#EarningsSeason How long will the supercycle run? 📊 How much longer can the memory supercycle run? Everyone is asking "bullish or bearish on $MU?" But the better question is: how long does the cycle last? Memory has always been cyclical: 1️⃣ Shortage → prices surge 2️⃣ Companies expand capacity 3️⃣ Supply catches up → prices cool So what's different this time? AI demand and HBM are absorbing capacity, which could stretch the up-cycle longer than past ones. My take 👇 • Near term: supported by demand • Mid term: watch new capacity announcements • The real signal: capex plans + guidance on Oct 1 If capex jumps fast, history says the peak may be closer than people think. 👀 I don't trade stocks, so this is data-driven observation only, not financial advice. Your call: how many more quarters? 🗳️ • 2–3 quarters • 1 year • 2+ years $MU $OG $CRV
#BitwiseLaunchesFirstSpotNEARETF #JapanFSABacksFourthStablecoinTradeSettlementPilot How long will the memory supercycle run? 🗳️