打死都不买
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打死都不买
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Finally, this round got through at $SPCX 200, then ran $SKHYNIX 1900—so comfortable. #SK海力士韩股重挫19%
Over the past four quarters, Intel’s profits in this area were 16B. Even if you give wafer manufacturing away (not counting the equipment at 105B), with a market cap of 500B and a 30x TTM multiple—assuming a 50% growth rate—its forward multiple is still only 20x, which means it remains severely undervalued. You need to view the two business segments separately: strip out the wafer unit’s losses. $INTCB
📊 【BTC & ETH Depth Recap】Is the Break Below Followed by a Retracement a Trap to Lure Buyers, or a Sign of Building Momentum? A Full Analysis of the Critical Line $BTC $ETH
🔶 #BTC ：A False Daily Breakout—Hidden Crisis in the Rising Channel
1️⃣ Daily timeframe (false breakout pattern): After BTC broke upward earlier, it failed to hold above the level. It then printed a false breakout and rapidly dropped back into the original daily consolidation range. This suggests strong overhead selling pressure; the price has now fallen back into the range to build momentum.
2️⃣ 1H timeframe (gap fill and pullback): The sharp selloff left a liquidity gap on the 1-hour chart. The current bounce, from a technical perspective, appears to be aimed at filling that 1H gap and retesting the former consolidation support/resistance flip zone.
3️⃣ Structural risk: Although in the short term the price is still showing a pattern of “higher lows and higher highs,” maintaining an upward channel, it is not a healthy Bull Flag. A healthy bull flag typically slopes downward. The current channel indicates that the bulls are not following through strongly, and since there are already new trapped positions above, the resistance and selling pressure for another push higher will be greater than before.
🎯 Outlook: Price must regain and hold above the top of the consolidation range on increased volume. If it fails to recover, after a period of consolidation the price will likely break down from the channel and test lower daily parallel lows to extract liquidity.
🔷 #ETH ：Lock in 1840 - 1850—the Absolute Bull/Bear Battlefield Line
Ethereum’s chart shows the clearest “line between life and death” in the current market: around 1840 - 1850.
1️⃣ Current nature (a pullback test): ETH’s prior selloff was very fast, and it similarly left room on the 1H timeframe. The present rebound is essentially a gap-filling pullback following the crash. It is now testing the key pressure zone of 1840 - 1850.
2️⃣ The decisive levels for bulls and bears
Bears win (continue downside): As long as weekend buying fails to push the price back above 1850, this zone will form a perfect AMD structure (accumulation-manipulation-distribution). If price comes under pressure below this line, a deep selloff is likely to begin next, with targets directly aimed at the lower parallel low (still plenty of room from the current level).
Bull reversal (bear trap): The bulls’ only way out is to print a big bullish candle, strongly reclaiming 1850. If it can hold, it would indicate that the prior breakdown was a “Bear Trap,” and only then would the outlook remain bullish.
🔶 #BTC ：A False Daily Breakout—Hidden Crisis in the Rising Channel
1️⃣ Daily timeframe (false breakout pattern): After BTC broke upward earlier, it failed to hold above the level. It then printed a false breakout and rapidly dropped back into the original daily consolidation range. This suggests strong overhead selling pressure; the price has now fallen back into the range to build momentum.
2️⃣ 1H timeframe (gap fill and pullback): The sharp selloff left a liquidity gap on the 1-hour chart. The current bounce, from a technical perspective, appears to be aimed at filling that 1H gap and retesting the former consolidation support/resistance flip zone.
3️⃣ Structural risk: Although in the short term the price is still showing a pattern of “higher lows and higher highs,” maintaining an upward channel, it is not a healthy Bull Flag. A healthy bull flag typically slopes downward. The current channel indicates that the bulls are not following through strongly, and since there are already new trapped positions above, the resistance and selling pressure for another push higher will be greater than before.
🎯 Outlook: Price must regain and hold above the top of the consolidation range on increased volume. If it fails to recover, after a period of consolidation the price will likely break down from the channel and test lower daily parallel lows to extract liquidity.
🔷 #ETH ：Lock in 1840 - 1850—the Absolute Bull/Bear Battlefield Line
Ethereum’s chart shows the clearest “line between life and death” in the current market: around 1840 - 1850.
1️⃣ Current nature (a pullback test): ETH’s prior selloff was very fast, and it similarly left room on the 1H timeframe. The present rebound is essentially a gap-filling pullback following the crash. It is now testing the key pressure zone of 1840 - 1850.
2️⃣ The decisive levels for bulls and bears
Bears win (continue downside): As long as weekend buying fails to push the price back above 1850, this zone will form a perfect AMD structure (accumulation-manipulation-distribution). If price comes under pressure below this line, a deep selloff is likely to begin next, with targets directly aimed at the lower parallel low (still plenty of room from the current level).
Bull reversal (bear trap): The bulls’ only way out is to print a big bullish candle, strongly reclaiming 1850. If it can hold, it would indicate that the prior breakdown was a “Bear Trap,” and only then would the outlook remain bullish.
The A-share market has about 5,000 stocks in total, but truly worth long-term attention are within 50—only about 1%.
The rest are all market illusions and noise.
50 stocks are already more than enough; they may be concentrated in no more than 5 core sectors, which is sufficient for you to look long, act short, and rotate positions.
But the amazing thing is that among the other 4,500-plus stocks, countless people still get up every day and enthusiastically, tirelessly participate in trading.
Why? Because noise actively draws you in.
In an age of information overload, the ability to effectively filter out noise is one of the core skills.
The real competition between people is never about how well you collect information, but about your ability to extract useful signals from a massive amount of information.
To have that ability, you must first have an underlying foundation—how you view the world.
Trading is only a projection of how you understand your worldview.
The market is a leverage mechanism for emotions and an amplifier of desire.
What you face is a hellscape where carbon-based desires are created and constantly influenced by carbon-based emotions.
So you need to stay humble and vigilant at all times.
Because if the market is the sum of participants’ desires, it is destined to be full of unpredictability—because human nature is unfathomably deep, and even more so when it’s the aggregation of human nature…
The rest are all market illusions and noise.
50 stocks are already more than enough; they may be concentrated in no more than 5 core sectors, which is sufficient for you to look long, act short, and rotate positions.
But the amazing thing is that among the other 4,500-plus stocks, countless people still get up every day and enthusiastically, tirelessly participate in trading.
Why? Because noise actively draws you in.
In an age of information overload, the ability to effectively filter out noise is one of the core skills.
The real competition between people is never about how well you collect information, but about your ability to extract useful signals from a massive amount of information.
To have that ability, you must first have an underlying foundation—how you view the world.
Trading is only a projection of how you understand your worldview.
The market is a leverage mechanism for emotions and an amplifier of desire.
What you face is a hellscape where carbon-based desires are created and constantly influenced by carbon-based emotions.
So you need to stay humble and vigilant at all times.
Because if the market is the sum of participants’ desires, it is destined to be full of unpredictability—because human nature is unfathomably deep, and even more so when it’s the aggregation of human nature…
Concept of flexible-material robot electronic skin—Today Yinying Electronics $603286 has broken through the intraday decline trend. You can consider adding it to your watchlist for a potential entry. Although it has already hit the limit for two consecutive boards, the weekly and monthly downtrends have not yet broken. Wait for the right opportunity.
Damn! What did I just see~
A genuine leather jacket signed in Huang Renxun’s own handwriting—tomorrow it’ll be auctioned at Sotheby’s, with an expected closing price of $40,000–$60,000.
That’s way more valuable than his chips.
😳
A genuine leather jacket signed in Huang Renxun’s own handwriting—tomorrow it’ll be auctioned at Sotheby’s, with an expected closing price of $40,000–$60,000.
That’s way more valuable than his chips.
😳
A popular recent test: which room layout would you choose?
Musk just turned the red carpet into a sci‑fi movie scene— is this the ultimate futuristic flex? 🤖
If you could hand everyday household chores to a robot, what would you have it do first?
If you could hand everyday household chores to a robot, what would you have it do first?
I整理 the logic behind bio-inspired skin—quick to learn, early to master:
First, whether KeLi Sensing will become my robot concept stock: yes, it’s an important candidate (although it hit the daily limit today, it hasn’t yet broken above the month-line-level downward trend line).
By using KeLi Sensing to explain bio-inspired skin:
1️⃣
More precisely, KeLi’s core business and current R&D focus are force/torque sensors (especially six-axis force sensors for humanoid robots).
2️⃣
Fusion of proprioception and touch: In the supply chain of “physical AI” and humanoid robots, “force perception” (sensing push, pull, and torsion) and “tactile perception” (sensing surface texture, temperature, and sliding) are often tightly linked. Six-axis force sensors are usually mounted on a robot’s wrists, ankles, and even fingertips, giving robots something akin to human “force-controlled touch.”
3️⃣
Layout of the touch-sensor track: Recently, KeLi has officially entered the pure tactile sensing sensor market by making a strategic investment in Taishan Technology, aiming to build an integrated solution of “force perception + touch.”
4️⃣
Therefore, it’s reasonable to consider it a candidate core holding in the broader tactile/force-perception sensing layer.
5️⃣
The relationship between KeLi Sensing and Amoli Co., Tianai Technology, and Zhongshi Technology is as follows:
Amoli Co./Zhongshi Technology provide flexible substrates → Tianai Technology enhances them by modifying carbon nanotubes (conductivity + strength) → KeLi Sensing integrates a force-and-tactile sensing sensor array on top → ultimately forming high-performance array-based flexible tactile sensors (bio-inspired skin)
First, whether KeLi Sensing will become my robot concept stock: yes, it’s an important candidate (although it hit the daily limit today, it hasn’t yet broken above the month-line-level downward trend line).
By using KeLi Sensing to explain bio-inspired skin:
1️⃣
More precisely, KeLi’s core business and current R&D focus are force/torque sensors (especially six-axis force sensors for humanoid robots).
2️⃣
Fusion of proprioception and touch: In the supply chain of “physical AI” and humanoid robots, “force perception” (sensing push, pull, and torsion) and “tactile perception” (sensing surface texture, temperature, and sliding) are often tightly linked. Six-axis force sensors are usually mounted on a robot’s wrists, ankles, and even fingertips, giving robots something akin to human “force-controlled touch.”
3️⃣
Layout of the touch-sensor track: Recently, KeLi has officially entered the pure tactile sensing sensor market by making a strategic investment in Taishan Technology, aiming to build an integrated solution of “force perception + touch.”
4️⃣
Therefore, it’s reasonable to consider it a candidate core holding in the broader tactile/force-perception sensing layer.
5️⃣
The relationship between KeLi Sensing and Amoli Co., Tianai Technology, and Zhongshi Technology is as follows:
Amoli Co./Zhongshi Technology provide flexible substrates → Tianai Technology enhances them by modifying carbon nanotubes (conductivity + strength) → KeLi Sensing integrates a force-and-tactile sensing sensor array on top → ultimately forming high-performance array-based flexible tactile sensors (bio-inspired skin)
Today Leading Basing Power quietly hit the daily limit and set a new high—it's already its second consecutive limit-up.
That’s because it’s scarce—key materials that can “hold the neck.”
High-purity bismuth-based scarce metal materials (operating entity: Anhui Wandao)
Relying on the controlling shareholder’s holding company, Leading Technology Group’s global advantages in bismuth ore resources and scarce-metal purification technology, the group controls about 50% of the world’s bismuth raw-material production capacity. The company’s electronic-grade bismuth oxide holds about a 50% global market share, making it a core global manufacturer of high-end bismuth-series materials:
Its main products include 5N–7N ultra-high-purity bismuth, bismuth oxide, bismuth-series compounds, and other electronic-grade fine materials. Downstream applications include semiconductor packaging, MLCC, thermoelectric cooling, photovoltaics, and biopharmaceuticals;
By extending its layout downstream via its subsidiary, Quzhou Wandao Thermal Power, the company develops Micro-TEC micro thermoelectric cooling chips for precise temperature control and heat dissipation. These are mainly used in high-speed optical modules, automotive lidar, high-end IGBTs, and precision communication equipment. The business is currently in the customer certification and small-batch production stage;
At the same time, it is also developing strategic deep-processing businesses for scarce metals such as high-purity indium, tellurium, and selenium. Products cover segments including optoelectronics infrared, semiconductor targets, thermoelectric materials, and more.
That’s because it’s scarce—key materials that can “hold the neck.”
High-purity bismuth-based scarce metal materials (operating entity: Anhui Wandao)
Relying on the controlling shareholder’s holding company, Leading Technology Group’s global advantages in bismuth ore resources and scarce-metal purification technology, the group controls about 50% of the world’s bismuth raw-material production capacity. The company’s electronic-grade bismuth oxide holds about a 50% global market share, making it a core global manufacturer of high-end bismuth-series materials:
Its main products include 5N–7N ultra-high-purity bismuth, bismuth oxide, bismuth-series compounds, and other electronic-grade fine materials. Downstream applications include semiconductor packaging, MLCC, thermoelectric cooling, photovoltaics, and biopharmaceuticals;
By extending its layout downstream via its subsidiary, Quzhou Wandao Thermal Power, the company develops Micro-TEC micro thermoelectric cooling chips for precise temperature control and heat dissipation. These are mainly used in high-speed optical modules, automotive lidar, high-end IGBTs, and precision communication equipment. The business is currently in the customer certification and small-batch production stage;
At the same time, it is also developing strategic deep-processing businesses for scarce metals such as high-purity indium, tellurium, and selenium. Products cover segments including optoelectronics infrared, semiconductor targets, thermoelectric materials, and more.
Bitcoin as the toll for Hormuz oil tankers, Iran discloses Strait control measures during the ceasefire $BTC
The bottom is laid with "steel plates" (bullish sentiment is strong)
Look at the thick green area below the price, which is densely packed, like a wall firmly supporting from the bottom.
This means that at the current price (88,929), a large number of buy orders are lurking below (the willingness to place orders is very strong). As long as the price dares to drop, it will likely be caught by this pile of dense buy orders. This is not just support; it’s almost a "bomb shelter".
Above is all "air" (bearish sentiment is weak)
In contrast, the red area above the price is sparse, with very thin lines, and almost no substantial color blocks formed.
This indicates that there are not many people placing large sell orders above, and the selling pressure is very light. As long as there is a slight buy order to ignite, it can almost be said that the price will rise "without resistance".
Conclusion: Easy to rise, hard to fall
The current market structure is a typical **"iron floor below, space above"**.
The current game state in the market is: those who want to buy are lining up below, while there are not many who want to sell. Unless the main force suddenly removes that pile of green orders below (a trap), it will be difficult for bears to push down in the short term. $BTC
Look at the thick green area below the price, which is densely packed, like a wall firmly supporting from the bottom.
This means that at the current price (88,929), a large number of buy orders are lurking below (the willingness to place orders is very strong). As long as the price dares to drop, it will likely be caught by this pile of dense buy orders. This is not just support; it’s almost a "bomb shelter".
Above is all "air" (bearish sentiment is weak)
In contrast, the red area above the price is sparse, with very thin lines, and almost no substantial color blocks formed.
This indicates that there are not many people placing large sell orders above, and the selling pressure is very light. As long as there is a slight buy order to ignite, it can almost be said that the price will rise "without resistance".
Conclusion: Easy to rise, hard to fall
The current market structure is a typical **"iron floor below, space above"**.
The current game state in the market is: those who want to buy are lining up below, while there are not many who want to sell. Unless the main force suddenly removes that pile of green orders below (a trap), it will be difficult for bears to push down in the short term. $BTC
Used bidu to find a prompt for generating a segment of SpongeBob by gpt, then in the video generated by sora #币安周边大使
German government sells up to 2,375 BTC ($137.87 million)
In the past hour, the German government sent 2,375 BTC ($137.87 million) to Kraken, Bitstamp, Coinbase, 139Po (likely an institutional deposit/OTC service), and the address bc1qu.
Since yesterday's action, the German government has recovered 2,442 BTC ($140.47 million) from exchange addresses such as Kraken and Bitstamp.
They now have 13,117 BTC ($767.18 million) remaining - that's 26.3% of the bitcoins originally seized from Movie2k. #美国CPI数据即将公布
In the past hour, the German government sent 2,375 BTC ($137.87 million) to Kraken, Bitstamp, Coinbase, 139Po (likely an institutional deposit/OTC service), and the address bc1qu.
Since yesterday's action, the German government has recovered 2,442 BTC ($140.47 million) from exchange addresses such as Kraken and Bitstamp.
They now have 13,117 BTC ($767.18 million) remaining - that's 26.3% of the bitcoins originally seized from Movie2k. #美国CPI数据即将公布
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