Orbit: Crypto Community Feed
$SNDK
$MU
$SKHYNIX
De ce este SanDisk $SNDK singurul care crește astăzi în sectorul stocării?
1. Cel mai recent raport financiar al companiei rămâne exploziv. Veniturile au atins un maxim record de 8,97 miliarde de dolari, iar afacerea cu centre de date a crescut cu 103% de la trimestru, ajungând la 2,98 miliarde de dolari, impulsionată de cererea de inteligență artificială.
2. Răscumpărare reală de numerar. SanDisk a răscumpărat acțiuni în valoare de aproximativ 4,5 miliarde de dolari trimestrul trecut și în prezent are cote de răscumpărare în valoare de 14,5 miliarde de dolari.
3. Clarifică tendințele din industrie. Dimensiunea pieței NAND este așteptată să crească de la 300 de miliarde de dolari în 2026 la 500 de miliarde în 2027, companiile având în prezent vizibilitate la cerere pentru peste patru ani.
🚨 TOMORROW COULD BE MORE IMPORTANT THAN TODAY FOR CRYPTO. 👀
Altseason watch is getting interesting.
The market is heading into a major macro catalyst: U.S. CPI. And traders are already positioning before the number even drops.
$BTC is holding around $65K, while combined $BTC and $ETH ETF flows have pulled in roughly $1.1B over the past week. 💰
That’s the part I’m watching closely.
Capital is moving into crypto before a broader altcoin rotation has even started.
If CPI comes in softer than expected → 📉 yields could ease → 💧 liquidity could improve → 🚀 risk appetite could expand.
But if inflation surprises higher, expect volatility.
Either way, tomorrow could give us a much clearer signal about where the next major move is coming from.
Don’t chase the altseason narrative yet. Watch the liquidity first. 👀
#AIInfraEarningsWatch #CPIToResetFedBets #Nvidia500BAIInfra #AIInfraFundingDiverges
$BTC $ETH
#DailyOrbit
#SpaceXShortCovering $XSPCX
🚀 Notable signs of short covering are emerging for SpaceX
Following a sharp rise in SpaceX stock over two consecutive sessions, over 250 million shares are currently held in short positions—representing approximately 16% of the tradable float.
📈 If the price continues to climb, short sellers may be forced to buy back shares to close their positions, generating additional buying pressure and driving the price even higher.
$BTC
The latest rejection is more interesting than the move up.
Price pushed into the upper part of the visible range, then sellers hit it hard.
EP
63,900–63,990
TP
64,200
64,400
64,650
SL
63,775
The recent push toward 64,400 was rejected, and price has now fallen back toward the lower part of the range. I’d want to see 63,900 hold before giving the bounce much weight. A break of the visible 63,775 low would weaken the setup considerably.
Let's go $BTC
🚨 TRON Posts Record Q2 2026 Growth, But Inflation Remains a Key Concern
TRON delivered another strong quarter, setting new records across stablecoins, network activity, and transaction volume.
💵 Stablecoin Highlights
• Stablecoin market cap reached $89.2B, a new all-time high.
• USDT represents approximately 98.5% of the total supply.
• TRON processed around $2.1T in USDT transfers during the quarter, averaging $22.8B per day.
• It now hosts the largest circulating USDT supply, ahead of Ethereum.
📈 Network Growth
• 11.8M daily transactions (+8.7% QoQ)
• 3.6M daily active addresses (+11.7%)
• Over 1.08B transactions completed during the quarter
• New single-day record of 14.6M transactions
💰 Revenue & Adoption
Network fees climbed to $699.4M, while TRON continued expanding its institutional footprint through new partnerships and growing market recognition.
⚠️ The Challenge
Despite the impressive growth, TRX recorded another inflationary quarter, with supply increasing by 87M TRX and the staking ratio falling to its lowest level in six quarters.
TRON continues to strengthen its position as a leading stablecoin network, but investors will be watching closely to see whether rising activity and fee generation can outweigh ongoing inflationary pressure.
$TRX $USDT #TRON
#AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges
#AppleTestsCXMTChips Apple testing CXMT memory chips feels less like a simple supply decision and more like a warning shot to its current suppliers 👀
Micron, Samsung and SK hynix still dominate Apple’s memory supply chain, and no CXMT deal has been confirmed. Any adoption would also need US regulatory approval. But even preliminary talks give Apple more leverage when negotiating prices and volumes 🤝
With DRAM supply already tight, adding another potential supplier could reshape both pricing expectations and market share. The interesting part isn’t whether CXMT replaces anyone overnight — it’s how quickly the existing suppliers react to protect their positions.
Test results and regulatory approval still matter, but Apple has already changed the conversation.
Smart supply diversification, or the beginning of real pricing pressure for memory stocks? 🤔
AI demand is becoming a financing test.
Nvidia has signed MOUs with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to create independent platforms targeting over $500B of third-party capital for AI infrastructure.
This is not one fund or $500B of Nvidia revenue. Final agreements remain pending. The timeline, debt-equity mix and partner commitments remain undisclosed, while the release does not specify whether Nvidia would provide any guarantees.
The goal is to treat Nvidia compute as an infrastructure asset designed to generate long-duration, usage-linked revenue, helping customers finance GPUs and data centers.
Intel is taking a different route. It proposed a $15B underwritten common-stock offering for general corporate purposes, including capex and working capital. Underwriters may purchase another $2.25B within 30 days, taking the potential gross offering size to $17.25B. At the time of the announcement, Intel had not priced the offering, so the final share count and dilution remained unknown.
· Nvidia channels outside capital toward customer demand
· Intel raises equity for its own balance sheet and expansion
· One model raises questions about utilization and credit quality, the other about dilution and execution
Financing is only one bottleneck. The IEA estimates grid constraints could delay around 20% of global data-center capacity planned for construction by 2030. Power access, equipment, construction and approvals still determine how quickly funded projects become usable compute.
If GPUs are financed like long-duration infrastructure, utilization, upgrade cycles and residual value matter as much as headline demand. Both stocks fell on the day, while the market continued to debate whether capital access alone can support current AI valuations.
For AI-linked crypto, more financed compute could expand capacity, while attention may increasingly shift toward whether real usage and revenue follow.
Which matters more for the next AI cycle: access to capital, or proof that the compute can pay for itself?
#Nvidia500BAIInfra
