Jack 牛牛
commented on
$Coinbase (COIN.US)$ Looks like a bottom
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$Cerebras Systems (CBRS.US)$ Cathie Wood’s funds are so cheap now—are you really not buying in?!
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Jack 牛牛
commented on
$Cerebras Systems (CBRS.US)$ where is Cathy aunty ...
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$Cerebras Systems (CBRS.US)$ It will rise further; the current free-float market cap is only around RMB 7 billion. It won't decline until after the lock-up expiration in November.
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$Cerebras Systems (CBRS.US)$ Cathie Wood is stuck in a losing position
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Jack 牛牛
voted
The recent IPO of $Cerebras Systems (CBRS.US)$ has become the focus of the market. The company's unique chip architecture may help bridge the inference gap for the non-Nvidia ecosystem in specific scenarios. However, it still faces significant challenges regarding pricing, yield rates, cooling system, and versatility.
Key Features of Cerebras Chips: One Wafer, One Chip
Cerebras' most disruptive innovation is its proprietary wafer-scale ...
Key Features of Cerebras Chips: One Wafer, One Chip
Cerebras' most disruptive innovation is its proprietary wafer-scale ...
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$Micron Technology (MU.US)$ A technical pullback is about to occur
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Jack 牛牛
voted
Quick overview of this week's market opportunities! Is the broader market about to start a pullback?
Weekly macro analysis column: Friends who like it, please follow![]()
Tracking updates on US-Iran news
Tensions between the US and Iran continue. After Iran proposed a three-phase negotiation plan, Trump explicitly rejected it.On Tuesday, the US announced that its offensive military action against Iran had concluded, with the current focus shifting to ensuring safe passage through this crucial waterway.However, 66 days after the US and Israel launched airstrikes against Iran, a cargo ship once again became a target after being attacked repeatedly. (Actions without Congressional approval are limited to 60 days, which means the clock resets and Phase 2.0 could last another 60 days.)This week also saw Iran launching attacks on the UAE, with the conflict between Iran and the UAE continuing to escalate.
Key events to watch now include Volker's rise to power and Trump's visit to China. After Trump's visit to China concludes, he may lift restraints and resume unpredictable actions. Additionally, Volker’s policy direction will likely prioritize quantitative tightening before rate cuts. Thus, Trump’s unpredictability combined with potential liquidity tightening could introduce bearish factors for the market by the end of this month.
Brazil's crude oil exports to China surge, becoming a stable supply source
Brazil's crude oil exports to China increased 2.2 times, while exports to the US tripled.
The UAE exits OPEC, escalating tensions with Saudi Arabia
Due to longstanding grievances with Saudi Arabia and differing approaches to the war with Iran, the UAE announced its withdrawal from OPEC. The UAE is pursuing an independent foreign policy and energy strategy, and plans to form a new regional alliance with Israel and India.
Japan's imports of chemical products from China...
Tracking updates on US-Iran news
Tensions between the US and Iran continue. After Iran proposed a three-phase negotiation plan, Trump explicitly rejected it.On Tuesday, the US announced that its offensive military action against Iran had concluded, with the current focus shifting to ensuring safe passage through this crucial waterway.However, 66 days after the US and Israel launched airstrikes against Iran, a cargo ship once again became a target after being attacked repeatedly. (Actions without Congressional approval are limited to 60 days, which means the clock resets and Phase 2.0 could last another 60 days.)This week also saw Iran launching attacks on the UAE, with the conflict between Iran and the UAE continuing to escalate.
Key events to watch now include Volker's rise to power and Trump's visit to China. After Trump's visit to China concludes, he may lift restraints and resume unpredictable actions. Additionally, Volker’s policy direction will likely prioritize quantitative tightening before rate cuts. Thus, Trump’s unpredictability combined with potential liquidity tightening could introduce bearish factors for the market by the end of this month.
Brazil's crude oil exports to China surge, becoming a stable supply source
Brazil's crude oil exports to China increased 2.2 times, while exports to the US tripled.
The UAE exits OPEC, escalating tensions with Saudi Arabia
Due to longstanding grievances with Saudi Arabia and differing approaches to the war with Iran, the UAE announced its withdrawal from OPEC. The UAE is pursuing an independent foreign policy and energy strategy, and plans to form a new regional alliance with Israel and India.
Japan's imports of chemical products from China...
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Jack 牛牛 : Actually, it's the mid-cap segment