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- Enson78Enson78
  ·07-09 08:59
  This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
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- Enson78Enson78
  ·07-09 08:53
  Bullshit. Only three years later or even more year doom will come. AI robot will improve alot this two year. Only after two year will slow down.
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  33 Comment
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- 仙逆王林曾牛许木仙逆王林曾牛许木
  ·06-24
  Sell sell.
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
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- Enson78Enson78
  ·07-09 08:59
  This guy just want to cover his axx. AI development just in junior to mid lever. Not even middle stage yet. AI software will improve alot this two year. After that will slow down, it is just started. This guy just investors not doing any AI involvement.
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  22 Comment
  1
  Share
  Report
- Enson78Enson78
  ·07-09 08:53
  Bullshit. Only three years later or even more year doom will come. AI robot will improve alot this two year. Only after two year will slow down.
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm
  33 Comment
  1
  Share
  Report
- 仙逆王林曾牛许木仙逆王林曾牛许木
  ·06-24
  Sell sell.
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities
  263 Comment
  2
  Share
  Report

AI Industry Frontlines

Spot Market Premiums Surge Up To 30%; PC And Datacenter Buyers Compete For Limited Wafer Output

U.S. Commerce Dept Clears Full Commercial Rollout; Restricted Preview Limited To Vetted Enterprise Partners For Weeks

Analysts Split On Cycle Trajectory; Summer Pullback Seen Temporary, Not End Of AI Memory Supercycle

AI Memory Rally Fully Priced In; Profit-Taking Hits Samsung After Earnings Release

BofA Labels Current Selloff A "Summer Reset", Seasonal Pullback Not An End To AI Upcycle

Big Tech’s AI Heavy Capex Erodes Long-Term Profitability; Analysts Flag Unsustainable Earnings Surge

Boosted by Booming AI HBM Demand, SK Hynix US IPO Draws Fervent Interest From Global Tech Capital

AI Datacenter Expansion Sustains Memory Boom, Samsung Optimistic About Upcoming Quarterly Results

Booming AI Memory Demand Lifts Samsung’s Q2 Revenue and Profit Well Above Consensus Forecasts

Bank Of Korea Warns On Leveraged ETFs In SK Hynix, Samsung Electronics; Tougher Stance Signals Risk Concerns

Semiconductor Boom Generates Massive Tax Revenue For Korea’s Strategic Fund

Samsung Electronics Set To Post 18-Fold Operating Profit On July 7; Chip Rally Faces Test

Goldman Sachs Sees 20% KOSPI Upside, Warns Elevated Volatility But Contained Leverage

BOK Issues Tough Warning; Single-Stock Leveraged ETFs Amplify Market Volatility

AI Mania Overheats, Big Short Burry Sounds Doomsday Alarm

Solid Mid-Year Lifts Robotics & AI Semiconductors

HDD Prices Surge, Storage Boom Continues

AI Labor Narrative Flips, Tech Giants Reverse Prior Displacement Warnings

Chasing AI Demand, Seoul Accelerates Large-Scale Chip Projects

Jim Cramer on Anthropic's Reported Samsung AI Chip Plans: 'We Really Don't Have Anything But a Rumor'

Pared By Cost, OpenAI And Anthropic Push In-House AI Chips; What’S Driving The Shift Beyond Savings?

After Two Quarters Of DRAM Price Surges, Samsung Eyes Another 20% Hike; SK Hynix And Micron May Follow

High-End Optical Chips Stay In Short Supply, Multiple Headwinds Cool Market Sentiment

Korea’s Leverage ETFs Quadruple In A Year, Parliament Mulls Tighter Rules

AI Exodus

Semiconductors Slide Two Days Running, Big Tech Moves Shake AI Compute Outlook

AI Rally Drives Wealth Gains, Nearly A Million New Millionaires In 2025

South Korea Bets Trillions On Storage & Datacenters For AI Boom

Analyst Backs Palantir’s Unique AI Edge, Stock Rebounds Sharply

Elon Musk Says Optimus Production Will Be 'Extremely Slow' in the Beginning: 'This is Not Like Making a Car'

Nvidia Starts Taking Cut Of AI Cloud Providers' Revenue; Shifts Beyond Chip Sales To Ecosystem Toll

AI Funds Surge In Q2

Musk-Altman Judge Enlists Mediator to Resolve AI Titans’ Battle

Meta Compute Spooks Hardware, No Sector Overcapacity

Three AI Bubble Fears Unfounded, GS Bullish On Three Sectors

Meta Sells AI Compute; Capitulation Or Strategic Pivot? Wall Street Remains Split

Top Global Economists Issue Broad Warnings On AI’s Labor, Inflation And Financial Bubble Risks

FTC Warns Over-Corrected AI Bias Controls May Violate Federal Consumer Protection Rules

FT: US Negotiates Voluntary Safety Standards For Frontier AI Models With Top Tech Labs

AI Drives Cloud Spending Up 10.1% This Year

OpenAI Proposes Ceding 5% Stake To U.S. Government

Monetizing AI Compute, Meta Seizes Inference Cloud Opportunities

Meta Enters Compute Cloud; Third-Party GPU Lessors’ Shovel Logic Collapses, Hardware Vendors’ Core Demand Remains Intact

Samsung, SK Hynix Demand Second-Half Substrate Price Cuts; Seek To Roll Back Prior 3–4% Hike

OpenAI Cuts Inference Costs 50%; Escalates Pricing War While Tightening Secrecy

Behind Chip Stock Rally: Key Risk Gauge Hits 10-Year Peak

Chip Exports Surge Nearly 200% On AI Demand; Korea’s Monthly Exports Top $100B, Hit 50-Year Fastest Growth

SemiAnalysis Founder: AI Inference Market To Surpass Oil; Space Datacenters Dominate Global Compute By 2040

Anthropic Integrates Claude Tag Into Microsoft Teams, Challenging Microsoft Copilot & Reshaping Enterprise SaaS Ecosystem

Downside Risks for Chip Rally Hit Highest Level Since 2015

Bloom Energy & Brookfield Boost AI Power Partnership To $25B

Post-Token Mania Reality: Firms Tighten Budgets As AI Investment Momentum Holds

Easing Fears Of An AI Bubble Do Not Stop BIS From Sounding Risk Alarms

South Korea Unveils KRW 800 Trillion Memory Bet; How Big Is The Impact?

DA Davidson: AI Cycle Valuations Greatly Distorted, Microsoft More Worthy of AI Crown Than Google

VC Paradigm Shift: Benchmark Partner Rolls Out New AI Startup Valuation Model

Anthropic Expands Commercial Push; Claude Lands On Azure, Powered By Nvidia Blackwell

Claude Fully Available on Azure as Anthropic Ramps Commercialization, Powered by NVIDIA Blackwell

AI Limited in Aviation: Honeywell Aerospace Chief Rules Out Cockpit Deployment for Now

Cost Crunch Changes AI Picks: Businesses Now Favor Cheaper AI Models

AI Data Centers Face “Heat Stress” Test; Insurers, Microsoft And Nvidia Adjust Strategies

AI Bull Market Faces Looming Risk; Leverage Concerns Extend Beyond Korea Into U.S. Equities

Samsung, SK Hynix And Micron Face U.S. Class Action Lawsuit; HBM Shift Alleged To Mask DRAM Price Manipulation Claims

Micron Secures $100B In Long-Term Deals; Locks Profits While Capping Upside Imagination

AI Arms Race Hits Crossroads; Goldman Warns “Payers” Face Valuation Stretch While “Receivers” Still See Upside

Micron Results Lead BofA: Memory Supercycle May Extend to 2030

Micron Becomes Next Nvidia, Reshaping AI Competition

Micron Earnings Surge, SK Hynix IPO Draws Strong Demand; Memory Chips Emerge As AI Hotspot

An AI Price War Could Steal The Thunder From Pending Anthropic, OpenAI IPOs

Qualcomm Accelerates Shift Beyond Smartphones; Reportedly In Talks With ByteDance On Custom Chip Design Services

Anthropic’S Mythos Model Uncovers US Intelligence Vulnerabilities Within Hours; Demonstrates Potent Cyber Defense And Offense Capabilities

Goldman Sachs Sees Strong Earnings Outweighing Valuation Concerns In AI Boom; Volatility Rising Before Cycle Peak

SoftBank’s Son Calls AI Bubble Talk Blasphemy Against Artificial Intelligence

Anthropic and OpenAI’s Killer App Might Not Be Enough

Anthropic launches Claude Tag in Slack with plans for wider rollout

AI Demand Secure Till 2028: No Memory Glut, Semiconductor Equipment to Boom

Top AI Large Model Companies Shift From Blind Scale Growth To Profitability, Ushering In A New Earnings Era

Wall Street Ends Lower On Semiconductor Selloff As AI Spending Concerns Mount

Goldman Sachs Lifts Global AI Server Demand Outlook, Raises ASIC Proportion; Cloud Giants Boost Capex Driven By Costly Memory & Strong AI Demand