SK Hynix on Wednesday said it expects the global memory chip market to experience a prolonged "super cycle", and that supply growth is likely to be limited just as demand for AI applications expands. ...

Super cycle https://t.co/d92OCNvbj3 ...

RT Bitcoin For Corporations (@BitcoinForCorps)📺 The Bitcoin For Corporations ShowEpisode 17 now live — hosted by @BitcoinPierrePierre Rochard hosts Steven Lubka (@DzambhalaHODL) of @Nakamoto to discuss #Bitcoin treasury strategy, today’s shifting market cycle, and whether gold, fiscal dominance, and corporate adoption could spark a long-awaited super cycle.00:00 – Intro: Different This Time01:18 – Steven's Journey03:25 – Nakamoto’s Playbook07:43 – Global Opportunities11:35 – Intelligent Leverage18:30 – Divi ...

Core Viewpoint - Wed Bush has become more bullish on Apple, raising its price target from 270 to 310, citing strong demand for the iPhone 17, which is currently tracking 10 to 15% ahead of the iPhone 16 [1][2]. Group 1: Demand and Production - Demand for the iPhone 17 is significantly higher than for the previous model, with early indicators showing a 10 to 15% increase [1]. - Supply checks indicate that Apple is increasing production by approximately 20% for both the base and Pro models of the iPhone [2]. Group 2: Market Strategies - Two bullish trading strategies for Apple were discussed, focusing on options trading to capitalize on the positive outlook [3][4]. - The first strategy involves buying a call option at a 245 strike price and selling a call at a 260 strike price, creating a bullish vertical spread with a potential risk-reward setup [5][6]. - The second strategy is a more conservative approach, involving selling an out-of-the-money put vertical, which provides a cushion to the downside while still maintaining a bullish stance [9][10]. Group 3: Risk and Profitability - The first strategy requires the stock to move above a break-even point of approximately 250.20, which is just over 1% above the current share price [8]. - The second strategy allows for profitability even if the stock price decreases slightly, with a break-even point set at 238, about 3.5% below the current trading price [12]. - The probability of the short 240 put finishing out of the money is estimated at around 67%, indicating favorable odds for this trade [13].

Apple - Apple is experiencing a significant sales event with the launch of new iPhone pre-orders, showing lead times extending to one to two weeks early in the day [3][4] - The new form factor of the iPhone is expected to drive sales, with historical data indicating a 52% increase in sales the last time a major form factor change occurred a decade ago [5] - The anticipated growth for iPhone sales is projected to be around 10% for fiscal 26, which is above the street's expectation of 5% [7][8] - The upgrade pool from previous years, particularly a 36% increase in 2021, is expected to contribute positively to sales in the upcoming quarters [9][10] OpenAI - OpenAI is moving towards becoming a for-profit company following a preliminary deal with Microsoft, which could facilitate its public offering [12][13] - The valuation for OpenAI is projected to be around $500 billion, with a revenue goal of $200 billion by 2030, up from a previous target of $175 billion [13][14] - If OpenAI achieves similar revenue multiples as current big tech software companies, it could reach a market cap of approximately $1.5 trillion, indicating a potential 23x increase [14][15]