周周投资笔记

The new Solana token $WEFT has made it onto Binance Web3’s social trending list.

Its current popularity index is 17,137, up 26.88% over the same period, with a market cap of around $1.04 million.

Social buzz is picking up, and the token price is rising along with it. But its market cap is still small, so add it to your watchlist for now and see whether this wave of interest lasts.

TSMC’s earnings report shows impressive growth, but there’s also a change worth watching.

In Q3 2026, net income grew 68.7% year over year, while revenue reached $46.72 billion, up 41.2%. Earnings per ADR were $4.60.

Advanced process nodes of 7nm and below already accounted for 79% of wafer revenue, with 2nm making up 8%.

More importantly, TSMC expects Q4 revenue to reach $52.3–54.3 billion, a substantial increase from Q3. This shows that demand for AI and advanced process nodes remains strong.

However, profit margins are starting to face pressure.

Q3 gross margin was 66.4%. Although significantly higher year over year, it declined by 1.3 percentage points quarter over quarter. The main reason is the cost of ramping up 2nm capacity, and overseas fab costs will also continue to have an impact.

My view is that TSMC isn’t short on demand right now. The real test is whether it can expand capacity on a large scale while protecting its margins.

Q4 gross margin guidance is 65%–67%. Let’s see if it can hold steady!

I remain optimistic about TSMC over the long term.

$TSM #美股 #台积电 #EarningsReport

It’s called Google AI Pro either way, so why can’t you use Gemini 4 Argon?

If you got Google AI Pro through:
- A Pixel purchase
- A Jio plan
- A student offer

you won’t be able to access Gemini 4 Argon in Antigravity.

Can’t Google standardize the names and access permissions like other companies do?

$GOOG $AAPL

When I was a kid, a good meal felt like a special occasion. I’d look forward to it for days.

Now I scroll through food delivery apps until my hand aches, and still can’t decide what to eat.

In the end, I still order from the same few places.

$BTC $BNB

$DAWG 24-hour price +7,791.78%, 24-hour trading volume approximately $4,060,588, and pool liquidity approximately $217,728.

Just send it

South Korea was the first to buckle 🥲

South Korea’s Financial Services Commission says the market is overreacting $BNB

Yesterday, SOL officially opened an office in Shanghai and even put up an ad in the building. This is China, after all—truly unbelievable! The future is here!
$SOL Current price: 104.13 USD; trading volume over the past 24 hours: approximately 235,053,246 USDT; price change over the same period: -3.19%.

Whoa, another huge drop $SNDKB

It broke below support—dare you catch the falling knife?

Let me check when the cashback will arrive!
$BNB

There's a new promotion on the digital marketplace—everyone hurry over! In the C2C section, get 10% cashback.

I always top up my Turkish App Store account, since my Codex is still 500 lira a month and I can't let it lapse 🤭$BNB

【Stablecoin supply fell by $900 million in a week. Will BTC come under pressure?】
DefiLlama data: The circulating supply of USD-pegged stablecoins worldwide is about $311.31 billion, down $900 million (-0.29%) from 2026-10-05.
Compared with 30 days ago: up 0.83% from 2026-09-12.

Why does this matter? Stablecoins are an important means of settlement and a source of liquidity in the crypto market. A decline in supply may reflect slower inflows, some redemptions, or shifts in fund allocation—potentially signaling more cautious risk appetite. However, the 30-day trend is opposite to this week’s move, so for now this may simply be short-term volatility.

What’s the outlook? If stablecoin supply continues to shrink over the next few weeks while BTC and ETH both weaken on rising trading volume, a market rebound may lack support from fresh liquidity. If stablecoin supply stabilizes and starts to recover, while prices also strengthen, the current bearish signal may gradually fade.

A lot of things look free.

What really costs you is the time you spend dealing with them.

Spending two hours to save ten bucks—isn't that like giving yourself a job that pays five bucks an hour? 😂
$BTC

Still confident in the crypto market

Go ahead and rise—rise until I’m free! $BNB

卖一点又买回来了，能赢吗？

Should I do it? Is it worth it?!

I'll give it a try 🤔$NVDAB

Top up immediately—don’t miss Binance’s promotion $#$BNB

c2c celebrates its 1st anniversary—you can enter the raffle. Everyone, go give it a try. You might be able to win u

When will the project team come to the square for an airdrop? All of it is now on X
$BTC

After that, I have to show my prediction, haha$XAU

NVIDIA is no longer just selling GPUs.
BlackRock, Blackstone, KKR, and Goldman Sachs have all entered the picture—turning “computing power” into an asset that can be financed, held, and generate cash flow.
Target scale:
Over $500 billion.
GPUs and data centers are becoming the next generation of infrastructure.
Wall Street is responsible for finding funding for AI.
NVIDIA is responsible for selling shovels.
We’re responsible for buying NVIDIA!🤣$NVDA.US