To The Moon

All these days maft was riding on somebody,  The recent announcement of maft thT they want to run on their own, It iseema this maft AI baby has grown up and confident that maft want to on his own This resembles the behavior of 10- 15month old baby ...when they try their few steps walking and they are so confident that they can wLk on their own..... So I m confident MSFt going to be the silent winner of AI race

Apparently, Nvidia has the strongest moat in AI infrastructure; GPUs and CUDA.

Sin dudar, la columna. Vertebrar de todo este ecosistema de AI, será Shanghái biren tecnology.

The AI landscape is indeed undergoing a significant transformation, with numerous players, both in China and overseas, accelerating their product launches and advancements. This "AI arms race" is characterized by rising capital intensity, shorter iteration cycles, and rapidly shifting narrative leadership. Which AI Model or Ecosystem Has the Strongest Moat? DeepSeek: As a newcomer, DeepSeek's moat is still being established. However, its association with ByteDance, a company known for its successful AI-driven products (e.g., TikTok), could provide a significant advantage in terms of resources and expertise. Doubao (ByteDance): Doubao, being part of ByteDance, leverages the company's vast user base and AI capabilities. Its moat is strengthened by the network effects and the abilit

The market is currently navigating a "SaaS Reckoning" as of February 2026. The 22% YTD drop in the IGV ETF is not just a temporary sell-off; it signals a fundamental shift in how investors value the AI stack. We are moving away from "AI-at-any-price" toward a "Physical Bottleneck" phase. $iShares Expanded Tech-Software Sector ETF(IGV)$ Will the rotation toward proven revenue continue? Yes, but with a specific focus on "Tangibles." The rotation isn't just moving to "value" stocks; it’s moving toward companies that control the physical constraints of AI—specifically Power, Compute, and Infrastructure. The Cannibalization Fear: High-valuation software (SaaS) is under pressure because "Agentic AI" (AI that performs tasks autonomously) is starting to ca

$BABA CUSTOM 260417 PUT 155.0/CALL 160.0/PUT 160.0$ 

The market is currently navigating a "SaaS Reckoning" as of February 2026. The 22% YTD drop in the IGV ETF is not just a temporary sell-off; it signals a fundamental shift in how investors value the AI stack. We are moving away from "AI-at-any-price" toward a "Physical Bottleneck" phase. $iShares Expanded Tech-Software Sector ETF(IGV)$ Will the rotation toward proven revenue continue? Yes, but with a specific focus on "Tangibles." The rotation isn't just moving to "value" stocks; it’s moving toward companies that control the physical constraints of AI—specifically Power, Compute, and Infrastructure. The Cannibalization Fear: High-valuation software (SaaS) is under pressure because "Agentic AI" (AI that performs tasks autonomously) is starting to ca

The AI landscape is indeed undergoing a significant transformation, with numerous players, both in China and overseas, accelerating their product launches and advancements. This "AI arms race" is characterized by rising capital intensity, shorter iteration cycles, and rapidly shifting narrative leadership. Which AI Model or Ecosystem Has the Strongest Moat? DeepSeek: As a newcomer, DeepSeek's moat is still being established. However, its association with ByteDance, a company known for its successful AI-driven products (e.g., TikTok), could provide a significant advantage in terms of resources and expertise. Doubao (ByteDance): Doubao, being part of ByteDance, leverages the company's vast user base and AI capabilities. Its moat is strengthened by the network effects and the abilit

All these days maft was riding on somebody,  The recent announcement of maft thT they want to run on their own, It iseema this maft AI baby has grown up and confident that maft want to on his own This resembles the behavior of 10- 15month old baby ...when they try their few steps walking and they are so confident that they can wLk on their own..... So I m confident MSFt going to be the silent winner of AI race

Apparently, Nvidia has the strongest moat in AI infrastructure; GPUs and CUDA.

Sin dudar, la columna. Vertebrar de todo este ecosistema de AI, será Shanghái biren tecnology.

$BABA CUSTOM 260417 PUT 155.0/CALL 160.0/PUT 160.0$