Kash_Crypto

If I had to invest 100% of my portfolio in bStocks
I would choose MUB and NVDAB
I would not split it equally
Instead, i choose
60% to Micron Technology (MUB)
40% to NVIDIA (NVDAB)
Not because their last numbers or revenue was good
To be honest i don't believe in numbers so much
What i truly believe is, what the companies are building and whether their product will have demand in future as well or not
Numbers are just small part of the story
Fundamentals make more sense to me
That is why i choose these two
There is very clear reason, why I am choosing MUB
As we know AI models need to process more data and they need faster and higher bandwidth memory to run efficiently
And Micron is the company which is building that type of memory
We recently saw how much demand was there for HBM memory which resulted in very high shortage
Not because company was not manufacturing more memory chips, it was because of more AI demand
Even some large AI companies have already booked future supply from micron
That tells me, the demand can also increase in future as AI infrastructure grows
One more reason why I am giving MUB 60%
Micron will report its Q4 fiscal result on September 30
And they have already given outlook around $50 billion revenue with around 86% gross margin for Q4
If result and future guidance shows positive direction, that will show the demand is still there
If not stock can also show volatility or price drop
That is why September 30 is something I would definitely keep an eye on
The other 40% will go to NVDAB
I think nvidia also can't be ignored in AI race
Micron is on memory side while Nvidia is famous to give computing power and GPUs which are most important parts of AI infrastructure
Whether we talk about Ai, robotics, data centers, they all are using nvidia computing technology
Where ai models need fast HBM, they also need strong computing power
That is why Nvidia would be in my list
We all know nvidia has already shown a massive growth and if the companies keep spending on AI infrastructure
The demand for nvidia products can stay up
These are the reasons behind my choice
Why i choose bStocks is more important than what i choose
It is giving me access to 24x7 trading so I can trade even when US market remains closed
I can literally start with small amount even i can buy with $5 instead of buying a full share
rate my portfolio, and tell me if you have 100% to allocate for your september portfolio
What bStocks would you pick for this September
You can choose up to 3 bStocks
This is completely hypothetical, so always do your own research before investing
NFA

Every morning, I waste hours analyzing the top gainers of the last 24 hours
It is not an easy stuff, It is more complicated than it seems to be
I need to switch between different tools, check market data, trendlines, divergences, basic indicators, mark important zones and so on
That's why i decided to give a try to Binance Agent OS, to analyze 24 hour top gainers and find a possible trade
My purpose was not to trade, i just want to see whether an Ai Agent can make my daily workflow easier or not
1. So i tried to connect Binance agent's MCP server to ChatGpt
Binance Developer Docs
It shows the permission window right after i hit the sign-in button
I wasn't using it for trade so i don't give it any permission other than its default one ("Read agentic account and market data")
Note: You must be logged into you Binance account before go to connect your Agent
You can check and uncheck the permissions to set boundaries for your agent
You have the full control over whether you want agent to read agentic accounts and market data only or give it permission to other features listed below
Read master account dataSpot & Margin tradingFutures tradingEnable Margin Loan, Repay & TransferInternal transfer between agentic accounts
Although if you give all permissions to your agent, final decision will still remain in your hands
You can remove or update your permissions anytime and anywhere
Agent is now connected to my Binance account
Now it was the time to test the agent in real task
To double check my connection i simply asked ChatGpt
Am I connected to binance MCP Agent?
Chatgpt answered
Yes. Your Binance MCP Agent is connected
Before i asked ChatGpt to analyze 24 hour gainers, i just tried with a simple prompt
PROMPT:
Use Binance MCP to show current BTCUSDT price and 24h change.
ChatGpt showed 403 (REQUEST BLOCKED ERROR)
I was logged into my binance accountGave permission alreadyApproved request to run tools
But still it showed the error
2. Then I think let's try it with Claude
I connected my agent to claude in same flow with same permission I used to give it with ChatGpt
This time i did not give it a simple prompt but tried with my main prompt for which i was trying it for
MAIN PROMPT:
Analyze top gainers in 24 hours and find out best short trade with reason -- pull the actual candle chart from binance with resistance zone, trendlines, divergence,liquidity, volume and so on
It didn't show any error, ran tools smoothly and generated the chart of $ARB pair
There was almost everything on chart which I asked for
Candlesticks was same as binanceTrendline, resistance zone was markedVolume and RSI divergence was also mentioned in chart
But it added some information which I never ask for
Price actionChart time frame
It pulled 1 hour timeframe candles and mention the price action is higher high
3. Agent done its work, but manual verification was still pending
Before I open the original chart, i want to check, the ticker picked by agent is really present in 24 hour gainers or not
I went to CoinGecko and opened 24 hour gainers list and surprisingly ARBUSDT was there
Here I first time realize that agent is really analyzing the real time market data on Binance
Now it was time to compare it with the original chart
I first opened Binance chart but i wanted to mark the zones manually that is why i directly jumped to tradingview and opened the ARBUSDT pair on 1 hour timeframe
Concept was matching with originality
$ARB was going upPrice was near resistance zoneCandlesticks and pattern was also similar
But some details were different or was totally missing
Resistance zone marked by Ai agent was slightly up from the actual zoneResistance zone was bigger than original zoneDid not mentioned about liquidity even I asked it in promptIt also didn't mentioned reasons
But over all it was very similar to the original chart
I didn't take a trade but marked a short entry setup after my own analysis
4. After few hours I opened the chart again and saw
Price have already hit the resistance zone and gone back towards trendlinePrice moved down almost 2.5X of the width of resistance zoneIt can be a good trade but I only was testing the agent
4.1 What worked
Claude connected in a single attemptDone real time scan properlyPick 1 pair from 24 hour gainers$ARB pair was there in listPulled chart was similar to the originalPrice moved back from the mentioned resistance zonePrice reached near the drawn trendline or TP
4.2 What surprised me
Even after connection, permission and Authorization ChatGPT still showed 403 ErrorPrice reversed from marked resistanceAdded the 1 hour timeframe from its ownJust single prompt reached my claude's free limit
4.3 Would I keep using it
I can use it for scaning and market analysis but i will not replace my trading with AI, because AI can make mistakes and can not catch a sudden volatilityI also will try to upgrade my prompt style to get more accurate results in future
4.4 What would I change
ChatGpt showed 403 error but never mentioned how to fix it step by step, if it would have give a fix, it would have help me a lotIt wrote text on chart visuals which was bit confusing, if text and chart have been separate, it would looks more clean and professional
Head to my X for video tutorial
https://x.com/Kash_Web3/status/2096809947531260353?s=20
https://www.binance.com/en/agent-os
@binance @heyibinance