SingleCycleDamnxun

Tonight, the last macro data of this month is released.
If the core PCE month-over-month rate is less than or equal to the expected value of 0.3%, that's a good number.
If it's 0.4%, the market can actually accept it, especially since oil prices have dropped sharply after the signing of the US-Iran memorandum.
If the core PCE month-over-month rate does not exceed 0.2%, or is 0.3% accompanied by a downward revision of the previous value and weakening actual consumption, then risk assets should see a significant rebound.
Even if it exceeds expectations, the market will view it as indicating the

The Common Hidden Card of Warren Buffett: Top 10 Bottlenecks in Semiconductors
1. Interconnect (Copper Cable Electrical Interconnect)
The immediate shortcoming restricting cluster efficiency. High-speed copper cables like NVLink are feasible over short distances (within cabinets), but as transmission speeds approach 112Gbps PAM4, skin effect and crosstalk cause rapid signal attenuation, compressing effective transmission distance to under 1 meter. This means the physical topology of GPU clusters is "locked," and scaling faces serious impedance.
2. Photonics (Optical Interconnect)
A physical al

Mid-December 2025
Bank of America: The AI market has entered a mid-pace slowdown zone, the market is overly optimistic, triggering a sell signal
SMH up 15%, MU surged 80%
March 2026
Bank of America: Korea's KOSPI is a "textbook bubble"
Korean index soared 70%
End of March 2026
Bank of America: U.S. stocks "haven't fallen through"
U.S. stocks started bottoming out and rebounding on March 30
Early June 2026
Bank of America: 70% bear market signals triggered, suggesting profit-taking
MU has risen 25% since early June, SMH up 13%
June 22, 2026
Bank of America: Changed sta

$BTC If this specific liquidity below 60K is taken away, then the next major pool formed between July and September is unlikely to ever be filled, which will mark the macro bottom #我的Gate交易时刻

#SPCX This hype is really scary. Given the current pace, it's very likely to be pumped to $3 trillion before the index enters the exponential phase. The index will be passively allocated 5.7% of the circulating shares, which immediately pulls out $171 billion in liquidity. Then there's the end-of-month unlock, at least 20%, which will definitely create massive selling pressure. If we assume 20%, that's $600 billion in selling pressure. The U.S. stock market in July is very likely to experience a sharp decline~
The core contradiction of SPCX is not the total market cap of $2.5 trillion, but

Strategy Group $ETH $BTC BNB hype all long positions are taking big profits, previously $80 a month, temporarily open for free.
This week, except for one position $PAXG near the cost price to stop loss and exit, all others took profits and gained.
On Tuesday, CPI was released. Although CPI landing can be interpreted as bad news turning into good news, it cannot be fully regarded as positive. After all, inflation is genuinely rising, and CPI reached the highest in three years.
The key change was on Thursday. When Trump said he would launch a large-scale bombing of Iran, I felt the market would

The End?

$BTC Liquidation Heatmap (24 Hours)
High leverage liquidity.
🧲64.40k
🧲62.20k
#美PPI创两年半新高

Gold and crude oil have also become "crypto-ized" 😀#TradFiCFD黄金大师赛