TSMC as the foundation, AMD on the offensive, ARM as a supporting player, Intel only as a lottery ticket, Qualcomm waiting for repricing, and Nvidia avoiding the FOMO after news-driven price surges.

A familiar narrative has emerged: "The carry trade is about to collapse, and August 2024 will repeat itself."

The core conclusion is simple: In the AI PC battle, don't bet on camps, bet on toll booths. TSMC is the foundation, AMD leads the offense, ARM joins as a supporting runner, Intel is only a lottery ticket, Qualcomm awaits repricing, and Nvidia is not worth chasing the FOMO following the news pulse.

A Blockbuster IPO Destined for the Headlines, and a Group of Buyers with No Choice

For the A-share optical module sector, a statement from CEO Hock Tan regarding the AI networking business during the earnings call may have been more damaging than the overall AI guidance.

The surface narrative is bearish, but the underlying fundamentals are steadily growing.

Those who get in early can feast on the fattest portion of the meat.

Crypto venture capital monthly transaction count is approximately 50, the lowest level in five years.

A Closer Look at the Prediction Market Platform Built for Active Traders.

Institutions are even more FOMO than retail investors, with a16z becoming the largest external holder.

Index funds are no longer just low-cost tools; they are becoming passive buy-side machines for hot assets.

Old assets thrive, cultivating a new path on-chain; the era of native asset inflation is over, and perpetual contracts carry the torch forward.

Riding the wave of RWA tokenization, Ethereum may be poised for a value revaluation.

Deutsche Bank warns that credit spreads are at historic lows, consumer confidence has fallen to its lowest since 1952, and the divergence between the bond and stock markets continues to widen, with multiple risk signals being selectively ignored by the market.

Exploring the true growth path for the next phase of Web3.

Don't just look at MRVL and NOK