訂單鎖至2030年，週期股邏輯正被改寫。

Nói thật với tôi, nếu anh vẫn còn nắm giữ BTC, có muốn rút một ít để mua Micron không?

STRC跌破80美元左右，創歷史新低。

NVDA and AVGO may seem relatively cheap, but only if you believe they can reach analysts' targets.

7巨头正在被错误定价，AI资本开支恐慌过头了。

適逢韓股、美股「巨震」，一份僅僅「符合預期的財報」，可能已遠遠不夠。

AI 的繁榮正在向物理世界深度下沉——電力、材料、製造不再是傳統的「舊經濟」，而是支撐 AI 這座摩天大樓的最核心地基。

meme鏈的悄然轉型，Solana在公鏈間美股交易的競爭中壓倒性領先

Sellers remain bullish, heed caution but extract the essence.

SPCX options are in intense play, with support at 150 USD, resistance at 180 USD. Exercise caution as the expiration date approaches.

拆解長鑫的技術路徑、財務數據、HBM困境和IPO結構。

Solana創始人親評：看漲！

金銀與AI股同跌，利率重新奪回定價權。

當預測市場遇上Telegram，一個新的交易時代正在開啟

利率沒有變，但聯準會的政策劇本、市場預期和風險資產定價框架，都變了。

Zuckerberg is once again eyeing a business that others have already built.