Jeff Moreland

handicapped but doing the best I can

[Jeff Moreland @members88369]

kisses😙......Don't let us down!

[CoinPower @CoinPower_]

🚀 CoinPower is pleased to announce a strategic partnership with @lucky_clover001 .

CloverOS is building privacy-driven digital finance infrastructure for decentralized asset execution, automation, settlement, and scalable Web3 financial operations.

Through this partnership, @CoinPower_ and @lucky_clover001 will work together to expand ecosystem visibility, support community growth, strengthen market education, and bring more attention to privacy-focused Web3 finance.

At CoinPower, we believe the next stage of Web3 will be built through better infrastructure, stronger access, and more connected opportunities.

Together, we build a more private, secure, and opportunity-driven Web3 future. ⚡️

#CoinPower #CloverOS #Web3 #Crypto #DigitalFinance #Privacy #Blockchain #StrategicPartnership

[Jeff Moreland @members88369]

Beautiful tweet,gonna be special

[GoldFinger @GoldFingerRWA]

B20 isn’t just a token standard.

It’s the infrastructure that will power RWA on @base .

We believe tokenized gold will become one of the strongest RWA use cases in the years ahead.

Building for that future. 🟦

[Jeff Moreland @members88369]

kisses😙 ;

[Powerpei🦅🏆买美股上币安 @PWenzhen76938]

昨晚的非农数据出来，我认真看了一下

6月美国新增就业 5.7万，预期是1万

不只是低，还有前两个月被合计向下修正了 7.4万
这份数据相当难看

════════════════

市场立刻反应了

降息预期回升
资金从高估值的成长股流出，转向传统蓝筹。道琼斯指数创历史新高，但纳指和半导体板块明显回调。美光（MU）、闪迪（SNDK）这类存储股跌幅不小。

这个逻辑很直接：前期涨幅太大的板块，一旦出现宏观不确定性，最容易先被获利了结。

━━━━━ ∘ ━━━━━

但我的判断是：中长期逻辑没有被破坏

需求端没有任何变弱的信号
英伟达的订单还在，数据中心的扩建计划还在，AI对高带宽内存的需求还在持续增长。

这次存储股回调，更多是前期涨幅太大加上扩产预期提前消化，不是需求出了问题。

降息预期升温，其实对AI这个方向是长期利好

建数据中心要花很多钱，资金成本降低了，大科技公司扩张的意愿只会更强，不会更弱。

════════════════

我现在的操作思路

AI和科技基础设施还是核心仓位（50-60%）

存储和半导体如果出现明显超跌，我会分批考虑加仓，不是追涨，是借回调做更好的进场。

能源、电力和国防的防御配置继续保留。现金留一部分，等更清晰的买点出来。

━━━━━ ★ ━━━━━

下周重点盯这几件事

➢ 美联储官员的后续表态
➢ 大科技公司财报季的资本开支指引
➢ 存储股的需求和供给实际平衡情况

短期波动不改方向

回调是行情给的礼物，前提是你看清楚了为什么回调。

以上仅供参考，不构成投资建议。DYOR

#美股 #非农 #AI #半导体 #存储股

[Jeff Moreland @members88369]

I love it

[Pini Dunner @pinidunner]

Enough is enough. Qatar has done it again.

Behind the scenes, Doha has used its familiar tools - money, flattery, access, and influence - to push America toward a disastrous MoU with Iran.

It’s a travesty dressed up as diplomacy. It is manipulation dressed up as statesmanship. And Qatar is the evil villain behind it all. 1/5

[Jeff Moreland @members88369]

🎉 50 FOLLOWERS = $50 GIVEAWAY!

💰 Prize: $50 USDT (TRC20)

TO ENTER:
1️⃣ Follow ME
2️⃣ RT + Like
3️⃣ Drop your TRC20 wallet address

Winner picked at 10 likes
LFG! 🚀

#CryptoGiveaway #USDT #Bitcoin #Crypto #Trading #Giveaway #BTC

[Jeff Moreland @members88369]

A warmup and a series of unfinished heads #Art #ArtStudy #HeadPortrait

[Jeff Moreland @members88369]

Quite some Squadonians inside the TurtlelabsV NFT Recycler!

Try it out for just 100,000 $SQUAD!

You might become the owner of a Cool Squadonian!

[Jeff Moreland @members88369]

An NFT Wizard sold at 2.5 $SOL 🤩
#NFTCommunity #SolanaNFTs MagicEden