To The Moon

$久久王(01927)$  

Most institutions' publication date is either late August or early September, after Kevin Warsh's speech but before PPI data is released. After yesterday's PPI exceeded expectations and oil price broke through 100, the actual market pricing has become much more aggressive than most institutions base cases. The probability of interest rate futures 76% interest rate hike has changed "September interest rate hike" from one scenario to a near-certainty.

$香港交易所(00388)$  

Cybercab will be on display in Asia this month! experience the future of autonomy in Hong Kong, Tokyo, Beijing & Shanghai.$特斯拉(TSLA)$  

$久久王(01927)$  

Poolside "The leader in the US Open Weight Model" but then made a pat: it still lags behind the front of the open weights led by China Chicken Drumstick Durian

Huang spent $6 billion to obtain authorization for the AI model of the startup Poolside, an AI startup that most purchasing executives couldn't spell yesterda$英偉達(NVDA)$  

Crazy Numbers at AI Pipeline Q2 AI server order volume: $60.9 billion, a record high. End of period AI server backlog orders: $95 billion, record high. Neocloud, Sovereign cloud, corporate customers over 6,500 $戴爾(DELL)$

Tesla (TSLA) is set to host its Cybercab event in Austin, Texas, on Thursday, the company has said in a post on X.

The 30-year fixed mortgage rate jumped six basis points to 6.87% on Monday, the highest since June last year, and has risen over 30 basis points in the past two months. This directly compresses the consumer's purchasing power and refinancing space.