SI-FA-TI-FY

株価は約$639で新高値を付けた後、急反落し、最新の終値は$607.87です。今月は約30%上昇しており、ここでのもみ合いは不思議ではありません。
注目している重要水準：
→ $595〜$600 — 直近のサポート
→ $575〜$580 — より深いサポート
→ $625〜$640 — 主要なレジスタンス
→ $640超 — 新たな価格発見
ファンダメンタル面の物語もさらに大きくなっています。AMDは、Fei-Fei LiのWorld Labsを$82Bで買収することで合意し、物理AIおよび空間インテリジェンスへの取り組みを拡大します。
またAMDは、MI400 GPU、Heliosのラックスケール・システム、主要なAIパートナーシップなどにより、AIインフラをめぐる体制を積極的に強化しており、中長期のストーリーを支える内容になっています。
私にとっては、いまの重要ラインは$600です。
$600を維持し、$625を奪還 → $640の再テストが現実味を帯びてきます。
$595を失う → 次の動きを探す前に、より深いリセットを想定します。
強いトレンドですが、こんな上昇の後は、高値を追いかけるよりもリテストを見たいです。
#AMD #Stocks #AI

この変化は「ウォール街が“Crypto looks good”と一度叫ぶ」よりも、よほど面白いと思います🔥 モルガン・スタンレーは、ブロックチェーンについてレポートを書いて語るだけではなく、今はステーブルコインやトークン化、さらにはDeFiまで積極的にテストしています。銀行が、自社のビジネスを本当にチェーンにつなぐ方法を研究し始めている——これはまったく別物に感じます。
そして、いちばん大きい本命は、実は次に来る金融インフラです👀 もし支払い、決済、資金、債券、株式を徐々にチェーンへ移していけば、ステーブルコインやRWAが取りうる資本ボリュームは、まったく新しいレベルに跳ね上がります。今後クリプトが見せる増分成長は、ますます、自らチェーンへ移行する伝統的な金融ビジネスからもたらされるかもしれません。
いま一番見たいのは、次のプレイヤーが誰になるのかです💥 CoinbaseとCitiは、企業向けへのステーブルコイン決済をすでに前進させました。そして今、モルガン・スタンレーがオンチェーンの金融シナリオをテストし始めています。これからますます多くの銀行がラボから本物の商品へ移っていけば、「ウォール街がオンチェーンへ」が本当に加速し始めるでしょう。

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.

#trumprejectsiranhormuzreopening
🚨 TRUMP REJECTS IRAN'S 7-DAY HORMUZ REOPENING PLAN! 🛢️💥
President Trump has officially rejected Tehran’s 7-day roadmap to reopen the critical Strait of Hormuz, demanding full compliance before lifting sanctions or easing naval blockades! 🏛️⚡
💡 Why This Shocks Energy Markets:
🔹 Global Bottleneck: With 20% of world oil supply moving through Hormuz, prolonged closure creates massive global supply shocks! 🌐⛽
🔹 Geopolitical Escalation: Wall Street is pricing in persistent geopolitical risk, keeping Crude Oil elevated above $95/bbl! 📈🔥
🎯 2 Key Energy & Market Coins/Stocks to Watch:
🛢️ $XOM.US (ExxonMobil) — Prime energy sector heavyweight poised for strong margin expansion amidst sustained high crude oil prices! ⚡🚀
🛡️ $CVX (Chevron) — Major global oil & gas producer well-positioned for short-term bullish momentum driven by supply constraints! 🏛️📈
Geopolitical tensions are fueling energy volatility! 💥 Are you holding traditional energy stocks or hedging with crypto RWAs? Drop your thoughts below! 👇✨
#Hormuz

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. 📊

イーロン・マスクがトランプに招待される—中国大統領ホワイトハウスの州賓晩餐会、笑 $TSLA $SPCX
トランプは、習近平を歓迎する州賓晩餐会についてドヤ顔で自慢した。『世界中のテックや金融の重鎮が来るのにみんな大騒ぎで、席が足りないくらいだ。』とね。でも、その超ラグジュアリーな顔ぶれのど真ん中に、マスクがドンと座ってるじゃないか（笑）
- トランプ2期目の実力者“お墨付き”：米国政府の関税爆弾などもあり、米中の緊張にとっては最悪のタイミングだ。そんな中でマスクは、2人のリーダーが食事を共にしているテーブルへまっすぐ向かっている。
- テスラの中国リスク対策の盾：テスラにとっては、上海ギガファクトリーを運営しつつ、中国でFSDの承認を取りにいく中で、米国と中国の綱渡りをマスク本人が行い、そのうえで外交のチートコードとして二足のわらじを履くのは、大きな追い風だ。
- 過去の実績：トランプが以前に北京へ行って習近平と会ったときも、マスクはそこにいた。今回もいつも通り、2人のリーダーのど真ん中で存在感をバシバシ発揮している。
マスクには脱帽だな—政治的な立ち回りで、トランプの後ろ盾に乗って習近平との最前列の席を取るなんて、率直にすごいとしか言いようがない
テスラの株主はポップコーンでも食べながら、中国の規制と関税の恩恵がどう転ぶかを見ていればいい（笑）

「Big $NVDA 」は見逃さないで。
長年Nvidiaの取締役を務めてきたマーク・スティーブンスが、信託を通じてNVDAを約3億ドル（約300Mドル）分売却した。
これは大きな数字だが、自動的に弱気材料だと受け取る必要はない。彼は売却後も大きなNvidiaの保有ポジションを維持している。
私にとって興味深いのは、NVDAがこのニュースにどう反応するかだ。
価格が強さを保ち、重要な水準を維持するなら、市場はそれを相手にしないかもしれない。もし大きな売りが出て支持線を割るようなら、私はより注意を払う。
では、これはどういう意味？
必ずしもNVDAがすぐに投げ売られるということではない。単に、値動きと出来高に加えて、トレーダーが注目すべき別の材料が増えるだけだ。
#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.

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.

A Zcash whale address, t1Lyq, transferred about $362.56 million worth of ZEC overnight on September 19, according to Arkham monitoring. According to BlockBeats On-chain Detection, $15 million was deposited into a CEX, marking the address's first exchange deposit in 10 months.
Arkham said the same batch of ZEC was worth about $163.88 million 10 months ago. The whale's unrealized gains from holding ZEC since 2025 have reached about $361 million, according to Arkham.

$MMT is starting to show strength.
Buyers are stepping in and momentum is building. A clean breakout with confirmation could trigger another strong move higher.
Keep it on watch, avoid FOMO, and wait for confirmation.
$MU
MUUSDT
Perp
1,008.65
+2.31%
$MMT
MMTUSDT
Perp
0.1584
+10.38%

Jim Cramer says $GME turnaround is starting to work as the company returns to profitability.
“I’m willing to say that stock is a buy.”