In the past narrative around AI, there was a common thread: inference efficiency would kill the demand for chips. However, the reality is that the cheaper AI becomes, the more valuable physical computing power gets— every dollar model developers slash off their prices ultimately flows into the pockets of chip and wafer foundries.

瑞银中国AI产业链调研：光互连和SiC升温，胜宏押注Rubin PCB

CRCL Hit by OUSD; Wait for Deep Decline to DCA.

Users can apply to transfer stocks held at external brokers into Gate, or transfer holdings from Gate's stock account out to other brokers, enabling more flexible and efficient management and allocation of stock assets.

Pay attention to anomalies in daily life, ask one more layer of reasoning to find the underlying listed company, and then use the 13F to see if professional capital agrees. Next time a product you regularly buy suddenly increases in price, think about it: who is taking this money, and is that company already listed?

Ten years is too long, seize the day; I want people to remember me as a "Crypto Guy."

He has shorted all the hottest AI infrastructure stocks in one go.

License fees alone earned over $600 million

140 institutional giants are ganging up to take Circle’s lunch.

Over the past decade, the core issues of Web3 security have largely revolved around private keys, contract vulnerabilities, and phishing. The security boundaries were relatively clear: humans see a page, click on a wallet, confirm a transaction, and the on-chain result is executed.

Trump Discloses Holdings of Over $100 Million in BTC and ETH, with 2025 Filing Period Income Exceeding $1.4 Billion.

On a deeper level, Google TPU, Amazon Trainium, and AMD are accelerating their market share capture, gradually eroding the moat of the CUDA ecosystem barrier.

一个被GPU光芒遮盖的价值链正在浮出水面。

市场焦点从AI需求延伸到毛利率、2nm爬坡和资本开支压力

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