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🔥Two major giants’ earnings reports are coming soon!

According to China Securities Journal, after the U.S. Federal Reserve holds its July policy meeting, the U.S. July non-farm payrolls report will be released on August 7, which may have an important impact on the Fed’s subsequent monetary policy path. LSEG data shows that the market’s expectation for a September rate hike has now fallen to 68%.

Meanwhile, the U.S. stock market will still face the test of the earnings season. SpaceX, a commercial spaceflight giant, along with AI chip star AMD, and memory giants SanDisk and Western Digital will all disclose their earnings reports in the coming week.

In the early hours of August 5 Beijing time, SpaceX’s first quarterly report after going public will be released—one of the biggest highlights for the U.S. stock market this entire week. Market expectations for Starlink revenue and the commercialization of Starship continue to climb. At the same time, on August 6, up to 911.5 million shares will be unlocked, which is even more than the number of shares currently in circulation. This will create the largest single-share unlock surge in U.S. stock history—constituting a liquidity stress test for SpaceX and Nasdaq.

The performance of the memory giants remains a key focus. In the early hours of August 6 Beijing time, SanDisk will release its earnings report. Analysts expect that in fiscal 2026’s fourth quarter, SanDisk will achieve revenue of $8.393 billion, up 341.49% year over year; and expected earnings per share will be $33.01, turning from loss to profit year over year. This is mainly driven by tight supply of NAND flash and improvements in the product mix of ultra-large-scale client enterprise-grade solid-state drives (SSDs). The market consensus expects SanDisk’s revenue for fiscal 2026 to be about $19.6 billion, and for fiscal 2027 to further jump to $43.5 billion.

In addition, according to China Securities Journal, the U.S. July non-farm payrolls report will be released at 7:00 a.m. Beijing time on Friday, August 7. The non-farm employment data and unemployment rate will have an important impact on the Fed’s subsequent monetary policy path.

This is the first full set of employment data after the Fed’s July policy meeting kept rates unchanged. Its strength or weakness will determine how the market prices the interest-rate path for September. If July non-farm payrolls continue to weaken, it could lead to a more significant re-pricing toward a more “dovish” stance.

LSEG data shows that before the Fed’s rate decision, the money market had already fully priced in expectations for a September rate hike; but now it is only pricing in a 68% probability. An economist survey indicates that the market currently expects U.S. employment growth in July to be around 80,000, and the unemployment rate is expected to be 4.3%.
$SPCX $SNDK #闪迪

Is it going to get better again?
$BTC

Manipulated at will

After a Long Position Liquidation, Violent Rebound!
South Korea’s KOSPI index surged 17.91% to close higher, recording the biggest single-day gain in history. SK hynix capped its rally at the daily limit, up 30%, the first time in history. Samsung Electronics jumped 26.81%, with its market value returning to $1.2 trillion.
$SKHYNIX

In one day it rose by more than 400 points—how many people fell at the very last moment before dawn...
$SNDK

Bitcoin has fallen from its October 2025 peak to where it is now—about 9 months—with a drop of over 50%. Since its August 2025 peak, Ethereum has been down for nearly 11 months, with a decline of about 61.5%.

Samsung Electronics fell from its June 19, 2026 peak to now—about a month and a half—with a drop of 42.9%. SK hynix, from its June 25 peak, is also down for about a month and a half, with a drop of 54.68%.

Stocks in China (A-shares), the U.S., and South Korea have been falling without letup—so everyone is treated equally.
$BTC

Somewhere—instant detonation?
This short seller doesn't...

The Federal Reserve meeting is set to arrive tonight—will it raise rates or not? At 2:00 a.m. tonight, the Fed’s July policy meeting will reveal the answer. The market is highly tense right now; will it raise rates this time?

Most likely, it will hold steady, but the risk of an unexpected rate hike cannot be ignored.

First, let’s look at the logic supporting a hold. The year-on-year increase in the U.S. June CPI has eased to 3.5%, and the month-on-month figure has also fallen by 0.4%, marking the largest single-month decline since April 2020. Core CPI has also come down to 2.6%. Inflation has cooled in the near term, giving the Federal Reserve room to breathe. Moreover, while the job market remains stable, June’s nonfarm payrolls added only 57,000 jobs, and corporate hiring appears increasingly cautious. These data all support the Fed waiting a bit longer.

However, the risk of a rate hike is definitely there—and the probability is not low. The CME FedWatch tool shows that the market is currently pricing in a 25-basis-point rate hike in July at a probability close to 30%. Two weeks ago, that figure was only around 10%; in just a short span of days, it has tripled, indicating a clear shift in market sentiment.
#美联储会议 $BTC

Is the worst news over and done—then is good news coming?
The Federal Reserve decision on interest rates, as institutions sell early to cash in and address uncertainty factors.
It seems like it has support—does that mean we’re about to start another round of upward momentum?

20260728 Ether Y long order given after the stream ended:
Entry around 1873, stop loss 1853. Focus on whether it breaks above 1895; if everything goes ideally,
targets at 1918; and around 1946!