Tomorrow night, the market is very likely to face a real turning-point decision on direction. A lot of capital has already started positioning in advance🔥
First, the Fed interest rate decision is coming
What people are really focused on now isn’t whether it will be a rate hike, but the subsequent stance
Will they mention rate cuts? Will they continue to emphasize inflation? Will they turn more hawkish? These are the real factors that affect the market
Personally, I think the likelihood of a direct rate hike this time is low. But if the remarks end up being hawkish, risk assets like BTC and U.S. stocks may still face short-term pressure
Second, the earnings reports from Meta and Microsoft
The key isn’t how much they made—it’s whether AI capital expenditures will keep increasing
In the last wave of the AI rally, the market was propped up by these tech giants going all-in and spending heavily
If both companies continue to expand their AI investments, market sentiment can carry on. But if someone starts cutting back on capital expenditures, the AI sector could easily see another round of adjustment
So for a stock like SanDisk ($SNDK ), which is deeply tied to AI and storage demand, there’s really no need to rush into catching the bottom
Haitang believes the best approach is to wait for the news to land and let the market choose a direction first
The truly big opportunity isn’t rushing in at the very beginning. It’s after the risks have been released and the funds come back, then you move
To brothers and sisters who want to position for SanDisk: be patient tomorrow night first. Once the direction is clear, it won’t be too late to act📈
$BTC $SKHY #SK海力士跌13%韩股KOSPI跌10% #韩国散户净买美股超5万亿韩元 #韩议员拟就杠杆ETF亏损索国家赔偿
First, the Fed interest rate decision is coming
What people are really focused on now isn’t whether it will be a rate hike, but the subsequent stance
Will they mention rate cuts? Will they continue to emphasize inflation? Will they turn more hawkish? These are the real factors that affect the market
Personally, I think the likelihood of a direct rate hike this time is low. But if the remarks end up being hawkish, risk assets like BTC and U.S. stocks may still face short-term pressure
Second, the earnings reports from Meta and Microsoft
The key isn’t how much they made—it’s whether AI capital expenditures will keep increasing
In the last wave of the AI rally, the market was propped up by these tech giants going all-in and spending heavily
If both companies continue to expand their AI investments, market sentiment can carry on. But if someone starts cutting back on capital expenditures, the AI sector could easily see another round of adjustment
So for a stock like SanDisk ($SNDK ), which is deeply tied to AI and storage demand, there’s really no need to rush into catching the bottom
Haitang believes the best approach is to wait for the news to land and let the market choose a direction first
The truly big opportunity isn’t rushing in at the very beginning. It’s after the risks have been released and the funds come back, then you move
To brothers and sisters who want to position for SanDisk: be patient tomorrow night first. Once the direction is clear, it won’t be too late to act📈
$BTC $SKHY #SK海力士跌13%韩股KOSPI跌10% #韩国散户净买美股超5万亿韩元 #韩议员拟就杠杆ETF亏损索国家赔偿