AI is shifting from "funded by profits" to "expansion through debt"—a key signal of this cycle.

Growth drivers are expanding from leading AI labs and hyperscale cloud providers to networking, CPU, Neocloud, Sovereign AI, and industrial enterprise markets.

USDC shrinking, Robinhood launching a chain, Strategy selling coins – what new variables are repricing them?

From Meta, CXMT, and South Korea's capacity expansion, to DRAM/NAND prices and cloud capital expenditures, no substantial reversal has occurred in either industry demand or the pace of capacity release.

The opportunity may not be limited to humanoid robots, but spans the entire industrial chain from computing power and simulation to real-world deployment.

The AI narrative is not over, but capital is shifting from broad CapEx themes to verifiable areas such as storage, optical interconnects, power, and data center infrastructure.

Several dozen high-net-worth investors from diverse global markets, alongside the core MSX team, gathered in Hong Kong to explore the long-term opportunities of tokenized assets.

My AI investments haven't paid off yet, so are tech giants really sitting on excess computing power?

When capital trades around the same set of expectations, SK Hynix is becoming a "thermometer" for global AI sentiment.

Amid the current "turbulence" in Korean and US stock markets, a quarterly report that merely "meets expectations" may no longer be sufficient.

Interest rates remained unchanged, but the Fed's policy playbook, market expectations, and the pricing framework for risk assets have all changed.

This FOMC meeting is likely to hold rates steady, and how Walsh changes the Fed's pricing framework is the real focal point.

After a 300% return on Cerebras in May, MSX delivered its second "perfect score" on the night of the SpaceX IPO.

Regardless of the earnings data, Oracle cannot avoid one question: can AI cloud orders generate a sufficiently high return on capital?

The capital market is about to welcome a super giant, and for the first time, commercial aerospace has a clear public market pricing anchor.