Semiconductors Keep Crashing, Will the FOMC Save Us, and the Gatchafication of Everything

Summary

Thread Guy streams live before FOMC day, covering a potential rate hike/hold, the end of Fed forward guidance, the crash in DRAM, collectibles mania, meme coins, and rising oil, with no explicit trade recommendations.

• FOMC may see a surprise hike or hold; end of forward guidance could make each meeting a market driver again and increase rate volatility.
• SK Hynix earnings miss sent DRAM down 48%, with Korean semiconductor stocks hit hard.
• Gary Vee clip argues collectibles have replaced stocks and art for young investors; Thread Guy agrees, noting the 'cardification' of everything.
• Pipe Dog coin launched with zero info and is widely hoped to crash to zero, reflecting meme coin frenzy.
• Oil prices jumped with crude up 6.3%, seen as a persistent problem not going away.
• Apple announced an iPhone leasing subscription, sparking a wider observation about the 'you will own nothing' trend.
• Streamer discusses the difficulty of investing in 'IRL' experiences like photo booths and drive-ins due to fragmentation.
• Crypto markets mostly flat; Bitcoin around $64k, Ethereum $1,868; no major trade setups presented.