投机实验室
投机实验室
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我要验牌。
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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
I have mastered the top strategy of the millionaire influencer trader Umar Ashraf! A top trader who earned $5.54 million in one year with total profits exceeding $15 million!!
American trader Umar Ashraf is extremely popular. In a trading show, he competed against 15 losing traders, attracting 2 million viewers, and the ratings skyrocketed. He himself is also a very successful trader with over one million followers online. In 2021, he earned $5.54 million from just one account, equivalent to 37 million RMB. This was recorded as he logged into his brokerage account on camera. He said that including other accounts, he earned over $7 million that year, and his total profit has now exceeded $15 million. He started trading at 18 years old in 2013 and has been trading for over thirteen years. As his capital increased, he increasingly pursued profit stability. Now, he places orders no more than ten days a month and finishes trading just over an hour after the market opens each day. His signature strategy is called the early session top reversal, which involves waiting for the price to surge at the open, and when it can no longer push higher, he shorts. Few people know this strategy, and he has only explained it twice. In 2023, he discussed it on his own channel, and in 2025, he explained it again from the beginning on another show. It's a simple and effective strategy, and I will now share it with you all. His trading logic is: for the price to rise, there must always be buyers competing to buy. If the price is still rising but fewer people are competing to buy, this rally will quickly lose momentum. When it reaches a level where there are always sellers above, it is easy for the price to be pushed down. Therefore, he does not rush to place orders at the open; he first lets the price surge to see if others follow to buy. If no one follows, and sellers appear at the top, then
