HBM demand · X 热门 · 2026-09-29 22:25 UTC

# HBM demand — X 热门讨论 (2026-09-29 22:25 UTC)

## @epictrades1 (The Inner Circle Trading Group DP David Prince) · 09-29 20:55 · ♥42 ↻7 💬6 3 days. 3 catalysts. Wed: PCE — the Fed’s actual inflation scorecard. First print after the September hike. Sticky or cooling. Wed after close: Micron earnings. AI memory / HBM demand check. This one doesn’t just move MU — it moves the whole semi complex. Fri: NFP. Last major labor print before the next FOMC. Growth vs. cooling vs. “still too hot.” Inflation, AI capex, and the jobs market stacked in 72 hours. https://x.com/epictrades1/status/2105038691140001924