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``` Over the past three years, AI investment has revolved around a single keyword: GPU. From the explosion of generative AI sparked by ChatGPT to the skyrocketing market value of Nvidia, the market has formed an almost unanimous consensus—the era of future AI computing power belongs to GPUs, and CPUs

``` SpaceX is about to complete the largest IPO in history at a valuation of approximately $1.8 trillion. This is not just a wealth frenzy; it will profoundly reshape private market pricing logic, the hierarchy of venture capital, and the valuation benchmarks for subsequent tech company listings—the “class reshuffle”

``` The token economy faces severe challenges, the price war has already begun, and the deployment of cutting-edge AI may accelerate towards concentration in a few capital-rich enterprises. Frank Flight, Head of Macro Strategy at Citadel Securities, makes it clear in his latest report that the AI market is becoming "

``` Introduction of Guest Teachers in This Section: Recent Gold Performance: From Independent Movement Back to Cyclical Pricing Hello friends of Wallstreetcn. Today, let’s have a good chat about gold. I wonder if anyone has noticed, since March 2026, gold’s performance has been rather disappointing. Calculated out, it’s

``` Guest Teacher Introduction for this Column: Hello everyone, this is the first episode of our new column. Today, instead of discussing the ups and downs of a single market, we want to talk with you about two core questions: how to understand the current economic cycle, and how to capture

Oracle plunged 12% early Thursday, marking the biggest single-day drop since last December. The earnings report released the previous day showed its cloud infrastructure business (OCI) is accelerating, AI-related orders hit a record high, and remaining performance obligations (RPO) exceeded $638 billion. However, after the earnings release, the stock switched

``` The brief recovery of the software sector has come to an end, as the AI disruption threat continues to suppress valuations. According to Bloomberg, the iShares Expanded Tech-Software Sector ETF (IGV), which tracks software stocks, was driven by several strong earnings reports at the beginning of this month, gaining 16%