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294
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294
Repost from degen trading
Unlike the US IPOs at nosebleed vals... CXMT came out at a super sensible valuation
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Repost from 1조 1교대
그냥 주식에서 벗어나야할 때였구나 시발
미장이 안중요한적이 없었지만 개인적으로 오늘 좀 중요하다 생각하는게
나스닥 음봉뜨면 수렴 하방이탈 느낌이라 유가 금리 다 문제인 상태에서 랑달이 말처럼 jpy언와인딩되면 24년 8월 같은 딥이 한번 올수도 있지 않을까라는 걱정 중
하닉은 맛탱이 같고 미장 메모리도 간당간당한거 같고 나스닥지수도 그렇고
구글 실발 전부터 되게 예민한데 오늘 장은 진짜 씨발 그자체였음 혼돈의 도가니 너무 어지럽다
나도 어지러운데 다른분들은 더 많이 힘드실듯ㅠ
일단 주말에 심신안정을 좀 취하고 월요일날 깨끗한 마음으로 리셋해서 잘 해보죠
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Repost from Nutty flavors — AI, On-chain, Stocks
Robinhood - CashCat 온체인 분석 시리즈 목차
1. Cashcat은 어떻게 200M을 갔나?
- 자금 유입 phase 1, 2
- 세력의 존재 근거들. 재단 or 자금세탁?
2. Dev cluster 분석
- 총 얼마 벌었나?
- 보유량/매매 패턴
3. 천상계 플레이 다시보기
- 빛
- 패턴분석
4. 블록타임/시기별 유입과 수익률 분석
- private 런칭시기 / Noxa,CC배포 전후 / public 후
5. 밈코에 대한 접근
- 반면교사
6. KOL 클러스터 조사
7. 마무리
- 툴 링크
- why?
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btw its my 6th day since taking over Based official account
now my team is letting me do some shitposts on replies too
Funnnnn
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Repost from degen trading
Pre market thoughts - 16 Jul 26
Bloodied morning again in Asia as the KOSPI come to terms with the memory sell off in $MU and $SNDK in NY time. $SKHYNIX was down 12%, retracing its previous bounce off the 1.7m KRW levels.
The surprising mover was $285A however, down 15%. This is a much more significant move than $SKHYNIX.
$TSMC also reported earnings, strong beats across with EPS at 4.3 vs 3.77 and a beat in revenues as well. However, during the last earnings, TSMC also reported breakout earnings but tanked about 5% from 385 to 360s.
As we near big tech earnings, i would expect memory to start performing again. However, $SNDK has approached the 1,500 area multiple times. While i have bidded that level multiple times, i may not this time. Out of caution, for $SNDK, i would see the 1200-1300s area as good value.
For $MU, 750s-800 offer exceptional value and i would bid that strongly.
Again, for buying dips - please dont take leverage otherwise if the dip gets dippier...you are suddenly not 2x lev but 3x lev. Much money has been lost from that.
Good luck!
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launched my own coin on Robinhood via Based Alpha if that's okay
https://x.com/shu_bit_/status/2077773934955733336?s=20
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I built a Bazi-based dating profile generator this weekend!
Give it a try:
https://x.com/shu_bit_/status/2077001444104737087?s=20
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crypto tax incoming in korea
https://www.edaily.co.kr/News/Read?newsId=04959366645514520&mediaCodeNo=257&OutLnkChk=Y
