To The Moon

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)$  

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