Is the "AI Bubble" narrative finally catching up to reality? After months of insane valuations, the market seems to be waking up. Is this the start of a massive tech correction, or just a golden buying opportunity in disguise? 🤔 🔴 $NVDA : -8.4% ($186) 🔴 $MU : -13.8% ($695) 🔴 $SNDK : -16.1% ($865)
Hamma bu $LYN qaytishidan juda hayajonda. Shuni yodda tuting: u hozirgina 0.07 dan keskin qulab tushdi. 0.021 darajasi ishonchli tarzda qayta egallanganini ko‘rish kerak.
$APP 🚀 AppLovin Surges After Q3 Earnings Beat as Revenue Jumps 55%
AppLovin APP delivered a powerful third-quarter earnings surprise, reporting revenue of $2.18 billion, up 55% year over year, while net income climbed 72% to $1.44 billion. Adjusted earnings reached $4.30 per share, beating Wall Street expectations of $4.03. The results triggered a sharp rally, with shares jumping more than 20% in after-hours trading following Wednesday's announcement.
The mobile advertising technology company also generated approximately $1.4 billion in free cash flow during the quarter. Management issued stronger-than-expected fourth-quarter revenue guidance of $2.365 billion to $2.395 billion, while its board authorized an additional $3.2 billion in share repurchases, bringing total authorization to $3.6 billion.
The results offer a significant boost to investor confidence after AppLovin shares suffered a difficult year. However, sustaining growth and demonstrating that its AI-powered advertising platform can maintain its competitive advantage will remain crucial for the stock's longer-term recovery. $APP
🥇 Gold Surges Above $4,130 as Weaker Dollar and Falling Oil Prices Fuel Rally.
Gold prices jumped 1.7% to $4,130.27 per ounce on Thursday, November 5, reaching their highest level in more than two weeks. The rally followed a powerful 3.4% advance on Wednesday, marking gold’s strongest daily gain since August 19. US December gold futures also climbed 1.6% to $4,139.60.
The recovery was driven by a weaker US dollar, declining Treasury yields, and falling crude oil prices. Brent crude plunged nearly 9% on Wednesday, briefly dropping below $100 per barrel as US midterm election results raised hopes of reduced geopolitical tensions involving Iran. Lower energy prices eased inflation concerns and reduced pressure on interest-rate expectations, improving gold's appeal.
Gold has now recovered more than $250 from Friday's one-year low of $3,869.85. Investors are turning their attention to Friday's US nonfarm payrolls report, which could influence Federal Reserve policy expectations and determine whether the precious metal can extend its recovery. $XAU $XAUT $BZ Gold after Friday’s NFP?
$PEPE continues to face competing challenges, including potential selling pressure from wallets linked to the Mercado Bitcoin security breach and declining investor attention as traders explore newer meme tokens. However, no confirmed major PEPE partnership, exchange listing, or protocol upgrade has emerged during this period.
For investors, the growing number of competing tokens could make it harder for PEPE to maintain its share of speculative capital. Community engagement, trading liquidity, and whale activity remain important factors to monitor. $1000PEPE
🇺🇸 Uoll-strit kripto bilan yuzma-yuz: AQSh alohida aksiyalar bo‘yicha muddatsiz fyucherslarga yo‘l ochdi
AQSh Tovar fyucherslari savdosi komissiyasi (CFTC) ilk bor alohida aksiyalarga bog‘langan muddatsiz fyucherslarning tartibga solinadigan Amerika birjalarida savdo qilinishiga yo‘l ochdi. CFTC raisi Maykl S. Selig 3-noyabr kuni e’lon qilgan bu qadam kriptoga xos muddatsiz shartnomalarni an’anaviy aksiya bozorlariga olib kiradi va treyderlarga odatdagi tugash sanasisiz pozitsiyalarni saqlash imkonini beradi.
Aksiyalarga an’anaviy tarzda egalik qilishdan farqli ravishda, muddatsiz fyucherslar aksiya narxlariga sintetik ta’sirni ta’minlaydi hamda yelka bilan uzoq va qisqa pozitsiyalarni ochish imkonini beradi. Kalshi kabi platformalar Apple, Costco, Qualcomm va Amgen kabi kompaniyalarga bog‘langan shartnomalar bilan ushbu bozorga kirib bormoqda. Mahsulotlar tegishli CFTC va SEC qoidalariga muvofiq, tegishli tarzda ro‘yxatdan o‘tgan birjalar orqali ishlashi shart.
Bu o‘zgarish an’anaviy moliya institutlari va kripto sohasida paydo bo‘lgan savdo platformalari o‘rtasidagi raqobatni qayta shakllantirishi mumkin. Shuningdek, u derivativlar bozori uchun yangi imkoniyatlar yaratadi, biroq yelka katta yo‘qotishlar xavfini oshiradi. Ammo kengayish allaqachon huquqiy qarshilikka uchramoqda: Cboe va Citadel Securities qo‘llab-quvvatlagan guruh CFTC’ni sudga berib, komissiyaning bu mahsulotlarni tartibga solish vakolatiga e’tiroz bildirdi. Aksiya bo‘yicha muddatsiz fyucherslar yuzasidagi kurash endi Amerikaning o‘zgarib borayotgan moliya bozori tuzilmasi uchun muhim sinovga aylanmoqda.#USClearsSingleStockPerpetualFutures
Kripto bozori bugun ayrim aktivlarda kuchli o‘sishlar bilan birga kichik pasayishlar kuzatilayotgani sababli aralash natijalarni ko‘rsatmoqda. Keyingi qadamingiz qanday? 👇 $NEAR : $4.133 (+6.69%) $HYPE : $84.933 (-2.07%) $ZEC : $1,306.67 (+6.81%)
💵 USDC tranzaksiyalari hajmi 49% ga oshgani fonida Circle 3-chorak daromad prognozlaridan yuqori natija ko‘rsatdi.
Circle Internet Group 4-noyabr kuni uchinchi chorakda kutilganidan yuqori natijalarni e’lon qildi: daromad va zaxira daromadi 865 million dollarni tashkil etib, o‘tgan yilga nisbatan 17% ga oshdi. Davom etayotgan operatsiyalardan sof daromad 226 million dollarga yetdi, tuzatilgan EBITDA esa 85% ga oshib, 317 million dollar bo‘ldi. Har bir aksiya uchun daromad 0,84 dollarni tashkil etdi, bu tahlilchilar prognozidan ancha yuqori.
Kompaniyaning USDC steyblkoyni o‘sishda davom etdi: muomaladagi o‘rtacha miqdor 73,3 milliard dollarga yetib, yiliga 8% ga oshdi. Eng muhimi, blokcheyndagi USDC tranzaksiyalari hajmi 49% ga o‘sib, 13,9 trillion dollarni tashkil etdi. Circle Payments Network tarmog‘ida ham yillik hisobda tranzaksiyalar hajmi 41,3 milliard dollarga yetdi. Bu blokcheynga asoslangan to‘lov infratuzilmasiga talab ortib borayotganini ko‘rsatadi. Biroq Circle faoliyatini qayta tashkil etish doirasida xodimlar sonini taxminan 5% ga qisqartirish rejasini e’lon qildi.
Investorlar uchun bu natijalar o‘sib borayotgan steyblkoynlar va raqamli to‘lovlar sanoatida Circlening mavqeini mustahkamlaydi. USDC’dan foydalanishning barqaror daromad o‘sishiga aylanishi, ayniqsa an’anaviy moliya institutlari va boshqa steyblkoyn emitentlari bilan raqobat kuchayayotgan bir paytda, muhim ahamiyat kasb etadi. $CRCL
Fond bozori qarshilik ko‘rsatmoqda! 🥊 $OXY va $PFE bugun biroz pasaymoqda, ammo $MELI +5,3% lik keskin o‘sish bilan shiddat bilan ko‘tarilmoqda! Xaridorlar bozorga kirib kelmoqda, ammo bu ulkan rallining boshlanishimi yoki ayiqlar qarshi hujum qilishidan oldingi tuzoqmi?
🚀 AMD daromad bo‘yicha kutilmalardan oshib ketdi: sun’iy intellekt chiplari talabi yana bir o‘sish to‘lqiniga turtki bermoqda
Advanced Micro Devices (AMD) uchinchi chorakda rekord natija qayd etib, Uoll-strit kutilmalaridan oshdi va sun’iy intellekt infratuzilmasi jadal rivojlanayotganini yana bir bor tasdiqladi. Daromad o‘tgan yilning shu davriga nisbatan 45 foizga oshib, 13,38 milliard dollarga yetdi, tuzatilgan foyda esa har bir aksiya uchun 74 foizga o‘sib, 2,09 dollarni tashkil qildi. Har ikki ko‘rsatkich tahlilchilar prognozlaridan yuqori bo‘ldi va 4-noyabr kuni savdo boshlanishidan oldingi savdolarda AMD aksiyalari qariyb 8 foizga ko‘tarildi.
O‘sishning eng katta manbai AMD’ning Ma’lumotlar markazlari bo‘limi bo‘ldi. U rekord darajadagi 8,55 milliard dollar daromad keltirib, o‘tgan yilga nisbatan 97 foizga o‘sdi. Bosh direktor Lisa Su, shuningdek, to‘rtinchi chorak daromadi taxminan 17 milliard dollar bo‘lishini prognoz qildi. Bu tahlilchilarning 16,23 milliard dollarlik umumiy prognozidan yuqori. Bundan ham e’tiborlisi, AMD EPYC server protsessorlari va Instinct sun’iy intellekt tezlatkichlariga talab ortib borayotgani hisobiga 2027-yilda umumiy daromad o‘sishi 80 foizdan oshishini kutmoqda.
Natijalar investorlar sun’iy intellekt infratuzilmasiga yo‘naltirilayotgan ulkan xarajatlar barqaror daromad keltira oladimi, degan savolni ko‘tarayotgan bir paytda e’lon qilindi. AMD natijalari talab Nvidia’ning GPU ekotizimidan tashqariga ham yoyilayotganini ko‘rsatib, Broadcom kabi raqobatchilar va boshqa yarimo‘tkazgich yetkazib beruvchilar uchun imkoniyatlar yaratmoqda. Biroq ta’minotdagi cheklovlar va o‘yinlar bo‘limi daromadining pasayishi muammo bo‘lib qolmoqda. Endigi savol — sun’iy intellektga bo‘lgan talab bu mislsiz o‘sishni davom ettira oladimi?#AMDBeatsExpectations-AINarrativeContinues $AMD $NVDA
Men $BMT ning o‘sha keskin 0.049 pasayishdan keyin tiklanishga urinayotganini kuzatyapman, ammo u hali ham yuqori chegara ostida qolib ketgan. RSI 67. Menga aniq yorib o‘tish kerak, bo‘lmasa chiqib ketaman. 👀
Yarimo‘tkazgich va texnologiya aksiyalari yana ko‘tarilmoqda! 📈 $KORU (+5.0%), $SNDK (+2.8%) va $SOXL (+7.5%) bugun yashil rangda. Xaridorlar narx pasayishidan foydalanib, xarid qilishga kirishmoqda, ammo qaysi birida o‘sish sur’ati ko‘proq saqlanib qolgan?