---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42745622.md"
description: "1) Cutting-edge models are released here every day, with daily free credits, just like the new energy vehicle launches + new retail subsidy wars; 2) The competition in frontier models is too fierce, the total market size will grow, but how the endgame profits will be distributed is highly uncertain. 3) The current investment in cloud computing here is too large, and it's hard to say how much of the long-term profit share and voice will be taken by the model manufacturers. 4) Hardware truly makes money in the current period. The cost is valuation and discipline.$Taiwan Semiconductor(TSM.US)"
datetime: "2026-07-17T01:21:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42745622.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42745622.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42745622.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# 1) Cutting-edge models are released here every day…


### Related Stocks

- [TSM.US](https://longbridge.com/en/quote/TSM.US.md)

## Comments (6)

- **Owhathappen · 2026-07-17T02:25:06.000Z**: Hundred Models War
- **Frank · 2026-07-17T02:13:46.000Z · 👍 1**: Once everyone's work is completely inseparable from LLMs, then the practice of gifting quotas will become a thing of the past...
- **长持行者 · 2026-07-17T02:08:15.000Z**: Portfolio positioning should be based on the fundamental logic of the underlying industry. Even if the long-term industry logic holds, there will still be valuation corrections and stock price pullbacks caused by capital flight during the market trend. You can't assume short-term prices won't fall j
- **读书投资成就人生 · 2026-07-17T02:04:58.000Z**: Can I get some dram
  - **椒盐鼠鼠** (2026-07-17T03:26:00.000Z): There's a lot of capital! Sure, I'm bullish on it in the long term! I can't take it anymore 😭😭😭
- **石来运转 · 2026-07-17T01:23:57.000Z**: codex resets daily, feels awesome