币圈十二叔

Chinese tech stocks are getting hammered across the board, but Tencent is doing just fine: it just received regulatory approval to expand its payments partnership with Visa.
$TCEHY is now at 49.04, down a bit from 50.35 a week ago, but it has already climbed back from Thursday’s low of 48.13.
The stock may look like it’s treading water, but the fundamentals are quietly improving.

I think ETFs and $MSTR are among the relatively safest vehicles right now, and they’re not as crazy as they used to be.

In my experience, when merger rumors surface in the market, if they turn out to be true, an official announcement usually comes out within 48 hours, locking in the deal terms.
But $MRVL and $LITE still haven't made a move.
I can think of only two possible reasons: either the two sides haven't reached an agreement yet, or they can't agree on the terms at all, possibly because…

It's only natural that people who only trade $BTC wouldn't think much of this $MU trade—these two are playing completely different games.
I just want to know: do you think that topping pattern on $MU was a real top, or just a bit of noise?

That blue support zone is holding pretty steadily; $MSTR may just be waiting for the midterm elections as a catalyst.

Look at $MRVL two weeks later—it’s already down 20%.
That’s why I keep watching the charts for signals.
The candle on October 14 was the clue; later, it got rejected again around the prior support/resistance level near $250.

SK hynix’s $720 billion expansion plan is 18 times the $39 billion in U.S. CHIPS Act manufacturing subsidies. Put those figures side by side, and it’s obvious who’s making real-money bets.
The company’s management has characterized AI memory demand as a structural shift—not a fad that will fade after one hype cycle;
analysts broadly agree that tight supply and demand could last at least through 2030.
Put simply, Asians are laying the foundation for the AI boom.
$SKHYNIX

$AIN On the hourly timeframe, I’m leaning bullish, and the daily structure is also aligned in that direction.
But note that this move is actually pushing against the weekly trend and $BTC , so I wouldn’t rush to get in; I’d wait for a cleaner confirmation signal before saying more.
Let’s first see whether the initial wave can reach the previous high at 0.19800.

Let me lay this out: based on Friday’s closing price, America’s only advanced chip foundry, $INTC , is valued at just 11 to 14 times its expected earnings for 2029 to 2030—and people are still selling? Honestly, I see this as a once-in-a-generation opportunity for investors.

I looked at that IDC figure: $BABA has 46.6%. What that number really reflects is its cloud foundation, not how powerful its models are.
Whoever controls the data and the customers’ bills can basically charge a little extra for models as an add-on.
So the fact that $ZHIPU ranks second with 10.6%, without even having its own cloud to back it up, is what’s really worth pointing out.

I think the price action on $INTC says three things: stock prices move on guidance, not last quarter’s results;
being big doesn’t protect you either—$INTC fell nearly 28%;
the day’s highest trading volume came from people getting out, not getting in.
Which of these have you learned the hard way?

Memory used to be a standard commodity. Customers didn't care whether it came from Samsung, $SKHynix, or $MU —as long as it worked.
Now HBM is customized to each customer's needs, and contract terms have stretched from one year to five.
I think South Korea's manufacturing precision is becoming the backbone of AI.

According to this IDC data, by revenue share in China’s MaaS market, Alibaba ranks first at 46.6%, $ZHIPU Zhipu AI is second, and ByteDance’s Volcano Engine ranks third at just 10.2%.
But I think this estimate clearly underestimates ByteDance’s actual presence in the market; its real share should be considerably higher.

$INTC and $AMZN —once those earnings came out last night, they dragged the entire AI sector down with them. Watching the market, I was holding my breath for the bulls.
$SOXX fell 6%, and Dell plunged 10% between after-hours and premarket trading. That sentiment spread fast.

I noticed that $MSTR 's CFO resigned on November 5, and the CEO will fill in until January 1.
Put simply, this role at $MSTR is mainly about raising money to keep buying $BTC .

THORChain has once again been confirmed as an exit channel. With this $RUNE move, I’m focused on one question: should I trade it as a short-term play based on a week’s worth of volume, or bet that it can still hold up after the money-laundering flows dry up?

$INTC It dropped more than 23% after hours. Intel really botched this earnings report.
I thought… but it still turned out to be weak PC sales dragging things down?
It’s been like this for a while now. They even said on the call it would continue into next year—it just sounds like the same old story.

I noticed one detail: when the U.S. inflation data was released, Hong Kong markets were closed, so rtokens like $TENCENT , $BYD , and $XIAOMI traded without local real-time prices to compare against.

SK Hynix has said that the memory chip shortage will continue through 2030, and that capacity is basically already fully booked.
$SKHynix This statement is pretty significant—it means this memory crunch isn’t just a short-term phenomenon.
What I’m more interested in is how the industry allocates supply going forward: the pace of capacity expansion, how much capacity goes to HBM, and how traditional DRAM and NAND are divided up. These are the things that really affect prices.

I took a quick look at tonight’s implied EPS volatility: $AMZN is around ±7.5%, $INTC is at ±8.4%, and $COIN is about ±6.6%;
The dozen or so remaining stocks also have sizable expected moves, mostly between ±5% and ±8%. A few are straight above ±11%, while the smallest is just ±2.7%.
With the implied volatility for tonight’s batch of stocks looking like this, keep a close eye on the market.