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混合型全球 Web3 基金起源于香港，专注于区块链技术和人工智能的研发。
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Micron Reports Record Revenue and Profit, Yet Stock Falls — Why?
The market uses old cyclical stock metrics to price, but long-term contracts lock in the future, and AI demand may trigger a paradigm shift.
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Second only to GPUs and storage: MLCCs are becoming the next trillion-dollar growth area for AI computing power.
AI servers are driving a supercycle for MLCCs, with usage surging from 2,000 units to 600,000 units, and high-end models seeing a 275% price increase. The supply-demand gap will continue until 2030, with Murata, Samsung Electro-Mechanics, and Taiyo Yuden emerging as the biggest winners. Even the most inconspicuous components are being repriced by AI.
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Where is the real AI bubble? Which players are swimming naked?
Is the AI ​​bubble real or fake? A five-layer computing power pyramid is broken down: TSMC locks in supply, optical modules are the biggest bubble, and short sellers are eyeing depreciation and GPU credit risks.
Merkle3s Capital
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 joining the bandwagon or taking over the losses? In-depth analysis of 17 related stocks reveals investment opportunities before and after the IPO.
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CPO 元年：光互连产业链最大的一次重构
AI算力瓶颈转向光互连，CPO共封装光学2026年爆发，市场规模从1.6亿冲向910亿美元。英伟达40亿美元押注，硅光代工龙头TSEM产能锁定至2028年，光互连超级周期已发车。
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