$SNDK Today, will we see a new round of a rally?
Reality is full of irony: management sits on substantial profits,
shareholders are urging dividends to be paid out,
while investors are torn over whether it’s still worth battling at these high levels—$BTC
the simple wish of working people is only that salaries are paid on time 😅.
But that doesn’t mean the US economy has no weaknesses.
A profit surge comes not only from AI-driven productivity innovations and a demand boom,
but also from multiple factors such as companies raising prices, cutting costs, and tariff refunds.
AI spillover benefits the entire industrial chain; it’s no longer limited to just Nvidia—$AON.US
chips, cloud computing, data centers, power, and network security all get a slice of the profit pie.
Something worth thinking about: if AI keeps refreshing the ceiling of earnings,
US stocks’ high valuations have solid performance as backing.
But once the stock price runs wild and the realization of AI profits fails,
earnings turn downward—the dazzling bubble will come into view.
Then the market will question whether this narrative is priced with too much premium.
So how would that affect Bitcoin? $BNB
When corporate earnings look strong, confidence in risk assets is stronger,
and capital then has opportunities to position for high-risk products such as crypto.
However, if earnings run too hot and push inflation higher, the Fed’s window for rate cuts will be delayed again.
When the economy is sluggish, it’s hard to operate; when it overheats, it’s also difficult to manage—investors’ situation is especially agonizing. #sndks #卡塔尔延长LNG不可抗力一个月
#美国企业利润创历史新高
#Marvin
Which dark horse in the MeMe track is it?