王不爱
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王不爱
推特X：王不爱，全网同名。手续费返现20%邀请码：BW9149。TACO交易和左侧交易者，运用自然交易理论&裸K，分享日常和交易思路。来不及了快上车！和不爱一起穿越牛熊！
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Yushu Technology CEO Wang Xingxing directly became the new post-90s richest person, with a fortune exceeding a trillion yuan... The first stock of the robotics company goes on the Sci-Tech Innovation Board tomorrow, so is this wealth-fantasy more intense than Musk’s? But looking at the prospectus, Wang Xingxing directly holds 86.714964 million shares; after the issuance, he will own 21.4395%. Combined with his indirect holdings, his total stake is about 30%. His personal fortune breaks one trillion yuan directly. Is this valuation a genuine robotics revolution, or yet another capital feast?
Verified
Will U.S. accounting standards recognize stablecoins as “cash”? The FASB has proposed that stablecoins with liquid reserves, annual disclosures, and a 1:1 peg to the U.S. dollar would be treated directly as cash equivalents—at the same level as U.S. Treasuries and commercial paper. In effect, it’s a green light for compliant stablecoins. From now on, companies holding these assets in their financial statements may no longer need to recognize impairment as intangible assets. Friends, stablecoins are one big step closer to everyday payments, but as of before November 19, they are still open for public comment—will this actually be implemented in the end?
Yush Technology is going public on the Sci-Tech Innovation Board tomorrow, friends! The first robotics stock is finally here—an even better humanoid robot. Before, everyone could only buy US stocks and concept stocks when they talked about robotics. Now there’s a real one on the market. But if Yush Technology goes public, will it be like Cambricon back then, where the opening is already the peak?
Verified
The UAE has directly suspended all trade and financial transactions with Iran, citing that two ballistic missiles were detected coming from Iran, while Iran denies having launched them. This isn’t mediation—it’s turning its back. The ships in the Strait of Hormuz haven’t even left properly, and trade is already cut off... As for the oil price this time—was it just a false alarm, or is there a real drama unfolding?
Former U.S. ambassador to Oman directly blasted: Trump’s bomb threats toward Oman are just a show—the White House wants control of the strait. But isn’t the strait not even open for navigation yet? Trump says “no need to rush” on one hand, while threatening to bomb on the other—what exactly is he trying to achieve?
Cursor is starting to snatch GitHub’s bowl, as Origin officially opens its beta! Users can directly host repositories on Cursor, manage PRs, browse code, and even let the Agent edit code and push branches. However, for now it only supports paid plans—regular users will need to pay first to use it. Friends, are you getting on board for this wave of AI code hosting?
Binance Alpha has sparked another Meme coin this time. “Cow Comes” surged straight to a market cap of $50 million, jumping more than 68% in the short term. Even GMGN’s market data has been blowing up—this speed… did the bull really arrive, or is it the last mouthful of profit?
Partly True
U.S. pre-market technology stocks are collectively collapsing, with the storage and optical communication sectors taking the worst beating. The Nasdaq is down 0.32%, the S&P 500 is down 0.52%, and the Dow is down 0.51%. SanDisk is down 4.19%, Seagate Technology is down 5.11%, Western Digital is down 5.23%, and Micron Technology is also down. With things looking this bad before the bell, will tonight’s market open be even uglier? Friends, was this an overreaction, or is this really the top?
OpenRouter sells itself, VCs cash in first? The Stripe acquisition hasn’t been officially announced yet, but Business Insider already broke the news: if the deal is completed for more than $8 billion, the combined stake held by a16z and Menlo Ventures would be worth nearly $2 billion. The most outrageous part is a16z—it invested from the seed round last year... the return speed, folks—are AI infrastructure valuations for real or just hype?
Verified
The Nasdaq is about to run for 23 hours—will tokenized stocks on-chain still have room to play? U.S. stocks are about to enter full-day trading, and tokenized stocks are going crazy. With this Nasdaq late-night extension, is it chasing after the on-chain market, or trying to outright swallow it? Friends, when you trade U.S. stocks from now on, you can place orders even while you sleep……
Partly True
South Korean retail investors net bought $4.5 billion worth of U.S. stocks in July, even buying their own country's stocks in the U.S.; SK hynix ADRs were bought at a premium of 10% over the local price. They’ve changed the battlefield but not the playbook—continuing their fervent bets on AI, semiconductors, and leveraged ETFs. But in U.S. pre-market trading, the storage sector has collectively plunged: Sandisk is down 5.26% and the Hynix ADR is down 4.1%. Is that 10% premium an arbitrage opportunity, or a chance to get the knife passed along? Friends, who, exactly, is this money supposed to make?
Did Trump suddenly threaten to bomb Oman? After Iran and Oman spent three months negotiating and finally reached an agreement on the Strait of Hormuz passage route, Trump’s latest move turns the mediator into a scapegoat. With the strait reopened, are we closer to dawn—or farther away?
Partly True
The Houthis have directly struck as far as Mokha Port, and the strategic choke point in the Bab el-Mandeb has been forced to halt… This isn’t a regional conflict at all—this is the global supply chain’s life line being held in someone’s grip. The Yemeni government’s armed forces have vowed to push the front lines into areas controlled by the Houthis. In the Red Sea, this powder keg—one spark and it’ll blow. Friends, is this spike in oil prices just a false alarm, or is there really a big drama unfolding?
Houthi forces have gotten involved in Iran’s war, and the Red Sea has once again become a flashpoint... Cargo ships in the Strait of Mandeb were attacked, and Saudi oil refineries and tankers were hit as well. This isn’t a regional conflict at all—it’s clearly the global supply chain’s jugular being squeezed. If oil prices surge again, can inflation still be kept under control?
“The ‘new bond king’ Koulak directly fires back: using bananas as collateral to issue 30-year bonds? This is about AI chip financing—Wall Street is turning chip assets into asset-backed securities, using a playbook similar to the subprime mortgage packaging of junk bonds back then. Koulak believes this kind of financial innovation is a signal that the risk market is topping out. Friends, is this AI wave genuinely hot or just a bubble—you already know the answer in your heart, don’t you?”
Verified
Fidelity Bank downgrades its gold price target, saying the reason is that U.S. Treasury real yields are too high, keeping gold from breathing… but then it turns around and says that Asian demand and central bank gold purchases can still support a long bull run. Isn’t this logic contradictory? The opportunity cost of holding gold is indeed expensive, but central banks in Asia keep buying gold—the question now is: is this a play by institutions to lure more chips, or do they truly think gold prices are near the top?
Verified
Is the Fed Chair Waller planning to play tai chi at Jackson Hole? Before the meeting even starts, internal disagreements within the committee about raising rates are already causing an uproar... This isn’t exactly a calming reassurance—it’s more like keeping the market guessing. Friends, for September, are you betting on a rate cut or a rate hike?
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