Powerpei

Today, some data came out—something I’d been watching for a long time →→ PCE

The result: 4.1%, versus the prior 3.8%, higher than expected.

Inflation pressure isn’t easing; it’s actually moving upward.

This is normally a factor that weighs on tech and semiconductor valuations. Once rate expectations rise again, the overvalued segments typically get hit first.

But today the Philadelphia Semiconductor Index jumped 3.59%.

Against the backdrop of the PCE coming in hotter than expected, semiconductors didn’t fall—they rose.

That’s not a normal reaction. It suggests there’s a force offsetting the macro pressure.

And that force is the real strength of HBM demand.

MU’s earnings report and guidance make it very clear: this isn’t a short-term hype—there are real orders and pricing power.

The reality of supply not meeting demand affects where capital goes more directly than rate expectations.

//

But I won’t relax just because it’s up today.

PCE at 4.1% is a signal.

If inflation keeps running hot, the Fed’s room to cut rates will keep shrinking—possibly even prompting renewed discussion of rate hikes.

At that point, even the strongest demand story will be dragged down by valuation pressure.

This isn’t a problem for today, but it could be next quarter.

Right now, the logic is: HBM’s supply-demand fundamentals are holding the line, but the macro backdrop is quietly tightening. When these two forces overlap, the sector can rise—but it will be volatile, not a smooth ride.

Make that psychological preparation more important than guessing how much it will rise today.

The above is for reference only and does not constitute investment advice. DYOR

#美股 #HBM

Yesterday I said that earnings reports would confirm our judgment. Today the market gave the answer.

MU jumped nearly 14% after hours, SNDK followed up with a 10% gain, and the entire storage and memory chain is moving.

The trough from that previous sell-off is being filled back in, one block at a time.

But what I most want to talk about is actually Apple.

Apple fell by about 5% today and became the main drag on the Nasdaq.

The reason is kind of interesting:

Memory costs are too high, Apple can’t absorb it, and was forced to raise prices across the board.

MacBook Air went from 1099 to 1299.
iPad Pro went from 999 to 1199, and almost all products were adjusted.

The market then punished it immediately.

This puts another side of the AI boom on display.

Upstream storage and HBM manufacturers are eating—Micron and SanDisk’s earnings reports are validating just how strong demand is.

But downstream, the end-hardware companies are starting to absorb the cost pressure. With memory getting more expensive, margins thin out. They can only pass costs to consumers, but consumer willingness to buy isn’t enough—so the stock price falls.

Same AI wave—up on one side, down on the other.
Not a contradiction. It’s transmission.

//

So in today’s market, it’s not “overall up” or “overall down”—it’s about differentiation.

The storage and HBM line is currently the strongest.

Other AI-related themes—especially parts of big tech—are still digesting.

The Nasdaq index hasn’t seen a major rally, but a clear split has already appeared within semiconductors. That’s normal, not a bad thing.

My own positioning logic hasn’t changed.

I’ll keep tracking the follow-through in the HBM and storage chain, won’t chase highs, and will be prepared for volatility. For the Apple story, I’ll continue to monitor whether the memory cost pressure can find a new balance in the next quarter’s earnings report.

Every time, the market is telling you who truly benefits and who’s under pressure.

Listen carefully—that’s all.

The above is for reference only and does not constitute investment advice. DYOR
#美股 #半导体

Last night, Micron's Q3 earnings report dropped, and the figures were way above expectations.

Revenue hit $41.46 billion (expected around $35.6 billion), EPS at $25.11 (expected around $20.7).
Q4 revenue guidance is set in the range of $4.9 to $5.1 billion.

Demand for HBM remains strong.

This directly validates my judgment from yesterday.

The semiconductor sector's recent plunge seems more like a healthy shakeout after the long-term rise driven by AI, rather than a trend reversal.

Concerns about HBM in the market have been alleviated by actual data, and management remains optimistic about future outlooks.

With Alphabet joining the Dow next Monday, the short-term rebound window for the semiconductor and tech sectors is likely to open up.

Of course, volatility won't just disappear immediately.

Next, we need to keep an eye on macro data (PCE, etc.) and track the sector's follow-up.

My approach remains unchanged: focus on HBM and Q4 guidance, prepare for volatility, and take each rise and fall rationally.

The market always offers opportunities amidst volatility, stay sharp, and keep an eye on the catalysts.

(Above is purely my personal opinion and does not constitute investment advice. DYOR.) #美光 #半导体 #HBM #Aİ

The eMeme World Cup Carnival Season 2 on Binance Wallet kicked off today.

I tried it out and thought I’d share what it’s all about.

Simply put, it’s about placing bets on World Cup-related events within the Binance Wallet.

For instance, you can bet on who will win, who will be the MVP, and the prices are updated in real-time. If you think a certain event will happen, you buy in, and if it feels off, you can exit anytime without a lock-up period, no waiting around.

————

This time around, there’s an interesting event:

World Cup Star of Stars, which is "Who will be the Best Player of this World Cup?"

This topic has been a hot debate, with discussions buzzing in the community.

Now, the debate has turned into something tradable.

If you believe someone will snag the top player title, buy in. The more people agree with you, the more the price will reflect that.

It's all about passion, and you might even make some profits—this combination feels pretty clever to me.

I picked Ronaldo, (last night I went with Mbappé, haha) and I noticed the odds are pretty high.
With a $10 buy-in, if I hit the jackpot, I could see returns of over a hundred bucks!

//

Let’s talk about a few points of this event:

➤ To be counted on the leaderboard, you need to buy into 3 different events under the eMeme World Cup category, with a total trading volume exceeding 1,000 USD.

➤ The event lasts for 15 days, with a total prize pool of 100,000 USDT. The top 200 participants will get rewards, and the first place takes home 10,000 USDT.

➤ Transactions that count towards the leaderboard can use BNB, USDT, USD1, or USDC—no restrictions on coin types, you can use whatever you want.

The whole operation is completed within the Binance Wallet, no need to jump to other apps. Just hit the eMeme event poster on the homepage to get started.

//

What I find intriguing about eMeme is that it’s not just about guessing right or wrong.

As the World Cup hits critical stages, the buzz around popular players and key moments in the games will directly impact market sentiment, and sentiment drives price.

If you have a good read on the matches and a sense of public opinion, those are advantages.

Path to entry:

Wallet App Homepage → eMeme Event Poster → Select "World Cup" category events → Directly trade.

The above content is for reference only and does not constitute investment advice. DYOR
#BNBChain #币安钱包

Yesterday, tech stocks took another hit.

The Nasdaq dropped over 2%, and the Philadelphia Semiconductor Index plummeted nearly 8%.

Micron tanked 13%, and Nvidia fell over 4%.

Profit-taking in the AI sector + valuation concerns triggered a chain reaction.

The crash in the Korean market just added fuel to the fire.

//

But tonight, there’s a big event: Micron's Q3 earnings report drops (June 25, midnight Beijing time).

This is currently the core focus of the market, no doubt about it.

>> The market widely expects significant growth, with demand for high-bandwidth memory (HBM) remaining the biggest driver.

>> The stock price has already dropped significantly ahead of time, but analysts still remain bullish on performance and guidance.

>> The results of this earnings report will directly determine the short-term direction of the semiconductor sector and the entire AI market.

Another thing not to overlook: Alphabet (GOOGL) will officially join the Dow on Monday, June 29, replacing Verizon.

The Dow welcomes its 5th member of the Magnificent 7, further increasing tech weighting.

This is clearly positive for market sentiment.

——

My personal take:

I view yesterday's pullback more as a healthy consolidation after the long-term rise in the AI market, not a trend reversal.

If Micron's earnings tonight can provide a strong guidance, coupled with the symbolic significance of Alphabet joining the Dow, it’s likely that the semiconductor and tech sectors will see a rebound window.

As for my own strategy:

I’m keeping a close eye on tonight's MU earnings, especially the management's outlook for Q4 and HBM, and preparing for volatility.

After Alphabet officially joins the index next Monday, related ETFs and tech-heavy stocks will also be worth watching.

The market always provides opportunities amidst volatility, so stay rational and keep an eye on catalysts.

(This is purely my personal opinion and does not constitute investment advice. DYOR.)

#USstocks #GOOGL #半导体

Let's not miss out tonight!

Recently checked out an article by Creao CTO → Peter Pang

He talked about how they built the foundational architecture for an AI Agent, and there was a part that really stuck with me.

He mentioned that they made a decision that sounds a bit counterintuitive: they intentionally made the AI a bit 'dumb'.

➢➢➢

They split the system into two parts.

One part is called Host, which is the smart one, responsible for managing accounts, passwords, money, and data—basically all the important stuff is here.

The other part is called Sandbox, which is intentionally kept 'mute'; the AI runs here, but it can't access any real keys or accounts.

If it wants to call any external services, it can only request permission, and only when Host approves will it be forwarded.

Why design it this way?

He pointed out a common mistake engineers make:

Every time they add a new feature, to save time, they casually grant the AI more permissions.

Once or twice, you don't see any issues, but down the line, this AI, which is just executing tasks, quietly becomes the part of the system with the highest permissions.

If anything goes wrong, it's all over.

On the flip side, if the AI's sandbox only ever had execution rights from the beginning, with no identity or keys,

even if someone attacks it or deceives it, all they could take away is just a temporary credential for that task—nothing else.

//

After reading this, I thought about my own setup on CreaoAI, the 'US Stock Guru'.

Many fans ask me why the guru doesn't just tell them 'this can only be bought'.

The reasoning is the same.

The guru can help you flip a stock upside down,

laying out fundamentals, institutional holdings, and risk points.

But whether to execute that buy action, I initially decided not to let it do—this line is drawn in the sand, and it won't budge just because more people ask.

AI helping you analyze is one thing; making the final call for you is another.

If something goes wrong in the latter case, the money is gone, and it'll be too late to regret.

//

Peter said that what they wanted was not a sandbox that could do more and more,

but a smart host that tightly surrounds the sandbox.

I think this statement applies to AI product design as well: the clearer the boundaries, the more comfortable users will be handing over truly important matters to you.

The above content is for informational purposes only and does not constitute investment advice. DYOR #美股

Tech stocks are taking another hit today

SpaceX has dropped for three straight days, down over 16% in total

Alphabet fell nearly 5% due to AI talent fleeing

Amazon is following suit and heading south

The Dow is slightly up, but the Nasdaq is clearly getting dragged down

There’s new progress in US-Iran negotiations, oil prices are retreating, which is some good news

However, this week's PCE data is about to drop
I'm still leaning cautious until that data comes out

Don't underestimate the short-term volatility in tech stocks

#美股2026 #SpaceX

Today, I took a close look at a few hot spots in the US stock market:

APGE shot up nearly 47% after being acquired by AbbVie for $10.9 billion; the news dropped and it took off like a rocket.

The semiconductor sector was also pretty strong today, with INTC, MU, and KLAC all seeing nice gains, and SMCI skyrocketed over 15%.

Additionally, there have been some positive developments in the US-Iran talks, which has left the market feeling a bit more optimistic overall.

I'm currently focusing mainly on the semiconductor line, as acquisition events can be quite a catalyst.

Just for your reference, make your own judgments, alright?

#美股 #半导体

This Thursday's rebound in US stocks has got me taking a step back to analyze things over the past couple of days.

Let me advise you not to FOMO too soon.

Intel shot up more than 20% in a single day.

A lot of folks are treating this as a mindless buy signal driven by good news.

But if you flip through the recent trends of the Philadelphia Semiconductor Index, you'll see that the so-called semiconductor boom

is no longer a broad rally.

The market is now showing divergence: those with real orders on the books (like Intel's recent deal with Apple for foundry services) are soaring like they've taken some performance-enhancing drugs, while those merely spinning AI stories, but facing overcapacity in the air semiconductor sector, will drop like a rock if their earnings reports miss expectations.

/

>>> My personal trading logic is:

Don’t get lazy with “sector theory.”

The market is extremely pragmatic right now, only buying for “visible orders.”

Intel's move into foundry (IFS) is essentially taking market share from TSMC; this is real competition for share,
far sturdier logic than just pure compute power leasing.

Beware of expectation gaps.

The market has already priced in Fed rate cut expectations to a threshold.

Any hawkish comments from here on out could serve as an excuse to dump.

This current rebound feels more like profit-taking and portfolio adjustments before earnings season, rather than the trumpet call for a new bull market.

>>> My positioning attitude:

I've fragmented my semiconductor positions even more.

I continue to hold undervalued leaders in core positions.

But I’ll only make satellite bets in segments with clear catalysts, like securing major orders.

In this volatile environment, the biggest no-no for a trader is going all-in on a sector bet.

Scale your strategy down to the dimensions of earnings reports and supply chain validations to avoid those false pumps.

In the coming days, I’ll be watching for confirmations on Intel's foundry business, as well as validation of orders for more AI infrastructure stocks.

Only when the logic can be backed up with the books should you consider upping your stake.
#美股休市 #半导体

Let me share something I've recently figured out.

When I first started trading bStocks, I was excited thinking I could finally buy US stocks on-chain.

NVIDIA, Tesla, just the thought got me pumped.

But after using it for a while, I realized I wasn't treating it like I would with a brokerage.

I wasn't keeping my eyes glued to the charts, analyzing earnings reports, or calculating valuations. Instead, what I was doing was:

Swapping some USDT for NVDAB and then throwing it into DeFi for yield farming.

Wait a minute.

Is there really any fundamental difference between this and what I used to do by swapping USDT for sUSDe to earn some interest?

/

Once I wrapped my head around this, I realized that bStocks isn't just a replacement for trading US stocks.

It's a way to make USDT more than just USDT.

In the past, you only had two options for your USDT: either let it sit and earn a 5%-10% yield or take a gamble on some memes.

Now there's a third option: swap for NVDAB, TSLAB, and other assets, giving your USDT some directional beta.

The ups and downs follow NVIDIA, while you can still use it as collateral on-chain.

You haven't left the blockchain, you haven't stepped out of the circle, and you haven't opened a brokerage account; you've just found a new liquidity model.

——

So, who is bStocks really competing against?

I believe it's not the brokerages, but rather USD1, sUSDe, and various stablecoin investment products.

Because they are all after the same pot of money.

Those USDT sitting on-chain with nowhere to go.

Stablecoin investments offer you certainty in yield, while bStocks gives you directional beta + composability.

Which one you choose depends on whether you want certainty or flexibility at the moment.

For me, during choppy markets, I earn yield, and when there's direction, I swap some USDT for bStocks and hold.

Switching between the two has almost zero cost.

This feeling is way more thrilling than just being able to buy US stocks.

//

Of course, I need to throw some cold water on this: you can treat bStocks as "better USDT," but don't mistake it for "I truly own NVIDIA."

These two things are separated by a layer of trust.

And once you put NVDAB into DeFi as collateral, there are risks like liquidation risk, oracle risk, and liquidity drain risk.

It's fun, but don't forget about risk management. My approach is to test the waters with a small position, not going all in, and being able to pull out anytime.

bStocks isn't revolutionary, but the idea that "USDT finally has a more imaginative place than just earning yield" is something worth pondering.
#bstocks #BNBCHAIN

This World Cup group stage has seen quite a few upsets.

A couple of my friends analyzed the matches before the kick-off and were spot on.

But once the games started, everything went sideways; their investment strategies turned into a total wreck, and guessing scores? That's not my game, haha.

Then it hit me: I might not know who’s going to win, but I can definitely see where the hype is headed.

So, I switched it up and decided to play with eMeme on Binance Wallet.

Unlike betting, you don’t have to worry about whether Brazil will score 2:1 or 1:0 tonight;

you just need to make one judgment call: is this wave of hype going to keep rolling? In simpler terms, it’s all about riding the emotional wave and FOMO.

Basically, it’s about cooking up excitement and creating that fear of missing out. The team with the hottest buzz? That’s where the Memes are getting pumped.

When the emotions peak, the market will tell you what’s up—just a little heads up.

Right now, during this football frenzy, there’s a $U trading volume competition, and there are only 2 days left! The prize pool is 100,000 $U , shared among the Top 100:

► 1st place takes home 11,000$U

► The top 50 each start with $1,000 $U
► Currently, if you hit a volume of 2,181, you’re on the leaderboard; there’s still time to push forward in the last two days.

The process is simple:

Wallet app homepage → Click on that ‘U Trading Volume Event’ poster → Click Trade → Select the eMeme wallet entry → Start trading under the ‘World Cup’ theme.

Just a heads up: You must use stablecoin $U to buy, and you need to buy at least 3 different events under the ‘Football Frenzy’ category, with a real trading volume exceeding 1,000 $U to qualify for the prize pool—missing any of those criteria disqualifies you.

/

Lastly, I’ll just say this: eMeme is all about emotional fluctuations. If you hit the right wave, it’s a blast, but if you miss, it can sting. Don’t get too carried away; just dip your toes with a small position.
(Data, prize pool, rankings are all based on Binance's official real-time updates. This is just my personal experience sharing, not investment advice, haha.) #BinanceWallet #Binance

Yesterday I received a Dragon Boat Festival gift box from Binance.

When I opened it, I honestly didn't expect it to be an entire set of tennis gear.

Racket, tennis balls, bag, cap – they even included a complete tennis outfit. When I held it, I could feel the premium quality.

Surprise, top-notch
I honestly can't think of another word for it.

There are plenty of holiday gift boxes out there, but not many that put thought into the details like this.

Binance didn't forget me this Dragon Boat Festival; I appreciate this effort.

Wishing everyone a healthy Dragon Boat Festival
Wishing Binance all the best

For those who haven't joined the Binance community yet, what are you waiting for!

#Binance #BinanceSwag