Both Circle (CRCL) and CoreWeave (CRWS) delivered strong Q3 results... yet both dropped more than 20% in a single week. Is this panic selling or the perfect setup for a rebound trade? After studying the price action, fundamentals, and macro catalysts, here's the most logical conclusion: 🔎 CRCL Is the Cleaner, More Predictable Rebound Setup. Yes, CoreWeave has long-term tailwinds — but Circle's price behaviour, sector correlation, and technical structure make it the more compelling short-term opportunity. 📌 1. CRCL Moves With Bitcoin — and BTC Is at a Decision Zone Circle’s drop this week wasn#t about earnings. It was about Bitcoin slipping below $100K, triggering broad crypto-linked selling. BTC is now near a strong demand zone where: ETF inflows remain positive Miner balances are rising a

$Bullish(BLSH)$ Here's my game plan for $BULLISH after the +80% IPO pop and another +9% follow-through — quick, practical, and predictive: What's driving it Classic post-IPO momentum: tight float + algo demand + retail rotation into "new story". Price now trades well above IPO reference and day-1 VWAP — momentum is intact but fragile. Next catalysts: quiet-period expiry (~25–30 days post-IPO → analyst initiations), first earnings/metrics update, and any lock-up headlines (check the S-1; most are ~180 days but watch for early releases). Levels I'm trading Support (buy-the-dip zone): $64–66 (day-2 base / 5-day moving area). If reclaimed on rising volume → high-probability bounce. Deeper support: $58–60 (gap body). Only nibble here with tight risk;

AMD just threw down the gauntlet. Its new MI325 GPU accelerator is squarely aimed at Nvidia's H200 — a move that could reshape the AI chip race. With the AI boom still in full swing, investors are asking: is it time to bet on the underdog with upside, or stay safe with the market leader? 📊 Current Snapshot: AMD's MI325 expected to deliver 30% higher compute density Nvidia still holds over 80% of AI GPU market share Hedge funds adding exposure to both — AMD for growth, NVDA for stability 💡 Short-Term Outlook: $NVDA likely sees near-term consolidation after earnings rally $AMD might attract speculative inflows — watch for volume spike if it breaks $165 resistance AI chip ETFs ($SOXX, $SMH) could benefit from rising sector buzz 🌎 Macro Watch: FOMC speakers this week could stir volatility US Q

Markets cooled off sharply last Friday. Dow -0.94%, NASDAQ -0.92%, S&P 500 -0.79% — all pointing to risk-off flows heading into a crucial CPI week. Is this the shakeout before a breakout? 🔍 Key Watchlist $CRCL: After a volatile retracement, price is coiling between $180–$205. A BTC move above $110k could ignite a run toward $230. If it breaks $180, next support sits around $155. $MSTR: Underwhelming despite weekend BTC rebound. A hold above $420 could trigger a push to $450. Any weakness in BTC might drag it below $400—put spreads could work. $COIN: Trading under pressure near $240. Implied volatility is high. A surprise CPI print or BTC rally could push it back toward $260. $TSLA: Political tension (Trump-Musk) and robotaxi hype f

$Tesla Motors(TSLA)$  Is it a good time to buy Tesla stock? Not quite — and here is why: Tesla just lost over $150B in market value following Elon Musk’s public fallout with Donald Trump. With Trump threatening to pull federal contracts if re-elected, and Tesla already facing sliding sales in China and Europe, political risk is now real — not priced in. Unless Tesla repositions itself or Trump softens, don’t be surprised if TSLA dips below $150 before it finds real support. Watch the next CPI print and July earnings — that’s where the rebound (or breakdown) begins. All the best, fellow traders. Trade wisely, comrades!

Market Snapshot Nasdaq leads with a cautious surprise, up +0.35%, while both the Dow Jones (-0.51%) and S&P 500 (-0.08%) signal lingering softness. Key Tickers to Watch Today Ticker Price Outlook $AMD ~$172.40 Strong rebound after Thursday's dip. Earnings-driven volatility lies ahead; anticipate a test around $180, with support near $170. $SMCI ~$46.67 Consolidation below post-earnings spike. Short-term resistance at $48-$49, support forming near $46. Analyst optimism from Barclays (Target: $45) may cushion downside. $CRCL – Crypto-linked names remain reactive to BTC moves. Look for support to hold above $130; any fresh crypto catalyst could bounce it to the $140s. $WOLF – Still under pressure. Without a broader market rebound, expect further weakness—watch for stabilization only if te

📊 Coinbase ($COIN) Update 🔼 What's Boosting It? 1. Bitcoin Stability – $BTC is comfortably above $100K, bolstering sentiment for crypto equities like $COIN. 2. Rising Volume – Coinbase’s daily volume surged ~22% week-over-week, which suggests stronger fee revenue prospects. 3. Institutional Leverage – As a key custodian for major crypto ETFs (e.g., BlackRock), Coinbase benefits from increased crypto adoption. 4. Bullish Setup – Currently trading above its 50‑day MA (~$340), with a potential cup‑and‑handle pattern forming. A solid break above $360–365 could target $400 next. ⚠️ Risks Ahead Regulatory Pressure – Ongoing SEC scrutiny may keep a lid on upside. Crypto Correlation – A sudden drop in Bitcoin or Ethereum could drag COIN downward. Momentum Fatigue – After the current rebound, a nat