章魚同學Nikki
196 Posts
章魚同學Nikki
非財經博主，視頻內容不構成投資建議
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NVIDIA price rises 15%—can the AI giants still take it?
$NVDAB $GOOGL.US
$NVDAB $GOOGL.US
Is Japan raising interest rates while also expanding its budget? Where does the money come from?
$TSLA $SPCX
$TSLA $SPCX
Gold 4500, BTC surges 8%—why did the money suddenly come back?
$TSLA $SPCX $BTC
$TSLA $SPCX $BTC
AI stocks plummet overnight: Is it really not AI that's driving the sell-off, but U.S. Treasuries?
$NVDAB $MU
$NVDAB $MU
Global long-term bond selloff—do U.S. stocks and mortgages also need to be revalued?
$TSLA $SPCX
$TSLA $SPCX
Anthropic at $200 billion, Nvidia at $50 billion—will the Fed still raise rates?
Anthropic is preparing for an IPO, and Wall Street has already begun discussing whether it could be worth $200 billion. Nvidia is teaming up with major financial institutions to prepare to introduce more than $500 billion into AI infrastructure. Intel, meanwhile, rode this year’s stock surge and raised $20 billion in market financing in one go.
In the same week, the U.S. CPI, PPI, and consumer data all cooled down together. The market has pushed the probability of a Fed rate hike in September down to around 30%, and gold has returned to around $4,390.
But on the other hand, the auction yields for U.S. 10-year and 30-year long-term Treasuries have risen to levels close to the highest in nearly 20 years and 25 years, respectively.
So this week, we’re mainly watching two things: where the money for AI is coming from, and where the market’s money is heading.
$NVDAB $INTC
Weekly report from August 10 to August 16 is here. If you have more information you’d like to know, feel free to add it—I’ll include it in next week’s report.
Anthropic is preparing for an IPO, and Wall Street has already begun discussing whether it could be worth $200 billion. Nvidia is teaming up with major financial institutions to prepare to introduce more than $500 billion into AI infrastructure. Intel, meanwhile, rode this year’s stock surge and raised $20 billion in market financing in one go.
In the same week, the U.S. CPI, PPI, and consumer data all cooled down together. The market has pushed the probability of a Fed rate hike in September down to around 30%, and gold has returned to around $4,390.
But on the other hand, the auction yields for U.S. 10-year and 30-year long-term Treasuries have risen to levels close to the highest in nearly 20 years and 25 years, respectively.
So this week, we’re mainly watching two things: where the money for AI is coming from, and where the market’s money is heading.
$NVDAB $INTC
Weekly report from August 10 to August 16 is here. If you have more information you’d like to know, feel free to add it—I’ll include it in next week’s report.
After selling 14 seasons, Berkshire suddenly bought 20 billion
$AAPL.US
$AAPL.US
Seven Wall Street firms call for 8,000 points—what did they see?
$GOOGL $AMZN
$GOOGL $AMZN
2026.0809 weekly report:
SpaceX surges 16%, Buffett suddenly makes a move, the money on Wall Street is changing direction
$GOOGL.US $SPCX $TSLA
SpaceX surges 16%, Buffett suddenly makes a move, the money on Wall Street is changing direction
$GOOGL.US $SPCX $TSLA
SoftBank’s latest earnings report: 2 billion becomes 8.2 billion? Did Masayoshi Son bet right again?
$INTC
Is anyone still watching this late?
$INTC
Is anyone still watching this late?
SpaceX earnings doubled—shouldn’t I buy?
（Hint: I already have a small position）
（Hint: I already have a small position）
3 minutes to understand financial reports, Apple, Coinbase, MicroStrategy
$AAPL.US $COIN $MSTR
$AAPL.US $COIN $MSTR
Microsoft delivers AI revenue, Meta’s profit margin declines
$META $MSFT
$META $MSFT
Why are good earnings reports followed by a stock price drop?
$GOOG.US $AAPL.US
$GOOG.US $AAPL.US
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