The recent market action has been seriously strong, with many coins doubling up, mostly coming from Binance Alpha.
Ever since RAVE made a hundredfold move, I've focused all my energy on monitoring the Alpha track.
Starting from mid-April, $BSB shared in the group around 0.28. Although I pretty much sold out midway, at least I made a profit. It’s all about playing it safe and steady 😂
I also managed to catch these hidden gems in the market: $UB 0.055 jumped in first, planning to add more at 0.058 later; RLS lurking around the low at 0.0033; $TAG 0.0006 positioned around that level; $Collecte at 0.28, held onto it without moving;
Just shared $Kgen today, entered around 0.18, and it shot up by over ten points—definitely timed it right.
I've also got a few old memes that I've been holding onto for a long time.
But no matter how good the market gets, the flip side of opportunity is always the risk that needs to be watched. Selling out is always profit.
For more quality coin recommendations and hidden gems, follow Qiqi, scan the code to join the group, and let’s share insights and make gains together~
Seven-七七
·
--
$UB completely got sold off, the whales are ruthless, just like $BSB got shaken out before the pump😭
The coins chosen by Qiqi are too wild! Grab some spot and hold tight, these recent ones are going to moon. But selling off always profits, the next one has been shared, waiting for takeoff.
Follow Qiqi to stay on track – sharing more quality coins! Welcome to join the Qiqi trading group.
$BASED has been down for so long—it’s time to rebound!
Looking at the market, Based’s holdings are still steadily increasing, the main force hasn’t left, and the chips are becoming more and more concentrated.
The price has been under pressure all the way down from the highs—many people have been holding on for a long time.
But today we’ve already seen a clear bottoming signal: over the next 24h it’s up more than 10%, with volume confirming. Buying interest in the low range has started to gain momentum.
After this kind of long, slow decline, it’s usually just a period of buildup before the move. If you buy, hold on tight!
How to Understand This Big Surge From SanDisk? $SNDK
The RMB 93.9 billion AI storage long-term supply agreement is indeed a solid positive—SanDisk has locked in long-term orders with eight major customers, and a large portion of revenue is recognized ahead of schedule. Combined with the launch of new products and a target of higher gross margin, the move effectively dampens the market’s sensitivity to the NAND cycle. On top of that, a squeeze-type rally has also boosted the stock, and it surged more than 25% within just a few days.
But you need to distinguish reality from imagination.
Long-term agreements can only smooth out earnings volatility; they cannot directly eliminate the storage industry’s cyclical nature. Contracts still include a floating price component, and supply-side pressure across the industry remains.
An 80% gross margin target is not easy to achieve—it’s more on the optimistic side as guidance. The current share price has already priced in most of the optimistic expectations, and there’s a lot of short-term trading capital involved.
The incremental growth in AI storage is real, but don’t believe the notion that the cycle has ended. Going forward, the key things to watch are order fulfillment, NBM capacity expansion, and whether gross margins are actually realized. If expectations fall short, the pullback could be very sharp.
August is when the demon coin market starts heating up again. Qiqi hasn’t updated in a long time—these past two days I finally got to take a good look.
A lot of those Alpha coins in this run have really flown; the gains look so satisfying.
$BTW just took off directly—I ended up selling too early and missed it! Now I’ll first reset my mindset. I need to keep watching the charts and finding coins.
Follow $TOWNS —I feel like it’s still building up momentum, waiting for the launch signal.
That’s just how the demon coin market is: if you miss one, don’t panic—there’s always another opportunity on the way. Keep holding on and staying up.
$LAB has dropped hard from the high position. However, this level could flip at any moment, and the bottom has already been worn down to almost the point. Hitting $2 is no problem.
Recently, long lower wicks have been coming one after another. The RSI shows such clear bullish divergence on the downside—smart money has already been quietly accumulating below.
Most of the panic selling has already run out, leaving mainly holders who are dead-set on holding. The weekly MACD is about to produce a golden cross. Historically, after a golden cross, it has delivered at least 3–5x gains. The price-volume action is also cooperating well. The double-bottom pattern is developing in a textbook way, and the moving averages are starting to turn bullish.
The first target is $0.8–$1.2. When the main upswing starts, $2 is only a transfer stop. The 1.618 Fibonacci extension (golden ratio) roughly points to about $2.15. Overall, the risk-reward looks quite good—worth holding onto for a bit.
Oh my god, the Korean stock market is falling hard!
KOSPI plummeted by 9%—and $SKHYNIX SK Hynix tumbled 15%+ during the session. The exchange has triggered a circuit breaker again!
The main pressure comes from profit-taking after last Friday’s huge 13% jump in US ADRs.
According to the latest forecast from Korea Investment Securities, SK Hynix’s operating profit in Q2 may be about 8% lower than market expectations. The key reason is that the revenue share from HBM is too high, which drags down the overall potential for ASP improvement.
Once you go long, you get trapped. The drop is really brutal. 😰😰
That said, the fundamentals probably haven’t broken down yet—it’s just that the momentum from the earlier sharp rally is being digested all at once.
Next, there will likely be more profit-taking and arbitrage positioning. The candlestick chart is likely to form long upper wicks, and in the near term it will mainly be range-bound, washing out the market. #韩国KOSPI盘中跌近5%
$SKHYNIX American Depositary Receipts (ADRs) from SK Hynix are set to start trading on Nasdaq tonight!
This will be the largest-scale overseas company listing in history, and everyone is using it to test whether Wall Street is still hot on AI.
SK Hynix is the global leader in HBM memory, with a market share of over 56% worldwide—AI servers can’t do without it.
The offering price has been set at $149, which is 3.1% higher than the price of the Korean shares. The deal is expected to raise $26.5 billion, directly smashing Alibaba’s 2014 record of $25 billion. Institutional subscription demand is over 7 times, with large long-only funds and sovereign wealth funds all rushing to get in—demand is absolutely scorching.
Although the Korean stock market has been volatile and the arbitrage conversion isn’t very convenient, SK Hynix’s valuation is still noticeably cheaper than its US-listed peers.
Institutions generally expect the ADR to trade at a premium of 5% to 30% versus Korean shares. In other words, Wall Street is answering a question with cold, hard cash: just how much premium can AI storage still command?
Watch the pre-trading session tonight for a first look—on July 13, it will officially list under the ticker SKHY.
I’ll be keeping an eye on how it performs after the market opens. This isn’t just a company’s listing—it’s the most direct and hard-core market vote on current AI investment sentiment.
SK Hynix is essentially “asking for a price” with real action: if the ADR opens and holds its premium steadily, even pushing higher, that would suggest Wall Street’s confidence in AI hasn’t cooled and money is still pouring in;
If the performance is mediocre or even breaks below the offering price, it may mean the AI boom is starting to show cracks—then it’s time to start being cautious. #SK海力士IPO承销费超1.4亿美元 #SK海力士ADR成最大外国企业融资
Wednesday’s market is quite interesting—global risk assets are trading in a split fashion.
On the U.S. stock side, AI hardware—“shovel-sellers”—was suddenly heavily sold off. $MU plunged 10.57%, $SNDK also fell 10.62%, and the Nasdaq 100 was dragged down by 1.5%.
Funds then rushed into software stocks. The S&P was down only about 0.19%, while the Dow remained relatively steady.
$META , however, surged sharply and announced that it would sell surplus AI computing power and officially enter the cloud services business—yet it ended up smashing the sentiment in the hardware names.
Oil prices fell on easing news from U.S.-Iran talks. Gold inched higher, and the yen hit a 40-year low.
BTC quietly gained 2.2% back to around 60,000—an under-the-radar rebound.
My personal view: the hardware pullback is a normal digestion. The AI boom isn’t over—it’s just shifting from hardware to applications and bottleneck-related segments.
There are differences within the Federal Reserve. In the near term, expect continued range-bound rotation—cautious, but not overly pessimistic.
Now that I’ve started paying attention to crypto exchanges’ trading activity in the US stock market, I realized that the daily movements of US stocks are also pretty interesting!
Up and down—totally as thrilling as a “scumbag dog” style rollercoaster.
Meanwhile, South Korean stocks triggered a circuit breaker again, plunging nearly 9% at one point. SK Hynix also dropped more than 4%.
On Thursday, Apple’s share price crashed by 6.1% just because it announced an increase in the prices of the Mac, iPad, and home devices. Right after that, news came out that OpenAI intends to delay its IPO until 2027.
The moment these two pieces of news hit the market, doubts about whether all that massive investment in AI can actually deliver commercial returns exploded.
On the other hand, China’s tech giant Alibaba also didn’t escape. Anthropic accused Alibaba of illegally obtaining its AI models by using multiple paid accounts and high-frequency API calls, resulting in <$BABA > US stocks falling 4.3% that day.
But then again, talking about it—when it comes to trading US stock contracts for short-term swings, it’s actually much steadier than messing with copycat coins!
As long as the downside narrows + volume-expansion signals appear, you can boldly buy on the dips. Once it rebounds, you can quickly grab several percentage points of profit.
So far, I’ve opened longs at <$QCOM > and <$MRVL >. I’ll keep watching the show~
Last night, the market took a nosedive with $BTC crashing, US stocks plummeting, and gold breaking below 4000, while silver tanked to a six-month low. It was a bloodbath across the board.
However, Micron Technology ($MU ) turned the tables with a historic earnings report, sending its after-hours stock price soaring by 16%, silencing the bears.
Micron's Q3 gross margin hit 84.9%, a massive 10 percentage points increase quarter-over-quarter, and more than doubled from 39% year-over-year!
This figure not only set a new record for the company but also surpassed Nvidia and Meta, showcasing rare pricing power and a tight supply-demand balance in the AI memory supply chain.
Following the earnings announcement, volatility spiked; while Micron's fundamentals remain strong, the sentiment at these highs is overheated. Taking profits is more crucial than chasing higher prices—preserving capital now will set you up for the next wave driven by HBM momentum.
Historically, how have tech stocks in the US performed before and after massive IPOs?!!
Will this drain the market?
$SPCX at $135 per share, planning to issue about 556 million shares, raising around $75 billion, with a valuation of about $1.75 trillion to $1.8 trillion.
However, the bigger the tree, the stronger the wind, and naturally, more controversies arise. This isn't just a win for Elon Musk, but a cosmic event that has garnered the most attention in the history of the US stock market.
Additionally, there's a non-traditional unlocking period, with some shareholders able to unlock their shares in batches after 70-135 days.
Musk himself is locked for a year, but employees and early investors are itching to cash out.
With a 30% retail share + retail FOMO, there's a high probability of a spike followed by a pullback after the opening surge.
But ultimately, how it plays out remains to be seen!