After a market-wide crash, [stock code 2024111120230] hit a new high. What key events should we pay attention to in this market trend? 🔹Yi Lihua's massive sales [stock code 2024111120231]: Is the market entering a death spiral or another turning point? 🔹MicronTech's HBM4 was not selected in Nvidia's order; is it on the verge of collapse? 🔹ByteDance releases Seedance 2.0, enabling image-to-video conversion; AI is once again ushering in a revolutionary era. 🔹Amazon announces a massive $200 billion capital expenditure; AI bubble or actual demand? 🔹After the market crash, optical communication-related stocks led the gains; which stocks should we watch next? $TSEM 🔹 @coinbase Observation $USDC Is the balance on the platform continuing to grow? 🔹 @RobinhoodApp Q3 cryptocurrency trading revenue grew by over 300%, accounting for one-third of total trading revenue. The acquisition of Bitstamp and expansion internationally (especially to the EU) were core strategies at the time, but given the current unfavorable crypto market, it remains to be seen whether the company can maintain its growth momentum. 🔹 @Shopify: Observe whether more major brands are adopting $USDC or Solana Pay for cross-border payments. 🔹 @Cloudflare: Pay attention to whether the number of major clients continues to increase (previously 4009). ===== 🦅 Key focus of this week's earnings reports: ▫️Monday: $ON $AMKR $DT $MNDY $OPEN ▫️Tuesday: $NET $DDOG $ALAB $HOOD $UPST ▫️Wednesday: $SHOP $U $APP $CFLT $VRT $GFS $CSCO $ALB ▫️Thursday: $AMAT $ANET $NBIS $COIN $RIVN ▫️Friday: $CCJ $TRP

Yi Lihua clears out his holdings | _2024111120230_ | Will institutional investors trigger a chain reaction? Current mNAV of various crypto reserve stocks: 🔹 $MSTR | @Strategy: 0.95 🔹 $BMNR | @BitMNR: 1.16 🔹 $XXI | Twenty One Capital: 0.82 🔹 $SBET | @SharpLink: 0.86 🔹 $PURR | @HypeStrat: 1.47 👉 Currently, $PURR and $BMNR still have an mNAV above 1, reflecting the market's continued attraction of a premium for these two companies. 🔥 Kevin Warsh, a figure who has been the subject of much discussion recently, is relatively friendly towards the crypto market. If the market begins to stabilize and recover, investors can pay attention to stocks with an current mNAV greater than 1 for investment.

Micron's HBM4 processor ($MU) failed to secure a contract in NVIDIA's VR200 NVL72 system order. While Micron secured a share of the Vera CPU market for LPDDR5X, it missed out on GPU market share. 👉 It remains to be seen whether Micron will shift production capacity to related consumer markets such as DDR5. If this happens, it could lead to "memory becoming highly competitive again."

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