SI-FA-TI-FY

L’action a atteint un nouveau sommet autour de 639 $ avant de reculer fortement, avec une clôture récente à 607,87 $. Après avoir gagné près de 30 % ce mois-ci, une phase de consolidation ici n’a rien d’étonnant.
Principaux niveaux que je surveille :
→ 595–600 $ — support immédiat
→ 575–580 $ — support plus en profondeur
→ 625–640 $ — résistance majeure
→ Au-dessus de 640 $ — découverte de nouveaux prix
L’histoire fondamentale prend aussi de l’ampleur. AMD vient de s’entendre pour acquérir World Labs de Fei-Fei Li pour 8,2 Md $, renforçant sa percée dans l’IA physique et l’intelligence spatiale.
AMD construit également de manière agressive autour des infrastructures IA, avec ses GPU MI400, des systèmes Helios à l’échelle rack et de grands partenariats IA qui soutiennent le récit à plus long terme.
Pour moi, 600 $ est le niveau clé désormais.
Tenir 600 $ + reconquérir 625 $ → un autre test des 640 $ devient intéressant.
Perdre 595 $ → je m’attendrais à un reset plus profond avant d’envisager le prochain mouvement.
Tendance solide, mais après une telle hausse, je préfère surveiller le re-test plutôt que courir après les plus hauts.
#AMD #Stocks #AI

Je pense que ce changement est plus intéressant que Wall Street qui crie « Crypto a l’air génial » une fois 🔥 Morgan Stanley ne fait plus que rédiger des rapports pour parler de la blockchain ; l’entreprise teste désormais activement les stablecoins, la tokenisation et même la DeFi. Les banques commencent à étudier comment brancher concrètement leur activité sur la chaîne — et ça semble complètement différent.
Et le vrai gros gâteau, c’est en fait l’infrastructure financière qui arrive ensuite 👀 Si vous faites progressivement passer les paiements, le règlement, les fonds, les obligations et les actions sur la chaîne, le volume de capitaux que les stablecoins et les RWA peuvent adresser va atteindre un tout nouveau niveau. La croissance progressive que la crypto devrait connaître à l’avenir pourrait de plus en plus provenir d’activités financières traditionnelles qui migrent elles-mêmes vers la chaîne.
Ce que j’ai le plus envie de voir maintenant, c’est qui sera le prochain acteur 💥 Coinbase et Citi viennent de pousser les paiements en stablecoins du côté des entreprises, et désormais Morgan Stanley commence à tester des scénarios financiers sur la chaîne. Une fois que de plus en plus de banques passeront du laboratoire à de vrais produits, « Wall Street passe en chaîne » va vraiment commencer à s’accélérer.

Massive bullish expansion on the Gold (XAUUSD) 15M timeframe! The buyers successfully swept the London highs and charged straight through the New York Morning High (NYAM High), pushing the price to $4,152.87.
🚨 Technical Projections & Scenarios (SMC / Price Action):
• Scenario 1 (Pullback & Go): Price has just tapped into a newly formed premium Supply Zone near $4,160. The high-probability setup is to wait for a corrective pullback to mitigate the broken London High or fill the newly printed Bullish FVGs between $4,148 and $4,152 before triggering the next bullish leg up.
• Scenario 2 (Range Re-entry): If the buyers fail to hold $4,148 as a structural support, the price might slip back into the previous consolidation range to retest the London Low (LNDN Low) liquidity.
• Trading Logic: Avoid chasing longs directly into the active supply zone. Patience is key—wait for a clean retest of the discount FVG zones below.
Which scenario are you betting on for the remainder of the NY session? Drop your bias below! 👇
$PAXG #XAUUSD #SMC #GoldMarket #TradingSetup #BinanceSquare.

TD Cowen initiated $SPCX at Buy with a $200 PT saying AI compute leasing will be its “fastest growing revenue stream” as $GOOGL & Anthropic demand ramps.
The firm expects AI compute to become majority of revenue by 2027 which is wild because SpaceX could become an AI compute company before market fully values Starlink and Starship.

#projettrumprejetsiranhormuzrouverture
🚨 TRUMP REJETTE LE PLAN DE RÉOUVERTURE DE HORMUZ EN 7 JOURS DE L’IRAN ! 🛢️💥
Le président Trump a officiellement rejeté la feuille de route de Téhéran sur 7 jours pour rouvrir le détroit stratégique d’Hormuz, exigeant une conformité totale avant de lever les sanctions ou d’assouplir les blocus navals ! 🏛️⚡
💡 Pourquoi Cela Fait Sursauter les Marchés de l’Énergie :
🔹 Goulot d’Étranglement Mondial : Avec 20 % de l’approvisionnement mondial en pétrole passant par Hormuz, une fermeture prolongée provoque d’importants chocs d’offre à l’échelle mondiale ! 🌐⛽
🔹 Escalade Géopolitique : Wall Street intègre un risque géopolitique durable, maintenant le pétrole brut au-dessus de 95 $/baril ! 📈🔥
🎯 2 Banques/Actions Clés Énergie & Marché à Surveiller :
🛢️ $XOM.US (ExxonMobil) — Leader majeur du secteur énergétique, prêt à générer une forte expansion des marges grâce à la persistance de prix élevés du pétrole brut ! ⚡🚀
🛡️ $CVX (Chevron) — Grand producteur mondial de pétrole et de gaz, bien positionné pour un élan haussier à court terme porté par des contraintes d’offre ! 🏛️📈
Les tensions géopolitiques alimentent la volatilité de l’énergie ! 💥 Vous détenez des actions “énergie” traditionnelles ou vous vous couvrez avec des RWA crypto ? Dites-nous ce que vous en pensez en commentaire ! 👇✨
#Hormuz

$SAGA Long
$BR Short
$SNDK Long
SNDKUSDT
Perp
1,780.78
-1.23%
BRUSDT
Perp
0.96947
-8.61%
SAGAUSDT
Perp
0.07291
+53.81%

According to kabutan, HKET and RTHK, Tokyo stocks opened firmer while Hong Kong slid at the open, with three regional markets closed for a mid-autumn holiday.
Tokyo's Nikkei 225 began the session at 65,639, up 125 points or 0.19%, with buying leading from the open after a mixed US session in which the Dow slipped 161 points and the Nasdaq edged higher. The dollar traded around 158.70 yen. The advance widened after the open, and the index stood at 66,242.29, up 1.11%, as of 01:40 UTC, led by chip-related names; Tokyo Electron rose 4.60% and Advantest gained 2.51%, while SoftBank fell 3.84%.
South Korea's KOSPI and KOSDAQ were closed for the Chuseok holiday.
Hong Kong stocks opened lower, with the Hang Seng Index down 237 points at 24,523 as the Xi-Trump summit failed to lift sentiment; the Hang Seng Tech Index eased near 1% to about 4,318. The benchmark extended losses to around 24,360 shortly after the open and stood at 24,386.31, down 1.51%, as of 01:40 UTC. Alibaba fell 2.27%, Tencent declined 1.05%, Meituan eased 0.97% and Xiaomi slipped 1.50%, while Chow Tai Fook Enterprises rose 3.61% after reporting a 10.7% rise in full-year profit.
Taiwan's TAIEX was closed for the Mid-Autumn Festival holiday.
In mainland China, the Shanghai and Shenzhen markets were shut for the Mid-Autumn Festivalholiday, with trading set to resume on Sept 28.

According to Jin10, Iranian media reported that Saudi Arabia, Turkey, and Pakistan will hold a meeting attended by senior military commanders from the three countries to discuss support for Saudi Arabia under their mutual defense agreement. According to a statement issued by Saudi Arabia's Foreign Ministry, the three countries will support Saudi Arabia's so-called right to self-defense after attacks by Yemen's Houthi forces. Saudi Arabia described the meeting as an emergency meeting, and it was not immediately clear what specific military measures it would cover

Binance Will List Hyperliquid (HYPE) with Seed Tag Applied
Binance will list Hyperliquid (HYPE) and open trading for the HYPE/USDT, HYPE/USDC, and HYPE/TRY spot trading pairs at 2026-09-24 11:00 (UTC).

Today, 328 million $SPCX shares unlock. Many holders are employees with nearly all their net worth in one stock. Even the bullish ones sell a slice to diversify, call it 20%.
That's roughly 60 million shares hitting the market.
SpaceX trades about 90 million shares a day. Put 60 million of new supply into 90 million of daily volume and the price gives.
One condition: it has to be trading well above 135, the IPO price. Below that, holders don't sell.

Interesting inflection point for $SPCX 👀 The unlock and reported insider sale could add volatility, so the next move will be worth watching closely. 📊

Elon Musk invité à la dîner d’État White House de Trump — président chinois — lol $TSLA $SPCX
Trump vient de se vanter du dîner d’État en accueillant Xi Jinping, en disant : « Des poids lourds de la tech et de la finance venus du monde entier sont fous de venir, au point que les places commencent à manquer. » Mais en plein milieu de cette programmation ultra-luxe, Musk s’est carrément assis là — lol
- Le sceau d’approbation d’un acteur-clé de la 2e mandature de Trump : Avec des bombes tarifaires du gouvernement américain, et tout le reste, c’est un timing brutal pour les tensions américano-chinoises, et Musk file directement à la table où les deux dirigeants partagent un repas.
- Le bouclier de risque Chine pour Tesla : Pour Tesla, qui fait tourner la Gigafactory de Shanghai et vise l’approbation de la FSD en Chine, le fait que Musk marche personnellement sur la corde raide entre les États-Unis et la Chine tout en assurant aussi un double rôle de « code secret » diplomatique, c’est un énorme avantage.
- Bilan passé : La dernière fois que Trump est allé à Pékin et a rencontré Xi, Musk était aussi de la partie, et comme à son habitude, il met cette fois sa présence en avant juste entre les deux dirigeants.
Il faut reconnaître ça à Musk : sa manœuvre politique, en profitant des relations de Trump jusqu’à une place en première rangée avec Xi, c’est carrément impressionnant, franchement
Les actionnaires de Tesla n’ont qu’à prendre du pop-corn et regarder comment les règles chinoises et les avantages liés aux tarifs vont évoluer — lol

Big $NVDA insider sale to keep an eye on.
Mark Stevens, a longtime Nvidia director, just sold about $300M worth of NVDA through trusts.
That’s a big number, but I wouldn’t take it as an automatic bearish signal. He still holds a large Nvidia position after the sale.
For me, the interesting part is how NVDA reacts to the news.
If price stays strong and holds key levels, the market may shrug it off. If we start seeing heavy selling and a break of support, then I’ll pay more attention.
So what does this mean?
Not necessarily that NVDA is about to dump. It simply gives traders another thing to watch alongside price action and volume.
#AIStocksWhatNext

A social-media account affiliated with China Central Television said Anthropic PBC’s privacy-policy revisions raise risks to user data by allowing information to be shared with US intelligence agencies when the company deems it necessary, without legal procedures, according to Bloomberg.
The post was published on Saturday.

$XAU $518K SHORT 😎😎

My friend sold his $ZEC at $1,500 and took his beautiful wife to Paris. 😂
Was that a good decision? You tell me.💀
Paris: 🇫🇷
Wife: 👀
ZEC
1,564.92
+4.33%

Multi-chain oracle project Switchboard said on X that it will stop operating. Its core development contributor, Switchboard Technology Labs, will gradually wind down the remaining business, and all Switchboard implementations will stop maintenance immediately before remaining support ends on September 25. According to Odaily, protocols using its oracle are being asked to migrate to alternatives such as Pyth and RedStone.
Switchboard said AI has lowered the cost of building oracles in-house, while the crypto bear market has reduced the number of new blockchains and project budgets. It also said direct data partnerships, such as those between Hyperliquid and S&P data providers, suggest protocols may increasingly obtain data directly, weakening the value of third-party oracle networks.

According to CNBC, Italian shipbuilder Fincantieri announced in July plans to acquire majority stakes in four companies for around 600 million euros ($689 million) as it expands into underwater and surface drones, marine surveying and subsea communications. The article said governments and defense companies are investing more heavily in technologies for underwater surveillance and seabed protection as concerns rise over the vulnerability of cables, pipelines and other critical infrastructure. Euroatlas said it has signed more than 100 million euros in GrayShark contracts with unnamed European navies, while TeleGeography said more than 1.5 million kilometers of submarine communications cables were in service globally as of early 2026.

BlockBeats reported on September 19 that Arkham disclosed Morgan Stanley Bitcoin ETF (MSBT) bought about $51.5 million worth of Bitcoin over the past 20 trading days, with no single-day outflows during the period. According to BlockBeats On-chain Detection, MSBT is also one of the few Bitcoin funds this month that has not recorded a single day of net outflows.

According to Wallstreetcn, Cui Dongshu of the CPCA said the General Administration of Customs released January-August 2026 import and export data showing China's goods trade exports rose 19% year on year to $2.9255 trillion, with August exports reaching a record $401.4 billion for the month. He also said China's trade surplus with the U.S. was $199.7 billion in January-August 2026, while the overall surplus remained in a good state.