NFTBigBanana

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Yet another private bank in China has collapsed—Zhongbang Bank🏦
Everyone on WeChat Moments is rushing to grab this 3.65% high-value certificate of deposit.
Socialism is great—bank failures don’t scare anyone, and you can still pick up the bodies.
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Don't start clamoring about storage collapsing just because South Korea's circuit breaker triggered and SK Hynix dropped a bit.
Even a giant like Apple can only resort to "price shifting."
If memory prices rise by $50, I'll raise prices on consumers by $250! Apple, one of the strongest pricing makers on the consumer side, is still being squeezed by the AI supply chain.
Even so, memory manufacturers are unwilling to shift some production capacity to DRAM and NAND. Why do you think that is?
The answer is simple: HBM not only has higher profit margins, but its annual orders are also locke
DRAM-0.77%
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📌AI Industry Chain Research Lab|Issue 1
Many people follow AI, NVIDIA, and TSMC daily, and know terms like CPU, GPU, and HBM, but few can clearly explain the relationships between them.
Without understanding the semiconductor industry chain, it's impossible to make money from AI.
Some still can't figure out why some semiconductor companies do design, others manufacturing, and others only packaging.
Today, I'll explain these questions in 5 minutes, using one main thread:
How does a grain of sand become a chip?
By understanding this mai
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📌AI Industry Chain Research Lab|Issue 1
Many people follow AI, Nvidia, and TSMC daily, and know terms like CPU, GPU, and HBM, but few can clearly explain the relationships between them.
Without a clear understanding of the semiconductor industry chain, making money from AI is impossible.
Some still can't grasp why some semiconductor companies focus on design, others on manufacturing, and yet others only on packaging.
Today, I'll explain these issues in 5 minutes by connecting them through one main thread:
How does a grain of sand beco
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🧐 Everyone is talking about the "dot plot" to criticize the Fed's rate hike, what a joke
Look at what Waller said afterward: they want
Formed five working groups to research data and discuss monetary policy. When asked about rate hikes, Waller said they would take further measures based on the data
As for the dot plot—Waller did not vote directly and has long criticized the dot plot for providing a "false sense of precision." The communication working group established will review the SEP, and it's very likely that the dot plot will be abolished.
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🚀SpaceX is currently not empty because the next wave will at least surge by 230+
Total release volume in the past three months: approximately 2.3-2.8 billion shares. But the timing is very interesting—
Selling pressure—by the end of July at the earliest, Q2 earnings report will be released, but SpaceX's P/E ratio itself is already unimpressive, with only 1.37 billion shares being sold off
Buyers—early July Nasdaq, bringing in over 10 billion in passive fund pure buying
Institutions and active funds will definitely take advantage of the time gap to eat up this big fish, because the mar
NAS100-1.03%
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FMVP must be given to the Spurs' Fox
$221 million over 4 years, 70 shots taken, 24 made, 13 turnovers!
G3 was a freebie, 0 points in the final quarter of G5, even with LeBron, Curry, and Durant, it's hard to win
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🧐From friends at the exchange, a little secret about stop-loss:
On the K-line, everyone can actually see the stop-loss and take-profit points, but no one wants to be precisely harvested
So, the bulls often shift, and the bears also shift, and in the end, the market turns into a converging triangle...
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It turns out that secondary trading is doing well, and you can also manipulate followers. Brothers, keep it up!😎
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⚡️Retail investors take over US stocks——
Bloomberg data shows: retail trading accounts for 20% of US stocks, reaching a 10-year high! Meanwhile, hedge fund trading in the US has decreased from 23% to 15%
I don’t trade US stocks much, but in the crypto world, retail investors are entering while institutions are exiting, this is the prelude to a crash😂
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😳Terrifying! The yen has once again returned to the 160 previous high
If the Bank of Japan raises interest rates right now, will Bitcoin break 60,000 again?
BTC-3.39%
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.#BTC If it cannot break through the resistance zone of 62,200-62,600
and is suppressed by the MA 200, it will further decline
BTC-3.39%
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Don't delude yourself into thinking BTC will quickly reach 35,000; chasing short positions now will definitely get you wrecked.
Shorts will be countered by the rate hike expectations! The better-than-expected non-farm payroll report released last night at 8:30 PM is a signal that the crypto market won't follow the decline.
1. ETF and institutional funds have already exited; the false jobs created by US job vacancies and the World Cup are irrelevant. In the eyes of professional institutions, better-than-expected non-farm payrolls are a certainty event. Breaking 6, even the panic-selling ret
BTC-3.46%
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One more time #hype
Double-headed top + neck cut, let's see how long he can hold on......
HYPE-6.75%
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CopycatFrog:
Everyone says they will go to 100 haha
Damn, this is already Trump's 20th peace agreement with Iran.
Interestingly, this time he posted the tweet on a Friday, Trump must have been bullish on the US stock market.
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A bit of hype has cooled down
It might revisit the February market trend, with a 15-20% correction. First, around $60, trading volume increases significantly with high turnover; how much it drops is unknown, but a sharp rally requires building strength. Second, the attack on the resistance level at $62.6 failed. Lastly, the overall environment is bearish, and the core unlock volume on June 6th is substantial.
HYPE-6.75%
CORE-5.20%
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Don’t panic, I bet Kevin Wirth is not a hawk.
At his swearing-in ceremony on May 22, Wirth bypassed Powell and directly paid tribute to former Chairman Greenspan.
The Federal Reserve insiders even hinted at shrinking the balance sheet, putting pressure on U.S. bonds, and today’s market plummeted.
Is Wirth revealing his true hawkish stance?
Not really, although Greenspan was also anti-inflation, his loose monetary policy led to the 2008 financial crisis.
Kevin admires Greenspan because both want to transform the Federal Reserve from a “central bank” into a “investment bank”—guiding th
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Today, although it's a loss, I won't criticize crypto because:
You can't find another investment asset that is long and short, leveragable, 7✖️24, has fundamentals, and real empowerment.
In a market that can be shorted, criticizing it for not rising only reflects your own incompetence.
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