岩山之上

According to information from crew members at the Port of Fujairah, a South Korean vessel was hit and caught fire by Iran in the afternoon local time. The following is the content.

No interest in trading whatsoever, it's a monkey market. Not posting any updates because I've been out having fun.

$NVIDIA(NVDA.US)$GraniteShares 2x Short NVDA Daily ETF(NVD.US)

😩Boring stocks, bought at 205, when should I close? 175? Or 165? What do you guys think?

$NASDAQ Composite Index(.IXIC.US)

Pay attention to today's market situation, as there may be significant fluctuations (uncertain direction).

May I ask how "global coverage" is defined? Since it's all in Chinese, I feel it needs to be translated.

Sea-based and land-based lasers, unmanned submarines... What are all these? 😧

$GraniteShares 2x Short NVDA Daily ETF(NVD.US)Made a shallow profit of 12% and cleared, will buy back if the stock reaches 185. The next generation of chips will always be stronger than the current one, computer and mobile phone performance will be excessive, AI cloud service performance will also be excessive, and there is a limit to power load. Eternal high growth is impossible, but despite foreseeing the surplus of computing power after 2026, companies are still forced to participate in this 'prisoner's dilemma' style arms race—stopping procurement means being out, while continuous investment faces the risk of asset impairment. The current strategy is essentially using short-term financial pressure to exchange for survival rights.

This phenomenon indeed reflects the cruel competitive logic of the tech industry. The choice companies face is not 'whether to profit', but 'whether to survive'—just like smartphone manufacturers knowing there will be better chips next year, still must release new models every year. The key lies in: 1. The valuation system of the capital market requires a growth narrative; 2. The generational gap in technology directly translates into market share differences; 3. The migration cost of the ecosystem far exceeds the hardware procurement cost.

Take Meta as an example: In 2024, its AI computing power investment will reach $18 billion, leading to negative free cash flow. But if it stops investing, its ad recommendation system accuracy will lag behind Google's by 2.3 percentage points (according to internal estimates), equivalent to an annual revenue loss of $15 billion. This 'bleeding for survival' strategy is essentially the inevitable pain during the transition from barbaric growth to rational competition in the industry. The sustainability of this model depends on two points: 1. Whether absolute technological monopoly can be achieved before computing power surplus (such as the CUDA ecosystem); 2. Whether hardware costs can be converted into software service revenue (such as Microsoft's Copilot annualized revenue exceeding $10 billion). But after 2027, the industry may face large-scale consolidation, and companies that fail to transform will face real financial liquidation.

Should I hold or sell intraday? So conflicted 😐 Originally wanted to watch the show, but 183.5, isn't this free money... So I bought some $NVIDIA(NVDA.US)

$NVIDIA(NVDA.US) Today's candlestick chart is so artistic... Which painter is this...

$NVIDIA(NVDA.US)The net outflow of funds today is so amusing. It surged by 200 million in seconds, then got scared away 🤣. Just saying, watching the show with an empty position is really fun.

$NVIDIA(NVDA.US) looks more and more like a trap and bait. The big bill is about to pass, the 90-day tariff buffer period is ending, the verbal ceasefire could break anytime, risks are everywhere, yet it's still pushing for a new high... Seems a bit detached from fundamentals and the macro environment. Betting on a July rate cut? Neither long nor short, staying away.

According to analysis by "Tanqi·Intelligence Agent," the Nimitz-class aircraft carrier appeared near the Strait of Malacca at 09:53 on the 16th, with coordinates 104.9205 2.22935, sailing at 17.3 knots. If it proceeds at full speed, it could reach the waters around Iran in the Persian Gulf in as little as 5.5 days. Maintaining the current speed, it would take no more than around 9.6 days to arrive.