$SOXL Positioning is moderate; it keeps oscillating back and forth, giving you room to make mistakes. China’s AI “killing power” in the global landscape is also very strong. Watch Hong Kong stocks for ZHIPU and Minimax (China’s AI large model No. 1 stock) rebound, then do buy-sell swings again and again!
This round’s semiconductor “great slaughter” four nuclear bombs
1. Kimi K3 = the second DeepSeek moment
2.8 hundred million? parameters? — 2.8 trillion parameters, single-task cost $0.94, 48 hours to autonomously design a chip. After open-sourcing on 7/27, the ceiling for AI compute demand is