Looking ahead, we remain bullish on Q3-Q4 for rigidly constrained resources in the global supply chain, such as copper and electricity, as well as gold, which continues to price in the trend of monetary credibility erosion. For the digital asset market, we believe it will be difficult to see significant outperformance until excess liquidity is released and the marginal growth rate of AI is fully priced in.

Quickly forward this to your friends—I can't be the only one suffering.

优质深度分析文章及一周热点恶补。

Next, beyond storage chip demand itself, two finer indicators deserve the closest attention: renewal pricing for older cards and utilization rates of older cards.

As Anthropic races toward an IPO valued at over $2 trillion, a name that has never appeared on the company's organizational chart is drawing unprecedented scrutiny from Wall Street—Cami Clark, wife of CEO Dario Amodei.

Miners are still running, but mining companies are starting to look less like miners.

Tether completes its first full-scale financial audit in history, with CFO stating reserve assets exceed liabilities by $6.814 billion.

SanDisk has committed to returning 100% of its remaining cash to shareholders after completing its business investment.

The key is not making chips, but rebuilding the platform

Helping you break down the key signals and real risks of this high-stakes gamble.

For investors, the stock selection criteria going forward can actually be condensed into three sentences: whether you have electricity on hand, whether order visibility is high, and whether legacy assets can continue generating cash flow.

Intel announced it has expanded its common stock offering to $20 billion, issuing approximately 210.5 million shares to support AI data center chips, manufacturing capacity, and foundry expansion. The news triggered market concerns over equity dilution, with shares initially falling 4.1%.

What customers truly lack is a complete set of deployable capabilities

From 109 billion to over 400 billion yuan, institutional views diverge; Wang Xingxing responds to controversies over “unscientific P/E ratio” and “remote-controlled toy” remarks.

Coinbase now supports AI agents as clients, allowing businesses to accept stablecoin payments.

"Nobody is building data centers at SpaceX's pace. Google hates turnkey leasing and wants to do everything itself, but in the end, it still signed the contract."