https://www.bullsignal.net/en/posts/ Recent content in Market Articles on BullSignal | Global Market Intelligence Hugo -- 0.154.5 en Sun, 06 Sep 2026 01:55:10 +0800 https://www.bullsignal.net/en/posts/20260906_015510/ Sun, 06 Sep 2026 01:55:10 +0800 https://www.bullsignal.net/en/posts/20260906_015510/ Nvidia’s outperformance relative to its chip-industry peers over the past two months has begun to gain a narrative foundation from the rollout of new products. https://www.bullsignal.net/en/posts/20260905_205505/ Sat, 05 Sep 2026 20:55:05 +0800 https://www.bullsignal.net/en/posts/20260905_205505/ The commercial threshold for robotaxis may not necessarily be reducing the cost per mile to USD 0.25. https://www.bullsignal.net/en/posts/20260904_092257/ Fri, 04 Sep 2026 09:22:57 +0800 https://www.bullsignal.net/en/posts/20260904_092257/ The supply response in the AI chip supply chain is extending from HBM to advanced packaging substrates. https://www.bullsignal.net/en/posts/20260903_102356/ Thu, 03 Sep 2026 10:23:56 +0800 https://www.bullsignal.net/en/posts/20260903_102356/ The supply constraints for AI chips appear to extend not only to advanced process manufacturing, but also to testing. https://www.bullsignal.net/en/posts/20260903_054513/ Thu, 03 Sep 2026 05:45:13 +0800 https://www.bullsignal.net/en/posts/20260903_054513/ CrowdStrike is attempting to extend Falcon from a traditional endpoint security platform into the security and execution layer for AI agents. https://www.bullsignal.net/en/posts/20260903_014513/ Thu, 03 Sep 2026 01:45:13 +0800 https://www.bullsignal.net/en/posts/20260903_014513/ New demand for AI servers may be shifting from the training side to the inference side. https://www.bullsignal.net/en/posts/20260901_131727/ Tue, 01 Sep 2026 13:17:27 +0800 https://www.bullsignal.net/en/posts/20260901_131727/ MediaTek’s USD 3.9 billion convertible bond financing has pushed NVIDIA and Google further along the partnership chain to become direct investors. https://www.bullsignal.net/en/posts/20260901_010727/ Tue, 01 Sep 2026 01:07:27 +0800 https://www.bullsignal.net/en/posts/20260901_010727/ Saudi Arabia's AI infrastructure buildout is shifting from single-accelerator procurement toward long-term capacity deployment involving cloud, chip, and net... https://www.bullsignal.net/en/posts/20260831_210304/ Mon, 31 Aug 2026 21:03:04 +0800 https://www.bullsignal.net/en/posts/20260831_210304/ Memory supply tightness may no longer be limited to the high-bandwidth memory required for AI. https://www.bullsignal.net/en/posts/20260831_113707/ Mon, 31 Aug 2026 11:37:07 +0800 https://www.bullsignal.net/en/posts/20260831_113707/ If the value of Rubin platform servers rises significantly, HBM4 will no longer be just a single component, but may become a delivery constraint on whether c... https://www.bullsignal.net/en/posts/20260831_023503/ Mon, 31 Aug 2026 02:35:03 +0800 https://www.bullsignal.net/en/posts/20260831_023503/ NVIDIA’s single-quarter supply commitments reportedly rose from USD 119 billion to USD 279 billion, with memory procurement considered an important component. https://www.bullsignal.net/en/posts/20260830_202034/ Sun, 30 Aug 2026 20:20:34 +0800 https://www.bullsignal.net/en/posts/20260830_202034/ The near-term bottleneck for AI infrastructure may no longer be solely whether chips can be delivered, but whether equipment can actually be powered on and o... https://www.bullsignal.net/en/posts/20260830_105014/ Sun, 30 Aug 2026 10:50:14 +0800 https://www.bullsignal.net/en/posts/20260830_105014/ Markets need to distinguish between “underground reserves” and “supply that can reach the market right now. https://www.bullsignal.net/en/posts/20260829_224014/ Sat, 29 Aug 2026 22:40:14 +0800 https://www.bullsignal.net/en/posts/20260829_224014/ The market narrative of “strong indexes, weak breadth, and reliance on a handful of heavily weighted technology stocks” has recently encountered structural c... https://www.bullsignal.net/en/posts/20260829_092514/ Sat, 29 Aug 2026 09:25:14 +0800 https://www.bullsignal.net/en/posts/20260829_092514/ Relative performance between software and semiconductors is changing. The software ETF IGV hit a year-to-date high that day and turned positive for the year;... https://www.bullsignal.net/en/posts/20260829_052514/ Sat, 29 Aug 2026 05:25:14 +0800 https://www.bullsignal.net/en/posts/20260829_052514/ After Warsh's remarks, the 10-year U.S. Treasury yield moved higher, and selling pressure is no longer confined to semiconductors but has spread to various h... https://www.bullsignal.net/en/posts/20260828_212032/ Fri, 28 Aug 2026 21:20:32 +0800 https://www.bullsignal.net/en/posts/20260828_212032/ The equal-weight software index is close to setting an all-time high monthly close, which is more noteworthy than gains in a small number of large software s... https://www.bullsignal.net/en/posts/20260828_143455/ Fri, 28 Aug 2026 14:34:55 +0800 https://www.bullsignal.net/en/posts/20260828_143455/ The focus of Marvell's latest earnings is not merely that quarterly figures came in slightly above expectations, but that growth in its data center business... https://www.bullsignal.net/en/posts/20260828_022518/ Fri, 28 Aug 2026 02:25:18 +0800 https://www.bullsignal.net/en/posts/20260828_022518/ Salesforce rose nearly 21% after its earnings report, returning above $250, marking its best single-day performance since 2020. https://www.bullsignal.net/en/posts/20260827_222038/ Thu, 27 Aug 2026 22:20:38 +0800 https://www.bullsignal.net/en/posts/20260827_222038/ NVIDIA has provided cross-year guidance for the first time, expecting FY28 revenue to grow 70% year over year. https://www.bullsignal.net/en/posts/20260827_182031/ Thu, 27 Aug 2026 18:20:31 +0800 https://www.bullsignal.net/en/posts/20260827_182031/ Nvidia’s high-growth expectations are now not merely a question of whether AI compute demand is sufficient. https://www.bullsignal.net/en/posts/20260827_045327/ Thu, 27 Aug 2026 04:53:27 +0800 https://www.bullsignal.net/en/posts/20260827_045327/ Salesforce is about to report earnings, and what truly needs to be validated is not how large Agentforce can become as a standalone business, but whether thi... https://www.bullsignal.net/en/posts/20260827_004827/ Thu, 27 Aug 2026 00:48:27 +0800 https://www.bullsignal.net/en/posts/20260827_004827/ The arrangement Meta reached with U.S. states on teen safety is turning a legal risk that had long been difficult to estimate into clearer expenses and opera... https://www.bullsignal.net/en/posts/20260826_083411/ Wed, 26 Aug 2026 08:34:11 +0800 https://www.bullsignal.net/en/posts/20260826_083411/ OpenAI is reportedly advancing its in-house inference chip, Jalapeño. What merits attention is not a single performance figure, but rather that AI infrastruc... https://www.bullsignal.net/en/posts/20260825_121411/ Tue, 25 Aug 2026 12:14:11 +0800 https://www.bullsignal.net/en/posts/20260825_121411/ SK Hynix confirmed that its next-generation HBM will adopt Intel's EMIB advanced packaging technology. https://www.bullsignal.net/en/posts/20260825_081242/ Tue, 25 Aug 2026 08:12:42 +0800 https://www.bullsignal.net/en/posts/20260825_081242/ If NAND demand and prices are recovering, whether supply continues to tighten is the key to whether margins can continue improving. https://www.bullsignal.net/en/posts/20260824_225228/ Mon, 24 Aug 2026 22:52:28 +0800 https://www.bullsignal.net/en/posts/20260824_225228/ The recent focus of market discussion is whether the U.S. Treasury can bring down long-term Treasury yields directly without relying on the Federal Reserve. https://www.bullsignal.net/en/posts/20260824_164051/ Mon, 24 Aug 2026 16:40:51 +0800 https://www.bullsignal.net/en/posts/20260824_164051/ Interpreting an increase in stablecoin issuance directly as “new dollar liquidity” can easily confuse the form in which funds exist with the total amount of... https://www.bullsignal.net/en/posts/20260824_075251/ Mon, 24 Aug 2026 07:52:51 +0800 https://www.bullsignal.net/en/posts/20260824_075251/ Silicon wafer prices are reportedly set to rise by 10% across the board, covering 6-inch, 8-inch, and 12-inch products. https://www.bullsignal.net/en/posts/20260824_032035/ Mon, 24 Aug 2026 03:20:35 +0800 https://www.bullsignal.net/en/posts/20260824_032035/ Ahead of NVIDIA’s earnings, what is truly worth watching is not only the range of volatility implied by options, but also the fact that participation in spot... https://www.bullsignal.net/en/posts/20260823_085855/ Sun, 23 Aug 2026 08:58:55 +0800 https://www.bullsignal.net/en/posts/20260823_085855/ The focus of AI infrastructure is shifting from “whether demand exists” to two more specific questions: whether equipment vendors can maintain selling prices... https://www.bullsignal.net/en/posts/20260823_020330/ Sun, 23 Aug 2026 02:03:30 +0800 https://www.bullsignal.net/en/posts/20260823_020330/ The allocation to risk assets has approached a point where marginal changes warrant more caution. Fund managers’ cash holdings have fallen to 3. https://www.bullsignal.net/en/posts/20260822_215851/ Sat, 22 Aug 2026 21:58:51 +0800 https://www.bullsignal.net/en/posts/20260822_215851/ The bottleneck in AI infrastructure is extending from procuring chips to whether power can be secured and actually used. https://www.bullsignal.net/en/posts/20260822_171333/ Sat, 22 Aug 2026 17:13:33 +0800 https://www.bullsignal.net/en/posts/20260822_171333/ The risk from disruptions in the Strait of Hormuz is not limited to oil prices. What is more worth tracking is that energy and shipping costs may gradually p... https://www.bullsignal.net/en/posts/20260822_050347/ Sat, 22 Aug 2026 05:03:47 +0800 https://www.bullsignal.net/en/posts/20260822_050347/ The key issue Walmart now faces is not whether its AI tools are appealing, but whether they can sufficiently offset the slowdown in core retail growth. U.S. https://www.bullsignal.net/en/posts/20260822_010350/ Sat, 22 Aug 2026 01:03:50 +0800 https://www.bullsignal.net/en/posts/20260822_010350/ Moderna’s Phase III melanoma data has prompted the market to reassess the value of mRNA: it is no longer tied solely to COVID vaccine revenue and may also be... https://www.bullsignal.net/en/posts/20260821_165911/ Fri, 21 Aug 2026 16:59:11 +0800 https://www.bullsignal.net/en/posts/20260821_165911/ The constraints on AI infrastructure buildout are extending from equity markets’ expectations for growth to bond investors’ assessments of financing costs an... https://www.bullsignal.net/en/posts/20260819_065524/ Wed, 19 Aug 2026 06:55:24 +0800 https://www.bullsignal.net/en/posts/20260819_065524/ The competitiveness of TSMC’s advanced processes is beginning to be validated on both fronts: technological progress and customer adoption. https://www.bullsignal.net/en/posts/20260819_025031/ Wed, 19 Aug 2026 02:50:31 +0800 https://www.bullsignal.net/en/posts/20260819_025031/ Trading in semiconductors cooled noticeably that day, but for now it looks more like a positioning adjustment within the technology sector rather than a broa... https://www.bullsignal.net/en/posts/20260818_224527/ Tue, 18 Aug 2026 22:45:27 +0800 https://www.bullsignal.net/en/posts/20260818_224527/ Nvidia is evaluating lower HBM configurations for Rubin Ultra. What is worth watching is not whether AI memory demand has peaked, but rather that memory supp... https://www.bullsignal.net/en/posts/20260818_184014/ Tue, 18 Aug 2026 18:40:14 +0800 https://www.bullsignal.net/en/posts/20260818_184014/ As tensions between the United States and Iran have escalated, oil prices have risen above USD 90, while 30-year U.S. https://www.bullsignal.net/en/posts/20260817_184013/ Mon, 17 Aug 2026 18:40:13 +0800 https://www.bullsignal.net/en/posts/20260817_184013/ The bottleneck in AI optical interconnects may be shifting from module shipments to upstream materials. https://www.bullsignal.net/en/posts/20260817_023805/ Mon, 17 Aug 2026 02:38:05 +0800 https://www.bullsignal.net/en/posts/20260817_023805/ The focus of AI infrastructure observation is shifting from how much capital expenditure cloud providers announce to whether these investments have become re... https://www.bullsignal.net/en/posts/20260816_211452/ Sun, 16 Aug 2026 21:14:52 +0800 https://www.bullsignal.net/en/posts/20260816_211452/ European bank stocks have outperformed the “Mag-7” since 2022, demonstrating at least one fact: the market in recent years has not offered only one path to h... https://www.bullsignal.net/en/posts/20260816_072435/ Sun, 16 Aug 2026 07:24:35 +0800 https://www.bullsignal.net/en/posts/20260816_072435/ The shortage of AI computing power is currently more than just a narrative of massive capital expenditure. https://www.bullsignal.net/en/posts/20260816_031933/ Sun, 16 Aug 2026 03:19:33 +0800 https://www.bullsignal.net/en/posts/20260816_031933/ The significance of growing HBM demand lies not only in how much more product memory manufacturers sell, but also in the greater wafer capacity it consumes. https://www.bullsignal.net/en/posts/20260815_231450/ Sat, 15 Aug 2026 23:14:50 +0800 https://www.bullsignal.net/en/posts/20260815_231450/ The scale of AI capital expenditures is bringing a question beyond “how many new chips to buy” to the forefront: whether equipment already deployed can conti... https://www.bullsignal.net/en/posts/20260815_153015/ Sat, 15 Aug 2026 15:30:15 +0800 https://www.bullsignal.net/en/posts/20260815_153015/ The rise in U.S. stocks is spreading from index heavyweight stocks to a broader group of equities. https://www.bullsignal.net/en/posts/20260815_112929/ Sat, 15 Aug 2026 11:29:29 +0800 https://www.bullsignal.net/en/posts/20260815_112929/ The refining boom is being converted more directly into cash returns for shareholders. MPC, VLO, and PSX earned a combined approximately USD 12. https://www.bullsignal.net/en/posts/20260815_032454/ Sat, 15 Aug 2026 03:24:54 +0800 https://www.bullsignal.net/en/posts/20260815_032454/ The significance of NAND shortages is shifting from rising spot quotations to whether suppliers can write prices and revenue into long-term contracts. https://www.bullsignal.net/en/posts/20260814_231947/ Fri, 14 Aug 2026 23:19:47 +0800 https://www.bullsignal.net/en/posts/20260814_231947/ SanDisk lowered its FY28—FY30 capital expenditure intensity target to the mid-single digits, below the mid-teens proposed at last year's Investor Day. https://www.bullsignal.net/en/posts/20260814_093130/ Fri, 14 Aug 2026 09:31:30 +0800 https://www.bullsignal.net/en/posts/20260814_093130/ If NVIDIA Rubin Ultra's HBM specification per chip is lowered, it does not necessarily mean shrinking demand for the HBM industry. https://www.bullsignal.net/en/posts/20260814_012452/ Fri, 14 Aug 2026 01:24:52 +0800 https://www.bullsignal.net/en/posts/20260814_012452/ What SanDisk wants to change is not just NAND sales, but the way investors view this business. https://www.bullsignal.net/en/posts/20260813_212415/ Thu, 13 Aug 2026 21:24:15 +0800 https://www.bullsignal.net/en/posts/20260813_212415/ Coherent's latest earnings indicate that AI optical interconnect demand is no longer merely an order expectation, but is beginning to translate into revenue... https://www.bullsignal.net/en/posts/20260813_030023/ Thu, 13 Aug 2026 03:00:23 +0800 https://www.bullsignal.net/en/posts/20260813_030023/ The funding sources for AI data centers may no longer rely primarily on the on-balance-sheet capital expenditures of cloud providers such as Microsoft, Googl... https://www.bullsignal.net/en/posts/20260812_185529/ Wed, 12 Aug 2026 18:55:29 +0800 https://www.bullsignal.net/en/posts/20260812_185529/ Rising prices for server DDR5 have added a more direct piece of fundamental evidence for the semiconductor sector, which has recently been under pressure. https://www.bullsignal.net/en/posts/20260812_090530/ Wed, 12 Aug 2026 09:05:30 +0800 https://www.bullsignal.net/en/posts/20260812_090530/ Lumentum’s quarterly revenue exceeded USD 1 billion for the first time, indicating that demand for optical connections in AI data centers is no longer merely... https://www.bullsignal.net/en/posts/20260812_045958/ Wed, 12 Aug 2026 04:59:58 +0800 https://www.bullsignal.net/en/posts/20260812_045958/ The key to CoreWeave’s earnings report this time is not only how quickly AI computing-power leasing revenue can continue to grow, but whether that revenue ca... https://www.bullsignal.net/en/posts/20260811_205531/ Tue, 11 Aug 2026 20:55:31 +0800 https://www.bullsignal.net/en/posts/20260811_205531/ The United States is reportedly drafting a policy to restrict additional imports of Chinese optical modules, aiming to exclude Chinese hardware from the U.S. https://www.bullsignal.net/en/posts/20260811_121723/ Tue, 11 Aug 2026 12:17:23 +0800 https://www.bullsignal.net/en/posts/20260811_121723/ The impact of Middle East supply disruptions is no longer limited to rising crude oil prices. https://www.bullsignal.net/en/posts/20260811_000309/ Tue, 11 Aug 2026 00:03:09 +0800 https://www.bullsignal.net/en/posts/20260811_000309/ AI trading is making a relative rotation from chip stocks to large platform stocks. On the day, both SPY and QQQ rose only about 0.2%, Nvidia fell about 1. https://www.bullsignal.net/en/posts/20260810_061521/ Mon, 10 Aug 2026 06:15:21 +0800 https://www.bullsignal.net/en/posts/20260810_061521/ The concentration seen in market-cap-weighted indices does not necessarily mean that the entire market is rising solely on the back of a small number of larg... https://www.bullsignal.net/en/posts/20260809_221523/ Sun, 09 Aug 2026 22:15:23 +0800 https://www.bullsignal.net/en/posts/20260809_221523/ The memory shortage brought by AI does not mean that all storage products will benefit in the same way. https://www.bullsignal.net/en/posts/20260809_054024/ Sun, 09 Aug 2026 05:40:24 +0800 https://www.bullsignal.net/en/posts/20260809_054024/ AAOI’s position in the AI data center optical module supply chain is becoming more important, but that does not mean policy changes will immediately generate... https://www.bullsignal.net/en/posts/20260808_234011/ Sat, 08 Aug 2026 23:40:11 +0800 https://www.bullsignal.net/en/posts/20260808_234011/ The risks facing the memory sector are no longer limited to whether the price cycle will peak. https://www.bullsignal.net/en/posts/20260808_134006/ Sat, 08 Aug 2026 13:40:06 +0800 https://www.bullsignal.net/en/posts/20260808_134006/ Rocket Lab's Neutron rocket has completed its first vertical lift at the LC-3 launch pad in Wallops, Virginia. https://www.bullsignal.net/en/posts/20260807_145956/ Fri, 07 Aug 2026 14:59:56 +0800 https://www.bullsignal.net/en/posts/20260807_145956/ Competition in AI inference chips is extending from “whose compute power is greater” to “who can store model weights more efficiently. https://www.bullsignal.net/en/posts/20260807_105944/ Fri, 07 Aug 2026 10:59:44 +0800 https://www.bullsignal.net/en/posts/20260807_105944/ AppLovin’s nearly 20% pullback is not primarily about advertising demand having disappeared, but rather about a temporary slowdown in its model improvements. https://www.bullsignal.net/en/posts/20260806_184948/ Thu, 06 Aug 2026 18:49:48 +0800 https://www.bullsignal.net/en/posts/20260806_184948/ SanDisk's latest figures have prompted the market to reassess whether its NAND business can still only be viewed as a highly cyclical company. https://www.bullsignal.net/en/posts/20260806_064453/ Thu, 06 Aug 2026 06:44:53 +0800 https://www.bullsignal.net/en/posts/20260806_064453/ SNDK's quarterly results exceeded expectations across the board, but the stock's reaction to the earnings report was far weaker than the magnitude previously... https://www.bullsignal.net/en/posts/20260805_131252/ Wed, 05 Aug 2026 13:12:52 +0800 https://www.bullsignal.net/en/posts/20260805_131252/ Supply constraints for AI chips are extending from advanced packaging to broader segments such as substrates and wafer manufacturing. https://www.bullsignal.net/en/posts/20260805_090741/ Wed, 05 Aug 2026 09:07:41 +0800 https://www.bullsignal.net/en/posts/20260805_090741/ AMD's latest results confirmed that data center demand is still growing rapidly, but they also showed that AI chip companies' share prices may not necessaril... https://www.bullsignal.net/en/posts/20260805_050733/ Wed, 05 Aug 2026 05:07:33 +0800 https://www.bullsignal.net/en/posts/20260805_050733/ If the United States advances restrictions on Chinese optical transceivers and related DC equipment, the interconnection segment of North American AI data ce... https://www.bullsignal.net/en/posts/20260805_010308/ Wed, 05 Aug 2026 01:03:08 +0800 https://www.bullsignal.net/en/posts/20260805_010308/ As the S&P 500 hit a record high, the VIX instead rose by about 3%. This does not fit the usual combination seen when risk appetite broadly heats up, with st... https://www.bullsignal.net/en/posts/20260803_174240/ Mon, 03 Aug 2026 17:42:40 +0800 https://www.bullsignal.net/en/posts/20260803_174240/ The debate around SoFi is not merely whether its valuation is expensive, but whether it should be viewed as a bank or as a fintech platform expanding the bou... https://www.bullsignal.net/en/posts/20260802_233818/ Sun, 02 Aug 2026 23:38:18 +0800 https://www.bullsignal.net/en/posts/20260802_233818/ Google’s order backlog of nearly USD 514 billion means that the focus of AI capital expenditures is no longer only whether it dares to invest, but whether it... https://www.bullsignal.net/en/posts/20260731_231443/ Fri, 31 Jul 2026 23:14:43 +0800 https://www.bullsignal.net/en/posts/20260731_231443/ During a period of intensive AI infrastructure investment, AWS achieved its fastest revenue growth in 18 quarters, with its operating margin expanding to 39%. https://www.bullsignal.net/en/posts/20260731_191003/ Fri, 31 Jul 2026 19:10:03 +0800 https://www.bullsignal.net/en/posts/20260731_191003/ Kioxia’s latest results shift the focus of the NAND cycle from “whether demand is growing” to “how long high prices can be sustained. https://www.bullsignal.net/en/posts/20260731_145053/ Fri, 31 Jul 2026 14:50:53 +0800 https://www.bullsignal.net/en/posts/20260731_145053/ AI infrastructure investment is now transmitting from cloud vendors' budget commitments to Taiwan's packaging, power, server manufacturing, and component sec... https://www.bullsignal.net/en/posts/20260731_104411/ Fri, 31 Jul 2026 10:44:11 +0800 https://www.bullsignal.net/en/posts/20260731_104411/ The changes in South Korea’s stock market are not merely about the strength of semiconductor heavyweight stocks; expectations for policy funds reversed risk... https://www.bullsignal.net/en/posts/20260731_053705/ Fri, 31 Jul 2026 05:37:05 +0800 https://www.bullsignal.net/en/posts/20260731_053705/ The focus of AI capital expenditure is shifting from “who spends more” to “who can turn commitments into cash flow. https://www.bullsignal.net/en/posts/20260731_013711/ Fri, 31 Jul 2026 01:37:11 +0800 https://www.bullsignal.net/en/posts/20260731_013711/ For this rebound in AI stocks, what is most worth watching is not that fundamentals suddenly improved, but the price repair after crowded positions were forc... https://www.bullsignal.net/en/posts/20260730_213719/ Thu, 30 Jul 2026 21:37:19 +0800 https://www.bullsignal.net/en/posts/20260730_213719/ Microsoft lowered its 2026 capital expenditure guidance from USD 190 billion to USD 175 billion, which on the surface looks like AI investment is cooling. https://www.bullsignal.net/en/posts/20260730_173228/ Thu, 30 Jul 2026 17:32:28 +0800 https://www.bullsignal.net/en/posts/20260730_173228/ What is most worth watching in Samsung’s conference call this time is not just that it said memory demand is strong, but that it gave more specific supply ar... https://www.bullsignal.net/en/posts/20260730_132733/ Thu, 30 Jul 2026 13:27:33 +0800 https://www.bullsignal.net/en/posts/20260730_132733/ The key point in Samsung’s latest earnings report is not that revenue was slightly below expectations, but that the profit side was clearly stronger. https://www.bullsignal.net/en/posts/20260730_004309/ Thu, 30 Jul 2026 00:43:09 +0800 https://www.bullsignal.net/en/posts/20260730_004309/ The stress test for South Korea’s stock market is shifting from “whether there will be a rescue” to “whether the rescue and deleveraging are sufficient. https://www.bullsignal.net/en/posts/20260729_164158/ Wed, 29 Jul 2026 16:41:58 +0800 https://www.bullsignal.net/en/posts/20260729_164158/ The pressure on the Korean market is no longer just a single-point reaction after memory stock earnings reports. https://www.bullsignal.net/en/posts/20260729_123753/ Wed, 29 Jul 2026 12:37:53 +0800 https://www.bullsignal.net/en/posts/20260729_123753/ What is worth noting about this pullback in U.S. stocks is not only that AI and semiconductors continue to fall, but that funds are beginning to shift more clearly toward assets w… https://www.bullsignal.net/en/posts/20260729_043156/ Wed, 29 Jul 2026 04:31:56 +0800 https://www.bullsignal.net/en/posts/20260729_043156/ The focus of attention on Google’s AI investment is shifting from “how much more capital expenditure will be spent” to “whose balance sheet these obligations will be placed on. https://www.bullsignal.net/en/posts/20260729_002745/ Wed, 29 Jul 2026 00:27:45 +0800 https://www.bullsignal.net/en/posts/20260729_002745/ The pullback in tech and AI assets is no longer just weakness in a few semiconductor stocks. https://www.bullsignal.net/en/posts/20260728_202224/ Tue, 28 Jul 2026 20:22:24 +0800 https://www.bullsignal.net/en/posts/20260728_202224/ Semiconductor stocks have come under pressure recently, but these earnings details show that orders and revenue for AI-related infrastructure have not weakened in sync. https://www.bullsignal.net/en/posts/20260728_162240/ Tue, 28 Jul 2026 16:22:40 +0800 https://www.bullsignal.net/en/posts/20260728_162240/ This pullback is worth watching, and is not just internal rotation within technology stocks. https://www.bullsignal.net/en/posts/20260728_151620/ Tue, 28 Jul 2026 15:16:20 +0800 https://www.bullsignal.net/en/posts/20260728_151620/ The impact of AI data center investment is spilling over from the server chain into broader hardware prices. https://www.bullsignal.net/en/posts/20260728_112729/ Tue, 28 Jul 2026 11:27:29 +0800 https://www.bullsignal.net/en/posts/20260728_112729/ Hyperscalers look like a classic fear-driven entry after the ROI freakout. The setup is framed as future regret: buyers will likely look back and wonder why they did not buy durin… https://www.bullsignal.net/en/posts/20260728_092734/ Tue, 28 Jul 2026 09:27:34 +0800 https://www.bullsignal.net/en/posts/20260728_092734/ $TSLA is sitting at a major momentum washout: daily RSI is at its lowest level since the March 2025 lows , and weekly RSI is at its lowest level since the April 2024 lows . https://www.bullsignal.net/en/posts/20260728_072737/ Tue, 28 Jul 2026 07:27:37 +0800 https://www.bullsignal.net/en/posts/20260728_072737/ Earnings reactions are the underrated tell for market health. Heavy hitters like $TSM, $ASML, $TSLA, $ISRG, $NOW, $GOOGL, $TXN, $INTC have reported, but none of those prints got b… https://www.bullsignal.net/en/posts/20260728_052727/ Tue, 28 Jul 2026 05:27:27 +0800 https://www.bullsignal.net/en/posts/20260728_052727/ $PEP still has follow-through, but the clean setup now depends on how price handles the ER gap and 50ma overhead . https://www.bullsignal.net/en/posts/20260728_032748/ Tue, 28 Jul 2026 03:27:48 +0800 https://www.bullsignal.net/en/posts/20260728_032748/ SpaceX Starship got a real tailwind: the FAA confirmed no mishap investigation is needed after Flight 13 . But that is not a free pass for Flight 14 . https://www.bullsignal.net/en/posts/20260728_012759/ Tue, 28 Jul 2026 01:27:59 +0800 https://www.bullsignal.net/en/posts/20260728_012759/ This week is a trend-setting tape. $MSFT , $META , $AAPL , $AMZN , the FOMC interest rate decision , and Warsh's presser are all hitting at once. https://www.bullsignal.net/en/posts/20260727_233224/ Mon, 27 Jul 2026 23:32:24 +0800 https://www.bullsignal.net/en/posts/20260727_233224/ $QQQ is drifting toward official correction territory. The tape is no longer just choppy; downside pressure is getting close to a formal drawdown signal. https://www.bullsignal.net/en/posts/20260727_232737/ Mon, 27 Jul 2026 23:27:37 +0800 https://www.bullsignal.net/en/posts/20260727_232737/ $AMD has a credible second-source setup in AI accelerators. The key swing factor is scale: annual revenue is expected to nearly triple to more than $100B by 2028 , with MI450 and… https://www.bullsignal.net/en/posts/20260727_212724/ Mon, 27 Jul 2026 21:27:24 +0800 https://www.bullsignal.net/en/posts/20260727_212724/ WTI crude futures dumping more than 7% is being read as a short-term tailwind for risk assets. U.S. https://www.bullsignal.net/en/posts/20260727_172738/ Mon, 27 Jul 2026 17:27:38 +0800 https://www.bullsignal.net/en/posts/20260727_172738/ $T : A 22% trough-to-peak bounce in 3 weeks off a major support box is already a huge move for such a low-beta name. https://www.bullsignal.net/en/posts/20260727_113246/ Mon, 27 Jul 2026 11:32:46 +0800 https://www.bullsignal.net/en/posts/20260727_113246/ Ugly tape can be a bottoming setup , not a deal-breaker. Awful sentiment, big washouts, retail blowups, and Iran headlines are exactly the kind of stress cluster that usually show… https://www.bullsignal.net/en/posts/20260727_092730/ Mon, 27 Jul 2026 09:27:30 +0800 https://www.bullsignal.net/en/posts/20260727_092730/ Crypto still has constructive price action. Bitcoin and Ethereum are holding above the lows, but resistance remains the key wall. No clean breakout yet. Still trying. 1 https://www.bullsignal.net/en/posts/20260727_072710/ Mon, 27 Jul 2026 07:27:10 +0800 https://www.bullsignal.net/en/posts/20260727_072710/ Hard assets remain the clean hedge if Elon’s “money won’t matter by 2036” framing plays out. https://www.bullsignal.net/en/posts/20260727_022753/ Mon, 27 Jul 2026 02:27:53 +0800 https://www.bullsignal.net/en/posts/20260727_022753/ Current tape resembles late 2025 : indexes are chopping sideways while high beta and growth are getting crushed. https://www.bullsignal.net/en/posts/20260727_002750/ Mon, 27 Jul 2026 00:27:50 +0800 https://www.bullsignal.net/en/posts/20260727_002750/ $META is tackling a real AI bottleneck: storage is moving closer to GPU clusters to keep $NVDA and $AMD accelerators fed. https://www.bullsignal.net/en/posts/20260726_192728/ Sun, 26 Jul 2026 19:27:28 +0800 https://www.bullsignal.net/en/posts/20260726_192728/ $GOOG ’s +80% cloud growth was not enough to stop semis from selling off because the market is keying on capex digestion, growth acceleration, and avoiding negative FCF . https://www.bullsignal.net/en/posts/20260726_094232/ Sun, 26 Jul 2026 09:42:32 +0800 https://www.bullsignal.net/en/posts/20260726_094232/ $QQQ looks like it has carved a rounded top . The read is bearish: momentum may be rolling over rather than breaking out cleanly. 1 $ORCL is deep in capitulation tape. https://www.bullsignal.net/en/posts/20260726_054246/ Sun, 26 Jul 2026 05:42:46 +0800 https://www.bullsignal.net/en/posts/20260726_054246/ $NVDA , SK Hynix , $AVGO , and Samsung deal flow is a stronger tell than management commentary. https://www.bullsignal.net/en/posts/20260726_014309/ Sun, 26 Jul 2026 01:43:09 +0800 https://www.bullsignal.net/en/posts/20260726_014309/ Money-market fund cash is not a clean bullish tailwind. The key lens is cash as a percentage of total market cap, and that ratio is near historic lows. https://www.bullsignal.net/en/posts/20260725_214253/ Sat, 25 Jul 2026 21:42:53 +0800 https://www.bullsignal.net/en/posts/20260725_214253/ $NVDA / $SKHY : The after-hours news likely sets up a Sunday night gap-up watch for SK Hynix . https://www.bullsignal.net/en/posts/20260725_134231/ Sat, 25 Jul 2026 13:42:31 +0800 https://www.bullsignal.net/en/posts/20260725_134231/ Apple ’s inflation argument looks weak. The core pushback: even after a fivefold increase in memory prices , Apple’s cost base allegedly rose by only about $50 , yet iPhone prices… https://www.bullsignal.net/en/posts/20260725_094215/ Sat, 25 Jul 2026 09:42:15 +0800 https://www.bullsignal.net/en/posts/20260725_094215/ Broad-market structure is under pressure, but not broken. Multiple demand zones held last week and triggered sharp rips before late pullbacks. https://www.bullsignal.net/en/posts/20260725_054225/ Sat, 25 Jul 2026 05:42:25 +0800 https://www.bullsignal.net/en/posts/20260725_054225/ Weekend risk is the key constraint. Newer trades should have partial paydays taken before the close, even if the gains are small. https://www.bullsignal.net/en/posts/20260725_034245/ Sat, 25 Jul 2026 03:42:45 +0800 https://www.bullsignal.net/en/posts/20260725_034245/ $CRWD looks like a potential rotation setup. The stock pulled back cleanly on low volume after printing new all-time highs 2 weeks ago, and a green close could set up a move into… https://www.bullsignal.net/en/posts/20260725_014251/ Sat, 25 Jul 2026 01:42:51 +0800 https://www.bullsignal.net/en/posts/20260725_014251/ $SPY is stuck in a sideways pain trade. The market has been range-bound for over 2 months , so both breakout bulls and breakdown bears keep getting chopped until the key levels fi… https://www.bullsignal.net/en/posts/20260724_234755/ Fri, 24 Jul 2026 23:47:55 +0800 https://www.bullsignal.net/en/posts/20260724_234755/ The current market drawdown looks macro-driven, not just a capex / ROI scare. The key setup is a “three-layer macro pressure” regime, with oil prices framed as the core driver. https://www.bullsignal.net/en/posts/20260724_234254/ Fri, 24 Jul 2026 23:42:54 +0800 https://www.bullsignal.net/en/posts/20260724_234254/ $GOOGL Search risk looks less binary. AI Mode has surpassed 1B monthly users , and AI Mode + AI Overviews are creating incremental searches instead of cannibalizing existing activ… https://www.bullsignal.net/en/posts/20260724_194321/ Fri, 24 Jul 2026 19:43:21 +0800 https://www.bullsignal.net/en/posts/20260724_194321/ Texas Instruments ($TXN) : Analog chips are flipping from a buyer’s market to a seller’s market. Prices had been falling for years, but TI management has now confirmed price hikes. https://www.bullsignal.net/en/posts/20260724_154245/ Fri, 24 Jul 2026 15:42:45 +0800 https://www.bullsignal.net/en/posts/20260724_154245/ $INTC deserves a victory lap. The quarter beat expectations across revenue, margins, earnings, manufacturing execution, and guidance . https://www.bullsignal.net/en/posts/20260724_104226/ Fri, 24 Jul 2026 10:42:26 +0800 https://www.bullsignal.net/en/posts/20260724_104226/ $NBIS looks like a prime beneficiary of $GOOGL ’s capacity crunch. Even after doubling quarterly capex , Google still needs third-party compute. https://www.bullsignal.net/en/posts/20260724_090652/ Fri, 24 Jul 2026 09:06:52 +0800 https://www.bullsignal.net/en/posts/20260724_090652/ $INTC has turned into a recurring lesson: when the government and the world’s most important AI company, Nvidia , both invest heavily in a company, the market playbook is to buy f… https://www.bullsignal.net/en/posts/20260724_070704/ Fri, 24 Jul 2026 07:07:04 +0800 https://www.bullsignal.net/en/posts/20260724_070704/ Gold nailed the cooldown setup. Bearish near 4,140 after the run to 4,170 . Then it dumped about 100 points to 4,043 , tagging the marked 4,040 support . https://www.bullsignal.net/en/posts/20260724_050710/ Fri, 24 Jul 2026 05:07:10 +0800 https://www.bullsignal.net/en/posts/20260724_050710/ Keep the system simple. Edge comes from repeating setups, not overcomplicating. If the market is not offering clean setups, step aside and wait; the goal is year-end net profitabi… https://www.bullsignal.net/en/posts/20260724_030820/ Fri, 24 Jul 2026 03:08:20 +0800 https://www.bullsignal.net/en/posts/20260724_030820/ $SPY , $QQQ , and $IWM are sitting at the key intraday area where a bounce has to show up. If bulls cannot defend this spot, the rebound setup loses edge fast. https://www.bullsignal.net/en/posts/20260724_010721/ Fri, 24 Jul 2026 01:07:21 +0800 https://www.bullsignal.net/en/posts/20260724_010721/ $TSLA / $SPCX cult-stock loyalty is getting costly. The read-through is simple: narrative-driven holders are paying up when price action turns against the story. 1 https://www.bullsignal.net/en/posts/20260723_231709/ Thu, 23 Jul 2026 23:17:09 +0800 https://www.bullsignal.net/en/posts/20260723_231709/ GOOGL selloff looks overdone if the focus is only on temporary negative free cash flow. The key bull case: Google’s cash-printing engine can absorb the hit, and AI capex is alread… https://www.bullsignal.net/en/posts/20260723_231212/ Thu, 23 Jul 2026 23:12:12 +0800 https://www.bullsignal.net/en/posts/20260723_231212/ Bearish sentiment looks overdone. AAII shows a huge spike in bearish individual investors and the fewest bulls since last September. https://www.bullsignal.net/en/posts/20260723_230717/ Thu, 23 Jul 2026 23:07:17 +0800 https://www.bullsignal.net/en/posts/20260723_230717/ Korean equities are showing a cleaner setup than the prior session: foreign investors have been net buyers for four consecutive days , retail is still capitulating, and margin del… https://www.bullsignal.net/en/posts/20260723_200750/ Thu, 23 Jul 2026 20:07:50 +0800 https://www.bullsignal.net/en/posts/20260723_200750/ $AMD has a credible long setup because coding AI can speed up ROCm development and narrow the gap with CUDA . https://www.bullsignal.net/en/posts/20260723_133336/ Thu, 23 Jul 2026 13:33:36 +0800 https://www.bullsignal.net/en/posts/20260723_133336/ $TSLA : The dream long-term add zone sits at $250-300 . That is framed as the worst-case scenario , not the base case. https://www.bullsignal.net/en/posts/20260723_113248/ Thu, 23 Jul 2026 11:32:48 +0800 https://www.bullsignal.net/en/posts/20260723_113248/ The “AI spend is slowing” narrative does not square with today’s capex signals. OpenAI , Tesla , and Google all significantly raised capex guidance on the same day, pointing to co… https://www.bullsignal.net/en/posts/20260723_082251/ Thu, 23 Jul 2026 08:22:51 +0800 https://www.bullsignal.net/en/posts/20260723_082251/ $GOOGL Cloud is the real bright spot. Google Cloud hit $24.8B in Q2 revenue, up 82% YoY , beating the prior most bullish estimate of 73% by 9 points , with 36% profit margin. https://www.bullsignal.net/en/posts/20260723_062224/ Thu, 23 Jul 2026 06:22:24 +0800 https://www.bullsignal.net/en/posts/20260723_062224/ $HOOD is pushing straight into the premium-card turf of Amex and Chase . The Robinhood Platinum Card is positioned as a direct challenger with a $695 annual fee , 5% back on dinin… https://www.bullsignal.net/en/posts/20260723_042122/ Thu, 23 Jul 2026 04:21:22 +0800 https://www.bullsignal.net/en/posts/20260723_042122/ $SPCX could become "the most important company in global history" by combining launch, Starlink, and AI infrastructure, with orbital and Earth-based data centers supporting low-co… https://www.bullsignal.net/en/posts/20260723_022232/ Thu, 23 Jul 2026 02:22:32 +0800 https://www.bullsignal.net/en/posts/20260723_022232/ Market breadth is improving. Sector rotation is spreading out, and that is a constructive tape signal rather than narrow leadership risk. https://www.bullsignal.net/en/posts/20260723_002808/ Thu, 23 Jul 2026 00:28:08 +0800 https://www.bullsignal.net/en/posts/20260723_002808/ The tape is acting like a stealth bear market. The key read: the bear phase may have started in June , while the market is still sleepwalking through it instead of pricing it clea… https://www.bullsignal.net/en/posts/20260723_002240/ Thu, 23 Jul 2026 00:22:40 +0800 https://www.bullsignal.net/en/posts/20260723_002240/ Trend quality has deteriorated. The shaded zones were clean trend environments; the non-shaded zones are chop. https://www.bullsignal.net/en/posts/20260722_222258/ Wed, 22 Jul 2026 22:22:58 +0800 https://www.bullsignal.net/en/posts/20260722_222258/ Capital allocation is not charity. The clean filter is simple: real earnings, high growth, and products used globally beat pretty but hollow financial storytelling. https://www.bullsignal.net/en/posts/20260722_202303/ Wed, 22 Jul 2026 20:23:03 +0800 https://www.bullsignal.net/en/posts/20260722_202303/ Open-source AI is not automatically bearish for memory. Closed models amortize global demand through shared HBM pools in a few hyperscale data centers. https://www.bullsignal.net/en/posts/20260722_142312/ Wed, 22 Jul 2026 14:23:12 +0800 https://www.bullsignal.net/en/posts/20260722_142312/ $COIN vs $HOOD : $HOOD has already delivered the stronger re-rating since early April. The edge came from three catalysts: Trump account , World Cup prediction-market business mov… https://www.bullsignal.net/en/posts/20260722_102222/ Wed, 22 Jul 2026 10:22:22 +0800 https://www.bullsignal.net/en/posts/20260722_102222/ The cleanest asymmetric setup is buying assets that look broken, but turn out to be only mildly impaired. The edge is in spotting perceived disaster vs. https://www.bullsignal.net/en/posts/20260722_082748/ Wed, 22 Jul 2026 08:27:48 +0800 https://www.bullsignal.net/en/posts/20260722_082748/ Crypto / Bitcoin may already be in a bottoming phase. The key tell is Bitcoin reacting off the previously flagged $57,800 level, suggesting that level is acting like a meaningful… https://www.bullsignal.net/en/posts/20260722_082233/ Wed, 22 Jul 2026 08:22:33 +0800 https://www.bullsignal.net/en/posts/20260722_082233/ 24-hour markets look structurally unhealthy. More trading hours are not automatically better; nonstop liquidity can amplify fatigue, overtrading, and sloppy execution. 1 https://www.bullsignal.net/en/posts/20260722_062243/ Wed, 22 Jul 2026 06:22:43 +0800 https://www.bullsignal.net/en/posts/20260722_062243/ Timing and entries are the real edge in this tape. Same tickers, totally different P&L outcomes. The gap comes from execution, not ticker selection. https://www.bullsignal.net/en/posts/20260722_042248/ Wed, 22 Jul 2026 04:22:48 +0800 https://www.bullsignal.net/en/posts/20260722_042248/ Moonshot AI limiting Kimi K3 subscriptions is a real demand signal, not a minor ops issue. The 2.8 trillion parameter model is already trained. https://www.bullsignal.net/en/posts/20260722_022311/ Wed, 22 Jul 2026 02:23:11 +0800 https://www.bullsignal.net/en/posts/20260722_022311/ $MRVL is in play after a gap higher. The key trigger is a clean move over 214 ; that level becomes the breakout line to watch. 1 $COIN has finally broken out of a choppy base. https://www.bullsignal.net/en/posts/20260722_002822/ Wed, 22 Jul 2026 00:28:22 +0800 https://www.bullsignal.net/en/posts/20260722_002822/ Equity upside looks driven by late-stage deleveraging , not a broken fundamental story. Korean equities are framed as the key deleveraging bellwether; once forced selling fades an… https://www.bullsignal.net/en/posts/20260722_002243/ Wed, 22 Jul 2026 00:22:43 +0800 https://www.bullsignal.net/en/posts/20260722_002243/ $CIEN trade was closed for solid profit. The read is simple: payday taken, cash back in hand, no need to overstay the move. https://www.bullsignal.net/en/posts/20260721_222809/ Tue, 21 Jul 2026 22:28:09 +0800 https://www.bullsignal.net/en/posts/20260721_222809/ Risk appetite is getting messy. Oil , yields , equities , crypto , and gold are all moving higher at the same time, which points to a cross-asset mismatch rather than a clean risk… https://www.bullsignal.net/en/posts/20260721_222244/ Tue, 21 Jul 2026 22:22:44 +0800 https://www.bullsignal.net/en/posts/20260721_222244/ $BTC bounce has momentum. $70k is back on the table if continuation holds. 1 $WYFI is trying to repair the tape after a heavy dump. https://www.bullsignal.net/en/posts/20260721_182249/ Tue, 21 Jul 2026 18:22:49 +0800 https://www.bullsignal.net/en/posts/20260721_182249/ A-shares look like they had heavy stabilization-fund support over the past two days. The first and sharpest leg of global major-market deleveraging is likely ending, but the secon… https://www.bullsignal.net/en/posts/20260721_122252/ Tue, 21 Jul 2026 12:22:52 +0800 https://www.bullsignal.net/en/posts/20260721_122252/ Post-GFC reflation is over. The market is back to trading the nominal vs real split. De facto MMT changes the playbook, so old-cycle liquidity reads may stop working cleanly. 1 https://www.bullsignal.net/en/posts/20260721_102236/ Tue, 21 Jul 2026 10:22:36 +0800 https://www.bullsignal.net/en/posts/20260721_102236/ $ACN still looks like a patience trade. The setup keeps flirting with a breakout, but the name has not given clean follow-through yet. https://www.bullsignal.net/en/posts/20260721_082239/ Tue, 21 Jul 2026 08:22:39 +0800 https://www.bullsignal.net/en/posts/20260721_082239/ $PEP vs. $KO : $PEP is trading at 23 yr lows relative to $KO , setting up a possible rubber-band mean reversion trade. https://www.bullsignal.net/en/posts/20260721_042246/ Tue, 21 Jul 2026 04:22:46 +0800 https://www.bullsignal.net/en/posts/20260721_042246/ AI is still early-cycle, not mainstream. Demand already outruns supply, even with only a small slice of users adopting AI. https://www.bullsignal.net/en/posts/20260721_022302/ Tue, 21 Jul 2026 02:23:02 +0800 https://www.bullsignal.net/en/posts/20260721_022302/ ASML low-NA EUV shipments growing 30% in both CY27 and CY28 understates the real capacity impact. https://www.bullsignal.net/en/posts/20260721_002734/ Tue, 21 Jul 2026 00:27:34 +0800 https://www.bullsignal.net/en/posts/20260721_002734/ $IREN ’s real edge in today’s announcement is the funding structure. Customers are covering nearly half the GPU cost before revenue starts. https://www.bullsignal.net/en/posts/20260721_002308/ Tue, 21 Jul 2026 00:23:08 +0800 https://www.bullsignal.net/en/posts/20260721_002308/ $AMD × $MSFT is a sentiment reset for the AI hardware trade. After semis sold off on AI moat worries, hyperscaler capex doubts, and Korea deleveraging fears, Microsoft’s named dep… https://www.bullsignal.net/en/posts/20260720_222226/ Mon, 20 Jul 2026 22:22:26 +0800 https://www.bullsignal.net/en/posts/20260720_222226/ AI stocks do not look like a full-blown bubble as long as EPS keeps compounding. Last earnings season showed EPS growth outpacing the S&P 500’s gain , meaning stocks rose while va… https://www.bullsignal.net/en/posts/20260720_202243/ Mon, 20 Jul 2026 20:22:43 +0800 https://www.bullsignal.net/en/posts/20260720_202243/ $DRAM is at a technically important spot. Heavy volume here looks like a clean buy setup. If buyers were willing to chase above 50 , 70 , and 80 and got trapped, there is no clean… https://www.bullsignal.net/en/posts/20260720_182308/ Mon, 20 Jul 2026 18:23:08 +0800 https://www.bullsignal.net/en/posts/20260720_182308/ KOSPI is flashing a real de-risking signal: down another 4% tonight and now -30% from the ATH set just last month. https://www.bullsignal.net/en/posts/20260720_122247/ Mon, 20 Jul 2026 12:22:47 +0800 https://www.bullsignal.net/en/posts/20260720_122247/ Open-weight models could become a capex killer for the AI stack. If high-quality models stay freely available, the endgame may be a world where model value gets commoditized and i… https://www.bullsignal.net/en/posts/20260720_082220/ Mon, 20 Jul 2026 08:22:20 +0800 https://www.bullsignal.net/en/posts/20260720_082220/ Big earnings stretch is a key inflection point. Broad indices held support on Friday, while many crowded names and recently hot sectors have pulled back into major support and dem… https://www.bullsignal.net/en/posts/20260720_042306/ Mon, 20 Jul 2026 04:23:06 +0800 https://www.bullsignal.net/en/posts/20260720_042306/ Kimi K3 should not be read as bearish for compute. The pushback is simple: stronger models can tighten, not loosen, the compute bottleneck. https://www.bullsignal.net/en/posts/20260720_002257/ Mon, 20 Jul 2026 00:22:57 +0800 https://www.bullsignal.net/en/posts/20260720_002257/ TSMC raising CY26 capex to $60-$64B from $52-$56B is not just a capacity story. Tool inflation is becoming a real driver, and that should feed directly into stronger semicap gross… https://www.bullsignal.net/en/posts/20260719_222130/ Sun, 19 Jul 2026 22:21:30 +0800 https://www.bullsignal.net/en/posts/20260719_222130/ 美光 回调中在第一个加仓区间重新买入，这是几个月来首次加仓。下一个加仓点更低，等不到也不遗憾，因为已拿回全部本金。投资是在风险收益比合适时出手，估值变贵时减仓。引用1 SK海力士 基本面与HBM竞争力最强，但ADR溢价、韩国市场高杠杆、预期打满，使其不是最理想的入场选择。基本面和买点是两回事。引用14 https://www.bullsignal.net/en/posts/20260719_122226/ Sun, 19 Jul 2026 12:22:26 +0800 https://www.bullsignal.net/en/posts/20260719_122226/ Growth stocks are best owned when they look expensive and the thesis is still doubted. When everyone starts calling them cheap, the easy alpha is usually gone. https://www.bullsignal.net/en/posts/20260719_042247/ Sun, 19 Jul 2026 04:22:47 +0800 https://www.bullsignal.net/en/posts/20260719_042247/ $INTC still looks risky on the chart. No real bottom candle. Volume is missing. A bullish reset likely needs a massive undercut below support, and the chart still has too many gap… https://www.bullsignal.net/en/posts/20260719_002307/ Sun, 19 Jul 2026 00:23:07 +0800 https://www.bullsignal.net/en/posts/20260719_002307/ Current weakness is not a full-market washout. $SPX is only down 2% from ATHs , which is barely a routine move. https://www.bullsignal.net/en/posts/20260718_222326/ Sat, 18 Jul 2026 22:23:26 +0800 https://www.bullsignal.net/en/posts/20260718_222326/ Glass substrates look like an inevitable packaging endgame. The near-term debate is timing, not direction. https://www.bullsignal.net/en/posts/20260718_142259/ Sat, 18 Jul 2026 14:22:59 +0800 https://www.bullsignal.net/en/posts/20260718_142259/ AI moat trade is wobbling. The tape is digesting two shocks at once: possible erosion in AI moats and renewed inflation risk from rising oil. https://www.bullsignal.net/en/posts/20260718_102246/ Sat, 18 Jul 2026 10:22:46 +0800 https://www.bullsignal.net/en/posts/20260718_102246/ $AAPL is doing the heavy lifting. $SPX would likely be trading around 7,250-7,300 without $AAPL printing ATHs almost every day this week. https://www.bullsignal.net/en/posts/20260718_062210/ Sat, 18 Jul 2026 06:22:10 +0800 https://www.bullsignal.net/en/posts/20260718_062210/ Big-cap earnings are the next real tape-setter. The market held the key area today and got the bounce, but direction is still unresolved over the coming weeks. https://www.bullsignal.net/en/posts/20260718_042216/ Sat, 18 Jul 2026 04:22:16 +0800 https://www.bullsignal.net/en/posts/20260718_042216/ $TSM is turning into one of the cleanest AI manufacturing plays. HPC revenue rose 20% sequentially and now makes up 66% of total revenue . https://www.bullsignal.net/en/posts/20260718_022718/ Sat, 18 Jul 2026 02:27:18 +0800 https://www.bullsignal.net/en/posts/20260718_022718/ The Trump/Melania meme coin era makes the new monetization playbook look like a true Wild West . https://www.bullsignal.net/en/posts/20260718_022240/ Sat, 18 Jul 2026 02:22:40 +0800 https://www.bullsignal.net/en/posts/20260718_022240/ Kimi-K3 sharpens the key AI takeaway: massive capex does not guarantee durable technical leadership. A 300-person startup can suddenly close the model-capability gap. https://www.bullsignal.net/en/posts/20260718_002724/ Sat, 18 Jul 2026 00:27:24 +0800 https://www.bullsignal.net/en/posts/20260718_002724/ AI complex is catching flow while mega-cap software/consumer tech is weak. $AAPL $MSFT $META are down, while $MU $NVDA $GLW are immediately up. https://www.bullsignal.net/en/posts/20260717_222728/ Fri, 17 Jul 2026 22:27:28 +0800 https://www.bullsignal.net/en/posts/20260717_222728/ Capitulation is not a single candle. The cleaner setup is a multi-session bleed, rising sell pressure, then larger downside breaks. https://www.bullsignal.net/en/posts/20260717_222225/ Fri, 17 Jul 2026 22:22:25 +0800 https://www.bullsignal.net/en/posts/20260717_222225/ Hong Kong looks like the cleaner bargain-hunting setup after lagging the global AI rally. The key rotation logic: Korea, Japan, and semiconductors may be losing their shine, pushi… https://www.bullsignal.net/en/posts/20260717_202236/ Fri, 17 Jul 2026 20:22:36 +0800 https://www.bullsignal.net/en/posts/20260717_202236/ The current U.S. equity deleveraging likely started with the July 1 report that Meta was selling compute capacity. The market read it as a potential “compute oversupply” signal. https://www.bullsignal.net/en/posts/20260717_182421/ Fri, 17 Jul 2026 18:24:21 +0800 https://www.bullsignal.net/en/posts/20260717_182421/ $MU is at a make-or-break spot. If the setup is truly a déjà vu pattern, bulls need to defend and bounce it immediately. No room for slow confirmation. 1 https://www.bullsignal.net/en/posts/20260717_122229/ Fri, 17 Jul 2026 12:22:29 +0800 https://www.bullsignal.net/en/posts/20260717_122229/ Memory/storage remains a left-side accumulation trade. The first add zone was 820 , with the next level at 750 . https://www.bullsignal.net/en/posts/20260717_102220/ Fri, 17 Jul 2026 10:22:20 +0800 https://www.bullsignal.net/en/posts/20260717_102220/ Kimi Code Plan looks like a real step-up for autonomous long-horizon tasks. The capability jump feels stronger than the shock delivered by GLM5. https://www.bullsignal.net/en/posts/20260717_070528/ Fri, 17 Jul 2026 07:05:28 +0800 https://www.bullsignal.net/en/posts/20260717_070528/ When a sector stops producing clean setups and starts pulling back, capital should rotate out instead of forcing trades. https://www.bullsignal.net/en/posts/20260717_031049/ Fri, 17 Jul 2026 03:10:49 +0800 https://www.bullsignal.net/en/posts/20260717_031049/ Defense beats hero mode when setups start breaking. No need to be all-in all the time. The key tell is when “good patterns” stop working; that is the cue to lower exposure and rec… https://www.bullsignal.net/en/posts/20260717_030535/ Fri, 17 Jul 2026 03:05:35 +0800 https://www.bullsignal.net/en/posts/20260717_030535/ AI trade : the crowded consensus that the AI run ends “right on schedule” looks too clean. A trade this massive usually ends by catching positioning offside, not by following the… https://www.bullsignal.net/en/posts/20260717_010613/ Fri, 17 Jul 2026 01:06:13 +0800 https://www.bullsignal.net/en/posts/20260717_010613/ $MU is sitting on a key support zone around $850-$870’s . The line in the sand is clear: this area has to hold. https://www.bullsignal.net/en/posts/20260716_230506/ Thu, 16 Jul 2026 23:05:06 +0800 https://www.bullsignal.net/en/posts/20260716_230506/ Nasdaq sentiment is worse than the tape. The current drawdown still has not matched the early-June deleveraging move, when the Nasdaq fell nearly 9 points in 6 trading days . https://www.bullsignal.net/en/posts/20260716_210705/ Thu, 16 Jul 2026 21:07:05 +0800 https://www.bullsignal.net/en/posts/20260716_210705/ NYSE Advance-Decline Line just closed at another all-time high. Breadth is still confirming risk appetite, not breaking down. Calling that bearish is a stretch. https://www.bullsignal.net/en/posts/20260716_170547/ Thu, 16 Jul 2026 17:05:47 +0800 https://www.bullsignal.net/en/posts/20260716_170547/ $KWEB and $BTC are trading like “conjoined twins”: both topped on the very same day in October 2025 , both dumped roughly 50% ish , and both have recently staged a solid bounce. https://www.bullsignal.net/en/posts/20260716_104251/ Thu, 16 Jul 2026 10:42:51 +0800 https://www.bullsignal.net/en/posts/20260716_104251/ $MAGS / Mag 7 : The trade is back in control. $MAGS has almost clawed back all of June’s losses, reinforcing the playbook of sticking with the Mag 7 when market direction gets noi… https://www.bullsignal.net/en/posts/20260716_070959/ Thu, 16 Jul 2026 07:09:59 +0800 https://www.bullsignal.net/en/posts/20260716_070959/ $OKTA : Trimmed more “let-it-ride” exposure based on the daily chart. The playbook is risk-managed, not all-or-nothing: plenty of lower levels to re-enter or defend, with multiple… https://www.bullsignal.net/en/posts/20260716_050934/ Thu, 16 Jul 2026 05:09:34 +0800 https://www.bullsignal.net/en/posts/20260716_050934/ Low $VIX says the tape still has no real fear, even with the memory-space selloff. Mag 7 strength is cushioning the broader market instead of letting risk-off fully take over. https://www.bullsignal.net/en/posts/20260716_001505/ Thu, 16 Jul 2026 00:15:05 +0800 https://www.bullsignal.net/en/posts/20260716_001505/ Earnings ≠ price action. The read-through is blunt: good or bad earnings often have little direct linkage with stock moves. Repeated earnings seasons make that clear. https://www.bullsignal.net/en/posts/20260716_000948/ Thu, 16 Jul 2026 00:09:48 +0800 https://www.bullsignal.net/en/posts/20260716_000948/ $AMZN is in a gap-up setup and tagging the 50ma . The key trigger is a move-and-hold above that area; stops get ratcheted higher only after confirmation. https://www.bullsignal.net/en/posts/20260715_221929/ Wed, 15 Jul 2026 22:19:29 +0800 https://www.bullsignal.net/en/posts/20260715_221929/ Rate-cut tape stays in control. U.S. June PPI came in cold across the board: PPI YoY 5.5% vs 6.2% expected , prior revised from 6.50% to 6% ; PPI MoM -0. https://www.bullsignal.net/en/posts/20260715_221204/ Wed, 15 Jul 2026 22:12:04 +0800 https://www.bullsignal.net/en/posts/20260715_221204/ $INTC has a real process-turnaround angle if 18A yields have improved to 85% from 65% last quarter . That puts it close to $TSM N2 and ahead of Samsung SF2 . https://www.bullsignal.net/en/posts/20260715_204053/ Wed, 15 Jul 2026 20:40:53 +0800 https://www.bullsignal.net/en/posts/20260715_204053/ ASML delivered the first high-quality print of the Q2 tech/semis earnings season. The real signal is not just the beat, but the guidance reset: 2026 full-year net sales were raise… https://www.bullsignal.net/en/posts/20260715_154213/ Wed, 15 Jul 2026 15:42:13 +0800 https://www.bullsignal.net/en/posts/20260715_154213/ $PYPL takeout chatter at $60.50 still looks like a lowball exit versus the former $300+ peak. https://www.bullsignal.net/en/posts/20260715_134201/ Wed, 15 Jul 2026 13:42:01 +0800 https://www.bullsignal.net/en/posts/20260715_134201/ The next leg of the AI trade may shift from AI builders to AI adopters . If that rotation kicks in, the market could mint a new batch of monster stocks and winners. https://www.bullsignal.net/en/posts/20260715_114711/ Wed, 15 Jul 2026 11:47:11 +0800 https://www.bullsignal.net/en/posts/20260715_114711/ $WTTR is breaking out of its base. Clean energy/oil-name momentum setup, with price action doing the work rather than narrative chasing. 1 $RDDT has a strong-looking daily chart. https://www.bullsignal.net/en/posts/20260715_114150/ Wed, 15 Jul 2026 11:41:50 +0800 https://www.bullsignal.net/en/posts/20260715_114150/ $WTTR is flashing a cleaner oil-sector breakout setup. The key read is a base breakout, so momentum money may be rotating into energy services rather than chasing crowded AI names. https://www.bullsignal.net/en/posts/20260715_074136/ Wed, 15 Jul 2026 07:41:36 +0800 https://www.bullsignal.net/en/posts/20260715_074136/ $CTSH : Profit-taking is partial, not a full exit. The trade locks in gains while keeping most of the position alive for further upside. 1 https://www.bullsignal.net/en/posts/20260715_034228/ Wed, 15 Jul 2026 03:42:28 +0800 https://www.bullsignal.net/en/posts/20260715_034228/ $AAPL : PrismML could be a real on-device AI unlock. Compressing powerful models enough to run directly on an iPhone would make AI faster, more private, and less dependent on expe… https://www.bullsignal.net/en/posts/20260715_014301/ Wed, 15 Jul 2026 01:43:01 +0800 https://www.bullsignal.net/en/posts/20260715_014301/ $AIQ has a clean upside call embedded: $85 by Christmas . Short, but still a concrete price-and-date target, so it belongs in the prediction bucket. 1 $SPX looks coiled. https://www.bullsignal.net/en/posts/20260714_234216/ Tue, 14 Jul 2026 23:42:16 +0800 https://www.bullsignal.net/en/posts/20260714_234216/ CPI cooling has more depth than the headline suggests. The key is that core CPI also fell, meaning disinflation is not just an energy-price base effect. https://www.bullsignal.net/en/posts/20260714_214701/ Tue, 14 Jul 2026 21:47:01 +0800 https://www.bullsignal.net/en/posts/20260714_214701/ Cool CPI is being read as a clean pass for the first major July macro hurdle. The immediate risk-on rip makes sense, but the key is whether the move can hold after the first knee-… https://www.bullsignal.net/en/posts/20260714_214234/ Tue, 14 Jul 2026 21:42:34 +0800 https://www.bullsignal.net/en/posts/20260714_214234/ ASML / TSMC : ASML ’s revenue pull from TSMC looks set to re-accelerate. ASML as a % of TSMC COGS peaked at 28% in 2023 , dropped to 12% in 2024 , then recovered to 16% in 2025 . https://www.bullsignal.net/en/posts/20260714_174205/ Tue, 14 Jul 2026 17:42:05 +0800 https://www.bullsignal.net/en/posts/20260714_174205/ Trump’s proposed 20% “security fee” on goods shipped through the Strait of Hormuz may end up handing Iran a narrative win. https://www.bullsignal.net/en/posts/20260714_114207/ Tue, 14 Jul 2026 11:42:07 +0800 https://www.bullsignal.net/en/posts/20260714_114207/ $MU looks primed for an upside breakout this week. The setup is a strong multi-week consolidation, grinding around the 50 day MA , with upside targets at $1100 to $1200 . https://www.bullsignal.net/en/posts/20260714_094121/ Tue, 14 Jul 2026 09:41:21 +0800 https://www.bullsignal.net/en/posts/20260714_094121/ $CRM and $ADBE are rebounding hard from recent lows, but the key test is the 50dma . $CRM +17% and $ADBE +21% off the lows means the bounce is real, yet both are still sitting rig… https://www.bullsignal.net/en/posts/20260714_074202/ Tue, 14 Jul 2026 07:42:02 +0800 https://www.bullsignal.net/en/posts/20260714_074202/ Nasdaq has gone nowhere for more than two months . In a basing/consolidation tape, the edge is capital preservation. https://www.bullsignal.net/en/posts/20260714_054202/ Tue, 14 Jul 2026 05:42:02 +0800 https://www.bullsignal.net/en/posts/20260714_054202/ Saudi Arabia is the real red line in the Iran–U.S. escalation path. If Iran responds to a U.S. https://www.bullsignal.net/en/posts/20260714_034715/ Tue, 14 Jul 2026 03:47:15 +0800 https://www.bullsignal.net/en/posts/20260714_034715/ $ORCL failed to hold last week’s short-lived bounce toward $149’s and is now back at $133’s . The tape looks like a rejected relief rally, not a clean reversal. https://www.bullsignal.net/en/posts/20260714_014115/ Tue, 14 Jul 2026 01:41:15 +0800 https://www.bullsignal.net/en/posts/20260714_014115/ MRVL and NBIS both look fundamentally solid, but they are not the same trade. The preferred add is MRVL now, while NBIS is a wait-below- 200 setup. 1 https://www.bullsignal.net/en/posts/20260713_234706/ Mon, 13 Jul 2026 23:47:06 +0800 https://www.bullsignal.net/en/posts/20260713_234706/ $ROBN : Partial profit-taking makes sense after a 100%+ move in common shares, while leaving a runner keeps upside exposure alive. https://www.bullsignal.net/en/posts/20260713_234201/ Mon, 13 Jul 2026 23:42:01 +0800 https://www.bullsignal.net/en/posts/20260713_234201/ Meta selling compute is not a sign of excess capacity. The better read: enterprise demand is strong enough that buyers are willing to pay high prices, and selling compute may offe… https://www.bullsignal.net/en/posts/20260713_194223/ Mon, 13 Jul 2026 19:42:23 +0800 https://www.bullsignal.net/en/posts/20260713_194223/ Short-term trend trades are acceptable, but long-term holding is not favored. The key is to define the stop-loss and exit point before entering, otherwise the trade turns into pas… https://www.bullsignal.net/en/posts/20260713_134156/ Mon, 13 Jul 2026 13:41:56 +0800 https://www.bullsignal.net/en/posts/20260713_134156/ $OPENAI and $ANTHROPIC face a structural monetization squeeze: they need to sell models to make money, so models stay expensive. https://www.bullsignal.net/en/posts/20260713_114137/ Mon, 13 Jul 2026 11:41:37 +0800 https://www.bullsignal.net/en/posts/20260713_114137/ $META looks mispriced: forward P/E is 17x while expected EPS CAGR over the next 3–5 years is about 20% . https://www.bullsignal.net/en/posts/20260713_094200/ Mon, 13 Jul 2026 09:42:00 +0800 https://www.bullsignal.net/en/posts/20260713_094200/ $OPEN is in a nearly full-year base, and the range has compressed hard. The read-through: volatility is coiling, and the setup is getting extremely tight. https://www.bullsignal.net/en/posts/20260713_034150/ Mon, 13 Jul 2026 03:41:50 +0800 https://www.bullsignal.net/en/posts/20260713_034150/ Broad market tape looks constructive into the week. Multiple charts are setting up bullishly, but follow-through is the key confirmation trigger. No chase without continuation. https://www.bullsignal.net/en/posts/20260713_014217/ Mon, 13 Jul 2026 01:42:17 +0800 https://www.bullsignal.net/en/posts/20260713_014217/ Futures likely open moderately red unless another typical Sunday Axios peace-talk headline or Sunday “Taco” tweet hits the tape. The setup is headline-sensitive, not clean risk-on. https://www.bullsignal.net/en/posts/20260711_234208/ Sat, 11 Jul 2026 23:42:08 +0800 https://www.bullsignal.net/en/posts/20260711_234208/ S&P Bank Index is the chart that matters most right now. The breakout above pre-Great Financial Crisis highs has held, and this week closed at another new all-time high. https://www.bullsignal.net/en/posts/20260711_054223/ Sat, 11 Jul 2026 05:42:23 +0800 https://www.bullsignal.net/en/posts/20260711_054223/ Short-term callouts work because the crowd wants a “guru” who can keep nailing near-term price action. The edge is often social reflexivity, not forecasting skill. 1 https://www.bullsignal.net/en/posts/20260711_034210/ Sat, 11 Jul 2026 03:42:10 +0800 https://www.bullsignal.net/en/posts/20260711_034210/ $VIX looks close to a 14 handle next week . Fear is getting too low. Portfolio insurance is getting too cheap. That setup points to complacency risk, not comfort. https://www.bullsignal.net/en/posts/20260710_234218/ Fri, 10 Jul 2026 23:42:18 +0800 https://www.bullsignal.net/en/posts/20260710_234218/ China’s first successful rocket launch-and-landing is not just a headline. It points to a faster global space race, putting $SPCX, $RKLB, $ASTS, $PL, $RDW, $VOYG, $FLY, $LUNR, $BK… https://www.bullsignal.net/en/posts/20260710_214156/ Fri, 10 Jul 2026 21:41:56 +0800 https://www.bullsignal.net/en/posts/20260710_214156/ Circle has downside support because its business scale, aggressive founding/management team, and three stacked narratives — stablecoins / RWA / agent payments — create a real marg… https://www.bullsignal.net/en/posts/20260710_194235/ Fri, 10 Jul 2026 19:42:35 +0800 https://www.bullsignal.net/en/posts/20260710_194235/ MiniMax could become attractive on further high-volume downside. The setup: diluted market cap around 90 billion , post-unlock volume has clearly expanded, chips may be getting fl… https://www.bullsignal.net/en/posts/20260710_095033/ Fri, 10 Jul 2026 09:50:33 +0800 https://www.bullsignal.net/en/posts/20260710_095033/ $META is making a serious AI push. Muse Spark 1.1 is framed as Superintelligence Labs’ first heavyweight model , with million-token long context , multi-agent parallel orchestrati… https://www.bullsignal.net/en/posts/20260710_094252/ Fri, 10 Jul 2026 09:42:52 +0800 https://www.bullsignal.net/en/posts/20260710_094252/ $VIX is sitting near its 2026 lows , but the setup points to a possible vol wake-up in the next couple of weeks. Complacency trade looks crowded. https://www.bullsignal.net/en/posts/20260710_054123/ Fri, 10 Jul 2026 05:41:23 +0800 https://www.bullsignal.net/en/posts/20260710_054123/ The AI trade bounced only after the market declared it dead. That is the setup: low-risk entries often show up when sentiment looks washed out. https://www.bullsignal.net/en/posts/20260710_034159/ Fri, 10 Jul 2026 03:41:59 +0800 https://www.bullsignal.net/en/posts/20260710_034159/ $META caught a tactical bid after Muse Spark 1.1 . Shares swung nearly 5% from the day’s lows. https://www.bullsignal.net/en/posts/20260709_234220/ Thu, 09 Jul 2026 23:42:20 +0800 https://www.bullsignal.net/en/posts/20260709_234220/ Semis are trading like geopolitical beta. The sharp read: the sector only needed a return to war-risk headlines to start pumping again. https://www.bullsignal.net/en/posts/20260709_214219/ Thu, 09 Jul 2026 21:42:19 +0800 https://www.bullsignal.net/en/posts/20260709_214219/ Meta / Zuckerberg bear case looks overstated. The core business is still a cash machine: revenue growth at 26% YoY , 81% gross margin , and 33% net margin . https://www.bullsignal.net/en/posts/20260709_194217/ Thu, 09 Jul 2026 19:42:17 +0800 https://www.bullsignal.net/en/posts/20260709_194217/ The market may be close to looking through the Iran shock. When bad news stops pushing prices lower, the tape is usually signaling seller exhaustion and a possible risk-on reset. 1 https://www.bullsignal.net/en/posts/20260709_114157/ Thu, 09 Jul 2026 11:41:57 +0800 https://www.bullsignal.net/en/posts/20260709_114157/ FOMC June minutes : the real alpha is not the headline itself, but the details behind the SEP dot plot’s 3.8% median . https://www.bullsignal.net/en/posts/20260709_034715/ Thu, 09 Jul 2026 03:47:15 +0800 https://www.bullsignal.net/en/posts/20260709_034715/ Markets held the must-hold levels. The tape got stretched and bent, but did not break. Plenty of names are bouncing from key support after big pullbacks, but the bounce still need… https://www.bullsignal.net/en/posts/20260709_034205/ Thu, 09 Jul 2026 03:42:05 +0800 https://www.bullsignal.net/en/posts/20260709_034205/ Bitcoin looks much weaker when priced in Gold than when priced in USD . The fiat chart may be hiding relative underperformance versus hard money. https://www.bullsignal.net/en/posts/20260709_014235/ Thu, 09 Jul 2026 01:42:35 +0800 https://www.bullsignal.net/en/posts/20260709_014235/ Market breadth looks ugly. The tape is not confirming broad risk-on participation, so index strength needs skepticism until breadth repairs. https://www.bullsignal.net/en/posts/20260708_234241/ Wed, 08 Jul 2026 23:42:41 +0800 https://www.bullsignal.net/en/posts/20260708_234241/ Opening setup looked fragile after a gap down. The key was not to chase the first move, but to watch support and wait for volatility to settle before acting. https://www.bullsignal.net/en/posts/20260708_174231/ Wed, 08 Jul 2026 17:42:31 +0800 https://www.bullsignal.net/en/posts/20260708_174231/ AI commercialization is moving beyond closed-model ARR. Closed-model ARR from Anthropic/OpenAI still matters because it shows willingness to pay for model capability. https://www.bullsignal.net/en/posts/20260708_074213/ Wed, 08 Jul 2026 07:42:13 +0800 https://www.bullsignal.net/en/posts/20260708_074213/ $NVDA is sitting right on the 200-day moving average , and the broader market feels close to choosing direction. https://www.bullsignal.net/en/posts/20260708_034201/ Wed, 08 Jul 2026 03:42:01 +0800 https://www.bullsignal.net/en/posts/20260708_034201/ AI infrastructure is leaning hard on debt financing: more than 80B has already been raised, and the read-through is that everyone is borrowing to chase the AI buildout. https://www.bullsignal.net/en/posts/20260708_014213/ Wed, 08 Jul 2026 01:42:13 +0800 https://www.bullsignal.net/en/posts/20260708_014213/ The tape is ugly after the overnight gap-down. Recent leaders are getting hit, high-beta is getting smoked, but software is still showing relative strength. https://www.bullsignal.net/en/posts/20260707_234206/ Tue, 07 Jul 2026 23:42:06 +0800 https://www.bullsignal.net/en/posts/20260707_234206/ $SOXX sitting right at the 50dma and $SMH slightly below the 50dma makes this AI/semi selloff a real dip, not just noise. The setup is now on buyers to prove demand. 1 https://www.bullsignal.net/en/posts/20260707_194235/ Tue, 07 Jul 2026 19:42:35 +0800 https://www.bullsignal.net/en/posts/20260707_194235/ Memory may be a great long-term setup, but the key overhang is not economics. It is politics. https://www.bullsignal.net/en/posts/20260707_134156/ Tue, 07 Jul 2026 13:41:56 +0800 https://www.bullsignal.net/en/posts/20260707_134156/ Rotation keeps a bull market alive. Leadership groups consolidating or even pulling back is not bearish by default. It extends the runway. https://www.bullsignal.net/en/posts/20260707_094155/ Tue, 07 Jul 2026 09:41:55 +0800 https://www.bullsignal.net/en/posts/20260707_094155/ $HIMS momentum still has room, but $41 is the key checkpoint. The stock posted its highest close since Dec 9th 2025 and is close to the second price target. https://www.bullsignal.net/en/posts/20260707_034712/ Tue, 07 Jul 2026 03:47:12 +0800 https://www.bullsignal.net/en/posts/20260707_034712/ $PLTR stays constructive. Key watch is a move and hold over the 50ma . Momentum has flipped back on: RSI back over 50 = bullish , MACD bull x , and recent volume is above avg . https://www.bullsignal.net/en/posts/20260707_014205/ Tue, 07 Jul 2026 01:42:05 +0800 https://www.bullsignal.net/en/posts/20260707_014205/ $HOOD remains the clean momentum leader. It bounced from the $60s & $70s and is now approaching $120 , while $SOFI is trying to catch up after breaking over $19 . https://www.bullsignal.net/en/posts/20260707_002620/ Tue, 07 Jul 2026 00:26:20 +0800 https://www.bullsignal.net/en/posts/20260707_002620/ $HOOD is still in a basing / slight pullback phase. The gravestone doji has not confirmed yet, so no clean reversal signal. Key downside gap sits around 109. https://www.bullsignal.net/en/posts/20260707_000132/ Tue, 07 Jul 2026 00:01:32 +0800 https://www.bullsignal.net/en/posts/20260707_000132/ Big ideas beat idea overload. Chips, memory, and space may all be strong trades, but they are not automatically everyone’s trade. https://www.bullsignal.net/en/posts/20260706_220142/ Mon, 06 Jul 2026 22:01:42 +0800 https://www.bullsignal.net/en/posts/20260706_220142/ Oil’s reversal lower is supply-driven. Hormuz normalization , OPEC+ expansion , and UAE expansion+ were already the key pressure points two weeks ago. https://www.bullsignal.net/en/posts/20260706_180135/ Mon, 06 Jul 2026 18:01:35 +0800 https://www.bullsignal.net/en/posts/20260706_180135/ July setup looks like high-level chop for the S&P 500 , with much sharper volatility in the Nasdaq and semiconductors . https://www.bullsignal.net/en/posts/20260706_120021/ Mon, 06 Jul 2026 12:00:21 +0800 https://www.bullsignal.net/en/posts/20260706_120021/ U.S. equities are likely heading into a choppy second half. The key driver is uncertainty , not simply good or bad news. https://www.bullsignal.net/en/posts/20260706_080039/ Mon, 06 Jul 2026 08:00:39 +0800 https://www.bullsignal.net/en/posts/20260706_080039/ $UBER : the “autonomy will kill Uber” trade looks overdone. The better comp is “ChatGPT will kill Google” — scary headline, weak follow-through. https://www.bullsignal.net/en/posts/20260706_040709/ Mon, 06 Jul 2026 04:07:09 +0800 https://www.bullsignal.net/en/posts/20260706_040709/ $AMD has a credible path toward $100B in annual revenue by 2028 . The re-rating started with GPU commitments from $META , $ORCL , and OpenAI , but the second leg is the CPU bottle… https://www.bullsignal.net/en/posts/20260705_174405/ Sun, 05 Jul 2026 17:44:05 +0800 https://www.bullsignal.net/en/posts/20260705_174405/ Nasdaq and S&P 500 are fit for long-term autopilot DCA . Buy at highs, buy at lows, and even scale up after drawdowns. https://www.bullsignal.net/en/posts/20260705_000230/ Sun, 05 Jul 2026 00:02:30 +0800 https://www.bullsignal.net/en/posts/20260705_000230/ Chinese open-source AI is not staying truly open. Even local “open-source” players are raising prices or moving toward more closed models. https://www.bullsignal.net/en/posts/20260704_140119/ Sat, 04 Jul 2026 14:01:19 +0800 https://www.bullsignal.net/en/posts/20260704_140119/ $IREN looks washed out from a pure technical lens. Price is sitting on a notable blue trendline, RSI is the most oversold in well over a year , and the stock is down 9 days in a r… https://www.bullsignal.net/en/posts/20260704_074453/ Sat, 04 Jul 2026 07:44:53 +0800 https://www.bullsignal.net/en/posts/20260704_074453/ $TSLA Robotaxi expansion into Florida Miami looks broader on the map, but the key bottleneck is fleet size: operating vehicles are still too few. https://www.bullsignal.net/en/posts/20260703_234425/ Fri, 03 Jul 2026 23:44:25 +0800 https://www.bullsignal.net/en/posts/20260703_234425/ The broad tape was not broken. The panic looked overdone: S&P 500 only fell 0.13% , while the past week was still up 2.2% . https://www.bullsignal.net/en/posts/20260703_214417/ Fri, 03 Jul 2026 21:44:17 +0800 https://www.bullsignal.net/en/posts/20260703_214417/ Meta appears to have finally caught up with OpenAI’s current top-tier model performance. The key read-through is not just benchmark parity, but the escalation path: the next model… https://www.bullsignal.net/en/posts/20260703_154401/ Fri, 03 Jul 2026 15:44:01 +0800 https://www.bullsignal.net/en/posts/20260703_154401/ Meta selling compute does not automatically mean it is quitting frontier model development. https://www.bullsignal.net/en/posts/20260703_114327/ Fri, 03 Jul 2026 11:43:27 +0800 https://www.bullsignal.net/en/posts/20260703_114327/ Anthropic–Samsung Foundry : the real signal is not just foundry cooperation, but that Anthropic is also considering Samsung Foundry’s packaging . https://www.bullsignal.net/en/posts/20260703_074355/ Fri, 03 Jul 2026 07:43:55 +0800 https://www.bullsignal.net/en/posts/20260703_074355/ $KLAC looks like a sharp momentum washout rather than ordinary weakness. The stock is down almost 25% in 2 days ; the last comparable move was 4/14/2000 , right after the official… https://www.bullsignal.net/en/posts/20260703_040338/ Fri, 03 Jul 2026 04:03:38 +0800 https://www.bullsignal.net/en/posts/20260703_040338/ $NVDA remains a core tape barometer. The key call: focus on fundamentals, not noise. If Nvidia is truly “done,” the read-through is brutal: the whole U.S. https://www.bullsignal.net/en/posts/20260703_014349/ Fri, 03 Jul 2026 01:43:49 +0800 https://www.bullsignal.net/en/posts/20260703_014349/ $SPY looks capped for now. The key setup is whether this turns into an all-day drill that reverses next week, or just another messy NFP chop day that goes nowhere. 1 https://www.bullsignal.net/en/posts/20260702_234357/ Thu, 02 Jul 2026 23:43:57 +0800 https://www.bullsignal.net/en/posts/20260702_234357/ Bitcoin caught a clean bid from the $57,800 support / reversal level , then ripped $4,000 higher. https://www.bullsignal.net/en/posts/20260702_214429/ Thu, 02 Jul 2026 21:44:29 +0800 https://www.bullsignal.net/en/posts/20260702_214429/ Rule of law edge is simple: everyone can use the courts as leverage against evil and injustice. The real moat is not slogans. It is enforceable counterpower. 1 https://www.bullsignal.net/en/posts/20260702_134412/ Thu, 02 Jul 2026 13:44:12 +0800 https://www.bullsignal.net/en/posts/20260702_134412/ U.S. equities are sitting on a crowded, high-leverage setup. The real risk is not a single macro headline. It is positioning. U.S. brokerage-account margin debt has reached $1. https://www.bullsignal.net/en/posts/20260702_114337/ Thu, 02 Jul 2026 11:43:37 +0800 https://www.bullsignal.net/en/posts/20260702_114337/ Buying a stock after it has already run hundreds or thousands of percent in a short period is usually just picking up crumbs after the feast. https://www.bullsignal.net/en/posts/20260702_060318/ Thu, 02 Jul 2026 06:03:18 +0800 https://www.bullsignal.net/en/posts/20260702_060318/ $PLTR is in a clean “gap-and-go” tape. The next key test is a move and hold over the 127-128 area , with the 21ma sitting in the same zone. https://www.bullsignal.net/en/posts/20260702_042651/ Thu, 02 Jul 2026 04:26:51 +0800 https://www.bullsignal.net/en/posts/20260702_042651/ $SPY / $QQQ : Bias leans green for tomorrow, driven by historical strength before July 4th rather than intraday tape alone. Still a jinx-risk call, not a clean setup. https://www.bullsignal.net/en/posts/20260702_040137/ Thu, 02 Jul 2026 04:01:37 +0800 https://www.bullsignal.net/en/posts/20260702_040137/ $META “excess AI compute” headline looks more like market psychology than a real industry regime shift. https://www.bullsignal.net/en/posts/20260702_020124/ Thu, 02 Jul 2026 02:01:24 +0800 https://www.bullsignal.net/en/posts/20260702_020124/ $META ripped more than 11% after reports of a cloud infrastructure push to sell access to AI compute. https://www.bullsignal.net/en/posts/20260702_000603/ Thu, 02 Jul 2026 00:06:03 +0800 https://www.bullsignal.net/en/posts/20260702_000603/ $ARM is the cleaner derivative play on $NVDA ’s stated $20B CPU opportunity . The logic is simple: Arm earns royalties on every Vera CPU shipment, and hyperscaler CPU share should… https://www.bullsignal.net/en/posts/20260701_120102/ Wed, 01 Jul 2026 12:01:02 +0800 https://www.bullsignal.net/en/posts/20260701_120102/ July setup looks bullish. The tape is coiling for an upside breakout, but follow-through is the whole trade. https://www.bullsignal.net/en/posts/20260701_102613/ Wed, 01 Jul 2026 10:26:13 +0800 https://www.bullsignal.net/en/posts/20260701_102613/ PCE inflation could get an artificial tailwind from methodology changes rather than real disinflation. https://www.bullsignal.net/en/posts/20260701_100106/ Wed, 01 Jul 2026 10:01:06 +0800 https://www.bullsignal.net/en/posts/20260701_100106/ $CVNA is at a tradable inflection point. The setup is not directional yet; the edge is to play whichever side wins the breakout. https://www.bullsignal.net/en/posts/20260701_074243/ Wed, 01 Jul 2026 07:42:43 +0800 https://www.bullsignal.net/en/posts/20260701_074243/ $NKE is still in a brutal drawdown tape. The -5% after-hours move reads less like a one-off reaction and more like another leg in a nonstop sequence of selloffs. https://www.bullsignal.net/en/posts/20260701_054835/ Wed, 01 Jul 2026 05:48:35 +0800 https://www.bullsignal.net/en/posts/20260701_054835/ $TSM has a deeper moat setup into 2029. The edge is shifting from transistor density to packaging capacity. https://www.bullsignal.net/en/posts/20260701_035643/ Wed, 01 Jul 2026 03:56:43 +0800 https://www.bullsignal.net/en/posts/20260701_035643/ KOSPI move is not just strong; it is blow-off scale. It doubled in the first half of the year. The U.S. https://www.bullsignal.net/en/posts/20260701_015315/ Wed, 01 Jul 2026 01:53:15 +0800 https://www.bullsignal.net/en/posts/20260701_015315/ Swing trading edge comes from patience, not reacting to every intraday wiggle. The real money sits in zooming out, nailing key entries, understanding the trend, and letting the po… https://www.bullsignal.net/en/posts/20260701_014402/ Wed, 01 Jul 2026 01:44:02 +0800 https://www.bullsignal.net/en/posts/20260701_014402/ $LMND cutting reinsurance by 2% looks like a deliberate margin lever, especially with added tail catastrophe protection to keep downside risk capped. https://www.bullsignal.net/en/posts/20260701_000110/ Wed, 01 Jul 2026 00:01:10 +0800 https://www.bullsignal.net/en/posts/20260701_000110/ A potential Trump administration ban on foreign energy inverter imports is not just a solar headline. https://www.bullsignal.net/en/posts/20260630_220138/ Tue, 30 Jun 2026 22:01:38 +0800 https://www.bullsignal.net/en/posts/20260630_220138/ The current bull market does not look late-cycle. The better read is that it is still in the early innings, so the bigger risk may be staying underexposed rather than chasing too… https://www.bullsignal.net/en/posts/20260630_200051/ Tue, 30 Jun 2026 20:00:51 +0800 https://www.bullsignal.net/en/posts/20260630_200051/ Broadcom custom ASIC order-loss rumors deserve active tracking. The setup is no longer clean enough to dismiss as noise, especially when new foundry-allocation signals keep surfac… https://www.bullsignal.net/en/posts/20260630_140050/ Tue, 30 Jun 2026 14:00:50 +0800 https://www.bullsignal.net/en/posts/20260630_140050/ Zhipu may have crossed a key coding-capability threshold. Once code accuracy gets good enough, model self-distillation starts to kick in, improving code correctness and generaliza… https://www.bullsignal.net/en/posts/20260630_120136/ Tue, 30 Jun 2026 12:01:36 +0800 https://www.bullsignal.net/en/posts/20260630_120136/ $TSLA : FSD V14 Lite is framed as late but meaningful. Confidence in the prior $TSLA position was built from HW3 / FSD V12 , with real-world FSD progress turning once-impressive r… https://www.bullsignal.net/en/posts/20260630_102656/ Tue, 30 Jun 2026 10:26:56 +0800 https://www.bullsignal.net/en/posts/20260630_102656/ Commodity DRAM pricing cannot keep ripping purely on supply-demand when suppliers are already at 80% operating margins and above 90% gross margins . https://www.bullsignal.net/en/posts/20260630_100054/ Tue, 30 Jun 2026 10:00:54 +0800 https://www.bullsignal.net/en/posts/20260630_100054/ Nvidia Rubin Ultra may fail to build a real edge over AMD MI500 . The key read: next-gen GPU leadership is not locked in, and the competitive gap could compress faster than the ma… https://www.bullsignal.net/en/posts/20260630_062040/ Tue, 30 Jun 2026 06:20:40 +0800 https://www.bullsignal.net/en/posts/20260630_062040/ $IBM is showing constructive action: a clean lift into the 21ma daily , a test back toward the 200ma daily , and a tail off that level. Position still being held. 1 https://www.bullsignal.net/en/posts/20260630_060244/ Tue, 30 Jun 2026 06:02:44 +0800 https://www.bullsignal.net/en/posts/20260630_060244/ $IBM looks constructive after lifting into the 21ma daily , retesting the 200ma daily , and tailing back up. The setup still supports holding the position. 1 https://www.bullsignal.net/en/posts/20260630_041531/ Tue, 30 Jun 2026 04:15:31 +0800 https://www.bullsignal.net/en/posts/20260630_041531/ $AAOI offered a clean reversal trade at $130 with strong risk/reward. The level held perfectly, then ripped 8% and pushed toward $147 . Clean bounce, clean execution. https://www.bullsignal.net/en/posts/20260630_035403/ Tue, 30 Jun 2026 03:54:03 +0800 https://www.bullsignal.net/en/posts/20260630_035403/ $NVDA is still weak and sitting right on the 200dma . The key line is simple: it needs to close back above the 200dma today. https://www.bullsignal.net/en/posts/20260630_020119/ Tue, 30 Jun 2026 02:01:19 +0800 https://www.bullsignal.net/en/posts/20260630_020119/ Expansion-equipment vendors look like the higher-beta AI capex play. GPU , photonics, storage, and CPU vendors eat hyperscaler capex; expansion-equipment suppliers then eat the ca… https://www.bullsignal.net/en/posts/20260630_000758/ Tue, 30 Jun 2026 00:07:58 +0800 https://www.bullsignal.net/en/posts/20260630_000758/ $AMDL trade got stopped out fully, but the setup still paid: common shares booked a little over 10% . Clean exit, no bag-holding. https://www.bullsignal.net/en/posts/20260630_000138/ Tue, 30 Jun 2026 00:01:38 +0800 https://www.bullsignal.net/en/posts/20260630_000138/ $RKLB / $IRDM : The back-to-back dilution finally has a strategic read-through. An $8B acquisition of Iridium would instantly add global L-band spectrum , a 66-satellite LEO commu… https://www.bullsignal.net/en/posts/20260629_220107/ Mon, 29 Jun 2026 22:01:07 +0800 https://www.bullsignal.net/en/posts/20260629_220107/ $RKLB buying $IRDM for $8B is not just an M&A headline. The real trade is vertical integration: own launch, satellites, spectrum, the network, and the recurring revenue layer as N… https://www.bullsignal.net/en/posts/20260629_200145/ Mon, 29 Jun 2026 20:01:45 +0800 https://www.bullsignal.net/en/posts/20260629_200145/ $MRVL is leaning into the next bottleneck: pooled memory, not just pooled compute. The Structera CXL line — Structera X memory-expansion controller and Structera A near-memory acc… https://www.bullsignal.net/en/posts/20260629_140153/ Mon, 29 Jun 2026 14:01:53 +0800 https://www.bullsignal.net/en/posts/20260629_140153/ HDV looks like the stronger defensive sleeve versus SCHD in bear markets and bigger pullbacks. https://www.bullsignal.net/en/posts/20260629_094615/ Mon, 29 Jun 2026 09:46:15 +0800 https://www.bullsignal.net/en/posts/20260629_094615/ War headlines are getting over-weighted. The tape is not treating wars with the same obsession as journalists, so headline panic may be more noise than signal. https://www.bullsignal.net/en/posts/20260629_080531/ Mon, 29 Jun 2026 08:05:31 +0800 https://www.bullsignal.net/en/posts/20260629_080531/ $SPX is being framed as a potential bullish continuation setup, with a possible “three white soldiers” pattern ahead. https://www.bullsignal.net/en/posts/20260629_060122/ Mon, 29 Jun 2026 06:01:22 +0800 https://www.bullsignal.net/en/posts/20260629_060122/ $CIFR held a key level last week. The trade now needs follow-through and a clear directional break this week. 1 $IREN completed a breakout and backtest. https://www.bullsignal.net/en/posts/20260629_040236/ Mon, 29 Jun 2026 04:02:36 +0800 https://www.bullsignal.net/en/posts/20260629_040236/ US equities look structurally detached from the real economy: since 1995 , the US stock market is up 1301% , while the economy is up only 306% . https://www.bullsignal.net/en/posts/20260629_020228/ Mon, 29 Jun 2026 02:02:28 +0800 https://www.bullsignal.net/en/posts/20260629_020228/ Frontier AI moat compression is the key risk. Chinese models are closing the output-quality gap at ultra-low cost, so the old moat starts fading. https://www.bullsignal.net/en/posts/20260628_234631/ Sun, 28 Jun 2026 23:46:31 +0800 https://www.bullsignal.net/en/posts/20260628_234631/ AI inference cost pressure is pushing companies toward cheaper open-source models like Zhipu GLM-5.2 and Kimi2.7 . https://www.bullsignal.net/en/posts/20260628_134355/ Sun, 28 Jun 2026 13:43:55 +0800 https://www.bullsignal.net/en/posts/20260628_134355/ Mega-cap tech looks cheap but remains a poor short-term hold. NVIDIA, Google, and Microsoft are already near historical low valuations, but the tape is chasing AI infrastructure b… https://www.bullsignal.net/en/posts/20260628_074403/ Sun, 28 Jun 2026 07:44:03 +0800 https://www.bullsignal.net/en/posts/20260628_074403/ $MAGS looks stretched versus $QQQ . The Magnificent 7 ETF just printed a fresh 28 month low relative to $QQQ , raising the odds of a rubber-band snapback rather than more straight… https://www.bullsignal.net/en/posts/20260628_020121/ Sun, 28 Jun 2026 02:01:21 +0800 https://www.bullsignal.net/en/posts/20260628_020121/ Fable reopening is a meaningful bullish catalyst. The key read-through: U.S. restrictions on frontier models had become a major overhang on future revenue for large-model companie… https://www.bullsignal.net/en/posts/20260627_220204/ Sat, 27 Jun 2026 22:02:04 +0800 https://www.bullsignal.net/en/posts/20260627_220204/ CBRS may have a near-term catalyst: GPT’s official post quietly points to GPT5.6 launching on the Cerebras platform in July , with up to 750 tokens/second for selected customers. https://www.bullsignal.net/en/posts/20260627_160049/ Sat, 27 Jun 2026 16:00:49 +0800 https://www.bullsignal.net/en/posts/20260627_160049/ Inflation print is not the real bear case. The data still reflects May, when oil was above 100 ; with oil now just above 70 , inflation pressure should cool next. https://www.bullsignal.net/en/posts/20260627_054339/ Sat, 27 Jun 2026 05:43:39 +0800 https://www.bullsignal.net/en/posts/20260627_054339/ $SPX has a bullish holiday-seasonality setup into next week. Over the last 15 years , the trading day before July 4th closed green 13 of the 15 times , and one of the two red sess… https://www.bullsignal.net/en/posts/20260627_034911/ Sat, 27 Jun 2026 03:49:11 +0800 https://www.bullsignal.net/en/posts/20260627_034911/ Price action drives the story, not the other way around. When $DRAM dumps 8% , the “storage inflation” narrative suddenly feels convincing; when it is only down 3% , conviction fa… https://www.bullsignal.net/en/posts/20260627_014907/ Sat, 27 Jun 2026 01:49:07 +0800 https://www.bullsignal.net/en/posts/20260627_014907/ Midterm years are structurally choppy, not just headline noise. From 1962-2022 , midterm years averaged a max drawdown of roughly -21% , with a median drawdown of about -20% . https://www.bullsignal.net/en/posts/20260626_234329/ Fri, 26 Jun 2026 23:43:29 +0800 https://www.bullsignal.net/en/posts/20260626_234329/ During deleveraging, the tape hunts for whatever story can justify sell pressure. Yesterday it was “data-center demand is unsustainable”; today it is “memory inflation” or “AI cap… https://www.bullsignal.net/en/posts/20260626_215738/ Fri, 26 Jun 2026 21:57:38 +0800 https://www.bullsignal.net/en/posts/20260626_215738/ $AMZN raising GPU instance prices by 20% next month is a clean read-through: AI compute scarcity is turning into pricing power across the stack. https://www.bullsignal.net/en/posts/20260626_154825/ Fri, 26 Jun 2026 15:48:25 +0800 https://www.bullsignal.net/en/posts/20260626_154825/ Memory inflation blame game: Apple is framing price hikes as upstream memory-cost pressure, not a voluntary pricing move. https://www.bullsignal.net/en/posts/20260626_114623/ Fri, 26 Jun 2026 11:46:23 +0800 https://www.bullsignal.net/en/posts/20260626_114623/ Micron no longer looks like a clean entry after the earnings-driven rip. Price has reached 1250美元 , leaving only 20% upside to the 1500目标价 , while the bear-case drawdown is still… https://www.bullsignal.net/en/posts/20260626_095039/ Fri, 26 Jun 2026 09:50:39 +0800 https://www.bullsignal.net/en/posts/20260626_095039/ MMT keeps failing in practice. The punchline is brutal: the policy delivers the opposite of its idealistic premise and stated goals. https://www.bullsignal.net/en/posts/20260626_075658/ Fri, 26 Jun 2026 07:56:58 +0800 https://www.bullsignal.net/en/posts/20260626_075658/ Sideways markets are the real chop zone for undisciplined traders. Downtrends are easier to identify and avoid. https://www.bullsignal.net/en/posts/20260626_060053/ Fri, 26 Jun 2026 06:00:53 +0800 https://www.bullsignal.net/en/posts/20260626_060053/ $SPX could see an "immaculate week" (all red) for the first time since April 2024. Historically, that pattern led to a 2.5% pop in the next 3 days. https://www.bullsignal.net/en/posts/20260626_040147/ Fri, 26 Jun 2026 04:01:47 +0800 https://www.bullsignal.net/en/posts/20260626_040147/ $SPX looks close to a July-cycle bottom. A possible flush to 7255 is still on deck, but the risk/reward is shifting toward building the July trade rather than chasing downside. https://www.bullsignal.net/en/posts/20260626_022605/ Fri, 26 Jun 2026 02:26:05 +0800 https://www.bullsignal.net/en/posts/20260626_022605/ Recent trades being underwater points to a choppy tape . Long exposure should stay light. No need to add risk while setups are not working. 1 https://www.bullsignal.net/en/posts/20260626_015905/ Fri, 26 Jun 2026 01:59:05 +0800 https://www.bullsignal.net/en/posts/20260626_015905/ The data is not a “market crash” setup. It is a “Fed still can’t cut yet” setup. Inflation and activity remain too hot: PCE inflation: 4.1% YoY , Core PCE: 3. https://www.bullsignal.net/en/posts/20260626_000107/ Fri, 26 Jun 2026 00:01:07 +0800 https://www.bullsignal.net/en/posts/20260626_000107/ AAPL price hikes look like a cost-pass-through cycle, not a one-off. MacBook Neo moved from $599 to $699 ; MacBook Air from $1099 to $1299 ; 14-inch entry MacBook Pro from $1699 t… https://www.bullsignal.net/en/posts/20260625_221124/ Thu, 25 Jun 2026 22:11:24 +0800 https://www.bullsignal.net/en/posts/20260625_221124/ HBM is shifting from a cyclical commodity into a structural growth cycle. In the AI inference era, memory is the choke point. https://www.bullsignal.net/en/posts/20260625_214348/ Thu, 25 Jun 2026 21:43:48 +0800 https://www.bullsignal.net/en/posts/20260625_214348/ Japan’s Nikkei is pressing into another fresh ATH , but the index strength is not broad-based. $NTDOY Nintendo is making a fresh 2. https://www.bullsignal.net/en/posts/20260625_194813/ Thu, 25 Jun 2026 19:48:13 +0800 https://www.bullsignal.net/en/posts/20260625_194813/ Memory stocks remain the cleanest risk-on lane. The KOSPI upgrade matters less as a headline and more as a sentiment release valve: South Korean buyers now have room to chase memo… https://www.bullsignal.net/en/posts/20260625_122600/ Thu, 25 Jun 2026 12:26:00 +0800 https://www.bullsignal.net/en/posts/20260625_122600/ $KORU looks like it may be compressing inside a 600 point range before a potential move toward $2k . This is a classic coiled-spring setup: tight range first, expansion later. 1 https://www.bullsignal.net/en/posts/20260625_120112/ Thu, 25 Jun 2026 12:01:12 +0800 https://www.bullsignal.net/en/posts/20260625_120112/ Memory is still the cheapest AI bottleneck trade. The rerating looks early-stage, while TSMC gets a premium multiple because it acts like a platform-style manufacturer enabling cu… https://www.bullsignal.net/en/posts/20260625_094329/ Thu, 25 Jun 2026 09:43:29 +0800 https://www.bullsignal.net/en/posts/20260625_094329/ $NVDA and $MU sit at the center of the next AI leg. The key read-through is not just data-center demand. https://www.bullsignal.net/en/posts/20260625_074423/ Thu, 25 Jun 2026 07:44:23 +0800 https://www.bullsignal.net/en/posts/20260625_074423/ $MU is telling the market the AI trade is not dead. It is moving down the stack. The key read-through is that HBM, DRAM and memory are becoming the next AI bottleneck, backed by Q… https://www.bullsignal.net/en/posts/20260625_061612/ Thu, 25 Jun 2026 06:16:12 +0800 https://www.bullsignal.net/en/posts/20260625_061612/ $MU is moving into an earnings-plus-multiple rerating setup. The key read: Q3’26 revenue $41.5B , EPS $25.11 , gross margin 84. https://www.bullsignal.net/en/posts/20260625_060153/ Thu, 25 Jun 2026 06:01:53 +0800 https://www.bullsignal.net/en/posts/20260625_060153/ Relief bounces and real trend changes must be separated. For short-to-mid-term traders, that distinction drives entries, exits, trims, and swing decisions. https://www.bullsignal.net/en/posts/20260625_040206/ Thu, 25 Jun 2026 04:02:06 +0800 https://www.bullsignal.net/en/posts/20260625_040206/ Crypto weakness is spilling into equities, with $SPX turning red. This tape looks like cross-asset risk-off, not isolated crypto selling. 1 $DRAM longs were mostly cleared. https://www.bullsignal.net/en/posts/20260625_023059/ Thu, 25 Jun 2026 02:30:59 +0800 https://www.bullsignal.net/en/posts/20260625_023059/ $MU selling off into the earnings print creates a potential premium-selling setup. After being down almost -20% from the overnight highs a couple days ago , selling puts starts to… https://www.bullsignal.net/en/posts/20260625_020258/ Thu, 25 Jun 2026 02:02:58 +0800 https://www.bullsignal.net/en/posts/20260625_020258/ Oil is unwinding the war-risk premium as ships restart Strait of Hormuz crossings and US/Iran talks look less hostile. https://www.bullsignal.net/en/posts/20260625_000127/ Thu, 25 Jun 2026 00:01:27 +0800 https://www.bullsignal.net/en/posts/20260625_000127/ OpenAI potentially selling internal chip-design / EDA-style solutions externally would be a real overhang for incumbent EDA companies . https://www.bullsignal.net/en/posts/20260624_220258/ Wed, 24 Jun 2026 22:02:58 +0800 https://www.bullsignal.net/en/posts/20260624_220258/ $WEN is getting flagged as the next Reddit meme stonk. The setup is already hot, with the stock up 25% in pre-market . The near-term trade target is $10-$12 . https://www.bullsignal.net/en/posts/20260624_200159/ Wed, 24 Jun 2026 20:01:59 +0800 https://www.bullsignal.net/en/posts/20260624_200159/ $ETH in the low $1,600s looks like a sentiment washout, not a broken chain. ETF flows are ugly, price action is weak, and leverage looks shaky. https://www.bullsignal.net/en/posts/20260624_134836/ Wed, 24 Jun 2026 13:48:36 +0800 https://www.bullsignal.net/en/posts/20260624_134836/ $GOLD is flashing a fast deterioration setup. Even after making a new ATH earlier this year, the sharp 30% drawdown has pushed gold close to a potential death cross within weeks. https://www.bullsignal.net/en/posts/20260624_120046/ Wed, 24 Jun 2026 12:00:46 +0800 https://www.bullsignal.net/en/posts/20260624_120046/ Futures have staged a clean bounce, but the real near-term tape-setter is $MU . Memory remains the focal point for risk appetite into tomorrow. 1 https://www.bullsignal.net/en/posts/20260624_111041/ Wed, 24 Jun 2026 11:10:41 +0800 https://www.bullsignal.net/en/posts/20260624_111041/ $CBRS may have printed well, but calling it an “Nvidia challenger” looks stretched. FY26 growth guided at 69% is not enough when $NVDA is 425x larger on revenue , growing faster,… https://www.bullsignal.net/en/posts/20260624_104624/ Wed, 24 Jun 2026 10:46:24 +0800 https://www.bullsignal.net/en/posts/20260624_104624/ Volatility is the admission ticket for single-stock picking. If that heat is not tolerable, broad index funds are the cleaner lane. 1 $QQQ sold off 3. https://www.bullsignal.net/en/posts/20260624_102122/ Wed, 24 Jun 2026 10:21:22 +0800 https://www.bullsignal.net/en/posts/20260624_102122/ $SPCX credit demand is a major risk-on tell. A planned $20B debt offering reportedly pulled $89B of peak demand , more than 4x oversubscribed . That is not just financing. https://www.bullsignal.net/en/posts/20260624_095623/ Wed, 24 Jun 2026 09:56:23 +0800 https://www.bullsignal.net/en/posts/20260624_095623/ Quantum stocks are a barbell trade: they can mint generational winners or torch late buzzword chasers. https://www.bullsignal.net/en/posts/20260624_092539/ Wed, 24 Jun 2026 09:25:39 +0800 https://www.bullsignal.net/en/posts/20260624_092539/ When a stock gaps below the stop, the cleaner play is to avoid panic-selling the open and let the first 30-60 minutes print a real intraday low before acting. https://www.bullsignal.net/en/posts/20260624_090144/ Wed, 24 Jun 2026 09:01:44 +0800 https://www.bullsignal.net/en/posts/20260624_090144/ KOSPI ’s overnight -10% crash looks ugly on the tape, but the move only reset the index to where it traded ten days ago . https://www.bullsignal.net/en/posts/20260624_082008/ Wed, 24 Jun 2026 08:20:08 +0800 https://www.bullsignal.net/en/posts/20260624_082008/ SoftBank / Masayoshi Son vs. Elon Musk’s $SPCX orbital data center idea : the near-term AI race is still an Earth-based compute land grab. https://www.bullsignal.net/en/posts/20260624_074941/ Wed, 24 Jun 2026 07:49:41 +0800 https://www.bullsignal.net/en/posts/20260624_074941/ KOSPI -10% overnight looks scary, but the move only took the index back to where it traded ten days ago . The tape is violent, not necessarily broken. https://www.bullsignal.net/en/posts/20260624_071858/ Wed, 24 Jun 2026 07:18:58 +0800 https://www.bullsignal.net/en/posts/20260624_071858/ Masayoshi Son’s pushback on Elon Musk’s $SPCX orbital data center idea is a clear “earth-first” compute thesis: the AI race gets won by whoever builds massive terrestrial capacity… https://www.bullsignal.net/en/posts/20260624_064534/ Wed, 24 Jun 2026 06:45:34 +0800 https://www.bullsignal.net/en/posts/20260624_064534/ The AI compute race likely gets won on Earth first, not in orbit. $SPCX -style orbital data centers may save power, but launch, maintenance, and communication costs can overwhelm… https://www.bullsignal.net/en/posts/20260624_061033/ Wed, 24 Jun 2026 06:10:33 +0800 https://www.bullsignal.net/en/posts/20260624_061033/ AI compute race still looks Earth-first, not orbit-first. The key pushback on $SPCX orbital data centers is simple: launch, maintenance, and communication costs eat the power-savi… https://www.bullsignal.net/en/posts/20260624_053925/ Wed, 24 Jun 2026 05:39:25 +0800 https://www.bullsignal.net/en/posts/20260624_053925/ USD/EUR looks late-cycle on the move. The structure is turning bearish: price has been grinding higher inside a stretched rising channel, and the latest leg looks more like exhaus… https://www.bullsignal.net/en/posts/20260624_050956/ Wed, 24 Jun 2026 05:09:56 +0800 https://www.bullsignal.net/en/posts/20260624_050956/ USD/EUR looks late-cycle rather than early-breakout. Price action has been grinding higher inside a stretched rising channel, and the latest leg looks more like exhaustion than a… https://www.bullsignal.net/en/posts/20260624_043552/ Wed, 24 Jun 2026 04:35:52 +0800 https://www.bullsignal.net/en/posts/20260624_043552/ USD/EUR looks tactically exhausted. The latest push sits inside a stretched rising channel, and the move reads more like a blow-off leg than a clean new impulse. https://www.bullsignal.net/en/posts/20260624_040436/ Wed, 24 Jun 2026 04:04:36 +0800 https://www.bullsignal.net/en/posts/20260624_040436/ USD/EUR looks late-cycle on the move. The stretched rising channel now reads more like an exhaustion leg than a clean new impulse, so the setup is turning bearish rather than brea… https://www.bullsignal.net/en/posts/20260624_033006/ Wed, 24 Jun 2026 03:30:06 +0800 https://www.bullsignal.net/en/posts/20260624_033006/ USD/EUR looks tired. The push higher is stretched inside a rising channel, and the latest leg feels more like exhaustion than a clean new impulse. https://www.bullsignal.net/en/posts/20260624_025904/ Wed, 24 Jun 2026 02:59:04 +0800 https://www.bullsignal.net/en/posts/20260624_025904/ USD/EUR looks tactically bearish. The pair has been grinding higher inside a stretched rising channel, and the latest push looks more like an exhaustion leg than a clean fresh imp… https://www.bullsignal.net/en/posts/20260624_022514/ Wed, 24 Jun 2026 02:25:14 +0800 https://www.bullsignal.net/en/posts/20260624_022514/ USD/EUR looks late-cycle on the upside. The move is stretched inside a rising channel, and the latest leg reads more like exhaustion than a clean new impulse. https://www.bullsignal.net/en/posts/20260624_015430/ Wed, 24 Jun 2026 01:54:30 +0800 https://www.bullsignal.net/en/posts/20260624_015430/ USD/EUR looks late-cycle on the move. The rising channel is stretched, and the latest push reads more like an exhaustion leg than a clean new impulse. https://www.bullsignal.net/en/posts/20260624_012456/ Wed, 24 Jun 2026 01:24:56 +0800 https://www.bullsignal.net/en/posts/20260624_012456/ USD/EUR looks like it has likely finished its move. The structure is turning bearish: price has been grinding higher inside a stretched rising channel, and the latest push looks m… https://www.bullsignal.net/en/posts/20260624_005409/ Wed, 24 Jun 2026 00:54:09 +0800 https://www.bullsignal.net/en/posts/20260624_005409/ USD/EUR looks tactically exhausted. Price has been grinding higher inside a stretched rising channel, and the latest leg reads more like a blow-off move than a clean new impulse. https://www.bullsignal.net/en/posts/20260624_002349/ Wed, 24 Jun 2026 00:23:49 +0800 https://www.bullsignal.net/en/posts/20260624_002349/ USD/EUR looks vulnerable after a stretched move higher. The rising channel feels exhausted, more like a final squeeze than a clean new impulse. https://www.bullsignal.net/en/posts/20260623_235435/ Tue, 23 Jun 2026 23:54:35 +0800 https://www.bullsignal.net/en/posts/20260623_235435/ USD/EUR looks late-cycle on the upside. The move is stretched inside a rising channel, and the latest push looks more like an exhaustion leg than a fresh impulse. https://www.bullsignal.net/en/posts/20260623_232428/ Tue, 23 Jun 2026 23:24:28 +0800 https://www.bullsignal.net/en/posts/20260623_232428/ USD/EUR looks tactically bearish. The latest push sits inside a stretched rising channel and reads more like a final exhaustion leg than a fresh clean impulse. https://www.bullsignal.net/en/posts/20260623_225018/ Tue, 23 Jun 2026 22:50:18 +0800 https://www.bullsignal.net/en/posts/20260623_225018/ USD/EUR looks late-cycle rather than breakout-ready. Price has been grinding higher inside a stretched rising channel, and the latest push looks more like an exhaustion leg than a… https://www.bullsignal.net/en/posts/20260623_221559/ Tue, 23 Jun 2026 22:15:59 +0800 https://www.bullsignal.net/en/posts/20260623_221559/ USD/EUR looks tactically bearish. The move higher is stretched inside a rising channel, and the latest push looks more like an exhaustion leg than a clean new impulse. https://www.bullsignal.net/en/posts/20260623_214433/ Tue, 23 Jun 2026 21:44:33 +0800 https://www.bullsignal.net/en/posts/20260623_214433/ USD/EUR looks vulnerable. The move higher is stretched inside a rising channel, and the latest push looks more like an exhaustion leg than a fresh impulse. https://www.bullsignal.net/en/posts/20260623_212108/ Tue, 23 Jun 2026 21:21:08 +0800 https://www.bullsignal.net/en/posts/20260623_212108/ USD/EUR looks like it may have finished its move. The setup is turning bearish: price has been grinding higher in a stretched rising channel, and the latest push looks more like a… https://www.bullsignal.net/en/posts/20260623_110456/ Tue, 23 Jun 2026 11:04:56 +0800 https://www.bullsignal.net/en/posts/20260623_110456/ “Stock picker’s market” means dispersion is doing the heavy lifting. Broad index beta is less useful; the edge shifts to finding individual names with clean setups and relative st… https://www.bullsignal.net/en/posts/20260623_105518/ Tue, 23 Jun 2026 10:55:18 +0800 https://www.bullsignal.net/en/posts/20260623_105518/ Micron x Anthropic is not just a headline partnership. The read-through is that Anthropic will likely buy large amounts of Micron HBM , further validating the supply-constrained H… https://www.bullsignal.net/en/posts/20260623_085358/ Tue, 23 Jun 2026 08:53:58 +0800 https://www.bullsignal.net/en/posts/20260623_085358/ $SPCX chart action looks structurally ugly — “failed rocket launch” captures the setup: momentum has broken, and the tape is treating the name like a busted launch rather than a c… https://www.bullsignal.net/en/posts/20260623_025918/ Tue, 23 Jun 2026 02:59:18 +0800 https://www.bullsignal.net/en/posts/20260623_025918/ $SMH looks extended after a 84.7% 6-month run. Fresh longs need caution. Leadership from SMH still signals a healthy tape, but the chart likely needs a breather. https://www.bullsignal.net/en/posts/20260623_013256/ Tue, 23 Jun 2026 01:32:56 +0800 https://www.bullsignal.net/en/posts/20260623_013256/ SpaceX still looks expensive at $167 . Great company, but not yet profitable, so the valuation is hard to underwrite. https://www.bullsignal.net/en/posts/20260623_011931/ Tue, 23 Jun 2026 01:19:31 +0800 https://www.bullsignal.net/en/posts/20260623_011931/ SpaceX / $SPCX still looks pricey at $167 for a company that is not yet profitable. Good company, bad entry. https://www.bullsignal.net/en/posts/20260622_225833/ Mon, 22 Jun 2026 22:58:33 +0800 https://www.bullsignal.net/en/posts/20260622_225833/ $RDDT looks under-discussed relative to the new product commentary. The key read-through: Reddit is becoming a verification layer for AI commerce. https://www.bullsignal.net/en/posts/20260622_225449/ Mon, 22 Jun 2026 22:54:49 +0800 https://www.bullsignal.net/en/posts/20260622_225449/ $MU is the cleanest AI catalyst this week. Not because memory is a hot narrative. Because memory is where AI capex turns into real revenue. https://www.bullsignal.net/en/posts/20260622_205943/ Mon, 22 Jun 2026 20:59:43 +0800 https://www.bullsignal.net/en/posts/20260622_205943/ $GOOGL / DRAM : The key read is not whether Google actually buys from CXMT . The real signal is tighter memory supply. https://www.bullsignal.net/en/posts/20260622_125501/ Mon, 22 Jun 2026 12:55:01 +0800 https://www.bullsignal.net/en/posts/20260622_125501/ AI healthcare looks like the highest-impact vertical. The setup is not just product disruption; the trading and investing opportunity set across the group could be enormous as ado… https://www.bullsignal.net/en/posts/20260622_105900/ Mon, 22 Jun 2026 10:59:00 +0800 https://www.bullsignal.net/en/posts/20260622_105900/ VIX-positioning framework : the lower the VIX , the greedier the tape, so profit-taking matters. https://www.bullsignal.net/en/posts/20260622_085342/ Mon, 22 Jun 2026 08:53:42 +0800 https://www.bullsignal.net/en/posts/20260622_085342/ Forward P/E and forward PEG are not double-counting the same forward assumption. Forward P/E swaps the denominator from actual EPS to forward EPS . https://www.bullsignal.net/en/posts/20260622_045355/ Mon, 22 Jun 2026 04:53:55 +0800 https://www.bullsignal.net/en/posts/20260622_045355/ $QQQ is coming into the week with a clean upside breakout setup. The trade still needs follow-through; without confirmation, it stays a setup rather than a confirmed leg higher. https://www.bullsignal.net/en/posts/20260622_025525/ Mon, 22 Jun 2026 02:55:25 +0800 https://www.bullsignal.net/en/posts/20260622_025525/ $MU growth is no longer just a cyclical memory rebound. The key setup is operating income scaling from $1B to $160B in less than 3 years . https://www.bullsignal.net/en/posts/20260621_165350/ Sun, 21 Jun 2026 16:53:50 +0800 https://www.bullsignal.net/en/posts/20260621_165350/ Crypto TA works as a coordination game, not magic. Trend lines do not “control” $ETH . The edge comes from people, bots, funds, whales, market makers, and leverage traders all sta… https://www.bullsignal.net/en/posts/20260621_085309/ Sun, 21 Jun 2026 08:53:09 +0800 https://www.bullsignal.net/en/posts/20260621_085309/ Spreadsheet-only investing is a crowded trade. fundamentals, P/E, FCF are not enough; real alpha needs looking beyond the model and catching what screens miss. https://www.bullsignal.net/en/posts/20260621_005354/ Sun, 21 Jun 2026 00:53:54 +0800 https://www.bullsignal.net/en/posts/20260621_005354/ Retail is no longer just exit liquidity. The edge is shifting. Retail caught major themes early: memory , CPUs , photonics , optics , and names like $INTC , $NBIS , $MU , $DELL ,… https://www.bullsignal.net/en/posts/20260620_225502/ Sat, 20 Jun 2026 22:55:02 +0800 https://www.bullsignal.net/en/posts/20260620_225502/ $SPX has had only 7 red years on a total-return basis since 1981 , an 85% win rate across 45 samples. The odd part: 6 of those 7 red years landed in even years. https://www.bullsignal.net/en/posts/20260620_105320/ Sat, 20 Jun 2026 10:53:20 +0800 https://www.bullsignal.net/en/posts/20260620_105320/ $ETH “funding crisis” is not an “Ethereum is running out of money” story. The real issue is funding structure risk: Ethereum has leaned too much on the Ethereum Foundation , Proto… https://www.bullsignal.net/en/posts/20260620_065351/ Sat, 20 Jun 2026 06:53:51 +0800 https://www.bullsignal.net/en/posts/20260620_065351/ $SOL vs $ETH is not really one trade. $SOL wins on current user experience: fast, cheap, easy, retail-friendly. https://www.bullsignal.net/en/posts/20260620_025308/ Sat, 20 Jun 2026 02:53:08 +0800 https://www.bullsignal.net/en/posts/20260620_025308/ $ASTS and $RKLB look primed for a near-term relief bounce. $ASTS has been down 40% and is sitting right above the 200dma ; $RKLB has been down 30% and is sitting right above the 5… https://www.bullsignal.net/en/posts/20260619_225411/ Fri, 19 Jun 2026 22:54:11 +0800 https://www.bullsignal.net/en/posts/20260619_225411/ $NVDA is gaining share in AI inference not because it is the cheapest chip, but because buyers are standardizing around the platform with the most capacity, fastest deployment, an… https://www.bullsignal.net/en/posts/20260619_185335/ Fri, 19 Jun 2026 18:53:35 +0800 https://www.bullsignal.net/en/posts/20260619_185335/ Nebius has lost all pre-market gains and broken below $280 . This is not an obvious add zone yet. https://www.bullsignal.net/en/posts/20260619_125401/ Fri, 19 Jun 2026 12:54:01 +0800 https://www.bullsignal.net/en/posts/20260619_125401/ Memory looks like the highest-conviction semiconductor lane. The logic is simple: even the most aggressive sell-side numbers are now pointing the same way. https://www.bullsignal.net/en/posts/20260619_085336/ Fri, 19 Jun 2026 08:53:36 +0800 https://www.bullsignal.net/en/posts/20260619_085336/ Orbital AI data centers are moving from sci-fi pitch to commercialization track. The tell is not hype, but insurance talks. https://www.bullsignal.net/en/posts/20260619_045309/ Fri, 19 Jun 2026 04:53:09 +0800 https://www.bullsignal.net/en/posts/20260619_045309/ $PLTR does not look wildly overpriced on a growth-adjusted basis. The 2026 forward PE is 88 , but consensus EPS is expected to grow 96% by the end of 2026 . https://www.bullsignal.net/en/posts/20260619_025329/ Fri, 19 Jun 2026 02:53:29 +0800 https://www.bullsignal.net/en/posts/20260619_025329/ US housing affordability is not just a wallet problem. It is becoming a demographic drag. Since 2000, US home prices have tripled , up +200% , while fertility fell to 1. https://www.bullsignal.net/en/posts/20260618_225849/ Thu, 18 Jun 2026 22:58:49 +0800 https://www.bullsignal.net/en/posts/20260618_225849/ SpaceX at 200+ dollars was pure narrative-chasing, with no fundamental support. After a 7% single-day drop below 180 dollars , the setup still looks valuation-heavy: great story,… https://www.bullsignal.net/en/posts/20260618_205540/ Thu, 18 Jun 2026 20:55:40 +0800 https://www.bullsignal.net/en/posts/20260618_205540/ GLM-5.2 / Zhipu is not just a model upgrade. The bigger trade is margin migration. Open-source GLM5. https://www.bullsignal.net/en/posts/20260618_185326/ Thu, 18 Jun 2026 18:53:26 +0800 https://www.bullsignal.net/en/posts/20260618_185326/ KOSPI 9000 reads like a clean bullish target, not a data dump. The core call: Korea’s equity tape still has room to run after a vertical rally. 1 https://www.bullsignal.net/en/posts/20260618_125258/ Thu, 18 Jun 2026 12:52:58 +0800 https://www.bullsignal.net/en/posts/20260618_125258/ FOMC was likely not as hawkish as the market narrative suggested. The setup looked overly crowded on the bearish side: roughly a 70/30 split negative vs positive, yet the Nasdaq h… https://www.bullsignal.net/en/posts/20260618_085325/ Thu, 18 Jun 2026 08:53:25 +0800 https://www.bullsignal.net/en/posts/20260618_085325/ Samsung preferred looks mispriced: it is trading at a 40% discount to the common shares, which screens as too cheap for a preferred/common spread. https://www.bullsignal.net/en/posts/20260618_065742/ Thu, 18 Jun 2026 06:57:42 +0800 https://www.bullsignal.net/en/posts/20260618_065742/ No panic-selling into the Warsh/FOMC chop. Entries were built from key demand levels , so positions still had massive cushions . https://www.bullsignal.net/en/posts/20260618_045828/ Thu, 18 Jun 2026 04:58:28 +0800 https://www.bullsignal.net/en/posts/20260618_045828/ Tape is turning choppy again. SPY and QQQ are below the daily 10/21ma , so a 50ma test is now on the table. https://www.bullsignal.net/en/posts/20260618_025421/ Thu, 18 Jun 2026 02:54:21 +0800 https://www.bullsignal.net/en/posts/20260618_025421/ $TE shows a sharp bounce: a $2 bounce off lows on a sub-$10 stock signals aggressive dip demand. The setup gets more interesting if price clears $9. https://www.bullsignal.net/en/posts/20260618_005329/ Thu, 18 Jun 2026 00:53:29 +0800 https://www.bullsignal.net/en/posts/20260618_005329/ $SPCX / Cursor / $PLTR : Cursor being valued at $60B is a tell. Durable AI value is shifting toward the data layer . Compute gets commoditized as supply comes online. https://www.bullsignal.net/en/posts/20260617_225902/ Wed, 17 Jun 2026 22:59:02 +0800 https://www.bullsignal.net/en/posts/20260617_225902/ Crypto exchanges could front-run traditional finance by offering 24/7 tokenized U.S. stocks before legacy players modernize settlement. https://www.bullsignal.net/en/posts/20260617_225411/ Wed, 17 Jun 2026 22:54:11 +0800 https://www.bullsignal.net/en/posts/20260617_225411/ Financials and Materials deserve attention here. The signal is simple: watch the sector tape, not just mega-cap tech. https://www.bullsignal.net/en/posts/20260617_205317/ Wed, 17 Jun 2026 20:53:17 +0800 https://www.bullsignal.net/en/posts/20260617_205317/ Optimistic tape has the cleaner setup. Wall Street understands Warsh far better than Trump or Bibi , and any Strait reopening would remove the inflation tail-risk overhang. https://www.bullsignal.net/en/posts/20260617_125906/ Wed, 17 Jun 2026 12:59:06 +0800 https://www.bullsignal.net/en/posts/20260617_125906/ $HIMS looks like it is coiling, with upside levels mapped at $32 ish first and $41 ish second. Clean momentum setup. https://www.bullsignal.net/en/posts/20260617_125332/ Wed, 17 Jun 2026 12:53:32 +0800 https://www.bullsignal.net/en/posts/20260617_125332/ Oil breaking below $80 to $76 materially weakens the rate-hike narrative. That sets up a strong tailwind for Sofi , which jumped 15% intraday and traded above $18 . https://www.bullsignal.net/en/posts/20260617_105553/ Wed, 17 Jun 2026 10:55:53 +0800 https://www.bullsignal.net/en/posts/20260617_105553/ $AAOI has a simple mean-reversion setup: after being down 10% today, the expected move is a 10% snapback tomorrow. Pure bounce-trade logic. https://www.bullsignal.net/en/posts/20260617_085328/ Wed, 17 Jun 2026 08:53:28 +0800 https://www.bullsignal.net/en/posts/20260617_085328/ Intel 18A-P is the next credibility test for $INTC ’s foundry comeback. The node entered risk production on schedule, with up to 9% higher performance or 18% lower power than Inte… https://www.bullsignal.net/en/posts/20260617_065333/ Wed, 17 Jun 2026 06:53:33 +0800 https://www.bullsignal.net/en/posts/20260617_065333/ CLARITY Act is not a magic pump button. The real bull case is cleaner institutional on-ramp. The biggest blocker is the excuse: “We don’t know what the rules are. https://www.bullsignal.net/en/posts/20260617_045414/ Wed, 17 Jun 2026 04:54:14 +0800 https://www.bullsignal.net/en/posts/20260617_045414/ $CRWV looks like a prime candidate for a future U.S. government AI stake if Washington starts investing directly in AI companies. https://www.bullsignal.net/en/posts/20260617_025412/ Wed, 17 Jun 2026 02:54:12 +0800 https://www.bullsignal.net/en/posts/20260617_025412/ $SPCX adding over $250B in market cap in one day is being priced as validation of the SpaceX AI narrative. https://www.bullsignal.net/en/posts/20260617_005410/ Wed, 17 Jun 2026 00:54:10 +0800 https://www.bullsignal.net/en/posts/20260617_005410/ Innovative drugs need a cautious setup. The 2025 bull run was driven by the BD wave, because China’s innovative-drug R&D assets could exit across the full lifecycle, similar to th… https://www.bullsignal.net/en/posts/20260616_225847/ Tue, 16 Jun 2026 22:58:47 +0800 https://www.bullsignal.net/en/posts/20260616_225847/ SpaceX / xAI / Cursor : The capital-markets playbook looks aggressive. In April , after SpaceX had just merged with xAI at a $1.2 trillion valuation, it locked in Cursor first. https://www.bullsignal.net/en/posts/20260616_225348/ Tue, 16 Jun 2026 22:53:48 +0800 https://www.bullsignal.net/en/posts/20260616_225348/ $SPCX is trading like the public-market proxy for three narratives at once: launch, satellite internet, and orbital compute. https://www.bullsignal.net/en/posts/20260616_205320/ Tue, 16 Jun 2026 20:53:20 +0800 https://www.bullsignal.net/en/posts/20260616_205320/ $NVDA looks oddly behind the tape. $SOXX , $SMH , $INTC , and $AMD are all printing fresh ATHs, while $NVDA is still not close to a new ATH. https://www.bullsignal.net/en/posts/20260616_165425/ Tue, 16 Jun 2026 16:54:25 +0800 https://www.bullsignal.net/en/posts/20260616_165425/ $SPCX has turned into a hype train, but the clean takeaway is position sizing and circle of competence. https://www.bullsignal.net/en/posts/20260616_125344/ Tue, 16 Jun 2026 12:53:44 +0800 https://www.bullsignal.net/en/posts/20260616_125344/ $SPCX is already trading like a momentum proxy for late-stage private tech. The key tell: it is only 70% away from becoming the world’s largest company. https://www.bullsignal.net/en/posts/20260616_105242/ Tue, 16 Jun 2026 10:52:42 +0800 https://www.bullsignal.net/en/posts/20260616_105242/ $SPCX is still in a post-IPO “safe window” trade. The core setup: low float + index inclusion can fuel another leg, while strong business expectations provide the fundamental bid. https://www.bullsignal.net/en/posts/20260616_085304/ Tue, 16 Jun 2026 08:53:04 +0800 https://www.bullsignal.net/en/posts/20260616_085304/ $SPCX / SpaceX looks like a short-term FOMO tape after an “unreal 2 sessions.” The key call: it “might hit $200/share after hours / overnight ,” implying momentum is still driving… https://www.bullsignal.net/en/posts/20260616_065819/ Tue, 16 Jun 2026 06:58:19 +0800 https://www.bullsignal.net/en/posts/20260616_065819/ The market is now structurally leaning on AI and the related capex buildout. The setup feels too committed to fail. https://www.bullsignal.net/en/posts/20260616_045311/ Tue, 16 Jun 2026 04:53:11 +0800 https://www.bullsignal.net/en/posts/20260616_045311/ $COST is still building a base. That is constructive, not dead money. MACD is curling higher, so the key trigger is a potential bull cross. https://www.bullsignal.net/en/posts/20260616_025744/ Tue, 16 Jun 2026 02:57:44 +0800 https://www.bullsignal.net/en/posts/20260616_025744/ $SPCX has a credible route into the $26.5T AI infrastructure TAM through Starship . If AI compute shifts to orbit, SpaceX becomes the only vertically integrated full-stack player… https://www.bullsignal.net/en/posts/20260616_005807/ Tue, 16 Jun 2026 00:58:07 +0800 https://www.bullsignal.net/en/posts/20260616_005807/ $AMD $160 LEAP calls became a classic paper-hands lesson. The position was down 90% , then bounced to +20% , but the exit came too early just to “escape alive. https://www.bullsignal.net/en/posts/20260616_005244/ Tue, 16 Jun 2026 00:52:44 +0800 https://www.bullsignal.net/en/posts/20260616_005244/ $VIX keeps finding support in the 15-16 zone this year. Vol compression may be running into a floor rather than cleanly breaking down. 1 $SPX looks like it wants fresh ATHs . https://www.bullsignal.net/en/posts/20260615_225821/ Mon, 15 Jun 2026 22:58:21 +0800 https://www.bullsignal.net/en/posts/20260615_225821/ $MSFT is trying to print a clean intraday turn. The key read: a confirmed reversal off the lows so far today, with momentum shifting from panic selling to bounce mode. https://www.bullsignal.net/en/posts/20260615_205351/ Mon, 15 Jun 2026 20:53:51 +0800 https://www.bullsignal.net/en/posts/20260615_205351/ $TSM expanding its materials, components, and equipment supply chain for CoPoS advanced packaging points to real demand, not just concept hype. https://www.bullsignal.net/en/posts/20260615_185304/ Mon, 15 Jun 2026 18:53:04 +0800 https://www.bullsignal.net/en/posts/20260615_185304/ US-Iran ceasefire + Hormuz reopening could force a macro re-pricing. The key chain is simple: oil rolls over → inflation expectations cool → Fed rate expectations get re-priced. https://www.bullsignal.net/en/posts/20260615_125249/ Mon, 15 Jun 2026 12:52:49 +0800 https://www.bullsignal.net/en/posts/20260615_125249/ $LMND moat sits in core pricing and underwriting precision. The edge is not generic AI hype. https://www.bullsignal.net/en/posts/20260615_105827/ Mon, 15 Jun 2026 10:58:27 +0800 https://www.bullsignal.net/en/posts/20260615_105827/ $NVDA Vera Rubin and $GOOGL next-gen AI data centers are pulling 800V DC adoption forward, with shipments expected in Q3 2026 . https://www.bullsignal.net/en/posts/20260615_105315/ Mon, 15 Jun 2026 10:53:15 +0800 https://www.bullsignal.net/en/posts/20260615_105315/ The U.S.–Iran ceasefire memorandum looks less like a one-off headline and more like a negotiated truce pattern. https://www.bullsignal.net/en/posts/20260615_065812/ Mon, 15 Jun 2026 06:58:12 +0800 https://www.bullsignal.net/en/posts/20260615_065812/ Iran–U.S. de-escalation : The read-through is bigger than a single peace deal. This looks like a win for Iran and another push toward a more multipolar world order , where U.S. https://www.bullsignal.net/en/posts/20260615_025323/ Mon, 15 Jun 2026 02:53:23 +0800 https://www.bullsignal.net/en/posts/20260615_025323/ $INTC looks like a buy-the-dip candidate. The setup is framed as “America’s $TSM ,” with a clean base forming above the $100 psychological level. https://www.bullsignal.net/en/posts/20260615_005359/ Mon, 15 Jun 2026 00:53:59 +0800 https://www.bullsignal.net/en/posts/20260615_005359/ HBM is breaking the old DRAM cost curve. From 1957 to 2020 , DRAM cost per Gb fell by roughly one order of magnitude every five years . https://www.bullsignal.net/en/posts/20260614_185318/ Sun, 14 Jun 2026 18:53:18 +0800 https://www.bullsignal.net/en/posts/20260614_185318/ U.S.–Iran ceasefire memo looks close. The setup increasingly resembles the late-May call: a first-stage political framework, not a final nuclear deal. https://www.bullsignal.net/en/posts/20260614_125317/ Sun, 14 Jun 2026 12:53:17 +0800 https://www.bullsignal.net/en/posts/20260614_125317/ Reddit ($RDDT) has a stronger AI-data moat than the market is pricing in. Early engineers from major LLMs reportedly viewed Reddit data as essential to model creation, and Reddit… https://www.bullsignal.net/en/posts/20260614_045258/ Sun, 14 Jun 2026 04:52:58 +0800 https://www.bullsignal.net/en/posts/20260614_045258/ A potential U.S.–Iran peace deal could be risk-on rather than “sell the news.” The key setup is positioning: the market already got a big pullback before the headline, instead of… https://www.bullsignal.net/en/posts/20260614_005328/ Sun, 14 Jun 2026 00:53:28 +0800 https://www.bullsignal.net/en/posts/20260614_005328/ Sovereign AI has shifted from optional to mandatory. The reported U.S. order cutting off global access to Fable5 and Mythos5 only three days after launch, over an alleged “narrow… https://www.bullsignal.net/en/posts/20260613_225411/ Sat, 13 Jun 2026 22:54:11 +0800 https://www.bullsignal.net/en/posts/20260613_225411/ Anthropic / Fable5 / Mythos5 : the forced global access ban frames frontier AI models as strategic national-security assets, not ordinary software. https://www.bullsignal.net/en/posts/20260613_105323/ Sat, 13 Jun 2026 10:53:23 +0800 https://www.bullsignal.net/en/posts/20260613_105323/ The market is not in full euphoria yet . The read is simple: current conditions still do not look “silly,” so the risk-on tape may have more room before true froth kicks in. 1 https://www.bullsignal.net/en/posts/20260613_065245/ Sat, 13 Jun 2026 06:52:45 +0800 https://www.bullsignal.net/en/posts/20260613_065245/ $SMMT looks like a “follow the money” setup. The key tell is the massive $100M insider buys by the two co-CEOs at the lows . https://www.bullsignal.net/en/posts/20260613_025313/ Sat, 13 Jun 2026 02:53:13 +0800 https://www.bullsignal.net/en/posts/20260613_025313/ $SPCX hype looks crowded, but the first print was underwhelming: “only up 20%” after going live. https://www.bullsignal.net/en/posts/20260612_225329/ Fri, 12 Jun 2026 22:53:29 +0800 https://www.bullsignal.net/en/posts/20260612_225329/ $RKLB , $NBIS , and $ALAB joining the Nasdaq 100 validates a thematic growth portfolio built early: Rocket Lab was first bought at $3B market cap , Nebius around $10B , and Astera… https://www.bullsignal.net/en/posts/20260612_205344/ Fri, 12 Jun 2026 20:53:44 +0800 https://www.bullsignal.net/en/posts/20260612_205344/ Grvt is positioning itself less as a pure yield product and more as an on-chain wealth management layer. https://www.bullsignal.net/en/posts/20260612_155345/ Fri, 12 Jun 2026 15:53:45 +0800 https://www.bullsignal.net/en/posts/20260612_155345/ Microsoft remains structurally unavoidable for mature enterprises. Small tech startups under 50 people can skip Microsoft products to cut costs, but scaled companies are deeply ti… https://www.bullsignal.net/en/posts/20260612_115222/ Fri, 12 Jun 2026 11:52:22 +0800 https://www.bullsignal.net/en/posts/20260612_115222/ $ASTS and $TE are being framed as bottoming plays. The setup is a classic “bottoms for the win” call, but the follow-through still needs confirmation. https://www.bullsignal.net/en/posts/20260612_100310/ Fri, 12 Jun 2026 10:03:10 +0800 https://www.bullsignal.net/en/posts/20260612_100310/ $ALAB : Long into the close. The setup is momentum-driven, with the key edge being that $ALAB “likes to move quick.” Fast tape, short fuse trade. 1 $APH : Breakout watch. https://www.bullsignal.net/en/posts/20260612_095758/ Fri, 12 Jun 2026 09:57:58 +0800 https://www.bullsignal.net/en/posts/20260612_095758/ $ADBE is trading in after-hours at levels not seen since February 18th 2018 . The read-through is brutal: long-term shareholder value has been destroyed, not just temporarily mark… https://www.bullsignal.net/en/posts/20260612_095318/ Fri, 12 Jun 2026 09:53:18 +0800 https://www.bullsignal.net/en/posts/20260612_095318/ $SPCX / SpaceX IPO goes live into a messy but bullish-volatility setup: broad market pullback, same-day reversal, and a potential Iran peace deal create wild tape conditions into… https://www.bullsignal.net/en/posts/20260612_075306/ Fri, 12 Jun 2026 07:53:06 +0800 https://www.bullsignal.net/en/posts/20260612_075306/ Stay nimble. This tape is not a market for complacency or victory laps. Flexibility matters more than conviction when conditions shift fast. 1 Trade the plan, not the feed. https://www.bullsignal.net/en/posts/20260612_035802/ Fri, 12 Jun 2026 03:58:02 +0800 https://www.bullsignal.net/en/posts/20260612_035802/ U.S. equities may be setting up for an all-time-high push into the Fourth of July . The timing narrative is simple: Trump’s birthday is this weekend , and America’s 250th birthday… https://www.bullsignal.net/en/posts/20260612_035208/ Fri, 12 Jun 2026 03:52:08 +0800 https://www.bullsignal.net/en/posts/20260612_035208/ $NVDA LEAPS are being used as a long-duration upside vehicle: January 2028 expiry, $240 strike, $3,500 per contract, controlling 100 shares . https://www.bullsignal.net/en/posts/20260611_235811/ Thu, 11 Jun 2026 23:58:11 +0800 https://www.bullsignal.net/en/posts/20260611_235811/ Warsh should not be traded like the next Volcker . The setup looks more like the Arthur Burns playbook: call war-driven inflation temporary, blame the Iran war , delay hikes into… https://www.bullsignal.net/en/posts/20260611_235325/ Thu, 11 Jun 2026 23:53:25 +0800 https://www.bullsignal.net/en/posts/20260611_235325/ The fear that mega IPOs will drain the tape looks overdone. Yahoo and Amazon both went public between 1996 and 1997 , yet the market still ripped from 1997 through 2000 . https://www.bullsignal.net/en/posts/20260611_215531/ Thu, 11 Jun 2026 21:55:31 +0800 https://www.bullsignal.net/en/posts/20260611_215531/ Quality names deserve patience on pullbacks. Target prices can drift higher over time because these companies often beat EPS expectations and raise guidance. https://www.bullsignal.net/en/posts/20260611_195350/ Thu, 11 Jun 2026 19:53:50 +0800 https://www.bullsignal.net/en/posts/20260611_195350/ $ORCL looks exposed to a classic AI capex squeeze. FY2027 capex net cash outflow is guided at about $70 billion , and customer prepayments plus timing gaps may imply even higher C… https://www.bullsignal.net/en/posts/20260611_115251/ Thu, 11 Jun 2026 11:52:51 +0800 https://www.bullsignal.net/en/posts/20260611_115251/ Eli Lilly ( LLY) Q1 2026 print confirms real demand, but the key overhang is pricing durability. Demand supports valuation. Pricing defines the risk. https://www.bullsignal.net/en/posts/20260611_075314/ Thu, 11 Jun 2026 07:53:14 +0800 https://www.bullsignal.net/en/posts/20260611_075314/ $ORCL is no longer just an old-school enterprise software story. The setup is turning into an aggressive AI-infra buildout. https://www.bullsignal.net/en/posts/20260611_055316/ Thu, 11 Jun 2026 05:53:16 +0800 https://www.bullsignal.net/en/posts/20260611_055316/ HYSA vs crypto staking is a bad apples-to-apples comp. HYSA pays interest on dollars; staking pays more crypto for helping secure a blockchain. https://www.bullsignal.net/en/posts/20260611_015337/ Thu, 11 Jun 2026 01:53:37 +0800 https://www.bullsignal.net/en/posts/20260611_015337/ $LMND has a conservative fair value estimate of $120 . The setup is framed as a margin-of-safety trade: big red days matter less if intrinsic value still sits far above spot. 1 https://www.bullsignal.net/en/posts/20260610_235809/ Wed, 10 Jun 2026 23:58:09 +0800 https://www.bullsignal.net/en/posts/20260610_235809/ Nasdaq 100 is frothy but not yet dot-com insane. It is trading 63% above its 200-week moving average , while in 2000 it reached 198% above trend . https://www.bullsignal.net/en/posts/20260610_235320/ Wed, 10 Jun 2026 23:53:20 +0800 https://www.bullsignal.net/en/posts/20260610_235320/ The market ripped vertically for two months straight , so a volatility pocket is not a trend break. Pullbacks are normal in a healthy tape. https://www.bullsignal.net/en/posts/20260610_195254/ Wed, 10 Jun 2026 19:52:54 +0800 https://www.bullsignal.net/en/posts/20260610_195254/ $ALAB is getting more important because the real choke point in AI adoption is no longer model capability, but token cost and runaway enterprise bills. https://www.bullsignal.net/en/posts/20260610_115310/ Wed, 10 Jun 2026 11:53:10 +0800 https://www.bullsignal.net/en/posts/20260610_115310/ $GLD looks close to a relief bounce. Spot gold is trading completely outside the lower Bollinger Bands , including the entire candlestick. That setup is historically uncommon. https://www.bullsignal.net/en/posts/20260610_095308/ Wed, 10 Jun 2026 09:53:08 +0800 https://www.bullsignal.net/en/posts/20260610_095308/ $SPX bull case is back on the tape: the correction is called over, froth has been washed out, hedges are already crowded, and the next upside target is 8,000 . https://www.bullsignal.net/en/posts/20260610_075329/ Wed, 10 Jun 2026 07:53:29 +0800 https://www.bullsignal.net/en/posts/20260610_075329/ $SPY and $QQQ caught a hard bid right off demand. $QQQ bounced from $687 support to close at $707+ , a clean $20 bounce . The tape is still violent, but buyers defended the level. https://www.bullsignal.net/en/posts/20260610_055300/ Wed, 10 Jun 2026 05:53:00 +0800 https://www.bullsignal.net/en/posts/20260610_055300/ AI compute capex is turning into a financing black hole. If 1 GW of Anthropic expansion costs $35B , then a 20 GW AI XPV platform implies roughly $700B of total capex by 2028 . https://www.bullsignal.net/en/posts/20260610_035309/ Wed, 10 Jun 2026 03:53:09 +0800 https://www.bullsignal.net/en/posts/20260610_035309/ Breadth is quietly improving under the surface: more stocks are above their respective 20, 50 and 200 day moving averages than yesterday. https://www.bullsignal.net/en/posts/20260610_015655/ Wed, 10 Jun 2026 01:56:55 +0800 https://www.bullsignal.net/en/posts/20260610_015655/ Broad market tape looks nasty. The three major indexes have already traded below last Friday’s close intraday, so yesterday was just a small dead-cat bounce, not a real rebound. https://www.bullsignal.net/en/posts/20260610_013634/ Wed, 10 Jun 2026 01:36:34 +0800 https://www.bullsignal.net/en/posts/20260610_013634/ $QQQ flipping red is a “stay nimble” tape. Stops were moved up into the morning pop, so the playbook is defense first, not chasing strength. https://www.bullsignal.net/en/posts/20260610_011007/ Wed, 10 Jun 2026 01:10:07 +0800 https://www.bullsignal.net/en/posts/20260610_011007/ Bull-market bias stays intact until the tape actually breaks. The key tells are major moving-average violations and leaders rolling over . https://www.bullsignal.net/en/posts/20260610_010436/ Wed, 10 Jun 2026 01:04:36 +0800 https://www.bullsignal.net/en/posts/20260610_010436/ Bull trend stays intact until proven otherwise. No need to fight the tape while the market keeps grinding higher. https://www.bullsignal.net/en/posts/20260610_003010/ Wed, 10 Jun 2026 00:30:10 +0800 https://www.bullsignal.net/en/posts/20260610_003010/ Bull-market playbook stays intact until the tape says otherwise. No need to front-run a top. The real red flags are key moving-average breaks and market leaders breaking down . https://www.bullsignal.net/en/posts/20260609_200302/ Tue, 09 Jun 2026 20:03:02 +0800 https://www.bullsignal.net/en/posts/20260609_200302/ Bank of Japan looks set to hike short-end rates to 1% at the June meeting while considering a pause in bond reduction. https://www.bullsignal.net/en/posts/20260609_135338/ Tue, 09 Jun 2026 13:53:38 +0800 https://www.bullsignal.net/en/posts/20260609_135338/ SpaceX , Anthropic , and OpenAI IPOs are being framed as obvious late-cycle top signals. That consensus itself is the contrarian tell. https://www.bullsignal.net/en/posts/20260609_115334/ Tue, 09 Jun 2026 11:53:34 +0800 https://www.bullsignal.net/en/posts/20260609_115334/ $MSGS is a Knicks leverage trade. The setup is simple: Madison Square Garden Sports owns the Knicks and Rangers , making $MSGS one of the few public-market ways to own elite U.S. https://www.bullsignal.net/en/posts/20260609_095315/ Tue, 09 Jun 2026 09:53:15 +0800 https://www.bullsignal.net/en/posts/20260609_095315/ AI infra is entering a liquidity flood. OpenAI, Anthropic, and SpaceX could raise nearly $200B combined through their IPOs , and that capital is likely to recycle straight into th… https://www.bullsignal.net/en/posts/20260609_075321/ Tue, 09 Jun 2026 07:53:21 +0800 https://www.bullsignal.net/en/posts/20260609_075321/ After Friday’s selloff, the tape should not be chased. Recent setups now need to re-prove themselves because overhead supply is sitting above the market. Patience beats FOMO here. https://www.bullsignal.net/en/posts/20260609_035840/ Tue, 09 Jun 2026 03:58:40 +0800 https://www.bullsignal.net/en/posts/20260609_035840/ $AAPL WWDC felt like a non-event. Siri AI had no real surprise, the rollout is pushed to autumn, and it will not be available in the EU or China . https://www.bullsignal.net/en/posts/20260609_015346/ Tue, 09 Jun 2026 01:53:46 +0800 https://www.bullsignal.net/en/posts/20260609_015346/ Trade execution should stay plan-first: map the setup, set alerts, wait for the trigger, and avoid FOMO because there is always another trade. https://www.bullsignal.net/en/posts/20260608_215841/ Mon, 08 Jun 2026 21:58:41 +0800 https://www.bullsignal.net/en/posts/20260608_215841/ Dip-buying reflex is compressing corrections. When both Trump and Jensen are effectively telling the market to buy the first 5% pullback , a move that used to take several weeks c… https://www.bullsignal.net/en/posts/20260608_215302/ Mon, 08 Jun 2026 21:53:02 +0800 https://www.bullsignal.net/en/posts/20260608_215302/ $NVDA still does not look expensive on the stated setup. The core pushback: it is the world’s largest company by market cap, yet products remain supply-constrained, revenue is gro… https://www.bullsignal.net/en/posts/20260608_195257/ Mon, 08 Jun 2026 19:52:57 +0800 https://www.bullsignal.net/en/posts/20260608_195257/ $GLD has lost a key trend line: it closed below the 200dma for the first time since October 17th 2023 . https://www.bullsignal.net/en/posts/20260608_115314/ Mon, 08 Jun 2026 11:53:14 +0800 https://www.bullsignal.net/en/posts/20260608_115314/ Ethereum / $ETH is better framed as a global financial computer , not just another speculative coin. https://www.bullsignal.net/en/posts/20260608_110232/ Mon, 08 Jun 2026 11:02:32 +0800 https://www.bullsignal.net/en/posts/20260608_110232/ Congress term limits : the issue is not age itself. The sharper point is institutional design. Congress was never meant to become a lifetime appointment. https://www.bullsignal.net/en/posts/20260608_105304/ Mon, 08 Jun 2026 10:53:04 +0800 https://www.bullsignal.net/en/posts/20260608_105304/ $ZETA still looks constructive. The move from the $19.50+ breakout trigger to nearly $26 was strong, and the current sharp pullback reads more like a backtest than a breakdown. https://www.bullsignal.net/en/posts/20260608_104848/ Mon, 08 Jun 2026 10:48:48 +0800 https://www.bullsignal.net/en/posts/20260608_104848/ $ZETA : The pullback looks more like a backtest than a breakdown. The key setup was flagged from $19. https://www.bullsignal.net/en/posts/20260608_101638/ Mon, 08 Jun 2026 10:16:38 +0800 https://www.bullsignal.net/en/posts/20260608_101638/ $AAPL is undergoing an internal shakeup following underwhelming Apple Intelligence results. https://www.bullsignal.net/en/posts/20260608_004419/ Mon, 08 Jun 2026 00:44:19 +0800 https://www.bullsignal.net/en/posts/20260608_004419/ $SPX : A real correction, almost bear-market-style drawdown, still looks more likely later in Q3 . Friday’s selloff was ugly, but not the starting gun yet. 1 https://www.bullsignal.net/en/posts/20260607_224348/ Sun, 07 Jun 2026 22:43:48 +0800 https://www.bullsignal.net/en/posts/20260607_224348/ Salesforce ($CRM) looks mispriced by the “AI replaces software” narrative. The stock is down 30% YTD, but Agentforce already passed $1B ARR in a single quarter with 150%+ YoY grow… https://www.bullsignal.net/en/posts/20260607_104337/ Sun, 07 Jun 2026 10:43:37 +0800 https://www.bullsignal.net/en/posts/20260607_104337/ A 2.5% weekly pullback in the S&P 500 looks more like routine digestion than real damage. Context matters: it came after 9 consecutive weeks of gains and a 20% rally , while the S… https://www.bullsignal.net/en/posts/20260607_004355/ Sun, 07 Jun 2026 00:43:55 +0800 https://www.bullsignal.net/en/posts/20260607_004355/ Friday’s Nasdaq 100 washout was not a full-market breakdown. The damage was concentrated, but there were still pockets holding up. https://www.bullsignal.net/en/posts/20260606_204343/ Sat, 06 Jun 2026 20:43:43 +0800 https://www.bullsignal.net/en/posts/20260606_204343/ The market is showing a clear risk-off setup . In the Wednesday discussion with 168X , the focus was already on potential market risks and a correction. https://www.bullsignal.net/en/posts/20260606_084523/ Sat, 06 Jun 2026 08:45:23 +0800 https://www.bullsignal.net/en/posts/20260606_084523/ Friday selloff setup : the cleaner play was to let bears press all day, then look for a last-minute buy near the lows. https://www.bullsignal.net/en/posts/20260606_064330/ Sat, 06 Jun 2026 06:43:30 +0800 https://www.bullsignal.net/en/posts/20260606_064330/ $NFLX staying green while $QQQ is down almost 5% looks like a classic relative-strength tell. That kind of tape often shows an interim bottom is forming, not a fresh breakdown. 1 https://www.bullsignal.net/en/posts/20260606_024913/ Sat, 06 Jun 2026 02:49:13 +0800 https://www.bullsignal.net/en/posts/20260606_024913/ Nasdaq weakness needs context: even after the selloff, it is still up 29% since 4/1 . The “crash” framing looks overstated versus the prior run-up. https://www.bullsignal.net/en/posts/20260606_024409/ Sat, 06 Jun 2026 02:44:09 +0800 https://www.bullsignal.net/en/posts/20260606_024409/ Weekly charts still matter more than intraday panic. Plenty of ugly pullbacks are showing up, but most weekly structures remain intact. https://www.bullsignal.net/en/posts/20260606_004855/ Sat, 06 Jun 2026 00:48:55 +0800 https://www.bullsignal.net/en/posts/20260606_004855/ The near-term selloff looks like a multi-factor de-risking , not a random dump. The key tell was the early-week parabolic chase : capital was piling into the Jensen Huang / AI tra… https://www.bullsignal.net/en/posts/20260606_004359/ Sat, 06 Jun 2026 00:43:59 +0800 https://www.bullsignal.net/en/posts/20260606_004359/ $CLX is being framed as a forced buy by the tape. The setup is ugly but interesting: Down 65% from the highs , sitting just above the 52-week low , bouncing, and with the CEO just… https://www.bullsignal.net/en/posts/20260605_223511/ Fri, 05 Jun 2026 22:35:11 +0800 https://www.bullsignal.net/en/posts/20260605_223511/ The May U.S. jobs report was not a labor-market break. Nonfarm Payrolls +172K vs Est. +80K and Unemployment Rate 4.3% vs Est. 4. https://www.bullsignal.net/en/posts/20260605_204059/ Fri, 05 Jun 2026 20:40:59 +0800 https://www.bullsignal.net/en/posts/20260605_204059/ If the chip sector is reduced to a single-stock call, NVIDIA stays the first pick. The lane split is clear: NVIDIA owns the GPU narrative, Broadcom owns the TPU narrative, but bro… https://www.bullsignal.net/en/posts/20260605_183526/ Fri, 05 Jun 2026 18:35:26 +0800 https://www.bullsignal.net/en/posts/20260605_183526/ Backpack looks like one of the strongest compliance-policy teams in crypto right now. The key signal: a former acting CFTC chair plus the former FTX general counsel, who also work… https://www.bullsignal.net/en/posts/20260605_143610/ Fri, 05 Jun 2026 14:36:10 +0800 https://www.bullsignal.net/en/posts/20260605_143610/ A major IPO next week is being framed as a potential bull-market top signal. The read: mega-listings can act like liquidity drains and sentiment blow-off markers, so the rally may… https://www.bullsignal.net/en/posts/20260605_103507/ Fri, 05 Jun 2026 10:35:07 +0800 https://www.bullsignal.net/en/posts/20260605_103507/ $SPX risk is skewing tactical bearish: the 10-week winning streak is in jeopardy if futures weakness holds into tomorrow. Bulls need a fast save to keep the streak alive. 1 https://www.bullsignal.net/en/posts/20260605_083513/ Fri, 05 Jun 2026 08:35:13 +0800 https://www.bullsignal.net/en/posts/20260605_083513/ $AVGO looks structurally locked into the AI infra capex cycle. The key edge is customer stickiness across multi-year roadmaps: $GOOGL has a long-term deal for future TPU generatio… https://www.bullsignal.net/en/posts/20260605_043541/ Fri, 05 Jun 2026 04:35:41 +0800 https://www.bullsignal.net/en/posts/20260605_043541/ $PLTR edge is not just model access. The real scarce layer is Palantir’s Ontology , which maps enterprise data, business logic, and actions into usable AI workflows. https://www.bullsignal.net/en/posts/20260605_024532/ Fri, 05 Jun 2026 02:45:32 +0800 https://www.bullsignal.net/en/posts/20260605_024532/ SpaceX IPO could turn into a major sympathy catalyst. Pricing is reportedly $135/share , targeting a $1.75T valuation , with 2025 revenue around $18.7B . https://www.bullsignal.net/en/posts/20260605_023731/ Fri, 05 Jun 2026 02:37:31 +0800 https://www.bullsignal.net/en/posts/20260605_023731/ Dip-buying is still working. The tape remains a shallow-dip environment : patience beat panic yesterday, and the rebound flipped positions back to bright green today. https://www.bullsignal.net/en/posts/20260605_003732/ Fri, 05 Jun 2026 00:37:32 +0800 https://www.bullsignal.net/en/posts/20260605_003732/ Bull-market confirmation needs rotation. If the tape is still in a real bull phase, laggards like financials, industrials, materials, and healthcare should start playing catch-up. https://www.bullsignal.net/en/posts/20260604_223557/ Thu, 04 Jun 2026 22:35:57 +0800 https://www.bullsignal.net/en/posts/20260604_223557/ $PLTR + $GOOGL partnership reads as a two-way distribution win. Gemini moves closer to real enterprise workflows, while Palantir Foundry and AIP get broader reach through Google C… https://www.bullsignal.net/en/posts/20260604_123517/ Thu, 04 Jun 2026 12:35:17 +0800 https://www.bullsignal.net/en/posts/20260604_123517/ $BTC / $BTCUSD has to defend the prior-low support at $60k . A decisive break opens the door to $48k . Bulls need to step in here, otherwise the chart stays in breakdown mode. 1 https://www.bullsignal.net/en/posts/20260604_084020/ Thu, 04 Jun 2026 08:40:20 +0800 https://www.bullsignal.net/en/posts/20260604_084020/ The market can still pull back without breaking the bigger-picture uptrend. After a massive run, pullbacks and consolidation are normal tape action. https://www.bullsignal.net/en/posts/20260604_083455/ Thu, 04 Jun 2026 08:34:55 +0800 https://www.bullsignal.net/en/posts/20260604_083455/ The broader tape can pull back here and still stay inside a healthy big-picture uptrend. The real pain trade is for late chasers and traders running without stops. https://www.bullsignal.net/en/posts/20260604_043538/ Thu, 04 Jun 2026 04:35:38 +0800 https://www.bullsignal.net/en/posts/20260604_043538/ $MRLN : Stop got hit, but the full trade still booked a solid profit. The ticker goes back on watch, which frames the sell as risk control rather than a broken thesis. 1 https://www.bullsignal.net/en/posts/20260604_004051/ Thu, 04 Jun 2026 00:40:51 +0800 https://www.bullsignal.net/en/posts/20260604_004051/ Monthly DCA of $500 ( $6,000/year ) creates wildly different outcomes depending on edge. At 20% annualized , the account path is roughly 10 years ≈ $156K | 20 years ≈ $1. https://www.bullsignal.net/en/posts/20260604_003551/ Thu, 04 Jun 2026 00:35:51 +0800 https://www.bullsignal.net/en/posts/20260604_003551/ $NVTS move is not just a headline pop. The real read-through is power delivery becoming the next AI-rack bottleneck. https://www.bullsignal.net/en/posts/20260603_223504/ Wed, 03 Jun 2026 22:35:04 +0800 https://www.bullsignal.net/en/posts/20260603_223504/ TSMC is still the clear share gainer, adding almost 5 pp of share y/y in 1Q26 , but the bigger trade is not just TSMC . https://www.bullsignal.net/en/posts/20260603_143524/ Wed, 03 Jun 2026 14:35:24 +0800 https://www.bullsignal.net/en/posts/20260603_143524/ $URG is flagged as a small-cap uranium name with a parabolic weekly setup . The read is pure momentum: the chart structure matters more than near-term fundamentals here. 1 https://www.bullsignal.net/en/posts/20260603_123541/ Wed, 03 Jun 2026 12:35:41 +0800 https://www.bullsignal.net/en/posts/20260603_123541/ AI native application companies still have room to rise. Large model labs cannot swallow the entire stack. https://www.bullsignal.net/en/posts/20260603_103510/ Wed, 03 Jun 2026 10:35:10 +0800 https://www.bullsignal.net/en/posts/20260603_103510/ Software names with forward PE 490 this year, 150 next year, and 70 the year after still look stretched. https://www.bullsignal.net/en/posts/20260603_063532/ Wed, 03 Jun 2026 06:35:32 +0800 https://www.bullsignal.net/en/posts/20260603_063532/ AI-driven earnings are doing the heavy lifting. Blowout prints and guide-ups keep rotating across the tape. https://www.bullsignal.net/en/posts/20260603_044028/ Wed, 03 Jun 2026 04:40:28 +0800 https://www.bullsignal.net/en/posts/20260603_044028/ Chart confirmation remains the trigger. If the setup says buy/confirm , the trade is likely on. Simple rulebook execution. No overthinking. 1 Bull-run muscle memory is dangerous. https://www.bullsignal.net/en/posts/20260603_043544/ Wed, 03 Jun 2026 04:35:44 +0800 https://www.bullsignal.net/en/posts/20260603_043544/ $BTC weakness looks like a leverage flush, not random panic. Buyers stepped back, leverage stayed high, ETF flows flipped negative, and the break of $70K forced sellers out. https://www.bullsignal.net/en/posts/20260603_004001/ Wed, 03 Jun 2026 00:40:01 +0800 https://www.bullsignal.net/en/posts/20260603_004001/ “Sell in May” is getting invalidated hard. The tape is strong enough that the seasonal bear case looks like a trap rather than a signal. https://www.bullsignal.net/en/posts/20260602_224042/ Tue, 02 Jun 2026 22:40:42 +0800 https://www.bullsignal.net/en/posts/20260602_224042/ $AMD / $SMCI : Helios rack-scale AI platform is not just another GPU showcase. The key read is AMD moving toward a full rack-level AI system , directly targeting $NVDA Vera Rubin… https://www.bullsignal.net/en/posts/20260602_183539/ Tue, 02 Jun 2026 18:35:39 +0800 https://www.bullsignal.net/en/posts/20260602_183539/ Marvell ($MRVL) is being framed as a core AI-infrastructure proxy, not just another chip name. https://www.bullsignal.net/en/posts/20260602_123542/ Tue, 02 Jun 2026 12:35:42 +0800 https://www.bullsignal.net/en/posts/20260602_123542/ $BVN looks like a breakout candidate because it is trading in the same sector and showing the same chart structure as $HBM . https://www.bullsignal.net/en/posts/20260602_103437/ Tue, 02 Jun 2026 10:34:37 +0800 https://www.bullsignal.net/en/posts/20260602_103437/ Equal-Weight S&P 500 lagging the cap-weighted S&P 500 is not automatically bearish. The cleaner read: Technology is leading. https://www.bullsignal.net/en/posts/20260602_044017/ Tue, 02 Jun 2026 04:40:17 +0800 https://www.bullsignal.net/en/posts/20260602_044017/ Many names have gone vertical . Tape is stretched. The read-through: momentum is broad, but the risk of chasing late is rising fast. https://www.bullsignal.net/en/posts/20260602_043528/ Tue, 02 Jun 2026 04:35:28 +0800 https://www.bullsignal.net/en/posts/20260602_043528/ High-beta names need extra caution. The key flaw is weak near-term verifiability: revenue that can actually hit earnings may not exist in the short term, so the trade leans heavil… https://www.bullsignal.net/en/posts/20260602_003556/ Tue, 02 Jun 2026 00:35:56 +0800 https://www.bullsignal.net/en/posts/20260602_003556/ Advance-decline lines have stopped pushing higher. Breadth is no longer confirming the tape. That is a yellow flag for the rally, even if headline indexes still look firm. 1 https://www.bullsignal.net/en/posts/20260601_224547/ Mon, 01 Jun 2026 22:45:47 +0800 https://www.bullsignal.net/en/posts/20260601_224547/ $AEM got stopped out with a small loss. The setup is not dead, but the trigger is clear: only gets interesting again if price can push through the overhead gap. 1 https://www.bullsignal.net/en/posts/20260601_224222/ Mon, 01 Jun 2026 22:42:22 +0800 https://www.bullsignal.net/en/posts/20260601_224222/ $BTC is being treated as a software/tech beta trade. If $BTC keeps tracking $IGV , the recent hard pop in $IGV points to buying the BTC dip instead of chasing the flush. https://www.bullsignal.net/en/posts/20260601_223519/ Mon, 01 Jun 2026 22:35:19 +0800 https://www.bullsignal.net/en/posts/20260601_223519/ $SPX 8,000 is no longer a moonshot; it is “literally 5% away” from current levels. The setup reads more like late-cycle momentum than a distant target. https://www.bullsignal.net/en/posts/20260601_113456/ Mon, 01 Jun 2026 11:34:56 +0800 https://www.bullsignal.net/en/posts/20260601_113456/ NBIS +4.5% , SOFI +4% , MU +4% , ZETA +4% , PLTR +3% , MSFT +2% , NVDA +2% in overnight trading. https://www.bullsignal.net/en/posts/20260601_073401/ Mon, 01 Jun 2026 07:34:01 +0800 https://www.bullsignal.net/en/posts/20260601_073401/ $NVDA is not “dead money” just because the stock was 210 last October and is still 210 now. The real setup changed: last year the PE was 55x , now it is 22x . https://www.bullsignal.net/en/posts/20260601_053925/ Mon, 01 Jun 2026 05:39:25 +0800 https://www.bullsignal.net/en/posts/20260601_053925/ A call for the S&P 500 to drop 50%-75% gets treated as an extreme bear-case with a weak evidence base. https://www.bullsignal.net/en/posts/20260601_053343/ Mon, 01 Jun 2026 05:33:43 +0800 https://www.bullsignal.net/en/posts/20260601_053343/ NVIDIA Vera Rubin VR200 NVL72 moving from roadmap to real hardware is the real signal. The first rack delivery by CoreWeave + Dell , plus passing L11 full-rack hardware diagnostic… https://www.bullsignal.net/en/posts/20260601_013454/ Mon, 01 Jun 2026 01:34:54 +0800 https://www.bullsignal.net/en/posts/20260601_013454/ $NBIS is being framed around the next AI bottleneck: efficient inference at scale. The edge is not basic compute, but optimization, orchestration, and agentic deployment via Nebiu… https://www.bullsignal.net/en/posts/20260531_220513/ Sun, 31 May 2026 22:05:13 +0800 https://www.bullsignal.net/en/posts/20260531_220513/ S&P 500 and Nasdaq can work as long-term DCA vehicles because the U.S. market has a deep bench of high-quality companies. https://www.bullsignal.net/en/posts/20260531_220000/ Sun, 31 May 2026 22:00:00 +0800 https://www.bullsignal.net/en/posts/20260531_220000/ S&P 500 and Nasdaq can compound long term because they are built from a broad basket of quality U.S. companies. https://www.bullsignal.net/en/posts/20260531_145538/ Sun, 31 May 2026 14:55:38 +0800 https://www.bullsignal.net/en/posts/20260531_145538/ $RDDT may be mispriced by reputation risk. The “internet wasteland” narrative looks similar to the old bear cases on $PLTR as a “toxic government contractor spy agency” and $HOOD… https://www.bullsignal.net/en/posts/20260531_041709/ Sun, 31 May 2026 04:17:09 +0800 https://www.bullsignal.net/en/posts/20260531_041709/ AI infra value capture stays concentrated in suppliers. The key profit pool is already visible: $NVDA $258B (+98% YoY) , $MU $108B (+104% YoY) , $TSM $95B (+53% YoY) , and $AVGO $… https://www.bullsignal.net/en/posts/20260531_002233/ Sun, 31 May 2026 00:22:33 +0800 https://www.bullsignal.net/en/posts/20260531_002233/ The SpaceX IPO in two weeks could drag market attention away from launch hype and toward the real cash layer in space: recurring connectivity revenue from orbit. https://www.bullsignal.net/en/posts/20260531_001716/ Sun, 31 May 2026 00:17:16 +0800 https://www.bullsignal.net/en/posts/20260531_001716/ $TSLA is being framed as a major long-base setup. The key read: the market may be underpricing how fast Tesla once created shareholder value versus any other stock in American his… https://www.bullsignal.net/en/posts/20260530_110345/ Sat, 30 May 2026 11:03:45 +0800 https://www.bullsignal.net/en/posts/20260530_110345/ Software may have been panic-dumped too aggressively this cycle. There will be losers, but the winners can still print monster gains, similar to what already happened in AI infras… https://www.bullsignal.net/en/posts/20260530_090009/ Sat, 30 May 2026 09:00:09 +0800 https://www.bullsignal.net/en/posts/20260530_090009/ Gold becomes the key tell if the current cycle is truly a 1970s-style analog . Under that setup, the historic rally would start next summer and push gold to over $23,000/oz by the… https://www.bullsignal.net/en/posts/20260530_050018/ Sat, 30 May 2026 05:00:18 +0800 https://www.bullsignal.net/en/posts/20260530_050018/ $SPX setup is conflicted: Bank of America keeps its year-end price target at 7,100 , but still does not like the index at current levels. https://www.bullsignal.net/en/posts/20260530_030030/ Sat, 30 May 2026 03:00:30 +0800 https://www.bullsignal.net/en/posts/20260530_030030/ $SPX still has a momentum/seasonality tailwind. April and May had zero red weeks , and June seasonality is also bullish: 11 green vs. only 3 red over the last 14 years . https://www.bullsignal.net/en/posts/20260530_000632/ Sat, 30 May 2026 00:06:32 +0800 https://www.bullsignal.net/en/posts/20260530_000632/ $CRM is clearing the 50ma on the daily and breaking higher from a base. The setup still supports holding the full swing rather than trimming early. https://www.bullsignal.net/en/posts/20260529_220547/ Fri, 29 May 2026 22:05:47 +0800 https://www.bullsignal.net/en/posts/20260529_220547/ $SOFI premarket move is not just noise: it was up nearly 15% , with price almost back to $20 . https://www.bullsignal.net/en/posts/20260529_220109/ Fri, 29 May 2026 22:01:09 +0800 https://www.bullsignal.net/en/posts/20260529_220109/ Dell looks like an underappreciated winner from the CPU shortage cycle. The key read-through is not just earnings acceleration, but share gains across “all three areas” — or four… https://www.bullsignal.net/en/posts/20260529_140048/ Fri, 29 May 2026 14:00:48 +0800 https://www.bullsignal.net/en/posts/20260529_140048/ $DELL is still a clean Trump-beta trade. It is up over 151% YTD , and after earnings $DELL jumped over 39% overnight . https://www.bullsignal.net/en/posts/20260529_120034/ Fri, 29 May 2026 12:00:34 +0800 https://www.bullsignal.net/en/posts/20260529_120034/ $CIFR remains in breakout mode. Entries around $18/$19 have already pushed to $25s this week , and the name is now testing prior highs. https://www.bullsignal.net/en/posts/20260529_073503/ Fri, 29 May 2026 07:35:03 +0800 https://www.bullsignal.net/en/posts/20260529_073503/ The market is a forward-looking discounting machine. When price action breaks a favored narrative, the miss is usually in the narrative, not the data. The data is free. https://www.bullsignal.net/en/posts/20260529_072908/ Fri, 29 May 2026 07:29:08 +0800 https://www.bullsignal.net/en/posts/20260529_072908/ $SPY / $QQQ / $QQQE / $RSP : no confirmed short-term top yet. The setup is being watched for “temp top sticks,” but the signal has not printed. https://www.bullsignal.net/en/posts/20260529_053504/ Fri, 29 May 2026 05:35:04 +0800 https://www.bullsignal.net/en/posts/20260529_053504/ $HOOD has a constructive daily setup. The read is classic base logic: “the bigger the base the higher in space,” implying the longer consolidation can fuel a stronger breakout if… https://www.bullsignal.net/en/posts/20260529_033528/ Fri, 29 May 2026 03:35:28 +0800 https://www.bullsignal.net/en/posts/20260529_033528/ $PLTR has reclaimed its 10/21ma's base , but still has the 50ma and a small earnings gap overhead. https://www.bullsignal.net/en/posts/20260529_033022/ Fri, 29 May 2026 03:30:22 +0800 https://www.bullsignal.net/en/posts/20260529_033022/ The tape remains risk-on. Opportunities are showing up across sectors and styles: momentum, breakouts, reversals, fresh setups, and healthy rotations. https://www.bullsignal.net/en/posts/20260529_013033/ Fri, 29 May 2026 01:30:33 +0800 https://www.bullsignal.net/en/posts/20260529_013033/ $META cloud optionality is becoming a real strategic angle. If its AI data center buildout creates excess capacity, cloud computing becomes the monetization path. https://www.bullsignal.net/en/posts/20260528_213150/ Thu, 28 May 2026 21:31:50 +0800 https://www.bullsignal.net/en/posts/20260528_213150/ If the company is genuinely high quality, the key is to open the position, add on dips, and hold with patience. https://www.bullsignal.net/en/posts/20260528_143015/ Thu, 28 May 2026 14:30:15 +0800 https://www.bullsignal.net/en/posts/20260528_143015/ U.S.–Iran talks are still a game of leverage, not a clean peace-track story. Iran’s leaked draft looked designed to pressure both public opinion and markets: it claimed Hormuz com… https://www.bullsignal.net/en/posts/20260528_080929/ Thu, 28 May 2026 08:09:29 +0800 https://www.bullsignal.net/en/posts/20260528_080929/ Software is no longer a dead trade. The $SNOW reaction shows positioning is still offsides. https://www.bullsignal.net/en/posts/20260528_050432/ Thu, 28 May 2026 05:04:32 +0800 https://www.bullsignal.net/en/posts/20260528_050432/ Early July has a strong seasonal tailwind. The first 2 weeks of July are framed as typically the most bullish stretch of the year, driven by thin holiday volumes colliding with di… https://www.bullsignal.net/en/posts/20260528_030453/ Thu, 28 May 2026 03:04:53 +0800 https://www.bullsignal.net/en/posts/20260528_030453/ Bitget Reality rToken looks like a real step-up for tokenized U.S. equities. The key edge is not just “stock on-chain,” but the combo of brokerage-grade liquidity , real dividends… https://www.bullsignal.net/en/posts/20260527_220730/ Wed, 27 May 2026 22:07:30 +0800 https://www.bullsignal.net/en/posts/20260527_220730/ Asia ex-China is breaking out while Hong Kong is lagging hard. Japan, Taiwan, and Korea are at ATH , but China’s Hang Seng is sitting at a multi month low . https://www.bullsignal.net/en/posts/20260527_132243/ Wed, 27 May 2026 13:22:43 +0800 https://www.bullsignal.net/en/posts/20260527_132243/ Memory makers are being re-rated from cyclical spot-price vendors into “super suppliers.” The key shift is multi-year long-term supply agreements. https://www.bullsignal.net/en/posts/20260527_053944/ Wed, 27 May 2026 05:39:44 +0800 https://www.bullsignal.net/en/posts/20260527_053944/ $QQQ and $SPY are getting stretched. That does not mean an immediate rug pull. Stretched can get more stretched. https://www.bullsignal.net/en/posts/20260526_233928/ Tue, 26 May 2026 23:39:28 +0800 https://www.bullsignal.net/en/posts/20260526_233928/ The tape is squeezing higher despite ugly macro/geopolitical optics. Gap-up action is pushing into over-extension , even with no peace deal and escalation in violence . https://www.bullsignal.net/en/posts/20260526_131328/ Tue, 26 May 2026 13:13:28 +0800 https://www.bullsignal.net/en/posts/20260526_131328/ AI server supply chains are getting tighter, not looser. The key read-through is that shortages have spread beyond GPUs into CPUs, memory, storage, high-end PCBs, and power manage… https://www.bullsignal.net/en/posts/20260526_015618/ Tue, 26 May 2026 01:56:18 +0800 https://www.bullsignal.net/en/posts/20260526_015618/ Setups look attractive into the shortened week, but the tape is still headline-driven. The key swing factor is how USA / Iran peace negotiations resolve; if that de-escalation hol… https://www.bullsignal.net/en/posts/20260525_132111/ Mon, 25 May 2026 13:21:11 +0800 https://www.bullsignal.net/en/posts/20260525_132111/ Crash fear looks overplayed. The tell is price, not media panic: since that interview, the S&P 500 is already up 15% , the Nasdaq 100 is up 22% , and the Russell 2000 is up over 2… https://www.bullsignal.net/en/posts/20260525_000813/ Mon, 25 May 2026 00:08:13 +0800 https://www.bullsignal.net/en/posts/20260525_000813/ Holding fewer than 5 stocks concentrates idiosyncratic risk too much, while holding more than 15 dilutes edge to the point where an index fund is likely the cleaner choice. https://www.bullsignal.net/en/posts/20260524_041246/ Sun, 24 May 2026 04:12:46 +0800 https://www.bullsignal.net/en/posts/20260524_041246/ $RKLB trading above $NOC signals where defense capital is rotating: the market is paying up for vertically integrated platforms that can design, build, launch, and operate the ful… https://www.bullsignal.net/en/posts/20260523_120738/ Sat, 23 May 2026 12:07:38 +0800 https://www.bullsignal.net/en/posts/20260523_120738/ Long-weekend geopolitics is being framed as a repeatable market playbook: let headline risk hit into a holiday, limit immediate stock-market damage, then use Sunday/Monday for de-… https://www.bullsignal.net/en/posts/20260523_041251/ Sat, 23 May 2026 04:12:51 +0800 https://www.bullsignal.net/en/posts/20260523_041251/ Complacency is the real trap here. Tightening stops and scaling out into strength makes more sense than getting giddy late in the move. https://www.bullsignal.net/en/posts/20260523_000747/ Sat, 23 May 2026 00:07:47 +0800 https://www.bullsignal.net/en/posts/20260523_000747/ Retail sentiment is getting more bearish on equities over the next 6 months . That kind of fear reads more like a contrarian setup than clean risk-off confirmation, especially whe… https://www.bullsignal.net/en/posts/20260522_120751/ Fri, 22 May 2026 12:07:51 +0800 https://www.bullsignal.net/en/posts/20260522_120751/ Arm has been one of the cleanest ways to express the Agentic AI trade. The core logic is that Arm server CPUs fit the agentic workload stack better at the architecture and feature… https://www.bullsignal.net/en/posts/20260522_040741/ Fri, 22 May 2026 04:07:41 +0800 https://www.bullsignal.net/en/posts/20260522_040741/ $SPY , $QQQ , and $SOXX were framed as still in a relentless grind higher, with all three nearing ATHs . The read-through is trend strength, not exhaustion yet. 8 https://www.bullsignal.net/en/posts/20260522_000738/ Fri, 22 May 2026 00:07:38 +0800 https://www.bullsignal.net/en/posts/20260522_000738/ $ARKK looks structurally broken versus $QQQ . A fresh 52 week low relative to the $QQQ and nearing an all time low relative to the $QQQ suggest prolonged underperformance, with li… https://www.bullsignal.net/en/posts/20260521_121739/ Thu, 21 May 2026 12:17:39 +0800 https://www.bullsignal.net/en/posts/20260521_121739/ $NVDA earnings call takeaway: the bigger signal is not just another AI capex leg, but a robotics leg getting pulled forward. https://www.bullsignal.net/en/posts/20260521_063535/ Thu, 21 May 2026 06:35:35 +0800 https://www.bullsignal.net/en/posts/20260521_063535/ $TSLA still has momentum into the close. Holding remains the preferred positioning rather than fading strength. https://www.bullsignal.net/en/posts/20260521_043620/ Thu, 21 May 2026 04:36:20 +0800 https://www.bullsignal.net/en/posts/20260521_043620/ $CRWV is sitting at the 50/200ma daily and flashed reversal signs yesterday at the 100ma . The setup implies a potential trend turn, with room to keep both a trade and a longer-du… https://www.bullsignal.net/en/posts/20260520_224045/ Wed, 20 May 2026 22:40:45 +0800 https://www.bullsignal.net/en/posts/20260520_224045/ $MU remains in a buy-the-dip regime near term. The key tell is the sharp rebound: up 13% off yesterday’s intraday lows , with the view that every dip is a buy until further notice… https://www.bullsignal.net/en/posts/20260520_063601/ Wed, 20 May 2026 06:36:01 +0800 https://www.bullsignal.net/en/posts/20260520_063601/ $IREN still looks mispriced. The market seems to be underpricing both the $NVDA alignment and how hard its power footprint is to replicate. https://www.bullsignal.net/en/posts/20260520_003604/ Wed, 20 May 2026 00:36:04 +0800 https://www.bullsignal.net/en/posts/20260520_003604/ Equities and bond yields being simultaneously "sky high" looks unstable. Add stubbornly high oil, and the market is stuck in a three-way squeeze where something likely has to give… https://www.bullsignal.net/en/posts/20260519_123552/ Tue, 19 May 2026 12:35:52 +0800 https://www.bullsignal.net/en/posts/20260519_123552/ China macro data came in softer than expected, but the weak print does not automatically break the bigger semis upcycle. https://www.bullsignal.net/en/posts/20260519_023625/ Tue, 19 May 2026 02:36:25 +0800 https://www.bullsignal.net/en/posts/20260519_023625/ Pullbacks after a vertical move often look worse than they are. A move from $20-$40 back to $30 feels painful, but a slower grind from $20-$30 feels fine. https://www.bullsignal.net/en/posts/20260518_084025/ Mon, 18 May 2026 08:40:25 +0800 https://www.bullsignal.net/en/posts/20260518_084025/ $AUR is being framed as a levered way to play autonomous driving, with the bigger angle being that embodied AI is moving from concept toward real-world deployment. https://www.bullsignal.net/en/posts/20260517_063534/ Sun, 17 May 2026 06:35:34 +0800 https://www.bullsignal.net/en/posts/20260517_063534/ Equity euphoria still does not look truly stretched. Goldman’s equity sentiment indicator remains below prior peaks that marked real blow-off conditions, which pushes back on the… https://www.bullsignal.net/en/posts/20260516_223548/ Sat, 16 May 2026 22:35:48 +0800 https://www.bullsignal.net/en/posts/20260516_223548/ AI/agent-native transformation consulting for large enterprises could become a bigger market than peak McKinsey / BCG / Accenture . https://www.bullsignal.net/en/posts/20260516_063518/ Sat, 16 May 2026 06:35:18 +0800 https://www.bullsignal.net/en/posts/20260516_063518/ Mortgage rates are at risk of repricing materially higher, with 7.5-8% mortgage rates potentially coming soon. https://www.bullsignal.net/en/posts/20260515_204047/ Fri, 15 May 2026 20:40:47 +0800 https://www.bullsignal.net/en/posts/20260515_204047/ $NVDA looks materially cheaper than $CBRS on a growth-adjusted basis. The core claim: Nvidia’s AI chip business is more than 400x larger than Cerebras and still growing nearly as… https://www.bullsignal.net/en/posts/20260515_084034/ Fri, 15 May 2026 08:40:34 +0800 https://www.bullsignal.net/en/posts/20260515_084034/ Nebius still looks like it has room to run even after a 6x move in one year. The bull case is driven by $46B order backlog , 4GW contracted power , and Meta hidden value of $15B ,… https://www.bullsignal.net/en/posts/20260515_003607/ Fri, 15 May 2026 00:36:07 +0800 https://www.bullsignal.net/en/posts/20260515_003607/ $SPY looks stretched. Daily RSI is the highest since July 2024 , and the index is up almost 20% straight off the March 30th lows. https://www.bullsignal.net/en/posts/20260514_143559/ Thu, 14 May 2026 14:35:59 +0800 https://www.bullsignal.net/en/posts/20260514_143559/ Micron being labeled a cyclical stock misses the bigger setup. If MU is cyclical here, then NVDA, INTC, AMD, TSM should be treated the same way. https://www.bullsignal.net/en/posts/20260514_024103/ Thu, 14 May 2026 02:41:03 +0800 https://www.bullsignal.net/en/posts/20260514_024103/ $NBIS looks like a real winner in the new AI stack because it can bring compute online efficiently at scale. https://www.bullsignal.net/en/posts/20260513_213615/ Wed, 13 May 2026 21:36:15 +0800 https://www.bullsignal.net/en/posts/20260513_213615/ Cerebras / OpenAI : the key read-through is not the headline partnership itself, but whether production validation is complete and revenue visibility is real. https://www.bullsignal.net/en/posts/20260513_053533/ Wed, 13 May 2026 05:35:33 +0800 https://www.bullsignal.net/en/posts/20260513_053533/ The current dip does not look like structural damage. A brief—or even extended—pullback is framed as healthy for market sustainability rather than a regime change. https://www.bullsignal.net/en/posts/20260512_233637/ Tue, 12 May 2026 23:36:37 +0800 https://www.bullsignal.net/en/posts/20260512_233637/ $XLE and $XOP have massively underperformed even with oil futures elevated for 70+ days . The tape appears to be pricing in demand destruction, a full Strait reopening, or regulat…