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The stock market boom fueled by AI fever

The truth behind Micron's surge: It's no longer a "cyclical stock," and UBS is revaluing it as a "growth stock."

UBS has significantly raised its target price for Micron to $1,625, shifting its valuation methodology to an overall P/E ratio. Long-term agreements are improving earnings stability, and memory chips are poised for a revaluation.

Unitree Robotics' IPO countdown is on! Unraveling the complexities of the "first humanoid robot stock's" prospectus.

Unitree Robotics is aiming to become the first listed humanoid robot company on the A-share market, raising $620 million in its IPO on the Science and Technology Innovation Board. It boasts the world's largest shipment volume of humanoid robots and is projected to achieve profitability with a 335% revenue surge by 2025.

A message to ordinary people who bought AI-backed stocks: You think you're too late, but actually you just lack your own worldview.

Investing in AI isn't about chasing trends; building your own worldview is key to navigating market fluctuations. Following capital flows and observing the real money invested by giants like NVIDIA and Elon Musk is far more reliable than any KOL's recommendations.

How can Huawei break through in the high-end chip market without advanced lithography machines? What is Huawei's "Tao (τ) Law"?

Huawei's T-scaling law breaks the deadlock of Moore's Law. With 381 chips in mass production over six years, logic folding technology has increased transistor density by 55% and energy efficiency by 41%. AI hardware integration is projected to increase a hundredfold by 2035, ushering in a new path for the semiconductor industry.

Macro Insights

The price of SpaceX crashed in the middle of the night, and retail investors were caught in the crossfire. What happened to SpaceX's pre-market contracts?

SpaceX's pre-IPO assets have plummeted, Bitget's token split caused its price to drop by 80%, and Hyperliquid crashed by 45%, resulting in the liquidation of over 400 retail investors, all warning of market fragility.

Retail investor "leader" Serenity vs. rising stock market guru Leopold: How do two top hunters tap into the "physical limits" of AI?

Two rising stars in AI investment, Serenity and Leopold, reveal the revaluation of underlying assets: from hidden dark horses in the chip supply chain to billions of dollars in hedge funds betting on physical bottlenecks, the era of "paying a price for computing power" has arrived.

225-fold return in 2 years? Unveiling the AI "bottleneck" investment strategy of the mysterious researcher Serenity.

What really matters is not what he bought, but what he saw.

The "account opening street" in Tsim Sha Tsui is empty; people trading Hong Kong and US stocks are flocking to secluded corners...

The surge in Hong Kong stock trading accounts has been met with a crackdown by regulators in both Hong Kong and mainland China, resulting in fines exceeding HK$2.2 billion for three platforms, including Futu and Tiger Brokers, significantly raising the bar for cross-border stock trading. Mainland investors are turning to overseas brokers and encrypted trading channels, further shrinking grey-area shortcuts.

When Futu Community suddenly transformed into a matchmaking platform, overseas identity became a valuable commodity for the middle class.

For the foreseeable future, if you wish to open a new US stock account to buy Nvidia, Tesla, or an S&P 500 ETF, you must first possess proof of identity as a non-Chinese mainland resident.

Organizations and celebrities' creative ideas

Interview with macroeconomist Raoul Pal: The economic singularity is approaching; don't get off the train too easily in the next four years.

The recent drop in Bitcoin from its peak to $60,000 is just a correction in the bull market.

Hash Global Founder: Why did I also choose to liquidate all my ETH?

ETH is more of an infrastructure for on-chain finance or a gas fee; institutional use of the Ethereum network does not mean that they must hold and hoard large amounts of ETH.

Interview with VanEck CEO: In the crypto winter, only BTC and stablecoins will survive; the surge in memory chip prices is more like a bubble.

Nvidia has become the "host" of the AI era, gold is regaining its position as the world's number one currency, Wall Street will absorb blockchain technology, but most token ecosystems will disappear.

Interview with former Goldman Sachs CEO: Crisis, Leadership, AI, and Advice for Young People

From childhood to Harvard, from J. Aron to CEO of Goldman Sachs, and then to looking at AI after retirement.

Interview with the founder of an AI investment fund: Forget the myth of getting rich quick, and see which Crypto x AI assets are promising?

AI has increased the volume of data by a hundredfold, and Venice, Grass, and NEAR all have significant valuation mismatches.

Interview with Arthur Hayes & NEAR co-founder: The era of printing money is back, HYPE is expected to reach $150, and NEAR has another 20x potential?

"In the future, we will use computing through AI, and blockchain will become the means of execution for everything."

Seize the opportunity

SpaceX's $1.75 trillion IPO: 17 related concept stocks

SpaceX, valued at $1.75 trillion, debuted on Nasdaq, with Starlink contributing 61% of its revenue; related stocks have already surged. Are retail investors simply following the lead or buying at the peak? In-depth analysis of 17 related stocks reveals investment opportunities before and after the IPO.

Bankless founder's account: Why did I sell my ETH?

It's not because I'm bearish on ETH, but because I think the argument that "ETH is currency" is outdated.

Vitalik's new article: The foundation is just an ordinary node; maintaining the value of ETH depends on the "big players" stepping forward.

"Nearly 90% of my personal money is in ETH, and the remaining 40 million on-chain fiat currency has been donated to certain open-source biotechnology, software or hardware projects."

With the Base craze in full swing, how can we leverage GMGN to discover new opportunities?

This article introduces how to use the GMGN platform for trading Meme coins within the Base ecosystem. It covers basic setup, smart money tracking, narrative discovery, and building a personal tracking system. By monitoring KOLs and smart money addresses and setting up real-time push notifications, it's possible to efficiently capture trending narratives and trading opportunities.

A Comprehensive Guide to Bound: The "Multi-Signature + Time Lock" Escape Mechanism and the Off-Chain Matching Black Box

This article dissects the 2-of-2 self-custody fund logic, the MEV risks behind CEX-level matching, and provides a practical guide to avoiding pitfalls.

Web3 Matters

Reconstructing Ethereum's Valuation: Why the Fee Model is Wrong and the "Vault Logic" is the Future?

Ethereum currently protects $250 billion in assets, but only $72 billion of ETH is staked. Based on the security factor, ETH should be worth $6,900.

A review of the most volatile crypto assets in the past year and a half: Zcash stands out in 2025, Venice leads the pack in 2026.

Privacy coins, exchange tokens, and AI projects have taken turns becoming the focus of the market.

Don't expect a classic knock-off season; there might be selective, strong performances in a very small number of narratives.

When Contracts Become Memecoin: alt.fun, HyperEVM, and the HYPE Price Spiral

You think you're playing with memes, but you're actually helping Hyperliquid create contracts.

Who will carry the flag? How will Ethereum move forward in the post-foundation era after losing its "big brother"?

The Ethereum Foundation has voluntarily stepped down from its leading role, and Vitalik Buterin responded to market controversies by stating that maintaining the price of ETH is not his responsibility. In the post-Foundation era, how Ethereum, currently in a downtrend, can initiate an upward trend through policy reforms is a more pressing issue for the market.

Behind NEAR's doubling in value: 3 major trends are driving the price increase.

NEAR token saw a surge in independent price action, driven by both AI narrative and privacy-focused public blockchain, with the Intents fee buyback mechanism providing further support, pushing its market capitalization back above $3 billion.

The stock market boom fueled by AI fever

Macro Insights

Organizations and celebrities' creative ideas

Seize the opportunity

Web3 Matters

Key Information

A whale opened short positions in HYPE and LIT, totaling $12.8 million.

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