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Chinese AI companies are seeking to secure overseas NVIDIA computing power in advance, fearing that the US may tighten restrictions on remote access.

Today, 24 mega-whales bottom-fished Nvidia with over $64 million, Jensen Huang's future hangs in the balance.
Forbes: If Jensen Huang were to leave, Nvidia's stock price and the AI industry could suffer a severe blow.

Analysis: 75% of China's overseas computing power comes from Southeast Asia; if Jensen Huang is ousted, new computing power leasing may face further pressure.

Wall Street analysts bluntly state that "removing Jensen Huang" could lead to a 20% plunge in the stock price.
Potential beneficiaries of Nvidia management turmoil: AMD and Broadcom may be the biggest winners, Samsung may receive more HBM orders.

Tencent's 28th Anniversary Meeting Revisits AI Crisis: Half to Maintain Legacy Businesses, Half to Pursue AI-Native Endeavors

Zhang Yiming: Seed's training data is several orders of magnitude less; ByteDance won't be able to compete with OpenAI and Anthropic until at least 2029.
ByteDance hit by consecutive senior tech executive departures within a week: Zhang Xin, Vice President of Volcano Engine, is also set to leave.
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On-Chain Activity
39min ago

Anthropic's largest on-chain short position continues to increase, with a $70.5 million short position showing a floating profit of $1.41 million.

54min ago

A certain whale closed a $190 million long position in Nvidia, incurring a loss of $2.45 million.

2h ago

Yesterday, Nvidia contract trading volume on Trade.xyz exceeded $970 million, setting a new all-time high.

2h ago

F2Pool co-founder Wang Chun bought 5,246 ETH in the past 2 days, worth approximately $10.78 million.

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6min ago

Coinbase warns that EU DeFi regulation may push users towards platforms with less protection.

7min ago

Strive raises SATA dividend rate to 13.25%, holds approximately 43,153 BTC

8min ago

Nvidia CEO controversy fails to deter dip buyers, nearly 90% of Saxo clients' trades are buys

24min ago

JPMorgan cuts Nvidia price target to $215 from $320.

32min ago

Bernstein warns against bottom-fishing Nvidia for now, downgrades rating to "Market Perform".

39min ago

Anthropic's largest on-chain short position continues to increase, with a $70.5 million short position showing a floating profit of $1.41 million.

45min ago

Stablecoin supply plunges $14.2 billion in 30 days, marking the largest drop since June 2022

54min ago

A certain whale closed a $190 million long position in Nvidia, incurring a loss of $2.45 million.

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1

Another extramarital affair of Jensen Huang has been exposed, and the board of directors may meet as soon as today to vote on his removal.

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Another extramarital affair of Jensen Huang has been exposed, and the board of directors may meet as soon as today to vote on his removal.
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Who wants to take down Jensen Huang?

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Who wants to take down Jensen Huang?
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Strategy removed from stock index, how large are passive selling pressures really?

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Without Jensen Huang, how much would Nvidia still be worth?

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