全球风险资产面临流动性紧缩与估值重估的双重考验。

U.S. Senator seeks SEC to delay SpaceX's IPO.

从写代码到查代码，AI开始进入工程审计现场

Due to extremely low initial free float, SpaceX may experience an unprecedented supply vacuum in the early stages of its IPO.

AI Real Growth vs. Bank of America’s 70% Bear Market Signal: Should You Run from the US Stock Market or Not?

The hottest computing power in Silicon Valley is real, carbon-based human companionship.

SemiAnalysis believes that CPO growth is about to slow down, while Serenity disagrees.

表面标普500屡创新高，实则是7只AI股票在支撑。

所有新增算力，都需要「更强的记忆能力」来撑起。

SpaceX's IPO has reportedly been oversubscribed several times over.

At WWDC this year, it borrowed models from Google, borrowed computing power from Nvidia, and borrowed another year of patience from users.

Arthur Hayes’ fund Maelstrom has liquidated its AI stock positions, reduced its cryptocurrency holdings, and increased its allocation to energy production companies.

市场真正关心的不是一次系统更新，而是苹果能不能把 AI 嵌进全球最大的消费电子生态。

"There is no bubble in the Taiwan AI industry chain. The real risk lies not in cross-strait relations, but in the capital expenditures of hyperscale cloud service providers."

ที่แท้แฟนคลับต่างหากที่เป็นทางออกด้านสภาพคล่องของ Arthur Hayes

Strategy浮亏超百亿仍在低位增持；ETH、SOL财库公司亏损规模持续扩大。