To The Moon

 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)$  

Alibaba  is at a pivotal moment transitioning from an ECommerce giant to a diversified technology and AI leader.  If it can make a significant contribution in AI , it could be under value. Keep observing. It could be a good chance for our profolio. I prefer to see what more deliveries  it can  have

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