101538140
commented on
$Ondas (ONDS.US)$ Good thing I got out fast, there's another share issuance. Remember to buy at 8 or 9 and sell at 11 😎
Translated
5
1
101538140
voted
🔴 Hotspot 1: Full-blown AI chip celebration — NVDA hits a new high + CBRS soars 68% + H200 export ban lifted for China ★★★★★
▸ Core Logic:The US government approved the export of the H200 chip to 10 Chinese companies, directly boosting expectations for NVDA's revenue recovery in China. NVDA surged from 229.90 to 235.74 throughout the day, hitting a new high. On the same day, Cerebras (CBRS) made its Nasdaq debut, opening at 185 and skyrocketing to 311 (+68%). The market priced it as an "NVDA challenger + pure computing power concept," which instead created a positive feedback loop — the emergence of a new story proves that there are still incremental narratives in the AI computing power sector, boosting the entire ecosystem. POET Photonics (+43%) is an independent track, not reliant on NVDA’s performance, but benefited from the sentiment boost on CBRS's listing day.Counterintuitive point:INTC fell -7.57% on the same day, completely diverging from the sector — Intel is not part of the beneficiaries of the H200/AI computing power trend, and is instead facing valuation pressure due to AI chips replacing traditional x86 computing. This represents structural divergence rather than a shift in the AI theme.
▸ Key price:
$NVIDIA (NVDA.US)$NVDA 229.90→235.74(+4.4%), night session 236.37 |
$Cerebras Systems (CBRS.US)$ ...
▸ Core Logic:The US government approved the export of the H200 chip to 10 Chinese companies, directly boosting expectations for NVDA's revenue recovery in China. NVDA surged from 229.90 to 235.74 throughout the day, hitting a new high. On the same day, Cerebras (CBRS) made its Nasdaq debut, opening at 185 and skyrocketing to 311 (+68%). The market priced it as an "NVDA challenger + pure computing power concept," which instead created a positive feedback loop — the emergence of a new story proves that there are still incremental narratives in the AI computing power sector, boosting the entire ecosystem. POET Photonics (+43%) is an independent track, not reliant on NVDA’s performance, but benefited from the sentiment boost on CBRS's listing day.Counterintuitive point:INTC fell -7.57% on the same day, completely diverging from the sector — Intel is not part of the beneficiaries of the H200/AI computing power trend, and is instead facing valuation pressure due to AI chips replacing traditional x86 computing. This represents structural divergence rather than a shift in the AI theme.
▸ Key price:
$NVIDIA (NVDA.US)$NVDA 229.90→235.74(+4.4%), night session 236.37 |
$Cerebras Systems (CBRS.US)$ ...
Translated
3
1
101538140
voted
$Ondas (ONDS.US)$ What’s the market movement like today? Will there be a significant pullback or will it continue to break through?
Translated
4
![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
![[error]](https://static.moomoo.com/node_futunn_nnq/assets/images/no-network.991ae8055c.png)
101538140 : yo bro!