HSBC: It is too early to worry that the storage cycle has peaked.
2026.07.14 13:35:25
HSBC analysts stated in a research report that it is still premature to worry that the storage cycle has peaked. The analysts argue that as agentic AI boosts office productivity and reshapes workflows, the storage supercycle is likely to persist. Improving AI service margins continue to underpin robust cloud spending, and hyperscale cloud service providers are unlikely to slow their computing power expansion amid competition in the fast-growing market. As next-generation high-bandwidth memory HBM4 gradually enters the market, the upward trend in HBM product prices is expected to continue. Given SK Hynix’s large exposure to HBM, HSBC favors SK Hynix among South Korean tech stocks. HSBC projects that after HBM4 achieves large-scale adoption in 2027, SK Hynix is still expected to maintain a 50% to 55% share of the HBM market. (Jinshi)
Serenity: General-purpose robots should adapt to the world humans have built, and Tesla Optimus will eventually converge to the "correct form".
1 seconds ago
Spot gold rises to touch $4,400 per ounce, up 0.57% on the day.
1 seconds ago
Trader 0xacbf loses $110.7K in 2 hours FOMOing $MARSCOIN, CZ's exit triggers 90% crash
1 seconds ago
Whale 0x8447 withdraws 5,300 $ETH ($9.98M) from Kraken
1 seconds ago
Prediction market platform Novig files a lawsuit against the state of Wisconsin, arguing that sports contracts should fall under the exclusive jurisdiction of the CFTC.
1 seconds ago
SanDisk extended after-hours gains by nearly 3%, while ADRs of Micron Technology and SK Hynix rose over 1% each; AAOI extended its advance by more than 2%.
1 seconds ago
Hot feeds
A trader profits $448K by monitoring #Binance's new listings!
2024.12.13 17:37:29
Last week, funds have flowed into #Bitcoin, #Ethereum, and #Hyperliquid.
2024.12.16 14:48:36
A $PEPE whale that had been dormant for 600 days transferred all 2.1T $PEPE($52M) to a new address.
2024.12.14 10:35:27
When Elon Musk tweeted about Moltbook, the meme coin MOLT experienced a short-term 30% price surge, hitting a new all-time high of $114 million.
2026.01.31 18:37:29
A smart #AI coin trader made $17.6M on $GOAT, $ai16z, $Fartcoin,$arc.
2025.01.05 16:05:18
A sniper earned 2,277 $ETH ($8.3M) trading $SHIRO within 18 hours!
2024.12.03 23:09:08
MoreHot Articles

How did I turn $1,000 into $30,000 with smart money?
2024.12.09

10 promising AI Agent cryptos
2024.12.05

The 30-Year-Old Entrepreneur Behind Virtual, a Multi-Million Dollar AI Agent Society
2025.01.22

10 smart traders specializing in MEMEcoin trading on Solana
2024.12.09

A trader lost $73.9K trading memecoins in just 3 minutes — a lesson for us all!
2024.12.13

What is $SPORE? Let us take you through the on-chain records to show you how it works.
2024.12.25

