I’m actually starting to pay less attention to the “next breakout.”
That’s because the market is showing three notable changes:
① BTC has returned to around the 78K area, and upside momentum is starting to cool
② BTC spot ETFs have ended nine consecutive trading days of net inflows—an obvious pause appears in institutional buying for the first time
③ Binance’s BTC reserves have risen to near the highest level this year, and potential sell pressure is worth watching
More importantly:
Macroeconomic variables are back.
The market is re-evaluating the Fed’s policy for September, and the upcoming US employment data and CPI are likely to directly affect the direction of risk assets in the next phase.
So in the first week of September, I won’t rush to guess when BTC will break above 80K again.
I’d rather watch:
👀 During BTC pullbacks, is there real spot demand stepping in
👀 Can ETH continue to maintain relative strength
👀 When BTC is consolidating, can BNB and other major coins move independently
August was about:
BREAKOUT.
The first phase of September may be about:
CONFIRMATION.
A truly strong bull market isn’t just about how fast it can rise.
You also have to see—
After it rallies, can it hold.
👇 Who do you like most for relative performance in September?
BTC / ETH / BNB?
#BTC #ETH #BNB
路人1688-luren
·
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Closing the book and looking back at oneself—how can it not be like this? On the road of life, every fork is rewritten by a single choice. But no matter what, you must clench your teeth and keep moving forward with a smile, because this is your own unique life.$BNB
正乾商学--四条2
·
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🧧🧧🧧Keep an eye on it bit by bit, like it, and we’ll all help each other out🎁🎁🎁#英伟达拟向联发科投资35亿美元 #美国加密关联股指8月涨8.81%
Three Trading Rules:
First Rule: Manage Risk: Your primary task is to stay at the table.
“Investing isn’t about proving you’re right—it’s about making money.”
Second Rule: Trust the Process: the trading system.
Separate decisions from outcomes.
Third Rule: Take Control of Yourself (manage your emotions).
Your greatest enemy is yourself.
Three Trading Rules:
First Rule: Manage Risk: Your primary task is to stay at the table.
“Investing isn’t about proving you’re right—it’s about making money.”
Second Rule: Trust the Process: the trading system.
Separate decisions from outcomes.
Third Rule: Take Control of Yourself (manage your emotions).
Your greatest enemy is yourself.
长得帅不如跑的快1688
·
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🔥 BTC just finished one of its strongest months of 2026 — but September may be a completely different game.
In August, $BTC rallied from the $60K area to above $80K, gaining nearly 25% for the month.
A powerful comeback.
But entering September, I’m less interested in predicting the next breakout.
Three signals now deserve attention:
① BTC has pulled back toward the $78K area as momentum cools
② Spot BTC ETFs just ended a 9-day inflow streak, showing the first meaningful pause in institutional buying
③ BTC reserves on Binance have climbed toward their highest levels of 2026, creating another potential source of sell-side pressure
And there’s an even bigger variable:
MACRO is back.
Markets are repricing expectations around the Fed, while upcoming U.S. employment data and CPI could become major catalysts for risk assets.
So I’m not asking:
“When will BTC break $80K again?”
I’m watching:
👀 Is real spot demand buying the pullback?
👀 Can ETH maintain relative strength?
👀 Can BNB and other majors outperform while BTC consolidates?
August was about:
BREAKOUT.
The first phase of September may be about:
CONFIRMATION.
A strong bull market isn’t defined only by how fast it can rally.
The real test comes AFTER the rally:
Can it HOLD?
👇 Which one do you expect to show the strongest relative performance in September?
BTC / ETH / BNB?
#BTC #ETH #BNB
In August, $BTC rallied from the $60K area to above $80K, gaining nearly 25% for the month.
A powerful comeback.
But entering September, I’m less interested in predicting the next breakout.
Three signals now deserve attention:
① BTC has pulled back toward the $78K area as momentum cools
② Spot BTC ETFs just ended a 9-day inflow streak, showing the first meaningful pause in institutional buying
③ BTC reserves on Binance have climbed toward their highest levels of 2026, creating another potential source of sell-side pressure
And there’s an even bigger variable:
MACRO is back.
Markets are repricing expectations around the Fed, while upcoming U.S. employment data and CPI could become major catalysts for risk assets.
So I’m not asking:
“When will BTC break $80K again?”
I’m watching:
👀 Is real spot demand buying the pullback?
👀 Can ETH maintain relative strength?
👀 Can BNB and other majors outperform while BTC consolidates?
August was about:
BREAKOUT.
The first phase of September may be about:
CONFIRMATION.
A strong bull market isn’t defined only by how fast it can rally.
The real test comes AFTER the rally:
Can it HOLD?
👇 Which one do you expect to show the strongest relative performance in September?
BTC / ETH / BNB?
#BTC #ETH #BNB
心月势不可挡
·
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On the 27th of the month, at Bitcoin Asia 2026 in Hong Kong, CZ said: Bitcoin reaching one million dollars doesn’t require 25 years—it will happen faster. It will eventually surpass gold.
·
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🎙️ Qi returns to its origin, destiny is not lent out, thoughts do not follow others, light does not appear outwardly, people have boundaries, each walks its own linebnb
End
02 h 13 m 27 s
7.8k
16
晚风Vesper_1688
·
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☀️Good morning in September, rushing to a brand-new autumn chapter🍂
I send the first wish of September to every fellow traveler.
May we stay healthy, hold good luck in our hands, always be filled with joy, and be treated gently by the world✨.
The market rises and falls, cycles come and go📊,
Don’t worry about short-term fluctuations—hold on to inner steadiness and your rhythm.
Give patience to time, and quietly wait for the surprises and preferences that belong to us.
In the new month, let it all settle and gather strength—set off calmly toward the road ahead💫.
#交易心理
#MichaelSaylor暗示增持BTC
#1688家族family
I send the first wish of September to every fellow traveler.
May we stay healthy, hold good luck in our hands, always be filled with joy, and be treated gently by the world✨.
The market rises and falls, cycles come and go📊,
Don’t worry about short-term fluctuations—hold on to inner steadiness and your rhythm.
Give patience to time, and quietly wait for the surprises and preferences that belong to us.
In the new month, let it all settle and gather strength—set off calmly toward the road ahead💫.
#交易心理
#MichaelSaylor暗示增持BTC
#1688家族family
520龙行天下
·
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🔥DSC Poseidon｜Binance Square AMA Special Is Now Open✨
⏰ September 1, tonight 20:30–24:00
Tune in to the 520 Dragon Soars Across the Land live room!
In-depth coverage of the global DSC Poseidon ecosystem—breaking down the core advantages of the public chain and its development roadmap. Live, real-time Q&A with audience interaction on site 💬
Join industry peers to explore new opportunities for Web3 public chains together. Tons of live-stream interaction rewards—surprises keep coming 🎁
Everyone is warmly invited to arrive on time—see you there!
#DSC #波塞冬 #币安广场AMA
⏰ September 1, tonight 20:30–24:00
Tune in to the 520 Dragon Soars Across the Land live room!
In-depth coverage of the global DSC Poseidon ecosystem—breaking down the core advantages of the public chain and its development roadmap. Live, real-time Q&A with audience interaction on site 💬
Join industry peers to explore new opportunities for Web3 public chains together. Tons of live-stream interaction rewards—surprises keep coming 🎁
Everyone is warmly invited to arrive on time—see you there!
#DSC #波塞冬 #币安广场AMA
路人1688-luren
·
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The harsher you are, the more worth befriending you become
People truly worth building a deep relationship with often aren’t that “easy to talk to”: they dare to refuse, dare to put the ugly truth up front, and when the relationship is about to get out of control, they know how to hit the brakes.
Many people, when they’re young, choose friends and are especially easily moved by the phrase “good temper.”
They smile at everyone, help with anything, and when others make requests they say “no problem.” Being around them feels like there’s zero pressure.
But over time, you’ll find that this kind of overly accommodating person can sometimes be the most exhausting. They agree quickly with words, while their frustrations keep piling up inside; they may seem to understand everything in front of you, but behind your back they might flip through old accounts again.
Many people, when they’re young, choose friends and are especially easily moved by the phrase “good temper.”
They smile at everyone, help with anything, and when others make requests they say “no problem.” Being around them feels like there’s zero pressure.
But over time, you’ll find that this kind of overly accommodating person can sometimes be the most exhausting. They agree quickly with words, while their frustrations keep piling up inside; they may seem to understand everything in front of you, but behind your back they might flip through old accounts again.
币圈淘金小旋风
·
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$BTC $ETH $BNB Today’s crypto market update—let’s talk about it
!
Overall, the market is still being battered by expectations of Federal Reserve rate hikes. Bitcoin (BTC) is barely holding up and fluctuating under pressure, while Ethereum (ETH) is much weaker and clearly can’t keep pace with Bitcoin. The broader market didn’t see a one-direction surge or collapse—just grinding back and forth, with neither bulls nor bears able to fully take the upper hand.🔥
U.S. Treasury yields remain high, and the market has been constantly worried about the September rate-hike decision. Funds don’t dare to move in aggressively, and trading volume hasn’t really picked up either. The moment a negative headline hits, smaller coins fall even harder. In the futures/contracts market, positions get liquidated by the batch from time to time—friends trading with leverage are losing far more than a few of them.🔥
Right now, macro news is driving the price action. As long as BTC holds key support, the broader market can stay in a range-bound fluctuation. But once that support is broken, the room for a pullback will open up. ETH is currently just following BTC’s rhythm and is unlikely to show an independent trend.🔥
In this phase, please never get carried away. Don’t panic and bottom-fish just because prices are falling. And don’t chase just because there’s a small rebound. The news landscape has too many uncertainties—any single data release could easily disrupt the trend. Control your position sizing; try to avoid leverage as much as possible, and be patient until the direction becomes clear before making a move.🔥#俄罗斯9月1日启动数字卢布大规模推广 #比特币守稳78000美元上方 #MichaelSaylor暗示增持BTC
!
Overall, the market is still being battered by expectations of Federal Reserve rate hikes. Bitcoin (BTC) is barely holding up and fluctuating under pressure, while Ethereum (ETH) is much weaker and clearly can’t keep pace with Bitcoin. The broader market didn’t see a one-direction surge or collapse—just grinding back and forth, with neither bulls nor bears able to fully take the upper hand.🔥
U.S. Treasury yields remain high, and the market has been constantly worried about the September rate-hike decision. Funds don’t dare to move in aggressively, and trading volume hasn’t really picked up either. The moment a negative headline hits, smaller coins fall even harder. In the futures/contracts market, positions get liquidated by the batch from time to time—friends trading with leverage are losing far more than a few of them.🔥
Right now, macro news is driving the price action. As long as BTC holds key support, the broader market can stay in a range-bound fluctuation. But once that support is broken, the room for a pullback will open up. ETH is currently just following BTC’s rhythm and is unlikely to show an independent trend.🔥
In this phase, please never get carried away. Don’t panic and bottom-fish just because prices are falling. And don’t chase just because there’s a small rebound. The news landscape has too many uncertainties—any single data release could easily disrupt the trend. Control your position sizing; try to avoid leverage as much as possible, and be patient until the direction becomes clear before making a move.🔥#俄罗斯9月1日启动数字卢布大规模推广 #比特币守稳78000美元上方 #MichaelSaylor暗示增持BTC
白鲨观点
·
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During lunch, I talked with a friend about stop-loss. He said that recently, because he didn’t set a stop-loss again, one trade ended up down 20%, and now he’s just “playing dead.”
When I first entered the industry, I was the same. I thought that a stop-loss only meant admitting defeat—if I didn’t sell, there was still hope that the price would rebound. So what happens instead? Usually, a small loss grows into a big loss, a big loss turns into a deep drawdown, and in the end you stop looking at it altogether—calling it “value investing” with a fancy name.
Only after suffering losses again and again did I finally understand: stop-loss isn’t surrender. It’s survival.
Think about it: if you make ten trades—say you’re right five times and wrong five times—then as long as when you’re wrong you lose less each time, and when you’re right you gain more, you can still come out ahead overall. But if you don’t stop-loss, then being wrong just once could wipe out all the gains from the previous nine.
In trading, staying alive matters more than anything.
Many people like to see how many times others have profited, thinking that’s what “real skill” looks like. But that’s not it. The truly great ones are the people who are still in the game after ten or eight years. They may not make money as quickly, and they rarely have overnight-fortune myths, but they move steadily—and they go the distance.
“Fast” and “steady” are always a choice.
Choose fast, and you might look great for a while;
Choose steady, and you’re the one who makes it to the end.
$BTC #BinanceSquare #BTC #交易心得分享
When I first entered the industry, I was the same. I thought that a stop-loss only meant admitting defeat—if I didn’t sell, there was still hope that the price would rebound. So what happens instead? Usually, a small loss grows into a big loss, a big loss turns into a deep drawdown, and in the end you stop looking at it altogether—calling it “value investing” with a fancy name.
Only after suffering losses again and again did I finally understand: stop-loss isn’t surrender. It’s survival.
Think about it: if you make ten trades—say you’re right five times and wrong five times—then as long as when you’re wrong you lose less each time, and when you’re right you gain more, you can still come out ahead overall. But if you don’t stop-loss, then being wrong just once could wipe out all the gains from the previous nine.
In trading, staying alive matters more than anything.
Many people like to see how many times others have profited, thinking that’s what “real skill” looks like. But that’s not it. The truly great ones are the people who are still in the game after ten or eight years. They may not make money as quickly, and they rarely have overnight-fortune myths, but they move steadily—and they go the distance.
“Fast” and “steady” are always a choice.
Choose fast, and you might look great for a while;
Choose steady, and you’re the one who makes it to the end.
$BTC #BinanceSquare #BTC #交易心得分享
可可529
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Today (August 31) is the deadline for the official delisting of USDT by digital bank Revolut. The platform will automatically convert users’ remaining USDT holdings into fiat currency based on the exchange rate of that day. This is another landmark event highlighting the ongoing tightening of European crypto compliance.
Meanwhile, the G20 finance ministers and central bank governors meeting is being held today in North Carolina, following up on last week’s Jackson Hole meeting—global inflation and the direction of monetary policy are worth watching.
In addition, the NFT collateral lending platform NFTfi officially ended operations today and took its front-end website offline; the all-in-one token deployment platform Printr also ceased all operations today.
Meanwhile, the G20 finance ministers and central bank governors meeting is being held today in North Carolina, following up on last week’s Jackson Hole meeting—global inflation and the direction of monetary policy are worth watching.
In addition, the NFT collateral lending platform NFTfi officially ended operations today and took its front-end website offline; the all-in-one token deployment platform Printr also ceased all operations today.
大丽7613
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The arrival of Niu drove the entire primary market
When the contract announcement came out, I thought that under normal trading logic there should be a shakeout, but there wasn’t
I thought the market probably wouldn’t be this fomo-driven; it should have been built by the big players themselves
After the contract came out, the big players ate a wave of short orders too, and then it went down—so they basically got a full fill
This kind of setup doesn’t require heavy control; retail investors are enough, and there’s enough discussion. In fact, it’s the one that makes the most money
When the contract announcement came out, I thought that under normal trading logic there should be a shakeout, but there wasn’t
I thought the market probably wouldn’t be this fomo-driven; it should have been built by the big players themselves
After the contract came out, the big players ate a wave of short orders too, and then it went down—so they basically got a full fill
This kind of setup doesn’t require heavy control; retail investors are enough, and there’s enough discussion. In fact, it’s the one that makes the most money
叮噹-Doraemon
·
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Earnings-Release Options Playbook | After Nvidia, another major headline! Can growth in Broadcom’s custom AI chips beat expectations?
$Broadcom (AVGO.US)$ will release its FY2026 third-quarter earnings after the market close on Wednesday, September 2 (Eastern Time). This is a key milestone for the acceleration of its AI business this fiscal year.
In the AI compute power industry chain, $Nvidia (NVDA.US)$ has long remained at the center of market attention with its general-purpose GPUs; $Broadcom (AVGO.US)$ has taken a different route—designing custom AI chips for large technology companies—building distinct competitive barriers in a niche market.
In late August, Nvidia has just delivered a strong earnings report: its data center business continues to lead the way, and the market’s enthusiasm for AI infrastructure spending has received a temporary validation. Right after that, Broadcom will release its earnings. Market attention quickly turns to this AI-customized chip leader: whether AI revenue can move from guidance to actual delivery will directly test the quality of this differentiated strategy.
In the AI compute power industry chain, $Nvidia (NVDA.US)$ has long remained at the center of market attention with its general-purpose GPUs; $Broadcom (AVGO.US)$ has taken a different route—designing custom AI chips for large technology companies—building distinct competitive barriers in a niche market.
In late August, Nvidia has just delivered a strong earnings report: its data center business continues to lead the way, and the market’s enthusiasm for AI infrastructure spending has received a temporary validation. Right after that, Broadcom will release its earnings. Market attention quickly turns to this AI-customized chip leader: whether AI revenue can move from guidance to actual delivery will directly test the quality of this differentiated strategy.
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