表面标普500屡创新高，实则是7只AI股票在支撑。

"There is no bubble in the Taiwan AI supply chain; the real risk lies not across the strait, but in the capital expenditures of hyperscale cloud service providers."

贸易摩擦+AI 双主线下，下半年全球资产配置方向一览。

There won’t be many more successful crypto startups.

“My basic analogy for Hyperliquid is Tether to Circle. The non-KYC or international market in crypto is very large and can absolutely support a huge network.”

AAOI在6月4日的逆勢走強，不應被解讀為AI估值擔憂的反例，而恰恰是市場開始在AI板塊內部進行「分化定價」的早期訊號。

要理解輝達如何用資本編織AI生態，必須從其投資體系中的「三軌架構」開始。

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

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

a16z可能在2028-2030年間掛牌交易，而整個VC行業的遊戲規則將被改寫。

Admitting that crypto is on a downtrend doesn't mean the stock market is a safe haven.

十倍戴爾，AI與白宮雙重定價。

沒想到吧，Reddit 自家股票 $RDDT 也在受益。

HYPE代幣年內漲幅約150%，遠超比特幣同期表現。

Bitcoin、穩定幣和區塊鏈會留下，許多代幣生態則會消失。