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The AI-infrastructure trade is still running hot: despite U.S.–China headlines, many mining stocks keep making new highs—IREN is up an eye-catching 57% MTD in October—and Bitdeer’s September update alone helped lift its shares about 25%, underscoring how “power + sites” can be rapidly repurposed for AI.
Bitdeer’s September update: +25% share move
Bitdeer released its September operations update yesterday, sending its shares sha...
Bitdeer’s September update: +25% share move
Bitdeer released its September operations update yesterday, sending its shares sha...
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By Jessie Meng, Investment Director, China AMC
Christopher Wong, Client Portfolio Strategist
Key takeaways:
– Initial results of China's innovation-driven transformation, coupled with supportive policies have positively impacted the economy.
– The A-share market is experiencing ample liquidity, primarily driven by active institutional investors.
– As the wealth effect from equities strengthens, households shifting funds from low-interest bank deposits to high...
Christopher Wong, Client Portfolio Strategist
Key takeaways:
– Initial results of China's innovation-driven transformation, coupled with supportive policies have positively impacted the economy.
– The A-share market is experiencing ample liquidity, primarily driven by active institutional investors.
– As the wealth effect from equities strengthens, households shifting funds from low-interest bank deposits to high...
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$MARA Holdings (MARA.US)$
going again since didnt get assigned.. in the meantime, CF with fish..
going again since didnt get assigned.. in the meantime, CF with fish..
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keep it up!
newbie but I jumped in this last year🤷🏽♀️ guess I’m doing something right, lol! learning as i go!☺️
newbie but I jumped in this last year🤷🏽♀️ guess I’m doing something right, lol! learning as i go!☺️
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財經媒體分析師的觀點轉載節選， 半信半疑地研究一下，原文連結在跟貼中：
Yesterday I did an interview with a journalist about what the next decade of the AI trade looks like.
Every market cycle starts with abundance and ends with constraint. The AI trade is no different where each leg reveals the next bottleneck:
• Compute (2023–2025)
This is the silicon era where $NVDA, $AMD, $TSM & $ASML are building the new industrial base of the digital economy. Compute is capacity so whoever ...
Yesterday I did an interview with a journalist about what the next decade of the AI trade looks like.
Every market cycle starts with abundance and ends with constraint. The AI trade is no different where each leg reveals the next bottleneck:
• Compute (2023–2025)
This is the silicon era where $NVDA, $AMD, $TSM & $ASML are building the new industrial base of the digital economy. Compute is capacity so whoever ...
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$NVIDIA (NVDA.US)$ Bye to shorties and trolls who were trying to profit by instilling fear, screaming 160, 110. ![]()
Have fun holding onto your shorts and puts over the weekends.
Bessent and He Lifeng just had a video call. And next week in Malaysia, Bessent plan to meet He Lifeng before Trump’s meeting with Xi. This marks an actual action taken to de-escalate, as China had previously chosen to defer.
Bessent had praised He Lifeng as someone he has “great r...
Bessent and He Lifeng just had a video call. And next week in Malaysia, Bessent plan to meet He Lifeng before Trump’s meeting with Xi. This marks an actual action taken to de-escalate, as China had previously chosen to defer.
Bessent had praised He Lifeng as someone he has “great r...
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