Furan86999

SanDisk rises nearly 9% again; the market is trading on more than just higher storage prices
SanDisk closed the latest trading session up 8.94%, after briefly gaining more than 11% intraday, while Micron also rose 4.12%. The continued buying of storage stocks is not driven by short-term speculation, but by the market reassessing the long-term storage demand brought by AI.
SanDisk’s FY2028 to FY2030 targets are highly aggressive: maintaining mid-to-high teen revenue growth, achieving a non-GAAP gross margin of around 80%, an operating margin of around 75%, and an adjusted free cash flow margin

SanDisk gains nearly 9% again; the market is trading more than just higher storage prices
SanDisk closed its latest trading session up 8.94%, after rising more than 11% at one point intraday, while Micron also rose 4.12%. The continued flow of funds into storage stocks is not driven by short-term speculation, but by the market reassessing the long-term storage demand brought by AI.
SanDisk’s FY2028 to FY2030 targets are highly aggressive: maintaining mid-to-high double-digit revenue growth, achieving a non-GAAP gross margin of around 80%, an operating margin of around 75%, and an adjusted free

Contract: 0x6580939fb8a69d8f935d3a8ad6609e3599817777
TG:
Q: 1035151555
Q: 1064460662
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What BTC lacks now is not positive news, but incremental buying
BTC has recently appeared stable around $63k, but the market is actually very “cold”: trading volume has clearly contracted, and volatility has also fallen to multi-month lows. On the surface, it is not falling, but beneath that, it looks more like neither bulls nor bears are willing to take the initiative.
ETF data is even more direct. BTC spot ETFs saw consecutive inflows in early August, but have weakened again recently: from August 12 to 14, they recorded net outflows of $61.1 million, $131.1 million, and $56.2 million, respec

What BTC is lacking now is not positive news, but incremental buying
BTC has recently appeared stable around $63k, but the market is actually “cold”: trading volume has clearly contracted, and volatility has also fallen to multi-month lows. On the surface, it is not declining, but beneath that, it looks more like neither bulls nor bears are willing to take the initiative.
ETF data is more direct. In early August, spot BTC ETFs saw consecutive net inflows, but they have weakened again recently: from August 12 to 14, they recorded net outflows of $61.1 million, $131.1 million, and $56.2 million,

How can merchants be persuaded to accept Crypto?
But what @RiverdotInc has recently done in Brazil makes me feel that this question may have been wrong from the start.
On August 14, River announced that satUSD can now be used directly to scan PIX QR codes.
Users pay in satUSD, while merchants ultimately receive BRL.
Settlement is completed through @yodlpay.
Most importantly, merchants do not need to change their existing payment methods at all.
That is what I find most interesting.
Crypto payments that can truly achieve mass adoption may not involve signs everywhere saying “USDT

“S&P 500 Earnings Blowout, but 8,000 Points Won’t Come for Free”
The S&P 500 closed at 7,785.76 points last week, rising for a third consecutive week and now less than 3% away from 8,000. What is truly supporting this rally is not just expectations for rate cuts, but the fact that corporate earnings have genuinely been very strong.
FactSet data shows that S&P 500 earnings growth in the second quarter has exceeded 50%, the highest level since 2021, with about 86% of companies beating earnings expectations. However, this also needs to be viewed clearly: investment gains at companies such as Alph

“S&P 500 Earnings Blow Out, but 8,000 Isn’t a Free Handout”
The S&P 500 closed at 7,785.76 points last week, rising for a third consecutive week and coming within less than 3% of 8,000. What is truly supporting this rally is not just expectations for interest-rate cuts, but the fact that corporate earnings have been genuinely strong.
FactSet data shows that S&P 500 earnings growth in the second quarter has exceeded 50%, reaching its highest level since 2021, with about 86% of companies beating earnings expectations. However, this needs to be viewed clearly: investment gains at companies such a

The AI valuation race has moved from “telling stories” to “competing on revenue”
The competition between OpenAI and Anthropic is expanding from model capabilities all the way to the capital markets.
The latest news indicates that OpenAI’s annualized revenue could surpass $40 billion, nearly doubling from the end of 2025, with the main increases coming from AI coding tools, subscriptions, and commercial businesses. However, it is important to note that this is an annualized figure projected based on the current revenue run rate, and does not mean that the full-year revenue has already been real

What truly stimulated the market on SanDisk’s Investor Day was not just AI storage demand, but management directly providing a long-term model for FY2028—FY2030: annual revenue growth remaining in the mid-to-high double digits, non-GAAP gross margin of around 80%, operating margin of around 75%, and an adjusted free cash flow margin of around 50%. After completing business investments, 100% of excess cash is planned to be returned to shareholders. After the announcement, SNDK shares rose more than 15% in a single day. SanDisk official announcement⁠ Reuters report⁠
These figures are indeed asto

CPI Cools, but the Market Has Yet to Get a “Rate-Cut Script”
U.S. July inflation data came in steady: CPI rose 0.1% month-on-month, while year-on-year growth fell from 3.5% to 3.4%; core CPI rose 0.2% month-on-month, while year-on-year growth declined from 2.6% to 2.5%, all in line with market expectations.
But one point in the image needs correcting: the market is not currently discussing a “September rate cut,” but whether the Fed will continue raising rates. After the CPI release, expectations for a September rate hike cooled notably, with market pricing at around 40%; keeping the interest

CPI Cools, but the Market Still Hasn't Gotten the “Rate-Cut Script”
U.S. July inflation data came in steady: CPI rose 0.1% month-on-month, while year-on-year growth fell from 3.5% to 3.4%; core CPI rose 0.2% month-on-month, while year-on-year growth declined from 2.6% to 2.5%, all in line with market expectations.
But one point in the image needs correcting: the market is not currently discussing a “September rate cut,” but whether the Federal Reserve will continue raising rates. After the CPI release, expectations for a September hike cooled notably, with market pricing at around 40%; keeping

Tonight’s CPI report could directly determine whether expectations for a September rate hike can hold.
The latest nonfarm payrolls report had already cooled noticeably. Employment unexpectedly declined in July, while the May and June figures were also revised sharply lower. Market expectations for a September rate hike had already begun to weaken. What now needs to be confirmed is whether inflation has started to pick up again.
At present, the market is broadly focused on two scenarios:
If both headline CPI and core CPI continue to cool, the combination of “weaker employment + falling inflatio