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Qingdaozhenleng on Pump.fun — 层楼终究误少年
层楼终究误少年
No trades available
11.8M ElNiño$157K MC
Perhaps this thread can help you gain a more comprehensive and deeper understanding of how a Super El Niño develops and the impacts it can bring. NOAA’s Climate Prediction Center, in its September 10, 2026 ENSO update, maintained an El Niño Advisory, with the event still strengthening. The odds of a very strong El Niño this fall and winter are now above 90%. For October–December 2026, CPC puts the probability of a “historic” event—RONI at or above +2.5°C—at roughly 75%. At the same time, I don’t know if you’ve noticed that a significant number of analysts are projecting that the AI bubble could reach a breaking point around January–February 2027. A super El Niño typically means a hotter planet, drought across Australia, Indonesia, and parts of Africa and Central America, and heavier rainfall from California to Peru and East Africa. Households feel it through higher food, power, and insurance bills. Companies feel it through supply-chain disruptions, higher cooling costs, and renewed inflationary pressure—which could keep interest rates higher for longer than growth-stock investors would like. So the thesis is deliberately narrow: El Niño could act as an exogenous cost shock hitting an endogenous capex peak. January–February 2027 is an important window because winter climate impacts, Q4 earnings, and new-year guidance all converge. That could increase the odds of a narrative break, but it does not make a crash inevitable. The key things to watch are power prices, food inflation, and cloud/AI capex guidance—not sea-surface temperatures alone. And I still have to emphasize that climate impacts are highly interconnected and often significantly lagged. What we are seeing today may only be the beginning of a much larger chain of effects, which is why we need to keep watching the data as the situation develops.
