“自 2 月 19 日以来，美国股市的市值已蒸发超过 13 万亿美元。” 多于1/3 的美国36万亿国债！

I guess there might have been some signs on 3/25 on $APP

$APP is down 15% after a short report, which was leaked beforehand. Here's proof. $APP saw a surge of put activity all day, and big trades, single legged, swept, all at once yesterday and today before the report. The trader turned $20k into $200k, and then sold an additional

Good morning to everyone:

Good night to everyone:

+3,500% ON $APP PUTS TODAY 💰 On Monday, I spotted unusual put flow coming in on $APP using @unusual_whales.... I entered 3/28 $310 puts @ $1 each.... Today, @muddywatersre released a short report & the stock dropped over 20%, bringing my puts to $36 each, a +3,500% return!

Unusual Whales is the best software in uncovering unusual moves. Take a look at $APP yesterday. Traders shorted $APP before their report, turning their $20k investments into over $1M. Unusual, and insane no one besides us reports on these things.

Good morning to everyone:

Good night to everyone:

$APP is down 15% after a short report, which was leaked beforehand. Here's proof. $APP saw a surge of put activity all day, and big trades, single legged, swept, all at once yesterday and today before the report. The trader turned $20k into $200k, and then sold an additional $300k at $APP continued to drop. Flow traders using Unusual Whales on Twitter noticed as the images show. Come join us.

$APP - MUDDY WATERS SAYS SHORT APPLOVIN

Last week someone bought over 9 million dollars worth of $APP 430c for February. Today $APP announced a huge earnings beat. Shooting the stock up over $100 a share. Turning every $290 into $3200 overnight…. Someone always knows! @unusual_whales thx for the trade!

Earnings Summary (Q4 & Guidance) 📊 Beats & Positive Outlook 🟢 ✅ HubSpot ( $HUBS): EPS $2.32 (est. $2.19), revenue $703.2M (est. $673.3M). Q1 & FY revenue guidance slightly below estimates. ✅ MKS Instruments ( $MKSI): EPS $2.15 (est. $1.95), revenue $935M (est. $914.2M). Q1 guidance mixed. ✅ Pega Systems ( $PEGA): EPS $1.61 (est. $1.46), revenue $490.8M (est. $470.7M). FY guidance slightly below estimates. ✅ Q2 Holdings ( $QTWO): EBITDA $37.6M (est. $35.5M), revenue $183M (est. $179.9M). Guidance above estimates. ✅ Sony ( $SONY): Raises profit forecast 2% to 1.34T yen ($8.7B). Gaming unit profit +37%. Sold 9.5M PS5 units (vs. 8.2M YoY). ✅ Dutch Bros ( $BROS): EPS $0.07 (est. $0.02), revenue $342.8M (est. $317.8M). FY revenue & EBITDA guidance above estimates. ✅ MGM Resorts ( $MGM): EPS $0.45 (est. $0.30), revenue $4.3B (est. $4.27B). Strong demand in 2025, BetMGM expected to be profitable. ✅ Royal Caribbean ( $RCL): $1B buyback & 36% dividend increase. ✅ Service Corp. ( $SCI): EPS $1.06 (est. $1.05), revenue $1.093B (est. $1.08B). Invested $181M in funeral home/cemetery acquisitions. FY EPS guidance $3.70-$4.00 (est. $3.93). ✅ Pilgrim’s Pride ( $PPC): EPS $1.35 (est. $1.15), EBITDA $525.7M (est. $487.85M). Revenue below estimates at $4.372B (est. $4.589B). ✅ Molson Coors ( $TAP): EPS $1.30 (est. $1.13), revenue $2.74B (est. $2.7B). FY net sales expected to grow. ✅ AppLovin ( $APP): EPS $1.73 (est. $1.24), revenue $1.373B (est. $1.264B). Guides Q1 revenue $1.355-1.385B (est. $1.321B). ✅ Cisco ( $CSCO): EPS $0.94 (est. $0.91), revenue $14B (est. $13.87B). Increases dividend & buyback. Raises FY25 EPS & revenue outlook. ✅ Cognex ( $CGNX): EPS $0.20 (est. $0.16), revenue $230M (est. $220.7M). Q1 revenue guidance below estimates. ✅ Deere ( $DE): EPS $3.19 (est. $3.11); revenue $8.51B (-30% y/y, but beats est. $7.89B). FY25 sales decline expected in all divisions. ✅ Advanced Energy ( $AEIS): EPS $1.30 (est. $1.10); revenue $415.4M (est. $394.2M). Q1 guidance slightly above estimates. ✅ Williams Energy ( $WMB): EPS $0.47 (est. $0.45). Raises FY25 EBITDA guidance to $7.45B-$7.85B. ✅ Paycom Software ( $PAYC): EPS $2.32 (est. $1.97); revenue $493.8M (est. $408.8M). FY EBITDA & revenue guidance in-line. ✅ Reddit ( $RDDT): EPS $0.36 (est. $0.25); revenue $427.7M (+71% y/y, est. $405.5M). Q1 guidance above estimates. ✅ Robinhood ( $HOOD): EPS $1.01 (est. $0.52); revenue $1.01B (est. $951.8M). AUC up 88% y/y, user revenue up 102%. ✅ Curtiss-Wright ( $CW): EPS $3.27 (est. $3.09); revenue $824M (est. $789.6M). Strong FY25 guidance. ✅ Casella Waste ( $CWST): EPS $0.41 (est. $0.16); revenue $427.5M (est. $419.5M). FY25 revenue & EBITDA guidance above estimates. ✅ Hubbell ( $HUBB): Announces $500M share buyback. Mixed Results 🟡 ⚠️ Antero Resources ( $AR): EPS $0.26 (miss, est. $0.29); revenue $1.194B (beat, est. $1.17B). Raised production targets, lowered capital budget. ⚠️ GE HealthCare ( $GEHC): EPS $1.45 (est. $1.26); revenue $5.32B (in-line). Sees FY25 revenue up 2-3%, cautious on China tariffs. ⚠️ GXO Logistics ( $GXO): EPS $1.00 (est. $0.94); revenue $3.3B (est. $3.22B). FY25 EPS guidance below estimates. ⚠️ Manitowoc ( $MTW): EPS $0.10 (miss, est. $0.12); revenue $596M (miss, est. $600.1M). FY25 EPS guidance below consensus. ⚠️ Equinix ( $EQIX): AFFO/share $7.92 (est. $8.09), revenue $2.261B (est. $2.274B). FY guidance below estimates. ⚠️ Trade Desk ( $TTD): EPS $0.59 (est. $0.56), revenue $741M (est. $758.9M). Q1 guidance below estimates. ⚠️ Nestlé ( $NSRGY): Sales 91.35B francs (-1.8%), profit 10.88B francs (-2.9%). Growth driven by price hikes but warns of lower 2025 margins. ⚠️ Nissan ( $NSANY) & Honda (HMC): Terminated merger talks from December 2023. ⚠️ Rollins ( $ROL): EPS $0.23 (est. $0.23), revenue $832M (est. $817.5M). Operating income missed estimates ($151M vs. $160.4M). ⚠️ Wyndham Hotels ( $WH): EPS $1.04 (est. $0.99), revenue $341M (est. $344.47M). Guides FY RevPAR growth 2-3%. FY EPS $4.66-$4.78 (est. $4.78). Misses & Weak Guidance 🔴 ❌ 10X Genomics ( $TXG): EPS (-$0.40) (miss, est. -$0.11); revenue $165M (in-line). FY25 revenue guidance slightly below consensus. ❌ Albemarle ( $ALB): EPS (-$1.09) (miss, est. -$0.67); revenue $1.2B (miss, est. $1.34B). Plans cost cuts & production shifts. ❌ Tyler Technologies ( $TYL): EPS $1.49 (est. $1.61), revenue $541.1M (est. $540.5M). FY revenue guidance below estimates. ❌ Fastly ( Earnings Summary (Q4 & Guidance) 📊): EPS (-$0.03) (est. $0.00), revenue $140.58M (est. $138.63M). FY25 EPS & revenue guidance below estimates. Color Code: 🟢 Beat ✅ | 🟡 Mixed ⚠️ | 🔴 Miss ❌

🚀 24H Top 5 Gainers on #KuCoin (January 22, 2025) 1. $PLUME (@plumenetwork) - $0.214 (2,760%) 2. $APP (@RWAXorg) - $0.00868 (+67%) 3. $OPEN (@OpenCustody) - $0.01174 (+67%) 4. $MIGGLES (@MrMigglesOnBase) - $0.0832 (+67%) 5. $OBT (@Orbiter_Finance) - $0.0136 (+43%)

🚀 24H Top 5 Gainers on #KuCoin (January 15, 2025) 1. $SYNTH (@synthr_io) - $0.055437 (1000%) 2. $TOSHI (@Toshi_base) - $0.00029 (+122%) 3. $TREAT (@treatsforShib) - $0.0168 (+68%) 4. $APP (@RWAXorg) - $0.0085 (+67%) 5. $AIXBT (@aixbt_agent) - $0.643 (+51%)

🚀 24H Top 5 Gainers on #KuCoin (Dec 30, 2024) 🔥 1️⃣📈 $APP (@RWAXorg) - $0.009943 (+55%) 2️⃣📈 $AGLD (@AdventureLayer) - $2.36 (+35%) 3️⃣📈 #ZEREBRO (@0xzerebro) - $0.4093 (+35%) 4️⃣📈 $PIP (@getpipcom) - $0.04887 (+32%) 5️⃣📈 #L3 (@layer3xyz) - $0.11444 (+27%)

RWAX $APP held strong yesterday while most of the market was down. With the @Bitpanda_global listing today, things are looking promising. Trading is live!! 🔥

$APP is live on @Bitpanda_global! 🎉 ➜ After a strong performance yesterday where it defied the market dip, the native token of @RWAXorg is now available on one of the largest exchanges in Europe. DYOR but trading is live and I can't wait to see the impact on the price action! 👇

Did you see this? 🧐 @RWAXorg $APP is going after Ethena! They’re launching this big growth campaign in 10 days. @ethena_labs has like, 4 billion in TVL, so that's a bold move. I'm curious what RWAX has planned. This could be huge for the integration of RWA in DeFi. Don’t sleep on it! 👇🏻

RWAX $APP dropping a growth campaign in 10 days👀 Targeting Ethena’s $4B+ TVL? Bold moves only. RWA sector is heating up, and I’m here for it. Don’t sleep on this one. 🚀

Top Performing RWA Tokens by 7-Day Change on $APP +213.2% $RSR +121.4% $RWA +111% $SMTX +106% $XRWA +87.4% ... Which #RWA tokens are you bullish on? View more information from the image below! 👇 More:

$APP @ApplicationsCTO 为Meme币赋予全新定义，共铸 #BSC 链复兴荣光！ 震撼消息！追溯138天前， $APP 合约地址竟悄然持有60万BNB！ 这不仅是巧合的邂逅，更是宿命的交响！ 此刻， $APP 已全面融入社区怀抱，它不再仅仅是一种代币，而是一场改写游戏规则的壮阔革命！ 📈 认准唯一合约地址：0xAf6A30f510b1378Cc2768544A02AADdF04B98605 #DYOR #以上不是投资建议 #据此投资风险自负

$APP @ApplicationsCTO 正在重新定义 Meme 币，Make #BSC Great Again！🔥 当我看到 $APP 合约地址曾在 138 天前持有 60 万颗 BNB时，我完全震惊了！这可不是巧合，而是历史的必然！💥 现在，$APP 完全由社区接管，带来了改变游戏规则的潜力！我迫不及待地想看到它如何带动整个生态的变革！🚀 📈 大家认准唯一合约地址：0xAf6A30f510b1378Cc2768544A02AADdF04B98605，一起见证这个历史时刻！#CryptoRevolution

🔥 $APP @ApplicationsCTO：重塑 Meme 币新格局，让 #BSC 重铸辉煌！ 惊爆消息来袭！138 天前，$APP 合约地址竟坐拥 60 万颗 BNB，这绝非偶然，而是冥冥之中命运的安排！ 此刻，$APP 已全面交由社区掌舵，它不再仅仅是一枚普通代币，而是一场颠覆传统、改写游戏规则的伟大革命！ 📈 牢牢锁定唯一合约地址：0xAf6A30f510b1378Cc2768544A02AADdF04B98605 ，与我们一同见证这场变革之旅！

投资日记📓 今天找了几个标的来P 非投资建议 DYOR 早上上的艺术家反击Sol上的 $SPELL 8zrgK9eADL7fc5GSn8seJ4n9E22bn5a4o5JiAptVpump BNB上的 $APP 社区币，线下地推+强庄控盘 0xaf6a30f510b1378cc2768544a02aaddf04b98605 50M市值上的Sol上的 $EZRA 6HPGbw3DkETwGKWFXZ1Mer5mA7MjhYcdMBQNZgfhpump 今天加仓了BNB的 $KOMA 、$AICell Sol上的 $Ban Gate上的 $Jgn 、 $PINGO 非投资建议⚠️

BSC上的meme最近有点疯！！！🫡 这个 $APP 昨天他们就喊我买，我就冲了一点点芝麻绿豆仓，结果今天又一直拉！！！ 项目灵感来源cz的发言，社区完全接管。 "I am not against memes, but meme coins are getting "a little" weird now. Let's build real applications using blockchain." 买少了，我fomo的不行了🥲还有谁！！！ 认准唯一地址： 0xAf6A30f510b1378Cc2768544A02AADdF04B98605

抽奖来啦～！ 🎁12万枚 $APP 五人分（目前每份价值28u）🎁 这是一个极具潜力的meme！ • 灵感源自CZ的发言 • BUILDER 和 MEMEr 的独特结合 •全社区接管的 Meme 币新星 ✅关注 @ApplicationsCTO @Gummybear1771 ✅点赞转发随意评论 唯一合约地址：0xaf6a30f510b1378cc2768544a02aaddf04b98605

对于 #AI 赛道，聊点小伙伴们可能感兴趣的话题： 01、为何要持续学习关注AI赛道： 回答：昨天还在和武兄 @qinbafrank 学习这块呢。美股上市公司英伟达自从2023年初开始上涨至今，这波情绪的炒作、流动性溢价传导到加密市场，已经持续到现在，连A股相关AI概念股都上涨不少。现在作为AI的基础设施的英伟达市值已经3.39万亿美金，美股AI应用类比如 $PLTR $APP ，都已经1000多亿美金市值。 未来基础设施到应用类的过渡，AI肯定是未来持续炒作的热点，尤其是接下来美国降息，带来情绪的FOMO，流动性的溢价，炒作到加密市场AI赛道相关的项目，接下来AI炒作热度会只增不减。 02、市场上已有的AI赛道相关项目列表：（只列举已登陆币安或CB、Upbit等） AI+MEME：ACT GOAT Turbo AI+Gamefi：AI AI+创作者：NFP IQ AI+基础：FET GRT IO AI+身份协议：WLD 没有提到的，欢迎小伙伴们补充，为什么只列举上了币安等大所的，其他没有机会嘛？有。但上了大所，尤其是币安、CB、Upbit、Bithumb等现货交易，意味着炒作有更好的流动性承载，更好的市值期待值。 AI本身是一个热门炒作叙事，加上其他热门炒作叙事比如MEME，AI+MEME，未来肯定可期。这不，这段时间ACT、GOAT就有不少涨幅。接下来在链上，也肯定会有更多机会。或者有好的AI相关项目可以登陆大所预期的。 03、关于AI赛道的一些概念科普： AI Agent：即“人工智能代理”，通过模拟人类智能行为，为解决复杂问题和提升效率提供全新的途径，应用场景非常广泛，金融服务、教育领域、社交、游戏、创作者等等。这样是不是好理解，是不是就衍生出很多AI+什么什么的生态方向了。 再比如热门的AI+Depin，从AI角度看，DePIN为AI提供了更广泛、更分散且可靠的物理基础设施资源，如分布式的计算节点等，缓解了AI对集中式数据中心依赖所面临的成本、算力扩展受限等问题。 从DePIN角度而言，AI技术有助于优化DePIN网络的运维管理，例如通过智能算法更好地分配资源、预测设备故障、提高网络整体效率等，同时AI的数据处理能力也有助于分析DePIN网络中的大量数据，以挖掘更多价值。 所以关于AI相关沾边的项目需要持续关注，以往历史走势告诉我们，这是一个会带来海量金融流动性的赛道方向。当然，炒作归炒作，具体到项目还是要把握项目的基本面，做市商啊，上大所啊等等，想要高市值。得各方面均是顶配，否则市值期望会大打折扣的。 在这个上面，我们都是学习者，市场永远是对的，紧跟市场的炒作。去把握自己的投资回报。谢谢 以上均个人想法，非投资建议。DYOR

#KuCoin Weekly Report (Nov 4 - Nov 10, 2024) ✅GemVote Phase 6 Begins ✅KuCoin Completes Token Swap & Rebranding for $CTRL $TRUF, & $APP ✅New Listings: $ACTSOL, $SMILE, $COW, $SWELL, $PEAQ For more promotions & campaigns, visit #KuCoin's announcement page! #BUIDL #MoreToCome

#KuCoin Supports the Moon App $APP Rebranding More details ⤵️

#Upgrades - Sep 17, 2024 $ALRS: Raymond James Upgrades to Outperform from Market Perform - PT $24 $APP: UBS Upgrades to Buy from Neutral - PT $145 (from $100) $BANC: Raymond James Upgrades to Outperform from Market Perform - PT $16 $BNTX: Jefferies Upgrades to Buy from Hold - PT $150 (from $96) $CURV: William Blair Upgrades to Outperform from Market Perform $DCOM: Raymond James Upgrades to Strong Buy from Outperform - PT $35 (from $29) $ETR: Barclays Upgrades to Overweight from Equalweight - PT $138 (from $115) $GCI: Citi Upgrades to Neutral from Sell - PT $5.10 $GEV: BofA Securities Upgrades to Buy from Neutral - PT $300 (from $200) $HPE: BofA Securities Upgrades to Buy from Neutral - PT $24 (from $21) $LIVN: Baird Upgrades to Outperform from Neutral - PT $66 (from $55) $LSCC: Stifel Upgrades to Buy from Hold - PT $55 $NYCB: Raymond James Upgrades to Market Perform from Underperform $RLMD: Jefferies Upgrades to Buy from Hold - PT $13 (from $3.50) $SHOP: Redburn-Atlantic Upgrades to Buy from Neutral - PT $99 $SNV: Raymond James Upgrades to Outperform from Market Perform $TCBI: Raymond James Upgrades to Outperform from Market Perform $VBTX: Raymond James Upgrades to Strong Buy from Market Perform

🚀 24H Top 5 Gainers on #KuCoin (Aug 16, 2024) 🔥 1️⃣📈 $GTT (@CricketFlyGame) - $0.000204 (+58%) 2️⃣📈 $GAME (@GameOn_HQ) - $0.02342 (+29%) 3️⃣📈 $FLY (@FrankLinYield) - $0.000979 (+27%) 4️⃣📈 $ZEX (@ZetaMarkets) - $0.0300 (+22%) 5️⃣📈 $APP (@MoonAppOfficial) - $0.003601 (+22%)