K2Carry

S&P +2.96% in August, its best performance since May, but September’s operating system needs to be completely replaced—from “AI profit-driven” to “Fed rate-driven”; with a 60% probability of a rate hike, every data release day is a mini FOMC.

August’s 3% rise was just the prologue: September’s nonfarm payrolls, CPI, and FOMC are the real triple trial.

AXTI’s Q2 earnings were strong: revenue grew approximately 165% year over year, InP revenue grew approximately 284%, and the company returned to profitability.
But the question is: Has the market already priced in the growth of the next few years?
I compared AXTI, LITE, COHR, and the InP supply chain, with the full analysis in the article.

Nearly all major exchanges have almost entirely shifted to Meigu (the U.S. dollar market), and liquidity—already not abundant—has been made even worse.

Nearly all major exchanges have almost completely shifted to the “US corridor,” making liquidity—even though it was already not abundant—worse.

💎Next week's major macroeconomic events:
Monday 22:45, US February S&P Global Manufacturing PMI Final;
Monday 23:00, US February ISM Manufacturing PMI;
Wednesday 21:15, US February ADP Employment Change;
Thursday 03:00, Federal Reserve releases the Beige Book;
Thursday 20:30, US February Challenger Job Cuts;
Thursday 21:30, US Initial Jobless Claims for the week ending February 28, US January Import Price Index MoM;
Friday 21:30, US February Unemployment Rate, US February Non-Farm Payrolls (seasonally adjusted), US January Retail Sales MoM.

💎 $BTC Script murder has started