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SanDisk $SNDK — why is the stock up so high before the market? ❶1726❓
I bought (opened) a Korean Hynix $SKHYNIX , and although the Korean stock market isn’t open today, it also rose a lot along with the US stocks‼️

$HYPE I took 13 days without moving, switched to HaiLisi $SKHYNIX
Yesterday I switched the position; today hype and zec started to rise... tmd

$HYPE Is it going to rise slowly and steadily too?
It was first opened about half a month ago with HYPE. No loss when exiting, but it’s too sluggish. The funding rate also ate a lot, and the order duration is about like the US stock market.

SanDisk $SNDK , SK hynix $SKHY , and Micron $MU are rising before the market opens 🚀
Korean stock markets are closed today for Liberation Day holiday adjustment

Gold $XAU and silver $XAG enter a new week, and investors’ focus remains centered on the state of the U.S. economy and the Federal Reserve’s interest-rate outlook.
The Empire State Manufacturing Index from the New York Fed will be released first on Monday. As markets continue searching for evidence that economic activity is cooling, the importance of regional manufacturing surveys is also rising. Investors will pay close attention to whether high financing costs and weakening demand are putting more visible pressure on the industrial economy.
On Tuesday, attention will shift to data on new home starts and building permits, followed by existing home contract sales. Real estate is one of the most interest-rate-sensitive areas. If the data continues to weaken, it could further reinforce expectations that the Fed will keep rates unchanged.
The most important event this week is likely the Federal Reserve meeting minutes released early Thursday morning. Markets will look for additional clues from Fed officials regarding inflation, economic growth, and the subsequent path of interest rates. After recent softening in inflation and retail sales data, markets have already clearly scaled back expectations of a September rate hike. If the minutes show the officials are even more confident about holding rates steady, that could support gold; otherwise, if internal discussions remain hawkish, U.S. Treasury yields and the dollar could be pushed higher again, creating short-term pressure on gold.
Thursday will also see the release of weekly initial jobless claims and the Philadelphia Fed Manufacturing Index. Initial jobless claims remain one of the most timely indicators for tracking changes in the labor market. The Philadelphia Fed Manufacturing Index will provide further clues about manufacturing activity and pricing pressures after significantly outperforming expectations in July.
The final important data point of the week, released on Friday, is the initial S&P Global Composite PMI reading. It will offer the first snapshot of August’s U.S. private-sector business activity.
For gold and silver, the question behind all of these data releases this week ultimately comes down to the same thing: how will they change market assessments of the Fed’s rate-path outlook? If manufacturing, real estate, and business activity continue to weaken, and if the Fed meeting minutes turn out to be dovish, market expectations that the Fed will keep rates unchanged may strengthen further—thereby continuing to support precious metals.
$XAU

8.17–8.21 Focus on Fed Minutes and Economic Data
🟢 New York State manufacturing index will be released next Monday.
🟢 On Tuesday, data on U.S. housing starts, building permits, and existing home contract sales will be released. If manufacturing and real estate data weaken, it may reinforce expectations that the Fed will keep interest rates unchanged; if they come in strong, it may highlight economic resilience.
🟢 The key event next week will be the Fed’s July meeting minutes released on Thursday. Markets will read the minutes closely to gauge policymakers’ views on inflation, economic growth, and the appropriate path for interest rates. Currently, the market has significantly reduced expectations for a September rate hike. If the minutes suggest officials are more inclined to keep rates unchanged, gold may receive support. If officials’ tone is more hawkish, it could push up Treasury yields and the U.S. dollar, weighing on gold. In addition, Thursday will also see the release of initial weekly jobless claims and the Philadelphia Fed manufacturing index.
🟢 The S&P Global preliminary August composite PMI released on Friday will provide investors with an early read on business activity in the private sector in August.
Overall, if economic data weakens and the minutes are dovish, gold may receive further support; if data is strong or inflation pressures re-emerge, rate-hike expectations could be lifted again, putting pressure on precious metals.
$XAU

Will Ethereum, like last time, experience a freefall? ☕️
$ETH

Harvard’s $2.2 billion bet on SpaceX—did this move really pay off? $SPCX
Two months after SpaceX’s listing, the shareholder roster that had been hidden for more than two decades finally begins to come into view.
From Alphabet, Nvidia, and Fidelity to Saudi Arabia’s Public Investment Fund and Norway’s Government Pension Fund Global, the investor lineup behind SpaceX is nothing short of impressive.
In 2015, Alphabet invested about $900 million in SpaceX.
By the end of June 2026, the value of that stake had already grown to about $94.2 billion—over more than ten years, it increased by more than 100 times.
At the time, Alphabet held roughly 551 million shares of SpaceX stock, making it the largest single institutional shareholder.
Based on recent share prices, this portion of the stake is still worth tens of billions of dollars.
Nvidia is also an important shareholder of SpaceX.
As of the end of June, Nvidia held about 122.8 million shares of Class A stock, worth roughly $21 billion, making it SpaceX’s sixth-largest investor.
The relationship between the two companies is not just financial. As SpaceX scales up AI infrastructure and data centers, Nvidia has also become a key technology partner.
Beyond the two companies above, the list of institutional investors also carries major weight.
Fidelity holds about 303 million shares, Gigafund holds about 172 million, the Saudi Public Investment Fund holds about 154 million, Baillie Gifford holds about 51.4 million shares, and Blackstone holds about 51 million shares.

NVIDIA $NVDA holds 122.7 million shares, $SPCX , with a position value of $21.0 billion

Du Juanping continues to increase his holdings in Pinduoduo $PDD.US , buys back Alibaba $BABA , and meanwhile reduces his stakes in Apple, Nvidia, Google, Microsoft, and others, fully liquidating individual stocks such as TSMC and CrowdStrike.
And judging from the weekly chart, at this point Alibaba is at a “historically low level.”

Meituan $MEITUAN “red light stop watch” function was recently piloted with road tests in Beijing. Subsequently, Meituan held a rider forum in Beijing to gather feedback from riders and professional opinions. In addition, according to Meituan, more than 20 cities are currently assessing traffic signal data and pilot conditions. Furthermore, this year, it plans to roll out positive incentives for “not running red lights” across more than 200 cities.

Berkshire Hathaway $BRKB said on Friday that its investment in Alphabet increased by 83% in the second quarter, making the parent company of Google and YouTube its third-largest holding.
Apple $AAPL remains Berkshire's largest stock investment, with a market value of $66 billion as of the end of June, followed by American Express, with a market value of $51.3 billion. Coca-Cola $KO ranks fourth, and Bank of America is fifth.

Crypto falls again below support. If we short tonight, I think ETH at the higher level is more suitable. The stop loss isn’t too large, but once it breaks downwards, the profit for a short position is significant, and the risk-reward ratio is appropriate. At this time the price is 1866 ‼️
$ETH

Bitcoin $BTC once again falls below the 20-day cost line, continuing the bearish spread‼️
Last night $HYPE rebounded— I took the profit and quickly left. Today I switched to $EWY

If Google can trade above the 20-day moving average at $355, that would also be a good entry point
$GOOGL

If you’re bullish on a rebound in the semiconductor sector in the latter half, then my advice is:
Korea ETF$EWY > Samsung $SAMSUNG > SK hynix $SKHYNIX 。

Let me also talk about the funding rate mentioned in the last chart. When you’re bullish on semiconductors and everything is roughly in the same position, try to avoid popular trading instruments, because the funding rate can “wear you down” significantly—especially for someone like me who takes positions as a long-term player and holds for ten days or half a month.
For example, even with the same positive catalysts, the funding rates for EWY and Korea’s Samsung are very low; for EWY, it’s often even 0. However, the funding rates for SK hynix in Korea and for US-based Hynix and SanDisk have been high for a long time. This is something everyone should pay close attention to ⚠️

Market news: Apple will roll out a series of artificial intelligence tools in China over the next few months. Apple has trained a dedicated AI model for the Chinese market; the AI model was trained with support from Alibaba.
$AAPL $BABA