$NVIDIA (NVDA.US)$ Jensen Huang joins Trump's China trip — U.S. clears 10 Chinese firms to buy Nvidia's H200 AI chips. Huang is in Beijing seeking a breakthrough this week.
🇺🇸 U.S. Tickers to Watch:
1. $NVIDIA (NVDA.US)$ — Direct beneficiary of China chip sales unlock
2. $Advanced Micro Devices (AMD.US)$ — AI chip rival, rides the sentiment wave
3. $Qualcomm (QCOM.US)$ — China mobile/AI exposure
🇨🇳 China/Asia Tickers to ...

$CoreWeave (CRWV.US)$ 1. Korea's circuit breaker is an 'emotional bomb,' not a 'fundamental nuclear bomb'!
• The KOSPI circuit breaker and Samsung's 10% plunge happened because of supply chain panic caused by strikes.
• But look closely: CRWV holds physical computing assets, including NVIDIA’s scarcest GPU production capacity. A storage supply disruption will only make computing power more expensive and scarce! The current sell-off is entirely an 'overcorrection' driven by negative sentiment, targeting the heart of physical AI.
2. Breaking down the $107-$108 battle: Market makers are in their death throes!
• Why is the fight so fierce here? Because yesterday’s massive $22 million call option order (strike price $120) at $114.55 has sent the market makers (large blue-chip manipulators) into a panic.
• They’re exploiting the uncertainty surrounding Warsh’s appointment as the new Fed chair, aggressively stomping below $110 to neutralize bullish positions at the $107 Delta hedging critical point. This isn’t a retreat—it’s an artificial sell-off designed to crush options!
3. Warsh’s debut is about legitimizing 'hard assets'!
• Although the new Fed chair brings some volatility, his focus on economic vitality is certain. When bubbles burst, funds will flow towards assets with $994 billion...

$CoreWeave (CRWV.US)$ Under what circumstances did it drop so quickly

$Alibaba (BABA.US)$ any buyers left?

$CoreWeave (CRWV.US)$ Gang Gang adds a position, entered at 116.3

$Alibaba (BABA.US)$ Keep it up, keep it up, let’s see some gains!

$Alibaba (BABA.US)$ It's about to take off, hurry up and join while there’s still time

$CoreWeave (CRWV.US)$ Instead of focusing on the fluctuations around 106, it's better to look at the average transaction price of 109.71 for the entire day. Closing above 112 again means that most of the capital involved in today’s trading has turned into floating profits. In a weak broader market, being able to precisely pull back from a psychological level like 106 is not something retail investors could do; it shows institutional players are systematically clearing out panic selling.
2. Declining volume is a signal of improving chip structure
Today’s trading volume contracted to around $1.8 billion, which is an excellent cooling signal compared to previous overheated conditions. The decline in turnover rate indicates that 'those who wanted to sell have already sold,' and those remaining are firm holders locking their positions. Selling pressure is diminishing, while the core investment thesis remains unchanged.
3. Rhythm control: Pressing rather than dumping
Today’s movement resembles precise 'rhythm control.' Major players used the broader market weakness to keep prices in check, repeatedly testing the patience of short-term traders around the 110 midpoint. This operation of fighting while simultaneously accumulating at key levels is building momentum for the next ±15% breakout.
4. Sector consensus: Value reversion of physical infrastructure
The performance of NBIS clearly shows that the cash-out logic of the AI computing power sector is being aggressively validated by the market. As the core player with significant revenue backlog and power resources, every 'volume contraction pullback' for CRWV is reinforcing the foundation for future gains.
Conclusion:
Bulls have already completed...

$Roundhill Memory ETF (DRAM.US)$ Have you added to your positions, friends?