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$AKE ake what does Zhuang want to do?
Is it forcing a squeeze again and wiping out retail investors?
Or are they pushing it higher to lure in more buyers and then keep selling?
It’s back near the previous high—let’s short one and see.

$PLTR $NOW $RDDT AI application software stocks show divergence in performance

Palantir fell nearly 6%, MongoDB fell more than 9%, ServiceNow and Snowflake fell more than 3%, IGV fell nearly 3%; Gitlab rose more than 13%, Reddit rose nearly 7%.

$NVDA NVIDIA’s gains widen to nearly 5%, with trading volume reaching $17 billion.$NVDAB

$FAMI This round of FAMI pumping is all about "on-chain short squeeze"
First, let’s look at the market: FAMI’s U.S. stock today surged intraday from around 0.12 straight to a peak of 0.35, up nearly 200%. The same-named meme coin on the Robinhood chain is even more outrageous—its market cap briefly neared $40 million, with an intraday gain of 500%+.
The core logic in one sentence is this:
A KOL, Rune, publicly said he spent $1.8 million to buy a 37.4% stake in a Nasdaq small-cap stock. The company’s market cap is only $4.8 million, but the short position ratio is as high as 92.3%.
Then he dropped the big move: plans to tokenize this portion of the equity on the Robinhood chain, and issue a meme coin paired with it. The idea is—funds flowing into the meme coin on-chain will directly translate into buy orders for the underlying stock.
The market gets it instantly. The meme community starts FOMO; on-chain buying floods in, and the token price takes off. Tokenized shares are 1:1 anchored to the real equity—on-chain demand equals Nasdaq buying. As the real stock rises, shorts start panicking, and the covering buy orders push the price even higher—classic short-squeeze feedback loop.
In plain terms, this is moving the "short squeeze" onto the chain, using meme coin liquidity to pry open the short positions in the real stock. $fami

Before Broadcom’s earnings report, I’ll pour some cold water first
Tonight after the bell, Broadcom reported earnings, and the market’s expectations were already priced in too aggressively—so keep an eye out.
How high is the earnings outlook? Revenue is expected to reach 29.4 billion, up 84% year over year; the AI semiconductor revenue target is 16 billion, up more than twofold. It sounds pretty impressive, but these are all guidance numbers the management provided earlier, and the market has already Price In.
What you really need to watch are three things:
First, the 16 billion in AI revenue has to be defended as the bottom line. If it comes in below that number, it’s game over.
Second, the fourth-quarter guidance is the main event. Morgan Stanley put it plainly: the market is currently betting that AI revenue in fiscal 2027 will reach 150 billion. If management only guides 120 billion, then no matter how good the quarterly results are, it won’t matter. Last quarter was a case in point—results beat expectations, but the stock fell 12% after hours.
Third, the concerns about Google orders need to be addressed head-on. Marvell just disclosed its TPU agreement with Google, and the market is worried that Broadcom may have its share of the pie cut.
What is the options market pricing in? Implied volatility suggests about an 8% one-way move after the earnings release. The call/put volume ratio is 1.48, with call activity higher. A large player spent $5.51 million on a call spread, with a target price range of 540–560, indicating big money is leaning bullish.
Go long or short? At this level, the trade is really about betting on expectations that beat the consensus. The stock has risen only 7% YTD, lagging well behind peers $AVGO $AVGOB

$NVDA Nvidia intraday short-term surge, currently up more than 2.5%, with trading volume exceeding $5 billion.

$META Meta(META.US) shares jump more than 3%.

On the news front, as Meta reached a settlement regarding lawsuits related to its social media, eliminating a long-standing legal uncertainty, some analysts believe this may clear the way for the company to roll out a series of new artificial intelligence (AI) products$METAB

#沙特称伊朗在霍尔木兹袭击其船只 #伊朗革命卫队称两油轮在霍尔木兹触雷 #科威特防空系统回应伊朗无人机袭击 #美国8月ADP就业创1月来最小增幅
Oil prices have surged past 90, but I want to pour a bucket of cold water
WTI is currently hovering around $91–92. Yesterday, a single big bullish candle pierced 90 straight through, which looks very intimidating.
So what’s driving this rally? The U.S. and Iran have started fighting again. The U.S. carried out airstrikes on Iran; Iran turned around and sent missiles and drones to hit U.S. bases, and it also conveniently blew up two super tankers from Saudi Arabia. Traffic through the Strait of Hormuz has fallen to single digits—basically in a semi-paralyzed state.
Negotiations? Qatar is acting as an intermediary to urge both sides to cool it and return to the negotiating table. But you have to see it clearly: in this round, the core disagreements between the U.S. and Iran haven’t been resolved. Whatever was agreed earlier was torn up in less than two weeks. Both sides hold cards and neither is backing down. Sitting down to talk in the near term? Pretty unlikely.
Can we short it? At this level, if you say chasing longs, you can’t really predict geopolitics. If tomorrow the situation cools down, oil could fall quickly. But if you’re saying to top-tick and short—fundamentals are indeed tight right now: the strait is bottlenecked, stocks are low, and shorting would still need clear signals. Personally, I lean toward waiting—wait until it can’t surge further, and wait until the news flow gives a clear statement before acting.$CL $BZ

#沙特称伊朗在霍尔木兹袭击其船只 #XRP现货ETF连续11日吸金1.7亿美元 #美股盘后戴尔涨近9%GitLab涨20% #美联储加息概率升至68%
Pre-market funds are really timid—only Dell can hold up.

I looked through the pre-market data; the funds are clearly being timid and obvious about it.
The only position the bulls have is Dell (DELL). It’s up over 9% pre-market, with trading volume of 137 million—enough to jump straight into the top 15 by activity. Last night’s earnings were genuinely solid: AI server orders hit 60.9 billion, backlog 95 billion, and full-year guidance was lifted from 167 billion to 192 billion. That’s basically waving actual orders around to slap the shorts in the face. But note: the underlying stock plunged 6.8% last night, and today’s pre-market pop of this magnitude looks more like short-covering than fresh money aggressively accumulating.
The rest of the sectors are just playing dead. Among the seven giants, aside from Tesla up slightly 0.6%, Nvidia and Apple are each up less than 0.5%; the others are either down or flat, with clearly reduced turnover—big funds haven’t made a move. In storage chips, Micron and SanDisk are only barely green pre-market; compared with the panic from last night, this is more like catching one’s breath than a real reversal.
So where is the money attacking? It’s not attacking at all. Pre-market gainers above 1% are basically just Dell—everything else is mostly running the other way. The 3x long semiconductor ETF (SOXL) is down 1.1%, Mativ—down 1.23%, Palantir down 1.16%. This isn’t an offensive move; it’s just still running.
Geopolitics hasn’t calmed down, yields are pinning valuations, and the probability of further rate hikes is still hanging at 68%. This pre-market volume suggests institutions are waiting for CPI.
$SOXL $DELL $BTC

$CL $SOXL $QQQ US Treasury yields fall sharply

The yield on the U.S. 30-year Treasury fell 5 basis points from its intraday high and is now at 5.25%.

Dow Jones futures and S&P 500 index futures have pared earlier losses and turned higher after trading.

International oil prices are down 1%; they were up more than 2% at one point during the session.

$SOXL $CL $XAU US premarket: memory chip stocks mostly fall

SK Hynix falls by more than 1%; the three major index futures diverge: Nasdaq futures down 0.2%, U.S. oil turns lower, and gold and silver prices rise together.

Most of the so-called “Seven Tech Giants” decline; U.S. three major stock index futures diverge. Dow futures rise 0.03%, Nasdaq futures fall 0.2%, and S&P 500 index futures fall 0.05%.

Most large-cap tech stocks are lower in premarket trading. Nvidia down 0.13%, Tesla up 0.42%, Amazon down 0.24%, Google up more than 1%, Meta down 0.17%, Apple down 0.01%, and Microsoft down 0.43%.

The memory chip sector is broadly lower in premarket trading. SanDisk down 0.19%, SK Hynix down more than 1%, Western Digital down 0.85%, Micron Technology down 0.55%, and Seagate Technology down 0.68%.

U.S. crude oil turns lower; international oil prices diverge. WTI crude futures down 0.06% to $90.17 per barrel, after previously rising more than 2%; Brent crude futures up 0.29% to $94.92 per barrel.

Gold and silver prices rise together. Gold and silver are higher. London spot gold up 0.06% to $4,331.21 per ounce; London spot silver up 0.21% to $64.196 per ounce.

Trump denies “attempting to force Iran back to the negotiating table” U.S. President Trump posted on social media on September 1 denying reports that he is “trying to force Iran back to the negotiating table,” saying he “doesn’t care” whether Iran signs an agreement.

#美股盘后戴尔涨近9%gitlab涨20% Dell’s earnings report—what it blew up is not just AI servers

After-hours it jumped straight up 8%. With this kind of performance, it’s basically feeding the market a big, juicy chicken drumstick.
How strong was it? Revenue was 46.97 billion, versus the expected 44.9 billion; earnings per share were $7.04, versus an expected $4.92—this is basically punching right through the ceiling and slapping the market’s expectations.
Where are the highlights? AI server revenue hit 16.4 billion, with orders of 60.9 billion; backlog is working through up to 95.0 billion orders, which is up eightfold year over year. Even more aggressive: management raised the full-year revenue guidance from 167 billion to 192 billion. Full-year AI server expectations were lifted from the previously stated 50 billion to 74 billion.
There’s also a key takeaway from the call: in traditional servers, demand is also exploding—supply simply can’t keep up. Enterprise customers are still doing large-scale refreshes; it’s not just AI propping things up.
In this round, Dell is eating from both ends: AI infrastructure plus traditional IT upgrades. The earnings quality is solid and tough. At this point, chasing higher prices carries risk, but if you say AI infrastructure is topping out, Dell’s backlog and the raised guidance are the first to disagree.$DELL $DELLB

#美联储加息概率升至68% US stock market outlook analysis: the US-Iran conflict ignites oil prices, stocks and bonds take a double hit, and gold plunges
Overall market: The first day of September opened badly. All three major US stock indexes fell, with the Nasdaq down 1%. Geopolitics grabbed the microphone, and global markets switched into risk-off mode.
Macroeconomics and asset performance:
Oil: After the US and Iran took action, WTI crude surged 5.2% to above $90. Energy stocks became the only safe haven.
Bond market: Global sovereign bonds were dumped. The yield on the 10-year US Treasury jumped to 4.8%, and the probability of further rate hikes was pushed directly to 68%.
Gold: Real yields rose, and gold fell below $4,350, dropping nearly 2%.
Stock market: When rates rise, tech stocks get hit first. Software and semiconductor sectors led the declines, and AI-related themes underperformed the broader market.
Key logic: Geopolitical conflict → oil price spike → inflation expectations pick up → bond yields surge → pressure on growth stock valuations. Oil rose and supported energy stocks, but it smashed almost every other sector.
Summary: This geopolitical issue can’t be predicted—only addressed. Now oil is rising too fast, and if the situation cools down later, the pullback could be just as quick #美军打击两艘伊朗油轮 #伊朗革命卫队称打击约旦美军陆战队营地 #科威特美军基地发生爆炸 #科威特防空系统回应伊朗无人机袭击

#科威特防空系统回应伊朗无人机袭击 #美联储加息概率升至68% #比特币ETF买家回归 #SEC拟修订规则纳入区块链与代币化证券 #美军打击两艘伊朗油轮
US Stock Market Close Recap: Apple Leads the Way, But It Can’t Hide the Tech Slump; Micron Labor Dispute Drags Chip Stocks

On Tuesday, US stocks diverged: the Nasdaq fell more than 1%, and the technology sector as a whole faced pressure. Among the top 20 by trading value, only 4 finished higher, and market sentiment remained cautious.

Trading value and price change:
Apple (AAPL): Trading value 16.994 billion, up 2.61%. On its first day, the new CEO talked about a “remarkable” release next week, and the market gave him face.
Micron (MU): Trading value 25.955 billion, down 2.64%. A Taiwanese union caused a strike; bonuses couldn’t be agreed on, and the lead instigator sold off the stock.
Tesla (TSLA): Trading value 12.856 billion, down 3.22%. Cybercab is coming soon, but the stock still kept falling.
Nvidia (NVDA): Trading value 23.281 billion, down 1.51%. It pulled back along with the sector.
Oracle (ORCL): Trading value 3.585 billion, down 5.23%. It became the most conspicuous “big loser” on the board.

News context: Chip stocks are the hardest hit. Micron’s strike combined with declines in Sandisk and Nvidia has left the whole sector in low spirits.
Google landed a large geothermal-related deal, but the market barely reacted. Salesforce invested in an HR company—one of the few bright spots.

Another day where the market is led around by the news. Apple is a standout, but it can’t carry the broader group. Labor disputes and personnel changes—these kinds of headaches—drew strong market reactions.

With this kind of market, don’t get carried away chasing gains, and don’t blindly bottom-fish. Hold your hands, and wait for things to become clear before acting.$TSLA $DRAM $SOXL

#美联储加息概率升至68% #比特币ETF买家回归 Why are US stocks falling? Is more rate hikes really coming? Let’s stay calm and look at it
Last night, US stocks took another tumble, with the Nasdaq down 1% and tech stocks getting hit the hardest. The direct trigger was the clash between the US and Iran, which sent oil prices soaring by 5%, and suddenly inflation expectations jumped.
On the other side, Fed Chair Waller recently issued tough statements—very straightforward: if inflation doesn’t come down, we’ll keep going, don’t expect me to hold back. After that, the market’s pricing for a September rate hike jumped to a 68% probability.
Next, the most critical thing will be the CPI data on September 11. If the numbers are still “hot,” then a rate hike is basically a done deal; if they cool off, there may be room to delay.
For those of us trading, don’t get carried away by the headlines. At this point, both bulls and bears have reasons, and institutions are also guessing. The objective view is: until policy is set, anything can happen. Don’t go all-in gambling on one direction—position sizing and risk control matter more than anything. Before the data comes out, the market will most likely be whipsawing up and down $KORU $SOXL $CL #科威特美军基地发生爆炸 #伊朗革命卫队称打击约旦美军陆战队营地 #美军打击两艘伊朗油轮

Korea KOSPI index falls 4% intraday
SK Hynix and Samsung Electronics both fall more than 4%$KORU $SAMSUNG $SKHYNIX

$BTC $XAU $CL US 30-year Treasury yield gives back all today’s intraday gains

Currently at 5.236%, today’s high was 5.288%.

U.S. stock market opens with a free-for-all—who’s really “swimming naked”? See two directions clearly amid the plunge

The tape is very clear: aside from defensive utilities and healthcare, everything else is down. Semiconductors are hit first—triple-bear leveraged semiconductor ETF (SOXS) surged 8%, while Nvidia, Micron, and SanDisk are all among the losers. AI, cryptocurrencies, and gold-related themes collectively fell more than 4%, reflecting both a rising “risk-off” mood and deleveraging in overvalued sectors.

Where’s the opportunity? Energy and defense. Oil prices are still high; geopolitical conflicts haven’t cooled, and after related stocks are mistakenly sold off, they may see a rebound.

Where’s the risk? Don’t catch falling knives.

The semiconductor ETF (SOXL) fell nearly 8% in a single day—leveraged ETFs are extremely volatile, so bottom-fishing should wait for stabilization signals. Gold and silver are being pressured in the short term by a strong U.S. dollar, so don’t rush in.

Once the panic selling has fully washed out, prioritize energy and defense with pricing-power logic, and avoid high-valuation tech stocks.$SOXL $XAU $BTC #STRC优先股回购达6.35亿美元 #WTI油价上涨未平仓合约收缩 #日本10年期国债收益率首触3%

$SOXL $MRVL $SNDK US stock three major indices collectively open lower. Optical communication and storage chip sectors broadly decline

US stocks' three major indices collectively opened lower. The Dow Jones Industrial Average fell 0.64%, the S&P 500 fell 0.70%, and the Nasdaq Composite fell 1.28%.

Optical communication and storage chip sectors were broadly lower. Corning and MKS Instruments both fell by more than 3%.

Intel and Sandisk fell by more than 2%, while Western Digital, Seagate Technology, SK hynix, and Micron Technology fell by more than 1%.

Fervo's share price rose by more than 7%. It was reported that the company has signed an agreement with Google for nearly 400 megawatts of geothermal power supply.