$SNDKB Demand for memory chips is expected to continue through 2035, with the industry shortage lasting until 2029–2030!!! According to Serenity, the long-term visibility of demand for memory chips has reached unprecedented levels. Major cloud service providers such as Google are seeking long-term supply agreements that could extend through 2035. However, the market remains concerned about the sustainability of investment in AI infrastructure and the risks associated with financing it. Dell CEO Michael Dell expects the memory chip shortage to last for around four years, and the construction of new wafer fabs is taking longer than expected. The new capacity is expected to come online between 2029 and 2030, while Dell expects the supply-demand imbalance to worsen in 2027.
Before SanDisk reports earnings at the end of the month, you can build a position in its shares in batches!!!
#Hawk is worth owning 🉐🔥🔥🔥 2 missions: ✅ Maintain ecological balance ✅ Spread the ideals of freedom 2 goals: ✅ Surpass SHIB (+2.22%) in market cap ✅ Have 100 million holders worldwide 1 promise: ✅ Won't sell a single coin until we surpass SHIB's market cap
U.S. September CPI blew past expectations again! Crude oil and U.S. Treasuries are going head-to-head—so where should we put our money?
CPI came in hotter than expected again, up 3.7% year over year! Energy prices jumped 5.2% in a single month, with gasoline accounting for more than half of the increase… In other words, the “monster” of inflation hasn’t been tamed. With the fighting in the Middle East giving it a boost, it’s roaring back to life 😂
First, U.S. Treasuries—this is the real main event! According to the usual script, a hot CPI report should lead to Treasury sell-offs and soaring yields, right? But BlackRock made a major move this week: it ended its six-year underweight position in Treasuries and switched to overweighting short-term bonds. The reason? Yields are already at a 24-year high. A 10-year yield of 5.25% is pretty sweet just for the interest income. Citi got dragged into the mess and was forced to change its tune 😂—from “no more rate hikes this year” to “we’ll need another one in December”~
What about crude oil? The logic is even simpler: geopolitics is the biggest call option~ Gasoline is up 9.1%, and diesel is even worse, up 67.7% so far this year. The Strait of Hormuz is blocked, choking off global oil and gas shipments. As long as the Middle East remains unsettled, oil prices won’t come down. But on the other hand, high interest rates will weigh on demand, so don’t count on prices doubling again~
And what about the crypto market—the thing we care about most? CZ once said something very true: “AI is great, but it can’t protect you from inflation. But $BTC can.” In other words, AI companies can issue more shares and raise funds to expand, diluting your stake. But Bitcoin has a fixed supply of just 21 million coins. Fiat currencies keep getting printed, but your share of Bitcoin won’t be diluted. The uglier the inflation data gets, the stronger the scarcity narrative becomes~
Personally, I think the worst news for Treasuries is already mostly priced in. High inflation and rising expectations of rate hikes—most of the bad news is already out there.
But smart money is buying the dip in Treasuries, geopolitics is supporting crude oil, and every inflation blowout is giving $BTC free “advertising.”
Big bro Changpeng Zhao is right: AI can’t solve inflation, but the answer has been written into Bitcoin’s code all along~
What do you think? Drop a comment below and let’s discuss~🥰 #9月CPI来袭原油美债走势如何
Top Forecaster Warns: Fed Could Raise Rates by 50 Basis Points in December, with Policy Path for Early Next Year in Flux
Economist Jason Schenker, who was among the first to predict the Fed’s most recent rate hike, is now raising another possibility: if inflationary pressures persist, the Fed could raise rates by 50 basis points in December rather than the usual 25.
Jason Schenker, president of Prestige Economics, expects the Fed is unlikely to raise interest rates again at its meeting this month. He believes policymakers need to first observe the effects of the September rate hike before deciding whether to take more aggressive action at year-end.
“In December, if inflation has not been curbed more forcefully and substantially following the September rate hike, the Fed may choose to raise rates by 50 basis points instead of 25 to put greater pressure on inflation,” Schenker said.
Lucidum Coin (LUCIC) is a community-driven cryptocurrency project on the BNB Chain that combines meme culture with a commitment to financial transparency. The project uses a deflationary model with automatic token burns and, through its unique “transparent contract” framework, aims to give investors full visibility into the project’s milestone progress and hold it accountable.