AI Reshapes the Semiconductor "Smile Curve"

Solana Treasury-backed listed company mergers blocked, BTC and ETH treasury companies' buying pressure solidifies.

Aletheia Capital raises SK Hynix target price to approximately $3,500, far exceeding mainstream institutions.

Cross-market asset dashboard, PM betting monitor, investment map, and personal operations console—all quite basic, but very useful.

Translation demands faithfulness, expressiveness, and elegance. What Xiaohongshu must hold onto is faithfulness.

Geopolitics Is Macroeconomic Fundamentals

Trump and Vance have signed the US-Iran Memorandum of Understanding.

Wherever electricity is used, copper is indispensable.

It's Not the Model, It's the Learning Loop

Behind the AI Infrastructure Frenzy, Nearly $2 Trillion in Hidden Debts Lurk Off the Books, with a Depreciation Shock on the Horizon.

The real winners of this material substitution are not the memory manufacturers, but the upstream companies selling equipment and consumables.

It turns out that Liuliumei (LLM) is the "authentic AI large language model stock."

On the first day of predictions, Qwen gave its all, while Grok and Claude mostly resembled NPCs.

After the Ironwood upgrade, users can personally verify whether Zcash has been overissued.

最支持监管的AI公司，先被监管铁拳砸中

The market widely expects the Bank of Japan to raise interest rates on June 16, potentially amplifying volatility in high-beta assets.