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#NetflixQ3AdsAndMargins The financial report is very impressive, with AI computing power demand continuously being realized, and 2nm successfully contributing to revenue; however, growth is highly dependent on AI clients, and combined with the cost and geopolitical pressures brought by building factories in the US, the risks behind the high growth cannot be ignored.PPI Supplement: The culprit for price increases is energy, but rate hike pricing did not continue to rise
Core PPI year-over-year 5.0% (expected 4.4%), also significantly exceeding expectations; this time the driver of price increases is energy—energy prices rose 10.8% in a single month, gasoline +20.3%, contributing about half of the commodity price increase, and food also rose 1.2% (BLS, via Barron's).
September retail sales +0.8% (expected +0.3%), but mainly supported by gasoline price increases, other consumption was average, and real wages are still declining (Reuters).
Putting it together means "business costs are rising, consumers are still spending," so inflation cooling is unlikely. A strange point: October rate hike pricing did not continue to rise, remaining around 30% (LSEG 29%, CME about 33.8%), basically unchanged from before the PPI release—the market seems not to believe there will be action in October, with bets concentrated in December (MarketWatch).
FBI teams up with Brooklyn prosecutors to shut down 241 crypto scam websites
Seized 112 servers, recovered about $300,000, no arrests yet. This is a three-year case: an Eastern European scam network targeted Russian-speaking populations in the U.S., using Russian-language Facebook ads and fake investment advisors to lure coin purchases and transfers to fake platforms; accounts were locked or "tax fees" demanded upon withdrawal, and they pretended to "help recover" funds to conduct secondary scams.#奈飞增长或放缓，广告业务成新看点
I think the next focus for Netflix is no longer just subscriber growth, but whether the advertising business can truly support a second growth curve.
Slowing user growth is not necessarily a bad thing; the key is how much profit each user can generate.
But one question is worth considering: if advertising revenue grows rapidly but the stock price doesn't rise, is the market already pricing in the good news, or is there a bigger hidden risk?
Do you think Netflix is currently an opportunity or a valuation trap? Three bearish candles, three medical records 🩺
$BTC: Emotional cold 🤧
The market turns cold, triggering a chain reaction of sell orders. But on-chain, no large holders are collectively withdrawing; there is still support near the 400-day moving average, and signs of accumulation at low levels remain. The weakness lies in sentiment, not in holdings.
$ETH: Capital anemia 💸
ETF net outflows continue, wallet balances are moving out, and some holders are actively reducing positions. It’s not just dragged down by the market; the capital side is truly contracting. Recovery depends on new money returning, which is more difficult.
$SOL: Leverage sprain ⚙️
Perpetual shorts are increasing, leverage is pushing the price down; spot outflows are limited, and holdings have not changed hands on a large scale. The downtrend is fierce, originating mainly from derivatives.
Don’t just look at the ranking by decline, as it’s easy to mistake emotional fluctuations for trends. Break it down with on-chain data: who is truly selling, and who is just being dragged down. BTC is seeing sentiment warming, ETH is seeing capital returning, SOL is clearing leverage. Knowing where the pressure comes from tells you what to be cautious about and what to ignore 🔍#美国CPI与PPI双超预期，年内能否再加息？ #台积电Q3净利润超预期，盈利创历史新高 #奈飞增长或放缓，广告业务成新看点 #Netflix growth may slow, advertising business becomes new focus $BTC's current market concern is not the decline itself, but the rebound after the drop, which can mislead people into thinking the market has stabilized.
US September CPI exceeded expectations, and PPI was also bearish. The market started worrying about the Fed raising interest rates, putting pressure on risk assets. Bitcoin once dipped near $79,725. After the bearish news settled, it began to rebound and is currently around $82,000. From a technical perspective, the key is whether it can break through the $83,000 level above; otherwise, the market recovery cannot be confirmed. On the downside, watch if the $80,000 support level can hold.
Looking at $ETH, recent performance has been weak, hitting a low of $2,315, now rebounding to $2,430. The focus next is whether it can stabilize above $2,400 and break through $2,500. This rapid rebound after a big drop indicates there is capital willing to buy at $2,300. However, given that US inflation and Treasury yields have not improved, this can only be seen as a short-term technical correction, not a confirmed market reversal.
My current feeling is that this is an oversold rebound. Going forward, the key is whether the macro environment can ease inflation pressure, whether $BTC can break through resistance levels, if trading volume can keep up, and whether active buying during the rebound strengthens. Only if these improve simultaneously will the rebound be more sustainable. Until these signals appear, caution is advised; do not mistake a short-term rebound for a new upward trend. #美国CPI与PPI双超预期，年内能否再加息？ #BTC现货ETF再度净流出，机构买盘能否回暖？ #NetflixQ3AdsAndMargins More worryingly, the rate of leaving (Trumd) in the US doubled over the same period, showing that the main market was saturated. The reason comes from the price increase, tightening password sharing and fierce competition from Disney+, Amazon. This proves that the growth model based on the number of subscribers is no longer sustainable, forcing Netflix to switch to ARPU and profit optimization.#Netflix growth may slow, advertising business becomes new focus Netflix's next growth driver is not just membership subscriptions but advertising.
As the user market saturates, the advertising segment becomes a new breakthrough point. The core issue: whether advertising revenue will actually increase enough to offset the slowdown in subscriptions while maintaining stable profit margins?
It is necessary to closely monitor advertising revenue, profit margins, and financial guidance in the upcoming report.
#NetflixQ3AdsAndMargins #NetflixQ3AdsAndMargins #Netflix growth may slow, advertising business becomes new focus 年内能否再加息？ 美国BTC现货ETF录得单日2.61亿美元净赎回，代表本轮机构端买盘再度转弱。背后核心诱因，还是CPI、PPI接连超预期带来的通胀担忧，市场上调高利率延续时间，美债收益率走高，机构主动降低BTC这类高beta另类资产敞口，属于宏观驱动下的战术减仓。 要分清重点：单日流出≠机构长期看空BTC，单天数据属于情绪信号，趋势要看是否持续多日流出。如果只是单日脉冲赎回，杀伤力有限；一旦连续多天维持净流出，等于持续抽走现货买盘，反弹会缺少最重要的增量托底，盘面更容易承压。 资金逻辑：ETF申购是新增场外买盘，而赎回会带来现货抛压。在本来流动性偏弱、反弹乏力的行情里，这种流出容易放大短期波动，压制反弹高度。但也要注意，ETF只是机构入场渠道之一，链上巨鲸、海外场外买盘不在这套统计内，不能单凭这一个数据判定趋势反转。$BTC $ETH $SOL Writing
🚨 $BTC: $966M in Long Liquidations — But Whales Aren’t Selling! 🐋
Bitcoin just took another hit, wiping out $966 million in leveraged long positions. But the bigger question is: Who is selling, and who is buying the dip?
📉 Inflation Is Back in Focus September PPI jumped 1.3% against expectations of 0.6%, while CPI reached 3.7% year-over-year. This has intensified concerns about the Fed’s next move, putting pressure on risk assets.
#DailyOrbit Tesla is set to release its full financial results for Q3 2026 on October 21.
The profit side is even more concerning. Referencing Q2 data: revenue reached $28.2 billion (up 25.5% year-over-year), but operating profit was only $398 million, with operating margin plummeting to 1.4%; free cash flow was negative about $1.1 billion, and capital expenditures reached $5.8 billion. Full-year Capex is expected to exceed $25 billion, mainly for Robotaxi, Optimus, and AI infrastructure. Market consensus for Q3 revenue is about $27.8-28.0 billion (roughly flat or slightly down year-over-year), with adjusted EPS of $0.43-0.45 (down more than 10% year-over-year).
On valuation, the current market cap is about $1.4 trillion, with a trailing P/E ratio exceeding 300, fully pricing in optimistic scenarios of Robotaxi full commercialization and large-scale deployment of Optimus. However, Robotaxi is currently operating only on a small scale in limited cities like Austin, FSD without supervision is progressing slowly, and Optimus has no large-scale sales yet. Historical experience shows related timelines have been repeatedly delayed. If Q3 guidance fails to provide a clear path to profitability or commercialization milestones, or if gross margins continue to be under pressure, the downside risk to the stock price is significant. In contrast, competitors like BYD show more resilience in balancing volume and profit, and the global EV market landscape is no longer favorable to Tesla
#特斯拉交付超预期后盈利修复成焦点 Combining CPI and PPI exceeding expectations, on-chain giant Wintermute has voted with real money! It holds an open position of 87.34 million on Hyperliquid, with a short exposure as high as 86.4% (75.45 million), heavily shorting $ETH, $SOL, and the S&P 500, with unrealized losses of 3.97 million and cumulative profits of 209 million. Coupled with $BTC's 4-hour EMA bearish alignment and MACD death cross, institutional high-level hedging is evident. The 80,000 mark is a defense line, but with whales suppressing so heavily, only when shorts cover or the 4-hour bottom fractal forms, with macro and technical resonance, will it be safe. Hold steady! #USCPIandPPIexceedexpectations, will there be another rate hike this year? Will it beat?
- *Last quarter (Q2) it beat by $0.01*: Reported $0.80 vs $0.79 est, but revenue $12.56B slightly missed $12.58B est, and stock still sold off 8% on weak guidance.
- *Trend into this print is cautious:* The $0.82 consensus is unchanged last 30 days, but down 2.4% vs 90 days ago (was $0.84). Analysts have been trimming - Erste Group cut FY27 to $3.79, Morgan Stanley cut target $83 to $80, KeyCorp $92 to $85 this week. #奈飞增长或放缓，广告业务成新看点 Below expectations#NetflixQ3AdsAndMargins 🚨 $ETH breaks below 2400! This time, don’t rush to call it a bottom; the market has already given a warning!
Brothers, Ethereum’s current trend is even uglier than expected.
How many people previously treated 2400 as a solid bottom? How many started shouting V-shaped reversal when seeing a rebound at 2580? Some even thought 2500 was firmly held and that it would soon surge to 2700.
And the result?
📉 2400 was effectively broken, the price once dipped near 2310, and now it’s fluctuating around 2370 again.
What’s most worrisome is not just how much it has fallen, but that this level has been tested repeatedly. Before, it could be pulled back by lower shadows, but now even the real body has broken through, indicating this support area is under greater pressure.
Previously, there were buyers stepping in when it fell; now it depends on whether the buying power can hold.
What I least want to see now is someone assuming this must be the bottom just because it has fallen a lot.
Remember these key levels:
🔻 2400: A critical area that has shifted from support to a zone that needs to be reclaimed.
🔻 2310: Recent low area; watch if it can hold.
🔻 2300: If this is lost, the market may look for new support, but don’t prematurely assume where it will fall.
🔺 Above 2500: If the price can regain and hold here, it’s more favorable for repairing short-term sentiment.
Coupled with macro uncertainty from US inflation data, short-term volatility may further increase. Bulls wanting to turn things around can’t rely on faith alone.320,000 liquidations, $930 million vanished into thin air! BTC just finished a "fake fall," next week is the real test
BTC current price around $82,000, $932 million liquidated in 24 hours, bulls lost $796 million — bottom buyers took the hit first. It briefly dropped below 80,000 this morning, then shorts covered forcing a strong rebound, but don’t be fooled: 80,000-81,500 is the average ETF holding cost line, if it closes below here, all regular ETF holders turn to losses, stop-loss orders will avalanche down.
ETH is worse: 2,500 is precarious, 2,650 has turned from support into resistance, ETFs keep bleeding, any rebound is a window to escape.
SOL: struggling near 102, the 50-day EMA at 107 is the ceiling, breaking below 99 targets 96 directly.
Next week’s key points: BTC’s 80,000 close line decides life or death; ETH must hold 2,500; SOL’s 99 is the last cover. Before FOMC, don’t use leverage to bet on direction.
#比特币爆仓 #以太坊 #Solana #加密货币 #美联储加息#美国CPI与PPI双超预期，年内能否再加息？ #Netflix growth may slow, advertising business becomes new focus #NetflixQ3AdsAndMargins I think $NFLX the iconic company is in a tough spot.
The slower growth comments from their Co-CEO this week will be blamed on a shift to live programming.
I don't think that's the actual issue. Live programming does contribute lower watch hours per dollar of content spend… but it also over-indexes in terms of generating new engaged members… which should greatly offset the headwind.#NetflixQ3AdsAndMargins I think $NFLX the iconic company is in a tough spot.
The slower growth comments from their Co-CEO this week will be blamed on a shift to live programming.
I don't think that's the actual issue. Live programming does contribute lower watch hours per dollar of content spend… but it also over-indexes in terms of generating new engaged members… which should greatly offset the headwind.#NetflixQ3AdsAndMargins #NetflixQ3AdsAndMargins
Also:
Not easy to compete with several mega-caps that have all decided to prioritize their streaming libraries, don't need to make much $ on those libraries & have the balance sheets to outspend $NFLX by a wide margin.
My hot take is that I think this iconic company's best days are behind it.$NEAR Around the afternoon, I saw it hovering around 4.5 for a long time, with volume shrinking as if dead. I thought it would either continue to drift down or have a big move. Then the news about Bitwise's ETF holdings came out, and it shot straight up to 5.17 with a big bullish candle. I got in at 4.576 with 50x leverage, and now my unrealized profit is just over 590%.
Honestly, even I find it ridiculous now.
But if you ask me to chase now? I don't dare. That upper shadow at 5.17 is right there, and the MA120 is pressing down at 5.21. Every step up from here is met with selling from those trying to break even. I've seen this too many times—news comes out, price spikes, then slowly drifts down again, trapping those who chase.
I'm planning to start reducing my position around 5.17-5.20. If I can get out around here, I'll be grateful. With 50x leverage, no matter how much unrealized profit you have, one sharp pullback can wipe it all out.
A couple of days ago, I thought the same with STRK—from 599 to 1332, but I ended up exiting near 0.098. The next day, it spiked again, almost wiping out all gains. So this time, I've learned my lesson and won't be greedy.
If you haven't gotten in yet, don't chase now. Wait for a pullback to 4.8-4.9 and then reassess. Only if it really breaks and holds above 5.21 should you consider it.#NetflixQ3AdsAndMargins
Also:
Not easy to compete with several mega-caps that have all decided to prioritize their streaming libraries, don't need to make much $ on those libraries & have the balance sheets to outspend $NFLX by a wide margin.
My hot take is that I think this iconic company's best days are behind it.现在更像洗筹，不是追涨的时候。 FIL 的减半叙事，真能自己走出一段吗？ 我最近盯 FIL 的衍生品结构，越看越觉得它像一只被拴在 BTC 腰上的风筝。资金费率一翻正，多头就急着加仓，可未平仓合约没跟上，说明杠杆在进，现货却在退。这种背离，往往不是启动，是博弈。 FIL 自身故事偏弱，减半这种利好，放在 BTC 横盘或阴跌里，基本就是给空头递子弹。过去几轮减半行情，FIL 的独立反弹都建立在 BTC 风险偏好回暖的基础上，一旦大饼走弱，它的回撤弹性反而更大，扛跌能力差。 现在衍生品市场在交易什么？交易的是 BTC 会不会稳住，而不是 FIL 减半能带来多少增量。永续合约的持仓量没有明显扩张，期权隐含波动率也偏低，说明大家没在提前押注大行情，更多是短线对赌。这种结构下，FIL 的减半预期被提前计价了一部分，但没人愿意用真金白银去追。 偏多的路径只有一条：BTC 先站稳，资金费率回归中性，未平仓合约温和放大，FIL 才可能借减半叙事走一段补涨。偏空的风险更直接：只要 BTC 一抖，FIL 的多头杠杆就会被迫平仓，形成负反馈，跌得比大饼还快。 山寨季没来之前，FIL 很难脱离 BTC 走独立PYTH +57% in 22 days, why is the breakout on 10-15 different?
$PYTH rose from 0.060 on 09-24 to 0.0946 today, a 57% increase in 22 days. Today it gained 18.36%, reaching a high of 0.10093, with a trading volume of $30.9 million, which is 1.7 times the 30-day average volume.
This is not an emotional peak, but a three-stage structure:
Accumulation (09-30 to 10-13): Price oscillated narrowly between 0.073 and 0.090 for 14 days, with daily trading volume of 4–5 million. A typical "building position zone" — stable volume, converging price.
Breakthrough (10-14): +3.07% to surpass the 0.085 resistance level, volume did not increase — a "breakthrough probe."
Volume surge (10-15): +21.13%, highest at 0.10093, volume of 29.74 million, which is 4 times the average volume of the previous 14 days. Funding rate is neutral, open interest increased only 8% — the increase mainly comes from spot trading, not leverage. The structure is the cleanest.
Why now? Solana Q4 DeFi (Kamino, Drift) TVL is recovering, directly benefiting oracle call volume. $PYTH, as Solana's mainstream oracle, has fundamental support.
However, the daily candle at 00:00 has already retraced -2.72%. A pullback to 0.090 without breaking it confirms health; a volume-driven break below 0.085 means the breakout failed.
The 4H chart is attempting the 0.10 whole number level for the first time. Do you think $PYTH can hold above it? Brothers, yesterday was the first day after the halving, dropping from 1.27 back to 1.08. Many people grumbled saying, "The good news is all out, FIL is doomed." But today the official team released a heavy, detailed infographic — "The Filecoin Flywheel," serving you a solid dish directly. Looking at this image, I read it three times repeatedly, and only one thought came to mind: the short-term "price speculation" is over, and the long-term "value flywheel" has officially started. Don't be fooled by daily-level fluctuations; let's break down the official "major progress this month" to see what fundamental changes really happened after the halving: 🎯 Fundamental Change One: The Solstice proposal is officially implemented, completely changing the reward logic. Official text: More shares allocated to services that bring paying customers to the network; consensus mining shares reduced; unearned service shares will be destroyed. This is ruthless! Previously, miners could just keep their hard drives running and share the big pot, but not anymore. This part of the reward is only given to service providers who "can bring real customers." If no customers are brought in, this reward won't be released and will be destroyed directly. This directly blocks miners' "inflation dumping" logic, forcing the entire network to engage in real business. 🎯 Fundamental Change Two: The supply "faucet" has been turned off. Official confirmation: The distribution lock-up periods for Protocol Labs and Filecoin Foundation will end as planned, like in 2020. The daily amount of new FIL entering circulation has decreased by about 75%. Daily selling pressure fromCPI bearish pressure mounts: rate hike expectations rise to 40%, bulls wiped out overnight
CPI data is bearish, traders have pushed the next rate hike bet up to 40%. US stocks and the crypto market plunged in sync, the Nasdaq fell nearly 2%, BTC dropped to around 82000.
▪ Asia session adds insult to injury
Korean and Japanese stock markets opened with a plunge, risk appetite sharply declined. Whether the afternoon session can hold is key for the short term, but the afternoon suffered heavy losses, and the Asia session failed to stabilize.
▪ Liquidations concentrate and crush bulls
Nearly $500 million liquidated in 24 hours, bulls lost about $400 million, leveraged long positions were heavily liquidated.
▪ US stocks remain pessimistic in the evening
US stock opening expectations are weak; if the decline continues, the crypto market will struggle to strengthen independently.
For now, watch the end of the Asia session and the US stock opening, don’t rush to catch falling knives. #美国CPI与PPI双超预期，年内能否再加息？ #台积电Q3净利润超预期，盈利创历史新高 $BTC looks for a rebound continuation. It closed 24h at +0.39%, after dipping to 79,732.3 before pulling back. During the dip, the amount of long positions liquidated was roughly twice that of shorts; this round of leverage was squeezed out. The pressure from long liquidations has already passed once, and the price still closed in the green, indicating some support near the previous low. Options trading on the day leaned bearish, even higher than the ratio in the open interest structure, with most new positions being protective buys. Sentiment remains defensive, so there is less fuel for a drop. The moving averages on the chart are in a bearish alignment, which is a result of the previous decline; moving averages themselves lag. The previous low has already been tested once and held; now the focus is on that previous low itself. Conditions for a bearish reversal: breaking below 79,732.3 and failing to recover, indicating that after long positions are cleared, no one is stepping in to buy, so treat it as a new low and invalidate the bullish bias."The Chain is Making Money, but the Coin May Not Be Valuable"
All three chains have income, yet their prices remain stagnant. The market begins to ask: who exactly is the profit flowing to?
$BTC's transaction fees and block rewards go to miners, not coin holders. Miners sell coins to pay electricity bills, creating continuous selling pressure. Coin holders receive no dividends, only share in scarcity. No matter how active the chain is, it’s hard to directly push up the coin price; BTC relies on consensus, not cash flow.
$ETH's Gas fees are diverted to L2, weakening the mainnet's value capture. Although EIP-1559 burns fees, the more prosperous L2 becomes, the less burning occurs. Stakers receive issuance and priority fees, but issuance dilutes non-stakers. The cash flow narrative of ETH increasingly requires explanation.
$SOL's fees and MEV go to validators and stakers. Inflation subsidizes validators, diluting ordinary coin holders. The more active the ecosystem, the more validators earn, while coin holders can only wait for price appreciation. It’s more like using inflation to buy security.
On-chain income does not equal token value. The key is not whether the chain is busy, but whether the income returns to the token. Tokens that cannot capture income can only rise based on sentiment and consensus; those that can capture income have a long-term foundation.
So, before asking if the chain is busy, ask whose pocket the money is going into. Are you holding an asset, or fuel working for someone else?
#美国CPI与PPI双超预期，年内能否再加息？
#BTC现货ETF再度净流出，机构买盘能否回暖？
#交易之声：你的经验值得被听到 #奈飞增长或放缓，广告业务成新看点
Netflix's quarterly EPS is highly likely to exceed expectations, but surpassing revenue forecasts will be more challenging.
The core logic is: the company's own guidance ($0.82) is clearly set, and analyst consensus happens to be at or slightly above this level. As long as actual results fall within the guidance range, it is easy to meet or slightly exceed the "consensus" line.
Reasons supporting EPS beating expectations:
· Profit base and margin foundation: Last year's profit margin was dragged down by a one-time tax in Brazil, resulting in a low base, making this quarter's year-over-year profit growth visually impressive. Meanwhile, the company guides Q3 operating margin at 33.2%, basically flat with Q2's actual 33.4%. As long as cost control remains stable, large misses on the profit side are unlikely.
· Price increase effect and advertising buffer: Recent price hikes have not triggered large-scale user churn, and subscription revenue continues to contribute growth. Advertising revenue is progressing as planned (annual target of 3 billion), though not disclosed separately, it at least won't be a drag.
· Analyst expectations have been fully revised down: Over the past 30 days, EPS consensus has slightly dropped from 0.84 to 0.82, partly reflecting a conservative outlook adjustment. The lower the expectations are set, the easier it is to "beat expectations from a low base."I think the market now views Netflix like an old director who has made hit movies for many years.
The audience is still there, advertisers have come, but investors are starting to ask: how many new stories can you still produce?
Q3 revenue is expected to be $12.86 billion, a 12% year-over-year increase; operating margin is expected to be 33.2%, further up from 28.2% in the same period last year.
This shows that Netflix not only wants to rely on subscription fees to support itself but also wants the advertising business to become a new cash machine.
But the problem is also very real: whether advertising can support a second growth curve is the real highlight of this earnings report.
My view is that revenue growth is expected, but the increase in profit margin is what deserves close attention. After all, no matter how good the story is told, the final accounting matters.
In summary, Netflix is transforming from a content provider that sells memberships into an entertainment business that sells both tickets and advertising.
#奈飞增长或放缓，广告业务成新看点 #NetflixQ3AdsAndMargins Bearish on Sony: The PS console is entering the end of its cycle, with hardware sales continuously declining, impairment in game business acquisitions, and exclusive content output falling short of expectations. AI reverse engineering technology is accelerating the breaking of platform barriers like Switch, with emulators and cracking eroding the console ecosystem's moat. Film and television business growth is weak, consumer electronics are shrinking; competition in image sensors is intensifying, and AI deployment is lagging. The group's business is dispersed, capital investment efficiency is low, compounded by exchange rate disturbances, resulting in a lack of strong support for medium- to long-term profitability.#奈飞增长或放缓，广告业务成新看点 Not optimistic #NetflixQ3AdsAndMargins #闪迪存储业务高增长能否延续？
From the trend perspective, $SNDK SanDisk is not very expensive compared to previous highs, but the rise of storage sectors like SanDisk and Hynix relies more on the AI market.
Personally, although AI and other tech stocks have pulled back somewhat, looking back at this AI rally 🚀, the duration hasn't been very long, so waiting at low levels for value to return.
The expansion on the demand side can indirectly stimulate the rise of storage sectors like SanDisk and Hynix.
In the short term, although there is news that ChangXin Memory has made a technological breakthrough, the market worries that prices will drop. In reality, it will still take time and market validation for mass production and manufacturing costs, and it should be noted that ChangXin Memory's breakthrough is for a specific storage technology, not a comprehensive breakthrough. Therefore, storage giants like SanDisk still have certain technological advantages.
Additionally, multiple US storage sectors have declined, which I personally think may be related to market expectations of tightening liquidity. Whether SanDisk's business can maintain high growth is also related to demand and liquidity, so be aware of the risks!
@OKX星球 @八喜Zora_OKX #Netflix growth may slow, advertising business becomes new focus RaizelXbt just made this $BTC intraday short trade, the spike around 9 o'clock exactly triggered the 79868 take profit, entered near 80711, about a thousand points profit.
80711–81063 is a potential bearish retracement zone, the red box (79868–80711) is a sharp drop pressure zone. This kind of "quick spike + weak rebound" structure, if not supported by volume, the rebound is more likely for bears to continue applying pressure. RaizelXbt's shorting logic is still very valuable as a reference.#台积电Q3净利润超预期，盈利创历史新高
TSMC delivered an impressive performance, reflecting the continued strong demand for AI chips and once again proving the importance of advanced process technology in the global semiconductor industry.
Against the backdrop of growing AI computing power demand, TSMC is expected to continue benefiting from industry development thanks to its advanced process and technological advantages.
However, record-breaking results do not necessarily mean the stock price will keep rising. Attention should be paid to whether AI orders can sustain growth, whether capital expenditures will further expand, and whether market valuations have fully priced in future expectations.
Personal view: The long-term logic of the AI industry remains worth watching, but investment decisions should not be based solely on performance; growth sustainability and current stock price rationality are also crucial.
What do you think? Can TSMC's strong performance drive the entire semiconductor sector to continue strengthening?"#奈飞增长或放缓，广告业务成新看点 Netflix's core dilemma: the global paid subscriber base is nearing its ceiling, and subscription revenue growth driven solely by price increases and cracking down on account sharing has clearly slowed down; the advertising business is growing rapidly but still small in scale, representing a "small and fast" second growth curve rather than an engine that can immediately support the overall market.#NetflixQ3AdsAndMargins Netflix's advertising tier continues to grow, but margins remain a key focus. Advertising could become a major revenue driver, but it will take time to scale. Is the ad business truly a second growth pillar, or just a nice add-on?
#NetflixQ3AdsAndMargins#特斯拉交付超预期后盈利修复成焦点
Tesla vehicle deliveries have been announced ahead of schedule and exceeded expectations; however, gross margin, EPS, and free cash flow are very unlikely to beat expectations and may even fall below consensus estimates, which is the biggest current contradiction.
1. Already realized leading data (partially priced in)
• Vehicle deliveries: 486,500 units, consensus expectation 463,800, +5% above expectations; deliveries > production, inventory is being reduced
• Energy storage installations: 13.7 GWh, nearly flat quarter-on-quarter, not impressive, slightly below many sell-side expectations (previously many expected 15 GWh+)
#美国CPI与PPI双超预期，年内能否再加息？ The prices we see now are priced with a 28% probability of a rate hike. The PCE+GDP data is very likely to push the rate hike probability higher. Data still has continuity.#美国CPI与PPI双超预期，年内能否再加息？
US inflation heats up again, with both CPI and PPI exceeding expectations, bringing renewed market focus on the possibility of the Federal Reserve raising interest rates.
CPI reflects the price pressure faced by consumers, while PPI reflects changes in production costs for businesses. Both data points rising simultaneously means inflationary pressure may not only exist on the consumer side but could also further transmit along the industrial chain.
So, will the Federal Reserve raise rates again this year?
The key depends on three signals: whether core inflation continues to rise, whether the labor market remains strong, and whether energy prices can stabilize.
If inflation continues to rebound, the Fed may delay rate cuts or even reconsider raising rates; if inflation is only driven by short-term energy shocks and economic growth begins to slow, the Fed may choose to wait and see.
Personal view: rather than betting on whether the Fed will raise rates immediately, it is more worthwhile to watch if the market’s rate cut expectations are reversing.
If high interest rates persist longer than the market expects, the US dollar, gold, and US stocks could all face new volatility.
Going forward, inflation data and statements from Fed officials will be important variables influencing market trends.
What do you think, will the Fed raise rates again this year? Feel free to share your thoughts in the comments. $STRK Bearish Perspective: Data is more honest than sentiment (￣▽￣)~*
1-hour EMA shows a bearish alignment, trend favors sellers. The long-short ratio is 180%, longs are too crowded, which is often not a good sign. Looking at cost: average long price is 0.0822, average short price is 0.0875, current price is 0.0845. Shorts have about 84% unrealized profit, longs have less than 20% profit left, it's clear who is more anxious (・ω・)ノ