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    <title>SKHY on BullSignal | Global Market Intelligence</title>
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      <title>AI Trade Rotates From Semis to Software as Nvidia Tests Support</title>
      <link>https://www.bullsignal.net/en/posts/20260728_032748/</link>
      <pubDate>Tue, 28 Jul 2026 03:27:48 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260728_032748/</guid>
      <description>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 .</description>
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      <title>📌 X Insight Update[x_fin] (2026/07/28 00:52)</title>
      <link>https://www.bullsignal.net/en/posts/20260728_012759/</link>
      <pubDate>Tue, 28 Jul 2026 01:27:59 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260728_012759/</guid>
      <description>This week is a trend-setting tape. $MSFT , $META , $AAPL , $AMZN , the FOMC interest rate decision , and Warsh&amp;#39;s presser are all hitting at once.</description>
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    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/27 22:10)</title>
      <link>https://www.bullsignal.net/en/posts/20260727_232737/</link>
      <pubDate>Mon, 27 Jul 2026 23:27:37 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260727_232737/</guid>
      <description>$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 $100B by 2028 , with MI450 and…</description>
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      <title>📌 X Insight Update[x_fin] (2026/07/27 16:48)</title>
      <link>https://www.bullsignal.net/en/posts/20260727_172738/</link>
      <pubDate>Mon, 27 Jul 2026 17:27:38 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260727_172738/</guid>
      <description>$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.</description>
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    <item>
      <title>AI Data-Center Demand Seen Near 194 GW by 2035, Boosting TSM</title>
      <link>https://www.bullsignal.net/en/posts/20260727_002750/</link>
      <pubDate>Mon, 27 Jul 2026 00:27:50 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260727_002750/</guid>
      <description>$META is tackling a real AI bottleneck: storage is moving closer to GPU clusters to keep $NVDA and $AMD accelerators fed.</description>
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    <item>
      <title>AI HBM demand puts SK Hynix and Micron upside in focus</title>
      <link>https://www.bullsignal.net/en/posts/20260725_214253/</link>
      <pubDate>Sat, 25 Jul 2026 21:42:53 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260725_214253/</guid>
      <description>$NVDA / $SKHY : The after-hours news likely sets up a Sunday night gap-up watch for SK Hynix .</description>
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    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/25 00:29)</title>
      <link>https://www.bullsignal.net/en/posts/20260725_014251/</link>
      <pubDate>Sat, 25 Jul 2026 01:42:51 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260725_014251/</guid>
      <description>$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…</description>
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    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/22 07:47)</title>
      <link>https://www.bullsignal.net/en/posts/20260722_082748/</link>
      <pubDate>Wed, 22 Jul 2026 08:27:48 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260722_082748/</guid>
      <description>Crypto / Bitcoin may already be in a bottoming phase. The key tell is Bitcoin reacting off the previously flagged $57,800 level, suggesting that level is acting like a meaningful…</description>
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    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/22 06:38)</title>
      <link>https://www.bullsignal.net/en/posts/20260722_082233/</link>
      <pubDate>Wed, 22 Jul 2026 08:22:33 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260722_082233/</guid>
      <description>24-hour markets look structurally unhealthy. More trading hours are not automatically better; nonstop liquidity can amplify fatigue, overtrading, and sloppy execution. 1</description>
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    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/21 21:54)</title>
      <link>https://www.bullsignal.net/en/posts/20260721_222809/</link>
      <pubDate>Tue, 21 Jul 2026 22:28:09 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260721_222809/</guid>
      <description>Risk appetite is getting messy. Oil , yields , equities , crypto , and gold are all moving higher at the same time, which points to a cross-asset mismatch rather than a clean risk…</description>
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    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/21 00:00)</title>
      <link>https://www.bullsignal.net/en/posts/20260721_002734/</link>
      <pubDate>Tue, 21 Jul 2026 00:27:34 +0800</pubDate>
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      <description>$IREN ’s real edge in today’s announcement is the funding structure. Customers are covering nearly half the GPU cost before revenue starts.</description>
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    <item>
      <title>Meta Compute-Capacity Sale Sparks Semiconductor Selloff</title>
      <link>https://www.bullsignal.net/en/posts/20260717_202236/</link>
      <pubDate>Fri, 17 Jul 2026 20:22:36 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260717_202236/</guid>
      <description>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.</description>
    </item>
    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/16 05:36)</title>
      <link>https://www.bullsignal.net/en/posts/20260716_070959/</link>
      <pubDate>Thu, 16 Jul 2026 07:09:59 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260716_070959/</guid>
      <description>$OKTA : Trimmed more “let-it-ride” exposure based on the daily chart. The playbook is risk-managed, not all-or-nothing: plenty of lower levels to re-enter or defend, with multiple…</description>
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    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/15 22:51)</title>
      <link>https://www.bullsignal.net/en/posts/20260716_000948/</link>
      <pubDate>Thu, 16 Jul 2026 00:09:48 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260716_000948/</guid>
      <description>$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.</description>
    </item>
    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/15 20:42)</title>
      <link>https://www.bullsignal.net/en/posts/20260715_221204/</link>
      <pubDate>Wed, 15 Jul 2026 22:12:04 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260715_221204/</guid>
      <description>$INTC has a real process-turnaround angle if 18A yields have improved to 85% from 65% last quarter . That puts it close to $TSM N2 and ahead of Samsung SF2 .</description>
    </item>
    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/15 07:27)</title>
      <link>https://www.bullsignal.net/en/posts/20260715_074136/</link>
      <pubDate>Wed, 15 Jul 2026 07:41:36 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260715_074136/</guid>
      <description>$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</description>
    </item>
    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/15 03:28)</title>
      <link>https://www.bullsignal.net/en/posts/20260715_034228/</link>
      <pubDate>Wed, 15 Jul 2026 03:42:28 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260715_034228/</guid>
      <description>$AAPL : PrismML could be a real on-device AI unlock. Compressing powerful models enough to run directly on an iPhone would make AI faster, more private, and less dependent on expe…</description>
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    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/14 21:06)</title>
      <link>https://www.bullsignal.net/en/posts/20260714_214701/</link>
      <pubDate>Tue, 14 Jul 2026 21:47:01 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260714_214701/</guid>
      <description>Cool CPI is being read as a clean pass for the first major July macro hurdle. The immediate risk-on rip makes sense, but the key is whether the move can hold after the first knee-…</description>
    </item>
    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/14 20:03)</title>
      <link>https://www.bullsignal.net/en/posts/20260714_214234/</link>
      <pubDate>Tue, 14 Jul 2026 21:42:34 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260714_214234/</guid>
      <description>ASML / TSMC : ASML ’s revenue pull from TSMC looks set to re-accelerate. ASML as a % of TSMC COGS peaked at 28% in 2023 , dropped to 12% in 2024 , then recovered to 16% in 2025 .</description>
    </item>
    <item>
      <title>HDV nears record after 17% YTD gain, beating S&amp;P 500’s 10%</title>
      <link>https://www.bullsignal.net/en/posts/20260713_234706/</link>
      <pubDate>Mon, 13 Jul 2026 23:47:06 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260713_234706/</guid>
      <description>$ROBN : Partial profit-taking makes sense after a 100%&#43; move in common shares, while leaving a runner keeps upside exposure alive.</description>
    </item>
    <item>
      <title>SK Hynix positioned for Blackwell-driven HBM supply squeeze</title>
      <link>https://www.bullsignal.net/en/posts/20260713_014217/</link>
      <pubDate>Mon, 13 Jul 2026 01:42:17 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260713_014217/</guid>
      <description>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.</description>
    </item>
    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/11 21:41)</title>
      <link>https://www.bullsignal.net/en/posts/20260711_234208/</link>
      <pubDate>Sat, 11 Jul 2026 23:42:08 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260711_234208/</guid>
      <description>S&amp;amp;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.</description>
    </item>
    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/11 03:54)</title>
      <link>https://www.bullsignal.net/en/posts/20260711_054223/</link>
      <pubDate>Sat, 11 Jul 2026 05:42:23 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260711_054223/</guid>
      <description>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</description>
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    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/10 22:03)</title>
      <link>https://www.bullsignal.net/en/posts/20260710_234218/</link>
      <pubDate>Fri, 10 Jul 2026 23:42:18 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260710_234218/</guid>
      <description>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, $BK…</description>
    </item>
    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/10 20:32)</title>
      <link>https://www.bullsignal.net/en/posts/20260710_214156/</link>
      <pubDate>Fri, 10 Jul 2026 21:41:56 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260710_214156/</guid>
      <description>Circle has downside support because its business scale, aggressive founding/management team, and three stacked narratives — stablecoins / RWA / agent payments — create a real marg…</description>
    </item>
    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/10 07:50)</title>
      <link>https://www.bullsignal.net/en/posts/20260710_094252/</link>
      <pubDate>Fri, 10 Jul 2026 09:42:52 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260710_094252/</guid>
      <description>$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.</description>
    </item>
    <item>
      <title>📌 X Insight Update[x_fin] (2026/07/09 18:25)</title>
      <link>https://www.bullsignal.net/en/posts/20260709_194217/</link>
      <pubDate>Thu, 09 Jul 2026 19:42:17 +0800</pubDate>
      <guid>https://www.bullsignal.net/en/posts/20260709_194217/</guid>
      <description>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</description>
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