BabyGi

Love is a beam of light, and the green is making you panic～Can the A-share market’s recent string of corrections～still let us enjoy the National Day holiday?
But I think this is just a normal bubble squeeze-out. Chip and AI themes pushed stock prices too high in the first half of the year, but the market can’t celebrate New Year every day. In the second half, as the Shanghai Composite retreated to around 3,880 points in late September, funds are now retreating across the board, trading volume has also shrunk, and the market is undergoing a sharp correction
I expect this volatile adjustment to

The way AI giants burn money has completely changed; they are no longer just fixated on fighting over GPUs from NVIDIA
Recently, Anthropic dropped two major bombshells: first, it signed a 7-year CPU computing power agreement with Akamai $AKAM worth $11.6 billion
Second, it plans to spend at least $40 billion renting a 1-gigawatt data center from a developer under Apollo $APO , while installing TPUs developed by Broadcom $AVGO and Google $GOOGL itself
AI giants are all rushing to cut out middlemen
They are bypassing traditional cloud giants and directly renting data centers from underlying d

I just checked the world's rich list
I rank 7,396,782,598th
Down three places from yesterday
I figure it's because I bought breakfast this morning
I really regret it

Robinhood CEO sells over $32.54 million worth of company stock $HOOD
The CEO sold more than 90% of his own company shares—is he cashing out at a high, or has he lost confidence in the company?
A close look at the latest SEC filings and data reveals a major misunderstanding: CEO Vladimir Tenev did sell 259k Class A shares, cashing out approximately $32.54 million, and his direct holdings indeed fell to just over 6,000 shares
The key point is that the real bulk of his holdings consists of Class B voting shares. After the transaction, he still holds over 48 million Class B shares, so his control

Chip production capacity is completely oversubscribed, and TSMC has locked in a price hike for 2027 a year in advance—what gives it such confidence?
TSMC announced that wafer foundry prices will rise by 3% to 6% starting in 2027, led by advanced nodes such as 2nm and 3nm. But it is not just that AI chips are in short supply—the AI industry is triggering a serious spillover effect across supporting industries
Previously, everyone focused only on computing chips. Now, as computing centers undergo frenzied expansion, orders for mature-node chips such as power management, optical communications, a

Why does a giant have to rely on force majeure to defend its computing infrastructure project—is this legal risk avoidance, or the first warning bell for an AI infrastructure bubble? $CRCL
Oracle issued a force majeure notice to the developer, ostensibly to avoid breach-of-contract liability due to delays in environmental and pipeline approvals, but in reality to hedge against the risks of a highly leveraged financing structure
Project Jupiter uses SPV off-balance-sheet financing, deeply tying Oracle, OpenAI, Blue Owl, and debt together. When the project proceeds smoothly, it can amplify leve

My current state is basically this:
I want to do physical labor
but find I have no strength
I want to do mental work
but find I have no brains
Speaking of social awareness
I’m nearsighted too
I want to learn some social graces
but find it’s all accidents
Sometimes people bully me
but my memory is so bad
I can’t even remember to hold a grudge
I’m financially independent
If my family gives me some, so be it
If they don’t, I’ll ask for some
I’m always worried my family has no money
so I occasionally ask about my family’s finances
and then I can reassure myself
that I don’t need to go out and wo

Setting money aside,
what do you lack most right now?
🤔

From answering questions to directly handling tasks, is AI applications really about to change dramatically this time?
Meta’s Muse went viral, with the key shift being from providing answers to getting things done. It can not only search for information, but also open webpages in the background, fill out forms, book flights, and even list cars for sale, directly outclassing traditional chatboxes. This has also driven parent company Meta $META ’s stock price steadily higher
The form of computing has changed
Users are given cloud-based virtual machines that can keep running tasks around the cloc

AI has been rallying for so long—how can you still buy in from here?
Everyone is scrambling for computing chips now, but it has become increasingly difficult to capture excess returns by focusing on computing power alone. The market’s capital logic is shifting. Capital expenditures by tech giants are still surging this year, and the following areas may be the next major drivers
Electricity and water are the real bottlenecks for computing power
AI data centers consume enormous amounts of electricity. Silicon Valley and China are both pushing aggressively for power-grid upgrades. High-voltage po

The Nasdaq hit another record high, and AMD’s market cap has even broken through $1 trillion. Do you think this wave of AI trading is a real recovery, or just a hollow rally driven by options?
The recent market action is pretty interesting. Meta $META launched an AI agent called Muse, completely igniting the buzz around AI Agents.
People are starting to realize that AI has evolved from merely chatting to helping with complex, continuous tasks, fundamentally changing underlying demand.
Previously, everyone was focused on competing for Nvidia $NVDA GPUs, but agents need to run around the clock

Gate Gala dinner
Only the loser in the yellow dress didn't win a prize🏆
Everyone else got prize money💰
🥹
@Rav_Hedda @0xYukiRabbit @0xMeow0130 @ScarlettWeb3 @JYdmnLFG @gigiz_eth
Thanks to @Gate @Gate_zh @Han_Gate @JoeyJia11 @Godot_gate @Gate_Ric
#GateEvent

Trump’s security agreement sends Greenland concept stocks soaring, with resource stocks taking off across the board; Greenland Energy gains over 100%
How long can Trump’s security agreement keep Greenland concept stocks funded?
Feels like sentiment-driven speculation, not a fundamental reversal
US-Denmark-Greenland agreement wording is contradictory
Trump says he secured permanent control and veto power, while Danish and Greenlandic officials immediately refuted this, stressing that sovereignty remains unchanged and that the agreement involves no funding or commercial permits
The three stocks

Is altseason really coming, or is this another pump-and-dump?
Recently active: hyperliquid:native and near:native
HYPE: The fundamentally strong leader in perpetual contracts
Up more than 11% in a single day, Hyperliquid is the leading decentralized perpetuals platform, with on-chain trading volume and fee revenue consistently ranking first. The capital is buying real protocol revenue, not an empty narrative. As long as demand for decentralized derivatives remains, pullbacks are opportunities to build positions in batches. After a short-term surge, some profit-taking may occur, but it will lik

In this world, the kind are bullied
Have you noticed?
Those who cook every day get scolded if they skip it for one day
Those who never cook get praised by the whole family when they do it once in a while
Those who always give in are called unreasonable when they stand up for themselves just once
Those who lose their temper every day are praised as so considerate when they act a little gentler
A bad person does bad things all their life, then does one good deed before dying and is said to have turned over a new leaf
A good person does good things all their life, then makes one careless mistake

Fed’s Probability of Another Rate Hike in October Surpasses 55%
Are people overestimating the resilience of risk assets, or underestimating the Fed’s determination to fight inflation?
At the September rate meeting that just concluded, the Fed announced a 25-basis-point rate hike, bringing the benchmark rate to the 3.75%–4.0% range. This was the first rate hike to resume in nearly three years, directly shattering the market’s previous optimistic hopes for rate cuts. However, after the rate hike was announced, CME data quickly showed that the market’s probability of another 25-basis-point hike t