0xmilk

It’s no longer just a matter of Jensen Huang leaving Nvidia
OpenAI and Anthropic, the two closed-source AI giants, have long been at odds with Jensen Huang over the open-source AI approach and industry regulation.
Now, with the most influential supporter of open-source AI suddenly gone, the balance of power across the entire industry may be shifting.
If no one with enough influence stands up for open-source AI in the future, who will ultimately benefit?
It will probably be these closed-source giants.
As their competitors gradually lose their voice, the open-source ecosystem comes under constra

Old Huang has resigned
I suddenly had a bold idea.
I know, this idea might sound a little premature, even a bit far-fetched
But when you think about it, it doesn't seem entirely impossible, right?
I think we can give it a shot—what if it works? 🤣

All the signs over the past few days have made me increasingly think that Jensen Huang is more likely to leave Nvidia’s board.
If he really does leave, how much of a hit will NVDA’s share price take? How long will it take the market to absorb the shock of this personnel change and regain confidence?
Nvidia is due to report earnings on the 17th of this month. I’ve even been wondering whether this personnel change could be completed before the earnings announcement. If the uncertainty is resolved in advance, then once earnings are announced, provided the results are strong enough, could the shar

I opened my account and my world came crashing down. Everything was fine before I went to sleep, but when I woke up, my money was gone 😂

Two more companies have been penalized for fraud. In recent years, dozens to nearly 100 financial fraud cases have been investigated and punished in the A-share market each year.
Are there this many in other markets too?
Still, the fact that so many are uncovered each year is a good thing from another perspective, right?😂

I was wondering why it's so strong today, up so much—turns out this is why…
I saw the news too late 🥹
I'm so late I can't even eat shit while it's still warm~😭

The market initially expected Anthropic’s valuation to reach $2 trillion
It was later gradually lowered to $1.2 trillion to $1.4 trillion. Now the official valuation is around $1 trillion, which has cooled the market
At this $1 trillion IPO pricing, will it still pop on its first day of trading?

BTC has been so weak lately, just grinding everyone down
Like an old lady going downstairs: she shakes twice before each step, giving you a tiny bit of false hope, then turns around and takes the next step
It just keeps hovering here, so bearish it leaves you feeling helpless

Jensen Huang’s affair, Nvidia’s board immediately launches an independent investigation, national security risks compounded by a top-level scandal
Foxconn Industrial Internet, which is deeply tied to Nvidia, still turned sharply higher today
Given the A-share market’s usual behavior, this shouldn’t be happening. Could it be because it had fallen too far earlier

After going through the period from May to October, I’ve been cramming lately and studying A-shares in depth. I’ve started to get a tiny bit of a feel for how things work 😎
I used to think that if a company had good performance and a great financial report, it was safe to buy in. But after learning more, damn, there are so many frauds. You have to pore over every word of the financial reports.
I have to say, the listed companies in A-shares really have some deep tricks. As soon as the stock price hits a peak, major shareholders immediately announce personal share reductions, cashing out hundr

Kids today develop myopia faster than we saved up our pocket money when we were young.
My child has been wearing glasses for over four years. We’ve replaced the lenses twice already, and today is the third time. The defocus lenses we get each time are supposed to control how quickly myopia progresses, keeping it to around 0.5 diopters a year. We had the eyesight checked this afternoon, and it had already worsened by 0.5 diopters in the second half of the year. That means it worsened by 1 diopter in a year—way too fast
Wearing glasses is also pretty expensive. We have to replace them every year

On the Polymarket prediction market platform
Most people think AI won’t reach the “bubble burst” stage at least until mid-next year.
Therefore, based on current market consensus, expectations for AI remain generally optimistic.
Even after the impact of Thursday’s black swan event, the related probabilities haven’t risen much.

Got battered in A-shares last month—are we starting to get battered in US stocks this month?
Are the US stock markets opening the floodgates?

There are voices within the U.S. Democratic Party calling for a pause in advanced AI development, and they have plenty of support (California, for example).
Is this why A-shares are doing so well? AI in the West is constrained by policy, but not in the East. My semiconductor equipment stocks are soaring 🥳
Maybe I’ll break even before long 🤩

Today, Hong Kong’s Legislative Council passed a new crypto-related regulation. Tax authorities in different jurisdictions will have an easier time accessing each other’s cross-border transaction information
Starting around 2027
Starting in 2028, information will be exchanged with other jurisdictions
Transparency is increasing; they say it brings Hong Kong in line with international standards

Has the market already begun to deflate the AI bubble, eliminating uncompetitive companies? Could the companies that survive give rise to the next Amazon, as they did after the dot-com bubble burst?