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Hidden Key Points from Jensen Huang's GTC Speech: Nvidia's Entry into PC Chips Benefits ARM the Most
Nvidia's GTC launch of the RTX Spark chip brings triple benefits to the ARM ecosystem: an upgrade in the narrative of high-performance AI PCs, increased royalty per chip, and ecosystem endorsement. ARM shares rose 14% pre-market, but with a valuation as high as 50 times P/S, the market has already regarded it as an AI CPU platform company.
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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.
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从Token爆炸到物理瓶颈：Agentic AI驱动的存储大牛市
15 年来最严重短缺！为什么 AI 推理正在“吃掉”全球存储产能？
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Your AI programming assistant might be based on a Chinese model you've never heard of before.
The underlying model of the Cursor programming tool has been revealed to be Kimi K2.5, an open-source project from the dark side of China. This previously undisclosed "invisible foundation" incident exposes the global trend of AI applications relying on Chinese open-source models and has sparked deep reflection on the transparency and compliance of the model supply chain.
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AI influencer Zhang Zala's secrets to gaining 50,000 followers: Algorithms are connections; beware of AI's alienation...
The essence of X is not a "speech stage," but a "social party."
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After my US stock assets shrank by 70%, I realized the real reason for the crash.
What are the current valuation levels of US stocks?
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In an era of agent explosion, how should we cope with AI anxiety?
Becoming a better AI user is important, but before that, perhaps more important is not forgetting how to be a human being.
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I completed a job with an annual salary of 1.5 million using $500 AI: A Guide to Upgrading Personal Business Agents
The essence of agentification is to replicate your judgment framework using algorithms and replace human costs with API costs.
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2025 Asset Review: Why is Bitcoin significantly underperforming gold and US stocks?
When observing Bitcoin's performance in 2025, many people get caught up in simple price comparisons and don't understand why it underperformed the US stock market led by Nvidia, or even the traditional safe-haven asset gold.
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Autumn Bull Market Offensive: Analysis of Three Certain Buying Trends
If now is the starting point of a new round of rise, what is the driving force of the bull market?
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Cryptocurrency welcomes new assets: Robinhood vs. Kraken’s stock tokenization path fully analyzed
The core mechanism of Robinhood stock tokens lies in their unique custody and mapping methods.
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Stablecoin Report (I): Will the $2 trillion blue ocean give birth to crypto “water sellers”?
What other investment opportunities are there in the stablecoin sector?
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The “alienation” of the cryptocurrency world: the shift from value creation to the economics of selling coins
The essence of the crypto market: cycles are destiny, and bubbles are also preludes.
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As Bitcoin prices continue to plummet, will MicroStrategy go bankrupt and be liquidated?
Its highly leveraged strategy could lead to severe financial stress if Bitcoin prices experience a prolonged, deep decline.
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A quick look at Venice and $VVV: DeepSeek integration, technological innovation and market value analysis
Founded in 2024 by ShapeShift founder Erik Voorhees, the underlying layer integrates large open source models including the popular Deepseek.
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