Despite the Federal Reserve raising interest rates last week, US stocks have rallied against the trend; memory stocks continued to surge in pre-market trading today. $SanDisk Corp.(SNDK)$ climbed above 1,800—hitting a more than two-month high—while $Micron Technology(MU)$ returned to the $1,030 level, with $Western Digital(WDC)$ and $Seagate Technology PLC(STX)$ also rising. Everyone is talking about the "return of the super-cycle." However, the real signal tonight lies not in stock prices, but in the continued sharp rise of contract memory prices. 1/ In the third quarter, average selling prices (ASPs) rose by 20–30% quarter

$Berkshire Hathaway(BRK.A)$ / $Berkshire Hathaway(BRK.B)$ Disclaimer: This article is for informational purposes only and does not constitute investment advice. 💬 Discussion prompt: What is your biggest expectation or concern for Berkshire under its new dual‑track leadership? Share your views in the comments. Berkshire Hathaway has completed the final major step in its decades‑long leadership transition. Warren Buffett, 96, is stepping down as Chairman and moving to Chairman Emeritus, while his son Howard Buffett takes over the chair role. Greg Abel, who became Chief Executive Officer in January 2026, retains full operational authority over the $1.1‑trillion conglomerate.

Tonight's non-farm payrolls report was a complete surprise. August non-farm payrolls: +162,000 Market expectation: +56,000 Nearly three times the expected figure. More importantly: The unemployment rate remained at 4.1%, unchanged; Average hourly earnings increased by 0.3% month-over-month and 3.1% year-over-year; July's non-farm payrolls were also significantly revised upwards from -23,000 to +21,000. In other words, tonight's data wasn't simply a case of exceeding expectations. It's a temporary slap in the face to the market's earlier fears of a "sudden slowdown in US employment." This is certainly good news for the economy, but not necessarily for the US stock market. Because the Federal Reserve's biggest concern right now is inflation. Oil prices have already approached high levels aga

From selling shovels to building the highway, Jensen Huang is rewriting the rules of the AI game. Meanwhile, the market from September to November will face a pricing storm driven by three forces: macroeconomics, IPOs, and politics. I. $12.9 Billion: Buying Not Revenue, But the "Toll Booth of the AI World" On August 26, news shook the entire open-source AI community: $NVIDIA(NVDA)$ has agreed to acquire Hugging Face, the world's largest open-source AI collaboration platform, for $12.9 billion. This acquisition accelerates Nvidia's push toward full-stack AI ecosystem dominance. The drama of this deal lies in the fact that just at the end of 2025, Hugging Face had rejected a $500 million investment offer from Nvidia (at a roughly $7 billion valuatio

[Allin]Hi Tigers~ is your holding stocks being upgraded？ Over the past week (August 17–24), Wall Street analysts appeared to reach a quiet consensus: amid lingering macroeconomic uncertainty, capital is actively hunting for conviction. From tech titans to the AI semiconductor supply chain, from cloud software to telecom infrastructure, a wave of prominent firms issued dense clusters of rating upgrades and price-target hikes, injecting a fresh dose of optimism into the market. 1. $Apple(AAPL)$ : The Most Aggressive Bullish Signal If one stock captured the most explosive bullish signal of the week, the answer is undoubtedly Apple (AAPL). On August 17, Rothschild & Co Redburn upgraded Apple from "Neutral" to "Buy," simultaneously lifting its pric

Amid the relentless AI infrastructure investment boom, one stock has remained conspicuously undervalued — $Broadcom(AVGO)$ . With shares up only about 13% year-to-date, the stock has significantly lagged its AI peers. Yet, as demand for custom AI accelerators (XPUs) explodes and partnerships with Google, Meta, OpenAI, and Anthropic deepen, Broadcom stands at a critical inflection point to redefine the AI supply chain. We are initiating coverage with a Strong Buy rating and a $588 price target, representing roughly 50% upside from current levels. XPU: The Hidden Champion of the AI Accelerator Battlefield Unlike $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$ , whi

The current US stock market resembles a multi-faceted seesaw of optical, cloud, software, and hardware. Money hasn't truly left AI, but it's been constantly shifting between these sectors. The most typical example is the past two days. On the 12th, after Lumentum's earnings report, optical communications once again became the market focus. $Lumentum(LITE)$ 's latest quarterly revenue was $1.01 billion, a year-over-year increase of 109%. The midpoint of its next quarterly revenue guidance is around $1.25 billion, and management continues to emphasize the demand for high-speed optical connections in AI data centers. On the same day, CRWV and NBIS also performed strongly. $CoreWeave, Inc.(CRWV)$ 's second-qu