#每周来晒 #GoldmanSachsRemainsBullishOnDataCentersDespiteTheAISelloff Institutional Deep-Dive: Goldman Sachs Separates Market Panic from Global Infrastructure Realities

The technology sector is undergoing an intense valuation reset, yet beneath the short-term noise of the recent AI equity flush lies a massive structural disconnect. While short-sighted retail capital flees the sector on panic, elite institutional desks are quietly reinforcing their core positions. Leading this charge is Goldman Sachs, maintaining an unshakeable bullish outlook on AI data-center infrastructure. According to Goldman

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StarshineWisdomEyesSmartTravel 2 hours ago

📉 Guys, one thing I'm sure of: $ONE /USDT may continue falling sooner or later. However, before it falls, it may still print another bullish candle, triggering shorts' stop-loss orders and sweeping them out. On the other hand, it could also start falling directly from the current price. So I'm not going to wait. I'm opening a small short position now. If the price rises first, I'll add in batches at better prices. If it starts falling from here, I'll add to the position and lock in profits all the way down. My target is to sell below $0.00140. Let's see if this plan works. Ready to make this

ONE-1.19%

CoinWay5 minutes agoBullish

AI stocks have fallen to rock-bottom prices, yet data centers are still expanding at a furious pace: Who’s really putting on an act in this market?

The recent action in AI stocks has been like a major plot twist. The market was chasing artificial intelligence one moment, then tech stocks came under pressure across the board the next. Investors thought they were buying the future, but when they opened their accounts, it felt like they’d bought a one-way ticket to the top.
Goldman Sachs, however, has a different take.
Its forecast for U.S. data center construction spending has been raised, with

NVDA+2.80%

ThisIsTranslateContent:Summit9 minutes ago

AMD down 17%, NVIDIA down 9%—which should you choose: chip stocks or tech giants?

The user asks more specifically: Which do you favor next: chip stocks, tech giants, or defensive sectors? Let me give the conclusion first: In the short term, tech giants are more resilient than chip stocks; in the medium term, chip stocks have greater upside, but only if you can withstand the volatility.

Why are tech giants safer in the short term? Just look at the declines in this selloff. NVIDIA fell 9.26%, AMD fell 17.26%, and SanDisk fell 22.26%; meanwhile, Microsoft fell 3%, Apple fell 1%, and Google fell

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NotTemptedan hour ago

In crypto contract trading, leverage has always been one of the tools that can get people most excited—and cost them the most.
Many people think that with 10x leverage, if BTC rises 1%, they can earn a 10% return. But they often overlook another fact: if the price moves 1% in the opposite direction, losses are magnified by the same amount.
So how should leverage be understood?
First, leverage magnifies your position, not your trading ability. Even if you correctly predict the market’s direction, an unreasonable entry point can still lead to serious losses due to short-term volatility.
Second,

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CryptoAngle 34 minutes ago

[ NEW STREAMER ] CRYPTO MARKET

LIVE1,923

TwinApple 26 minutes ago

M1. 200 EMA just crossed

EarnMoneyAndEatMeat5 minutes agoBullish

Goldman Sachs Bets $125 Billion, but AI Investors Are Starting to Sweat: Is Computing Power or Borrowing to Build Data Centers More Profitable?

There’s an interesting phenomenon in the AI industry: everyone is talking about how smart artificial intelligence is, but few are seriously calculating how much it costs to train this intelligent system.
Recently, tech stocks have plunged, and investors have begun reassessing the AI industry’s high-investment model. Goldman Sachs, however, has not changed its optimistic stance. Instead, it has raised its forecast for U.S. data center construction spen

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FILNFT 2 hours ago

Entered a new long on $twt
SL: $0.3933
Tp: $0.408
2RR
— DTT

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SdkSaddik13 minutes ago

hope is not too late to say a gm.

CryptoCircleBullSays an hour ago

IT Home reports that Marvel Studios has announced the global promotional tour for *Avengers: Doomsday*. The China premiere will be held in Shanghai, and the film will open in mainland China on December 16, two days ahead of its North American release.

Robert Downey Jr. switching from Iron Man to the villain Doctor Doom is the film’s biggest talking point. Marvel is turning the role reversal into a selling point. It may pique viewers’ curiosity, but whether it can carry the entire film remains to be seen.

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MythBusting__panda an hour ago

I spent all day and night thinking about it, and still couldn’t figure out where the fourth hole is.

CryptoMishu2 hours ago

#质押Launchpool瓜分45万VLX Gate Launchpool Session 386 is here: Stake BTC, ETH, or VLX to share 4,545,460 ValueX (VLX), with an estimated maximum annualized return of 47.40%.

The numbers look enticing. But today I want to talk about something less enticing—three questions you need to think through first.

I. 47.40% is an annualized peak estimate, not what you’ll actually earn
Launchpool’s annualized return is an extrapolated figure. Here’s a classic industry comparison: a 7-day campaign advertises a 300% annualized return, but the actual return is only about 5.75%—because annualization simply mul

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DaquanLiveStream 10 minutes ago

#BTC The current price is 76000. The market has once again returned to a key support zone that has been tested repeatedly in the past. This is a pivotal area where bulls and bears are battling. The first short-term resistance above is near 78000, while strong resistance remains in the 79500-80000 range. Only a high-volume move that holds above this range would begin to reverse the downtrend structure. The primary support below is at 74800; a decisive break below it would open up further downside for bears. The broader structure remains weak in the near term, with prices staying under pressure

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PrimeMinisterLiu 2 hours ago

$ONDO The traditional finance angle has been talked up for over half a year, and looking back now, this scene is especially interesting—the coins with the biggest stories to tell have fallen the hardest, while the ones with real business behind them are still standing. Nobody wants to say it: ONDO has dropped from where it was six months ago, shed more than 20% in a month, and fallen another 10% in 7 days. It’s huddled at its 7-day low on shrinking volume, with nobody hyping it or rushing to buy. People hyped it up as a talking point—“traditional finance and blockchain are merging,” how grand!

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CryptoCircleBullSays an hour ago

According to IT Home, CPU-Z 3.02 has added support for Intel Razor Lake, while the HWiNFO prerelease v8.55-6115 has improved recognition of the Razor Lake-H, HX, and S series. H/HX are expected to target high-performance mobile devices, while S is for desktop processors. Razor Lake is expected to succeed Nova Lake.

For ordinary users, Razor Lake is currently just a name in diagnostic tools. What really matters is its naming, platform positioning, and official specs down the line—not which tool added support first.

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QinchuanLangzi 2 hours ago

How much capital should be allocated to a trade? Why do some traders get the direction right, yet their accounts continue to lose money?

Many people study entry signals, technical indicators, and market forecasts, but overlook a more fundamental question: How much risk should each trade take on?

Even if you correctly predict the direction of a trade, the outcome may still be poor if your position is too large, your stop-loss distance is unreasonable, or trading costs are underestimated.

Today, we compare three common position-sizing methods.

I. Fixed Position Sizing: Invest the Same Amount