Polymarket上線6週年，平台累計交易量超過880億美元。

AI application revenue is not the same as traditional SaaS. A company's valuation depends on cost reduction and gross margin improvement.

SpaceX's IPO at a $1.8 trillion valuation and a 100x price-to-sales ratio is, in his view, a liquidity time bomb waiting to explode.

半導體投資重心需要轉向CPU+GPU敘事。

In 2026, top-tier private tech companies represented by SpaceX, OpenAI, and Anthropic are successively advancing their IPO plans. Among them, SpaceX's target valuation is as high as $1.75 trillion, with plans to raise $75 billion, potentially becoming the largest IPO in history. The massive capital absorption effect of these giant IPOs could pose a potential short-term liquidity shock to the crypto market.

This FOMC meeting is highly likely to keep rates unchanged, and the real focus is on how Wash will change the Fed's pricing mechanism.

Focus: Five Nasdaq AI Leading Stocks AI infrastructure remains a direction I am willing to buy on dips to research, but the entry point must adhere to position discipline. In a phase characterized by high returns, high drawdowns, and high volatility, first stratify, then make a move. Core Thesis: Investing in AI infrastructure is not a bet on a single track, but a capital expenditure chain covering multiple nodes such as computing power, storage, connectivity, optics, and power. In the current phase, the five targets including MU and AMD should be managed through stratification, deploying capital in batches during pullbacks based on fundamental evidence chains and position discipline, rather than blindly chasing highs. Key Elements: MU (Micron), AMD (Advanced Micro Devices), LITE (Lumentum), VICR (Vicor), and MXL (MaxLinear) collectively benefit from AI data center capital expenditures, but their risk sources, earnings elasticity, and valuation digestion methods differ and require differentiated treatment. McKinsey estimates that global AI data center capital expenditures could reach as high as $5.2 trillion by 2030, indicating AI infrastructure is a long investment cycle. However, one must be wary of short-term bubbles caused by earnings, valuation, and interest rate risks. Over the past year, these five stocks have significantly outperformed the Nasdaq 100 and semiconductor ETFs, but their maximum drawdowns have generally ranged between -28% and -32%, far exceeding the index's -12.1%. High returns come with high volatility. Due to more complete fundamental evidence chains (e.g., HBM demand, data center revenue growth), MU and AMD are regarded as "core trackable" assets; LITE and VICR are high-beta satellite positions; MXL is a small-to-mid-cap opportunity requiring observation. A true buy point must simultaneously satisfy three conditions: price has released short-term sentiment, the company's fundamentals have not deteriorated, and the portfolio has available cash and risk budget. Avoid treating every pullback as a buying opportunity.

Is SpaceX Worth Betting On? Can HYPE Still Be Chased?

BTTInferGrid 旨在構建面向 AI 推理場景的去中心化算力網路，串聯全球閒置 GPU 算力供給與 AI 推理市場的算力需求。

Nvidia 的投資佈局並非單純追求財務回報，而是圍繞「AI 全棧霸主」戰略展開的系統性生態共建。

5月CPI拆除了「核心通膨失控、6月立刻升息」的未爆彈，但並未讓美股的倒車完全停穩；現在不是全倉追反彈，而是透過分批布局和去弱留強等待FOMC落地。

離開Anthropic，奔向Musk

South Korea's Q1 crypto trading volume dropped 28% year-on-year, the steepest decline among major global markets.

Nvidia plans to issue $20 billion in bonds, leveraging its AA credit rating to lock in long-term low-cost capital.

AI牛市持續狂飆，投資者應該All In還是套現離場？

How to Strategically Trade in the World Cup Prediction Market? A Comprehensive Explanation of All Historical Football Prediction Strategies and How to Execute Them.