@TaoRay: The recent market trend is very healthy! It also confirms my view over the past few weeks: a turning point is coming, AI development and investment have entered a new stage, where "the upstream falls, the downstream benefits," creating new room for imagination. From institutions suggesting OpenAI go public next year, to Samsung's earnings beating expectations yesterday, but the upstream saw a sharp correction while software cash cows accelerated their rise. What I predicted earlier...
Summary
The author comments that recent market trends align with their previous predictions, believing AI development has entered a new phase where the upstream corrects and the downstream software benefits, reaffirming confidence in the second-half trend.
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@TaoRay: Yes, a few weeks ago, when AI upstream hardware was at its peak of hype, I asserted against the trend on Space that "the market inflection point is coming, the upstream falls, the downstream eats its fill, it's time to position in software cash cows." The market indeed developed that way. I have a very important observation: "In recent years, the increase of retail investors and speculative funds in the market will increase the amplitude of volatility, but on the contrary..."
The author recalls the previous prediction of the inflection point in AI upstream hardware hype, believes that the market will see sector rotation with downstream software benefiting, and points out that the increase in retail investors will amplify volatility but make the pattern more certain.
@TaoRay: We have officially entered the second half of 2026. At the beginning of this year, I gave my first Space on investing (you can go back and check it out), where I was bullish on US stocks and Japanese stocks. Indeed, the gains were substantial. Now we will look ahead to the second half. I believe everyone has seen the news that institutions are urging OpenAI to go public next year instead, because they think the market environment will be better than in the second half...
TaoRay analyzes the reasons why institutions are pushing OpenAI to go public in 2027 instead of the second half of 2026, explores Wall Street's assessment of market cycles and the sustainability of AI capital expenditure, and invites members to participate in an in-depth discussion.
@JinYu762: Don't just focus on single tech stocks. What the July earnings truly reveal is the AI supply chain. Is it still burning hot, or is the market starting to cool? 7/7 Samsung Q2 preliminary results: First, check the temperature of memory, HBM and DRAM prices, AI server demand – all will indicate some trends. 7/15 $ASML: Watch equipment orders, EUV/DUV, advanced process demand, revenue from China region, and impact of export restrictions…
This article outlines key points of the AI supply chain in July earnings reports from multiple tech companies, including trends in memory, equipment, foundry, AI chips, and cloud services, emphasizing TSMC's central role in the AI supply chain.
@Saccc_c: Follow Lao Huang, easy money in hand. Brothers who didn't make it in the first half of the year should hurry up! Lao Huang's call ability is superb. Yesterday, the industry chain background image went viral, and AI cloud sector companies like $NBIS exploded. Now Marvell is surging in after-hours trading. Who's next? I've sorted out the US stock wealth codes announced at NVIDIA GTC: 1…
This post sorts out listed companies mentioned at the NVIDIA GTC conference in areas such as AI computing cloud (e.g., $CRWV, $NBIS, $IREN), AI factory software platform ($IBM), AI data center design and construction ($CDNS, $J), power distribution and liquid cooling temperature control ($VRT, $ETN, $GEV), and AI data center infrastructure ($EQIX, $DLR) as investment references.
@seclink: 5 trends worth following for self-media content: 1. AI funding enters the 'super single round' era, capital extremely concentrated - Together AI single round $800M, valuation $8.3B (up from $3.3B in 16 months) - Venice AI first external funding round reaches $65M at unicorn valuation, and already profitable (ARR $70M+) - MGX fund closes at $49B, global AI funding in H1 2026 reaches $416.6B, doubling year-over-year - PitchBook data: H1 deal count 9,647, approaching 2021 historical peak
Analyzes AI funding trends in H1 2026, including super single-round financing, valuation surges, capital concentration, and provides content topic suggestions for self-media.