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Tag: CFTC data

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Detailed image of a vintage computer motherboard with RAM sticks.
Analyse de marchéAnalyse de marché MarketsMarkets

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

The semiconductor memory industry (MU/Samsung/SK Hynix oligopoly controlling >95% of DRAM/HBM) is in a structural supercycle driven by AI data center demand (hyperscalers investing over $300 billion by 2026). Unlike past cycles (2001, 2008, 2013) dominated by PCs and smartphones, current demand is nonlinear, scaling with LLM size and dataset complexity. Sunk costs from data…
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The French flag waves against a cloudy sky, mounted on a Parisian building.
Analyse de marchéAnalyse de marché MarketsMarkets

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 2008 Global Financial Crisis and Eurozone Debt Crisis. This level is identified as a critical systemic threshold, crossing the 4.50-4.69% zone identified by GARCH-X Markov-switching and DSGE models calibrated on 2000-2026 data. The yield…
3 hours ago0Comments

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