赴星
赴星
囤囤鼠，随缘开单，赚了就跑，亏了装死。
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Micron's earnings report is coming. Whether this AI storage boom can deliver depends on this one move.
Brothers, after the market closes on September 30, Micron $MU will deliver its report. I checked the data, and this stock has been quite stable recently. The current price is around 1090, up more than 8 points in 7 days, and up 18% in 30 days. It rose slightly by 0.4% today, but what's interesting is the capital flow—looking at the 5-minute level just now, there was a net outflow of 10.19 xMU, with large and extra-large orders moving out. This indicates that some people are taking profits early and don't dare to hold through the earnings report. But the fundamentals are really strong. Last quarter, Micron's revenue hit a record, and for Q4, they guided revenue around $50 billion with a gross margin of about 86%. The market is even more optimistic now; some are directly forecasting next quarter's revenue to be between $58 billion and $59 billion. Why such confidence? Because AI servers' demand for HBM and DRAM is still exploding. Goldman Sachs expects the top five tech companies' capital expenditures to reach $1.2 trillion by 2027. That number sounds crazy, but companies like Nvidia and Anthropic are racing to expand computing power, and memory chips are a critical bottleneck. So the question now isn't "Is demand good?" but "Can Micron turn this demand into real cash?" Can prices for HBM, DRAM, and NAND continue to rise? Can production capacity keep up? Is management optimistic or cautious about supply next year? These are the key points to watch after the market closes on the 30th. Back to my own strategy. In this kind of pre-earnings market, I usually don't bet heavily on direction. I've suffered losses before—betting on earnings beating expectations, only to see the stock price move the opposite way when the numbers came out. So currently
Aave now supports US stock collateral, and AAVE surged directly to 154, this is bigger than expected.
Aave V4 officially launched tokenized stock collateral lending on September 25.
Eligible users can use 7 types of tokenized US stocks as collateral to borrow USDC. The first batch covers Apple, Amazon, Google, Meta, Microsoft, Nvidia, and Tesla. The initial collateral limit totals about $29 million.
What does this mean?
Previously, tokenized US stocks were mainly used for "on-chain holding and trading," basically just buying and holding. Now Aave has integrated it into DeFi lending, allowing stocks to be used as collateral to borrow money. This means US stocks on-chain have transformed from "assets" into "interest-bearing collateral."
The timing is also very apt, as the SEC has just granted a temporary innovation exemption for on-chain trading of eligible tokenized US stocks. This means regulation and infrastructure have both taken a step forward simultaneously.
AAVE surged directly to 154.59, up 3.45% in one day, 8.4% in 7 days, over 20% in 30 days, and 73% in 90 days. On the 4-hour chart, it rose from around 113 all the way to 156.71, with all moving averages in bullish alignment, showing a very strong trend.
This is a solid business growth for Aave itself. With more types of collateral coming in, lending demand and protocol revenue will both increase. The more profound impact is that traditional stocks are becoming true on-chain financial assets. If this narrative succeeds, the wall between traditional finance and DeFi will be completely broken down.
From -32% to +51%, this Martingale strategy finally made me proud
A couple of days ago, I posted complaining that this $SOXL Martingale was floating at a 20% loss. Looking at that continuously downward curve, honestly, it was quite painful. But today, looking again, it has made a dramatic rebound.
This position has been running for almost three days, and now the total profit has reached +51%. The arbitrage profit has also exceeded 56%, and the overall profit buffer is quite substantial. Although there is still some floating drawdown, it doesn't have much impact. Also, luck was on my side; I used less than half of the maximum additional position quota, and the average holding cost has been ground down, just a little distance away from the take-profit price.
This is the most authentic aspect of Martingale: it doesn't talk about fundamentals, nor does it look at K-lines. It just stubbornly fights through the oscillations, repeatedly selling high and buying low within the range, grinding the cost down bit by bit.
Reviewing these days, the biggest insight is: when playing grid and Martingale strategies, you really can't watch the market every day. Watching too much makes your hands itchy and tempts you to intervene manually. As long as the underlying asset's fundamentals are not broken, set your take-profit and stop-loss, and let it run on its own; most likely, it will perform better than our random operations.
Next, just wait for it to slowly grind to trigger the take-profit line. No rush, let the bullet fly a little longer.
#BTC现货ETF连续6日吸金超28亿美元