Temu, a subsidiary of Pinduoduo, has reportedly been subjected to a surprise inspection by the European Union, fearing that it may receive subsidies from the Chinese government. Last week, the EU's competition regulator raided Temu's European headquarters in Dublin, Ireland, to investigate whether it had received unfair subsidies, according to foreign media reports. Suspected of receiving unfair subsidies from China The Commission said it had conducted an unannounced on-site inspection of a company actively engaged in e-commerce within the EU under the Foreign Subsidies Regulation, but did not disclose the name of the company involved. The Foreign Subsidies Regulation aims to combat unfair competition caused by non-EU companies receiving government subsidies, and companies that violate the

According to sources cited by Reuters, Nvidia has developed location-validation technology that can show which country its chips are operating in, helping to prevent their artificial intelligence (AI) chips from being smuggled into countries that are prohibited from exporting. The news indicates that this new feature of Nvidia utilizes the confidential computing power of its image processor (GPU). The company has demonstrated this feature privately in recent months, but has not publicly released it, allowing customers to choose to install it when updating the software. Utilize GPU monitoring. Not publicly released The report points out that the software's purpose is to enable customers to track the overall computing performance of the chips, which is a common practice for businesses when p

Latest on DeepSeek's Alleged Use of NVIDIA Blackwell GPUs As of December 11, 2025, the big story buzzing in AI and tech circles is a report alleging that Chinese AI startup DeepSeek has been accessing thousands of NVIDIA's Blackwell GPUs—despite U.S. export bans—through an elaborate smuggling operation. This comes amid escalating U.S.-China tech tensions, where advanced chips like Blackwell are restricted to prevent military or strategic advantages for China. Here's a breakdown based on recent reports and discussions, drawing from U.S. media, NVIDIA's statements, and online chatter. The Allegations - Core Claim: According to a December 10 report by The Information, DeepSeek obtained around 2,000 Blackwell chips to train its upcoming large language model (LLM). The scheme reportedly involve

Nvda drop after good news [惊讶]  $英偉達(NVDA)$  

I agreed with Michael Burry  as soon as Gemini 3 released. (As shown in my post before)

the GPT-5 letdown—yeah, it's hitting like a wet firecracker after all that buildup. Sam Altman hyped it as the "PhD-level intelligence" leap we'd been chasing since GPT-4o, but four months post-launch (August 7, 2025), it's mostly just... fine. Incremental wins in math (94.6% on AIME 2025) and coding (74.9% on SWE-bench), sure, but no earth-shattering "wow" moments that redefine daily use. Users are griping about it feeling "lobotomized" compared to 4o—more sycophantic, less punchy, with routing bugs in the 5.1 update that shove complex queries to weaker sub-models. Even in medicine, it's hallucinating diagnostics at nearly 50% on tough cases, per a fresh Nature study. No surprise, no paradigm shift—just a pricier (5x over 5-mini in spots) iteration that's got folks pining for the old warm

Trump announced approval for H200 exports to China, as long as 25% of its revenue is turned over to the US government Will China take it$英偉達(NVDA)$  

Michael Barry's investment process Barry made a last-ditch move after the financial crisis of 2008, almost out of the public eye. - His attitude towards media and investors was indifferent, which made the returns he received after the crisis unrecognized. In a new wave of dialogue, Barry once again focused on the financial market, especially the artificial intelligence domain. Topic 2: Views on the current market - Barry pointed out that the proportion of investment capital invested in the stock market exceeded 50% in the past, which resulted in a loss of the discovery function. He expressed doubts about the valuations of companies such as NVIDIA and Palantir, believing that these companies are not the real beneficiaries of the AI wave. Barry believes that in the future, when the bubble bu

Pltr himself doesn't earn  money, he has gone through crazy printing of shares, distribution to workers and high management as payment. This looks like a financial expenditure. This is a naked deception. Because after the company issued the shares. Later , it buys back the stock  share. It's like a bread shop selling bread But the boss keeps printing their own money vouchers. Then declared that it was earning Michael

According to the latest report from The Information, SpaceX is expected to launch its IPO in the second half of 2026, with a target valuation of $800 billion. If it comes true, it will set a record in history  the latest report from The Information, published on December 5, 2025, confirms that SpaceX has informed investors and financial representatives of its plans for an initial public offering (IPO) in the second half of 2026, potentially including the entire company alongside its Starlink satellite internet business

 Gil Luria,DA Davidson,estimates that if Alphabet can seriously advance external sales of TPUs, it could occupy 20% of the AI chip market in the next few years, making it a business of about $900 billion. Morgan Stanley analyst Brian Nowak also observed a "budding TPU sales strategy" . He cited predictions from Asia Semiconductor analysts that TPU purchases are expected to reach 5 million tablets in 2027, about 67% higher than previously expected; and 7 million tablets in 2028, up 120% higher than previously expected. Nowak wrote in a report to customers on December 1, that although most of the demand may come from Alphabet's own use and the Google Cloud platform, it also "reveals the potential of Alphabet to sell more TPUs." According to Morgan Stanley estimates, each 500,000 TPU sol

Altman is typical of Silicon Valley style, Move Fast and Break Things. He believes that AI security cannot be imagined in the laboratory. It must be launched as soon as possible for hundreds of millions of people to use, discover and fix vulnerabilities through real-world feedback. OpenAI has indeed been very quick in launching its products, with GPT3.5, Sora, GPT-4o, and others, leading the AI trend. In contrast, Anthropic is more like an academic research real-life insurance room, with slower product releases. The Amodei siblings believe that today's AI remains a "black box" and that people do not fully understand why it works this way. If the model blindly pursues larger models, it may lose control at a critical point. The two companies also differ in their technical routes. OpenAI adop

Anthropic, the second largest AI unicorn in the United States According to reports, we have already found a law firm and are preparing to go public next year. The implementation is ahead of the big brother OpenAI. Amid the raging AI bubble theory today, is Anthropic's move the end of the bubble or the beginning of the bubble? When Anthropic goes public, the outside world will first glimpse the revenue gap between AI startups and the money-burning gap. According to the Financial Times, which revealed news about this listing, Anthropic's valuation has risen to $300 billion to $350 billion in the recent round of private equity financing introduced by Microsoft and Nvidia, pushing OpenAI's $500 billion valuation. It is expected that its valuation will exceed this level when it goes public, tri

After Google launched the new generation of AI Gemini 3, the stock price rose day after day, from $285 to 325 yuan. The reason is not only that Gemini 3's ability to generate pictures and small games is epoch-making, but also its TPU threatens Nvidia's exclusive status of "AI selling shovels" may quietly dig another channel in Nvidia's moat. Selling shovels under the tide of gold is the most sta

The two major events in the global financial market this month are if the US cuts interest rates and Japan raises interest rates, it will narrow the interest rate spread between the US dollar and the Japanese yen. Will it trigger a similar wave of yen Cary Trade liquidation in August last year?

Amazon announced it would launch a pilot program in Philadelphia and its headquarters in Seattle, where it is located, to provide half an hour delivery service for hundreds of daily household items, including some fresh foods and non-prescription medicines. The company said in a statement on Monday that the service will be delivered through specialized small distribution facilities. The delivery fee starts at $13.99, and Prime members can enjoy a discounted price of $3.99. After the news was announced, Internet retail company $Maplebear (CART.US) plunged over 7% in the short term after trading$亞馬遜(AMZN)$  

Cassandra Unchained It could be bubble exist in some companies (only). Some winners  take all . Losers represent bubbles. At this  moment .... Open Ai, $Palantir Technologies Inc.(PLTR)$   in long term $谷歌(GOOG)$   is good  $英偉達(NVDA)$  good in long term . Flutuation until we understand how strong Google is  Michael Burry has effectively shut down his hedge fund, Scion Asset Management, by deregistering it with the SEC on November 10, 2025, and plans to return capital to investors by year-end. This follows his bearish bets against AI stocks like Nvidia and Palantir, which clashed wit

Nvidia rarely released a statement emphasizing that its GPUs are still leading in performance and have "versatility" to run all AI models; while Google TPUs are dedicated chips with single functions and limited capabilities. However, Nvidia only emphasized "technology leadership" and "universality" and did not mention the key "cost benefits". I feel that nvda is a bit anxious - if TPU is not a threat at all, there is no need to make a special statement, and even directly "call the competitors". Of course, this may just be a dramatic fluctuation in the stock price, with simply trying to calm investors' emotions. Anyway, the era of "one family dominance" by nvda has passed, and the market has officially entered the Warring States era of "the contention of a hundred schools of thought". Googl

For Seven Fresh Coffee, we need to do large-scale, relying solely on JD.com, the pace is too slow, so we have lowered the threshold for joining. According to its partnership system, if the partners provide 10 square meters of space, bear the 10,000 HKD renovation fee and pay a deposit of 100,000 HKD, they can participate in the recruitment, operation management and supply chain support of JD.com. Due to the low threshold and the "full set" support, according to the official accounts, within a week of the start of the recruitment of partners, Seven Fresh Coffee received over 2,000 franchise applications. However, in terms of making money, partners only receive a 5% share of the selling price for each cup of coffee sold. If they bring their own employees, they will receive an additional subs