Jealousy尼卡

Just 1,000 more followers to reach 10,000! Please follow! Final push!

I'm giving everyone a big red envelope this time 🧧🧧🧧

Follow me = 🧧

#BNB

Only 1,300 followers away from reaching 10,000! Please follow! Final push!

More giveaways and red envelopes 🧧🧧🧧

Follow me = 🧧 #bnb

$LITE and $MRVL redefine what it means to be a “powerful combination”

After the merger was officially announced on November 2, shares in both companies fell instead of rising.
MRVL fell about 12.72%, while $LITE fell about 18.59%.

Why is the market unimpressed?

Mainly because this is an all-stock deal. Lumentum shareholders can exchange each of their shares for 4.5 shares of Marvell stock. Once the merger is complete, former Lumentum shareholders will own about 33% of the new company. The ownership stakes of existing Marvell shareholders have been significantly diluted.

Capital only looks at the immediate gains, not the long-term story.
#美国中期选举倒计时，美股博弈窗口已开启？

Someone in the comments told me: Canary is applying for a $PEPE ETF.

I looked into it, and it’s true. So, PEPE does seem to have gained another fairly concrete potential catalyst. No wonder Sun bought so much in one go. Could he really know something we retail investors don’t?

Of course, we’ve already seen just how much an ETF can move a coin’s price: $ZEC taught us that recently. Ever since the ETF-related news came out, the price has shot straight up like it had taken a power pill.

But I also asked Grok to look into it, and found one detail worth noting: there’s no fixed approval timeline for an S-1. Ultimately, it’s up to the SEC’s review, and there’s no telling when it might take effect. Filing an application also doesn’t guarantee approval. So, for now, the $PEPE ETF is more accurately described as a potentially major catalyst—not a sure thing just yet.

I’ve asked the Grok bot to keep an eye on the approval process every day. I have to say, using AI to track this kind of information is really convenient—it saves me from having to check the announcements every day myself. If there are any new developments with the $PEPE
ETF, I’ll share them as soon as possible.

Let’s get a win for the group this time. 😎😎😎

The whales are all buying $PEPE , and @justinsuntron, Sun Ge, went straight in with $20 million. Looking around, quite a few friends have started jumping in lately too.

But then I suddenly had a question: if everyone’s already positioned themselves, who’s left to pump the price?

If there really is a market maker, why would they carry everyone else to profits? They’re not running a charity—why pump the price so we can all get rich together? Or is there some bullish news about $PEPE that retail investors haven’t heard about yet? Or has something been happening in the community lately that I’ve missed, something that’s restored everyone’s faith?

The more I think about it, the stranger it feels. So I’m going to buy a small position just to watch, and take part in a “social experiment” firsthand: when everyone thinks they got in early, who ends up holding the bag for whom?

And while I’m at it, let’s see how likely this whole group is to crash once they’re all on the road.

I've found that many people can't even do the simplest thing in investing: stay objective.

Only by staying objective can you keep your head when others are experiencing FOMO.
Only by staying objective can you stay clear-headed when others are caught up in FUD.

I took a look around X today, and everyone’s buying the dip in crypto.

I already bought some yesterday at $UNI . I was thinking of buying more today, but seeing this, I can wait a little longer. Feels like it could drop some more.

Others are greedy, I’m fearful 🥲🥲🥲🥲

To be honest, I don't think the @HYPERDailyTK account can represent @HyperliquidX's official position. It isn't even followed by the official account.

That said, it's clear that the person running this account has very low moral standards. In China, this kind of behavior is called taking advantage of someone in their hour of need.

Competition between industry peers is perfectly normal, and even trading barbs now and then is nothing unusual. But just look at how Mr. Xu from @star_okx handled things. He's often gone head-to-head with Binance, but this time he didn't try to poach customers or kick them while they're down. Instead, he proactively offered a helping hand.

That's the kind of perspective a mature industry participant should have.

As an adult, I'm glad to see healthy competition. Whether CEXs or DEXs ultimately come out on top, I hope the winner earns it fairly through its products, services, and capabilities—not by stabbing others in the back.

I also hold $HYPE , and I hope these accounts with HYPE in their names don't tarnish Hyperliquid's reputation.

Finally, I hope Binance gets through this difficult time soon.

$INTC After a drop like this, to put it plainly, it comes down to four words: the guidance has collapsed.

Revenue was originally expected to be 17 billion this quarter, but actual revenue came in at just 16.5 billion. Next quarter’s guidance plunged to 15 billion, down 9.1% quarter over quarter. Even Intel itself seems to have lost confidence. If the company doesn’t believe in itself, why should the market?

There’s another knot Intel can’t untangle. Memory prices are rising, PC sales are sluggish, and the PC business has taken a major hit. But if memory prices really do fall, that could mean the AI boom is cooling off. What then happens to the AI clusters and data centers built with huge investments? PC and AI are now like two sides of a coin—either way, one of them is bound to suffer.

Another concern is whether the market believes that massive investments in AI can generate revenue. After spending so much to build out AI, can that money really be earned back? This is especially a concern for downstream companies in the industry.

Intel’s fundamentals have indeed deteriorated. We’ll have to see whether it can grow DCAI, improve gross margins, and narrow Foundry losses over the next 2–4 quarters.

Finally, although a drop can create an opportunity, be sure to manage your position size carefully.
#英特尔INTC

Woke up to a waterfall in the face.

Binance was hacked for $5.6 billion, and US tech stocks are in free fall. I’ve already closed out all my short-term positions. I don’t think Binance is in much trouble; even compensating everyone for the full $5.6 billion wouldn’t be a big deal for them (besides, withdrawals aren’t possible right now anyway, so don’t scare yourself).

But the fundamentals of US tech stocks really have deteriorated. Yesterday, $GOOGL missed earnings expectations. That’s not a big deal—I bought after the plunge, so my cost basis is very low. But the after-hours plunges in $AMZN and $INTC this time were a bit alarming; it really does feel like there may be systemic risk.

Also, concerns about AI spending are back. The capital expenditures of several giants are staggering, and cash flow is deteriorating. People are starting to wonder whether these AI investments can actually pay off, so money is flowing out of big tech and into small caps. The Nasdaq fell 1.4%, while the Russell 2000 small-cap index rose about 1%.

On top of that, two Fed officials voted in favor of raising interest rates. GDP growth of 3.4% and low jobless claims, both reported yesterday, point to an overheated economy. The odds of a December rate hike have risen, putting further pressure on highly valued tech stocks.

Make sure you keep your positions under control. The worst thing would be for prices to fall and you to have no ammunition left.
#美国中期选举倒计时，美股博弈窗口已开启？

. @star_okx Mr. Xu, are you talking about yourself? *sob* The crypto community has come together again. Old Xu still knows how to be gracious at a crucial moment and didn’t kick someone when they were down.

Although crypto is going through a difficult time right now, I don’t know why, but it somehow feels a little romantic?

After we get through this tough time together, will everyone shake hands and make peace? Probably not, since the two companies will always be competitors. But I still hope to see Binance and OKX work together to create greater value for crypto.

When you two fight, retail investors are the ones who get hurt in the end.

If you haven’t tried Grok Bot yet, congratulations—you’ve found a hidden gem.

My recommendation: whether you invest on your own or use it to gather information, you should work it into your workflow. It’s like having a research assistant available around the clock. Here are a few ways I use it; feel free to adapt them to your own needs.

1. Earnings analysis.

It’s earnings season, and the amount of information is overwhelming. I have the Bot analyze the earnings reports, earnings call transcripts, management guidance, and analyst Q&A. First, I ask it to organize everything by revenue, profit, gross margin, cash flow, and business segments. Then I have it highlight what beat or missed expectations, and whether management’s wording has changed compared with the previous quarter. Finally, I ask it for a one-page checklist of “what to watch most closely at this company going forward.”
It saves time and makes it less likely you’ll miss something.

2. Macroeconomic analysis.

For macroeconomic data, central bank statements, fiscal policy, and geopolitical events, you can ask the Bot to lay out the events, data, market expectations, and how they might affect asset prices. Focus on how it explains “why the market is pricing things this way,” rather than just giving you a bullish or bearish verdict.

3. U.S. stock market premarket and postmarket analysis.

Before the market opens, it’s useful for quickly scanning overnight news, futures moves, unusual stock activity, and the day’s upcoming data releases. After the close, focus on earnings, guidance, major announcements, and after-hours price moves.
Ask the Bot to organize its response as “what happened—who is affected—what to watch tomorrow,” and you’ll be up to speed before the next day’s market open.

4. Analysis of stocks on your watchlist.

Create a list of stocks you follow over the long term, and periodically ask the Bot to summarize company announcements, earnings, news, changes among competitors, and valuation shifts. Have it lay out the bullish and bearish points, key assumptions, and risks. It won’t always get things right, but it can save you a lot of effort by helping you build a framework for tracking stocks.

5. Quickly interpreting announcements and news.

When something like a merger, share issuance, buyback, management change, or regulatory penalty comes up, ask the Bot to first lay out the facts: what happened, how much money is involved, how it might affect the financial statements and share price, and how similar events have played out in the past. Make a quick initial assessment, then decide whether it’s worth digging deeper.

The parts I’ve bolded can be copied straight into the Bot as prompts.

One last thing: I’ve now officially made Grok Bot part of my workflow.

$SKHY Better than expected, as expected—and there are a few particularly noteworthy things to keep in mind:

1. Around 100 trillion won in total for fiscal 2026: at least 30 trillion in cash dividends and at least 60 trillion in share buybacks and cancellations. The 60 trillion includes the 40 trillion buyback launched in August and completed last week.

2. A new 20 trillion won buyback: 10 trillion of it will be used for cancellations; another roughly 10 trillion will go toward employee compensation and won’t count as shareholder returns.

3. DRAM and HBM capacity is basically sold out for the next three years.

4. 80% operating profit margin, with unbeatable pricing power. After looking at SK Hynix’s third-quarter earnings, all I can say is that the memory cycle isn’t over yet. The figures are absolutely staggering, especially the buybacks: this year, the company will complete 60 trillion won in share buybacks (followed by cancellation—in crypto terms, deflation).

Keep in mind that $SKHY has a total market cap of only 1,063 trillion won, so it’s going to deflate by 5.6% in a year... That’s more aggressive burning than many crypto projects.

Anyway, I’ve already maxed out my short-term position in $SKHY , and I’m bullish on its short-term prospects.

#SKHy

$SKHY is releasing its third-quarter earnings report tomorrow. More importantly, it may announce a $38–45 billion share buyback at the same time.

After it announced a $34 billion buyback last time, the stock rose about 70%. How much could it rise this time? Let’s wait and see, though the macro environment is more complicated now.

I’ve already taken a short-term position in $SKHY . Let’s see if I can make back the money I spent on a parking spot last week.

#SKHy

Chickened out?

But no one back home can see your apology statement anyway, because you’ve been completely blacklisted. Hahahahahaha.

It’s like cheating on your partner, then trying to apologize to your ex and win them back: you type out a huge message, hit send, and get that red exclamation mark.

You’ve already been blocked everywhere, so they won’t see your apology either. Learn from this and try to have a better memory next time. Read more books and newspapers, and stop running your mouth without thinking.

I spent the afternoon browsing Mbappé’s fan groups—it was wild. Some people were even burning his jerseys. This whole episode has pretty much alienated his entire fanbase back home.

I just saw a comment saying, “Chinese people can insult other countries’ leaders, so why can’t foreigners insult Chinese leaders?”

What I want to say is that anyone who thinks this way is basically an idiot. Mbappé is a public figure. “Smearing” another country’s leader in public is just plain brainless. Would you be happy if you wiped out all of China’s commercial value?

I’ve never seen a single Chinese public figure “smear” another country’s leader in public.

People also say you can’t insult Chinese leaders, but they get insulted all the time on Twitter. Who’s stopping you?

All I can say is that Mbappé doesn’t understand Chinese history or the place the Chairman holds in the hearts of Chinese people. Getting blacklisted is only what he deserves.

Some people also say China will lose Mbappé, and that it’ll be China’s loss. For fuck’s sake, who the hell is Mbappé? Losing him won’t stop me from adding an extra chicken leg to my lunch. I’m not just unbothered—I’m going to celebrate.

And in the end, it was Mbappé’s own fans who went hardest on him. His own fan community even started making black-and-white memorial portraits of him.

Anthropic has officially filed its IPO registration documents under the ticker ANT. Which U.S. stocks could benefit from an Anthropic IPO?

1. The most direct beneficiaries are its shareholders
$AMZN invested a total of $13 billion previously, with a further $20 billion commitment.
$GOOGL owns approximately 14%. These are the two largest shareholders; other shareholders include NVDA, CRM, ZM, and others.

2. Computing power and the chip supply chain
The computing-power partnership arrangements disclosed in Anthropic’s prospectus total as much as $516.5 billion, directly representing potential future orders for suppliers. These orders are expected to be split mainly among the following three companies: $AVGO , $NVDA, and $ALAB. In addition, the expansion of AI servers will drive memory demand, benefiting $MU and $SNDK.

3. Cloud and data center partners, direct beneficiaries of revenue sharing
$AKAM has signed a seven-year cloud commitment contract worth $11.6 billion with Anthropic, with the potential to expand to $20 billion.
$CRWV is one of Anthropic’s major AI cloud partners and is among the most high-beta names in the “neocloud” category.
$RIOT and $WULF are linked to Anthropic’s computing-power expansion through data center capacity and power conversion. They are high-beta “power + data center” proxy plays, but they are not explicitly disclosed as direct suppliers in the prospectus, so their connection is less certain than that of Broadcom and Akamai.

Beyond these, the IPO should also benefit the underwriting syndicate, as fees in the primary market are highly predictable. However, I rarely follow financial stocks, so I won’t make any recommendations.

Finally, $SPCX also has a large-scale computing infrastructure partnership with Anthropic. However, since SpaceX’s business is not limited to AI, the impact on its share price is more complex, so I haven’t included it above.

GOAT @KaitoAI, I've been getting by this month entirely thanks to Kaito. Now I have to go buy some $KAITO to show my support.

Come on, U.S. stocks, go up too. They've been falling for two weeks, and all the money I make from Kaito goes into buying more U.S. stocks.

All three major indices are up today. They’ve been falling for two straight weeks, so it’s about time we got a decent rebound.

Then I wanted to talk about NVIDIA. I’ve been wanting to build a PC myself lately, but NVIDIA cards here in China just keep getting more expensive. The 5090 is going for as much as 60,000 yuan, even though its launch price was only 30,000. The 5080 is up to 18,000, compared with a launch price of 8,000. At this point, a complete build for 4K gaming basically starts at 30,000 yuan.

I asked the shop where I bought parts for my last DIY build, and they said the main reason 50-series graphics cards are getting more expensive this time is Pearl Coin ($PEARL). Lots of people are buying graphics cards to mine it. But isn’t mining banned in China? Why are there so many people on Douyin showing off videos of themselves mining?

Hardware prices are all being driven up now. For a coin like this, what stage of the market cycle are we at?

I have a question: Are there still any KOLs whitewashing StandX?

If so, there are only two possibilities: they’ve been paid, or they’re shameless bastards.

Finally, just block any KOL who shills for StandX. They absolutely have no moral compass.