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Earnings-Release Options Playbook | After Nvidia, another major headline! Can growth in Broadcom’s custom AI chips beat expectations?

$Broadcom (AVGO.US)$ will release its FY2026 third-quarter earnings after the market close on Wednesday, September 2 (Eastern Time). This is a key milestone for the acceleration of its AI business this fiscal year.
In the AI compute power industry chain, $Nvidia (NVDA.US)$ has long remained at the center of market attention with its general-purpose GPUs; $Broadcom (AVGO.US)$ has taken a different route—designing custom AI chips for large technology companies—building distinct competitive barriers in a niche market.
In late August, Nvidia has just delivered a strong earnings report: its data center business continues to lead the way, and the market’s enthusiasm for AI infrastructure spending has received a temporary validation. Right after that, Broadcom will release its earnings. Market attention quickly turns to this AI-customized chip leader: whether AI revenue can move from guidance to actual delivery will directly test the quality of this differentiated strategy.

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MicroStrategy bought an additional 4,603 BTC last week at an average price of $80,318. Strategy’s Bitcoin holdings are currently in profit of more than $260 million

On August 31, according to HTX market data, Bitcoin’s current spot price is $78,492, and Strategy’s current BTC holdings are in profit of more than $260.2 million.
Earlier reports said that Strategy currently holds 845,050 BTC, with a total acquisition cost of $63.73 billion and an average price of $75,412 per coin.
Following the pace of Strategy’s last week’s purchase of 4,603 BTC, which continues a relatively restrained frequency since the large-scale buy on May 18, 2026. Combined with the total holdings of 843,738 BTC disclosed last month, the average price in this round of $80,318 is below its cumulative average cost line of $75,700, indicating that the company executed a spreading-out (averaging down) operation during the price pullback window.

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BTC’s third time suffering a large underperformance versus the Nasdaq; both previous instances saw strong independent rallies

On August 30, analyst Rekt Fencer released a BTC-to-Nasdaq 3-day ratio chart, marking three significant drawdowns: approximately -84.9% in 2018, about -80.7% in 2022, and the current roughly -54.3% in 2026.
Rekt Fencer said that after the first two times Bitcoin suffered such a large underperformance relative to the Nasdaq, they were followed by very strong independent uptrends, with prices subsequently surging nearly straight up. With the ratio now falling sharply again, history may repeat for a third time; the bottom is already near, and next BTC will strengthen again.
The drawdown in the BTC-to-Nasdaq ratio indeed forms a rare long-term pattern: the deep underperformance of -84.9% in 2018 and -80.7% in 2022 both occurred at the end of a period of tightening macro liquidity, after which Bitcoin completed a repair through a decoupling-style independent move. While the current underperformance of -54.3% has not matched the extremes of the previous two instances, combined with Wintermute’s earlier observation that BTC is more bearish-biased than equities and shows asymmetric behavior—smaller gains on up days—the market structure has already become highly similar to the 2022 bear market.

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A clear rally in part of the BSC ecosystem’s meme coins, with “4” up more than 52% in a single day

On August 29, according to GMGN market data, today, some meme coins in the BSC ecosystem saw a clear upswing, including:
“4” surged more than 52% in a single day; market cap is now reported at $17.78 million;
“Damn, I’m here” surged 21.35% in a single day; market cap is now reported at $13.64 million;
“Lobster” rose 18.11% in a single day; market cap is now reported at $71.27 million, setting a new all-time high again.
“4” led the pack with a 52% single-day gain, but what’s really worth noting is that the “Lobster” market cap has reached $71.27 million—back in the April rally its market cap was only $12.89 million; two months ago it dipped to $24 million, and now it has tripled. This isn’t a broad-based rise—this is a second gathering after a round of structural reshuffling in the BSC Chinese Meme sector.

Your big cousin is already this busy, yet he still makes time to calm down a situation that has nothing to do with you—respect!

Even though what was said—@CZ —offends people, it really hits the mark for me. Every person you’ve met is fate; why does it have to end with ruining each one and leaving them with nothing, just to be “done”?

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There is no best age in life—only the best mindset.
We can’t outcompete the years, and we can’t outpace time.
All we can do is live each sunrise and sunset in the way we like most.

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The world’s third-largest Bitcoin company megawhale Asia's "MicroStrategy" Metaplanet transferred another 1,350 BTC to Coinbase Prime one hour ago, about $108 million

On August 28, according to Lookonchain monitoring, the Bitcoin treasury company Metaplanet transferred another 1,350 BTC to Coinbase Prime about one hour ago, worth about $108 million.
Previously, the company bought 43,000 BTC at an average price of $96,191, worth approximately $3.48 billion.
Metaplanet announced on August 18 that it would inject 2,100 BTC into the Nasdaq-listed company Super League to build a U.S. stock treasury platform. Just ten days later, it again transferred 1,350 BTC to Coinbase Prime. This was the second large transfer within the past week (it transferred 1,000 BTC on August 25), and the pace is clearly accelerating in crypto.

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Summary of CZ’s remarks at Bitcoin Asia 2026: Bitcoin’s next bull market could catch up to gold’s market cap—don’t view the industry as a zero-sum game

August 27, at Bitcoin Asia 2026 in Hong Kong, CZ said: It doesn’t take 25 years for Bitcoin to reach $1 million—it will happen faster. What’s most lacking today is practical implementation and real-world deployment, especially large-scale payments, as well as becoming a reserve asset for retirement pension funds. He believes Bitcoin will eventually be more important than gold. The current market-cap gap is only about tenfold, and the next bull market could potentially close that gap. He said the shift by major countries takes time because gold holdings and valuation mechanisms are already well established, but the direction is clear. Another very small possibility is that some better digital currency could surpass gold ahead of Bitcoin surpassing gold, but he thinks the probability is low.

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Better Strategy Than Skill? Let Sincerity Prevail

If a person is smooth in every direction, eloquent, and especially good at “playing the game,” it doesn’t necessarily mean they have high emotional intelligence.

Real high emotional intelligence is: once this person steps forward in front of others, they are trusted endlessly. They are also good at sharing good things with others. When others are in trouble, they are willing to help. With this kind of emotional intelligence, among the crowd they will never be rejected.

Being worldly, good at “being in the right place,” and mastering various methods and techniques of social interaction are only at the level of “technique” (shu). The level of “the Way” (dao) is character—how one treats others by putting oneself in their shoes, guided by virtue.

Face all complexity with pure intention, and use your truest heart and actions to weed out those who can’t resonate with you.

Breaking news: SpaceX has just announced that it will invest $100 billion in Louisiana to build a major Starship launch site. This will be the largest capital investment project in the state's history.

Located in Vermilion Parish, this new high-frequency launch facility will:

• Create more than 3,000 direct jobs, and indirectly create thousands more
• Support large-scale Starship launches
• Include propellant production and power-generation facilities
• Feature vehicle processing facilities, an airport, and deep-water shipping capabilities

SpaceX says the goal is for Starship to ultimately launch thousands of times per year, making rocket launches as commonplace as air travel.

This is another major step toward scaling up Starship and making humanity a multi-planet species.

SpaceX partners with Nvidia to design a Vera Rubin NVL72 system optimized for space, planning to launch into orbit in the fourth quarter of next year and achieve large-scale deployment in 2028.

The first CPU built specifically for agents will enable large-scale adoption.

SpaceX is deploying NVIDIA Vera to accelerate orchestration, code execution, and data processing—powering next-generation agent AI. Ensuring GPUs stay fully utilized for agents that can respond to actions quickly.

From gigawatt-scale AI factories to orbit. One NVIDIA architecture, everywhere.

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Insane, Wood’s ultimate call on BTC— Will Bitcoin rise to $1.5 million?

On August 22, in an interview, ARK Invest founder Cathie Wood said, “Bitcoin is preparing for another major surge, and I believe Bitcoin will ultimately reach $1.5 million.”
Cathie Wood has continued to insist on a $1.5 million target price for Bitcoin, even though most people at the time believed she had already “lost her mind.”
The core of this ARK Invest founder’s bullish Bitcoin thesis
Mainly based on three pillars:
Institutional adoption, a fixed supply, and Bitcoin gradually becoming a true digital store of value.

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📌 Bitcoin Approaches Formation of a “Golden Cross” 🔱

🎯 Long-Term Bullish Signal Reappears

On August 20, Bitcoin (BTC) may be nearing the formation of a “golden cross,” a pattern commonly regarded in technical analysis as a long-term bullish momentum signal. If Bitcoin currently breaks above the 50-day simple moving average (SMA) and continues rising, and then breaks above the 200-day SMA, currently at $69,005, the pattern would be officially formed.

As this potential crossover emerges, Bitcoin’s price has already climbed above $71,000, gaining more than 12% over the past week. The current price is also slightly above the 200-day SMA.

The 200-day SMA reflects Bitcoin’s average closing price over the past 200 trading days and is widely used to assess the market’s long-term trend. If Bitcoin continues to trade above this moving average, it typically suggests the market may be shifting from a bear market to a bull market; conversely, a drop below the 200-day SMA could signal the opposite.

Niúlái and Pénglái fight, a bit looking forward to it

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SpaceX’s shareholder roster revealed! Besides Musk, who is making a major bet on a trillion-dollar space empire?

Why is institutional capital heavily concentrating its bets on SpaceX?
1. From reducing launch costs to running a viable business model
The answer first comes from changes in the underlying costs of commercial space.
A Goldman report shows that in 1981, using the U.S. Space Shuttle to send one kilogram of payload into low Earth orbit cost about $65,400; today, SpaceX’s Falcon Heavy has reduced that cost to about $1,500—a drop of roughly 97.7%.
Source: Goldman
A reusable rocket turns high-priced payload delivery tools that were previously used only once into reusable infrastructure. After launch costs drop, small satellites and low-Earth-orbit satellite constellations become feasible for large-scale deployment. Commercial space, once a high-barrier project only a few governments could participate in, transforms into an industry that can continuously generate revenue. And Starlink further proves that low-cost launches can be converted into a real business model.

The Cry of SpaceX X…

Global family offices move in big to build positions in SpaceX: totaling $3.8 billion; the Hyatt hotel heiress holds a concentrated $1.8 billion stake
On August 17, ultra-high-net-worth family offices from the Americas, Europe, and the Middle East had cumulatively built up about $3.8 billion in SpaceX holdings. The largest single position comes from the family office under Hyatt hotel heiress Nick Pritzker. As of the end of June, it held a SpaceX position worth about $1.8 billion, with the buildup occurring just a few weeks after SpaceX went public.

Two major trends are emerging: First, family offices are reallocating funds from traditional allocations, actively positioning for long-cycle themes such as rockets, satellites, and AI infrastructure. Second, SpaceX’s capital structure in the secondary market is shifting from the previous PE/VC holders to a broader base of ultra-high-net-worth individuals and institutional investors. Against the backdrop of volatility in SpaceX’s share price after listing, the pressure from unlocks and selling, and a short-squeeze environment, large-scale accumulation by family offices has provided the market with new buy-side support.

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Meme potential is limitless “Niu Lai” Web 3 and Web 2 hand in hand, charging forward!

My friend said, “Watching it for 80 minutes, I regretted it! Not watching it—regret it for a lifetime!”
“I laughed for an hour after watching for just one hour.”
On August 17, the production company’s location in Dalian previously removed the film from schedules nationwide due to concerns about “impacting the city’s image,” but today reports say that some local theaters have started reinstating screenings. The earlier nationwide rumor that “from August 17, no new screenings will be added” has not been officially confirmed as a unified notice; most cities are still screening normally.
The total box office of the animated film (Niu Lai) predicted by Maoyan Professional Edition is about 135 million yuan. At the time of the prediction release, the film’s cumulative comprehensive box office (including pre-sales) has already exceeded 17 million yuan and is nearly catching up to the film’s predicted total box office given by Maoyan three days ago. If the total box office of (Niu Lai) reaches 135 million, the film will enter the top 35 of the 2026 China national annual box office rankings. The films it overtakes include major commercial releases such as (Zhua Te Wu), (Xing He Ru Meng), and (Yong Wu Zhi Di).

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In the AI era, the scarcity of “people” in investment is becoming a core pricing factor
He holds a large position in Robinhood because he’s bullish on Vlad Tenev

On August 16, Tom Lee, Chairman of BitMine, the largest treasury company in the Ethereum ecosystem, explained a key judgment in an interview:

In AI and other high-growth sectors, founders’ vision and leadership have become a true differentiating competitive advantage—their weight can even exceed that of the technology itself.

The sense of direction of truly top-tier founders cannot be replaced by AI. Sam Altman wouldn’t ask ChatGPT, “What should I do?” The same is true for Anthropic’s founder and for Musk. OpenAI exists because of Sam Altman himself—not because passive questions fed into an AI produce answers.

Tom Lee believes this is the real difference: founders’ foresight and judgment cannot be replicated by AI, even if models can be open-sourced and technology can be caught up to.

Within this framework, Tom Lee categorizes Robinhood CEO Vlad Tenev as the same type: “founder-vision-driven.”

Robinhood is facing markets growing far faster than the overall economy—retail trading, the next generation of investors, and the penetration of financial technology. In that context, Vlad’s leadership and vision are key to whether the company can seize opportunities.

One of the reasons Tom Lee’s Fundstrat holds a large position in Robinhood is Vlad Tenev himself. It’s not simply a view on valuation or short-term data. Instead, he recognizes the founder’s long-term vision and execution capability. In the AI-era investment framework, the scarcity of “people” is becoming a core pricing factor.

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Birds of a feather flock together; people are drawn to their kind.

What’s right for you is what matters.

Interacting with others requires fate.

Only when you share common interests can you communicate deeply and build lasting relationships 🌹