比特机直播

Guys, are Musk and CZ trading barbs?

I have to ask: weren’t Musk and CZ college classmates? And Binance is also one of Twitter’s shareholders. CZ even said he holds $1 billion worth of SPCX stock!

Why did Musk post two tweets in a row mocking Binance after it was hacked? First he sarcastically replied to CZ’s post reminding people about security, then he brought up SBF’s past as a joke…

Does Musk really hate crypto that much? He didn’t have this attitude when he was shilling Dogecoin! #BTC #Musk-related

Folks, things have gone sideways again—the AI bubble might really be about to burst!
INTC’s earnings report released in the early hours showed fourth-quarter guidance well below market expectations. Weak PC demand and limited chip supplies sent the stock plunging 20% after hours!

Honestly, I can’t even. Looks like U.S. stocks are having their own Singles’ Day sale: Google took the first hit, then Intel, Amazon, and SanDisk kept falling after hours.

SanDisk beat earnings expectations, and its stock still got hammered.

Is this a buying opportunity created by the sell-off, or is the AI boom starting to face the bill? #BTC #INTC

Guys, something huge has happened! Quick, buy the BNB dip?
Binance lost $6.3 billion after a BN engineer's computer was hacked! How much access did this engineer have? Hope Binance can get through this! The biggest theft in cryptocurrency history!

Guys, this is bad—Google’s in serious trouble!
Google’s earnings report, released early this morning, showed that both revenue and profit fell short of expectations!
The most eye-catching figure: its free cash flow was negative $9 billion.
After the numbers came out, Google shed 10% overnight, wiping out $400 billion just like that.
Is the AI bubble about to burst?
How could one of the world’s most profitable advertising companies perform so poorly?
I remember Buffett was still on board. Is old Buffett’s reputation going to be tarnished in his final years??#谷歌财报能否守住基本盘 #Bitcoin

Guys, something huge happened at SK Hynix today: its third-quarter revenue hit 104 trillion won, up more than 300% year over year, and its operating profit topped 83 trillion won. In other words, for every 100 won it makes in sales, it earns 80 won in profit! I’m honestly speechless—please tell me this isn’t real! The peninsula may be small, but it creates legends. Loyalty~#比特币突破8.1万美元

Guys, Musk is making big moves again. Today, he publicly posted a bearish take on cloud computing power companies!
He clearly stated that most cloud computing power companies will go bankrupt in the near future!
Only companies with side businesses that generate profits and stable cash flow will survive, like his own SPCX.
I just want to say, Musk, please stop talking. My wallet can't take it anymore—AI has tanked hard. #股票财报季

TSMC’s profit surged 69%, yet its stock fell 5.2%.

This may be the most thought-provoking contradiction in the current AI bull market.

If AI demand is really weakening, how did TSMC deliver such strong results?

But if everything is going well with AI, why has the semiconductor sector been falling for several weeks in a row?

The issue may not be demand, but valuations and returns on investment.

Over the past two years, the market has focused on how much growth AI could generate. Now it’s starting to ask: how much of that growth will actually translate into profits for shareholders?

AI giants continue investing in computing power, and chipmakers are making a fortune. But financing costs, equipment depreciation, and competitive pressures at data centers could gradually become new constraints.

This means that even if the AI industry keeps growing, not every AI stock will necessarily keep rising.

I’m watching three signals in particular:

1. Whether orders for Nvidia and its supply chain continue to materialize;
2. Whether supply and demand, as well as profit margins, change for memory chips;
3. How much real cash flow the capital expenditures of cloud computing giants actually generate.

My view: It’s too soon to declare the AI bull market over. But it’s just as dangerous to assume that anything associated with AI will keep going up.

What do you think is the biggest risk facing AI stocks right now?

Is demand peaking, or have valuations already priced in several years of future growth?#比特币回升至8.2万美元 #台积电6月营收同比增67.9%

The reason Micron and SanDisk shares plunged has been found: Musk replied personally, sending them tumbling even further. #美光 #闪迪
Musk said: “Memory will eventually be made dirt cheap by China.” The reason:
Yesterday, Chinese company ChangXin Memory Technologies announced progress on a new 4F DRAM cell architecture designed to improve chip density and efficiency. It also announced plans to introduce DDR5 server memory using this technology by the end of 2026.

In other words, investors are worried that once China starts mass-producing memory, the memory shortage will ease!
Micron and SanDisk shares plunged in response~

The Zunjie brake-gate controversy has become a complete Rashomon situation, with Zunjie and Dongchedi trading blows from afar!
Dongchedi: The brake pedal brackets on three Zunjie V800s broke during brake testing!
Zunjie: Our brake pedal brackets meet national standards, but for our users' peace of mind, we'll replace and upgrade them free of charge.
Zunjie: We've commissioned a third party to test the brake pedals. They didn't break under pressure twice the national standard, and the deformation was within the national standard.
Dongchedi: That was a static test. There was something fishy about you sending it to Chongqing for testing. You have no photos or videos from the test site. If there's nothing wrong, don't upgrade them!

It looks like both sides are ready to fight this out to the bitter end. #比特币反弹至8.3万美元上方 #尊界

Bitcoin is no longer just an ordinary weak rebound—there’s an 80% chance it’s a bull market!

What I’m seeing right now is around 100k, which is already a decent行情. There’s still a tremendous opportunity in the second half of this year!

Most importantly, the money in the ETF really has come back.

Spot ETFs have recently been getting continuous inflows. On September 21 alone, the net inflow was nearly $1 billion. Over three trading days, the cumulative inflow was about $1.59 billion.

Institutional capital is returning to the market—this is one of the most important changes behind this round of rally.

Now the real key isn’t whether “86,000 can still be chased.”
Instead, it’s whether, during the upcoming pullback, the $80,000–$82,000 area can turn into support, and whether trading volume and ETF inflows can keep going!#比特币突破8.7万美元创八个月新高 #ZEC突破1600美元创新高

I dare say Soxl is a ten-bagger
Going all in on the semiconductor market
Those who believe will be blessed – embrace Ai#比特币连跌4日STRC跌破面值