Big model vendors’ problems
1. Compute resources (need to be measured while ensuring releases can keep up, without affecting C-end compute allocation)
2. Data (need to measure in a way that, with not such a large investment, still produces good user subscription metrics before going public)
3. Cash flow (the cost of training new versions with larger parameters)

#TSMCQ2NetProfitSurges77%
The AI Infrastructure Arms Race: Why TSMC's Record Quarter Is Just the Beginning
Five consecutive quarters of record profits. A 77% profit surge. And yet, the stock barely moved.
Taiwan Semiconductor Manufacturing Co. just posted the kind of numbers that would make any CFO weep with joy NT$706.6 billion in net profit (roughly $22 billion), revenue hitting NT$1.27 trillion ($40.2 billion), and gross margins at a staggering 67.7%. All three metrics beat expectations. All three set new records.
So why did the stock dip after hours? Because the market isn't trading on w

The $BNKR builders are building

Candle Range Theory w/ OHLC & OLHC:

It’s Sunday today and I’m not working, so I went through my inbox and replied to everyone who’s been asking me for Sunny videos. You can’t find a blogger that good—he even sends you the “w* nk” material one by one, like I’m doing you a favor and helping you 🦌.
Hope these people remember my kindness—BeTOU, do one good deed.

JUST IN: US semiconductor ETFs are on pace for the highest annual inflows ever, with $46B-plus added this year and $680B cumulative since 2017. Could reflect renewed institutional appetite for tech hardware exposure. $SOXX ?

Upgraded to dual screens at the top and bottom, and your head can still exercise your cervical spine. 🌝

$YB
UPDATE
#YB is looking for breakout. In this move we can see 100%+ gain here ✍🏻
#YBUSDT #YBBTC #BTC #Bitcoin #NFTs

#ALTCOINS - #MEMECOINS & $LUNC SOON 💹

#WarshSaysFedDecidesIfAIInflation
AI Is Reshaping the Economy—But Will the Federal Reserve Call It Inflation?
Artificial intelligence is no longer just transforming technology; it is rapidly becoming one of the most important forces influencing the global economy. As hundreds of billions of dollars flow into AI infrastructure, the debate has shifted from innovation to inflation. Federal Reserve Chairman Kevin Warsh recently addressed this issue during a Senate Banking Committee hearing, offering an important perspective on how the central bank may interpret AI-driven price increases.
The disc

#USPPIComesInBelowExpectations 📊🇺🇸
The latest U.S. Producer Price Index (PPI) coming in below market expectations suggests easing inflationary pressure at the wholesale level. Lower producer prices may eventually reduce cost pressures throughout the broader economy, supporting expectations that inflation could continue moderating over time.
Financial markets typically respond positively to softer inflation data, as it may increase the probability of more accommodative monetary policy in the future. Equity markets, cryptocurrencies, and interest-rate-sensitive sectors often experience improv

#夏日创作营
This Week’s Crude Oil Market Recap
1. Market Review: A V-shaped reversal, surging more than fifteen percentage points in a single week
This week’s international crude oil market is destined to be written into the 2026 market history books.
After Brent crude surged to a historic peak of $119.45 in March this year, the market then fell into a months-long bearish stretch. Oil prices slid from the high end into a trough of $70.13, a decline of as much as 41%. With bears holding sway and pessimism spreading everywhere, the $70 level seemed like the last fortress for bulls. However, just whe

$PI Everything else isn’t going up, but you’re rising.

#世界杯 Brothers, where are we all-in? 🤩

We’re just a few months away from seeing these prices.
Be a delusional bull.

Sold the “flying” big golden dog, Monkey Coin
It’s now 400k
Everyone in the group chat wants 100x
0x6927c3646d50595858918a9a332e30e6edc94444

$ALEO Please continue downwards 😂

Next week’s Gold Week trading plan (7.20-7.26)
Overall market conditions are weak and range-bound. The big-picture strategy is to short on rallies first; only after support holds steady should you take a light position for a short-term long.
The moving average resistance is clear. Although the downside momentum has weakened, there is currently no reversal signal.
Trading plan:
- On a bounce from 4050-4080, sell at @? , target 4000-3950.
- On a pullback to 3940-3970, buy at @? , target 4000-4050
Reminder:
The above analysis is my personal view. The market changes rapidly; this content is for re