橙子Joyce

🔥 The AI wave is surging! Samsung’s Q3 operating profit skyrockets 782%, surpasses 100 trillion won to set an all-time record
Samsung Electronics, the world’s largest memory chipmaker, today released its preliminary results for the third quarter of 2026. Driven by strong demand for AI-related chips, several key financial metrics hit new all-time highs:

📊 Key highlights:

• Operating profit: 107.4 trillion won (approximately $80.17 billion), up 782% year over year and beating analysts’ expectations of 106.1 trillion won. This marks the first time Samsung’s quarterly operating profit has exceeded 100 trillion won, and its fourth consecutive quarter of record-high profits.

• Revenue: 195 trillion won, up 127% year over year (compared with 86.06 trillion won in the same period last year).
• Main growth drivers: A sharp surge in prices for high-bandwidth memory (HBM) and conventional DRAM/NAND. Analysts estimate Samsung’s HBM shipments jumped nearly 50% quarter over quarter in Q3.

⚠️ Industry signals and supply-demand dynamics:

• The memory supply-demand gap is expected to persist through 2027–2028: Demand from AI infrastructure is surging, while memory chip capacity remains severely constrained.

• Micron’s results are also soaring: Micron’s latest quarterly net profit surged more than tenfold year over year to $37.7 billion. The company said customers have already booked more than 75% of its 2027 capacity, with negotiations extending into 2028.

• Pressure on downstream supply chains: Rising memory prices are benefiting semiconductor divisions, but they are also driving up component costs for downstream products such as smartphones and consumer electronics, squeezing profit margins in related divisions.

💡 As AI infrastructure construction intensifies, memory chips have become one of the most critical “hard currencies” in the computing value chain.
$MU

$MUU.ETF

🔥 The AI wave is surging! Samsung’s Q3 operating profit skyrockets 782%, surpasses 100 trillion won to set an all-time record
Samsung Electronics, the world’s largest memory chipmaker, today released its preliminary results for the third quarter of 2026. Driven by strong demand for AI-related chips, several key financial metrics hit new all-time highs:

📊 Key highlights:

• Operating profit: 107.4 trillion won (approximately $80.17 billion), up 782% year over year and beating analysts’ expectations of 106.1 trillion won. This marks the first time Samsung’s quarterly operating profit has exceeded 100 trillion won, and its fourth consecutive quarter of record-high profits.

• Revenue: 195 trillion won, up 127% year over year (compared with 86.06 trillion won in the same period last year).
• Main growth drivers: A sharp surge in prices for high-bandwidth memory (HBM) and conventional DRAM/NAND. Analysts estimate Samsung’s HBM shipments jumped nearly 50% quarter over quarter in Q3.

⚠️ Industry signals and supply-demand dynamics:

• The memory supply-demand gap is expected to persist through 2027–2028: Demand from AI infrastructure is surging, while memory chip capacity remains severely constrained.

• Micron’s results are also soaring: Micron’s latest quarterly net profit surged more than tenfold year over year to $37.7 billion. The company said customers have already booked more than 75% of its 2027 capacity, with negotiations extending into 2028.

• Pressure on downstream supply chains: Rising memory prices are benefiting semiconductor divisions, but they are also driving up component costs for downstream products such as smartphones and consumer electronics, squeezing profit margins in related divisions.

💡 As AI infrastructure construction intensifies, memory chips have become one of the most critical “hard currencies” in the computing value chain.
$MU

$MUU.ETF

🔥 The AI wave is surging! Samsung’s Q3 operating profit skyrockets 782%, surpasses 100 trillion won to set an all-time record
Samsung Electronics, the world’s largest memory chipmaker, today released its preliminary results for the third quarter of 2026. Driven by strong demand for AI-related chips, several key financial metrics hit new all-time highs:

📊 Key highlights:

• Operating profit: 107.4 trillion won (approximately $80.17 billion), up 782% year over year and beating analysts’ expectations of 106.1 trillion won. This marks the first time Samsung’s quarterly operating profit has exceeded 100 trillion won, and its fourth consecutive quarter of record-high profits.

• Revenue: 195 trillion won, up 127% year over year (compared with 86.06 trillion won in the same period last year).
• Main growth drivers: A sharp surge in prices for high-bandwidth memory (HBM) and conventional DRAM/NAND. Analysts estimate Samsung’s HBM shipments jumped nearly 50% quarter over quarter in Q3.

⚠️ Industry signals and supply-demand dynamics:

• The memory supply-demand gap is expected to persist through 2027–2028: Demand from AI infrastructure is surging, while memory chip capacity remains severely constrained.

• Micron’s results are also soaring: Micron’s latest quarterly net profit surged more than tenfold year over year to $37.7 billion. The company said customers have already booked more than 75% of its 2027 capacity, with negotiations extending into 2028.

• Pressure on downstream supply chains: Rising memory prices are benefiting semiconductor divisions, but they are also driving up component costs for downstream products such as smartphones and consumer electronics, squeezing profit margins in related divisions.

💡 As AI infrastructure construction intensifies, memory chips have become one of the most critical “hard currencies” in the computing value chain.
$MU

$MUU.ETF

🔥 The AI wave is surging! Samsung’s Q3 operating profit skyrockets 782%, surpasses 100 trillion won to set an all-time record
Samsung Electronics, the world’s largest memory chipmaker, today released its preliminary results for the third quarter of 2026. Driven by strong demand for AI-related chips, several key financial metrics hit new all-time highs:

📊 Key highlights:

• Operating profit: 107.4 trillion won (approximately $80.17 billion), up 782% year over year and beating analysts’ expectations of 106.1 trillion won. This marks the first time Samsung’s quarterly operating profit has exceeded 100 trillion won, and its fourth consecutive quarter of record-high profits.

• Revenue: 195 trillion won, up 127% year over year (compared with 86.06 trillion won in the same period last year).
• Main growth drivers: A sharp surge in prices for high-bandwidth memory (HBM) and conventional DRAM/NAND. Analysts estimate Samsung’s HBM shipments jumped nearly 50% quarter over quarter in Q3.

⚠️ Industry signals and supply-demand dynamics:

• The memory supply-demand gap is expected to persist through 2027–2028: Demand from AI infrastructure is surging, while memory chip capacity remains severely constrained.

• Micron’s results are also soaring: Micron’s latest quarterly net profit surged more than tenfold year over year to $37.7 billion. The company said customers have already booked more than 75% of its 2027 capacity, with negotiations extending into 2028.

• Pressure on downstream supply chains: Rising memory prices are benefiting semiconductor divisions, but they are also driving up component costs for downstream products such as smartphones and consumer electronics, squeezing profit margins in related divisions.

💡 As AI infrastructure construction intensifies, memory chips have become one of the most critical “hard currencies” in the computing value chain.
$MU

$MUU.ETF

Cz said we should compete to be healthy, and that got me fired up. I usually only work out for two hours, but today I added an extra hour. @CZ

After battling it out for 5 hours today, I finally evened out my record at 10 wins and 10 losses. I ended the stream on a 6-win streak. (I played pretty average today, but I’ll keep working hard tomorrow. See you at 8 a.m., guys!)

🌅 New dawn brings renewed momentum—stay relaxed and steady ✨
You don’t have to force every market move to be captured. Knowing when to choose and when to let go is the path to going long.
Amid the noise, hold on to independent judgment, and while waiting, refine your understanding 📖
Opportunities are for those who are prepared. Settle your mind, build your strength, and calmly wait for your own window of opportunity 🌱
Keep your rhythm stable, keep moving forward—no stopping 💛

#交易心理

#Evernorth推迟纳斯达克上市至10月12日

Bitcoin’s pullback in the current cycle has been relatively mild; applying the historical average pullback would imply a price of around $74,500

On October 9, CryptoQuant analyst MAC_D wrote that Bitcoin fell about 7.61% from its October 5 high of $87,027 to its October 9 low of $80,404. This is close to the average pullback of 7.58% during the 2022–2025 bull market, but remains below the historical overall average of 14.39% in the data he analyzed.

The Bitcoin bull-market drawdown indicator compares price declines from interim highs across bull-market cycles. Average pullbacks in the 2010–2011, 2011–2013, 2015–2017, and 2018–2021 cycles were 18.41%, 21.71%, 10.93%, and 19.39%, respectively. The pullback in the most recent cycle has been relatively mild.

He noted that applying the historical average pullback of 14.39% to the recent high would imply a price of around $74,500, which could serve as a reference point in the event of further downside. He believes investors could consider gradually accumulating BTC near $80,000 and increasing buying activity in the $74,000–$75,000 range.

Global PC shipments plunge 20% as supply shortages drive up prices

Global PC shipments plunged 20.1% in the third quarter of 2026, weighed down by supply constraints, rising prices and excess inventory built up earlier. Lenovo retained its market lead, while Apple and Asus saw smaller declines than most major competitors. The PC market’s woes continue.

There is no such thing as a one-way market forever. Where there is an uptrend, there will be pullbacks.
No trend lasts forever. Rallies always come with pullbacks.$PONS
#IMF豁免萨尔瓦多比特币持仓超限

🌅 New dawn brings renewed momentum—stay relaxed and steady ✨
You don’t have to force every market move to be captured. Knowing when to choose and when to let go is the path to going long.
Amid the noise, hold on to independent judgment, and while waiting, refine your understanding 📖
Opportunities are for those who are prepared. Settle your mind, build your strength, and calmly wait for your own window of opportunity 🌱
Keep your rhythm stable, keep moving forward—no stopping 💛

#交易心理

#Evernorth推迟纳斯达克上市至10月12日