All-Weather Media

Latest

Rubin shrinks, the CUDA myth of Nvidia is starting to falter.

Rubin shrinks, the CUDA myth of Nvidia is starting to falter.

``` Two seemingly unrelated pieces of news landed one after another in the last week of June. On June 25, OpenAI released its first self-developed AI inference chip, Jalapeño, partnering with Broadcom to complete the process from design to tape-out in just nine months—the world's largest GPU buyer

The Battle for Bulk Snack Stores Entering Beijing: The Low-Price Model Faces a Stress Test

The Battle for Bulk Snack Stores Entering Beijing: The Low-Price Model Faces a Stress Test

A bottle of mineral water costs a little over 1 yuan, a bottle of cola is less than 2 yuan, juice and coffee are placed at the entrance, and shelves inside the store are lined from puffed foods, biscuits, and candies, all the way to marinated snacks, dairy drinks, and

Add or not to add? The Central Bank’s Difficult Choice under a “K-shaped Economy” -- The Federal Reserve’s “Dilemma”

Add or not to add? The Central Bank’s Difficult Choice under a “K-shaped Economy” -- The Federal Reserve’s “Dilemma”

``` The U.S. economy is splitting along a "K-shaped trajectory": high-income groups are enjoying asset appreciation and consumption prosperity, while low-income groups are trapped in rising rents, debt pressure, and weak employment. This structural divide is pushing the Federal Reserve into a dilemma that traditional monetary policy tools

The US dollar makes a strong comeback? Hedge funds continue buying as institutions proclaim: The "explosive rally" of 2022 may be repeated!

The US dollar makes a strong comeback? Hedge funds continue buying as institutions proclaim: The "explosive rally" of 2022 may be repeated!

The long-silent US dollar bulls are quietly regrouping. Hedge funds have been buying dollars over the past two weeks to counter major G10 currencies. According to Chase Trend Trading Desk, HSBC multi-asset strategist Duncan Toms directly listed "explosive dollar rally" as a core "pain trade" for

Japanese and South Korean stock markets opened high but closed lower; the Kospi index fell 2%, and the yen fell below the 162 mark for the first time in forty years.

Japanese and South Korean stock markets opened high but closed lower; the Kospi index fell 2%, and the yen fell below the 162 mark for the first time in forty years.

``` Asia-Pacific stock markets opened higher led by technology stocks but quickly plunged; the yen fell below its lowest level since 1986, and the market remains highly vigilant about possible intervention by Japanese authorities. On Tuesday, Japan's Nikkei 225 Index opened up more than 1.4%, then turned to

NVIDIA's four-chip Rubin Ultra "canceled just three months after release" sparks heated discussion; SemiAnalysis says "NVIDIA's market share is being eroded."

NVIDIA's four-chip Rubin Ultra "canceled just three months after release" sparks heated discussion; SemiAnalysis says "NVIDIA's market share is being eroded."

The original design of NVIDIA's next-generation flagship AI chip Rubin Ultra was reportedly forced to be significantly downsized due to packaging and manufacturing challenges. On June 30, chip industry research institute SemiAnalysis posted on the X platform, claiming that the original 4-chip Rubin Ultra was canceled about three

Bank of America technical analyst: U.S. stocks will undergo a "three-wave correction" this summer

Bank of America technical analyst: U.S. stocks will undergo a "three-wave correction" this summer

``` The head of Bank of America's technical research warns that the recent rally in the S&P 500 index is showing signs of fatigue, and investors should prepare for a possible 'three-wave correction' in the coming months. Paul Ciana, Head of Technical Research at Bank