U.S. companies have really been able to make money lately—second-quarter profits surged to nearly $4.8 trillion, setting a record high, with money-making speed that’s frankly hard to believe. Even more outrageous is that the profit margin also climbed to the highest level since the 1940s. So here’s a question today: can $SNDK ride the momentum and have a go at it?
But what’s even more intriguing is this scene unfolding right now:
The boss thinks this year’s profits are great; shareholders keep asking, “Where are the dividends?” Investors mutter, “With the stock price this high, can it still go up?” And workers just want to say—“Why don’t we pay wages first?” 😅
Of course, you can’t simply interpret this as, “The U.S. economy is unbeatable.” Behind this profit surge are productivity gains driven by AI investment, as well as demand lift. There are also companies voluntarily raising prices, cutting costs, and even some tariff refund-related factors helping out.
Especially with AI—this trend is no longer just one company, Nvidia, getting all the meat. Chips, cloud computing, data centers, power, cybersecurity… the entire industry chain has started eating from the AI pie.
The question is:
If AI can keep pushing profits to new highs, then today’s lofty valuations in the U.S. stock market have earnings to back them up. But if it turns into “the stock price keeps flying while profits suddenly reverse downward,” then that’s an incredibly beautiful bubble. At that point, Mr. Market will only ask one thing: “Bro, are you charging too much for your story?”
So what does all this have to do with big bread (Bitcoin)?
The logic is straightforward: the stronger U.S. corporate profits are, the more confidence risk assets have, and capital naturally becomes more willing to participate in high-risk investments like crypto.
But conversely, if corporate profits are strong and inflation still can’t be brought under control, the Fed will actually find it harder to cut rates.
So you see—
If the economy is too bad, it won’t work;
If the economy is too good, it might also not work.
Being an investor—really is tough. 😅#英伟达开盘140分钟成交335亿美元 #闪迪涨7%因营收增长展望
But what’s even more intriguing is this scene unfolding right now:
The boss thinks this year’s profits are great; shareholders keep asking, “Where are the dividends?” Investors mutter, “With the stock price this high, can it still go up?” And workers just want to say—“Why don’t we pay wages first?” 😅
Of course, you can’t simply interpret this as, “The U.S. economy is unbeatable.” Behind this profit surge are productivity gains driven by AI investment, as well as demand lift. There are also companies voluntarily raising prices, cutting costs, and even some tariff refund-related factors helping out.
Especially with AI—this trend is no longer just one company, Nvidia, getting all the meat. Chips, cloud computing, data centers, power, cybersecurity… the entire industry chain has started eating from the AI pie.
The question is:
If AI can keep pushing profits to new highs, then today’s lofty valuations in the U.S. stock market have earnings to back them up. But if it turns into “the stock price keeps flying while profits suddenly reverse downward,” then that’s an incredibly beautiful bubble. At that point, Mr. Market will only ask one thing: “Bro, are you charging too much for your story?”
So what does all this have to do with big bread (Bitcoin)?
The logic is straightforward: the stronger U.S. corporate profits are, the more confidence risk assets have, and capital naturally becomes more willing to participate in high-risk investments like crypto.
But conversely, if corporate profits are strong and inflation still can’t be brought under control, the Fed will actually find it harder to cut rates.
So you see—
If the economy is too bad, it won’t work;
If the economy is too good, it might also not work.
Being an investor—really is tough. 😅#英伟达开盘140分钟成交335亿美元 #闪迪涨7%因营收增长展望