Oleg Turceac

Micron (MU) Dynamics, Memory Sector Supercycle and AI Infrastructure

https://www.steelldy-indices.com The semiconductor memory industry (MU/Samsung/SK Hynix oligopoly controlling >95% of DRAM/HBM) is in a structural supercycle driven by AI…

1 week ago

French Sovereign Fragility Index. Critical breach of the 30-year OAT yield to ~4.73% on July 22, 2026

https://www.steelldy-indices.com The yield on the French 30-year OAT bond reached ~4.73% on July 22, 2026, the highest level since the…

1 week ago

Silver Prices Surge Past $121 as Structural Deficit Sparks Liquidity Crisis

https://www.steelldy-indices.com The silver deficit is intensifying, with demand exceeding supply for the sixth consecutive year. According to the Silver Institute,…

1 week ago

Silver Supply Deficit to Continue Beyond 2026, But at a Weakening Pace

https://www.steelldy-indices.com The deficit in silver supply is expected to persist after 2026, though its intensity may gradually diminish. @METALOCUS forecasts…

1 week ago

Crisis and Tactical Roadmap on the Turkish Lira (TRY) Crash

https://www.steelldy-indices.com The TRY is no longer a currency; it is an Exotic Option on Credibility. Traditional analysis (GDP, balance of…

2 weeks ago

General Catalyst’s Revolutionary Bet on David Beckham’s Influence Without Equity

https://www.steelldy-indices.com Executive Summary The July 14, 2026 announcement of a $1 billion vehicle linking IM8 (co-founded by David Beckham &…

2 weeks ago

The Strait of Hormuz Crisis Is Over? Physical Markets Tell a Dangerous Lie

https://www.steelldy-indices.com Over several weeks, financial markets have gradually become convinced that the crisis in the Strait of Hormuz is in…

2 weeks ago

Dissection of the “Kospi Unwind”.

https://scoregex.streamlit.app On 20 July 2026, the KOSPI experienced a sharp deleveraging event, with the index falling over 4% intraday to…

2 weeks ago

From Neutral to Overweight: Fidelity’s Gold Playbook for a 2027 Comeback

Fidelity predicts the return of a bull market for gold in 2027. According to Ian Samson, manager of multi-asset portfolios…

2 weeks ago

AI Demand, HBM Breakthroughs, and Credit Risks: The Trio Driving Memory Market Dynamics

https://www.steelldy-indices.com This article applies the tools of game theory to the strategic analysis of the global memory oligopoly. By modeling…

2 weeks ago