To The Moon

In a market where SaaS is generally being shorted, Circle's subscription revenue is instead growing significantly. It’s not that the subscription model no longer works, but whether your service meets the needs of the new era.

Thursday — Futures Market Monitor price fluctuations in energy, precious metals, and agricultural futures. The 10-year US Treasury yield rose 0.00%, with the latest yield at 4.05%. The US dollar rose 0.0000% against the offshore yuan to 6.87; the US dollar fell 0.0077% against the Hong Kong dollar to 7.82.

Over the past three months, software stocks have endured a "massacre." Investors previously assumed that AI Agents would act like bulldozers, leveling traditional software companies. However, a recent presentation by AI giant Anthropic shifted the narrative: Claude no longer aims to be the "Terminator"; it wants to be a "Partner."

$Meta Platforms, Inc.(META)$ will deploy up to 6 GW of AMD's AI compute chips, representing a potential multi-year order valued in the hundreds of billions of dollars.

On one side, Wall Street’s ever-rising expectations; on the other, macro geopolitical tensions, renewed tariff noise tied to Trump, and growing market anxiety over whether AI spending can stay this hot into 2027.

The 5th day of the Lunar New Year is widely known as the day to Welcome the Fortune God (Caishen). Traditionally, we set off firecrackers and open our doors wide to drive away "poverty" and invite wealth and prosperity for the year ahead.

From $S&P 500(.SPX)$'s historic momentum to the AI sector’s latest breakout, and the sharp moves in Chinese ADRs during the festive week—global markets never sleep, and neither does a dedicated investor.

Warren Buffett’s final portfolio adjustment before stepping down as CEO is more than just another 13F filing.

As we prepare for the "Opening of Fortune's Door" on the 5th day, Day 4 marks the time to organize our hearts and businesses for a prosperous start.

PLTR — As it falls a lot, strong AI commercialization and earnings may reset in 2026.