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Podcast Notes | Jensen Huang's Latest Interview: Chip Industry Needs to Expand Another 5 to 10 Times, Chinese Models Benefit Everyone
China has more AI researchers than the rest of the world combined. It is destined that China will become extraordinary in this field.
Podcast Notes | Musk Spent 1 Billion Out of His Own Pocket to Buy a Fleet of Power Generators, Just to Power GPUs?
Energy itself is abundant, but connecting it to GPU clusters is extremely difficult. Smart money is already moving into the power sector.
Podcast Notes | Conversation with Morgan Stanley CEO Jamie Dimon: I'm Not Buying US Stocks or Long-Term Bonds Right Now, Returns on AI Investments Might Differ From Your Expectations
"When I look at AI itself, the money poured into it is enormous. Will there be a return overall? Probably, just like the internet. But will the returns come in the way and timing you expect? Absolutely not."
Podcast Notes | Investment Guru Bill Ackman: Sold Alphabet, Added to Microsoft Position, Betting on AI Infrastructure
$14 billion bet on just 11 stocks, just reduced Google position to switch $2 billion into Microsoft, if you want to copy the portfolio you can directly buy the PSUS fund.
Podcast Notes｜Conversation with GSR Head of Asset Management: To Tell If This Round of Crypto Rebound Is Real or Fake, Just Check the Lending Rates on Aave
If Aave's borrow rate is similar to Treasury yields, it indicates that no one is in a hurry to leverage up, and we are still far from a true trend reversal.
Podcast Notes｜Morningstar Chief Strategist's 5 Stock Picks
Intercontinental Exchange (ICE), American Tower (AMT), Northrop Grumman (NOC), Hershey (HSY) and Amazon (AMZN).
Exclusive Interview with Ultiland CEO Stark: From Art & Culture IP Vault to AI Asset Valuation Model, How ARTX Paves the TradFi Path for Art & Culture Assets
Art is just our starting point, not the boundary.
Bank of America Research Report Analysis: Bull-Bear Indicator Rises to 9.6, Historical Level Corresponds to "Sell Signal"
Bank of America's conclusion: Retreat or rotation; adding positions is not an option.
Podcast Notes | Conversation with Former NYSE Market Maker: Watch These 7 Signals to Confirm BTC Bottom, Don't Just Focus on Price
If you are waiting for BTC at 40,000 to 50,000, adjusted for M2 money supply, you have already reached it.
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