I see that both the cryptocurrency community and Twitter are paying attention to this thing, it should be really close now, hopefully.
The market is focused on Hyperscaler CDs, which is actually fundamentally about concerns over future capital expenditures and credit costs, which are part of capital expenditures. The news about NVDA's guarantee came out yesterday, and the medium to long-term bonds of META, ORCL, MSFT, and GOOG rebounded, rebounding for two consecutive days (but SPCX is still continuing to drop).
Tomorrow $MSFT's earnings report will be released, barring any surprises (as long as it is similar to Google), Hyperscaler CDS will reach a peak, bond prices will stabilize, bond yields will no longer continue to rise, Hyperscaler stock prices will complete a long-term bottoming, and hardware stocks will see a short-term bottom, which is the ideal scenario.
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