币圈老腊肉1688-kevin

Why rush around? The Binance Security Division has you covered
On the U.S. stock market, trade on Binance—one click handles everything
$SNDK
$SPCX
$AKE

Binance Wb3 Wallet Rewards

Brothers, let me tell you a great way to save 30% on trading fees (follow the instructions as shown in the picture)

In the Binance app, select Home Page; at the top, there are two options: Trading Platform and Wallet

Step 1: Choose Wallet and switch to Wallet;
Step 2: Choose Invite Friends
Step 3: Enter the invitation code: EHJSNS5W (copy it to the position shown in the picture)
Step 4: Claim the reward below

Especially for brothers who like on-chain memecoin gambling and do high-frequency trading—remember to bind the invitation code: EHJSNS5W to get a 30% reward. If you trade less, you can get 5u or 10u; if you trade more, you can get dozens of u, or even 100u
点击钱包，赶紧去绑定邀请码：EHJSNS5W ，领取奖励吧！

#英伟达披露持股SpaceX210亿美元及英特尔300亿美元
The AI giants’ space bet: Nvidia’s $51 billion stake in the spotlight—should you follow?

Nvidia’s Aug 14 13F filing revealed that as of the end of Q2, it held about 122.8 million shares of SpaceX (worth nearly $21 billion)

It also held about 214.8 million shares of Intel (worth $30 billion); together, the two positions total more than $51 billion, accounting for roughly 25% of its total assets.

Nvidia’s SpaceX holdings came from its $10 billion investment in xAI in January this year; after xAI was folded into SpaceX in February, the equity automatically converted.

The Intel position, meanwhile, stems from a $5 billion strategic investment last year, during which the market value surged from $9.5 billion to $30 billion within three months.

The market doubts this is merely a financial investment, but SpaceX has announced that its AI data centers will exclusively use Nvidia chips, and Musk has pledged to receive “large allocations” of Vera Rubin GPUs next year—this clearly looks like deep industrial-chain binding.

Nvidia has upgraded from being a “water seller” to the top-level designer of space AI infrastructure. As for Intel, strategic synergies in co-developing PC and data-center chips are now paying off.

Trading suggestion:

With SpaceX at $140 today, down 18% from $170 at the end of June. For the short term, consider lightly going long in the $138–$142 range, with a stop-loss at $135 and a target of $160;

If it rebounds to $155–$160, you can try selling short at higher levels, with a stop-loss at $165 and a take-profit at $140.$NVDA $SPCX $INTC

#COW24小时上涨55.77% A day sees a 55% surge! Is this COW move a squeeze-fest driven by forced liquidations or a new beginning?

In the past 24 hours, the COW token jumped 55.77%, breaking through 1.5 USDT and hitting a peak of 1.556 USDT.

CoW Protocol focuses on intent-based trading and MEV protection. It has been driven by the return of DeFi capital and surging community interest.

Breaking down the internal structure, this aggressive pull looks more like a leveraged story that’s been hyped up—it’s not that the token’s DeFi pricing logic has changed. The token rose from about $0.10 in a single day to nearly $0.174.

In the 1-hour funding rate, it dipped as low as -2.0000% at one point—shorts kept paying, and the short-squeeze structure is intact. The RSI surged to a high of 91, becoming sluggish at the top, while volume expands in sync.

Some question whether the rally is detached from fundamentals, but market action supports the squeeze logic—under a negative funding rate, short positions haven’t exited, the price is pinned, and squeeze momentum is still there.

That said, CoW Protocol has fully unlocked all tokens, with no new sell pressure to interfere.

Trading suggestions:

For short-term trades, if it rebounds into the 0.155–0.158 range, you can try opening a small short position, with a stop-loss at 0.162 and take-profit at 0.145;

If it pulls back to 0.135–0.140 and stabilizes, consider going long on dips, with a stop-loss at 0.130 and targets at 0.160–0.175. $COW

After SanDisk’s 13% surge, is it time to get on board or stand guard?

1. What happened?

On August 13 Investor Day, SanDisk unveiled a “nuclear-grade” long-term blueprint: for fiscal years 2028–2030, it expects revenue to maintain high-to-double-digit growth; non-GAAP gross margin of about 80%, operating margin of about 75%, and FCF profit margin of about 50%;

It also promised that after completing business investments, it will return 100% excess cash to shareholders. After the news broke, the stock price jumped more than 17% intraday and closed up 13.67% at $1,528.11.

2. Why is it so strong?

There are three core supports behind the rally: ① AI inference-driven demand— the company believes that as AI expands from training into inference, it will ignite storage demand, estimating that by 2030 the enterprise data-center flash storage TAM will reach 1.2 zettabytes;

② An extreme profit model— 80% gross margin + 75% operating margin + a 5% expense ratio, which is extremely rare in the semiconductor manufacturing industry;

③ High order visibility— it has signed eight long-term agreements (including three of the largest U.S. hyperscale cloud giants), covering about two-thirds of Bit shipment volume for fiscal 2028; the total contract value is about $94 billion.

3. Market validation with “foot voting”

Some questioned whether “long-term guidance is just a sales pitch,” but the market gave a clear response: the storage sector collectively rallied— Micron rose 7%, SK hynix rose 8.8%, and Western Digital rose 10%.

Goldman Sachs noted that the strength of capital returns is “far beyond peers.” More importantly, the stock has gained nearly 50% from the July 29 low of $998 to now—this isn’t a one-day trade; it’s a sustained inflow of trend-following capital.

4. Trading advice: how to get on, and how to get off?

Long strategy: Buy in batches on a pullback in the $1,450–$1,480 range (the 3–5% pullback level from the August 13 close of $1,528), and set a stop-loss at $1,400 (if it falls below the prior support level). The target is $1,650–$1,700 (corresponding to a market cap of about $250 billion).

Short strategy: If it breaks below $1,480 on heavy volume, consider a small-position short attempt. Set a stop-loss at $1,530 (if it breaks above the prior high). The target is $1,420–$1,400. Shorting now is against the trend, so keep position size within 2%.

Key to watch: monitor the NBM agreement execution progress and AI storage demand data—this is the lifeline supporting the 80% gross margin. The trend has formed; pullbacks may be an opportunity to get in, but do not chase with a full position. #闪迪涨7%因营收增长展望 $SNDK $SNXX $SKHY

$AKE open positions get entered
For safer, add one more 0 to the price
For more conservative, add two more 0s to the price
For aggressive, add three more 0s to the price

$CL $BZ $XAU Iran Responds to Trump’s Remarks on the Strait of Hormuz

According to reports by international media, U.S. President Donald Trump said on the 14th that “after defeating Iran,” he would soon “declare the Strait of Hormuz as U.S. territory.”

In response to Trump’s remarks, Gharibabadi, Deputy Foreign Minister of Iran, said: “The Strait of Hormuz cannot be controlled by a single post, a carrier battle group, an executive order, or a campaign speech.

Iran neither fears threats nor will it be deterred by the threat of force.” Commander Ali Azami of the Islamic Revolutionary Guard Corps Navy also said on the 14th that the Strait of Hormuz remains closed and under full control of Iran’s armed forces.

“The actual situation should be seen on the ground, not in statements by U.S. officials.”

🧧 OK

US Stock Market: Retail “Surprises to the Downside” + Oil Prices “Soar,” and the Market’s Playing “Tug of War”

Brothers, last night the three major US stock indexes closed slightly lower, but there were hidden undercurrents beneath the surface.

On one side, weak retail data “surprised to the downside,” reinforcing expectations that the Fed is done with rate hikes. On the other, oil prices surged sharply after geopolitical tensions around the Strait of Hormuz flared up, sending energy stocks into a frenzy while tech stocks faced pressure. The market keeps bouncing back and forth between “inflation cooling” and “inflation reigniting.”

On the macro front: A Song of Ice and Fire
Retail sales “collapsed”: US retail sales fell 0.6% month-over-month in July, the largest drop in more than a year and far below expectations. Combined with this week’s mild CPI and PPI, market expectations for a Fed rate hike in September have collapsed to around 25%, and the US Dollar Index has slipped to a relative low.

Oil prices “exploded”: Near-stoppage in Strait of Hormuz passage. WTI crude rose about 5.4% on the week, and Brent is nearing $90. Trump threatened that he “will soon announce” the Strait of Hormuz as US territory, and the geopolitical risk premium was instantly priced to the max. The energy sector became the strongest performer of the day.

Impact across asset classes: Everybody goes their own way
Stocks: S&P 500 fell 0.17%, Nasdaq dropped 0.28%, and the Dow fell 0.20%, but market breadth was still decent. Russell 2000, the small-cap index, gained 1.12% on the week.

Semiconductors saw major internal divergence. Memory and optical communications surged (SanDisk up 35% WoW, AAOI up 15%), but equipment names like Applied Materials and Broadcom were hit hard due to overly high expectations.

Bonds: The yield on the 10-year US Treasury ended at 4.68%. The 30-year yield rose to 5.25%, the highest level in 19 years. The yield spread between short and long ends widened to 108 basis points. A steeper curve suggests the market believes the cycle of rate hikes is ending, but it does not yet believe inflation is dead.

Commodities and FX: Gold bounced back to $4,376, while the US Dollar Index slid to 99.67. The yen against the dollar is once again nearing the key 160 level.

Right now, the market is trading a complicated script: “inflation cooling” but “geopolitical risks heating up.” Retail data provides a case for “no more hikes,” but persistent oil price strength could push inflation expectations higher again, potentially putting the Fed into a dilemma.

In the short term, memory and energy are two clear main lines, but positioning needs to stay flexible—keep a close eye on the trend of oil prices and US Treasury yields $DRAM $CL $XAU #美国30年期国债拍卖收益率创2001年新高 #全球股市逼近历史高位 #油价小幅走高

#anthropic早期ipo会议未谈估值财务 Anthropic closed-door meeting: they won’t talk about valuation—what’s really going on?

AI super unicorn Anthropic is gearing up for what could be the largest IPO in history, aiming to list as early as September or October. But its recent closed-door meetings with potential investors have a slightly unusual vibe.

In preliminary communications with investors, Anthropic—led by its CFO—focused mainly on “big picture” topics such as the Claude models, Claude Code, enterprise market positioning, and the management team. The key point: there was no discussion of valuation or specific financial figures.

Meanwhile, the market is already buzzing with rumors that its IPO valuation could reach as high as $2 trillion—rivaling and even surpassing SpaceX’s record.

Why wouldn’t they talk money? There are two possibilities. First, they’re confident and let the product speak. The company’s second-quarter revenue is expected to exceed $11.5 billion, up 14x year over year, and it will be the first time the business turns profitable.

Annualized revenue has already surpassed $47 billion in May, with growth that’s truly remarkable. Second, they may be deliberately cooling expectations. The $2 trillion figure is investors’ estimates—not an official company target.

On top of that, recent U.S. export controls reportedly forced Anthropic to pull back advanced models, which may have made customers uneasy. Management might want, through these meetings, to steady investor confidence rather than set expectations too high.

Some might say, “If they don’t talk valuation, are they not confident?” But from another angle, it looks like a roadshow strategy borrowed from great tech companies—when the fundamentals are hardcore enough (quarterly revenue doubling, gross margin jumping to over 70%), the company’s mission and product roadmap can be more convincing than whatever numbers are being tossed around for the moment. The real valuation debate will be saved for the正式 roadshow stage.

Anthropic’s listing will almost certainly be one of the biggest tech IPOs this year, and for now it’s in “hype-building mode.”

The real trading opportunity may not be chasing gains on the first day of listing (take SpaceX’s lesson—up first, then breaking below), but rather around the period before and after it lists, by watching how the market reassesses the overall AI sector valuation. That shift will directly show up in the trading of similar AI-theme stocks such as Palantir and Nebius.$ANTHROPIC $SPCX $NBIS

$CL $BZ Crude oil prices remain at a high level with continued fluctuations

On the news front: According to Politico, a White House official said there have been no changes in the U.S.-Iran situation, and there is no information yet about extending a U.S.-Iran ceasefire agreement.

US Stock Close Recap: Storage Keeps “The Music Going,” but AI Financing Concerns Begin to “Sound the Alarm”

Last night’s US stock market showed increasing divergence. The Dow inched down, while the Nasdaq and S&P 500 managed to close slightly green—largely propped up by the storage sector holding up the fort. Market sentiment is a bit conflicted: on one hand, Sandisk continues to surge; on the other, concerns about AI hardware financing models are starting to brew.

1. Trading Volume & Price Moves: Storage Continues to “Rule”
Sandisk (SNDK) rose another 7.39%, with trading value of $33.6 billion to rank first for the night. This week alone it has jumped over 35%—as if investors’ “long-term guidance” is still reverberating: gross margin at 80% and free cash flow at 50%.
Micron (MU) followed higher by 2.3%, with $26.8 billion in trading value, ranking second. But Broadcom (AVGO) plunged 5.94%, with $11.5 billion in trading value, becoming the biggest “bombshell” of the night.

2. News Backdrop: Two Extremes, One Reality
On the storage side: good news keeps coming. Sandisk’s narrative is still strengthening, and expectations for AI storage demand are getting priced in heavily.

AI Financing Concerns: The root of Broadcom’s slide is the market starting to do the math. Bank of America estimates that the chip financing projects could generate $370 billion in debt by 2029. The market suddenly realized that AI hardware demand can’t keep being supported indefinitely by leverage. Concerns are rising about residual asset value and default rates. This is a warning bell for the entire AI hardware segment.

Other updates: News about Nvidia’s CPO switches entering mass production didn’t really boost the share price; Reddit surged 12.6% after being added to the S&P 500; and Berkshire boosted its stake in Google significantly in Q2, making it its fourth-largest holding.
$SNDK $MUU $RDDT #油价小幅走高 #全球股市逼近历史高位 #Anthropic早期IPO会议未谈估值财务

U.S. stocks’ three major indexes all closed lower

The Dow fell 0.2%, the Nasdaq fell 0.28%, and the S&P 500 fell 0.17%.

The storage sector rose. SanDisk was up more than 7%, Seagate Technology rose more than 5%, Western Digital rose more than 4%, and Micron Technology rose more than 2%.

Optical communications shares rose. Applied Optoelectronics jumped more than 15%, Corning rose more than 4%, and Lumentum rose more than 5%.$AAOI $SNDK $GLW

Anthropic's preliminary second-quarter revenue exceeded $11.5 billion

It grew by at least 14 times from $787 million in the same period last year, and also beat the $4.73 billion in the first quarter of this year. The company reported that adjusted operating profit for the quarter was positive

Anthropic was once trailing in the AI race, but thanks to an increasing number of professionals using its software to streamline workflows such as programming, its business growth has accelerated significantly.$ANTHROPIC

AKE forced-short squeeze violence—was it “rocket fuel” or “the last celebration”?

Last night’s AKE pump was brutal in one word: ruthless. In 24 hours it surged nearly 80%, directly blowing up the shorts. Out of the more than 86 million in total liquidations across the whole market, AKE accounted for 8.45 million—shorts made up nearly 90%. This is clearly a textbook-style forced short squeeze.

Let’s break down the pump logic:
In plain terms, it’s “news ignition + short panic.” The specific triggers are micro-level signals like project announcements and increased activity on trading platforms—things that directly throw shorts off balance.

This isn’t like BTC or ETH that moves with the macro environment. AKE’s market is smaller; once the news hits, shorts can’t simply run away. They only end up slamming into each other as they close positions by buying back, and the price gets “bought up” like that.

So what happens after the pump?
Now the question is: how long can this “rocket fuel” burn? In the short term, momentum is indeed on the bulls’ side—technically, the daily-chart level still looks bullish.

But don’t forget, brothers: next week there’s a big risk point—on August 21, AKE will unlock tokens worth more than $16 million. What does that mean? Potential sell pressure. Will the main players use this rally to distribute at higher prices, then dump the coins on retail chasers? The risk isn’t small.

Trading advice:
Chasing in now offers extremely poor value. The overhead resistance is in the 0.0047–0.0048 range. If it can’t break through, it could form a double top. In forced-squeeze markets, the run comes fast and goes fast too—take profit and leave is the way. Next week’s “mountain” of unlock pressure is looming, so don’t confuse a short-term celebration for a long-term trend $AKE #全球股市逼近历史高位

$AKE rose 30x in three months
Very similar to the distribution after a second top

$TSLA $QQQ $SPCX Tesla's upward move expands to over 3%

According to the news, Tesla reportedly plans to release a “flying” capability Roadster sports car as early as this month.

Citing three people familiar with the matter, The Information reports that Tesla is planning to release a new Roadster design with “flying” capabilities within this month at the earliest.

The report says the event will include a carefully designed stunt performance to showcase the “flying” capability of the Roadster limited edition model, which is the result of a collaboration between Tesla and SpaceX. Tesla’s shares rose nearly 2% in pre-market trading in the U.S.