Seven帝

$MUB $MU

Micron was previously subject to strict restrictions on share buybacks because it accepted subsidies under the U.S. CHIPS Act. These restrictions expire on December 9, 2026.‌
With more than $60 billion in free cash flow, it all comes down to how many shares it plans to buy back and retire.
The positive news may be priced in ahead of time. If the stock keeps falling, consider prioritizing buying the dip.

Crude oil: Closed the short at $CL . Nobody knows whether Trump will strike Iran.
If it goes up, keep shorting.

$PONS If you're going to run, hurry up and do it. Stop dragging your feet and don't mess with the timing of the price pump.

$INTC $INTCB Intel is in position. You can take an initial position ahead of time; there should be a big rebound.

$PEOPLE $PNUT The Power of the People: Is there no excitement at all about the midterm elections?

I sold some at higher levels and bought back in today. Even though protocol revenue is lower again, the volatility is still decent. Trading the swings well can help me break even, and my cost basis of 0.6 keeps coming down. After lowering it about three more times, I should start making a profit 😅

I previously thought Intel would have to drop to 55 before it was worth buying the dip. The bottom was higher, at 57, and there should be a decent rebound. $INTC

$PONS protocol revenue has plunged to almost nothing, hitting rock bottom. Its market cap is $140 million—can things get any worse? Daily burns have fallen below $10,000.

Bitcoin's bottom this cycle will be 7.3–7.4; this price will never be seen again.

The decline in gold is far from over

The monthly candle closed pretty uneventfully this month, so the market probably won’t be particularly strong. If it dips first, things may look a bit better toward the end of the month.
PEPE might spark a meme-coin rally. OP, APT, and other coins that haven’t pumped yet may have a chance, but most of the others carry considerably more risk.

What else hasn't crashed? The only thing I'm fairly sure of is that Bitcoin will bounce back soon. U.S. stocks are also quite likely to, but the rest is hard to say.

This doesn’t feel like the bottom. U.S. stocks are still plunging, and clearly haven’t finished falling. Those looking to buy the dip, take it slow.

$INTC It won’t rise just because it has fallen a lot. How do you define “fallen a lot”—from its all-time high, recently, or today? I put more faith in the cost basis on the monthly and quarterly charts. Using everyone’s cost basis as a reference is what really matters; over the past few years, it has come down to the cost basis.
55 has bounced back. If you get in now, you’ll just end up trapped.

Once the effects kick in, it’ll keep crashing. The first to rebound will be decentralized projects, because centralized ones lose people’s trust when problems arise, while decentralized ones are different. Like UNI and HYPE.

AI is finding vulnerabilities too efficiently now, and the amount stolen is enormous. This time, there’s going to be a panic sell-off.

As I said, during a bull market, most of it will be recovered by the monthly close.

$PONS reduced their position yesterday. Price movements don't matter anymore: if it falls, keep buying; if it rises, keep selling. The token burn rate is a bit underwhelming. When meme activity picks up, burns will increase severalfold too. The price will do the same.

$PONS is still underwater, but I still love trading it. I nailed one swing trade: added at 0.22, trimmed at 0.29, and brought my average cost down. If it drops again, I’ll load up and go in hard. It’s volatile, there are token burns, and it’s getting plenty of buzz.

$PEPE Sun Ge is already the largest holder and is very bullish. The monthly candle is about to close, and the meme opportunity is here.
$PONS is stronger than many projects. Don’t be misled by the fact that buybacks and burns have fallen considerably: Apple retires around 2% of its shares in circulation each year and pays a 0.3%–0.4% dividend. As long as the fundamentals haven’t changed, the returns are still quite high.
At this price, it really is undervalued. Many people see crypto as a risky, gray area, but a business with high, sustainable revenue is a quality investment. Outside of crypto, it’s hard to find projects like this among stocks.
Going forward, we should look for investments where the team is willing to put money on the line—not speculate based on hype.