有货之币人民币 personal page - To The Moon

有货之币人民币

有货之币人民币

No personal profile

3Follow

0Followers

0Topic

0Badge

有货之币人民币

04-10

$Palantir Technologies Inc.(PLTR)$ the AI that sent trump to Iran trap. I think the usa soldiers were inside C130 aircrafts where usa bombing happened. Another AI plan?

有货之币人民币

2025-08-05

$三倍做空半导体ETF-Direxion Daily(SOXS)$ $英伟达(NVDA)$ here come HRM! 1/1000 smaller than normal reasoning model, yet outperform o3 mini. https://www.sapient.inc/blog/5

有货之币人民币

04-24 11:55

$三倍做空半导体ETF-Direxion Daily(SOXS)$ deepseek v4 is coming! 1 million token coding agent, overtake GLM 5.1. End to end training in Huawei chips?

有货之币人民币

04-24 10:28

And all buying coding plan from china. Why? 🤔

有货之币人民币

2025-10-29

$英伟达(NVDA)$ China analog AI processing on mimo beaming is 100x faster on 40nm node. Paradigm shift is coming.

有货之币人民币

2025-10-28

$三倍做空半导体ETF-Direxion Daily(SOXS)$ The USA representatives may not told the truths about what happened in Malaysia. China rare earth mineral control will still be effective by December. Silicon valley companies quited war department projects?

有货之币人民币

2024-07-20

Microsoft "giant" kernel is the root cause here. Linux is better with docker, but harmony OS is way better with real micro kernel. Mac? It happens to be low usage for good reasons. Apple fans will never understand that reasons. If we still believe in capitalism, why are we having this kernel choosen for running this world and yet got yesterday result? Harmony os is the os for china electric grid and think about the up time of china grid vs usa. The future is worrying for nasdaq.

有货之币人民币

2025-12-17

$英伟达(NVDA)$ TurboDiffusion: Accelerating Video Diffusion Models by 100–205 Times.

有货之币人民币

2022-12-03

$BIDU-SW(09888)$ Good bye capitalism. Welcome socialism.

有货之币人民币

2025-09-30

$英伟达(NVDA)$ Heard deepseek 3.2 just released, and Huawei cloud already serving....

Go to Tiger App to see more news

{"i18n":{"language":"en_US"},"userPageInfo":{"id":"3562149731604888","uuid":"3562149731604888","gmtCreate":1599055708802,"gmtModify":1730352544393,"name":"有货之币人民币","pinyin":"yhzbrmbyouhuozhibirenminbi","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":3,"tweetSize":26,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-4","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Tiger Star","description":"Join the tiger community for 2000 days","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"44212b71d0be4ec88898348dbe882e03-2","templateUuid":"44212b71d0be4ec88898348dbe882e03","name":"Executive Tiger","description":"The transaction amount of the securities account reaches $300,000","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.01","exceedPercentage":"80.56%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.08","exceedPercentage":"93.24%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"7a9f168ff73447fe856ed6c938b61789-1","templateUuid":"7a9f168ff73447fe856ed6c938b61789","name":"Knowledgeable Investor","description":"Traded more than 10 stocks","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":12,"crmLevelSwitch":0,"location":null,"starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":557032972661856,"gmtCreate":1777002932895,"gmtModify":1777005245465,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a><v-v data-views=\"1\"></v-v> deepseek v4 is coming! 1 million token coding agent, overtake GLM 5.1. End to end training in Huawei chips?","listText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a><v-v data-views=\"1\"></v-v> deepseek v4 is coming! 1 million token coding agent, overtake GLM 5.1. End to end training in Huawei chips?","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ deepseek v4 is coming! 1 million token coding agent, overtake GLM 5.1. End to end training in Huawei chips?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/557032972661856","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"content":"The breakthrough is context windows saving in GPU vram. 10% only vs current models.","text":"The breakthrough is context windows saving in GPU vram. 10% only vs current models.","html":"The breakthrough is context windows saving in GPU vram. 10% only vs current models."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":556935963816128,"gmtCreate":1776997727747,"gmtModify":1776997731383,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"And all buying coding plan from china. Why? 🤔&nbsp;","listText":"And all buying coding plan from china. Why? 🤔&nbsp;","text":"And all buying coding plan from china. Why? 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556935963816128","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":552198650606896,"gmtCreate":1775825037533,"gmtModify":1775826632798,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> the AI that sent trump to Iran trap. I think the usa soldiers were inside C130 aircrafts where usa bombing happened. Another AI plan?","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> the AI that sent trump to Iran trap. I think the usa soldiers were inside C130 aircrafts where usa bombing happened. Another AI plan?","text":"$Palantir Technologies Inc.(PLTR)$ the AI that sent trump to Iran trap. I think the usa soldiers were inside C130 aircrafts where usa bombing happened. Another AI plan?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":52,"commentSize":0,"repostSize":132,"link":"https://ttm.financial/post/552198650606896","isVote":1,"tweetType":1,"viewCount":4648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":515159686930512,"gmtCreate":1766799065821,"gmtModify":1766799069261,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> buying stock without studying research papers? Time to Google, TurboDiffusion.&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> buying stock without studying research papers? Time to Google, TurboDiffusion.&nbsp;","text":"$英伟达(NVDA)$ buying stock without studying research papers? Time to Google, TurboDiffusion.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/515159686930512","isVote":1,"tweetType":1,"viewCount":721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511791811596960,"gmtCreate":1765976817159,"gmtModify":1765977901765,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> TurboDiffusion:&nbsp; Accelerating Video Diffusion Models by 100–205 Times.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> TurboDiffusion:&nbsp; Accelerating Video Diffusion Models by 100–205 Times.","text":"$英伟达(NVDA)$ TurboDiffusion: Accelerating Video Diffusion Models by 100–205 Times.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511791811596960","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494552019615864,"gmtCreate":1761750197651,"gmtModify":1761750200910,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> China analog AI processing on mimo beaming is 100x faster on 40nm node. Paradigm shift is coming.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> China analog AI processing on mimo beaming is 100x faster on 40nm node. Paradigm shift is coming.","text":"$英伟达(NVDA)$ China analog AI processing on mimo beaming is 100x faster on 40nm node. Paradigm shift is coming.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/494552019615864","isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494125623222416,"gmtCreate":1761662313827,"gmtModify":1761662317515,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> The USA representatives may not told the truths about what happened in Malaysia. China rare earth mineral control will still be effective by December. Silicon valley companies quited&nbsp;war department projects?","listText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> The USA representatives may not told the truths about what happened in Malaysia. China rare earth mineral control will still be effective by December. Silicon valley companies quited&nbsp;war department projects?","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ The USA representatives may not told the truths about what happened in Malaysia. China rare earth mineral control will still be effective by December. Silicon valley companies quited war department projects?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494125623222416","isVote":1,"tweetType":1,"viewCount":1911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":484150103351856,"gmtCreate":1759169000330,"gmtModify":1759169003846,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> Heard deepseek 3.2 just released, and Huawei cloud already serving....","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> Heard deepseek 3.2 just released, and Huawei cloud already serving....","text":"$英伟达(NVDA)$ Heard deepseek 3.2 just released, and Huawei cloud already serving....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484150103351856","isVote":1,"tweetType":1,"viewCount":1128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464419024543864,"gmtCreate":1754394754738,"gmtModify":1754426020849,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> here come HRM! 1/1000 smaller than normal reasoning model, yet outperform o3 mini.&nbsp;https://www.sapient.inc/blog/5&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> here come HRM! 1/1000 smaller than normal reasoning model, yet outperform o3 mini.&nbsp;https://www.sapient.inc/blog/5&nbsp;","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ $英伟达(NVDA)$ here come HRM! 1/1000 smaller than normal reasoning model, yet outperform o3 mini. https://www.sapient.inc/blog/5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/464419024543864","isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":460055360758416,"gmtCreate":1753286478492,"gmtModify":1753287970780,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a><v-v data-views=\"1\"></v-v> qwen3 coder, another deepseek moment. Same Claude 4 performance, 50% price. Dollar in RMB.","listText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a><v-v data-views=\"1\"></v-v> qwen3 coder, another deepseek moment. Same Claude 4 performance, 50% price. Dollar in RMB.","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ qwen3 coder, another deepseek moment. Same Claude 4 performance, 50% price. Dollar in RMB.","images":[{"img":"https://community-static.tradeup.com/news/66daf10548e2ccc7e061bea136ce6847","width":"1920","height":"1852"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/460055360758416","isVote":1,"tweetType":1,"viewCount":1322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":457315047129440,"gmtCreate":1752686076686,"gmtModify":1752686079677,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a><v-v data-views=\"1\"></v-v> Huawei 920 is coming. Good luck Nvidia.&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a><v-v data-views=\"1\"></v-v> Huawei 920 is coming. Good luck Nvidia.&nbsp;","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ Huawei 920 is coming. Good luck Nvidia.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/457315047129440","isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":429693083226544,"gmtCreate":1745928671542,"gmtModify":1745928676352,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> Qwen3-235B-A22B is only 1/3 of deepseek R1 GPU usage with better performance!","listText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> Qwen3-235B-A22B is only 1/3 of deepseek R1 GPU usage with better performance!","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ Qwen3-235B-A22B is only 1/3 of deepseek R1 GPU usage with better performance!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/429693083226544","isVote":1,"tweetType":1,"viewCount":1418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":409903890690440,"gmtCreate":1741103079928,"gmtModify":1741105643110,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> china gov pro RISC-V now.&nbsp;","listText":"<a href=\"https://ttm.financial/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> china gov pro RISC-V now.&nbsp;","text":"$英特尔(INTC)$ china gov pro RISC-V now.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/409903890690440","isVote":1,"tweetType":1,"viewCount":1637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397587279987072,"gmtCreate":1738092226015,"gmtModify":1738108609808,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> welcome to https://github.com/deepseek-ai/Janus&nbsp;","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> welcome to https://github.com/deepseek-ai/Janus&nbsp;","text":"$英伟达(NVDA)$ welcome to https://github.com/deepseek-ai/Janus","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/397587279987072","isVote":1,"tweetType":1,"viewCount":1522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329469043552552,"gmtCreate":1721442448722,"gmtModify":1721442454144,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"The \"giant\" kernel of Microsoft is worrying. Linux is way better with containers. But the best is harmony OS, which is the OS for china electricity power grid.&nbsp; Ask ourselves what's the uptime of china power grid vs the usa. If we believe in capitalism, why the giant os is chosen to run the world systems and had yesterday result? It is already not the first worldwide outage. Capitalism is lazy.&nbsp; The future is worrying for nasdaq. The near&nbsp;future is definitely not AI os while 33.33 is larger than 33.9. Best regards, Your AI engineer.","listText":"The \"giant\" kernel of Microsoft is worrying. Linux is way better with containers. But the best is harmony OS, which is the OS for china electricity power grid.&nbsp; Ask ourselves what's the uptime of china power grid vs the usa. If we believe in capitalism, why the giant os is chosen to run the world systems and had yesterday result? It is already not the first worldwide outage. Capitalism is lazy.&nbsp; The future is worrying for nasdaq. The near&nbsp;future is definitely not AI os while 33.33 is larger than 33.9. Best regards, Your AI engineer.","text":"The \"giant\" kernel of Microsoft is worrying. Linux is way better with containers. But the best is harmony OS, which is the OS for china electricity power grid. Ask ourselves what's the uptime of china power grid vs the usa. If we believe in capitalism, why the giant os is chosen to run the world systems and had yesterday result? It is already not the first worldwide outage. Capitalism is lazy. The future is worrying for nasdaq. The near future is definitely not AI os while 33.33 is larger than 33.9. Best regards, Your AI engineer.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/329469043552552","isVote":1,"tweetType":1,"viewCount":2208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329467337629912,"gmtCreate":1721442021026,"gmtModify":1721442032597,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"Microsoft \"giant\" kernel is the root cause here. Linux is better with docker, but harmony OS is way better with real micro kernel.&nbsp; Mac? It happens to be low usage for good reasons. Apple fans will never understand that reasons. If we still believe in capitalism, why are we having this kernel choosen for running this world and yet got yesterday result?&nbsp; Harmony os is the os for china electric grid and think about the up time of china grid vs usa.&nbsp; The future is worrying for nasdaq.","listText":"Microsoft \"giant\" kernel is the root cause here. Linux is better with docker, but harmony OS is way better with real micro kernel.&nbsp; Mac? It happens to be low usage for good reasons. Apple fans will never understand that reasons. If we still believe in capitalism, why are we having this kernel choosen for running this world and yet got yesterday result?&nbsp; Harmony os is the os for china electric grid and think about the up time of china grid vs usa.&nbsp; The future is worrying for nasdaq.","text":"Microsoft \"giant\" kernel is the root cause here. Linux is better with docker, but harmony OS is way better with real micro kernel. Mac? It happens to be low usage for good reasons. Apple fans will never understand that reasons. If we still believe in capitalism, why are we having this kernel choosen for running this world and yet got yesterday result? Harmony os is the os for china electric grid and think about the up time of china grid vs usa. The future is worrying for nasdaq.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/329467337629912","isVote":1,"tweetType":1,"viewCount":2744,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000143","authorId":"9000000000000143","name":"wubbie","avatar":"https://static.tigerbbs.com/e8949243b5b991e5aaeac1e019f51299","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000143","authorIdStr":"9000000000000143"},"content":"The major glitch we experienced this week is exactly the reason you own and stick with a company like Microsoft. Business process and adjustments need and will be made.","text":"The major glitch we experienced this week is exactly the reason you own and stick with a company like Microsoft. Business process and adjustments need and will be made.","html":"The major glitch we experienced this week is exactly the reason you own and stick with a company like Microsoft. Business process and adjustments need and will be made."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964055375,"gmtCreate":1670038719097,"gmtModify":1676538293908,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$ &nbsp;</a> Good bye capitalism.&nbsp; Welcome socialism.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$ &nbsp;</a> Good bye capitalism.&nbsp; Welcome socialism.&nbsp;","text":"$BIDU-SW(09888)$ Good bye capitalism. Welcome socialism.","images":[{"img":"https://community-static.tradeup.com/news/981fc8108f5e773e5387853a32f2c2e9","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9964055375","isVote":1,"tweetType":1,"viewCount":2913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":106463043,"gmtCreate":1620139855782,"gmtModify":1704339231875,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"Vaccinated 2 doses of Pfizer yet died in India covid-19 infection.RIP, Dr rajendra kapilahttps://www.sohu.com/a/464561049_260616?spm=smpc.news-home.pol-subject-news.8.16201323542707PCE4c7&amp;_f=index_chan08pol_socnews_7","listText":"Vaccinated 2 doses of Pfizer yet died in India covid-19 infection.RIP, Dr rajendra kapilahttps://www.sohu.com/a/464561049_260616?spm=smpc.news-home.pol-subject-news.8.16201323542707PCE4c7&amp;_f=index_chan08pol_socnews_7","text":"Vaccinated 2 doses of Pfizer yet died in India covid-19 infection.RIP, Dr rajendra kapilahttps://www.sohu.com/a/464561049_260616?spm=smpc.news-home.pol-subject-news.8.16201323542707PCE4c7&_f=index_chan08pol_socnews_7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106463043","isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368511555,"gmtCreate":1614337298277,"gmtModify":1704770848325,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"Important to have AI to copy text with proper space characters ..&nbsp;","listText":"Important to have AI to copy text with proper space characters ..&nbsp;","text":"Important to have AI to copy text with proper space characters ..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368511555","repostId":"1125238969","repostType":4,"repost":{"id":"1125238969","kind":"news","pubTimestamp":1614311542,"share":"https://ttm.financial/m/news/1125238969?lang=en_US&edition=fundamental","pubTime":"2021-02-26 11:52","market":"us","language":"en","title":"Bitcoin May Be Weighing on Tech Stocks Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1125238969","media":"Barrons","summary":"“Blame it on Bitcoin” may be a new catchphrase if the tech sector keeps sinking.Semiconductor makerN","content":"<p>“Blame it on Bitcoin” may be a new catchphrase if the tech sector keeps sinking.</p><p>Semiconductor makerNvidia(ticker: NVDA) was down 8.2%, at $532.3, in recent trading amid a broader rout in the tech-heavyNasdaq Compositeindex. The chip stock stands out because the company issueda strong earnings reportWednesday, including a lift from products related to Bitcoin and other cryptocurrencies.</p><p>Payments app&nbsp;Square(SQ), meanwhile, also continued its slide, down 4.3%, at $227.11. The company’srelatively strong&nbsp;earnings report on Tuesday included investments and operational gains from Bitcoin, and the firm said it plans to “double down” on the digital coin. That may be weighing on the stock, which is down nearly 20% in the last few sessions as&nbsp;Bitcoin prices have slumped.</p><p>Tech is under pressure for other reasons: Steep valuations have made the sector vulnerable to weakness in company forecasts. Rising bond yields pose a threat by pressuring the present value of future cash flows. Big Tech is also a crowded trade that could be losing favor as investors look for more-cyclical exposure or sectors with lower valuations.</p><p>But the trading patterns in Nvidia, Square,Tesla(TSLA), and other stocks may also be a sign of Bitcoin’s growing influence. Companies are plowing capital into Bitcoin directly and related products and services, expanding exposure at a time when prices have skyrocketed more than 350% in the past year. Despite its recent slide, Bitcoin is still up 67% this year.</p><p>Crypto is&nbsp;certainly gathering momentum.Mastercard&nbsp;(MA) said this month that it would start supporting cryptocurrencies directly on its network, noting that many consumers are already using cards to buy crypto assets. But it would still be a stretch to turn Bitcoin into a viable currency for everyday purchases, a&nbsp;Mastercard&nbsp;executive noted at a conference on Thursday.</p><p>“Bitcoin doesn’t behave like a payment instrument,” said Mastercard Executive Vice Chair Ann Cairns, according to a&nbsp;report&nbsp;on MarketWatch. “It’s too volatile and it takes too long to transact.”</p><p>Whether it becomes an asset class or payment instrument, the rise (and potential fall) of Bitcoin is ripping through corners of tech, banking, and other sectors.</p><p>Nvidia, for instance, issued animpressiveearnings report, as<i>Barron’s</i>noted. But it’s also becoming more of a crypto play.</p><p>The company said crypto may have had a $100 million to $300 million positive impact in the quarter. The firm is launching a new line of cryptocurrency mining processors, or CMPs, for professional crypto-mining.</p><p>“Cryptocurrencies have recently started to be accepted by companies and financial institutions and show increased signs of staying power,” Nvidia told investors. Its new line of CMPs will give the firm more visibility into the contribution of crypto to revenue, the company added.</p><p>Some analysts are questioning the sustainability of the trend.Piper Sandler’s Harsh Kumarreiterated an Overweight rating on the shares, for instance, but cautioned about Nvidia’s growing exposure to crypto.</p><p>“With cryptocurrency entering the picture again, the delineation between crypto and core gaming upside is blurred,” he writes. “We feel investors may question the sustainability of these trends, particularly given the cryptocurrency issues in the past.”</p><p>Payments app Square, as noted above, is also now squarely in the Bitcoin debate. While core business trends are looking healthy, investors may be concerned that Square is expanding into crypto as prices peak. The company purchased $170 million of Bitcoin in the quarter, on top of $50 million previously purchased, and is marketing its Cash App as a mechanism to buy, store, and eventually transact with the cryptocurrency.</p><p>Wall Street has mixed views on that idea. Competitors like&nbsp;PayPal Holdings(PYPL) are also plowing into Bitcoin, along with other “neobbank” competitors, notes&nbsp;JMP analyst David Scharf. That raises questions about the long-term “stickiness” of Cash App and whether its growth can be sustained.</p><p>Indeed, Cash App now accounts for about half of Square’s gross profits, and the company is counting on Bitcoin to fuel demand. That is making Square stock a kind of derivative on Bitcoin; shares have been increasingly correlated to the price of Bitcoin over the past year, and the relationship may only be getting tighter.</p><p>Square stock also may not be fully accounting for the volatility of Bitcoin, which has had several boom-bust cycles. At around 100 estimated 2022 Ebitda (earnings before interest, taxes, depreciation, and amortization), the stock looks fully valued, according to Scharf, who maintained a Market Perform rating.</p><p>Guggenheim’s Jeff Cantwell&nbsp;took the opposite side of that debate. He upgraded Square stock to a Buy on Thursday, partly on an upbeat outlook for Bitcoin. “We think Bitcoin is on a long-term trajectory higher,” he writes, adding that it should drive an increase in Cash App usage and other metrics.</p><p>He doesn’t see Bitcoin becoming a currency used for mainstream purchases anytime soon. But that’s beside the point, he notes, since Bitcoin is turning into “digital gold”—a store of value and an asset class. There are 50 million digital Bitcoin wallets globally, a large and growing user base, he notes. Square is doing its part to take Bitcoin mainstream.</p><p>Cantwell sees Square stock hitting $288. Bitcoin may have to do its part for the stock to get there, too.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bitcoin May Be Weighing on Tech Stocks Again</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBitcoin May Be Weighing on Tech Stocks Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-26 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/bitcoin-may-be-weighing-on-tech-stocks-again-investors-should-be-wary-51614284904?mod=hp_LEAD_2_B_1><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“Blame it on Bitcoin” may be a new catchphrase if the tech sector keeps sinking.Semiconductor makerNvidia(ticker: NVDA) was down 8.2%, at $532.3, in recent trading amid a broader rout in the tech-...</p>\n\n<a href=\"https://www.barrons.com/articles/bitcoin-may-be-weighing-on-tech-stocks-again-investors-should-be-wary-51614284904?mod=hp_LEAD_2_B_1\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达",".DJI":"道琼斯","TSLA":"特斯拉","PYPL":"PayPal","GBTC":"比特币ETF-Grayscale",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://www.barrons.com/articles/bitcoin-may-be-weighing-on-tech-stocks-again-investors-should-be-wary-51614284904?mod=hp_LEAD_2_B_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125238969","content_text":"“Blame it on Bitcoin” may be a new catchphrase if the tech sector keeps sinking.Semiconductor makerNvidia(ticker: NVDA) was down 8.2%, at $532.3, in recent trading amid a broader rout in the tech-heavyNasdaq Compositeindex. The chip stock stands out because the company issueda strong earnings reportWednesday, including a lift from products related to Bitcoin and other cryptocurrencies.Payments app Square(SQ), meanwhile, also continued its slide, down 4.3%, at $227.11. The company’srelatively strong earnings report on Tuesday included investments and operational gains from Bitcoin, and the firm said it plans to “double down” on the digital coin. That may be weighing on the stock, which is down nearly 20% in the last few sessions as Bitcoin prices have slumped.Tech is under pressure for other reasons: Steep valuations have made the sector vulnerable to weakness in company forecasts. Rising bond yields pose a threat by pressuring the present value of future cash flows. Big Tech is also a crowded trade that could be losing favor as investors look for more-cyclical exposure or sectors with lower valuations.But the trading patterns in Nvidia, Square,Tesla(TSLA), and other stocks may also be a sign of Bitcoin’s growing influence. Companies are plowing capital into Bitcoin directly and related products and services, expanding exposure at a time when prices have skyrocketed more than 350% in the past year. Despite its recent slide, Bitcoin is still up 67% this year.Crypto is certainly gathering momentum.Mastercard (MA) said this month that it would start supporting cryptocurrencies directly on its network, noting that many consumers are already using cards to buy crypto assets. But it would still be a stretch to turn Bitcoin into a viable currency for everyday purchases, a Mastercard executive noted at a conference on Thursday.“Bitcoin doesn’t behave like a payment instrument,” said Mastercard Executive Vice Chair Ann Cairns, according to a report on MarketWatch. “It’s too volatile and it takes too long to transact.”Whether it becomes an asset class or payment instrument, the rise (and potential fall) of Bitcoin is ripping through corners of tech, banking, and other sectors.Nvidia, for instance, issued animpressiveearnings report, asBarron’snoted. But it’s also becoming more of a crypto play.The company said crypto may have had a $100 million to $300 million positive impact in the quarter. The firm is launching a new line of cryptocurrency mining processors, or CMPs, for professional crypto-mining.“Cryptocurrencies have recently started to be accepted by companies and financial institutions and show increased signs of staying power,” Nvidia told investors. Its new line of CMPs will give the firm more visibility into the contribution of crypto to revenue, the company added.Some analysts are questioning the sustainability of the trend.Piper Sandler’s Harsh Kumarreiterated an Overweight rating on the shares, for instance, but cautioned about Nvidia’s growing exposure to crypto.“With cryptocurrency entering the picture again, the delineation between crypto and core gaming upside is blurred,” he writes. “We feel investors may question the sustainability of these trends, particularly given the cryptocurrency issues in the past.”Payments app Square, as noted above, is also now squarely in the Bitcoin debate. While core business trends are looking healthy, investors may be concerned that Square is expanding into crypto as prices peak. The company purchased $170 million of Bitcoin in the quarter, on top of $50 million previously purchased, and is marketing its Cash App as a mechanism to buy, store, and eventually transact with the cryptocurrency.Wall Street has mixed views on that idea. Competitors like PayPal Holdings(PYPL) are also plowing into Bitcoin, along with other “neobbank” competitors, notes JMP analyst David Scharf. That raises questions about the long-term “stickiness” of Cash App and whether its growth can be sustained.Indeed, Cash App now accounts for about half of Square’s gross profits, and the company is counting on Bitcoin to fuel demand. That is making Square stock a kind of derivative on Bitcoin; shares have been increasingly correlated to the price of Bitcoin over the past year, and the relationship may only be getting tighter.Square stock also may not be fully accounting for the volatility of Bitcoin, which has had several boom-bust cycles. At around 100 estimated 2022 Ebitda (earnings before interest, taxes, depreciation, and amortization), the stock looks fully valued, according to Scharf, who maintained a Market Perform rating.Guggenheim’s Jeff Cantwell took the opposite side of that debate. He upgraded Square stock to a Buy on Thursday, partly on an upbeat outlook for Bitcoin. “We think Bitcoin is on a long-term trajectory higher,” he writes, adding that it should drive an increase in Cash App usage and other metrics.He doesn’t see Bitcoin becoming a currency used for mainstream purchases anytime soon. But that’s beside the point, he notes, since Bitcoin is turning into “digital gold”—a store of value and an asset class. There are 50 million digital Bitcoin wallets globally, a large and growing user base, he notes. Square is doing its part to take Bitcoin mainstream.Cantwell sees Square stock hitting $288. Bitcoin may have to do its part for the stock to get there, too.","news_type":1,"symbols_score_info":{".IXIC":0.9,"PYPL":0.9,"TSLA":0.9,"BTCmain":0.9,"SQ":0.9,"XBTmain":0.9,"GBTC":0.9,"NVDA":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":368811430,"gmtCreate":1614306752120,"gmtModify":1704770440476,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562149731604888","authorIdStr":"3562149731604888"},"themes":[],"title":"","htmlText":"The worst thing is, we have wall Street that never work, only drink and eat.","listText":"The worst thing is, we have wall Street that never work, only drink and eat.","text":"The worst thing is, we have wall Street that never work, only drink and eat.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/368811430","repostId":"1138521814","repostType":4,"isVote":1,"tweetType":1,"viewCount":2142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":552198650606896,"gmtCreate":1775825037533,"gmtModify":1775826632798,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562149731604888","idStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> the AI that sent trump to Iran trap. I think the usa soldiers were inside C130 aircrafts where usa bombing happened. Another AI plan?","listText":"<a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> the AI that sent trump to Iran trap. I think the usa soldiers were inside C130 aircrafts where usa bombing happened. Another AI plan?","text":"$Palantir Technologies Inc.(PLTR)$ the AI that sent trump to Iran trap. I think the usa soldiers were inside C130 aircrafts where usa bombing happened. Another AI plan?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":52,"commentSize":0,"repostSize":132,"link":"https://ttm.financial/post/552198650606896","isVote":1,"tweetType":1,"viewCount":4648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":464419024543864,"gmtCreate":1754394754738,"gmtModify":1754426020849,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562149731604888","idStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> here come HRM! 1/1000 smaller than normal reasoning model, yet outperform o3 mini.&nbsp;https://www.sapient.inc/blog/5&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a>&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> here come HRM! 1/1000 smaller than normal reasoning model, yet outperform o3 mini.&nbsp;https://www.sapient.inc/blog/5&nbsp;","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ $英伟达(NVDA)$ here come HRM! 1/1000 smaller than normal reasoning model, yet outperform o3 mini. https://www.sapient.inc/blog/5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/464419024543864","isVote":1,"tweetType":1,"viewCount":1173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":557032972661856,"gmtCreate":1777002932895,"gmtModify":1777005245465,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562149731604888","idStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a><v-v data-views=\"1\"></v-v> deepseek v4 is coming! 1 million token coding agent, overtake GLM 5.1. End to end training in Huawei chips?","listText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a><v-v data-views=\"1\"></v-v> deepseek v4 is coming! 1 million token coding agent, overtake GLM 5.1. End to end training in Huawei chips?","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ deepseek v4 is coming! 1 million token coding agent, overtake GLM 5.1. End to end training in Huawei chips?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/557032972661856","isVote":1,"tweetType":1,"viewCount":649,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3562149731604888","idStr":"3562149731604888"},"content":"The breakthrough is context windows saving in GPU vram. 10% only vs current models.","text":"The breakthrough is context windows saving in GPU vram. 10% only vs current models.","html":"The breakthrough is context windows saving in GPU vram. 10% only vs current models."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":556935963816128,"gmtCreate":1776997727747,"gmtModify":1776997731383,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562149731604888","idStr":"3562149731604888"},"themes":[],"title":"","htmlText":"And all buying coding plan from china. Why? 🤔&nbsp;","listText":"And all buying coding plan from china. Why? 🤔&nbsp;","text":"And all buying coding plan from china. Why? 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/556935963816128","isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494552019615864,"gmtCreate":1761750197651,"gmtModify":1761750200910,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562149731604888","idStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> China analog AI processing on mimo beaming is 100x faster on 40nm node. Paradigm shift is coming.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> China analog AI processing on mimo beaming is 100x faster on 40nm node. Paradigm shift is coming.","text":"$英伟达(NVDA)$ China analog AI processing on mimo beaming is 100x faster on 40nm node. Paradigm shift is coming.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/494552019615864","isVote":1,"tweetType":1,"viewCount":932,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":494125623222416,"gmtCreate":1761662313827,"gmtModify":1761662317515,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562149731604888","idStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> The USA representatives may not told the truths about what happened in Malaysia. China rare earth mineral control will still be effective by December. Silicon valley companies quited&nbsp;war department projects?","listText":"<a href=\"https://ttm.financial/S/SOXS\">$三倍做空半导体ETF-Direxion Daily(SOXS)$&nbsp;</a> The USA representatives may not told the truths about what happened in Malaysia. China rare earth mineral control will still be effective by December. Silicon valley companies quited&nbsp;war department projects?","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ The USA representatives may not told the truths about what happened in Malaysia. China rare earth mineral control will still be effective by December. Silicon valley companies quited war department projects?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/494125623222416","isVote":1,"tweetType":1,"viewCount":1911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329467337629912,"gmtCreate":1721442021026,"gmtModify":1721442032597,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562149731604888","idStr":"3562149731604888"},"themes":[],"title":"","htmlText":"Microsoft \"giant\" kernel is the root cause here. Linux is better with docker, but harmony OS is way better with real micro kernel.&nbsp; Mac? It happens to be low usage for good reasons. Apple fans will never understand that reasons. If we still believe in capitalism, why are we having this kernel choosen for running this world and yet got yesterday result?&nbsp; Harmony os is the os for china electric grid and think about the up time of china grid vs usa.&nbsp; The future is worrying for nasdaq.","listText":"Microsoft \"giant\" kernel is the root cause here. Linux is better with docker, but harmony OS is way better with real micro kernel.&nbsp; Mac? It happens to be low usage for good reasons. Apple fans will never understand that reasons. If we still believe in capitalism, why are we having this kernel choosen for running this world and yet got yesterday result?&nbsp; Harmony os is the os for china electric grid and think about the up time of china grid vs usa.&nbsp; The future is worrying for nasdaq.","text":"Microsoft \"giant\" kernel is the root cause here. Linux is better with docker, but harmony OS is way better with real micro kernel. Mac? It happens to be low usage for good reasons. Apple fans will never understand that reasons. If we still believe in capitalism, why are we having this kernel choosen for running this world and yet got yesterday result? Harmony os is the os for china electric grid and think about the up time of china grid vs usa. The future is worrying for nasdaq.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/329467337629912","isVote":1,"tweetType":1,"viewCount":2744,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000143","authorId":"9000000000000143","name":"wubbie","avatar":"https://static.tigerbbs.com/e8949243b5b991e5aaeac1e019f51299","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000143","idStr":"9000000000000143"},"content":"The major glitch we experienced this week is exactly the reason you own and stick with a company like Microsoft. Business process and adjustments need and will be made.","text":"The major glitch we experienced this week is exactly the reason you own and stick with a company like Microsoft. Business process and adjustments need and will be made.","html":"The major glitch we experienced this week is exactly the reason you own and stick with a company like Microsoft. Business process and adjustments need and will be made."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":511791811596960,"gmtCreate":1765976817159,"gmtModify":1765977901765,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562149731604888","idStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> TurboDiffusion:&nbsp; Accelerating Video Diffusion Models by 100–205 Times.","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> TurboDiffusion:&nbsp; Accelerating Video Diffusion Models by 100–205 Times.","text":"$英伟达(NVDA)$ TurboDiffusion: Accelerating Video Diffusion Models by 100–205 Times.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/511791811596960","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964055375,"gmtCreate":1670038719097,"gmtModify":1676538293908,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562149731604888","idStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$ &nbsp;</a> Good bye capitalism.&nbsp; Welcome socialism.&nbsp;","listText":"<a href=\"https://ttm.financial/S/09888\">$BIDU-SW(09888)$ &nbsp;</a> Good bye capitalism.&nbsp; Welcome socialism.&nbsp;","text":"$BIDU-SW(09888)$ Good bye capitalism. Welcome socialism.","images":[{"img":"https://community-static.tradeup.com/news/981fc8108f5e773e5387853a32f2c2e9","width":"1080","height":"2182"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9964055375","isVote":1,"tweetType":1,"viewCount":2913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":484150103351856,"gmtCreate":1759169000330,"gmtModify":1759169003846,"author":{"id":"3562149731604888","authorId":"3562149731604888","name":"有货之币人民币","avatar":"https://community-static.tradeup.com/news/ef66fd8f683c910523c82bd7329b5e36","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562149731604888","idStr":"3562149731604888"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> Heard deepseek 3.2 just released, and Huawei cloud already serving....","listText":"<a href=\"https://ttm.financial/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> Heard deepseek 3.2 just released, and Huawei cloud already serving....","text":"$英伟达(NVDA)$ Heard deepseek 3.2 just released, and Huawei cloud already serving....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/484150103351856","isVote":1,"tweetType":1,"viewCount":1128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}