$Circle (CRCL.US)$
Breaking News
In Abu Dhabi, United Arab Emirates (UAE), the major stablecoins USDC (issued by Circle) and USDT (issued by Tether) have successively obtained approval from financial regulatory authorities. This represents significant positive news for both companies and the cryptocurrency industry as a whole.
Below is a summary of the key points.
📜 Content of the Approval
• Approval of USDC & USDT: The Financial Services Regulatory Authority (FSRA) of the Abu Dhabi Global Market (ADGM) has officially recognized USDC and USDT as "Approved Fiat-Referenced Tokens." This allows regulated financial institutions and businesses within ADGM to legally use these stablecoins.
• Circle’s Additional Advantages: Circle, the issuer of USDC, has also obtained a "Financial Services Permission (FSP)" license from ADGM. With this license, Circle can now provide a broader range of services in Abu Dhabi, including wallets, payments, and custody (asset management), moving beyond just stablecoin operations...

$NVIDIA (NVDA.US)$
According to the FT,
• Regarding the NVIDIA H200 chips acquired by Chinese companies (subject to export licensing),
• Restrictions have been imposed on cloud access, remote access, and usage.
• Specifically,
• Restrictions on training-related usage,
• Restrictions on remote connections to overseas data centers,
• Measures to prevent repurposing for military or state-related applications,
indicate that practical 'usage constraints' have effectively been implemented.
The crux of the matter is that while the chips themselves will be shipped, they will not offer full performance or unrestricted usage.
⸻
Why the 'access restrictions'?
1. The U.S. government’s “countermeasure against loopholes”
In the past,
• Chips exported to China with reduced performance,
• Which were then fully utilized in practice via overseas cloud services,
were cases that had occurred, hence,
✅ Policies have evolved to regulate not only the “hardware” but also its “usage.”
⸻
2. NVIDIA’s own compliance measures
NVIDIA, on its part,
• License terms
• Firmware control
• Usage audits
is taking preemptive measures in areas such as
to avoid a complete shutdown in the event of issues.
⸻
China...

$Circle (CRCL.US)$
I believe that the price movement after the IPO will not immediately reverse in a V-shaped recovery after hitting the bottom (CRCL at $65), but will instead experience another two fluctuations before entering a sustained upward trend (note that implied volatility is extremely low).
When an upward trend begins, observing the minute-by-minute chart 📈 will reveal increased resilience, with declines coming to a halt.
Although I am still considering this, if I intend to allocate CRCL to the 2026 New NISA, I will wait for prices to stabilize after the initial decline before the upward trend begins. Additionally, I will delay selling the specific lot until there is a particularly sharp rise during the upward trend, which will complete the transition from the specific account to the New NISA.

$Astera Labs (ALAB.US)$
Over the past two to three days, there has been a rather rapid increase, which seems excessive. Additionally, based on the historical context, I believe the range of $170 to $180 will be quite challenging to break through.

$Astera Labs (ALAB.US)$
The stock surged +9% yesterday 🚀, but then declined after-hours; however, no negative factors have emerged.
The ultra-aggressive Loves continues to have good earnings with Light Solutions and is expected to reach $500 by 2026. My holdings (acquired at $38) will exceed a 10-bagger and achieve FIRE🔥.

$NVIDIA (NVDA.US)$
トランプ大統領がNvidiaのH200 GPUの中国への販売を承認したと述べたことを受けて、 Nvidia (NVDA ), AMD ( AMD )、Intel (INTCThe stock price of ) in after-hours trading on Mondayrose.。
Mr. Trump stated in a post on Truth Social, "The U.S. has informed President Xi Jinping of China that NVIDIA will be permitted to ship its H200 products to approved customers in China and other countries, subject to stringent national security safeguards." He added, "President Xi gave us a positive response! [25%] will be paid to the United States. This policy will support American jobs, strengthen U.S. manufacturing, and benefit American taxpayers."
Mr. Trump continued, "The Department of Commerce is finalizing the details, and the same approach will likely apply to AMD, Intel, and other great American companies."
Nvidia's stock price isIncreased by 2%, while AMD1.8%, Intel isSlightly up...