投机实验室
投机实验室
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我要验牌。
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How to talk about the claim that weight loss injections cause blindness?
On the same day the FDA said weight loss injections might harm the eyes, Eli Lilly's stock closed up 4.3%, showing the market clearly didn't take this warning seriously 😂
On November 9, the FDA required all GLP-1 class drugs—including semaglutide, tirzepatide, and Eli Lilly's newly approved weight loss pills this year—to update their labels to include a risk of the rare eye disease NAION, which in severe cases can cause permanent vision loss in one eye.
On the same day, Eli Lilly issued a press release reporting that in a Phase 3 trial of their weight loss pill Foundayo, occurrences of sleep apnea dropped by over 40%, and they plan to apply to the FDA for this new indication before the end of the year.
Novo Nordisk's stock also rose 2.7% that day.
The FDA's warning added to the drug labels is not the highest-level black box warning.
I translated the FDA's original announcement: according to FDA data, among 78,000 people who received injections, only 10 cases were identified, based on a summary of 126 clinical trials.
The European Medicines Agency included this disease in the semaglutide label last June, marking it as very rare—at most one in ten thousand.
The FDA's advice for injection users is that if you have had this disease before, consult your doctor about whether to continue the injections.
Just over 20 years old and already this impressive!! JJ Simon, a finance guy from the University of Washington, used $5,000 won from playing poker to trade, and in just over a year made more than $1.8 million, equivalent to over 10 million RMB. I've exposed his strategy!!
American trader JJ Simon, just in his early twenties, has earned over 1.8 million USD, equivalent to more than 12 million RMB, all within just over a year. According to him, this money is all profit sharing from his proprietary trading firm. He started with only 5,000 USD, which he won playing poker while in college. He made a lot of money, but also spent a lot. Just on paying for assessments to get accounts, he spent over 500,000 USD, and the risks remain high. He graduated from the University of Washington in 2025, majoring in computational finance, and was an honors graduate. He says that his trading is based on what he learned in college, so he is professionally trained. Simply put, he mechanically applies that knowledge to the K-line charts. The only instrument he trades is Nasdaq futures, and he only looks at the one-minute chart, with no indicators on the chart. The one-minute chart moves very fast, so he doesn't need those. When to enter, how much profit to take, and how much loss to cut are all fixed. His trading logic is: after a large wave of buy and sell orders pushes the price out, it will sooner or later return to a fair price. For example, at 9:30 AM New York time when the market opens, overnight orders and large institutional orders flood in together, and the price often overshoots on the first move. He calls the price at the moment of the open the "fair price," meaning the fair value. The farther the price overshoots, the more profit can be made by trading back toward it. So for each time period, his approach is: first set the fair price, make a trade in the direction of the open, then wait for signals to trade back toward the fair price. First, how to set the fair price. On normal days, he uses the 9:30 AM opening price. He
Last week everyone was mocking Korean retail investors, but last night they won, no need to go to the rooftop.
They dumped $1.6 billion into bottom-fishing SOXL over the week, and last night it surged 22%🤑
SOXL is a triple-leveraged ETF for semiconductor stocks. Last Thursday it dropped nearly 40% in one day, and that was exactly when Korean retail investors jumped in. Last night, FIH (fee half) rose nearly 7%, and SOXL closed at $56. Counting from last Thursday's close, it has gained back nearly 40% in two days.
This morning, the Korean stock market also opened sharply higher, with KOSPI up 4.5% at the open.
But this rally only saved those who bottom-fished last week.
In mid-October, Korean retail investors poured over $2.5 billion into SOXL. That week, SOXL fluctuated between the 90s and 130s. Based on last night's close, those who bought that week are still down 40% to nearly 60%.
From the early October level of over 150, SOXL needs to rise another 170% to break even..
Among the 30 stocks in the US chip ETF, 29 rose tonight, with only Nvidia falling 😂
The biggest gainer was Astera Labs, up 12%, and AMD rose 9%.
Nvidia dropped more than 4%, losing nearly $200 billion in market value overnight, while AMD gained almost $70 billion.
The Nasdaq also rose 2.7%. It seems the money hasn't left the chip sector, just shifted from Nvidia to others.
On the first day of the short-selling restriction, the Taiwan stock market rose nearly 5%, while foreign investors directly sold 90 billion TWD 😂
Last April, when the same short-selling restriction was implemented, the Taiwan stock market dropped nearly 10% on the first day, and foreign investors even bought 16.8 billion that day.
I just checked the three major institutional investors data released by the Taiwan Stock Exchange; today, only local Taiwanese funds had net purchases of 26.7 billion, while proprietary trading desks of brokerages were selling, with the three combined having a net sale of 94.5 billion.
The short-selling restriction controls borrowed stocks, cutting the quota for short-selling on borrowed shares by 90%, and raising the margin requirement for short sales to 130%. Foreign investors selling their own stocks, which do not require borrowing, are not affected.
Including last week, foreign investors have sold over 610 billion in the Taiwan stock market over 6 trading days.
The 94.5 billion worth of stocks sold were all picked up by retail investors and money outside the three major institutional investors.
Do you dare to chase this bullish candlestick? 🥲
The name Huang Le was written in a report shorting Nvidia half a year ago, item 9. That post has been viewed by nearly 1 million people now, and Nvidia's stock rose 4% the next day 😂
In the early morning of May 14, the short-selling firm Culper posted 17 tweets on X, saying Nvidia's business with China has not disappeared at all; more than 20% of its computing power revenue still comes from China, routed through intermediaries in Southeast Asia.
Item 3 says Nvidia gave Megaspeed a guarantee, stating there are no Chinese shareholders and no transshipment. Documents uncovered by Culper show that Megaspeed's funds come from Alibaba through a Singapore shell company.
Item 4 shows Megaspeed's accounts, with assets growing from $33 million to $3 billion in one year.
Item 9 points to Huang Le: Old Huang and her threw a party together in June 2024, and in May 2025, right after the US tightened export controls, the two had dinner together again.
Item 10 is more detailed; Megaspeed employees say that every time Old Huang visits them, people from Alibaba come along.
The night before the report was released, Old Huang boarded Air Force One in Alaska and went to Beijing with Trump.
Half a year later, Nvidia's board launched an independent investigation on its own..
Huang admitted to an extramarital affair, and Nvidia perpetual contracts on OKX dropped nearly 4%, but when the Taiwan stock market opened today, Hon Hai, which assembles AI servers for Nvidia, surged nearly 6%🧐
Within half an hour of the open, Hon Hai recovered all the losses from Friday, and the entire Taiwan stock market rose more than 1,200 points.
Everyone outside was shouting that Asia would be hit by Huang on Monday, but Nvidia itself is falling while its Taiwanese supply chain is rising.
Just look at the timing to understand.
The Taiwan stock market closed at 1:30 PM on Friday, that evening the Philadelphia Semiconductor Index rose 4.2%, and TSMC ADR rose 6.3%. Today’s Taiwan stock market is making up for that night.
Huang’s admission of guilt and the board’s investigation were both announced at 4 AM today, and Nvidia’s stock hasn’t traded even once since then.
The perpetual contract on OKX is now around 180, with funding rates turning negative, meaning shorts are paying longs.
The US stock market opens at 10:30 PM tonight. If Nvidia really opens 4% lower, how much of this 1,200-point gain in Taiwan stocks will remain tomorrow...
Kimchi, who made $40 million by stripping everything!! A single poster caused the coin price to drop 96% in 6 minutes, signed by the coin issuance platform as a front figure, and trouble happened just two days later!
The legendary crypto influencer Kimchi, who reportedly made $40 million in a single trade, was signed by the token issuance platform Pump.fun as their face, but trouble arose just two days later. His account posted a poster of a coin on the streets of New York, showing that the coin's market cap surged to $15 million in six and a half minutes, then dropped 96% in less than two minutes. Even stranger, 40 minutes before the poster was posted, wallets had already bought this coin. In total, 30 wallets started selling immediately after the poster was released, and within 20 minutes, almost all were sold, making over $300,000. Less than a minute after the poster was posted, the issuer transferred half of the total supply—500 million coins—into Kimchi's wallet on Pump. The first to claim his account was hacked was the show that originally created his story. And the $40 million profit story on him has never been seen in actual trading from start to finish. On-chain analysis firm Bubblemaps traced his wallet and only found $6 million. A hype figure who was never verified was signed by the platform, then used to issue several coins, and in the end, no one knows whose pocket the money went into. Kimchi is a trader on Solana who specializes in new coin launches, specifically grabbing newly issued meme coins for quick in-and-out trades. In 2024, he posted a wallet address on X himself, which on-chain analysts later examined. In May that year, a coin was just issued, and he spent $500 buying it within a minute, then sold it for over $44,000 in just over an hour. Forty million this
