CJ_Blockchain

The current market can no longer support Mag7 rising together; some are going up while others are falling.
Google and Amazon, which previously performed well, have recently been consolidating. Today, Nvidia and Microsoft are rising again.
It can be understood as a factor of news sentiment, or it can be seen as limited liquidity rotating.

I listened to Jensen Huang's press conference all the way through today. Everyone was watching data centers and CPUs. But what interested me more was what Huang mentioned about Cadence.
Today, Huang brought up their company in the meeting.
He said they are using their chip design Agent to develop chips. I think this is a pretty exciting narrative in the current market.
Previously, EDA was used by people. Now it’s becoming Agent. The story is highly compelling.
Major players are all in the ASIC era. The demand for EDA was already rising. Not to mention the agentization, which even Huang

Although I bought ORCL some time ago, I have recently done a lot of research (read many others' studies), especially on SEMI analysis.
I found that Neo Cloud is not really a good business. Or rather, it's not that good.
The investment logic of Neo Cloud essentially relies on investing in the phase mismatch of supply and demand.
Taking Oracle as an example, Oracle was one of the earliest to leverage debt to compete for data center capacity. So when supply and demand for computing power are mismatched, Oracle can meet excess demand with relatively high gross margins during a specific perio

The friends I know who haven’t bought any AI-related assets yet—
Basically, they’ve only used Doubao.
Sometimes, using AI might not directly help you make money. But once you’ve experienced this essence of human wisdom, it can help you hold onto many assets.
Strengthen your confidence in what you hold. This kind of confidence may matter more than what you’d get from researching for a few days.

These days, because of the Tiger Futu incident, everyone is recommending brokerages.
Many people are recommending IBKR.
To be honest, I think IBKR is quite suitable for value investors.
Because IBKR is the most damn difficult app I've ever seen.
I don't want to open this software unless absolutely necessary.
It's perfect if you buy good stocks and then forget about them.
Disgusting user interface.
A bunch of buttons you can't understand.
Bizarre pop-up alerts.
Confusing profit and loss calculation methods.
K-lines that look like a pile of shit.
All of this is to make you

Chinese concept internet stocks really only deserve a 10PE.
Don't fantasize
Don't fantasize
Don't fantasize
Chinese concept stocks lack value investing.

AI Startup Paradox
If you want to create a product in the AI niche, you must make enough money from this product within six months or tell a compelling enough story.
Why six months? Because six months is enough for large model companies to discover that you're using their massive tokens, and then copy you.
Manus is like this; look at its current valuation of 2 billion—who still buys it? It didn't even take half a year—just three months. Codex and Claude, with a few updates, have already knocked it out.

Everyone was cautious before NVIDIA's earnings report.
Thinking about it carefully, it makes sense.
Exceeding expectations is within the forecast.
But if they miss, it could lead to a stock market crash.

Google's recent product update, how did they turn Antigravity directly into CodeX? 😂😂Is OpenAI still far ahead?

The current situation in the U.S. stock market is the aftermath of the Strait of Hormuz incident; the risk points are actually the same as the logic behind the recent decline. The strait remains blocked, oil prices can't go down, and inflation has truly reflected in the data.
Adding to that, a bunch of people think that NVIDIA will deliver an unexpectedly strong earnings report tomorrow, then sell (just typing this sentence feels a bit awkward, haha).
Macro has always been my unknown territory. I can cobble together some thoughts if I want to talk about it, but ultimately, it can't serve a

Send the recent projects on Base that I think haven't been valued yet.
Before everyone rushes into Base, I was already digging into these in the channel.
But these have already increased by 5-10 times, and I’m too lazy to repost the same info after the launch on X.
So, let’s look at some new projects.
1⃣FAIR @fair_vc A on-chain VC project launched by Re7’s partner, recently rebranded to a new model that allows everyone to participate and promote projects.
The hot project AEON was launched by fair’s dev @runn3rrr, who shared key info at launch.
Buying about 0.2% of the tokens can g