Love and Peace Forever

Short sell $ADBE $ADBEon
In Q2 of Adobe’s 2026 fiscal year, the company hit a record high for quarterly revenue, reaching $6.618 billion. Earnings per share came in at $5.96, beating analysts’ expectations—an impressive performance that fully proves Adobe’s strong market position and profitability in the creative software space!
However, news of executive departures caused the stock to drop by about 5.68% after hours. This reaction reflects the market’s deep concerns about uncertainty surrounding management. Adobe announced it would delay its Creative Cloud pricing line optimization plan, instead “betting big” on a “free-to-upgrade” strategy. While this major strategic shift is intended to cater to new user behavior patterns in the AI era, it has also raised questions in the market about the sustainability of its revenue model.
By acquiring Semrush entirely in cash, #ADBE further strengthens its long-term revenue base in the digital marketing cloud business. This move demonstrates the company’s strategic ambition to jump to a core node in the AI content supply chain. Yet the biggest challenge currently facing the SaaS industry is that Agentic AI may erode the traditional per-seat software monetization model—#Adobe , as an industry leader, will be the first to face it.
Although Adobe’s long-term strategic transformation is viewed as a critical step, the sharp stock selloff reflects investors’ concerns about near-term execution risk and uncertainty in the business model transition. In an environment where AI technology is changing rapidly, Adobe needs to prove that its “free-to-upgrade” strategy can be effectively converted into sustainable revenue growth, while also responding to increasingly intense market competition.
Investors should carefully assess the risks of Adobe’s strategic transformation, focusing on management stability and the execution effectiveness of the new business model rather than blindly chasing the stock higher!

The US stock market has never been just a simple trading screen—it’s the ultimate leverage for ordinary people to achieve a class leap! Betting on the direction of humanity’s evolution over the next few decades, and focusing on one or two core sectors is enough to rewrite your fate!
The first major storyline is inevitably the AI sector. The king of compute infrastructure, Nvidia ($NVDA), is the heart of this new industrial revolution—irreplaceable; while Palantir ($PLTR) is a super dark horse in the AI software application layer, rapidly devouring the government and enterprise data market. They are the core holdings—just hold them without hesitation.
The second major sector is humanoid robots and energy storage/chargeable power. Tesla ($TSLA )’s Optimus is absolutely not just a concept. Once it goes into mass production, it will be an unlimited-scope silicon-based labor revolution. It also spans two narratives—Megapack energy storage and robotics—giving it an unbeatable strategic position. It’s the ultimate across-cycle target.
As for the space ecosystem: since SpaceX has gone public, keep a close eye on Rocket Lab ($RKLB ). It’s currently the only listed player that can scale and become profitably viable in the commercial launch market. With reusable rocket propulsion, it’s the super dark horse of space infrastructure.
As for quantum computing and biotech: IonQ ($IONQ) is pushing toward the commercial tipping point, and Eli Lilly ($LLY )’s GLP-1 is once again redefining human longevity.
Brothers, you don’t need to get every sector right. Concentrate your heavy bets on the 1–2 sectors you understand most deeply, and hold them tight for five years! Let time and compounding become your personal money-printing machine. This cross-era wave of wealth opportunities—must be seized hard!

Short SMCI, long DELL and HPE (Trump’s call)

After Super Micro Computer ($SMCI ) announced a $7.0 billion financing plan, it was hit by a sharp selloff—its stock price plunged by about 26% within two days. This reaction fully exposes the market’s deep concerns about its capital structure and business model!
The financing plan includes $1.25 billion in common stock issuance, $3.75 billion in depository receipt issuance, and a $2.0 billion at-the-market issuance program. The equity dilution rate is as high as 22.47%, which is extremely rare among technology stocks and severely harms existing shareholders’ interests. Even though the company has $39.0 billion worth of AI server orders, the market strongly questions the high cost of capital and the potential risks involved.
A comparison with its competitors—Dell ($DELL ) and Hewlett Packard Enterprise ($HPE )—highlights SMCI’s disadvantages even more. In supply chain management and financial management, #SMCIUSDT clearly lags behind industry leaders. The 2026 financial figures show a significant drop in profit margins, and free cash flow turned into a massive loss—data that seriously undermines market confidence in the sustainability of its business model.
Compliance issues and a potential customer-loss crisis further intensify negative sentiment. Legal disputes and regulatory risks have dealt a heavy blow to market confidence. The future financing plan will exert long-term pressure on the stock price, and the shadow of equity dilution will continue to loom over the company’s valuation.
In an increasingly competitive market for AI servers, SMCI faces severe challenges. Investors should be highly alert to its capital structure risks and flaws in its business model, and carefully evaluate its investment value. The current market panic-driven selloff reflects reasonable concerns about the fundamentals. Investors should stay rational and avoid blindly chasing bargains!

MLCC (Multilayer Ceramic Capacitors), as the "rice-level" passive components for the electronics industry, has become an indispensable core component for AI servers thanks to its small size, high capacitance, excellent high-frequency performance, and more! From May to June 2026, Vishay Intertechnology’s share price surged sharply, with a near-300% year-to-date increase—this astonishing performance fully demonstrates the company’s leading position in the passive components field!
Vishay $vshon reported results exceeding expectations, mainly driven by a dual surge: explosive demand for power-management components from AI computing infrastructure and the acceleration of automotive electrification. As a core component in AI servers that enables critical functions such as energy storage, filtering, coupling, and resonance, #MLCC is now facing an unprecedented wave of demand. The #Vishay 3.0 strategy implemented by the company—by optimizing production capacity and integrating upstream resources—is accelerating its transition to a high-value industrial chain and laying a solid foundation for long-term growth. #VSH
The passive components industry is facing supply constraints and pricing-up expectations. This supply-demand mismatch creates a tremendous opportunity for industry leaders. Although several major global passive component players are adopting different strategies to respond to competition, Vishay has secured a favorable position in the high-end component market thanks to its deep technical expertise and clear strategic layout.
Even though there are risks of long-cycle supply chain mismatches between supply and demand, strong market demand for high-end components will continue to boost industry sentiment. Driven by both the AI infrastructure investment cycle and the wave of automotive electrification, Vishay is entering a golden era of value revaluation!
Now is the best time to position for this passive-components giant. Vishay’s value revaluation has only just begun! Must go long!!!

Short the market—let’s have fun!

Brothers, the global market has suffered an epic bloodbath! South Korea’s KOSPI was hit by a “Black Friday” and plunged—over 8% in a single day—triggering a circuit breaker! The trading board is basically a massacre! The two semiconductor giants, Samsung Electronics $SAMSUNG and SK Hynix $SKHYNIX , both crashed by more than 9%. Even SoftBank slumped 13%—the tech sector has completely collapsed!

See through this four-nuke culprit behind the stock disaster:
First, Apple leads the way with price hikes, directly smashing consumer electronics demand expectations into an icy pit—valuation across the entire semiconductor industry chain is dealt a severing blow!
Second, $OPENAI surprisingly postponed its IPO; the growth-myth of the AI track instantly collapses. Market faith implodes—capital flees for the exit!
Third, at the end of June, institutions concentrated their repositioning to hedge. For the sake of monthly settlement, they sell off without regard for costs—疯狂踩踏 (a frantic stampede)!
Fourth, South Korea’s semiconductors are the lifeline of the world. When a major player falls, the entire sector collectively jumps and dives in tandem—panic spreads and sparks one after another!

This is absolutely not just a South Korea issue. This is the first domino in a global chain collapse! The chip and computing-hardware sectors have been ground into the floor; risk-off sentiment sweeps the globe like a tsunami—cryptocurrencies and overseas small-cap growth stocks are dragged down and buried as well!

Brothers, keep your money pouch tightly shut—cash is king! Next, fix your eyes on three things: the latest life-or-death line for OpenAI’s listing, the grim shipping situation in consumer electronics, and the deadly end-of-month rush of funds!

Brothers, don’t be scared out of your wits! Recently, someone started panic-buying calls saying that silver will crash to 10 yuan per gram? That’s absolutely ridiculous! The probability of such an extreme “black swan” event is even less than 5%! Now, domestic silver prices are at 13.5 to 14 yuan. To fall to 10 yuan would mean another 25% plunge. Are the big players here to do charity?
If you see through the essence, 10 yuan is simply a cost “life line” that silver cannot realistically break through. Mining companies’ cash costs are already as high as 8–9 yuan, and the expansion cycle takes 5–10 years. Recycled silver has very limited elasticity and can’t fill the gap at all! The market has already been in supply shortage for 6 straight years, and in 2026 it’s forecast to be short by more than 1,000 tons! These cash-guzzling beasts—solar power, AI, and energy storage—consume an additional 8–10% every year of #白银 ! If silver really dared to drop to 10 yuan, then the industrial forces would simply scoop it up and buy like crazy; the shorts wouldn’t be left with even the bones!
Now look at the macro picture. How long can the Fed’s high-interest rates hold up? With $39 trillion in US Treasury bonds pressing down, the expectation of rate cuts in 2027 is already right on the table! As real interest rates fall, global central banks are going into a frenzy to de-dollarize and snap up silver—weakness in the dollar is the hardest base for silver! The market structure is also tightly locked up: COMEX inventory hit a 5-year low, and ETF holdings are as steady as ever—tech support at 15 yuan per gram is rock solid!
Unless some kind of catastrophic, doomsday-level disaster happens… Unless a global Great Depression stacks on top of the Fed’s “brain-off” decision to keep hiking rates, or a breakthrough in photovoltaic silver paste technology suddenly makes silver unnecessary, or geopolitics becomes completely stable, and ETFs suffer an unprecedented wave of massive redemptions. But is that even likely? Go dream on!
Strategy: Don’t be timid—buy more silver with blind confidence on dips! You can forget about 10 yuan like it’s a pipe dream. Hold tight to your positions. This super bull “major upswing,” driven by both industrial rigid demand and the dual shock from silver’s monetary attributes, must be eaten up completely! $XAG #XAGUSTD

Brothers, don’t be fooled by this script about "ecosystem integration" and "institutional cooperation"! Bluewater swallowed #Suilend , and Zabi simultaneously controls the largest DEX and the largest lending platform on the Sui chain. What kind of good news is this? It’s naked internal transfer of benefits. Short SUI, that’s the right move!
First strike: Overconcentration of power—DeFi spirit is dead. #Bluefin was already the DEX tyrant on the Sui chain. Now it also grabs the revenue from the chain’s largest lending platform, Suilend. Zabi holds two jobs in one person—meaning the lifeline of all of Sui DeFi is in the hands of one person. What they call "independent operation" is just a fig leaf. Liquidity, pricing power, and user data are all centralized back into the same bucket. Centralization risk is maxed out. Why would external developers and capital still dare to enter?
Second strike: Token-dilution style transfusion—selling pressure hits for real. $SUI Group put 6 million SUI loans into Bluefin to help assemble this acquisition. The split reportedly jumped from 5% to 11%, and it’s all settled in #sui tokens. That means Bluefin can keep receiving massive amounts of SUI for the next three years and can dump it on the secondary market at any time. It’s even harsher than directly dumping—handing over a knife to Bluefin with treasury money.
Third strike: The acquisition is just financial circulation—no external value is introduced. This so-called "ecosystem integration" is essentially moving money from Sui’s left pocket to Sui’s right pocket. It burns the real money of SUI holders; it fattens the Bluefin team and insider capital. SUIG’s stock price is down 87% from its 52-week high— the market already voted with its feet.
Fourth strike: Bad news piling on bad news. The SUI mainnet v1.72 upgrade crashed three times in a row, with 15 hours of downtime and $1 billion in assets frozen—the reliability premium is already gone. In June, there will also be a token unlock at the $100 million scale to dump pressure. Privacy features are just promises, nothing more than sugar-coated bait.

From a historical comparison perspective, the current 61% drop in $BNB has already sufficiently released market risk, providing an excellent margin of safety for going long!
Looking back at history, major negative events such as the collapse of the second-largest global exchange in 2022 and the Luna collapse, saw BNB's maximum drop of only about 70%. As for the major negative news in 2024 when CZ was sentenced by the United States, the decline was only 40%. This fully demonstrates BNB's strong ability to withstand downturns and its market resilience.
In terms of risk-reward ratio, the downward room at the current price is limited—at worst it may fall to $350—while the upside potential is extremely broad. Targets like $800, $1,000, and even $2,000 are not out of reach. This asymmetric risk-reward profile provides a great odds advantage for going long.
More importantly, the unique deflationary mechanism of #bnb provides solid support for its long-term value. Token burns each quarter reduce the total supply over time. With demand remaining relatively stable, this deflationary effect will drive prices upward. As the Binance ecosystem continues to develop and its application scenarios keep expanding, #BNB 's value-capture capability will be further strengthened.
From a technical perspective, the current price is already nearing a historically important support level, and market sentiment is at an extreme level of pessimism—often a precursor to a reversal. For long-term investors, this is the golden opportunity to position themselves. Seize this historic opportunity, and future returns are promising!

Brothers, what the f***! $IP (Story Protocol) — an official tweet got taken down. It directly smashed the price into a 10% flash crash! But let me tell you: this is purely an “epic case of collateral damage” caused by the market not understanding the rules. Right now is the perfect moment for a small-long position to bet on a rebound!
See through the essence—this isn’t any kind of rug-pull bearish news at all. It’s the team holding back a big move to reshape the brand! Story Protocol rips off the old labels and renames itself to “Data Foundation (Data Infrastructure)”, going all-in on AI training-data infrastructure. What is this for? It’s to build a golden bridge between AI large models and Web3! The new network will track over 1 billion data records, aiming at the ultimate “trust layer” for all AI training data. Its freshly launched “Trace” on-chain registration system specifically blocks the lifeline of high-value data that AI labs can’t easily grab from the open network—perfectly addressing the pain points of data attribution and license-payment settlement.
This is an ultra-strong narrative that hits the core needs of giants like $OPENAI directly! Look—after the renaming, the newly launched $DATA token surged 16.7% against the bleak crypto market, straight to 0.35 USD. Smart money is already casting votes with its feet! The old token/IP’s flash crash is simply a temporary panic stampede caused by the upcoming rollout of a new token and token migration.
Strategy: Don’t get scared out of your wits by the illusion of a delisting. This 10% deep dip is the golden pit created by emotion misfiring. At the current price, quickly open a small-long position (IP) to bet on a V-shaped emotional repair rebound. Grab some of the panic-selling correction, hold your chips tight, and wait for the value reshaping driven by the strongest data infrastructure in AI + Crypto!

Brothers, it’s gone completely insane! The super money-printing machine of the RWA track, #stellar , has fully exploded! The most疯狂 bull market’s most relentless main surge is right in front of us!
The total market cap of Stellar on-chain RWA has gone ballistic, smashing past $3 billion—up 300% compared to the start of 2025! What does that even mean? It means trillion-dollar institutional capital is going crazy as it sprints into position, using real money to crown Stellar as the absolute king of institutional-grade on-chain assets! Just look at these top predators: Spiko, Franklin Templeton’s BENJI token, USDY from $ONDO , and VuMe Bond 2030! All of them are issued on Stellar! The giants of Wall Street don’t mess around—they’re using Stellar as the printing press to move traditional assets onto the chain!
Even more explosive: the Stellar Development Foundation’s ambitious goal set earlier—$3 billion RWA market cap and $110 billion in trading volume by the end of 2025—has now been achieved early and ahead of schedule, exceeding expectations! The expected delivery is a nuclear-bomb-level positive catalyst. The fundamentals have completely sealed off any downside room! Wall Street’s real cash is pouring in like a tsunami!
Stop staring at those pump-and-dump garbage clones! The hundred-million-billion-level money from Wall Street is already clearly on the table here! $XLM ’s current price is basically a severe insult to this king-level public chain!
Strategy: at the current price, charge in without hesitation—#XLM ! Fire all your bullets, and any pullback is basically God sending you money. Institutional capital is going on a rampage to build positions—this is a once-in-a-century opportunity for a wealth shake-up. Hold your chips tightly, wait for Wall Street’s liquidity to fully ignite this fire, and go for a Davis double-hit from the RWA public-chain leader. This super dividend must be taken aggressively!

Micron Technology $MUB delivered a truly stunning set of quarterly results in the third quarter of fiscal 2026, surpassing Wall Street expectations across the board. Its stock price soared to historic highs, fully demonstrating its absolute dominance in the memory chip sector!
Total revenue this quarter reached a record high of $41.456 billion, up 346% year over year. Net profit surged to $2.886 billion—an exceptionally rare growth rate in the technology industry. Supply-and-demand imbalances in memory chips pushed gross margin up to an astonishing 84.9%, signaling extremely high profit potential within the industry and strong pricing power.
Micron’s strategic cooperation with $ANTHROPIC is highly forward-looking, greatly strengthening the company’s technical leadership in the AI memory space and laying a solid foundation for the expected surge in future AI computing demand. By signing a $100 billion long-term agreement, management has secured profit expectations for the next five years. This move clearly reflects the company’s firm confidence in industry prospects and its outstanding strategic vision.
Although a potential U.S. stock listing by competing company SK hynix could lead to shifts in industry valuations, Micron Technology is fully capable of maintaining its leading position thanks to its technological advantages, scale efficiencies, and long-term agreement “moat.”
The current memory chip industry is at the start of a super-cycle. As a leading player, Micron’s performance breakout and strategic initiatives point to tremendous growth potential. Investors should actively seize this historic opportunity—Micron’s stock surge is only the beginning! $DRAM

AAVE: Rebirth after the crisis—Is $82 a starting point or the end?
Today, AAVE surged with a big volume jump of 13%, with trading volume exploding to $500 million. On the first day after the V4 version went live, deposits surpassed $200 million. Even Standard Chartered has called for a $3,500 target price—everything happened just three weeks after the $845 million liquidation crisis!
Crisis turns to opportunity: In early June, a run was triggered by the hack of #KelpDAO , and #AAVE was driven from $80 down to $60. The team urgently injected $300 million to stabilize liquidity flow; user funds were not frozen. The new V4 Hub-and-Spoke architecture has fully addressed the risk isolation issue, and it was immediately recognized by the market after launch.
Credibility of the target price: Standard Chartered’s $3,500 target may sound wild, but look at history—back in 2020, no one believed Bitcoin could reach $100,000; in 2023, no one believed Solana could go from $8 to $200. After falling from $660 to $60, AAVE has declined over 90% in three years. At around $82, the margin of safety is more than sufficient.
Technical confirmation: Today’s high-volume bullish long candle. The RSI has violently rebounded from the oversold zone, and short-term moving averages are about to form a golden cross. Key levels: resistance 85–88 → 95–100 → 130; support 78–80 → 70–75.
Trading strategy: For short-term trades, wait for a pullback to 78–80 with declining volume, then enter as the downtrend stabilizes; place a stop-loss below 75. For swing trades, enter in batches once the daily chart holds above $82 and any pullback does not break below 78; target 95–110.
Catalysts: Governance community review of the sGHO cross-chain proposal; rumors of a Kraken acquisition. With a deflationary mechanism plus ecosystem expansion, $AAVE is regaining market trust!

So explosive! $ASTER completely upends the trading ecosystem—now every ordinary person can act as a market maker!
Aster has just dropped a nuclear bomb! Open-standard AOS-1 makes a stunning debut. Permissionless spot trading and listing are launched simultaneously. This is quite possibly the craziest innovation in DeFi history! You heard it right—#Aster has rolled out a maker fee rebate policy for all AOS-1 trading pairs. The fee rate is driven straight to -0.25 bps! Making a market order costs you nothing—on top of that, it actually pays you.
So what does this mean? It means every regular trader can become a market maker! No more getting squeezed by the exorbitant fees of traditional exchanges. No more begging institutions to provide market making. Aster CEO Leonard’s vision is mind-blowing—achieving self-custody and permissionless deployment at the protocol level, so every participant can inject liquidity into the market!
This isn’t just a technological breakthrough—it’s a revolutionary disruption of the entire trading ecosystem. Permissionless listings mean anyone can deploy their own trading venue, and open standards mean the ecosystem can expand without limits. The maker fee rebate policy directly ignites community enthusiasm; liquidity is set to explode exponentially!
Aster is redefining what “decentralized trading” means—this move is absolutely brutal! Starting today, everyone is a builder of the market, and everyone can profit from trading! This isn’t just Aster’s victory—it’s a win for the entire DeFi community. Are you ready to迎来 the trading era? Aster has already opened the door for us!

The revolutionary narrative of $ICP is still here, but the market has already lost patience! Brothers, wake up! The underlying narrative of #ICP has never changed—throw the entire web application directly onto the blockchain and completely bypass intermediaries like AWS and Google Cloud! The Layer-1 architecture from DFINITY is indeed proven and technically revolutionary, but the market has long stopped lacking high-performance public chains!
In today’s crypto market, patience for pure technical visions has run out! For ICP to regain control over the definition of internet infrastructure by decentralized hosting—how grand is that vision? This is about redefining the architecture of the entire internet! But what’s the reality? The actual developer ecosystem and real user volume are nowhere near keeping up!
Look at the market now: Solana, Aptos, $SUI —what isn’t a high-performance public chain? Where does ICP’s technical advantage really lie? If it can’t come up with an application layer that can be massively adopted as soon as possible, then ICP will only continue to be categorized as a legacy project from the old narratives!
This is such a pity! ICP’s vision is disruptive—truly able to change the world! But the market doesn’t wait, and neither do investors! Either it sparks with a killer app right now, or you can only watch this revolutionary technology slowly fade into oblivion!
ICP, how much time do you have left? The market has already issued an ultimatum! Either it explodes, or it sinks!

BlackBerry Makes a Complete Comeback! A 26% Revenue Surge Ignites the Market, and Cash Flow Turns Positive for the First Time in 9 Years!
So shocking! #黑莓 , the former mobile giant—today using its fiscal 2027 Q1 earnings report to slap down all the skeptics in one go! Revenue of $153 million, up 26% year over year! This isn’t just a recovery—this is a king returning!
#BBX surged more than 8% before the open, and the market voted with real money! Even more astonishing: excluding patent sale gains, this is the first time in 9 years the company has generated positive operating cash flow in the first quarter of the fiscal year! 9 years! BlackBerry has finally pulled through!
Full-year revenue guidance raised to $594 million–$621 million. Adjusted EPS of $0.16–$0.20! Total cash and investments at quarter-end were $422.9 million. And it even splashed out $10 million to repurchase 2.6 million shares! This grit, this confidence—so hardcore!
QNX embedded software revenue was $72.3 million, up 26% year over year. Adjusted EBITDA jumped 52% year over year! Security communications segment revenue was $73.6 million, up 24%! Two core businesses both thriving across the board! #BBXUSDT
BlackBerry is no longer the phone company it used to be. Today, BlackBerry is a software provider for 275 million vehicles worldwide—a security cornerstone for edge AI, robots, and industrial systems! The collaboration with NVIDIA also opens up a trillion-dollar-plus market!
From a mobile giant to a software power—BlackBerry’s transformation has been a resounding success! This beat of expectations is only the beginning; the real surge is still to come! BlackBerry, you deserve applause from everyone! $BBX

Today’s market action is absolutely insane! Meme coins are collectively exploding, and it’s a small-cap celebration day!
$HEI surged violently by 20% straight away! Spot and futures both took off on two fronts; a trading volume in the tens of millions of dollars is pushing it higher—this small-cap catch-up logic is just too strong! Capital is clearly hunting for the next breakout point, and HEI’s move this time is beautiful!
$UTK refuses to be left behind too, jumping 16% and launching directly! The Utrust payment track has been red-hot lately, and the DeFi payment concept has rotated into these low-priced coins—volume and price are perfectly matched! Funds have rotated from the top into these undervalued targets from the start—this is the opportunity!
$MUB is following the pace as well, with a 14.5% gain paired with a $7 million trading volume—this is exactly the snapshot of today’s broad altcoin rally! The push from short-term sentiment is extremely obvious; market capital is desperately looking for a breakthrough entry!
This is the classic start signal for meme-season! Money rotates across every sector, and every small-cap has a chance!
But brothers, stay calm! In a broad rally like this, it’s easiest to get carried away. Control your position—control your position—control your position! (Important things said three times.) Don’t chase. Waiting for a pullback is the way to go. Today’s gains are already substantial; tomorrow could be a day of differentiation and rotation.
Remember: in a bull market you can make more, and in a bear market you can survive longer. Today’s celebration is for a better setup tomorrow—don’t let greed ruin your account. Stay steady—we can win!

Brothers, this is absolutely outrageous! Bloomberg just broke a major piece of news: Apple has actually raised prices across the board! To hedge against the cost surge caused by shortages of memory and storage chips, the MacBook Neo has been bumped up directly from $599 to $699, and the MacBook Air has even gone from $1,099 to $1,299! Even the MacBook Pro, iPad Air, and iPad Pro are all following suit with synchronized price hikes!
Do you see the logic behind this? This is the component price surge triggered by AI frenzy—now it’s hitting ordinary consumers in a very real way! Tech giants are going all-in on AI, fighting over compute chips and high-bandwidth memory, with the entire supply chain running short and costs skyrocketing. In the end, this huge bill gets shoved straight onto consumers!
Now the situation is almost suffocating: we ordinary people haven’t fully enjoyed the convenience AI brings yet, but the inflation and cost of living that AI drives up—we all have to bear, penny for penny. Apple’s price hike is definitely just the beginning; more consumer electronics are likely to follow and raise prices, and our cost of living is about to skyrocket again!
From the capital markets perspective, $AAPL—an Apple juggernaut—can perfectly pass the cost pressures onto consumers, showing that its moat is deep and hard to measure. Its main profit source, the iPhone, hasn’t been affected either; it has firmly protected its gross margin. But for regular folks’ wallets, this is basically a slow, painful cut! Brothers, inflation is more ferocious than a tiger! While AI is reshaping the world, the key is to hold onto your cash flow. It has quietly scraped off another layer of oil directly from the money you spend on electronics. As for this cost pass-through, we can only pinch our noses and take it!