AI is paying a "memory tax", and the companies helping it save money are about to profit—a comprehensive breakdown of the flash memory substitution industry chain.

Polymarket celebrates its 6th anniversary, with cumulative platform trading volume exceeding $88 billion.

AI application revenue is not equivalent to traditional SaaS; a company's valuation depends on cost reduction and margin improvement.

SpaceX’s IPO at a $1.8 trillion valuation and a price-to-sales ratio of 100x is, in his view, a ticking liquidity time bomb.

The focus of semiconductor investment needs to shift towards the CPU+GPU narrative.

In 2026, leading private tech companies represented by SpaceX, OpenAI, and Anthropic have successively advanced their IPO plans. Among them, SpaceX has a target valuation of as high as $1.75 trillion and plans to raise $75 billion, potentially becoming the largest IPO in history. The capital absorption effect of these mega IPOs could pose a potential short-term liquidity shock to the crypto market.

This FOMC meeting is likely to hold rates steady, and how Walsh changes the Fed's pricing framework is the real focal point.

AI infrastructure remains a direction I’m willing to research during dips, but entry points must adhere to position-size discipline. In a phase characterized by high returns, high drawdowns, and high volatility, layer your approach before taking action.

Is SpaceX Worth Betting On? Can You Still Chase HYPE?

BTTInferGrid aims to build a decentralized computing network for AI inference scenarios, connecting global idle GPU supply with computing demand in the AI inference market.

Nvidia's investment strategy is not purely about pursuing financial returns but is a systematic ecosystem-building effort centered around the "AI Full-Stack Dominance" strategy.

5月CPI拆掉了“核心通胀失控、6月立刻加息”的雷，但没有让美股的倒车完全停稳；现在不是全仓追反弹，而是用分批布局和去弱留强等待FOMC落地。

Leaving Anthropic, Heading for Musk

South Korea's Q1 crypto trading volume dropped 28% year-on-year, the largest decline among major global markets.

NVIDIA plans to issue $20 billion in bonds, leveraging its AA credit rating to lock in long-term low-cost capital.

The AI bull market continues to surge. Should investors go All In or cash out and leave?