Bitcoin has fallen 33% to $84,000 since registering a death cross on November 16, when its 50-day moving average crossed below the 200-day moving average. The CMC Fear and Greed Index now stands at 11, its lowest level since July 2023. Historical data shows death crosses have typically preceded positive returns within three months, though current macroeconomic conditions may present different dynamics.

Constrained capacity investment, supply chain shifts, and Nvidia's pivot to LPDDR technology have triggered a memory supercycle. TrendForce projects Q4 pricing will rise 75% year-over-year. DDR4 and DDR5 module costs have surged 130–180% over 18 months, data show.

Palantir Technologies Inc. (NASDAQ: PLTR) trades at $194.50 per share with a trailing 12-month price-to-earnings ratio of 688.53. Michael Burry's Scion Asset Management established put options on 5 million PLTR shares during Q3, representing 66% of the firm's portfolio, according to a Monday 13F filing. The company reported Q3 revenue of $1.181 billion, a 63% year-over-year increase, while Wall Street's consensus price target stands at $178.90.