September Summary:
22 days in September so far, with 17 days of profit-taking and 5 days of stop-loss.
Last night the US market was lively again, but the excitement wasn’t there—divergence is still real.
Nasdaq new all-time high +0.45% to 27,244, Dow -0.36%, S&P flat. Out of 7 big tech names, 3 were green and 4 red.
$AAPL briefly touched $5T intraday at $345.34, market cap $5.036T, but it couldn’t hold it into the close, ending at $339.75 on a $4.96T close. Profit-taking is evident.
Storage chips showed strength—$SNDK +6.82% to $1887.04 and $MU +5.00%. Rosenblatt upgraded $SNDK to Buy with a $2400 target, which is why the whole sector is up.
On the crypto side: $BTC around $86.4K–$87K +0.64%, $ETH $2760–$2780. Gold $4395. Brent retreating to $99.12–$99.25.
UBS’s point is right: in the AI theme, capex and growth still have support, but the market isn’t buying the story anymore—it wants real revenue/profit/cash flow.
In the short term, tonight we have the PMI and tomorrow the Trump–Xi summit (Sep 23–25), which will shake up rates and tech.
Do you think $AAPL can hold above $5 trillion?
$AAPL $SNDK $BTC
#BTC冲高$87000加密总市值重返3万亿 #Strategy再度增持财库同步加仓 #闪迪纳入标普100焦点转向AI需求
22 days in September so far, with 17 days of profit-taking and 5 days of stop-loss.
Last night the US market was lively again, but the excitement wasn’t there—divergence is still real.
Nasdaq new all-time high +0.45% to 27,244, Dow -0.36%, S&P flat. Out of 7 big tech names, 3 were green and 4 red.
$AAPL briefly touched $5T intraday at $345.34, market cap $5.036T, but it couldn’t hold it into the close, ending at $339.75 on a $4.96T close. Profit-taking is evident.
Storage chips showed strength—$SNDK +6.82% to $1887.04 and $MU +5.00%. Rosenblatt upgraded $SNDK to Buy with a $2400 target, which is why the whole sector is up.
On the crypto side: $BTC around $86.4K–$87K +0.64%, $ETH $2760–$2780. Gold $4395. Brent retreating to $99.12–$99.25.
UBS’s point is right: in the AI theme, capex and growth still have support, but the market isn’t buying the story anymore—it wants real revenue/profit/cash flow.
In the short term, tonight we have the PMI and tomorrow the Trump–Xi summit (Sep 23–25), which will shake up rates and tech.
Do you think $AAPL can hold above $5 trillion?
$AAPL $SNDK $BTC
#BTC冲高$87000加密总市值重返3万亿 #Strategy再度增持财库同步加仓 #闪迪纳入标普100焦点转向AI需求
