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Apple’s CEO and Musk have both stepped forward to say, “Storage is too expensive.” It looks like internal contradictions within AI hardware are starting to show up. AI hardware has generated more than $600 billion in profits—Nvidia has taken more than $300 billion, and “Korea 3 storage” has taken $200 billion. Now that AI has developed to this point, all the money has gone to the shovel sellers, and it’s clear the customer isn’t happy. Let’s see how things will play out: will AI keep blindly selling shovels, or will it wait until the market delivers returns before continuing to hold off? Let’s

Can storage market conditions persist? Let's look at how aggressive Micron's new agreement is.
1. Even if the agreement is signed, payment is required even if not taken: Customers must purchase a specific quantity of products during the agreement period (3-5 years). If actual purchases fall below the promised minimum, the customer still must pay the corresponding amount (the agreement cannot be canceled).
2. Prices must be set now: A price floor and ceiling are established. Customers cannot refuse payment due to market price fluctuations.
3. Large guarantee deposits required upfront: Customers

This week will test the bullish resilience of AI tech stocks.
1. Over the past 2 quarters, the AI sector has delivered extremely high returns, and there is pressure to take profits toward the end of the quarter.
2. On the 24th, Micron MU will release its Q3 earnings report, directly affecting the direction of the storage sector.
3. From the 23rd to the 30th, institutional funds such as pensions totaling 1600 billion yuan will rebalance their portfolios, making it easier to sell high and selectively under-allocate—selling stocks to chase momentum.
4. On the 25th, core inflation data, PC

Intel "TNTC" CEO Huang Liwu announced a 10x return within 10 years, I'm going all in.
Intel's current market value is 67 million, and as the leader in CPUs and the brain of computers, it’s somewhat lagging in the AI era.
Companies that buy graphics cards and memory, including Nvidia, are all in the trillions of dollars.
TSMC, which handles packaging, also has a market value of several trillion dollars.
Below, I will list the reasons why Intel reaching a trillion-dollar market cap is not a problem at all.
1. Intel has a strong background, currently recognized by the US industry as the

What are the Federal Reserve and the U.S. government trying to do?
1. The Federal Reserve—no loosening, no rate cuts—controls the amount of dollars so that the dollar remains trusted.
2. The U.S. government—by controlling energy—ties the dollar closely to energy, increases the value of dollars in circulation, and increases trust in the dollar.
3. Fully develop AI, and use financial predation to siphon global funds, making the dollar scarce and restoring trust in U.S. Treasuries.
4. Before the goal is achieved, AI will continue to rise, while BTC will continue to fall.

SK Hynix: The tickets that are going to go up don’t need any technical analysis at all— the money that’s easy to make is always just a matter of holding on to it. Shrinking volume and stagnant gains? More risk? That doesn’t exist— it’s simply because no one is selling!!

SPCX short sellers, watch out. Compared with other trillion-dollar market-cap stocks with high liquidity (95%+), SPCX’s initial IPO float was 555.6 million shares (about 4.3% of the total shares). Although its market cap has now grown to 2.5 trillion, 95.7% is locked up—85.1% is locked for 1 year by Elon Musk and key investors, and the remaining shares will only be released in a staggered manner after the Q2 earnings report. At today’s price, the truly tradable circulating market value is only a bit over 100 billion.

Traders, try these two questions to test your talent!!
1. There is a money-making opportunity,
A: 100% to get 10,000U
B: 50% to get 25,000U, 50% to get 0
Your answer ( )
2. There is a money-losing trap
A: 100% to lose 10,000U
B: 50% to lose 25,000U, 50% to not lose
Your answer ( )
The cost-effectiveness of both questions is exactly the same, so will your answers be the same??

What on earth is going on in this world? SIREN has news—I didn’t buy at 100x. LAB has news—I didn’t buy at 250x. SAHARA has news—I bought it, and it was cut in half. How unlucky am I?

This big whale might be hunted by the “dog-style whales” tonight—1300 ETH may be coming.

Is there a possibility that ZEC is pulling the price back up for trust reasons, a black swan event, everyone is used to it?

Today is June 4th, BTC price is 64,685
The one defeating BTC is not the short-term traders but tech stocks, yesterday BlackRock had 5,130 BTC flow out, which belongs to institutional redemption, followed by selling. On one hand, everyone is clear that funds are fleeing the crypto market into the more certain tech stocks. On the other hand, institutional holdings all have stop-loss levels; if broken, they will strictly execute stop-loss. What happened last night was institutional redemption.
For several days, there has been no market analysis, but charts have been continuously posted with t

“Stories” are the most important part of making money; no matter how many times you tell a story about something no one has seen before, it won't break. Last time, I told the story of Bitcoin's future; this time, I’m telling the story of AI's future. The story that attracts the most funds is the one that resonates most. CZ and Bao Er Ye are storytellers, Huang Renxun and Musk are also storytellers. Elections are stories, revolutions are stories. I hope I can catch the next story.
Finally, a piece of advice: do not build positions on the left side.

It’s been several days since the last update—not because I’m lazy, but because there really isn’t anything worth writing. I’ve drawn this chart for the third time. On the chart, the bears are neatly lined up in order, and the trading volume is painfully low. In normal conditions, the grind lower would still drag on and stay weak for a long time; after a sharp drop, there may be a small rebound. For things to really turn around, you’d need the setup to form at position 1 (after the moving averages converge, they open upward).
The macro picture is even harder to read.
Good news: stocks go up—m

Is there a possibility that the U.S. controlling BTC is a conspiracy, just to marginalize it, drain its blood, and eliminate it?
Normal external attacks by the government in previous years had little effect, so they switched to a different approach—accepting it internally and dismantling it from within.
Because the best way to retaliate against a woman is to take her as a concubine, then neglect her, torment her, and refuse to give her money to spend😁😁😁😁

Good news: stocks generally rise = bad news for the crypto world;
Bad news: stocks crash = bad news for the crypto world;
How to interpret this question?

Let me die. I don’t want to play anymore. You filthy market maker—please blow me up. Waiting for you to stick the needle in.