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On June 29, it mentioned that $MSFT on the weekly chart had returned to the vicinity of the EMA200 again. Referencing the price action in 2022 and 2025, this presents conditions for a rebound. Earlier today, Microsoft’s pre-market stock briefly rebounded to 418.8, and the move is essentially playing out as expected.

The news flow is the catalyst, but what’s truly worth paying attention to in advance is always the position of the price. The EMA200 does not necessarily mean the bottom is in, but once a stop-loss signal appears at a key level, a rebound often doesn’t fail to come. Next, watch whether the 430 area can hold effectively.

News: On July 30, during Microsoft’s earnings call, the company said that Azure demand continues to exceed the current supply capacity. It also stated that newly deployed AI infrastructure capacity can achieve economic returns within the same quarter after being put into operation, and it expects free cash flow for fiscal year 2027 to return to positive growth as the pace of capital expenditures slows.

In addition, Microsoft CFO Amy Hood disclosed that the company’s fiscal 2026 Cloud business revenue reached $214.4 billion, with Azure annual revenue first surpassing $100 billion. Notably, nearly 90% of Cloud business revenue comes from customers outside leading frontier model companies such as OpenAI and Anthropic, indicating that enterprise AI demand has broadened across a wider range of industry customers rather than relying mainly on the biggest AI model developers.

Nearly 90% of Microsoft Azure’s cloud revenue no longer depends on top model providers like OpenAI, signaling that the “AI infrastructure” narrative it has bet on has fully played out into widespread enterprise demand. Previously, the exclusive alliance between Azure and OpenAI was dismantled in April; the two parties opened up model deployments to AWS and Azure respectively. Competition among cloud giants has shifted from being tied to models to a race focused on compute efficiency. Importantly, the CFO emphasized that the new AI infrastructure can deliver economic returns in the same quarter as the investment. This directly addresses market doubts about the efficiency of massive capital expenditures (estimated at $190 billion in the current fiscal year), suggesting that its compute scheduling and customer conversion pipeline have been highly optimized. When Meta considered selling redundant compute capacity and industry concerns about a Capex bubble emerged, Microsoft provided a key validation: the density of enterprise AI workloads and willingness to pay are sufficient to support rapid monetization of infrastructure.

It’s 7:30, 00:05 in the early hours—get ready to shiver, my friends‼️
The U.S. FOMC will release its interest rate decision (2:00)
Federal Reserve Chair Wahs will hold a monetary policy press conference (2:30)
Meta earnings conference call (4:30)
Samsung Electronics earnings conference call (9:00)
Microsoft earnings conference call (5:30)
Qualcomm earnings conference call (4:45)

$ASML This round of decline is about 4.4%. News about China developing domestic DUV equipment directly affects the market's imagination of ASML's long-term competitive landscape, which is why it is also one of the centers of this round of panic‼️

Which is better to buy the dip right now: Samsung $SAMSUNG , Hynix $SKHY , or SanDisk $SNDK ?
ChatGPT ranking:
1. By “risk-adjusted buy-the-dip value” — Samsung Electronics ＞ EWY ＞ SK Hynix ＞ SNDK
2. By “rebound odds and upside elasticity” — SK Hynix ＞ SNDK ＞ Samsung Electronics ＞ EWY
3. By “valuation + pullback from the peak” — SK Hynix ＞ Samsung Electronics ＞ EWY ＞ SNDK
For the detailed analysis, please see below👇

$SKHY Everyone is buying the dip?? Funding rate has already hit 0.5%!
Samsung $SAMSUNG , SanDisk $SNDK which one are you trading?

Korean KOSPI index falls below 5,500 points, down 8.73% intraday. SK Hynix $SKHY is down more than 14%, Samsung $SAMSUNG Electronics is down nearly 9%, and SanDisk $SNDK has also fallen to the 1,000 integer level.
When will the selling stop, when is the right time to buy the dip—just be patient and wait ☝️

SK Hynix is raising capital expenditure to a high of 400 trillion won, but remains silent on shareholder returns and the pricing of long-term contracts, which is unsettling for investors. Given the importance of SK Hynix and Samsung in the KOSPI index, when they both fall, there is nowhere to hide. After waiting for the downtrend to bottom, place a long-position bet at the bottom.
$SKHY

Xiaomi $HK1810 price completely V - return

NVIDIA wipes out the cost line with one massive bearish candle‼️
$NVDA

📺 After breaking below the 200-day moving average, gold consolidates in a range—are we seeing accumulation of strength or a continuation of the decline? In the Tuesday Asian session, gold has maintained a selling bias, currently trading below $4,050, down 0.85% on the day. In the prior trading day, the gold price failed to hold above the $4,100 level, indicating the outlook for gold still leans downward. However, a lackluster U.S. dollar trend may limit how much gold can fall. Market focus remains on the two-day Federal Open Market Committee policy meeting.

Investors will look for clues about the Fed’s future policy path, which will play a key role in driving demand for the dollar and providing fresh directional momentum for non-yielding gold.
Ahead of major central-bank event risk, traders trimmed bets on further Fed rate hikes as hopes for the restart of diplomacy between Iran and the U.S. to end a conflict lasting more than five months were reignited. Overnight, oil prices therefore fell sharply and eased concerns about inflation.
Indeed, the United States paused its bombing of Iran after roughly two weeks of airstrikes. In addition, U.S. President Trump said on Monday that the U.S. and Iran have had good dialogue and there is a possibility of reaching a solution. This boosts hopes for Iran and the U.S. to return to the negotiating table and normalize energy flows in the Middle East.
However, Trump warned that if negotiations do not produce results, the U.S. will resume strikes. Separately, on Monday, Saudi Arabia, Jordan, and Iraq all reported drone attacks, which has constrained market optimism. On top of that, continued concerns about disruptions to global energy supply continue to support oil prices and safe-haven dollars. After Houthi forces, supported by Iran, announced a maritime blockade of Saudi Arabia and attacked oil facilities along the Saudi Red Sea coast, market attention shifted to the Strait of Mandeb. In addition, passage through the Strait of Hormuz remains restricted.
The fundamental backdrop appears to be clearly tilted in favor of a stronger U.S. dollar, which supports further downside for gold. Still, traders may be reluctant to take aggressive new bets; instead, they may choose to wait for the highly anticipated outcome of the FOMC meeting on Wednesday. Therefore, before gold shows strong follow-through selling and breaks below the $4,000 psychological level, a prudent approach is to refrain from opening new bearish positions.$XAU

The central bank has never stopped buying gold, but why do gold rallies repeatedly fail? In the roughly 28% drop from gold’s January peak, central bank gold purchases have never been interrupted. For reserve management institutions, price declines are only a secondary factor in the execution process and do not negate the decision to buy gold. The central bank purchases gold based on policy mandates and goals for portfolio diversification—not on price momentum—so their behavior is exactly the opposite of ETF investors.

ETF holders tend to sell during rebounds to get out of losses; sovereign institutions buy when prices fall because their long-term allocation goals have not changed. Future buying intentions are also supported by survey data rather than mere speculation. A 2026 official-sector survey shows that a record 45% of central banks plan to increase their gold reserves, and 89% expect global gold reserves to continue rising over the next twelve months.

Reserve managers have already stated that the main drivers are promoting asset diversification and reducing reliance on the U.S. dollar. Data released in June by European official bodies also shows that gold’s role in the global reserve system is still expanding.

This is the institutional change that defines the current gold market.

In 2025, Western ETF buyers determined the marginal price of gold; by 2026, they had turned into net sellers, while sovereign demand became the force behind the market’s bottom. This handover from buyers to demand from sovereigns explains why a 27% decline still did not fully break the long-term structure—and why $4,000 has been able to hold through every test.

At the same time, it explains why rallies are frequently stalled: sovereign institutions can provide a price floor, but they do not chase prices upward like trend-following funds.
$XAU

Debt worries outweigh AI positives, Nvidia falls more than 4% and slips below $200‼️
$NVDA

Who can tell me what happened to the S&P 500‼️
Stocks $SPY , gold $XAU , and crypto $BTC are all surging‼️
SanDisk (SNDK) down 12.92%;
Western Digital (WDC) down 8.62%;
Seagate Technology (STX) down 6.89%;
Micron Technology (MU) down about 6.59%
SK Hynix (SKHY) down 8.57%.

📺 Buying gold search volume plunges 80% from peak: after the crowds disperse, is this really the true trading window? Judging by Google search trends, this current gold cycle is going through a very typical sequence: in the early stage it was driven by central banks and Asian buyers; in the middle stage retail investors crowded in; and now market enthusiasm is quickly ebbing, yet the gold price hasn’t collapsed in tandem.
From 2021 to mid-2025, gold rose from about $1,800 per ounce all the way to $3,300, but Google search interest for “buy gold” showed almost no meaningful change. Meanwhile, central banks around the world and Asian buyers continued to accumulate physical gold, while speculative funds and ordinary investors were basically absent—suggesting that in the early phase of the prior bull market, it was mainly driven by long-term allocation demand rather than mass sentiment. Smart money is still doing what it does best: quietly buying before the crowd pays attention.
Real emotional frenzy began in August 2025. Searches for “buy gold” surged rapidly and reached roughly eight times the prior level by mid-February 2026. At that point, the gold price was already approaching the historical high of nearly $5,600 per ounce. Even “buy gold” searches were at one time close to eight times “sell gold,” leaving the market with almost only one-way bullish positioning and chasing demand. Gold is up about two times from the 2021 low, but public attention has grown eightfold—showing that sentiment expansion has far outpaced fundamentals. This looks more like a crowded trade than rational allocation.
Currently, search interest for “buy gold” is down nearly 80% from the February peak, roughly back to the level before the rally accelerated. Yet the gold price remains around $4,100 per ounce—only about 20% below its historical high, still roughly twice the level from the start of this bull cycle.
In other words, market sentiment and the speculative bubble have clearly cooled, but the gold price has not fallen along with the crowd. This isn’t the same as a typical bubble bursting; instead, it suggests that central-bank gold buying, worries about monetary credit, and long-term allocation demand are still providing support.
And when everyone stops talking about gold, yet the price refuses to keep falling—that’s when we should pay close attention.
$XAU

A rare collective rebound in the crypto market over the weekend‼️ Besides BTC, the altcoins $ETH $BNB $DOGE rebounds are also doing pretty well 🚀 But what you need to be wary of is that next week’s volatility will be very high:
1. The Fed and the Bank of England will both announce their rate decisions on Wednesday next week.
2. The U.S. Q2 GDP initial reading, June core PCE, the Eurozone’s July CPI initial reading, and China’s July official manufacturing PMI will all be released over the course of next week.
3. After trading on Wednesday: META, Microsoft, Qualcomm, Arm, and other tech / semiconductor companies will release earnings reports. The key focus will be the impact and effectiveness of AI-related investments and the guidance on capital expenditures.
After trading on Thursday: Apple and Amazon—the two major giants—will deliver the final blow. Consumer electronics performance and cloud business results will directly influence the overall direction of tech stocks.

Today SHIB ate spinach and went up 30% directly‼️
The altcoin wind has blown in❓ It reminds me of an old acquaintance $1000PEPE
$1000SHIB

Super Central Bank Week + Tech Earnings Exam = Two Calendars to Understand Global Market Key Turning Points ✅
🟡 Macro Line: Three Central Banks Take the Lead, and a Data Wave Is About to Hit
1. The Federal Reserve and the Bank of England will release their interest rate decisions on Wednesday in sequence. The market has fully priced in a September rate hike—indeed, it has even priced a 35% probability of a July hike. Comments from Fed Chair Waller will be the key to judging the subsequent policy path.
2. The Bank of Japan will take the stage on Friday. The yen is at a 40-year low. With inflation pressures on the rise, whether the BOJ will release a hawkish signal is drawing close attention.
3. On the data front, the U.S. Q2 GDP initial estimate, June core PCE, the eurozone’s July CPI initial estimate, and China’s July official manufacturing PMI will all be released during the week. These will directly validate the resilience of the global economy and the “quality” of easing inflation.

🟡 Earnings Line: Tech Giants Submit in a Cluster, and the AI Thesis Gets Tested
After the close on Wednesday: META, Microsoft, Qualcomm, Arm, and other tech/semiconductor companies will report earnings. The key highlights will be the payoff effectiveness of AI investments and guidance on capital expenditures.
After the close on Thursday: Apple and Amazon, the two major giants, will round out the schedule. Performance in consumer electronics and cloud business will directly influence the overall direction of tech stocks.
In addition, oil & gas stocks such as ExxonMobil and Chevron, as well as consumer stocks such as Procter & Gamble and Coca-Cola, will also report results one after another. The industry-wide business climate will become clear at a glance.

The two calendars have already been organized with all time points. We recommend you save them for reference. Market volatility this week is expected to intensify—please manage risk accordingly when trading.
$GOOGL $NVDA $MSFT

Google $GOOGL at this position—if it bounces up, it’s still a decent spot for swing trading. For a long-term hold, it’s better to wait a bit longer, but it’s almost reaching the DCA (systematic investment) range.