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The AI sector is repeating the most dangerous scene of 2000! Think the AI crash is just a valuation correction? You might only understand half the logic behind the "big short sellers'" increased shorting! What they're really targeting is this boomera

2026-07-29

The AI sector is repeating the most dangerous scene of 2000! Think the AI crash is just a valuation correction? You might only understand half the logic behind the "big short sellers'" increased shorting! What they're really targeting is this boomerang-like reversal.

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2026-07-29

Onshore yuan closed at 6.7655 per dollar at 16:30 on July 29, up 19 pips from the previous trading day.

Onshore yuan closed at 6.7655 per dollar at 16:30 on July 29, up 19 pips from the previous trading day.
2026-07-29

Counterpoint Research's memory-price tracker shows smartphone memory prices rose more than 80% QoQ in Q2 2026. The surge is producing a sustained, structural increase in smartphone BOM costs; flagship BOMs are nearly 50% higher YoY, with DRAM now the

Counterpoint Research's memory-price tracker shows smartphone memory prices rose more than 80% QoQ in Q2 2026. The surge is producing a sustained, structural increase in smartphone BOM costs; flagship BOMs are nearly 50% higher YoY, with DRAM now the single most expensive component, overtaking the SoC. Introduction of 2nm flagship SoCs will add further upward pressure on BOMs; even if OEMs raise retail prices, gross aggregate margins are expected to remain slightly below 2025 same‑generation flagships.
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