It’s the super cycle.Not the end of the 4-year cycle for #Bitcoin. ...

PREDICTION MARKET SUPER CYCLE https://t.co/K4Zv9yC0R7Easy (@EasyEatsBodega):SOUTH PARK SAID POLYMARKET!?wtf!? ...

We recently published 10 Stock News You Should Pay Attention To. Apple Inc (NASDAQ:AAPL) is one of the stocks to watch in September. Apple (NASDAQ:AAPL) is trending after the company revealed its new iPhone 17. While many on Wall Street are expecting the company to benefit from an upgrade “super cycle,” some say the new device would not bring strong sales for Apple Inc (NASDAQ:AAPL). AT&T CEO John Stankey recently said that he does not believe the new device will result in a super cycle for Apple (NASDAQ: ...

October - December super cycle vibes ...

Market Trend & Investment Opportunity - Ethereum is considered a significant super cycle story for the next 10-15 years, with potential for substantial growth [1][8][20] - Industry experts suggest Ethereum could experience a 100x increase [8] - Ethereum is undervalued and misunderstood as an investable asset, presenting a buying opportunity before it breaks all-time highs [2][3] - Wall Street is increasingly building on Ethereum, particularly for stablecoins and tokenized assets, driving its adoption [16][17][18] - There's a possibility (at least 50%) that Ethereum's network value could surpass Bitcoin's [23] Price Prediction & Potential Returns - Tom Lee predicts Ethereum could reach $62,000 in the future [19] - The analysis suggests that holding and staking approximately 15 Ethereum could potentially lead to a million-dollar valuation in 10 years [20][23] - Ethereum has the potential for more than 2x upside compared to Bitcoin in the short term [22] - A 5-year view estimates Ethereum could reach around $60,000 per ETH [23] Ecosystem & Technology - Ethereum's smart contract platform is censorship-resistant and has had 100% uptime since its creation [8] - Companies acquiring a significant stake in Ethereum (e.g., 5% of the supply) can positively influence the ecosystem by providing security through staking and helping DeFi protocols flourish [9] - Treasury Secretary Bessant anticipates stablecoins market will grow to close to $4 trillion [16] External Factors & Catalysts - Anticipated Fed rate cuts and the Clarity Act are expected to positively impact the crypto market [8][24] - The White House's initiatives, including the Genius Act (greenlighting stablecoins) and the SEC's project crypto (encouraging Wall Street to rebuild on the blockchain), are driving adoption [15][16]

Summary of Han's Laser Technology (002008.SZ) Conference Call Company Overview - **Company**: Han's Laser Technology - **Industry**: Laser processing equipment manufacturing - **Main Products**: Laser marking, welding, cutting equipment, PCB equipment, photovoltaic devices, LED packing equipment [23][24] Key Points and Arguments 1. **Earnings Forecast Adjustments**: - 2025 earnings forecast cut by 7% due to losses in new energy equipment - 2026 earnings forecast increased by 23% driven by strong demand for PCB and IT equipment, particularly from Apple [1][3] 2. **Target Price Increase**: - Target price raised by approximately 61% to Rmb45.0, based on a forward P/E of 39x, anticipating a "super" cycle in IT and PCB equipment [1][4][25] 3. **Demand Drivers**: - Anticipated strong demand for PCB drilling and testing equipment from AI server/datacenter makers, notably Victory Giant Technology (VGT) - Significant order growth expected from Apple’s supply chain, particularly for the iPhone 18, which may be Apple's first foldable phone [1][4][24] 4. **Revenue Growth Projections**: - IT equipment revenue growth expected to accelerate in 2H25, with a forecast of over 30% YoY growth in 2026, primarily due to iPhone 18 [3][4] - PCB equipment revenue growth surged from 28% YoY in Q1 2025 to 75% YoY in Q2 2025, driven by demand from VGT [4] 5. **Profitability Metrics**: - Core profit CAGR projected at 49% for 2025-26E, similar to the upcycle seen in 2017 with the iPhone 8/X upgrades [1][24] - 2023 net profit expected at Rmb820 million, with a projected increase to Rmb1.694 billion in 2024 [5][9] 6. **Valuation Metrics**: - New target price reflects a higher P/E multiple due to increased earnings visibility for 2025E/26E [4][25] - Expected share price return of 23.2% and total return of 23.8% based on the new target price [6][9] Important but Potentially Overlooked Content 1. **Risks**: - Key risks include fewer-than-expected Apple orders, increased competition affecting margins, and potential failures in new investment projects [26] - The emergence of new technologies that could substitute laser equipment poses a significant risk [26] 2. **Market Context**: - The anticipated "super" cycle in IT and PCB equipment is linked to broader trends in AI and data center growth, indicating a significant market opportunity [1][24] 3. **Financial Performance Snapshot**: - 2Q25 net sales increased by 26% YoY, with a gross profit margin of 30.3% [10] - Operating profit showed a substantial increase of 93% YoY in 2Q25, indicating strong operational efficiency [10] 4. **Long-term Outlook**: - The company is positioned to benefit from long-term trends in technology and manufacturing, particularly in the context of AI and advanced electronics [1][24] This summary encapsulates the critical insights from the conference call regarding Han's Laser Technology, highlighting its financial outlook, market positioning, and potential risks.