South Korea's export data pushes the AI memory spillover narrative to the eve of earnings season validation

Goldman Sachs Aggressively Raises the Bar, Executives Openly Reduce Holdings – Interpreting the Direction of Overseas Analyst Actions.

The AI wealth effect is sweeping through South Korea, Japan, and the Taiwan region of China, with ordinary people experiencing an unprecedented wealth-creation movement.

The author predicts the inflection point will arrive in mid-2027, much earlier than the market's generally expected 2030.

Capital Is Shifting from Speculative Narratives to Space, Computing Power, and On-Chain Settlement

Polymarket is accused of marketing to US users through simulated trading and fake profit videos.

MRVL将于6月22日纳入标普500指数。

Curated in-depth analysis and a catch-up on the week's hottest topics.

In just over half a month, a $1,600 position yielded over 30% profit. But this article isn't about how to make money.

After GPUs, CPUs, Storage, and Power Supply Become the New Bottlenecks for AI Computing Power

World Cup prediction is not only a potential incremental entry point for Web3, but also an ideal scenario to observe the changes taking place in wallets.

The rapid growth in demand for AI large model training and inference is driving the global storage industry into a new cycle of value reassessment. As demand for high-end storage products like High Bandwidth Memory (HBM), DDR5, and enterprise SSDs continues to rise, storage leaders such as Samsung Electronics, SK Hynix, and Micron Technology are benefiting from the expansion of AI data centers, tightening industry supply, and the proliferation of Long-Term Agreements (LTAs). This has led to significant improvements in their profitability and valuation frameworks.

The Journey from “Forum Warrior” to “Industry Authority.”

"Most investors only focus on the ball itself, but I pay more attention to where the ball will bounce next."

The best long-term positions are not necessarily the hottest chip companies.

The high-interest-rate environment is reshaping the valuation logic of crypto assets, shifting the market from narrative-driven to capital efficiency-driven. Real revenue, users, and business models are being valued more, ETFs are driving industry maturation, and the integration of AI, privacy technology, and the role of exchanges will also influence the long-term landscape.