Did everyone get the big scoop about claude code last night?
Wealth By Relaxing
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$Alphabet - C(GOOG.US)Which is the leading stock in the TPU chain?
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$Trump Media & Tech(DJT.US) Does anyone know what's up with Trump? Following in Biden's footsteps?
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$XIAOMI-W(01810.HK)Is it a real rebound or a dead cat bounce?
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$NVIDIA(NVDA.US) VS Michael Burry.. The core skepticism of short sellers is one sentence:
"Your sales are high and demand is strong, but cash flow doesn't align. The explanation is too far-fetched."
NVIDIA responded: Market demand is strong and supply is stable.
Short sellers replied: "I can't believe this is the answer from a company with a market cap over $3 trillion.
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$XIAOMI-W(01810.HK)What is the bottom price of this round?
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$NVIDIA(NVDA.US) It's been hard to hit new highs recently. I bought it at over 90 bucks. Earnings are coming up soon—should I sell first?
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Xiaomi released its earnings report, what do you all think?
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$XIAOMI-W(01810.HK)Is there a higher chance of a drop the day after Xiaomi's earnings report?
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Bitcoin has dropped to the 9s, should I average down or is it more practical to buy crypto stocks?
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May I ask which option strategy for Tesla is the most effective?
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In such volatile market, are options a good choice?
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I want to further study options recently, is there anyone to guide me?
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Share a market update:
Chinese e-commerce SaaS ERP provider $JST GROUP(06687.HK) Jushuitan (06687) has closed its public offering at noon today. Brokers continued to receive margin orders, increasing Jushuitan's margin subscription amount to HKD 330.3868 billion, equivalent to HKD 209 million in public offering funds, with an oversubscription of over 1,579 times.
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From the last trade war, look at today's situation
$NVIDIA(NVDA.US) During the trade war, the stock price dropped to 86.61, which is now less than the current 180, but it reached a high of around 195 in less than 9 months. Now, the same external environment has reappeared, but the stock price is no longer what it used to be. Jensen Huang's wisdom is unparalleled—his intelligence, marketing, and the willingness of those around him to serve and support him are unmatched. His business partners have stood by him, and the supply chain he chose is equally reliable. The three-year outlook has provided suppliers with strong motivation and confidence, enabling them to invest heavily and tie themselves closely to NVIDIA...
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Is it too late to buy $iShares Gold Trust(IAU.US) now? The US is about to cut interest rates, and IAU has risen 10% this month. Has it already been fully priced in?
Is it too late to buy now?
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$Invesco QQQ Trust(QQQ.US)US stocks hit new highs again, proving the US bear market only lasted 3 waves ABC for a few months
Bull phase 1, 2, 3 take years while bear phase just months
Basically there won't be bear markets in the US anymore
People got smarter - average down when it drops and buy when salary comes
The financial system has been perfected since Lehman, just like Hong Kong's electoral system
No financial risks, no crises, no bear markets
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$XIAOMI-W(01810.HK) Vote! Will Guo Yu show up on the city wall tomorrow?
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$BRIGHT SMART(01428.HK) What happened? Don't you check Xiaohongshu? Go check it yourself, afraid Old Ye will diss me.
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GPT5 was released last night, the impact on $NVIDIA(NVDA.US) is still uncertain, but I've seen some reviews, sharing here:
#Points that exceeded expectations
1) Significantly reduced hallucinations, which is currently the biggest issue I face when using AI tools
During online searches, GPT-5's answers had 45% fewer factual errors compared to GPT-4o. When thinking independently, the error rate was 80% lower than GPT-3
2) Pricing is lower than expected
GPT5 is available to all users including free users, Pro users get access to GPT-5 Pro (smarter version)
A price interface input $1.25/million tokens, output $10/million tokens
#Points that met expectations (especially compared to leaks from information sources)
1) Code capabilities have indeed improved
SOTA in SWE-Bench, SWE-Lancer, Aider Polyglot. Human final test 42%, SWE 75%.
Based on subsequent tests, coding ability has indeed improved, #some tasks surpassed Claude
2) Math ability improved to AIME 94.6%, reasoning ability improved to GPQA 88.4% reaching SOTA
3) Unified model entry point, GPT5 now decides when to activate deep thinking, previous versions were considered too complex
#Points that fell short of expectations
1) Didn't surpass grok4 on ARC-AGT-2 LEADERBOARD, only slightly better than Claude Opus 4
(ARC tasks cover various abstract logics and thinking modes, including IQ tests that humans solve easily but LLMs previously performed poorly on)
2) Multimodal capabilities only significantly improved voice, some expected coherent video input capability
3) Knowledge cutoff is 2024, not updated to latest 2025 information
4) According to some subsequent evaluations, creative writing ability is worse than previous models, instruction following is mediocre
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$Tesla(TSLA.US)'s Dojo announcement was canceled, which is a bit unexpected, but not entirely surprising. I once heard a senior casually mention the past stories of Joseph Tsai, Liu, Jiang, and Yu from $Taiwan Semiconductor(TSM.US), and only then did I understand the subtle 'grudges' between Info and CoWoS.
I didn't expect Elon to stumble so badly over this detail. The architecture of Dojo was very forward-looking, but in the end, it came down to differences in technical path and understanding—much like martial arts disciples interpreting the same philosophy differently.
I'm curious: When Tesla chose this technical path, did they really not spend much time researching the 'controversy' between Info and CoWoS? Or did they decide to follow this path after seeing $NVIDIA(NVDA.US) shine so brightly in the market with CoWoS? Could this have caused some internal dynamics and changes within TSMC?
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$OSL GROUP(00863.HK) Explain the matter of OSL Group placing 101 million shares through a top-up placing:
In Hong Kong, there is a type of share issuance called top-up placing. The major shareholders of a listed company first sell their own shares to investors, and then apply to the regulatory authorities to issue the same number of shares to the major shareholders at the same price.
The characteristic is one word: fast!
So OSL Group quickly raised over HKD 2 billion this time and significantly reduced its PB. It is estimated that other overvalued stablecoin concept stocks will follow suit. OSL is the second-largest stablecoin exchange in Hong Kong, accounting for 20% of the market share. HashKey is currently the largest virtual currency exchange in Hong Kong, accounting for 80% of the market trading volume.