【In one night, AI companies became valuable again】

Looking at two news pieces from overnight together is quite interesting: one is that Moon of the Dark Side was reportedly in talks for fundraising at a valuation of $50 billion—remember that? Just a couple of days ago, its products were newly pushed by users into purchase limits. The other is that the US is preparing yet another round of tariffs. On one side, hot money is pouring into AI with everything it’s got; on the other, the old script of trade frictions is back again. Heat waves and cold streams are hitting at the same time—this is the market right now: opportunities exist, but nothing is ever free. Which are real signals, and which are background noise—we’ll help you filter them every day. #SKHYNIX $SOXL ‌