bondan

[bondan @bondananto]

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[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: Warsh Signals Hawkish Stance at Jackson Hole, US-Iran Strikes Escalate Geopolitical Risk, CXMT Posts Stellar H1

💥 Core Catalyst:
In Macro & Rates, Fed Chair Kevin Warsh delivered a hawkish maiden address at Jackson Hole, forcefully reaffirming the rigid 2% inflation target and emphasizing data dependence while asserting financial conditions remain insufficiently restrictive. Short-end yields jumped, driving September rate hike odds to ~50% and boosting Q4 hike probabilities. Geopolitically, hostilities reignited as US forces launched precision strikes on Iranian missile sites and Iran retaliated against US bases in Jordan; Tehran admitted sanctions have slashed foreign trade by 35% with July inflation hitting 66%, pushing Brent crude back toward $90/bbl.
In Tech & Hardware, CXMT reported blowout H1 numbers with revenue reaching 150.3B RMB (+874% YoY), net profit of 77.6B RMB, and Q2 gross margin surging to 87.6%, while suing the US DoD for removal from the Chinese Military Companies list. In AI, Ecosystem friction escalated as OpenAI moved to cut API access for SpaceX's Cursor, prompting Anthropic to step in with expanded compute backing. Crypto pulled back under rate pressure, with BTC dipping to $77.6K, ETH at $2,415, and daily BTC ETF net outflows reaching $202M.

🔍 Key Logic Shifts:
1️⃣ Warsh's Credibility Push Reprices Rate Hikes & Caps Valuations: Warsh's explicit shift away from forward guidance toward real-time inflation discipline lifts short-end rates. Persistent energy inflation driven by Mideast strikes keeps long-end yields elevated, dampening valuation upside across risk assets.
2️⃣ AI Narrative Pivots from Hardware Scarcity to App-Layer Distribution & ROI: The OpenAI-Anthropic tug-of-war over Cursor illustrates the battle for developer entry points. Markets await Anthropic's prospectus for hard data on foundation model revenue execution.
3️⃣ Memory Cycle Outperformance Generates Tech Alpha: CXMT's stellar margins reaffirm structural memory tailwinds, positioning the DRAM supply chain (SK Hynix, Micron, SanDisk) as a resilient fundamental anchor amid macro turbulence.

📊 SoDEX Key Assets Watchlist:
Core: $USTECH-100 · $CL · ethereum:0x68749665ff8d2d112fa859aa293f07a622782f38 · bitcoin:native
Memory Chain Catalysts: $CXMT · $DRAM · $SKHX · $MU · $SNDK

[bondan @bondananto]

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[bondan @bondananto]

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[bondan @bondananto]

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[bondan @bondananto]

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[bondan @bondananto]

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[bondan @bondananto]

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[bondan @bondananto]

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[bondan @bondananto]

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[GTE @GTE_XYZ]

We're back.

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[bondan @bondananto]

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[bondan @bondananto]

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[bondan @bondananto]

@SoSoValueCrypto

[SoSoValue @SoSoValueCrypto]

SoSoValue Flash: NVDA Guides FY26 Growth to ~70% Raising AI Outlook, Hot July PCE Triggers Hawkish Rate Repricing, Hormuz Tensions Ease Interims

💥 Core Catalyst:
In tech & AI, NVIDIA reported record Q2 revenue of $96.22B (+106% YoY) and guided Q3 revenue to $108B, topping buy-side expectations. Full-year FY26 revenue growth is now projected at ~70% (vs. buy-side consensus of 60%), validating the structural durability of AI spending despite memory-cost margin pressures (gross margin at 75%).
In macro, US Q2 GDP was revised up to 1.5%, while July PCE printed slightly higher at 3.7% YoY (core PCE at 3.3% in line). Combined with durable goods orders (+1.1%), the data sparked hawkish Fed repricing, driving up 2Y Treasury yields. Geopolitically, Iran and Oman reached an interim agreement regarding Strait of Hormuz jurisdiction, easing immediate supply panic as Brent crude settled down 0.65% to $86.7/bbl. Crypto held steady with BTC consolidating near $78K, ETH rising to $2,496, and solid ETF net inflows persisting.

🔍 Key Logic Shifts:
1️⃣ NVDA Resets AI Demand Paradigm: The raised ~70% FY26 growth benchmark dispels lingering capex slowdown fears. Market scrutiny officially moves from structural hardware bottlenecks toward per-gigawatt ROI validation.
2️⃣ Sticky Inflation Keeps Rate Pressures Intact: July PCE accelerating to 3.7% under elevated oil costs underscores persistent price pressures. Hawkish repricing pushes short-end yields up, preserving tight financial conditions across risk assets.
3️⃣ Geopolitical Premium Recedes Incrementally: The interim Iran-Oman Hormuz deal caps tail-risk oil spikes for now, shifting macro focus directly back to Fed policy signals and Kevin Warsh's upcoming Jackson Hole remarks.

📊 SoDEX Key Assets Watchlist:
Core: $USTECH-100 · $CL · $XAUT · $BTC
AI Compute & Supply Chain Synergy: $NVDA · $MU · $SNDK · $MRVL · $ORCL · $AMD

[bondan @bondananto]

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[bondan @bondananto]

Exploring Litecoin cloud mining with LTCMiner.
Mining infrastructure helped shape modern digital payments and continues to evolve.
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[bondan @bondananto]

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[bondan @bondananto]

@AlphaLabx Done

[Alpha Lab @AlphaLabx]

I'm giving away 0.1 $BTC to a random person!

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The winner will be announced within 24 hours!…..