Samsung's profits are expected to surpass those of Apple, Microsoft, and Alphabet, as memory chip giants collectively break into the top ten of the global profit rankings.

這究竟是史上最大的雲端運算訂單，還是史上最體面的財務魔術？

投資的本質，就是找到價格錯配。

42億收購Equiniti，Bullish押注RWA萬億藍海

Micron 和 Sandisk 仍都被低估，但 Sandisk 的隱含上漲空間更大

忘掉輝達，押注Bloom Energy，他具體是怎麼想的？

The only VC still capable of raising big money to continue betting on crypto is a16z.

The market has already begun to bet on whether Strategy will break its "Never Sell" pledge.

AI革命的「賣鏟人」，正從GPU切到記憶體那一端

Pavel Durov承諾，2-3週之後，TON將改頭換面。

Delving into the front lines to identify and screen current hot events, providing value interpretation, commentary, and principle analysis.

Betting Strategies for Both Large and Small Capital, and Low-Hanging Fruit for Non-Insiders.

一句「very soon」炒熱情緒，但資金並未押注「馬上發幣」，年內發行機率僅過五成。

許多裁員計畫原本就會發生，現在卻被AI所粉飾。

From Monetary Expansion to Policy Restructuring, the Real Variables Are Shifting to Institutions and Expectations

Bitcoin has arrived at its most critical price juncture in months—the $80,000 to $81,000 range, a true fork in the road determining the bull-bear direction. If it breaks through and consolidates, the consolidation phase is over, presenting an opportunity for long positioning; if it fails, the risk of a false breakout cannot be underestimated, and the cost of chasing longs could far exceed missing the move.