币圈十二叔

$CRDO just released revenue, up 115% year over year, yet the stock price saw a sharp drop.
I’ll compare it with peers like $AVGO , $MRVL , and then look at the investment thesis and a reverse DCF valuation to figure out whether this decline is due to weakening fundamentals—or a worthwhile buying opportunity to watch.
Most retail investors lose money not because they can’t get the call right, but because they can’t control their hands. My system—which I’ve backtested, with stop-losses fully automated—tracks the market 24/7 without missing a single trade. If you want to review it together, please visit my profile.

Just saw that Altera secretly filed an IPO application. This may be more significant for $INTC than Altera’s listing itself, since it will provide the market with a reference valuation for Intel-family chip companies.
Silver Lake has also added another co-sponsor; Intel’s strategic attribute is still very clear.
But so far there’s no valuation, number of shares to be issued, or specific timetable.
Chasing prices or panic selling, and following rumors—it's all too easy to be treated as liquidity. I trade only when my quant system signals trigger; no FOMO. I want to sync my live trading—go to my profile.

I think this Tencent patent for the “live-stream co-hosting” model really puts pressure on Amazon’s Twitch: either it licenses this Chinese competitor, or it comes up with an alternative that delivers a worse experience.
After the patent was approved, Tencent also operates Huya and Douyu, giving it an advantage on one side—while Western platforms can only respond in a hurry. $TENCENT
Most retail investors lose money not because they can’t judge correctly, but because they can’t control their impulses. I have a backtested, stop-loss fully automatic system that monitors the market 24/7 without missing any trades. If you want, go to my homepage to watch it alongside me.

I think the storage sector does face some macro headwinds in the short term, but the AI fundamentals are still very strong. This kind of pressure feels more like a temporary setback. So at this point, I’m more inclined to buy on dips rather than treat it as a sell signal.
The storage contract prices are still rising quarter-on-quarter in Q3. The Q3 reports likely to be released in mid-to-late October should be pretty impressive. There’s a fairly good chance that Micron will beat expectations, which could become the next catalyst.
As for <br>Hynix, Micron, and $SKHY , the shares I picked up at the bottom I’ll continue to hold.
Manually trading in this kind of market is the easiest way to end up getting slapped in both directions. In my quantitative matrix, shorting the index is already a standard move—when triggered, I execute; if wrong, I cut losses. You can view the live performance on the homepage and see how it runs.

I saw that DeepSeek V4.1 Flash, according to the announcement, has reduced the cached input price during off-peak hours to 0.02 yuan per million tokens. This cost change will put pressure on the valuations of $ZHIPU and MiniMax.
But cost wars are one thing; the Arena competition is another.
My funds will automatically shift from weaker strategies to stronger modules—shrinking in headwinds, adding when conditions are favorable. The drawdown guardrail is dynamic. There’s a live trading entry point on the homepage.

The funding rate for $IDOL over the past 24 hours has already reached +0.1354%. Longs are continuously paying protection fees right now. I’m not going to chase the 4th place on the gainers list on this momentum—I’ll wait for a rebound to short.

More troublesome is that the long/short ratio on the account is 1.99, and the large-holder positioning ratio is also 1.46; the position directions are highly aligned. Even OI 14M is higher than OI 12M market cap—participation with leverage is too heavy. As long as the price keeps trying to surge but can’t, the first to loosen their grip is very likely this batch of high-cost longs.

The 4-hour RSI7 has reached 75.6. The current price, $0.01137, is also clearly above EMA5 $0.010793, EMA25 $0.010032, and EMA60 $0.010922. The short-term trend hasn’t broken yet, but the odds are already not suitable for chasing longs. Especially with BTC down 3.21% and the whole market down 4.25%, $IDOL ’s independent strength lacks market-wide support—pullbacks will be more direct.

I’ll only wait for a rebound above $0.01137, then short after pressure shows up. I’ll drop back to $0.010922 to take part of the profit first, and if it keeps weakening, I’ll look at $0.010793. If it reclaims and holds above, then continues to strengthen, I’ll admit I’m wrong and exit—no taking the risk of catching for a crowded long position.

📊 Direction: wait for a rebound, then short
💰 Entry reference: after the rebound above $0.01137 confirms resistance/pressure
🛑 Stop loss: exit after reclaiming the rebound high
🎯 Take profit 1: $0.010922, 4-hour EMA60
🎯 Take profit 2: $0.010793, 4-hour EMA5

The higher the funding rate, the more you should ask before chasing: who’s paying for you?

Are you going to keep forcing the squeeze from the long side, or will the high-cost longs be the first to let go? Pick one.

$IDOL #技术分析 #十二叔
This round I’ll keep watching according to the plan. If you want to follow my rhythm, go to my Binance homepage to check—if it suits you, you can copy-trade.
Click my profile to copy-trade immediately
https://www.binance.com/zh-CN/copy-trading/lead-details/5051200019981811968

$AKE is because of this kind of manipulation that the entire crypto industry has been unable to truly move forward.
The market has been turned into utter chaos—it's really ruining the ecosystem.
Manual trading can't prevent people from losing control; that's the norm. My system uses signal triggers to start, and stop-loss/take-profit are executed automatically, so I'm not swayed by emotions. If you want to see what I'm doing, check my profile.

The CEOs of AI companies say on their mouths they’re talking about slowing down, but what semiconductor suppliers are hearing is still “we need more.”
Storage customers continue to demand increased supply, signing multi-year long-term agreements, and even locking in capacity years in advance.
The supply-chain signals from Samsung, SK Hynix, $MU , $SNDK are very clear: demand is still strong, and capacity is still tight.
Getting the worst deal is when you hear big-name influencers yelling for FOMO and rush in. I’ve fully systematized and backtested everything—just follow along and you can sync real-trading strategies with a single click. Go check the homepage.

AI hardware sell-off is still ongoing 👀
On Tuesday, chip, memory, optics, and AI server board segments remain under pressure, and names like $NVDA , $MU , $SNDK are all on the watchlist.
The biggest question now is: is this just a pullback in the AI hardware sector, or will weakness further spread to software and cloud computing?
👀
Hold BTC/ETH/SOL long-term from the low end as the core position; for high-volatility instruments, use Dragon-Slayer and Dragon-Hunter for harvesting. The portfolio holds on to Beta over the long run while also keeping drawdowns under control. The live-trading entry is on my homepage.

I’ve noticed that discussions in the market about the scale of funding for China’s AI labs are still not enough, especially for $ZHIPU , Moonshot, and DeepSeek.
In just 4 to 5 months since June 2026, their cumulative funding has reached roughly $35 billion, about 7 times the cumulative amount raised earlier than this May.
Holding on without cutting losses is the culprit behind small losses turning into big ones. I keep the position size for each instrument at ≤2%, set strict stop-loss orders, and my risk control is fully automated—you can see the live trading run on the homepage.

I want to figure out what exactly will happen when $STRC finally “kills” $MSTR .
No single strategy can cover all market conditions—this is the essence of the market. My multi-strategy matrix lets the right people win the right battles, with both offense and defense. It feels better than going all-in with a single shot. There’s an entry point on the homepage.