币圈卜卦师

Article

Storage stocks plunge across the board—Have SanDisk and SK Hynix’s supercycles peaked?

A sharply divided night
#闪迪 #海力士
At the close of U.S. trading yesterday (October 6), the market looked sharply divided:
On one side, the Nasdaq and S&P 500 both hit fresh all-time highs; on the other, storage stocks plunged across the board—Seagate fell more than 9%, Western Digital and SK Hynix dropped more than 6%, and SanDisk fell more than 2%.
Note: this wasn’t because of any shocking bad news. No company reported a disaster overnight. The only “bad” thing that happened was that stocks had risen too much.
Here are some numbers to give you a sense of just how wild this rally has been:
SanDisk (SNDK): Its share price was $115 twelve months ago and surged to a high of $2,354 this September—a gain of as much as 19-fold in a year; up about 618% year to date;

Article

One massive BTC red candle wiped out two weeks of sideways trading

At 9 a.m. this morning, BTC plunged from around $85,500, shedding nearly $2,000 in 20 minutes. Long positions worth $400 million across the market were liquidated in an instant, and the price briefly fell below $84,000, down more than 2% on the day. ETH fared even worse, breaking below the $2,600 level and briefly falling more than 3.8% on the day.
This drop didn’t come out of nowhere.
Let’s look back at the past week: after the nonfarm payrolls data was released on October 2, BTC rode the momentum to $87,000. Over the following week, bulls launched three separate pushes near $86,500, $86,650, and $86,500—but all three attempts were knocked back, leaving three long upper shadows on the candlestick chart.

ETH-4.94%

$BTC Held it for seven days and finally closed the position. Waiting for another chance to get back in. The bears never admit defeat—gather up quickly!

$ZHIPU STAR Market Daily, June 6 — A reporter for STAR Market Daily exclusively learned that Amazon Bedrock, the large-model service platform under Amazon Web Services (AWS), officially announced today that it has integrated Zhipu’s GLM-5.3. AWS will share revenue with Zhipu based on model usage. In addition to AWS, Zhipu has recently established revenue-sharing arrangements with several overseas cloud providers. Zhipu previously said it planned to add a commercially scalable business channel through revenue sharing on overseas cloud platforms. In China, Zhipu has also signed similar revenue-sharing agreements with leading cloud providers, including Alibaba Cloud’s Bailian platform. Huawei Cloud has made GLM-5.3 available and reached an agreement in principle on similar cooperation, creating a revenue-sharing network spanning both domestic and overseas markets.

Verified

$ZHIPU Goldman Sachs raised its Hong Kong stock rating for Zhipu Company from neutral to buy, with a target price of HK$1,560, representing an upside of 149% compared with the latest closing price.

$QNT Seeing Xiao Ni student get liquidated makes me really happy. After all, it was because of her that I got stuck in the lab…

QNT-4.62%

LAB+0.32%

Bullish

On September 17, $ZHIPU 2026, the National Institute of Standards and Technology’s (NIST) Artificial Intelligence Standards and Innovation Center in the United States assessed that GLM-5.3 is the open-weight model with the strongest networking capabilities to date. Its combined network benchmark results are roughly about four months behind the U.S. frontier. Anthropic said the capability conclusions are broadly consistent.

Achieved profit/loss: 13,000 u; unrealized: 34,000 u. Does Zhipu have brothers who are losing more than me? $ZHIPU

Calculate your divination: Tonight you will insert a needle and fall to 1650. Brothers, tonight—will you see if it’s accurate or not? $SNDK

I’m not leaving for any reason! $SNDK

Today I handled more than a dozen orders, earned over ten thousand, and my feel is gradually coming back.$BTC $ETH

Dare you to go up to 1800 again?

Make some money while you can—got wrecked by BTC.$BTC $SKHYNIX

SKHYNIX-4.89%

Go up a bit—then you’ll open with 100% win rate. Anyway, I’m at zero after that.

LAB+0.32%

Come on down, you…
The 1446 hourly line has been broken. After breaking, it’s in the grinding-mill zone. The first take-profit line is 1420, the second take-profit line is 1400, and the stop-loss line is 1490.

ZEC-4.38%

$ZEC seize profits quickly on the fake zec, hold u to buy big/big pancakes, value coins, and leave the fake to the dog-backed operators.

ZEC-4.38%

$哈基米 Dog Zhuang, you just keep issuing, I’ll keep accumulating… If you have the guts, be able to list on an exchange with great difficulty—then don’t ever pull it.

哈基米-0.92%

$DELL Hurry and get down… I must bring you below 500

DELL+1.04%

Bearish

Today’s script: If the Federal Reserve holds steady, that’s a big positive—an unwinding of 79,000 lots. If it raises rates, the bad news is already out; it dips to 7.45 and then rises to 7.7. $BTC #美联储加息是否已成定局