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Early investor in SpaceX and Tesla: I am betting on energy, life sciences, alternative proteins, and new materials.

Early investor in SpaceX and Tesla: I am betting on energy, life sciences, alternative proteins, and new materials.

Steve Jurvetson is Elon Musk’s first investor, an early investor in SpaceX and Tesla, and has known Musk for 29 years. In a recent interview, he shared his predictions on the future of AI and his current investment directions. Jurvetson believes AI-driven computational exponential growth will disrupt the energy,

TSMC PIC production capacity expands 30 times in three years, CPO supply chain enters volume release window

TSMC PIC production capacity expands 30 times in three years, CPO supply chain enters volume release window

``` The leapfrog expansion of TSMC’s photonic integrated circuit (PIC) capacity is pushing CPO (co-packaged optics) from the laboratory phase to large-scale mass production, opening a new growth window for the entire AI optical communication supply chain. According to Taiwan’s Industrial and Commercial Times on Wednesday, brokerage institutions estimate

Goldman Sachs trading desk: The sell-off of US momentum stocks is fiercer than anything seen since 2020! However, there is no sign of "panic" yet, and retail investors remain the biggest support.

Goldman Sachs trading desk: The sell-off of US momentum stocks is fiercer than anything seen since 2020! However, there is no sign of "panic" yet, and retail investors remain the biggest support.

U.S. high-beta momentum stocks experienced their fiercest sell-off in this round, but the market has not yet fallen into panic-driven liquidation. Goldman Sachs trading desk described the July 7 trading as an "ugly day" in their latest recap report. Due to Samsung's revenue being slightly

Completed a turnaround through chip and AI trading; hedge funds achieve their best half-year performance since 2021.

Completed a turnaround through chip and AI trading; hedge funds achieve their best half-year performance since 2021.

``` After experiencing dramatic turbulence in the first quarter, the hedge fund industry completed a strong reversal, achieving its best first-half performance in five years thanks to semiconductor and artificial intelligence-related bets. On Wednesday, Bloomberg cited data from research firm PivotalPath, reporting that as of June 30, 2026, hedge funds achieved

Will this year’s entire market scale be achieved in the next 5 years? Musk’s “chip super factory” Terafab makes a big splash in semiconductor equipment

Will this year’s entire market scale be achieved in the next 5 years? Musk’s “chip super factory” Terafab makes a big splash in semiconductor equipment

``` Musk is building an unprecedented vertically integrated semiconductor complex, with a potential investment scale large enough to reshape the global semiconductor equipment market landscape. According to Chasewind Trading Desk, a research report released by UBS on July 7 indicates that the wafer fabrication equipment (WFE) procurement scale for SpaceX’s

Goldman Sachs reintroduces "HALO trading": the second phase has just begun.

Goldman Sachs reintroduces "HALO trading": the second phase has just begun.

Heavy asset stocks have outperformed light asset stocks, a trend that has lasted for over a year. However, in its latest report released on July 7, Goldman Sachs Europe Equity Strategy Team stated: the first phase of the HALO trade—valuation repair—has basically concluded, and the second phase has

Micron and SanDisk led the decline; the entire sector plunged. Market focus: Has memory storage peaked?

Micron and SanDisk led the decline; the entire sector plunged. Market focus: Has memory storage peaked?

``` Memory chip stocks experienced a large-scale sell-off on Tuesday, as concerns over a cyclical peak overshadowed Samsung's impressive preliminary results. On Tuesday, after Samsung announced better-than-expected preliminary second-quarter operating profit, its Korea-listed shares closed down 7%. US memory chip sector stocks came under broad pressure and fell, with