Odaily Odaily reports that AMD (Advanced Micro Devices) has reached an agreement with Anthropic, under which AMD will invest up to $5 billion in Anthropic and sign an AI server procurement partnership valued at tens of billions of dollars.

According to the agreement, starting from the first half of 2027, Anthropic can purchase up to 2 gigawatts of computing power in total, using AMD's next-generation Instinct MI450 chips. AMD stated that this investment will be linked to the agreed computing power deployment targets.

AMD CEO Lisa Su said that the engineering teams of both parties have initiated joint research and development, and AMD aims to deeply participate in the construction of Anthropic's computing power infrastructure. Anthropic currently utilizes multiple computing solutions, including Google TPUs, Amazon Trainium chips, and Nvidia GPUs. (The Wall Street Journal)

Odaily reported that Bonk Guy stated one major mistake many traders make is believing they must win every single trade.

He noted that even if a trader loses 90% of their trades, they can still outperform most people, because one massive winning opportunity can wipe out months of losses and completely change the overall outcome.

Unipcs added that a trader’s goal is not to win every trade, but to stay in the market long-term and wait to capture the opportunities that truly matter.

Odaily reports that Alphabet, Google's parent company, will hold its Q2 2026 earnings conference call at 4:30 AM Beijing time on July 23, with the earnings report to be released before the call.

According to Hyperinsight monitoring, ahead of the earnings release, a whale concentratedly purchased 2,978.2 GOOGL contracts before the market open, worth approximately $1.041 million, at an average entry price of $349.5. This is the only monitored new GOOGL position worth over a million dollars.

As of press time, GOOGL is down 1.5% on the day, temporarily trading at $349.6. The whale's entry price aligns with the day's intraday low after the pullback. They are currently holding this long position with 10x leverage, with an unrealized profit of approximately $186, remaining roughly flat. The liquidation price is $82, providing a downside buffer of about 76.5% from the current price. Apart from this position, the whale currently holds no other positions.

This address prefers left-side trading, having held MU positions multiple times and covering semiconductor assets like SKHX and SNDK. It typically engages in million-dollar-level short-term swings, with recent holding periods averaging around 15 hours. Losses have primarily resulted from failed attempts to anticipate trend reversals prematurely.

Odaily News: Recently, news regarding "Huang Xiaoming investing in ChangXin Technology" has sparked widespread discussion. Rumors circulated online claimed that Huang Xiaoming earned returns of approximately tens of billions of RMB from this investment.

Based on currently available information, the "Huang Xiaoming" holding equity in ChangXin Technology is not the same person as the actor Huang Xiaoming.

According to a Sanyan Community post, Weibo blogger @万能的大熊 (Universal Big Bear) verified this with the actor Huang Xiaoming himself, who clearly stated that it was not his investment. Additionally, the actual Huang Xiaoming holding shares in ChangXin is believed to be an executive of Midea Group. He indirectly holds approximately 3.17% of shares through Zhaoyin Yunting (shareholding ratio of 1.58%), the ninth-largest shareholder of ChangXin Technology. After ChangXin goes public, the value of his shares is estimated to be around 1 billion RMB.