Earlier today we flagged $0.03937 as the ceiling $NIGHT was pressing. It closed above, we posted that it cleared, and it kept going: $0.04889 now, +24.9% on the day, 89% up a $0.03737 to $0.05028 range.
That is what clearing a ceiling looks like when nobody is waiting above it. The line is now the floor it has to hold.
Does $0.03937 hold if it comes back, or was that the move?
$0.367 was the floor we flagged on $STX . Price closed below it — $0.368 now. The range beneath opens up, and that line flips into the ceiling it has to win back.
Does it reclaim $0.367, or is that the ceiling now?
In its quarter ended 26 July, Nvidia reported about $96 billion in revenue. At the end of that quarter, five direct customers made up 70% of the money it was still waiting to be paid: 22%, 14%, 13%, 11% and 10%.
Nvidia doesn't name them. Analysts believe most are the giant cloud companies racing to build AI. If a few cut their orders, sales could fall fast. That's the risk Burry points at.
Michael Burry's $1.1 billion bet against AI is mostly not Nvidia. It's Palantir.
In his fund's last public filing (30 Sep 2025), the puts were worth about $912 million on Palantir by one report, against about $187 million on Nvidia. A put is a bet a stock will fall. He has since shut the fund, so this is his own money now.
Palantir trades at more than 100 times its yearly profits.
$85,995 was the ceiling we flagged on $BTC . Price closed back above it — $86,000 now. It flips into the floor that has to hold, and the upper range is open while it does.
Does $85,995 hold as support now, or is this a fakeout?
$0.0394 was the ceiling we flagged on $NIGHT . Price closed back above it — $0.0396 now. It flips into the floor that has to hold, and the upper range is open while it does.
Does $0.0394 hold as support now, or is this a fakeout?
Fed hike odds fell from 64.5% on Monday to about 35% on Thursday (Polymarket), after cooler-than-expected PCE: core +0.2% vs 0.3% expected.
Yet the US 10-year yield closed at 5.29% on 30 Sep, its highest close since 2002. The 2-year follows the Fed. The 10-year follows the economy and government borrowing.
$BTC spiked to $85,650 on the PCE release, then was back near $83,400 within two hours.
Jobs report today, 6 PM IST. Who is right: the Fed or the bond market?
The line that matters is $85,995 — the 24h high, the ceiling the tape is pressing from below. It lines up with the 7-day high too — a spot several things share.
A clean close back above $85,995 opens the upper range; stalling there keeps this a range. I'll follow up when it resolves.
The team promised immediate reimbursement, but the market didn't flinch. No panic wick, just the same slow grind down.
This news hit an already heavy chart, trading below key EMAs before headlines broke. The exploit isn't a new reason to sell; it confirms an existing trend. Reimbursement provides a floor, not a catalyst.
The promise holds the bid for now. Is the 24h low at 4.74 a buy, or just exit liquidity?
$NEAR
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The move pushed the 14-day RSI up to 83. That’s deep in overbought territory, and it happened on a relatively thin $13M of volume. The tape wicked hard off the session high of 0.247.
Is this just a breather before the next leg, or is the market offering exit liquidity?
$ALICE
More of these coming today. Follow to catch them as they land.