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Industry Insights

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NVIDIA early investor Gavin Baker's investment philosophy: Long AI Infrastructure Bottlenecks, Short Overall Market Risk

#Nvidia #investment

The Era of Free Internet is Over

#META #WhatsApp

Anthropic's revenue surpasses OpenAI by at least 35%, IPO Competition Landscape Altered

Trillion-Dollar Memory Sale Extravaganza, Halved Profits for Memory Buyers

#nvidia #Calculate the force

Grayscale Report: HYPE 14x P/E Ratio, How Much Room is Left to Match the Robinhoods?

#Hyperliquid #HYPE

On a mountain road in Shaanxi, China, Lex Fridman, who has tens of millions of fans, hitched a ride on a truck

#AI #technology

Arthur Hayes Interview with NEAR Co-Founder: HYPE Target Price $150, Does NEAR Still Have 20x Upside Potential?

This generation of meme stock traders no longer bothers to look at financial reports

#U.S. stocks #AI

Hedge Fund 1st Quarter Analysis: Everyone is Selling Software and Buying Chips

#Goldman Sachs #Hedge Fund

Reddit Hot Post: The Era of Altcoins is Over, But No One Wants to Admit It

#Altcoin Seasonal Index #The currency etfs

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BONK is a community-driven fintech brand with over 1 million holders and has integrated with over 400 product ecosystems, covering cultural dissemination, consumption scenarios, and DeFi infrastructure.

MSX Research Institute

RWA Tokenization and the US Stock Market's Chief Observer