Micron CEO just confirmed what the market's been pricing in: AI memory shortage isn't going anywhere soon.
Data center demand, inference workloads, robotics—all running way ahead of supply. Customers want roughly 50% more product than the industry can ship. New fabs take years, not quarters, to come online.
Micron's response? Lock it down. 16 long-term take-or-pay contracts through 2030. $22B in customer deposits. $100B in committed revenue. That's not guidance, that's a fortress.
Meanwhile S...
Is the Rally Over for the S&P 500?
The S&P 500 has lost more than 3% in value over the past two days. In particular, the decline in #sp500futuresfall has led to significant capital shifts.
Meanwhile, in the crypto market, #Bitcoin has broken away from the trend after a long time and continues to rise. While not all altcoins have kept pace with this rally, a large portion of them especially the more stable ones have begun to rise.
If the sharp sell-off in the S&P 500 continues, the crypto mar...
$RPL
{future}(RPLUSDT)
🚀 RPL is the tiny fish swimming in a giant restaking ocean 🌊🐟
📊 RPL sitting around $1.68 💵
🧮 Market cap only ~$37M, ranked way down near #555
📉 Down about 97% from its $61.9 ATH, this is a deep-value microcap
📐 Price compressing in the $1.35 to $1.75 zone, resistance at $1.75 has been a bull trap, support around $1.35 to $1.40
🔧 Saturn One upgrade flipped the fee switch, RPL now accrues ETH revenue instead of pure inflation, and Saturn 2 (RPIP-81) is aimed at cu...
$ZEC — A word of caution here.
On the 1H chart, a potential rising wedge is forming directly beneath the $900 ATH.
That doesn’t automatically mean a breakdown is coming, but it does suggest some caution. Volume is fading as price pushes higher, while RSI remains healthy around 62, so the bullish structure is still intact.
For me, $ZEC $900 is the key level.
A strong breakout above $900 with expanding volume would invalidate the wedge concern and potentially open the door to price discovery....