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Professional investors are quietly rotating. Retail is still asleep
While global headlines obsess over US mega-caps, Greater China just delivered one of the most explosive equity events of 2026:
CXMT (ChangXin Memory / 长鑫存储)
– Asia’s largest IPO this year: raised US$8.6 billion
– Debuted on Shanghai STAR Market
– +465% to +500% on day one
– Instantly became China’s most valuable listed company
– Market cap pushed past US$480–540 billion
– World’s 4th-largest DRAM maker, pure AI-server memory play
– Homegrown semiconductor self-sufficiency thesis fully validated
Market backdrop (as of 28 July 2026):
– Hang Seng Index closed 25,311, up +10% in the past month (recovered sharply from the June low of 22,518)
– Foreign holdings of onshore A-shares have already exceeded 4 trillion yuan
– China’s industrial profits +18.7% in H1 2026, led by high-tech & AI equipment
Names moving right now in Hong Kong:
– Horizon Robotics: +8.9%
– Xiaomi: +2.0%
– Tencent: +1.0%
– Meituan: +0.9–1.1%
– Lenovo & SMIC also seeing sustained AI-related bids
Shein is next in the pipeline (targeting US$40–50 billion valuation for its Hong Kong listing).
This is classic late-stage FOMO setup:
Massive primary market absorption + secondary market recovery + policy-backed AI/chip theme + real foreign capital inflows.
The smart money has already started positioning.
The ones still waiting for “confirmation” will be the ones explaining their underperformance in Q4.
Still on the sidelines?
Capital doesn’t wait for perfect narratives.
#ChinaEquities #AShares #HangSeng #CXMT #AIChips #Semiconductor #FOMO
China’s Equity Reawakening: From CXMT’s Blockbuster Debut to Hong Kong’s Technology Re-Rating
The latest rise in Chinese equities is not being driven by a single policy announcement or a temporary burst of speculative enthusiasm. It reflects the convergence of three powerful forces: an AI-driven memory-chip upcycle, the accelerating localisation of China’s semiconductor supply chain, and a broader reassessment of Chinese assets after years of valuation compression. This does not mean that every Chinese stock has entered a new bull market. The rally remains highly selective, with capital
Trump 2028 Red Hat Debuts as USD1 Market Cap Surpasses $4.1 Billion
At the White House Correspondents' Association Dinner on July 24, 2026, Trump suddenly put on a "Trump 2028" red hat and announced, in an exclusive tone, his intention to run for a fourth term, joking that it was to save media ratings since he had already won three times and another win should be easy. The audience responded with laughter and applause, though some reacted indifferently.
According to the 22nd Amendment of the U.S. Constitution, no person may be elected president more than twice. Trump has served as the 45th and 47th president, legally barring him from participating in the 2028 election. However, since early 2025, he has continuously discussed related topics, with the official store listing "Trump 2028" red hats and T-shirts printed with "Rewrite the Rules," items even displayed in the Oval Office.
He has repeatedly half-seriously, half-jokingly said, "Many people want me to run again" and "There’s always a way to make it happen," while emphasizing his preference to focus on the current four years and hand over to a capable Republican, ruling out a vice-presidential workaround.
The Republican Party has already begun preparations for 2028, with Vice President JD Vance leading in polls and Secretary of State Marco Rubio also seen as a potential successor. Trump himself has not publicly endorsed anyone, and MAGA influence remains strong. "Trump 2028" is currently more a mix of political mobilization, fan merchandise, and media buzz. Overcoming constitutional limits is extremely difficult but it continues to be a focal point.
At the same time, the USD stablecoin USD1, issued by World Liberty Financial which is closely associated with the Trump family, has reached a market cap of approximately $4.14 billion, ranking 5th among stablecoins, with a circulating supply of about 4.143 billion tokens, a 24-hour trading volume of around $845 million, and a price closely pegged to $1.
The main growth drivers come from financial and reward activities on centralized exchanges like Binance. On July 2, Binance updated rules requiring certain high-level rewards to maintain a daily contract trading volume of no less than 300 $USD1; on July 9, the airdrop event was extended to August 7, with the prize pool expanded to 165 million $WLFI.
Bybit also extended its Hold & Earn campaign, releasing 40 million $WLFI rewards and including USD1 as a borrowable collateral asset.
The project team is simultaneously advancing the ecosystem: the World Liberty Markets lending platform is live, with USD1 as one of the main supply assets; the token is deployed across multiple chains including Ethereum, BSC, Solana, Tron, and is the native stablecoin on Tempo L1.

Trump 2028 Red Hat Debuts as USD1 Market Cap Surpasses $4.1 Billion
At the White House Correspondents' Association Dinner on July 24, 2026, Trump suddenly put on a "Trump 2028" red hat and announced, in an exclusive tone, his intention to run for a fourth term, joking that it was to save media ratings since he had already won three times and another win should be easy. The audience responded with laughter and applause, though some reacted indifferently.
According to the 22nd Amendment of the U.S. Constitution, no person may be elected president more than twice. Trump has served as the 45th and 47th president, legally barring him from participating in the 2028 election. However, since early 2025, he has continuously discussed related topics, with the official store listing "Trump 2028" red hats and T-shirts printed with "Rewrite the Rules," items even displayed in the Oval Office.
He has repeatedly half-seriously, half-jokingly said, "Many people want me to run again" and "There’s always a way to make it happen," while emphasizing his preference to focus on the current four years, hand over to a capable Republican, and ruling out a vice-presidential workaround.
The Republican Party has already begun planning for 2028, with Vice President JD Vance leading in polls and Secretary of State Marco Rubio also seen as a potential successor. Trump himself has not publicly endorsed anyone, and the MAGA influence remains strong. "Trump 2028" is currently more a mix of political mobilization, fan merchandise, and media buzz. Overcoming constitutional limits is extremely difficult but it continues to be a focal point.
At the same time, the USD1 stablecoin issued by World Liberty Financial, which is closely associated with the Trump family, has reached a market cap of approximately $4.14 billion, ranking 5th among stablecoins, with a circulating supply of about 4.143 billion tokens, a 24-hour trading volume of around $845 million, and a price closely pegged to $1.

Tonight, there were two golden dogs both launched on the long side.
One was @PWenzhen76938 with 60k. I pressed my head and replied to him, "Hasn't GME come out many times already? Someone must be buying this." No one bought it, and it flew to 2.3M GME.
0x76d73e77e4e6ae03d46118de48a931d7f05d1e18
The other was after seeing my good brother @EinsteinYipie's tweet, I thought I'd buy a hand to support, and it ended up flying big, the Jacket.
0x395c45c2e5170ab9d020010dc13214ab73051e18
So far, it looks like long is probably the next platform to watch after Robinhood.
When it comes to eating meat
@EinsteinYipie is really awesome
I just followed the order and earned points while lying down
0x395c45c2e5170ab9d020010dc13214ab73051e18


Jensen Huang just opened a Twitter account @JensenHuang, an official Nvidia affiliate account, iconic leather jacket, should be no problem.
Bought $JACKET on @longdotxyz, the pool is $NVDA, the angle is also top-notch.
@Natan_benish Have you noticed that @JensenHuang just arrived on X?
After losing SK Hynix's underwriting qualification, Morgan Stanley released a report pointing out that memory prices in Q3 will increase by 25% compared to Q2
Optimistic about the memory sector going forward
Really appealing
$SKHYNIX




