2025lovepeace

I urge you to quickly convert your money into stocks, gold, and Bitcoin. The massive amount of money printed will not disappear into thin air. Cash and bonds are extremely risky and cannot preserve wealth. Large amounts of capital will collectively flee into gold, stocks, and hard assets. Government deficits and money printing will not stop in the future. Money will become increasingly worthless, and savers will suffer major losses.

Marvell (MRVL) was publicly named by Jensen Huang as the next trillion-dollar company. Its current market capitalization is approximately $210–220 billion, leaving nearly 4x upside to reach $1 trillion. Its AI interconnect and custom chip thesis is the strongest.
2. Cerebras (CBRS) develops advanced wafer-scale AI chips, focusing on inference applications. It is currently one of the few players capable of directly challenging Nvidia.
3. Strategy (MSTR) is essentially leveraged BTC

Although Meta has fallen sharply, its current price has now entered the strongest demand-buying zone of the year. Looking back at March, June, and July, each drop to this level triggered a strong rebound (the last one jumped by $70), and the timing for a long-term entry is now emerging.

The U.S. Department of Defense’s $750 million investment in rare earths directly benefits MP and USAR, supported by three key factors: ① defense orders lock in demand and reduce cyclical volatility; ② subsidies, tariffs, and the Defense Production Act form a coordinated policy package that raises the valuation anchor; ③ amid China’s rare earth export controls, the domestic substitution premium is expected to persist.

CME’s inclusion of ENA in its crypto benchmark index provides further institutional validation for Ethena and strengthens the bullish thesis: ① Inclusion in the index increases passive allocation and institutional accessibility, attracting index-tracking funds; ② It confirms Ethena’s leading position in the stablecoin sector, with USDe already the third-largest stablecoin after USDTUSDC; ③ It resonates with the recent narratives around tokenized assets and compliant stablecoins, reinforcing the yield-bearing stablecoin+RWA narrative.

$ZHIPU It crashed hard—the opportunity is here. A drop is the best opportunity, and I expect it to be pushed back up soon. This is a fairly strong project; at the very least, we could see it reach around 170. The opportunity is right in front of you—can you seize it, and do you dare to? As they say, opportunities are reserved for those who are prepared. Are you ready?$CXMT It held steady at the open.

IREN has delivered its first Horizon AI cloud project to Microsoft, one of four phases under their 5-year, $9.7 billion contract. Horizon 1 is located at the Childress campus in Texas, has a capacity of 50MW, and uses NVIDIA GB300 GPUs. The four phases total 200MW, with the remaining phases expected to be completed within the year. IREN aims to expand its AI cloud capacity to 1.2GW by 2027—the transformation from a mining company to an AI infrastructure provider has officially become a reality.

$TUT Can we go long now?! Signs of accumulation on-chain for the meme coin; the rally isn’t over yet, buy the dips $CL The deadlock in U.S.-Iran negotiations + the escalating Strait of Hormuz crisis are both bullish for crude oil in the short term. Go long! $GIGGLE Go long again?! CZ’s endorsement + the charity narrative

A key signal has emerged in the Korean market: trading volume in SK Hynix leveraged ETFs continues to contract, indicating that Korean retail investors who once aggressively leveraged up to bet on a semiconductor rally are now exiting in droves. The ant army’s deleveraging has entered its final stage. Deleveraging is nearing completion, but the bear market has not yet bottomed. For Korean stocks, it is advisable to remain on the sidelines and wait for the three signals—record-low trading volume, policy support, and a fundamental inflection point—to converge before considering an entry.

Power, grid, and thermal management sectors: VRT, Vertiv, data center power and cooling. GEV, GE Vernova, power equipment. CEG, Constellation Energy, nuclear power. SMR, NuScale, small modular reactors. OKLO, Oklo, nuclear power. The power demand from AI data centers is surging, making nuclear power and grid equipment long-term trends.