Yesterday, $Advanced Micro Devices(AMD)$ released its latest GPU and CPU products. The company claimed that the performance exceeds $NVIDIA(NVDA)$, yet AMD’s stock price still dropped nearly 5% during the regular trading hours. Several key data points mentioned by AMD at the launch event are worth noting: First, the data center market is projected to reach $2 trillion by 2030, with the GPU segment accounting for approximately $1.4 trillion and the CPU segment for about $220 billion. Second, over the next few years, the compound annual growth rate (CAGR) for GPUs is expected to be approximately 18%, in line with expectations. The real surprise came from server CPUs. Back in M

Looking to dive deeper? Redeem The Path to a Million Dollars handbook in Tiger Coin Mall for more real investor insights and long-term investing frameworks. Redeem now: https://laohu8.com/J/redeemGift?goodID=100369&type=delivery South Korean stocks suffered another sharp sell-off today, with the KOSPI index falling more than 5.7%. The South Korean market has gone from a historic bull market into bear market territory in just one month, with the KOSPI falling from above 9,000 points to below 7,000. Despite the market crash, the fundamentals of the memory chip industry remain intact. According to customs data, South Korea’s DRAM exports hit a record high of US$21.8 billion in June, representing

Intel is set to release its Q2 earning report after the market closes today. According to analyst forecasts, Intel’s revenue for the second quarter of 2026 is expected to reach $14.431 billion, representing a 12.2% year-over-year increase. In terms of valuation, Intel’s current P/B ratio of 4.63 is at the higher end of its five-year historical range. Intel Q2 2026 Financial data forecasts Intel 's price-to-book ratio over the past five years $Intel(INTC)$

I think $SpaceX(SPCX)$ still has further room to fall. On August 4, SpaceX will release its Q2 earnings report. Two days later, 910 million shares, valued at approximately $112.5 billion, will become available for trading. After that, more restricted shares will gradually become eligible for sale. By the end of this year, $SpaceX(SPCX)$ tradable shares are expected to increase from the current 639 million to 5.33 billion. Elon Musk owns 60% of SpaceX's equity. Since the lock-up period for his shares expires one year after the IPO, he is not expected to reduce his stake once the lock-up expires. The upcoming wave of lock-up expirations has encouraged investors to aggressivel

IBM is set to release its second-quarter earnings report after the market closes this Wednesday. Analysts predict that IBM’s second-quarter revenue will reach $17.58 billion, representing a 7.6% year-over-year increase. In terms of valuation, IBM’s current price-to-earnings ratio stands at 26.8, which is at a relatively high level over the past five years. Figure 1: IBM Q2 2026 financial data forecasts Figure 2: IBM's price-to-earnings ratio over the past five years $IBM(IBM)$

Tesla is set to release its Q2 earnings report after the market closes this Wednesday. According to analyst forecasts, Tesla’s revenue for the second quarter of 2026 is expected to reach $26.313 billion, representing a 17% year-over-year increase. In terms of valuation, Tesla’s current price-to-earnings ratio stands at 349.97, which is in the upper-middle range for the past five years. Figure 1: Tesla Q2 2026 financial data forecasts Figure 2: Tesla's price-to-earnings ratio over the past five years $Tesla Motors(TSLA)$

On May 20, SpaceX filed its IPO prospectus, with a listing date set for June 12. Founded by Elon Musk, SpaceX operates three primary businesses: rocket launches, Starlink, and xAI. Press reports peg the IPO raise at roughly $75 billion, with a post-listing market cap that could approach $2 trillion. On deal size alone, SpaceX would shatter Saudi Aramco's $29.4 billion record from 2019 and become the largest IPO ever, while ranking as the seventh-most-valuable company in the U.S. market. For a debut this closely watched, the question is whether day one offers a real investment opportunity. What does SpaceX actually do? The S-1 splits the company into three reporting segments: Space - the well-known rocket launch business, with the U.S. government as its principal customer. Connectivity - St

Bridgewater Associates, one of the world’s largest hedge funds (managing close to $100 billion), has historically been accessible only to institutional and ultra-high-net-worth investors. Its founder, Ray Dalio, is widely respected, and his book Principles is often regarded as essential reading among investors. In March 2025, Bridgewater partnered with State Street to launch the $SPDR BRIDGEWATER ALL WEATHER ETF(ALLW)$  — a retail-accessible version of its well-known All Weather strategy. ALLW currently manages approximately $1.2 billion in assets, with an expense ratio of 0.85%. Since its listing on March 6, 2025, the ETF has delivered a total return of 21.86% (including dividends). Strategy and Portfolio ALLW adopts Bridgewater’s

On March 25, $Alphabet(GOOGL)$ unveiled a new AI memory compression algorithm, TurboQuant, claiming it can reduce memory requirements during large language model inference by sixfold while increasing computational speed by eightfold, all without sacrificing accuracy. Specifically, as AI models grow more powerful, context windows continue to expand, and key-value (KV) cache storage grows geometrically, becoming a core bottleneck for both performance and cost. TurboQuant leverages PolarQuant and error correction (QJL) to maintain full model accuracy and a 100% retrieval recall rate. The technology can be directly deployed on existing AI systems, raising market concerns that demand for memory chips could be weakened. As a result, shares of

According to Bloomberg, Middle Eastern countries are lining up to buy South Korean air defense missiles because the US Patriot missile is too expensive, costing as much as $4 million. South Korea's Cheongung missile boasts accuracy comparable to the Patriot, but costs only a quarter of the price! The Cheongung missile is manufactured by the South Korean company LIG Nex1, with Hanwha Airlines providing the radar system and launch equipment. Both companies are publicly listed. In the ETF market, the $PLUS Korea Defense Industry Index ETF(KDEF)$ holds 18% of its portfolio in Hanwha Airlines and 6.3% in LIG Nex1. After the outbreak of the Russia-Ukraine war, European countries rushed to buy South Korean weapons, and South Korea profited greatly from t

Today, gold dropped all the way from $4,500 per ounce to $4,102, with a maximum decline of as much as 8.8%. Market sentiment has fallen into extreme pessimism. Considering the previous three trading days, when gold declined by 3.75%, 3.53%, and 3.26% respectively, today’s sharp drop is even more alarming. After consecutive declines, gold has completely erased its 30% gain for the year. At this moment of panic, I chose to buy the dip. I bought some $Gold Trust Ishares(IAU)$ at $78. Next, let’s talk about the logic behind my decision. First, it is necessary to understand the reasons behind this sharp decline in gold. According to traditional thinking, gold is a safe-haven asset, and regional conflicts should benefit gold prices. On the first trading

Yesterday, luxury stocks fell sharply, with $Hermes International SA(HESAF)$ dropping over 5.8%, marking its largest single-day decline since April 7 last year! Although $LVMH-Moet Hennessy Louis Vuitton(LVMHF)$ ’s decline was relatively modest at just 1.77%, it has fallen to recent lows and is now nearly halved from its historical peak! $Compagnie Financiere Richemont AG(CFRHF)$ and $Kering SA(PPRUF)$ both fell by more than 4.5% yesterday. The main driver behind the sharp decline in luxury stocks was the surge in oil prices triggered by Middle East tensions, which intensified market concerns over inflation, interest

After the close on Wednesday, memory giant $Micron Technology(MU)$ released its fiscal Q2 2026 results, covering the three months ending February 26. Compared with analyst expectations, Micron’s Q2 results significantly exceeded forecasts: Among them, Micron’s Q2 revenue reached $23.9 billion, surging 196% year over year and far exceeding analysts’ expectations of $19.7 billion: Micron’s revenue is primarily driven by DRAM (dynamic random-access memory), accounting for nearly 80% of total revenue, while NAND (non-volatile memory) makes up close to 20%: DRAM can be seen as the “short-term memory” of computers and servers, temporarily storing data in use. It is fast, but data is lost when power is cut. NAND is slower, but offers larger capacity and re

Last night, $韩国ETF-iShares MSCI(EWY)$ plunged 7%, far exceeding the 0.48% decline in the KOSPI index. Why did this happen? It was likely influenced by the sharp sell-off in the U.S. market overnight. The $纳斯达克(.IXIC)$ fell nearly 1.8%. The decline in U.S. equities was driven by escalating tensions between the United States and Iran. Donald Trump stated that preventing Iran from obtaining nuclear weapons is more important than keeping oil prices low. Meanwhile, Iran’s new supreme leader Mojtaba Khamenei signaled an intention to ensure the Strait of Hormuz remains effectively closed. As a result, the market is beginning to price in the risk that if shipping routes have not resumed by the end of March, oil p

On February 28, a joint US–Israel military strike against Iran triggered severe turbulence across global capital markets. Among all markets, the reaction in South Korea was the most dramatic. Because of the Independence Movement Day holiday, the Korean stock market was closed on March 2. When trading resumed on March 3, the KOSPI index plunged rapidly, triggering a circuit breaker during the session and ultimately closing down 7.24%. Panic quickly spread. On March 4, the KOSPI plunged again, crashing 12.06% in a single day—marking the largest one-day decline in its history and shocking global investors. Before investors could recover from the selloff, the KOSPI suddenly reversed course. On March 5, the index surged more than 12% intraday and ultimately closed up 9.63%, its biggest one-day

Early this morning, $NVIDIA(NVDA)$ released its Q4 FY26 earnings report covering the three months ending January 25. Compared to analyst expectations, the fourth-quarter performance was impressive: Looking ahead to the first quarter of fiscal year 2027, NVIDIA expects revenue to reach approximately $78 billion, a massive 77% year-over-year increase that significantly surpasses analysts' projections of $72.8 billion. Despite the explosive earnings report, NVIDIA's stock remained largely unchanged in after-hours trading, edging up just 0.18%! Following this, semiconductor ETFs experienced minor corrections after hitting record highs overnight. The largest semiconductor ETF, $VanEck Semiconductor ETF(SMH)$ ,

Incredible! The South Korean market rallied sharply again today, with the KOSPI index jumping over 2.6% to fresh record highs! Its year-to-date gain has already exceeded 30%, making it the world's best-performing stock index: The chart below shows the KOSPI index trend since 1980: South Korea ETFs have performed even more impressively. $iShares MSCI South Korea ETF(EWY)$ has surged over 34% YTD, $Franklin FTSE South Korea ETF(FLKR)$ has gained over 33%, while the 3x leveraged South Korea ETF— $Direxion Daily MSCI South Korea Bull 3x Shares(KORU)$ —has skyrocketed over 127%! Investors who bought South Korea ETFs have truly hit the jackpot! What's driving such feroc

Absolutely insane! Absolutely insane! Today, South Korea’s KOSPI Index exploded 6.84%, marking its largest single-day gain since late March 2020. Among them, Korea’s market heavyweight Samsung Electronics was nothing short of explosive, soaring 10.8% today, marking its largest single-day gain since late October 2008. What’s even more striking is that in just a few short years, the combined market capitalization of Samsung Electronics and SK Hynix has surpassed that of $TENCENT(00700)$ and $BABA-W(09988)$ . The AI-driven wealth boom is truly eye-catching. Fueled by this surge, Korea-related ETFs have delivered eye-catching performance. $Direxion Daily MSCI South Kor