SpaceM+

$ Tesla(TSLA.US)AI infrastructure stocks are rising, and physical AI Tesla is holding steady. There's not much activity in the community either. It's particularly quiet.- DELL: 234%- HPE: 79%- MU: 240%- SNDK: 614%- DRAM (ETF): 128%- ARM: 223%- QCOM: 47%- AMD: 141%- AVGO: 29%- MRVL: 141%- SOXX (ETF): 89%

SpaceX offering 30% of shares to retail investors: a benefit or a trade-off?

Just now, both brokerage firms held conference calls with analysts and announced the penalty amounts. Overall, the two types of regulatory actions this time—fines and stock clearance—are relatively mild:Fines: The pre-processing fine amounts for both institutions have been publicly announced, which are overall lower than market expectations (Futu: 1.85 billion yuan, Tiger Brokers: 410 million yuan).Stock Clearance: This control measure is centered on the actual place of residence (physical jurisdiction). Overseas trading and fund transfers for existing mainland clients are unaffected; on the domestic platform, only selling and fund withdrawals are allowed.Details of Stock Clearance: It does not require mainland clients to liquidate their stocks and close accounts within two years. Instead, after two years, domestic web servers will be shut down, prohibiting trading within the mainland. Clients located overseas can still deposit funds and trade normally.Scope of Application: The new regulations apply to all overseas institutions, covering all overseas financial entities providing securities services to mainland clients. It is not only targeting Futu and Tiger Brokers but also includes overseas banks offering securities-related services.Longbridge, being a non-listed company, should face relatively lighter penalties, and it's estimated that it won't be required to disclose them. In short, after two years, it's the crypto treatment—use a VPN.$ Futu(FUTU.US) $ UP Fintech(TIGR.US)

長橋 Skills vs 富途 Skills：AI 時代的券商基礎設施之爭，一個向雲端走，一個還在裝軟體

Duan Yongping's top five holdings (by weight):•  AAPL (Apple): 36.72% (Largest holding, still the core position, but reduced quarter-over-quarter)•  BRK.B (Berkshire Hathaway Class B): 21.91% (Second largest, a defensive core holding)•  NVDA (NVIDIA): 12.07% (Third largest, significantly increased allocation for AI computing power)•  Pinduoduo: 10.09% (Fourth largest, buying more as it falls)•  TSLA (Tesla): 6.34% (Newly entered as the fifth largest)

$ XTALPI(02228.HK) Thanks to @老板的老板 海豚代言, trust the boss's investment, trust Tencent's investment.

$ Tesla(TSLA.US)TSLA's NVDA momentElon Musk personally pointed out:- 🧠Major valuation changes when unsupervised autonomous driving is deployed at scale- 🤖Even more significant valuation changes when Optimus goes into mass production14.3 FSD = The moment to sleep with eyes closed (mentioned at shareholders meeting)

$ Tesla(TSLA.US)ARK buys TSLA | 2025-07-24 - ARKK: 101,000 shares- ARKQ: 24,000 shares- ARKW: 17,000 shares- Total: 143,000 shares