王不爱
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王不爱
推特X：王不爱，全网同名。手续费返现20%邀请码：BW9149。TACO交易和左侧交易者，运用自然交易理论&裸K，分享日常和交易思路。来不及了快上车！和不爱一起穿越牛熊！
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Click to enter>>币安王牌KOL专属群（王不爱）
🌟No need to climb over the firewall, click the link above to join the group, or scan the code through your phone camera or browser
😎The group will broadcast trading strategies from time to time, and everyone is welcome to join the group to communicate. There is also a limited-time red envelope to receive~
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Iran directly threw back Trump’s ceasefire plan, and the pressure on the Strait of Hormuz has tightened even further... The U.S. Treasury also jumped in to jab the yen, saying it fell too far, pushing the Bank of Japan to keep raising interest rates. When these two geopolitical tinderboxes collide, risk-off sentiment instantly spikes, and gold, silver, and oil are likely headed for another round of roller-coaster swings.
Verified
Trump is again issuing tough warnings, considering a military action against Iran that would be "larger than ever before"... This time, oil prices directly soared: Brent crude jumped to over $100.69 per barrel in one go, up 7.04% in a single day. The geopolitical fire hasn’t finished burning yet, and the US stock market has already stepped aside— the Nasdaq fell 2.15%, and Tesla was even worse, plunging 14.5%. Does this scene look like it’s pouring cold water on the Fed’s rate-cut expectations?
Another insider account on Polymarket shows off its moves... This time it's betting on whether the US will take action against Iran before 2027, with the buy-in probability at just 28.8%. This account previously got all four Middle East-related predictions right, for a 100% win rate. Now it's simultaneously betting that Iran will fully close its airspace and that the Iran ceasefire talks will fall through. With this kind of precision, I don't believe there's nothing to it.
Did storage chips produce another “weird” stock? One emerging star has warned that in the first half, net profit will surge by more than 19 times—jumping straight by 1,925%*! The reason behind it is that AI computing power has driven demand for high-end storage through the roof. But don’t rush in yet—look at what happened with the big players like Micron and Hynix not too long ago: their stock prices also swung wildly, and small-cap volatility will be even crazier. With these explosive results, is this a real turnaround—or just a flash in the pan?
Verified
BitMEX has gone bankrupt……
As the founder of one of the oldest exchanges and the perpetual contracts, the super bearish indicator is here!
Let a few more exchanges go under and a few more people run off—then BTC will probably be basically at the bottom!
As the founder of one of the oldest exchanges and the perpetual contracts, the super bearish indicator is here!
Let a few more exchanges go under and a few more people run off—then BTC will probably be basically at the bottom!
This latest plunge in gold and silver—has it knocked the “soul” out of the bull market? Yet top technical analysts say the fatter run—the most profitable phase—hasn’t come yet. At the same time, JPMorgan issued a warning: while AI hardware companies are celebrating, cloud giants are being held back by capital expenditure. This kind of market divergence could trigger a deep pullback. Meanwhile, the shrinking scale of Treasury basis trades may mark a turning point for liquidity. Does this scenario look like standing on the edge of a blade at the very end of a bubble? Don’t rush to buy the dip yet—wait until the storm settles.
The US dollar, crude oil, and gold are all rising—so the three of them are somehow wearing the same pair of pants? Traditional logic has completely fallen apart. The script that says “when the dollar is strong, gold and oil fall” is just tossed straight into the trash. Geopolitical tensions flare like a chain reaction, inflation expectations are climbing, and central banks are buying gold—three separate threads are twisted into a single rope, pushing both safe-haven and inflation trades higher. Is this market a collective frenzy, or the start of an end-of-the-world celebration?
Japan’s energy self-sufficiency rate is only 13%. The moment anything goes wrong in the Strait of Hormuz, it’s essentially suffocation… The whole structure is as fragile as paper. But during this oil crisis, they still managed not to cut off supplies, relying on reserves, planning, and refining capacity to hold the line. Now the risk of depending on a single chokepoint has been put back on the table—will they be that lucky next time?
Verified
BitMEX is shutting down! This pioneer of perpetual contracts, the ruthless player who pushed leverage all the way to 100x, has surprisingly announced that it will officially cease operations on September 23. New users are not allowed to register starting now. Back then, when Bitcoin crashed nearly 50% in a single day, it pulled the plug to “save the market,” and the founder later ended up in prison. Today, the market has been taken over by newer waves like Binance and Bybit, and the first-generation king has reached its end—an era really has come to a close.
Verified
Can this Intel earnings report prove that it’s still alive? Revenue recovery? The foundry transformation? AI demand? If it can’t answer these three questions well, the stock price will probably keep falling… It’s up 185% over the past year, but it’s down 25% recently too—what a roller coaster ride. If you don’t have a strong heart, you really can’t take it. The options market is already betting on tonight’s big move—both bulls and bears are wagering. My view: if the foundry business doesn’t show improvement again, this rebound will be nothing more than a game to mess with you, folks!
After this round of gold prices’ “false tumble,” the long positions have been washed out pretty much, but a true bull market still needs one more breath! Institutions say the crowded positions have been cleared quite thoroughly, but unfortunately the money hasn’t yet formed a unified signal… In the short term, it may still have to grind. But don’t forget, oil prices are still surging higher; rate-hike expectations from the Fed have also resurfaced; the bond market is shaking badly. The four-year AI-driven bull market may be heading for a crossroads. In this kind of market, chasing gains risks getting trapped, while not chasing risks missing the move. Friends, what will you choose?
Verified
Has the semiconductor rebound not finished yet? Goldman says investors are now buying back memory and equipment… early crowded positions were shaken out by about 80%, and the hardest-hit names like Micron, SanDisk, and SK hynix have also found new buyers. But don’t get too excited—BofA, UBS, and ING have all poured cold water: this run in gold and silver likely can’t last. One is recouping, while another is struggling—so where exactly is the money flowing?
Trump’s camp is targeting the SVB investigation report, trying to use it to oust Fed governor Barr? This move treats the regulator like a political battleground... When Silicon Valley Bank blew up, the external review report is now being turned into a tool for removal, and the political game is directly burning into the Fed’s personnel. If this succeeds, the market is going to shake hard...
Tesla’s second-quarter capital expenditures skyrocketed to $5.8 billion. Free cash flow turned negative for the first time in more than two years... Musk is basically gambling with his life on AI. So what if revenue beat expectations—every dollar just gets burned into data centers and compute power. Even more ruthless, OpenAI has just raised its 2030 forecast for compute spending from $600 billion to $750 billion, and then, turning around, announced it will pour $20 billion into building a data center in Georgia called “Camellia.” These two giants are competing to burn money—how much longer can the AI bubble be blown up?
Verified
Did the storage stocks just surge and then drop? The after-hours market has already started getting dumped... Micron is down 1.17%, but after-hours AI infrastructure stocks like SanDisk are up 3%, and Micron is also up 2.9%. So is this storage rebound a real turnaround, or are they just messing with us? Google’s earnings came in above expectations—revenue grew, but capital expenditures also skyrocketed. It fell more than 4% after hours. Is the market not giving AI any face?
Verified
The backlog of stored-chip bad debts hasn’t been cleared yet… DRAM contract prices’ quarter-on-quarter increase dropped directly from Q1’s 93%–98% to Q2’s 58%–63%, and TrendForce expects that in Q3 only 13%–18% will remain. HBM can’t hold up either—spot prices are flat, and prices have started to fall. A TS Lombard report said that the share prices of Samsung and SK hynix have already priced in earnings that are 40%–50% lower than the market’s consensus expectations; valuations are approaching reasonable levels, but the risk of the cycle hasn’t dissipated yet. This rebound— is it a real reversal, or just playing a joke on you?
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Google Cloud revenue grew 82% year over year, backlog orders surged to $514 billion—this performance is absolutely explosive. But after-hours it fell 4.24%, and the reason was a raise in capital expenditures, which made the market turn on it instantly. Is AI actually mining a gold mine or burning cash— even Wall Street itself is confused.
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