US Stocks: the calm before the storm! Three “nuclear-bomb-level” events all blow up next week 💥



S&P slips 0.61% and the Nasdaq down 2.13%? That’s just a warm-up. Next week is when the real “bloody spectacle” hits—

On Wednesday, the Fed holds its rate decision meeting. Rates are definitely staying put, but a single word in the statement can send the overall market surging and plunging. Whether September gets a rate hike depends entirely on how Powell “signals” it. Then on Thursday, GDP and inflation data come in back-to-back—directly setting the tone for September. The Bank of England and the Bank of Japan also join the fun. Central banks worldwide are all “saving their big moves” at once.

Tech giants’ earnings detonate! Microsoft and Meta after the close on Wednesday, while Apple and Amazon after the close on Thursday. This year’s iron rule: if you burn money on AI, you get smashed—while chip sellers get sent soaring. Google is the case in point. Performance looked solid, but because it burned too much money, free cash flow turned negative, and in a week it fell by 8%—gone. Are the giants ready to answer that fatal question: the money was spent—so where did it go?

The three storage heavyweights—SK hynix, Samsung, and Kioxia—deliver their reports all at the same time. Whether AI is genuinely on fire or just swollen, you can tell most clearly from their inventory.

Don’t forget the calendar curse: in election years, August and September are traditionally the S&P “nightmare season,” with average declines of 0.4% and 0.8%.

Don’t get carried away this week—watch first, then act. The bigger the wave, the pricier the fish. Do your homework before the storm! 🌪️
#夏日创作营 $BTC $SNDK
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FloorWhale
· 07-26 08:08
Waiting for the Fed to put on a show—every time Mr. Powell opens his mouth, it’s like opening blind boxes. This week, I’ll watch the show first, then decide 💰
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