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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

Microsoft, Amazon, Google, and chip companies invested about $46 billion in equity funding in OpenAI, Anthropic, and others. The latter then committed to purchasing cloud computing, chip, and data center services, forming a funding loop of “suppliers invest in customers—customers procure infrastructure.”
This structure can magnify risks: investment funds support procurement, procurement commitments are then used to finance the construction of additional computing power. If end customers’ revenues fall short, AI labs may simultaneously cut back on cloud services and chip orders, shrinking revenue, financing, and valuations along the same chain. The IMF also noted that circular financing increases information opacity and allows shocks to a single company to be amplified throughout the entire AI industry chain through related-party transactions.
Microsoft $MSFT Amazon $AMZN Google $GOOGL

On Thursday, international spot silver continues to range around the 200-day EMA, with the market still lacking a clear direction. How it will move next largely depends on how U.S. Treasury yields behave. At the moment, yields are slipping slightly lower, which should be favorable for silver. However, the Middle East situation is also an unavoidable variable, because it has deep implications for both the rates market and risk sentiment.
The 200-day EMA is a key level that many long-term traders watch closely. So it’s not unusual that the price rebounds to this area, pauses, and hesitates. If, in the short term, silver can hold above $65.50, the bulls could even view it as a fairly significant win. Holding that level would then set the stage for a move toward the $70 psychological level. From the news perspective, once $70 is reached, it will likely attract considerable attention.
On the other hand, if the price falls below the 50-day EMA, the recent rebound momentum may be completely reversed, reopening the space to test the $60 threshold to the downside. Right now, the market is at a technical crossroads, and the near-term direction is not clear. We need to see one side truly gain momentum before we can make a more confident assessment of the subsequent price action.

Looking at the past three days, the best description is: choppy trading with hesitation. At bottom, everyone is waiting for a more definitive signal so they can re-enter and participate in the volatility.
$XAG

$HYPE finally started moving 🚀 On July 31, we opened the position at 55. The price was grinding for almost two weeks in front, and today it finally pulled up above 58 dollars.
From the daily chart structure, the price has regained and stabilized above the 20-day moving average, and in the short term the bulls are starting to take the upper hand. As long as we can continue to hold the 20-day moving average afterward, I will first look at the area around 66 dollars ahead as the first take-profit observation level.
$SOXL The current position is also quite good. The daily chart has started to re-stand above key moving averages as well. Next, the focus is whether we can continue to play out this rebound structure.

$HYPE the takeoff is about to happen