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$NOW reached $225 before crashing down to $80. It is very likely to achieve a 20 to 40 times increase within 2 years. Remember, NVIDIA CEO Jensen Huang and President Trump have both said to buy it. The movements of these stocks are evolving exactly as expected: $DELL from $230 → $430 $INTC from $20 → $130 $SNOW from $121 → $240 $DDOG from $120 → $225 $QCOM from $125 → $250 $ORCL from $138 → $300 (earnings target price) Retweet this tweet and leave a comment, and I will DM you the buying ranges for $ORCL and $DELL.

CNBC's latest interview has directly pushed the bullish market sentiment to a climax. Top investor Tem Lee, who manages $14.2 billion in assets, rarely uses such provocative terms as "the best return period of a lifetime," which often signals that a macro liquidity turning point has officially been triggered. 📈 In macro financial games, smart money often uses mainstream financial media to guide expectations at the most critical moments before favorable policies or major insider news are released. This indicates that upstream supply chain obstacles or geopolitical crises likely already have a closed-door ultimate solution in the eyes of top-tier elites. When capital giants managing tens of billions start abandoning right-side defense and openly turn bullish, the acceleration phase of the trend is usually just ahead. The phase of blind panic is over, the strategic bottoming period of holding core assets firmly has ended, and the core task ahead is to hold steadfastly and patiently await the epic primary rally driven by top institutional consensus to fully erupt. 🎯

This week, $BTC inexplicably slid down continuously to $72,500, and the mystery was finally revealed today. As the monthly options expiry with a large open interest approaches, the derivatives market's intense showdown between bulls and bears has directly locked up spot liquidity. ⚖️ 💡 Personal view: This is not retail behavior at all, but an extremely brutal "maximum pain point" control game between major institutional players. The bears hold overwhelming bearish chips, firmly holding the defensive line at the $74,000 breakeven point. This explains why every bullish rebound surge is ruthlessly targeted and crushed. As the expiry approaches, the hedging buy orders from both sides will be fully unleashed. The spot price at this level will inevitably undergo a severe shakeout and directional choice. Once the "emotional bottom" established by the expiry is confirmed, the passive selling pressure suppressed for a week will transform into fuel for a frenzied rebound.

The AI industry is facing an epic delivery test, where the fervent narratives must ultimately confront harsh financial realities. Recently, clear signals have been sent to the market, including Microsoft cutting internal Claude licensing and Uber absurdly burning through its entire annual AI budget in just 4 months: the cost-cutting and efficiency efforts of large enterprises are evolving into an uncontrollable bottomless pit of expenses. 📊 This is by no means a failure of AI technology, but rather a hard landing caused by traditional software subscription models clashing with the "pay-per-Token" metering system. When Fortune 20 companies and other giants realize that computing power bills even exceed labor costs, and they cannot prove ROI (Return on Investment) to consumers in the short term, CFOs will inevitably launch a ruthless comprehensive audit. The near halving of H200 computing power rental fees (from $7 down to $4) shows that real demand in the primary market is already accelerating its decline. Wall Street is still indulging in the illusion of soaring computing power, but when this wave of refined regulatory "supply cuts" reflects in the second half financial reports, a chain reaction of valuation corrections will be unavoidable.

This is absolutely a nuclear-level scene that all of Wall Street is holding its breath for today! Trump chose to sign an emergency executive order at 3:30 PM Eastern Time, a highly sensitive golden period for late trading. According to his usual style, without an absolutely super positive catalyst, he would never make such a big bet so conspicuously before the close. Currently, market expectations are sharply focused on the long-awaited US-Iran peace memorandum. Once the peace agreement is sealed, not only will the geopolitical black swan that has been tense for three months instantly dissipate, but the reopening of the Strait of Hormuz will directly activate a global risk asset buying frenzy. This is a textbook signal of liquidity sprouting in a drought. Smart money will definitely flip from short to long crazily at this point. The long-anticipated last-ditch counterattack by the bulls has already begun. Before the boot drops, hold firmly onto your core chips and await the big global risk asset gift package. 📈 $BTC

In the current phase of consolidation and shakeout, what is most needed is top-level strategic composure. Short-term fluctuations are merely the main forces clearing out speculative positions ahead of the primary upward wave. Looking further ahead, the ultimate picture of this cycle is just beginning to unfold. The current macro pullback is only a temporary buildup; the true frenzy of this cycle has yet to arrive. As long as you hold onto your core assets, the super bull market scenario where $BTC targets $200,000, ETH breaks $10,000, and SOL surges to $800 is far from a fantasy. The comprehensive liquidation of shorts in altcoins and the ensuing widespread bloom is only a matter of time. The darkness before dawn is the hardest to endure. Control your impulses, maintain enough patience, and the epic dividends belonging to long-term believers will eventually be realized. $BTC

The market panics at the sight of large transfers. Lookonchain detected MicroStrategy transferring 411.48 $BTC (about 30.34 million USD) to Coinbase Prime, causing many to shout "Diamond hands sellers are about to dump." But a calm analysis shows MicroStrategy holds over 840,000 bitcoins, and this transfer of just 30 million dollars accounts for only about 0.003% of its massive position. Movements of this scale are most likely for routine corporate operations or liquidity management related to recent interest payments, and do not constitute a so-called "selling wave." The main position remains rock solid; there is no need to panic and sell off chips over such minor fluctuations before any real institutional sell orders appear. $BTC

🚨Don't let panic selling blind you. The millions of dollars in continuous sell orders per minute on major exchanges are actually the market urgently pricing in the rekindling of Middle East conflicts and the sell-off of U.S. debt. With BlackRock IBIT recording the largest single-day net outflow recently, $BTC has once again been forcibly pushed below $73,000. As macro liquidity tightens comprehensively, any slight disturbance instantly amplifies the leverage market's stampede effect. This is not some coordinated short-selling conspiracy by exchanges, but a standard flight to safety by major capital. In the short term, holding the $70k psychological level has become the bulls' last line of defense. If this line is breached, a deeper technical correction will be inevitable.

Those who are desperately rushing in to catch the falling US stocks right now truly have guts. The current macro liquidity has reached its most fragile critical point, with major funds frantically cashing out and retreating. At this time, recklessly charging forward is simply fueling the bull trap's meat grinder. Don't be blinded by short-term bullish rebounds; blindly building positions now will most likely lead to crashing into this year's most devastating cliff-like plunge. Before systemic risks are fully released, watch more and act less—preserving your principal is the only truth.

Over the past 7 months, $BTC has actually been locked into an extremely consistent downward iron law. From 126K crashing down to 87K, then briefly rebounding to 97K before sharply breaking down to 62K, the market has shown a classic stair-step collapse. Each rebound peak has been progressively lower, and the bulls' resistance has weakened more and more with each attempt. This time, near 82K, the bulls were completely powerless, and the spike followed by a drop happened almost instantly. This is not an ordinary correction; it is a liquidity exhaustion before the end of this cycle. My personal analysis is that the final strategic bottom will be officially hammered out in October, which will be the ultimate liquidation point of this cycle. In the past 15 years, from the iron bottom at 16K to the absolute peak at 126K, my macro predictions have never failed. Click follow and turn on notifications; I will reveal the strongest turning point for bottom-fishing this October at the first opportunity.