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#BTC #ETH Criticism aside, Bitcoin is still something we can't give up, just like a mother's love for us. In the past two months, Bitcoin has mostly been on the rise, but the returns are much lower compared to before. Let's review the reasons: First, the movement hasn't been smooth enough. Second, the faith in the short-term bottom isn't strong enough; being bullish means going against the crowd. Third, the performance of the U.S. stock market has been too good, leading to a decrease in focus on Bitcoin. Signal strength is at B level, not particularly strong. However, the framework structure will also break through by today's close. This long position can be held.

Every flower that blooms takes time. Every achievement requires going through a process. Everyone's growth also requires experience. Every setback in trading is a necessary part of our growth into a towering tree.

#BTC #SNDK #USStocks #Intel A sigh, Bitcoin is really not going anywhere, completely lacking any profit effect; the only time money was made this year was during that smooth decline at the beginning of the year. Comparing to the entire 26-year trend of US stocks. From the data monitored by Dongbi Cat, both the returns and signal strength have been directly pulled to the top-tier S level. In the past month: Since going long on SanDisk, it has risen over 80%. Since going long on Google, it has risen over 27%. Since going long on Micron, it has risen over 30%. Since going long on Intel, it has risen over 121%. ........................................................................ ........................................................................ Men fear choosing the wrong career, women fear marrying the wrong man. Brothers, direction is more important than effort.

The highest wisdom after reaching middle age 1. Respect every frog and its well 2. Do not show off 3. Take care of your health 4. Do not complain 5. Do not expose others 6. Do not overestimate your position in others' hearts 7. Do not have expectations of anyone 8. Things will go smoothly if you take your time 9. Go with the flow 10. Actively teach others; teaching for free can lead to enmity 11. Many things are not purely black or white; most of the time, they are gray 12. In life, only four things truly belong to you: a healthy and active body, freely flowing emotions, disposable money, and time to squander.

#GOOG Google's revenue is $109.9 billion (+22%), EPS $5.11 exceeding 93%, Google Cloud +63%, cloud business backlog $460 billion (previous quarter was only $240 billion, doubling in a single quarter) Performance exceeded expectations, with significant increases in cloud AI business, revenue, and profits, and advertising business also saw a substantial increase, far exceeding analyst expectations. The investment in AI has not been disproven, there is real demand, and it is accelerating. The strong breakout trend has clearly expressed the bullish sentiment. The images show references for the first gap up and the second gap up. Invest in the right track, put it in places that truly make money.

#BTC #USStocks #Gold #Silver Happy holidays, brothers! No live stream today, let's enjoy the holiday and remember that trading isn't everything. Trading Update: The current crypto market is quite dull; let's see if there will be a significant shift after the May Day holiday. The short positions I hold haven't made much profit (sad 😔). Continue to hold the short positions in gold and silver as per the previous live stream. The long positions in crude oil are also still held. A strong trend is occurring in the AI sector of the US stock market. Last night's earnings reports from the four major tech companies continue to fuel expectations for an AI sector rally. Among them, AI-related stocks like AMD, Google, Intel, SanDisk, and Western Digital have all broken through, and as long as the trend remains unchanged, I will continue to hold. In human history, we are witnessing the spectacle of silicon-based life defeating carbon-based life.

#AI #US_Stocks Microsoft, Google, Meta, and Amazon all released their earnings reports last night, officially confirming the AI capital expenditure race at a new level. Cross-section (Q1 data): Microsoft revenue $82.9 billion (+18%), EPS $4.27 exceeding by 5%, AI business ARR has reached $37 billion (YoY +123%), Microsoft Cloud +29%. Google revenue $109.9 billion (+22%), EPS $5.11 exceeding by 93%, Google Cloud +63%, cloud business backlog $46 billion (previous quarter only $24 billion, doubling in a single quarter). Meta revenue $56.3 billion (+33%, the largest single-quarter YoY increase in recent years), EPS $10.44, DAU 3.56 billion. Amazon revenue $181.5 billion (+17%), EPS $2.78, AWS +28% (the fastest in 15 quarters), ARR $150 billion. But what really exploded is the capex. The capital expenditure guidance for 2026 provided by the four companies: Microsoft $190 billion, Google $180-190 billion, Meta $125-145 billion, Amazon estimated $130 billion+. Totaling $625-655 billion. In comparison, the total global data center capex for 2024 is about $300 billion. In just one year, these four companies have more than doubled the global data center investment. Where is this money flowing? GPU computing power accounts for about half (NVDA $300 billion+, AVGO ASIC $50 billion); network interconnect 10-15% (CIEN/ANET/COHR); HBM memory 10-12% (SK Hynix, Micron); storage (Seagate/Western Digital/SanDisk); packaging foundry (TSMC, Intel 18A, Applied Materials); power cooling (Bloom Energy, Vertiv, Eaton); data center real estate (Equinix, Digital Realty). NVDA will release Q1 FY27 earnings report on May 20, with current expectations of EPS $1.76, revenue $78 billion. These four companies along with Oracle account for about 80% of NVDA's data center revenue. All four major clients are saying they want to increase capex by 50%, and a beat-and-raise is almost a default outcome.

Duan Yongping: I planned to buy 2 million shares, but only bought 200,000, and the price went up. Is it regrettable? Of course. But is it important? Not really. Munger also admits: If only I had bought 2 billion shares of Coca-Cola, but I only bought 1 billion, that was a big mistake, a regret. But is it important? Actually, not really. Don't let a missed opportunity become a shadow over your life. The greatest skill in investing is to earn money while carrying regrets.

#BTC #ETH The framework structure has been maintained for three months. For the past month, it has been rising slowly along the channel. A very standard technical analysis approach. However, last night's bearish candlestick basically declared the failure of the upward trend in the channel; the pressure at the 80,000 level is greater than I imagined. They said they would crush the shorts. The result is, the bulls are not doing well, and the bears are not doing well either. The negative funding rate has been maintained for nearly a month, and the bears are still holding strong. Since the bulls have exhausted themselves, let's wait and see how the bears will exert their strength.