老腊肉-kevin

Getting cashback is too hard
And there’s also the evaluation period
In a few days, an AI trading monitor tool will be released
No matter the US stocks, major coins, or even altcoins’ unusual moves
It can promptly provide long/short signals and trading suggestions, the direction
Later, we’ll post a link—remember to register and use it
With it, you’ll never have to trade crypto or stocks without help

Too abstract.
I heard CATL's board secretary was beaten.
Priced in Hong Kong dollars, it peaked at around HK$792 this year and has recently fallen to around HK$364, a decline of about 54%.

#比特币etf三日净流入10.8亿美元 Bitcoin ETFs bought $1 billion, yet prices still fell—why is it so counterintuitive?

Let’s start with the numbers:
Bitcoin ETFs saw net inflows of $1.08 billion over three days, with BlackRock’s IBIT alone bringing in $235 million in a single day. You’d think all that money pouring in would send prices soaring, right? Instead, BTC surged to 84777, then got smacked back down to 82485. The market is now grinding between 8万2 and 8万3.

The community is split. Some say, “Institutions are accumulating—don’t panic,” while others say, “ETF inflows are a lagging indicator. Don’t get carried away.” I’m with the latter.

Sure, money is coming in, but that can’t offset the liquidity being drained elsewhere. An oil tanker incident in the Middle East pushed Brent crude above 110, inflation expectations aren’t easing, and with the Fed meeting next week, who’d dare make a move?

On top of that, Meta and Tesla’s earnings brought all the AI anxiety to the surface. When the Nasdaq softens, Bitcoin wobbles along with it—they’re tied together now.

The technical picture is even more straightforward.
Above, 87700 is the average cost basis for holders who’ve held for 6 to 12 months, and a pile of holders waiting to break even are ready to sell there. Below, 81500 is the ETFs’ average cost basis; if that breaks, it could trigger a real capitulation. Stuck in the middle, neither bulls nor bears have much momentum.

As for direction, the short-term outlook is choppy and tilted lower—not the time to buy the dip. ETFs are buying, but their demand can’t outweigh macro-driven selling pressure. If you really want to make a move, wait for a retest near 81500 and see whether it holds. $BTC $MSTR #比特币跌破8.4万美元

#特斯拉盘前下跌5% My U.S. Stock Premarket Diary (2026.10.22): Markets Are Falling Everywhere—Have AI Hardware Stocks Become Cash Machines?

I just finished scanning the premarket, and my hands feel a little cold. Nasdaq futures are down more than 1.7%. South Korea’s KOSPI plunged 3.52% to close at 5533, with Samsung and SK Hynix getting hammered by 4–5%. The Hang Seng Tech Index fared even worse, down 5.03%. This isn’t about any one sector—investors are reducing risk across the board.

Let’s break down the market.

AI hardware stocks are getting battered across the board in the U.S. premarket: Nvidia down 2.3%, AMD down 4.1%, Intel down 4.9%, and Lam Research down 8%. Last night, Meta and Tesla’s earnings reports used up the market’s last bit of patience. Meta beat revenue expectations, but free cash flow came in at negative $2.1 billion, while long-term debt surged from $58.7 billion to $80.9 billion.

The market’s position is now crystal clear: you can spend money, but you have to tell me when you’ll earn it back. Meta didn’t provide guidance for next year’s capital expenditures, and that became a reason to sell. Tesla’s decision to cut capital expenditures also spooked the market. KCM Trade put it well: “Investors worry when spending goes up, and they worry when spending goes down.”

The other factor really weighing on sentiment is the Middle East. A vessel caught fire after hitting a mine near Iran, the U.S. withdrew non-emergency personnel from Saudi Arabia, and Brent crude climbed above 112. When oil prices rise, inflation expectations are hard to bring down—and high-valuation tech stocks are first in the firing line.

As for what to do, in the short term, expect the bubble to keep deflating. This isn’t the time to buy the dip. The AI story isn’t dead, but the focus has shifted from “hearing the story” to “looking at cash flow.” If you’re itching to trade, keep your hands off the keyboard and wait for this wave of geopolitical noise and the earnings lull to pass. #股票财报季 #韩国KOSPI收跌3.52%至4月以来低点 #特斯拉英伟达将投资三星电机 $KORU $SOXL $TSLA

#韩国散户单股杠杆etp亏损6.3万亿韩元 Meta’s earnings were explosive, but the AI trade hasn’t returned—and South Korea cracked first. What exactly is the market afraid of?

The short version: There’s nothing wrong with Meta’s earnings, but the market isn’t buying it because the company is burning through cash too fast. Q3 revenue came in at 646亿, above expectations. Advertising was steady, and Muse is gaining traction, but free cash flow plunged to negative 21亿, while long-term debt surged from 587亿 at the start of the year to 809亿. The earnings call offered no clear guidance on next year’s capex, and that’s what investors fear most: “You’re spending all this money, but when will you actually earn it back?”

South Korea’s reaction was even more direct. The KOSPI closed down 3.52% today at 5533, with Samsung and SK Hynix both falling 4–5%. On the surface, it was profit-taking after the previous day’s rally. But underneath, it’s the same anxiety: the AI narrative has shifted from “Who has a good story?” to “Who’s burning real money—and doing it in a way that makes investors uneasy?” The Bank of Korea added to the pressure, saying inflation is proving stickier than expected, so don’t count on rate cuts anytime soon.

That’s exactly what people in the community are arguing about most: Meta beat expectations, but its shares rose only a little after hours before retreating, a sign that investors are hesitating. Technically, the Nasdaq has just rebounded toward a short-term resistance level, while 7750-7795 on the S&P 500 is the decision zone.

As for direction, the short-term outlook points to a pullback, not a crash. The money hasn’t left AI, but investors have gone from “buy with your eyes closed” to “be selective.” $KORU $SOXL $SNDK

#股票财报季 U.S. stock market analysis: A SpaceX earnings report reignited the AI trade, but don’t rush in with your eyes closed

On Wednesday’s close, the three major indexes all finished higher. The Nasdaq led with a 1.05% gain, the S&P notched its third straight rise with a 0.58% increase, and the Dow climbed 0.69% to a more than one-month high. The main driver was just one thing — SpaceX’s quarterly report reignited the AI narrative, and capital rotated out of bonds and energy back into tech.

The market action was very straightforward:
Semiconductors, memory, and optical communications all strengthened together. The Philadelphia Semiconductor Index rose nearly 2%, with 28 of its 29 constituents advancing and only Lam Research declining. AMD rose 3.36%, TSMC gained 1.6%, Western Digital climbed 3.89%, and CRDO jumped 6.28%. Both the memory ETF and the optical communications ETF rose more than 2%.

Crypto-related names also heated up, with Strategy up 7.54%. Chinese ADRs painted a different picture: the Golden Dragon Index fell 2.35%, Alibaba dropped 3.87%, and TAL Education fell nearly 9%.

Bonds and commodities were telling another story: France’s 10-year government bond yield briefly broke above 5% intraday, hitting its highest level since 2002; Brent crude held above $109, and gold prices moved higher amid volatility. Geopolitical risks and fiscal concerns are still there, but they did not steal the spotlight that day.

In one sentence: the AI trade is back, but this time it is a return validated by earnings — SpaceX’s 830% SI growth told the market that money can be made, and only then did capital dare to pile in. Going forward, the key is whether this logic can be replicated across more companies, rather than simply chasing semiconductor stocks higher.$SPCX $SOXL $KORU

#韩国散户单股杠杆etp亏损6.3万亿韩元 U.S. Stock Market News: The Trading-Value Leader Has Changed, and Musk Has Dropped Another Bombshell

The broader market steadied first. On October 21, all three major indexes closed higher: the Nasdaq rose 1.05%, the S&P 500 gained 0.58%, and the Dow climbed 0.69%. The Philadelphia Semiconductor Index surged nearly 2%. Money is flowing back into tech, but investors are being selective.

SpaceX took the top spot in trading value, with 35.1 billion in turnover, up 7.79%. Third-quarter revenue was 14.58 billion, more than ten percent above expectations. The most eye-catching figure was revenue from its SI (Superintelligence) business: 7.56 billion, an astonishing 830% year-over-year surge, making it the company’s largest revenue source for the first time.

On the earnings call, Musk said himself that SpaceX and Tesla had each formed special committees to discuss a merger, with a valuation of 3.5 trillion dollars on the table. He said it three times.

Meta had 19.2 billion in trading value and closed up 0.47%. Its shares briefly jumped 6% after hours, then gave back those gains. Revenue of 64.6 billion beat expectations. EPS looked weak because the company booked 9.89 billion in litigation settlement expenses; excluding those, it came to 7.4.

Nvidia rose 2.54% on 19 billion in trading value. Jensen Huang called for the supply chain to expand production, describing it as “the largest infrastructure boom in human history.” Tesla gained 3.41%, but capital expenditure was only 4.7 billion, far below expectations. The market is wondering whether that means cost-cutting or slower progress on Robotaxi.

Netflix fell 5.31% after lowering its advertising revenue forecast. Its fourth-quarter profit guidance was also below the third-quarter figure.

In a nutshell: AI money hasn’t left, but investors have shifted from “buying everything” to “buying only companies with orders.” SpaceX’s SI figures have given the computing-power story another boost, Meta has raised its capital-expenditure floor, and Nvidia is expanding production. Taken together, these three developments are more telling than looking at share-price moves alone. $SPCX $KORU $SOXL #股票财报季

Meta’s earnings blew past expectations, but don’t get carried away: has the AI trade really come back?

Meta’s report beat on revenue, while profits took a hit from a lawsuit. The real excitement is around Muse. Q3 revenue came in at $64.6 billion, above the market’s $63.3 billion forecast. Ad volume and pricing both rose, with volume up 10% and prices up 14%.

But reported EPS of $3.83 looks weak because the company booked a $9.89 billion settlement expense in a youth-related lawsuit. Strip out that one-off, and EPS was actually $7.40, comfortably beating expectations.

The stock briefly surged more than 6% after hours, then pared its gains to around 2%. Investors’ reaction was telling: they’re impressed, but not exactly euphoric.

There was one thing to watch on the earnings call: Muse. Zuckerberg said that, a month and a half after launch, more than 10 million people in the U.S. and Canada had set it up, and 25% of them use it daily. Retention is even stronger than Threads’ was at the same point.

Shopping is the main use case, with an average order value above $200. But computing costs are too high, so for now it’s only available in the U.S. and Canada. The goal is to improve efficiency tenfold within a year. In short, the product works; now they need to scale it up and bring costs down.

So, is the AI trade back?

Based on after-hours moves in the supply chain, it’s starting to look that way—but it wasn’t a broad-based short squeeze. Meta itself pared its gains, but chip and memory stocks were lively: Western Digital, AMD, and Micron all moved after hours or during the day, and the Philadelphia Semiconductor Index rose nearly 2% that day.

The key point is that Meta raised the lower end of its full-year capital expenditure forecast from $130 billion to $135 billion, while keeping the upper end at $145 billion. The money is still pouring into computing capacity, but the spending is becoming more selective.#股票财报季 #韩国散户单股杠杆ETP亏损6.3万亿韩元 $META $SOXL $KORU

#股票财报季 Tesla Earnings: Cars Are Selling Like Crazy, But Profits Aren’t; Musk Spent the Entire Call Making Big Promises

Guys, here’s the bottom line: Tesla didn’t beat expectations—in fact, the results were a bit underwhelming. Revenue of $28.1 billion was impressive, and deliveries hit a record high, but earnings per share came in at 50 cents, more than 10% below expectations. The gross margin fell from 19.8% last year to 18%. Put simply, they’re selling more cars, but making less on each one.

I listened to the earnings call. There were two main takeaways.

First, all the big promises were about AI and robots. Musk said AI5 chips are 40 times more powerful than AI4, an Optimus V3 prototype will be ready in the first quarter of next year, and the Cybercab will enter mass production in the second quarter of the year after next.

Second, Tesla disclosed its FSD paid take rate for the first time: just 12%. Honestly, that’s not a very impressive figure. There was also a moment when Musk lost his temper on the call. In defense of his trillion-dollar compensation package, he called opponents “corporate terrorists” and said he wouldn’t feel comfortable building a robot army without 25% of the voting power.

What about a Tesla–SpaceX merger?
For now, Musk has only called it a “good idea”—there’s nothing concrete. For it to happen, more than half of Tesla shareholders would have to approve, so it won’t be easy.

My take: Don’t take this too seriously in the short term. Musk is just preparing shareholders for what’s coming, so he can hype up the AI and robotics story even more down the road. Don’t focus on automotive gross margins with this stock right now; just watch FSD deployment and robot progress. Fundamentals are secondary for the time being. $TSLA $SPCX $MARSCOIN #SpaceX与特斯拉成立委员会探讨合并

DOOD suddenly more than doubled, with no positive news—it’s just Up making moves.

Here’s the bottom line: this rally has no fundamental catalyst. It’s purely an internal rotation of funds on Korea’s Up exchange. DOOD’s daily trading volume on Up topped $100 million, accounting for 10% of the platform’s total daily volume and putting it in first place.

Small-cap coins already have limited liquidity. Korean retail traders rushed in all at once, sending price volatility through the roof. Put simply, concentrated holdings combined with a liquidity shortage meant buying pressure pushed the price sharply higher.

Technically, DOOD hit a 24-hour high of 0.00319 and a low of 0.00133. It has now pulled back and is hovering around 0.0025. After a vertical rally like this, the risk-reward for chasing the price higher in the short term is already very unfavorable.

My view is straightforward: if you’re holding, consider taking profits in stages here; if you haven’t bought in, don’t try to catch a falling knife at this level. To see whether the rebound can continue, watch one thing: can Up’s KRW premium hold, and can trading volume spill over to other platforms? If this is just activity confined to Up, the platform’s order-book depth can’t support this level of volume for long.

As for direction, a pullback to digest profit-taking looks more likely in the short term, so keep the urge to chase higher in check. Wait for a low-volume retest to stabilize before considering whether there could be a second wave. $DOOD

#币安神算子 made 60% in just two minutes.
That's pretty interesting.

#股票财报季 Don't rush to say AI is back. The more I look at these SpaceX earnings, the less they add up

Guys, SpaceX's after-hours earnings report had some truly jaw-dropping numbers. Revenue was $14.6 billion, versus expectations of $12.7 billion. Net income came in at $4.4 billion, more than double the roughly $1.8 billion expected. The stock briefly jumped 8% after hours.

But let's break it down. The real star was the AI business, which brought in $7.56 billion in revenue, up a staggering 830% and easily surpassing Starlink.

The catch is that most of this money came from renting out computing power—not from Grok being especially competitive. Starlink now has 13.6 million users, but average monthly revenue per user fell from $83 last year to $69. The more it expands, the cheaper it gets.

There were just two highlights from the earnings call: Musk said merging with Tesla “is a good idea,” and a committee has already been formed, but it would need approval from 50% of all shareholders. The CFO also gave Q1 revenue guidance of $33 billion to $37 billion, which was a shock. But Q4 capital spending is set to surge to $35 billion to $40 billion. At that rate, can the AI business's profits cover all that spending?

As for whether money has flowed back into AI, just look at Tuesday's market action: the Dow rose 1%, the Nasdaq closed lower, and money poured into healthcare and small-cap stocks.

These SpaceX earnings look impressive, but they seem more like a one-off boom in computing-power rentals than a sign that the AI story is back on. Don't be fooled by that after-hours spike—let's wait for Meta's and Tesla's earnings. $SPCX $TSLA $MARSCOIN

#美国9月ppi年率升至6.3% U.S. Stock Market Analysis: U.S.-Iran Rumors Trigger a Stunning 33-Minute Reversal as Funds Quietly Pull Back from AI

U.S. stocks diverged on Tuesday: the Dow rose 1.02% to 52,495.88, the S&P 500 gained 0.28%, and the Nasdaq edged down 0.02%. The surface looked calm, but beneath it, the market was on a rumor-driven roller coaster.

How different assets reacted:
When rumors emerged of a U.S.-Iran “compromise plan,” Brent crude plunged from $111 to $105.9, while gold and U.S. stock futures jumped instantly. The dollar and Treasury yields fell in tandem.

Iran then denied the reports, and oil recovered most of its losses. But here’s the key detail: buyers didn’t fully retreat, and gold and stock-index futures gave back only part of their gains. This suggests the market is betting on easing tensions on the principle of “better safe than sorry.”

Signs of sector rotation:
Tech stocks came under pressure: Meta fell 1.59% and Apple dropped 1%. Funds flowed noticeably into healthcare (Eli Lilly rose 3.49% to a record high) and small-cap stocks (the Russell 2000 gained 1.66%).

The AI narrative is beginning to lose momentum. CoreWeave briefly hit an intraday low, while a Korean AI data center stock plunged 32% on its first day of trading. The market’s approach to valuing AI assets is shifting from “growth expectations” to scrutiny of capital expenditure.

Oil rumors were just the trigger. The real story is that, ahead of earnings season, funds are pulling out of crowded AI trades and seeking defensive and undervalued assets. Meta reports after Wednesday’s close; if its capital expenditure guidance falls short of expectations, the rotation could accelerate. Don’t focus on the indices—watch the flow of funds.$CL $SOXL $KORU

#ai和半导体股本周市值损失超1万亿美元 U.S. Market News: Eli Lilly Hits a Record High, SpaceX Wows After Hours—Is Faith in AI Starting to Waver?

U.S. stocks diverged sharply on Tuesday. The Dow rose 1.02% to close at 52,495.88, the S&P 500 gained 0.28%, and the Nasdaq slipped 0.02%. Money rotated out of AI and tech stocks into pharmaceuticals and industrials. Eli Lilly and UnitedHealth led healthcare stocks, while Nvidia and Apple edged lower.

Top stocks by trading volume:
Micron Technology led with $17.385 billion in trading volume, closing down 0.98%. Nvidia saw $16.52 billion in trading volume and fell 0.29%. Tesla rose 1.54% against the trend, with $11.441 billion in trading volume; its earnings report after the close was a key focus.

Biopharmaceutical stocks made notable moves: Moderna surged 6.69%, while Eli Lilly gained 3.49% to hit a record high, with $3.823 billion in trading volume.

Key news:
SpaceX released its earnings after the close. Q3 revenue came in at $14.58 billion, well above expectations, while net income swung to a profit of $4.4 billion. Starlink users grew to 13.6 million, and the stock rose more than 3% at one point after hours.

Nvidia is teaming up with Siemens to build an AI factory in Germany, while Amazon announced plans to invest more than €16 billion in Germany by 2027. Meta and Tesla will report earnings after the market closes on Wednesday. Investors are watching to see whether capital expenditure guidance can sustain the AI narrative.

The indexes look calm on the surface, but currents are stirring underneath—investors are moving to safety ahead of earnings from AI giants, making pharmaceuticals and industrials safe havens. Can SpaceX’s impressive numbers help restore sentiment toward tech stocks? We’ll find out after the close on Wednesday.$SPCX $SOXL $KORU

Enter the market and short crude oil; the US and Iran tentatively approve Pakistan’s mediation proposal

According to reports by Israel’s Channel 12 and The New Arab, a proposal submitted today by Pakistan’s army chief of staff to senior Iranian officials has been approved by the United States, and Iran has also tentatively agreed to it.

The plan reportedly includes secret inspections of Iran’s nuclear facilities by the International Atomic Energy Agency (IAEA). It also partly addresses Iran’s demand for the return of frozen funds, stipulating that interest earned on the $6 billion frozen in Iranian accounts at Qatari banks be transferred to Iran.$CL

#韩国kospi指数跌超2% My U.S. Stock Premarket Diary (October 20): Korean stocks crashed, memory stocks are getting hit again—is this rebound fake?

I took a quick look at the premarket this morning, and my heart sank. The KOSPI closed at 5552.74, down 3.73%, giving back all of the gains from its rebound over the past two days in a single session. Foreign investors pulled out 542 billion won, institutions dumped 998 billion, and retail investors were left holding the bag alone. It’s a painfully familiar picture.

Then I looked at the U.S. premarket, and things weren’t any better. SOXL was down 4.92%, Micron down 2.83%, SanDisk down 3.28%, and SK hynix ADR down 4.89%. Memory stocks surged yesterday, and today they’re giving those gains back just as decisively. CoreWeave was down another 4.64% premarket. Even Goldman’s buy rating couldn’t help—the bond market simply isn’t buying it.

Where’s the money going? KORU (a 3x leveraged Korea ETF) plunged 10.57% premarket, while EWY fell 3.60%. Elice, an AI infrastructure company in Korea, fell below its IPO price on its first day of trading, dropping nearly 30%. That’s a terrible signal. Money is pulling out of the AI infrastructure narrative. This isn’t just one market—it’s happening globally.

My take: In hindsight, yesterday’s Nasdaq rally looks more like a breather. The AI earnings story hasn’t come together, oil is still above $110, and the Korean market has made its point with a big bearish candle. In the near term, the correction doesn’t look over, so don’t rush in to catch a falling knife. Let’s talk about a rebound when foreign investors stop selling and memory stocks are no longer in the red premarket. $KORU $SOXL $SNDK

Following the announcement of its listing on Upbit's Korean won market, the Metaplex token MPLX surged more than 100%$MPLX

#韩国kospi指数跌超2% Korean stocks rebounded for two days and then gave up everything in one day. Is this round really over?
Bottom line first: don’t rush to buy the dip. This rebound is very likely a “dead cat bounce.”
The KOSPI closed at 5552.74 today, down 3.73%, giving back all of the gains from the previous two days’ rebound in just one session. It briefly fell to 5493 intraday and even broke below 5500. Foreign investors were net sellers of 636.7 billion won, institutions joined in with 467 billion won of selling, and retail investors were the only ones holding it up.
On the news front, there’s basically just one message: nothing has changed. Questions about the return on AI investments are still there, U.S. Treasury yields are still above 5% putting pressure on markets, and the unrest in France is adding more turmoil. More importantly, Samsung and SK Hynix have finished their buybacks—the biggest buyers supporting the market before are gone. JPMorgan directly pointed out that this is the most fundamental difference between this round and the previous two sharp drops.
The technical picture also looks ugly. The 200-day moving average has already been broken, the 10-day line is close to a death cross with the 50-day line, and although the RSI is oversold, history shows that after becoming oversold, it can still fall for a while longer. Retail investors are aggressively buying leveraged ETFs to bet on a V-shaped rebound, but the July playbook may not work this time.
As for the direction: in the short term, the correction is not over yet, and 5000-5100 is the next real support. $KORU $SKHYNIX $SKHY

#比特币突破8.3万美元 MicroStrategy is buying, ETFs are flowing in, so why can't BTC budge?
First, the bottom line: the buying is real, but the selling is more urgent. Bitcoin is currently hovering around $82,000. Every time it touches $83,000, it gets slapped back down—the mood is completely different from when it surged to $87,000 before.
MicroStrategy bought another 267 BTC last week at an average price of $82,900, bringing its holdings to 848,000 BTC. ETFs aren't doing badly either: $526 million in net inflows in a single day, with BlackRock alone bringing in $665 million. Looks pretty lively, right? But the price just won't budge.
The problem is on the other side. Short-term holders previously dumped too much BTC onto exchanges while in profit, and that wave of selling still hasn't been fully absorbed. The amount institutions are buying can't absorb profit-taking by retail traders and long-term holders. Put simply, slow money can't beat fast money.

Technically, the $82,500–$82,800 range has turned from support into resistance. The weekly close was below it, and according to Rekt Capital, if BTC can't reclaim this level, it's likely to test below $80,000 next. In the short term, it's just grinding back and forth between $80,800 and $82,800, unable to move up or down.

As for direction, I think the short-term correction isn't over yet. I'm not bearish on Bitcoin, but the risk-reward for chasing longs at this level isn't great. The $80,000 round-number level will probably be tested again. If you're really looking to trade, waiting near $80,000 to see whether there's a false breakdown followed by a recovery signal is more comfortable than chasing the price now. #BitMine增持12535枚ETH #Strategy增持267枚比特币 #加密金库存款超100亿美元 $BTC $ETH $MSTR

#芯片股反弹带动美股上涨 U.S. Market Analysis: Nasdaq Rebounds More Than 1%, but the Real Pressure Is in Bonds and Oil

Tech stocks bounced back, while the Dow lagged. The Nasdaq closed up 1.11%, the S&P 500 rose 0.41%, and the Dow slipped 0.07%. SanDisk climbed more than 5%, Amazon rose nearly 5%, and Micron also gained, ending the semiconductor sector’s eight-day losing streak.

On the surface, AI trading is recovering, but the rebound’s staying power is questionable. CoreWeave surged as much as 7% after Goldman Sachs upgraded its rating, only to give back those gains by the close. The S&P 500 barely reclaimed its 50-day moving average, with resistance above still intact.

Macroeconomic pressures are the real story.
WTI crude climbed back above $103, gaining more than 2% in a single day as Middle East supply risks continued to intensify. Rising oil prices are pushing inflation expectations higher, while the 10-year Treasury yield climbed to around 5.13%, up about 4 basis points on the day.
Corporate bond supply, coupled with unrest in France, has heightened risks in European bond markets, and credit spreads are widening. Spot gold fell back to around $4,180, while bitcoin seesawed around the $82,000 mark.

A one-line take on each asset class: Tech stocks are repairing sentiment, bonds are pricing in risk, and crude is pricing in geopolitics. Their diverging moves show that this rebound is a sector-specific catch-up—not a broad-based reversal.

The Nasdaq rose, but don’t focus on the Nasdaq alone. Until oil and bonds stabilize, tech stock rallies will still carry the sense that “another punch could land at any moment.” Watching WTI and the 10-year yield is more useful than watching candlestick charts. $CL $SOXL $BTC #韩国KOSPI指数跌超2% #Strategy增持267枚比特币