2025lovepeace

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

Anthropic’s second-quarter performance was nothing short of a bombshell! Preliminary revenue exceeded $11.5 billion, surging more than 14-fold from $787 million in the same period last year and representing an exponential leap from the $4.73 billion recorded in the first quarter. This isn’t just growth—it’s an epic explosion.

Unitree Robotics can be bought before the IPO; after the IPO, ROBO is expected to plunge.
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For the seven sisters of U.S. stocks—Apple, Microsoft, Google, Amazon, Nvidia, Meta, and Tesla—valuation premiums have narrowed significantly after the pullback. These companies’ dominant positions in core sectors such as AI, cloud computing, search, and social media continue to support a solid long-term growth outlook. If Fowler’s assessment proves correct—that the derisking phase has come to an end and capital is flowing back into technology—then current valuations look absurdly cheap and may represent a window of opportunity to build positions.

$ACE Another Chinese-controlled market with a triple-number coin? It has nearly quadrupled in two days. Chinese traders love a straight-line plunge; it should be time for a drop, right? $HEI Delisted coin, a double-top pattern has formed! Short one lot at 18, target 13. The risk-reward ratio looks good. Welcome to the short side! $BR It has plunged and broken down! Short! The daily chart is starting to fall continuously, just like the previous five waves. It can drop to at least 0.14, for a 30% gain.

Public support from U.S. President Donald Trump. Trump spoke highly of IBM’s determination to maintain U.S. technological dominance, believing that its partnership with OpenAI and investment in quantum encryption will help consolidate the United States’ global leadership in AI and quantum technology while creating domestic jobs. He emphasized that these critical technologies must not be surpassed by competitors in order to safeguard national security