老默的交易日记

microduck Microduck: I got in around 4m last time; continuing to build a position 土狗二级狙击室（币安官方群）
The narrative is exceptionally strong, and its price is relatively low. Treat it like a lottery ticket: buy the dip and build a position—the risk-reward ratio is worthwhile.
Have you been following the recently popular machine duck, Microduck?
Nvidia connection: Nvidia acquired Hugging Face, and Microduck is one of its products.

If sentiment on the R-chain recovers, an AI memecoin backed by top tech figures like this could easily skyrocket! Nvidia’s “favorite child” + a like from Musk? A plan to build a position in the R-chain’s first AI duck, Microduck!

It was originally an AI robotics company, but was brought under Nvidia’s wing (through its acquisition of Hugging Face), making it a bona fide “Nvidia ecosystem” project. Jensen Huang personally played with the duck at the GTC conference in Berlin, and the video went viral!
#Strategy未购比特币斥资2.05亿美元回购STRC $BTC $ETH
CA: 0xd5f1afea47b1a9eab414d2ee740cf1d6d039e725

microduck Microduck: I got in around 4m last time; continuing to build a position 土狗二级狙击室（币安官方群）
The narrative is exceptionally strong, and its price is relatively low. Treat it like a lottery ticket: buy the dip and build a position—the risk-reward ratio is worthwhile.
Have you been following the recently popular machine duck, Microduck?
Nvidia connection: Nvidia acquired Hugging Face, and Microduck is one of its products.

If sentiment on the R-chain recovers, an AI memecoin backed by top tech figures like this could easily skyrocket! Nvidia’s “favorite child” + a like from Musk? A plan to build a position in the R-chain’s first AI duck, Microduck!

It was originally an AI robotics company, but was brought under Nvidia’s wing (through its acquisition of Hugging Face), making it a bona fide “Nvidia ecosystem” project. Jensen Huang personally played with the duck at the GTC conference in Berlin, and the video went viral!
#Strategy未购比特币斥资2.05亿美元回购STRC $BTC $ETH
CA: 0xd5f1afea47b1a9eab414d2ee740cf1d6d039e725

Earnings from a stock market giant are on the way
Options traders are betting on “holding 140 and touching 200,” but only if the dividend plan doesn’t disappoint. Beating earnings expectations would be icing on the cake; a weaker-than-expected dividend would be the real deal-breaker. Tonight, the focus isn’t revenue figures—it’s the exact words about shareholder returns on the earnings call.

After the U.S. market closes tonight, all eyes will be on SK hynix!
Why? Because these earnings won’t just determine how one company performed—they’ll also decide whether the “supercycle in AI memory chips” can continue.
What to watch #1: How much more can HBM earnings grow?
AI computing demand is through the roof, and SK hynix can barely make enough high-bandwidth memory (HBM) to meet demand. Even more remarkable, over 70% of next year’s capacity at South Korea’s two memory giants has already been locked up by major tech companies through five-year contracts.
But the market has become more discerning: it’s not just looking at how many orders there are, but also how good those orders are—and whether AI investments can actually pay off.

What to watch #2: Is a massive “special dividend” on the way?
This is tonight’s most exciting mystery box. Korean media reports that SK hynix may pay a special dividend of as much as 12 billion—or even 45 billion dollars! The company hasn’t confirmed the reports, but it has already pledged to return 50% of its free cash flow to shareholders over the next three years. If it really hands out a dividend of that magnitude, investors around the world will be buzzing.

#以太坊跌破2300美元 $BTC $ETH #SKHNYIX

Big test tomorrow night! Robinhood earnings are coming out—will the R Chain heat up again?
$PONS might be worth keeping an eye on. Just look how far everything has fallen...

Robinhood is reporting earnings tomorrow. As the underlying support for the R Chain (Robinhood Chain), if the earnings report is good, it could very well ignite activity on the R Chain and bring a wave of capital back.

If sentiment around the R Chain picks up, where will the money go first? Obviously, to the leading project, pons.
As always, the leader is the one that rebounds the hardest and has the strongest consensus. The R Chain has been pretty quiet lately, so tomorrow could be a key turning point.

The leader is always the first to reap the gains. The R Chain is currently in a dormant phase, and tomorrow could be the spark that breaks the deadlock.

#Strategy未购比特币斥资2.05亿美元回购STRC $BTC $ETH

GANG Gang
Go for this one, Leng Jing bought it
Get in first, do the research later
#特斯拉盘前下跌5% $BTC $ETH
0x0c6302401aa5325c2e36f170f52c00b1d220b405

$UNITREE contract breaks above $100. Fees are outrageous. Strong resistance at 104; if it can't break through, it'll head back down.

Unitree Robotics is on fire! Shares surged past 700 yuan intraday, jumping over 70% in 6 days
On October 26, Unitree Robotics (A-shares) exploded in the afternoon, surging nearly 16% at one point. Its share price shot straight up to 723 yuan, pushing its market cap past 285 billion yuan! Its gains so far this month have already exceeded 56%.
Most impressive of all, since rebounding from its low on October 19, the share price has rocketed more than 70% in just 6 trading days, making it the hottest dark horse in this tech-stock recovery rally.

What's behind the surge? A two-notch upgrade from a major bank lit the fuse.
In terms of news, on October 25, JPMorgan upgraded Unitree's rating directly from “underweight” to “overweight,” and raised its target price dramatically from 300 yuan to 995 yuan. This strong bullish outlook became the key catalyst that triggered this round of a short squeeze.

#股票财报季 $BTC $ETH