3天内发财

$MRVL Today the stock price dropped 12.5% directly, dragging down the entire semiconductor sector. Look at the magnitude of this fall: SNDK is down 14%, ALAB is down 12%, AMKR, AEHR, INTC, and CRDO are all down 11%, while AMAT and MRVL are down 10% on their own. AAOI, KLAC, and AMD are down 9%, COHR is down 8%, ARM is down 7%, LITE and ASML are down 6%, and even TSM is down 5%. The impact of this sell-off is indeed severe—basically indiscriminate across the board.

The background is that MRVL led the plunge, and the sector’s sentiment immediately blew up. What had been rising strongly earlier simply all got given back today. Put plainly, the market is a bit worried about semiconductor demand expectations right now, especially in memory and data center-related areas, where capital is running very fast.

With today’s move, the selling pressure will definitely need to be digested in the short term. However, MRVL’s fundamentals haven’t changed. The more it falls, the more it could be an opportunity—you just need to watch for signs of a rebound later on. $MRVL

$RIF Today it jumped straight up 10.7%, and the trend is pretty fierce. I looked through the news backdrop and found a classic military re-cap segment that was dug up again—back in the Kargil conflict, after the commander of the 13 JAK RIF seized Point 4875, he directly held a media briefing on the high ground using the raw footage. This segment mainly emphasizes the strategic value of Point 4875—once you take it, you basically control the entire region’s high ground.

Put that logic onto $RIF and it’s essentially the same. Right now, this spot is the key node of the whole structure. Once it holds, the space ahead opens up. Today’s surge on increased volume isn’t random fluctuation; it’s a proactive attack by the capital after confirming support.

When I replay it, $RIF ’s performance today is a bit similar to that historical re-cap—both completed decisive positioning at a key location. Whether it can keep going after this depends on whether this level can be defended. At least judging from today’s volume-price coordination, the signal is relatively positive. Jai Hind.

Semiconductors today are really in a sorry state—basically the whole sector is getting hammered. Take $INTC , for example: it fell 12.5% in a single day, which is roughly the worst among this round of declines. The others are not much better either. You see broad drops of around -14%, -11%, -10%, and it’s easy to find a dozen or more stocks with declines of over 5%.

In plain terms, today is a day when semiconductors are collectively taking a beating, and sentiment is very bad. Earlier, everyone still thought AI could help lift the sector, but now even areas like equipment, storage, and chip design are all falling. That suggests the market’s expectations for future demand are weakening. $INTC ’s drop is especially brutal; the technicals have also broken key support levels. Any near-term rebound will likely require time and confirmation from trading volume.

During a period of broad, collective sell-offs, the biggest taboo is rushing to bottom-fish. Wait until the sector’s sentiment stabilizes, then see if there are signs of leadership before acting. For now, it’s best to watch more and trade less—don’t go against the trend.

Today the semiconductor sector collectively crashed, and $ALAB dropped directly by 14.7%, among the worst performers. Others like Intel’s peers also lay flat in the -10% to -14% range. In short, the entire sector was basically dragged down.

Honestly, it’s hard to say this kind of broad sell-off was caused by a single piece of news. It’s more like funds are collectively avoiding risk. As $ALAB is one of the most violently fallen assets in this round, if the sector sentiment improves tomorrow, its rebound elasticity may also be the strongest. But for now, it’s best to stay disciplined—don’t rush to buy the dip. Wait for signs of stabilization.

After reviewing today, I only have one feeling: timing matters more than direction. The volatility of $ALAB didn’t come from a sudden change in fundamentals; it’s sentiment driving the move. In this situation, it’s better to watch more and act less—controlling position size is the best strategy.

$TST Today it surged 12.8%. That move is indeed kind of interesting. On the news front, there’s an offline event from hololive: Kobo and Baelz will hold a fan meet-and-greet from 1:00 PM to 2:20 PM on September 25, 2026. The time is based on TST. These kinds of tie-in events can still give the coin price a boost in terms of sentiment—after all, fan-economy is always a炒作热点 (a hot topic for speculation).

The event itself is part of WirForce. It’s a legit offline exhibition, not one of those casually released rumors. From the trading chart today, this rally was probably either someone positioning in advance, or simply driven by buy orders stirred up by this news. However, for this kind of short-term, event-driven market action, whether it can continue depends on whether there are bigger catalysts later on.

Personally, I think: if you’ve already gotten on board, keep an eye on whether there’s any secondary hype around the dates of the event. If you haven’t entered yet, chasing the price higher means you need to consider the risk—after sentiment fades, pullbacks are also common. $TST

$RESOLV today jumped by 12.9% directly, and the gain was quite fierce. At the moment, $RESOLV is also near the top on Binance’s rankings. Its 24-hour increase has already exceeded 43%, and the trend is very strong.

Overall, the market isn’t too noisy, but there is still room for altcoins to continue moving upward. This move by $RESOLV has been fairly steady—there’s no feeling of a violent pump followed by a dump. Instead, it’s been pushed up slowly. In my opinion, this kind of pace is healthier. It suggests the rally isn’t purely driven by emotions, and there really are people accumulating.

Let’s recap: if you didn’t chase after it today, there’s no need to be too anxious. Once this trend is established, there may be opportunities to get in again later, with some pullbacks along the way. The key is whether it can hold this position. If, after that, there’s a reduced-volume pullback that doesn’t break the previous low, then it’s basically confirmed. $RESOLV is still worth keeping an eye on, because this kind of gain is very striking in this market environment.

Today $TAC jumped strongly, directly rising by 68 points. It counts as one of the rare strong performances in recent times. I’ll review it myself and feel that there’s some logic behind this kind of move—it’s not just driven by short-term sentiment. I actually had been watching this stock before, but I never dared to go in with a heavy position. Today’s surge made me feel a bit regretful that I didn’t get on earlier. But chasing it at this point is definitely not rational; I still need to wait for a pullback and look for an opportunity. That’s how trading is: if you don’t catch the chance when it comes, then wait for the next wave. Hard-chasing usually gets punished. The key is to have your own rhythm and not get anxious just because it’s going up. Next, I’ll keep an eye on the price action of $TAC and see whether there’s a suitable entry point. Overall, this surge shows that the market’s attention on this stock is increasing. If, going forward, there can be sustained buy support, it may perform even better. Stay patient and only act when the signals are clear.

Since I started posting my $SOXL position on social media, I’ve probably gained about 200 followers. Honestly, I don’t know whether these people want to see me make a fortune, or see me lose everything. Haha.

To be real, I’ve trained my tolerance for sudden sell-offs. Today $SOXL dropped 13 points straight away—watching my account shrink didn’t really move me emotionally. After all, leveraged products are like that: when they rally, they move hard, and when they fall, they don’t hold back either. I’ve been through even nastier drawdowns before, so now I feel like this kind of volatility is just the norm.

The key is whether you can hold on. An ETF like $SOXL with 3x leverage has absolutely insane short-term swings, but over the long run, as long as the semiconductor cycle is still moving upward, these brutal drops can actually be opportunities to add in batches. Of course, the prerequisite is not to go all-in at once—position management matters more than anything.

That 13% drop today—yeah, it hurts, but it also doesn’t feel that bad. But since I chose such a high-volatility instrument, I have to accept its temperament. Keep holding it and wait for the wind to change.

Today $SKYAI dropped 19.2%. Honestly, it really hurts. But when I look back, this whole AI narrative and the Binance Alpha TGE rally party—I actually called it out a long time ago.

When I called out LAB, how many people actually took it seriously? When I called out SIREN, wasn’t it just background noise again? And RAVE—I’ve mentioned it so many times I can’t even keep track. Not to mention $SKYAI —I’ve repeated it countless times, and VELVET is the same.

Looking back now, for these Binance Alpha picks, which one didn’t surge hard before and after the TGE? But most people back then either didn’t believe or hesitated, and only regretted it after it had already gone up.

Today $SKYAI is pulling back, and some people are starting to panic. But I think the ones who really should panic are those who chase only after the rally. I re-examined my own actions: the core logic hasn’t changed. The AI narrative isn’t over yet, and Binance Alpha picks still have potential. A drop is actually an opportunity—the key is whether you dare to buy when others are panicking.

Don’t wait until the next rally starts and then come ask me whether you can chase. $SKYAI

Just took a look at $KORU —today it directly dropped 11.3%. Honestly, I’m a bit stunned. I previously thought this level was pretty stable, but then a single big bearish candle came, and my account equity shrank noticeably. I’m still holding the position right now and haven’t moved—mainly because I don’t want to cut at the lowest point. Let’s see if this round is really an emotion-driven sell-off; if it can stabilize, I might add a bit to lower my cost. This price action is definitely wearing, but the fundamental logic for $KORU hasn’t changed. If sentiment recovers later, there should still be upside room for a rebound. I’ll hold out for today and decide my next move after tomorrow’s market signals come out.

Today $OPG surged directly by 15.3%. I glanced at the comments, and some people are still acting like they know everything.

To put it simply, some people’s logic in the crypto world is just like that of a lousy dentist: when you ask what the project is like, they say “what do you know”; when you ask whether the fundamentals are solid, they say “don’t ask”; when you ask why it fell, they say “you deserved it”; when you ask whether you can still chase it, they say “you’re stupid”; when you ask why it’s up, they say “where were you earlier?” In the end, when you lose money, they say, “you deserved to die.”

This kind of attitude was especially common before the recent rally in $OPG . Many people claimed they didn’t care about it, but today a single bullish candle slapped them in the face. I reviewed it myself—this rebound in $OPG actually had clues; it wasn’t an impulsive pump with no reason. Back when it was at a low level, many people hesitated, but now that it’s risen, they’ve started regretting not getting in.

In plain terms, the market is always like this: only when it rises do people believe it; when it falls, everyone tells ghost stories. At least today’s performance from $OPG proves one thing: some projects really do have money paying attention. The key is whether you can wake up first while everyone else is pretending to be asleep.

Today, $KLAC directly dropped 10 percentage points. Honestly, it hurts. The entire semiconductor equipment sector is having a tough time—AMAT and LRCX are moving down along with it. This late-month acceleration in the selloff has indeed damaged the chart pattern.

But from another angle, the overall market is still relatively resilient. It hasn’t completely collapsed just because these stocks are weak. More likely, it’s digesting the move through consolidation. This kind of price action is quite typical—strong stocks that had been leading are catching up and pulling back, but the index itself hasn’t broken down, which suggests funds are still rotating. It’s just that, for the time being, they’ve temporarily pulled back from the tech hardware side.

I reviewed it myself: after the drop in $KLAC , the short-term moving averages have all been broken, but the trading volume isn’t especially dramatic. It may be more about institutions repositioning or a concentrated release of stop-loss/take-profit orders. Next, we’ll need to see whether it can hold steady at the current level. If it consolidates sideways on lower volume, it could actually be an opportunity.

If you already hold $KLAC , don’t panic too much. A sharp drop at this level usually doesn’t last very long. The key is how strong the recovery is over the next few trading days. The fundamentals of $KLAC haven’t changed—only sentiment and the flow of funds have become problematic. Once the selling pressure is digested, we can reassess.

$RAVE Today it dropped 13 points—straight-up hyped me up.

It all started when I saw mmm_mag_official post something, mentioning SUNGHOON, and making a direct comparison between #Knife_SUNGHOONVer and the comeback main track “Bloody Paradise” from ENHYPEN. The song was released on August 21, along with their 8th mini album, “THE SIN : BLISS.” Album info was first revealed at the World Tour stop in São Paulo, where they also played a snippet of “Bloody Paradise.”

My own feeling is that this wave of hype came at just the right time—the market is clearly starting to digest the information ahead of schedule. $RAVE

$EVAA Today it directly surged 61 points, breaking 1.5. Previously, some people lacked patience and cursed me. I can only say, trading short-term is too easy to squeeze yourself in—once you get a hit, you panic. But my style is swing trading; if you can hold it, you can take the meat. I’ve always been bullish on this coin; every time the targets are reached, and doubling returns isn’t just once or twice. The key is two words: patience. This surge today serves as a confirmation of my earlier judgment. Keep holding and just wait for the next leg. $EVAA

Just took a look at my positions—$LRCX was directly smashed down nearly 10% today. It hurts a bit, but when you step back and look at the logic, nothing really changed.

Kenanga just released a report with a very straightforward core view: capital expenditure for AI data centers is triggering a new structural upcycle in semiconductor wafer fabrication equipment. Do a quick back-of-the-envelope calculation—per every 100 billion (RMB) of AI data center investment, it could drive about 8 billion in wafer equipment spending. In other words, a large portion of the money burned by AI ultimately flows to equipment makers.

In specific numbers, it’s expected that in 2026, global (excluding China) wafer fabrication equipment spending will surge 36%, and then rise another 33% in 2027. This isn’t just minor noise—it’s two consecutive years of high double-digit growth.

So today’s sharp selloff looks more like a short-term disruption driven by market sentiment or liquidity conditions, not a fundamental problem. As one of the “three giants” in equipment, $LRCX is set to benefit from the AI infrastructure boom—plain as day. Short-term volatility won’t change the medium-term logic; the rest is simply to hold on and wait for the market to correct itself.

$XPIN today surged by 14 percentage points directly, and the trend looks quite strong. Right now, the support zone is in the range of 0.088 to 0.084. As long as it doesn’t break this area, the short-term trend is still bullish. I reviewed this move myself: this rally actually has signs to it. Volume and momentum have been coordinating well, and the order book entries are also relatively solid—unlike a move that suddenly spikes up only to get dumped right after.

Structurally, the consolidation phase for $XPIN this round has been fairly thorough. Previously there was enough time spent moving sideways, and the turnover/rotation of shares has been relatively clean. Now that it has broken out, if it can hold the support zone, there’s likely still room ahead. In my view, if there’s a pullback that doesn’t break support, this could actually be a good observation point. Of course, how things play out depends on market sentiment and how the capital behaves. At the moment, the bulls seem to have the advantage.

In short, today’s rise for $XPIN wasn’t a random push. It has support from both fundamentals and technicals. Next, we’ll see whether it can stabilize above the support zone—step by step from here, like watching how the market moves.

$SLX The gift promotion has already been going for two days, and there are still 6,000 in SLX that haven’t been distributed yet. Today, I’ll release 2,000 SLX and split it among four winners.

To participate, just leave a comment under this post.

For some background: today $SLX dropped by 10%, which counts as one of the bigger pullbacks recently. But the event is still ongoing—what needs to be sent will still be sent. The project team’s pace hasn’t stopped.

At times like this, it’s actually a good opportunity to observe the project’s sincerity. Even when the market isn’t good, they’re still following through with the plan—at least the attitude is there.

The remaining 4,000 SLX will be sent out gradually over the next few days. If you’re interested, keep an eye on it. As for me, I’m planning to keep holding and watch—because during these kinds of event periods, there are usually some actions.

$SLX

$MVLL Today it directly dropped 11.7%. To be honest, the drawdown is a bit harsh. I looked into it—mainly it’s because the entire storage chip sector’s sentiment isn’t right, and money is flowing out. Earlier, $MVLL rode the AI compute and storage concept rally, but today it’s clearly profit-taking being sold off, and the technical picture doesn’t look great either.

From the tape, this level is actually pretty critical. If it can’t hold steady over the next few days, it might need to test lower again. I personally haven’t moved yet, but I’m also in no rush to add shares. A single-day big bearish candle like this usually needs time to digest, and chasing it short-term carries considerable risk.

Also, recently the whole semiconductor sector has been adjusting. As a representative of the storage direction, $MVLL is affected quite directly. Fundamentally, the storage demand is still there, but in the short term, sentiment and capital flows matter more. My plan is to observe first and consider my next move only after it stabilizes with a contraction in volume.

$MVLL This level isn’t bearish, but don’t get blindly optimistic either—wait for the market to give clearer signals before deciding.

$SNDK Today it directly plummeted 10.2%, and after-hours it’s still down another 4.7%, dragging the entire semiconductor sector with it. The DRAM memory ETF fell 5.7%, MU also dropped 5.0%, and Nasdaq futures dropped another 0.8%.

On the other hand, there’s something a bit interesting: the IGV software stock ETF has been rising for 6 straight days, and it’s still moving higher after-hours today. The after-hours data may have mixed yesterday’s closing prices with after-hours quotes, so keep that in mind when referencing.

Overall, this move has been pretty brutal for $SNDK —clearly, money is shifting from semiconductor hardware toward software. In the short term, you still need to closely watch changes in supply and demand for memory chips and the guidance in upcoming earnings reports; don’t rush into bottom-buying.

$AMAT today dropped 9.7% directly—pretty ruthless. To be honest, this downturn wasn’t without signs. Lately I’ve been seeing some interesting developments: the folks from SPPG have started to clash with the core team from BGN. In particular, the SPPG leader who came out of SPPI went straight at the investors. The investors are a major backer who put up the money to build the kitchen hardware. Now both sides refuse to give an inch, and the project is clearly stuck in neutral.

Put simply, the core issue for $AMAT right now isn’t that the market is bad—it’s that internal interests and distribution haven’t been settled. They’ve put so much money into the hardware, but the operations side doesn’t want to follow the rules, which is a big problem. If this conflict keeps escalating, the rollout of production capacity and revenue expectations will likely be scaled down as well.

My own view is: don’t rush to bottom-fish in the short term. Wait until there’s some result from this internal fighting. After all, the biggest fear for projects like this isn’t market volatility—it’s turning on your own people first. The narrative logic for $AMAT is still there, but for now it needs time to digest these internal frictions.