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After the open, gains in the AI sector widened, with CPO concept stocks leading the rally.
Micron $MU , SanDisk $SNDK , NVIDIA surged!
SK Hynix on the U.S. stock market, SKHY, has already surged; tomorrow Korean stocks $SKHYNIX and Samsung #Samsung are bound to rise‼️

Google $GOOGL is just one step away from breaking through $350‼️Once it breaks above, the upside space will open up again🚀🚀🚀

#黄金 Gold is up again 🚀🚀🚀 Spot gold has already returned to 4466 US dollars, back to 5000 dollars per ounce—it's not far off yet‼️
$XAU

Has the pullback at the end of August for gold already ended? The pullback that began in late August for international spot gold is basically in line with earlier expectations. At that time, price action had entered a critical zone, and with inflation data and the risk that Jackson Hole could release hawkish signals, the rationale for calling the pullback was logically sound. Afterwards, the market found fund support near the 200-day moving average and a historical area of heavy weekly trading volume. On Wednesday, the price action showed that bearish momentum had already faded in that area. Bulls and bears are currently in a phase of exchanging positions, and short-term volatility may ease somewhat.
The U.S. Dollar Index also printed a doji near the 50-day moving average, suggesting that the near-term strong trend may be difficult to sustain. This means that, with upward pressure on the dollar index temporarily alleviated, gold may move toward the $4,600 level.
Signals from higher time frames have not changed: the likelihood that gold ultimately breaks above $5,000 still remains. The futures net long positioning continues to rise. Longs are adding, while shorts are covering. The options market is also sending consistent signals: the willingness to build bearish options has clearly declined, and the risk-reversal indicator remains relatively high, indicating that options traders are not heavily positioning for a deep selloff.
I believe that unless the U.S. dollar achieves a major and sustained breakout to the upside, over the coming weeks to months I still tend to implement a “buy the dips” strategy for gold. If momentum runs out and then turns downward, after a break below $4,300, $4,076 will become the next level to watch. But for now, this scenario seems less likely. Dip-buy orders will step in at a discount to prepare for another attempt at challenging $5,000.
As for this week’s Nonfarm Payrolls, historical patterns show that volatility rises sharply on the day the data is released, but the average return is close to between plus and minus 0.1%, so directional bias is not clear. The probability that gold rises on NFP day is 53.8%, and in the past eight occurrences, it closed higher six times. Although data coming in below expectations is a necessary condition for gold to rise on NFP day, the latest U.S. employment data suggests this situation is very likely to happen again.
$XAU

Dell Technology pre-market rises nearly 10%! The company’s full-year guidance is raised above expectations, Q2 revenue hits a record high, and demand for AI servers explodes. $DELL
Dell shares rise nearly 10% pre-market, continuing the AI-server narrative from the May earnings season. After first-quarter revenue grew 88% year over year, the market has repriced Dell as a core AI infrastructure beneficiary. Morgan Stanley’s price target was raised from $170 to $448, which is a clear signal. With Q2 revenue hitting a record high and full-year guidance raised again, it suggests that AI-server orders are not just a one-time pulse, but a repeatable, quarterly growth pattern. Industry momentum is flowing from leading GPU makers to server OEMs.

$MSFT June drop to the weekly EMA200 at $370, and by August it had risen to $510. Now the same opportunity is appearing again: $WMT the daily chart has fallen to the EMA400 at the $105 level, and the last time it fell to this level was in 2022—bullish long-term.

There are a few assets worth everyone’s attention: Google $GOOGL , Samsung $SAMSUNG (South Korea), Intel $INTC , and also Korea SK Hynix (SK Hynix) which is currently oscillating near support—worth keeping an eye on.
At this time, Google is at $335, Samsung at 185, Intel at 88, and Hynix at $1204—bullish in the long term.

In 2002, Zhang Yongping bought NetEase for $2 million when the stock price was below $1. He held it long-term and exited around 2010, earning more than 100x returns.
The behind-the-scenes founder of OPPO and vivo, and the mentor of Huang Zheng of Pinduoduo. He spent $620,000 and had lunch with Buffett.
He has held a heavy position in Apple and Kweichow Moutai for over ten years.
Over more than a decade of answering investment questions on Snowball, he has intermittently shared his core principles. I’ve distilled the key ones he repeatedly emphasized:
Three stock-picking standards

Right business — Is the business model good? Can it consistently generate cash flow?

Right people — Is management reliable? Is the company culture healthy and proper?

Right price — Is the price reasonable? Compared with the discounted value of future cash flows, is there a margin of safety?

Only when all three are met do you make a move. If any one is missing, don’t.

Investment principles he repeatedly stressed

Buy stocks is to buy companies — “When I see this sentence, I understand everything. That’s all you need.”

Circle of competence — “Knowing where the boundary of your circle of competence is matters far more than how big it is.”

Don’t easily expand your circle of competence — “Understanding a business often takes many years. Don’t jump in just because you’ve grasped two concepts.”

Look long-term, not short-term — “It’s harder to look three or five years ahead than ten years ahead, and the shorter the horizon, the harder it is.”

How to know you’ve really understood — “You won’t want to ask someone, ‘Do I understand it?’ If you still have doubts, it means you don’t.”

The prerequisite for holding is that you understand — “Most people can’t hold, because they don’t understand.”

Don’t do what you don’t understand — “Doing the right thing means knowing not to do what’s wrong.”

His real-world cases

NetEase: Bought for under $1 in 2002, held long-term, and ultimately returned more than 100x

Apple: Started buying in 2011, earlier than Buffett, and has held a heavy position ever since

Kweichow Moutai: Bought with a heavy position in 2013, never sold a single share, and held it for over 10 years

Judgment standards: The heavy-position stocks he has invested in over a lifetime can be counted on one hand—NetEase, Apple, Kweichow Moutai, and Tencent.

One reminder: Zhang Yongping’s method looks simple, but “simple” and “easy” are two different things. Most people’s problem isn’t that they don’t know these principles—it’s that they can’t do them. Understand first, then practice.

Zhang Yongping’s current holdings: Apple $AAPL , Tencent $TENCENT , Pop Mart $POPMART

Zhao Changpeng Cz entrepreneurship journey:
CZ was born in rural Jiangsu, immigrated to Canada at age 12, and worked at a McDonald’s in Vancouver and at a gas station. He later entered McGill University to study computer science, and subsequently worked in financial technology in Tokyo and New York. By age 25, he was leading a team of about 60 people at Bloomberg, with an annual salary of $390,000.

In 2005, CZ went to Shanghai to found a fintech company, but after running it for 8 years, the equity he held became zero when he left.
After first encountering Bitcoin in 2013, he sold his Shanghai property and invested the funds into Bitcoin. The coin’s price then dropped by about two-thirds, followed by a sideways trend for roughly a year and a half.
In 2017, CZ founded Binance and raised $15 million through ICO financing. The platform token fell 40% on the first day of its listing, but about five months after the company was established, Binance became the crypto exchange with the highest global trading volume.

US stock close: crypto concept stocks broadly rose, $CRCL rose nearly 10%‼️
The mainstream coins pulling back are about time to get on board—$BTC 、$ETH are bullish 🚀🚀

Strategy After a two-month gap, increased holdings again last week by 4,603 BTC at an average price of $80,318; $STRC
Bitmine increased its Ethereum holdings by 53,501 last week for the 65th consecutive week;
$BMNR

Historical experience shows that September is often the month when performance is worst, with #美股 . In 2026, an election year, and given the strong early performance of the stock market, seasonal factors may change.

#黄金 test 4430 position, the more and the less have arrived at the critical point‼️

KOSPI index in South Korea turns upward, wiping out the prior 3.6% drop! The KOSPI made a V-shaped reversal during the day—jumping down 3.6% from the open and then erasing the decline. This level of volatility has already become the norm in 2026.
Meanwhile, Samsung $SAMSUNG , SK hynix $SKHYNIX , and the US stock $SKHY also rebounded with the V-shaped reversal, and their levels look pretty good, suggesting a bullish outlook.
US stock NVDA’s pre-market data is also rising 🚀

Apple $AAPL and Corning $GLW both plan to open a new innovation center in central Kentucky—will this be good for US stocks?
Apple’s position is average, while Corning’s at 148 is quite decent 🤔

Although I don't like $QCOM , the position where it was able to retrace to $164 is indeed worth attention.

Here are the 15 best-performing U.S. stocks in 2026
1. $SNDK +526%
2. MRNA +368%
3. $TWST +346%
4. $AEHR +300%
5. $DELL +262%
6. $AXTI +259%
7. $MU +227%
8. $AAOI +205%
9. $WDC +167%
10. $MRVL +155%
11. $PENG +153%
12. $NBIS +150%
13. $LITE +143%
14. $INTC +142%
15. $BE +142%