Trillion-Parameter! NVIDIA Reportedly Developing a New Generation of AI, Aiming Straight at the World’s Top Open-Source Models
NVIDIA is fully committed to developing an open-source model, Nemotron 4, with at least 100 trillion parameters, aiming to reduce reliance on leading customers such as OpenAI and on cloud giants. The company has not only substantially increased its cloud service compute commitments to $28 billion through a server leaseback program, but has also formed the “Nemotron Alliance,” an ecosystem co-building effort that includes Mistral, Cursor, and others. NVIDIA shares rose nearly 2% in premarket trading. NVIDIA is heavily betting on its own in-house open-source artificial intelligence model, trying to grow demand for its GPUs—even as this strategy places it in a delicate position of directly competing with its own customers and investment targets.
Targeting the “funding gap” in the AI industry chain! Morgan Stanley (MS.US) launches a $1.5 trillion financing initiative to facilitate the plan, covering AI infrastructure and defense technology
This comes after last October, when JPMorgan Chase (JPM.US) launched a plan of a comparable scale. Now, another top-tier Wall Street investment bank has mobilized capital on a large scale under the banner of a “national strategy.” The two institutions’ alignment in plan size reflects that large financial institutions are actively tying their business to the United States’ national economic and security strategies. Against a backdrop where the policy environment increasingly emphasizes domestic industry competitiveness, they are seeking to seize leadership in financing for strategic sectors. Morgan Stanley’s plan will be carried out around three core areas: comprehensive coverage from chips to defense. Pillar One: an innovation platform and strategic industries. Key areas include artificial intelligence, advanced computing and software, quantum technology, semiconductors, data infrastructure, network security, aerospace and defense technologies, pharmaceuticals, critical minerals, and industries that are strategically important for the reindustrialization of the United States. In a statement, Dan Simkowitz, Co-President of Morgan Stanley, said: “The United States is entering a period of major investment and innovation in the fields of technology, infrastructure, and strategic industries.”
🚨 Coldcard Hardware Wallet Incident: Can AI Find a 5-Year Vulnerability in 8 Minutes—Faster Than Hackers, and Faster Than the Official Team?
A hardware wallet security incident worth 1367 BTC (about $89 million) is rewriting the entire crypto industry’s understanding of security. A Reddit user simply entered one sentence into Claude Code: "Check for vulnerabilities" An AI review of Coldcard’s open-source firmware pinpointed the core issue in just 8 minutes: On the critical path responsible for generating the wallet’s mnemonic seed, a logic error caused it to call a software pseudo-random number generator (PRNG) instead of the hardware true random number generator (TRNG). For a hardware wallet, this is almost like shaking the foundation of security.
Even more shocking is that: The domestic model GLM-5.2 (trained with a cutoff in June, completely offline) independently reached the same conclusion.
This means: AI already has the ability to truly understand code and discover security vulnerabilities, not just retrieve answers from online searches. In the future, it won’t be only about wallet security—it's also about who can find and fix vulnerabilities faster. Your assets may not be lost to hackers, but to someone who used AI earlier than you. #贝莱德加拿大推出比特币关联ETF $BTC
On August 12, according to the EIA Short-Term Energy Outlook report, the forecast for the 2026 WTI crude oil price is $80.88 per barrel, up from the prior estimate of $76.26 per barrel. The forecast for 2027 WTI crude oil price is $65.39 per barrel, up from the prior estimate of $60.76 per barrel. The forecast for the 2026 Brent price is $86.81 per barrel, up from the prior estimate of $81.91 per barrel. The forecast for the 2027 Brent price is $69.39 per barrel, up from the prior estimate of $64.76 per barrel.
🔥A once-in-50-years precious metals bull market—are the pullbacks an opportunity or the end?🔥
The latest precious metals research report says that the recent decline in 2026—gold and silver alike—is defined as a periodic adjustment within a long-term bull market, not the end of the major uptrend that began in 2025.
As of August 7, gold briefly surged to break above $4,350 per ounce, setting a new seven-week high. Before that, prices had stabilized in the $4,000–$4,100 range, and safe-haven demand and market sentiment were already starting to recover.
The report raises a key question: After gold jumped 64.58% for all of 2025 and silver skyrocketed 147.95%, following such a fierce rally, what does the sharp pullback in the first seven months of 2026 really mean—does it indicate that the trend has fundamentally reversed, or is it merely market rebalancing after leveraged positions are cleared?
On the data front, as of the July 31 close, gold was at $4,046.15 per ounce, down 6.33% year-to-date; silver closed at $57.60 per ounce, down 19.63% year-to-date. Although both gold and silver have clearly pulled back since the start of the year, compared with prices a year ago, they are still at elevated levels.
For investors, the focus is not whether a pullback will occur, but whether the underlying long-term logic that drove the previous bull run has undergone any real change.
But we should also stay clear-headed: Behind a once-in-50-years super bull market, bear-market seeds are often already hidden—no asset exists that only goes up without ever going down.
When the market shifts from rational safe-haven behavior to collective euphoria, and when prices and expectations far outpace real fundamentals, a cycle correction is bound to arrive sooner or later.
There’s no denying that gold’s long-term allocation value still holds. Trading is about price, not blind belief. #Gold
Upright heart and mindful attention, sincere altruism; act with the qualities of emerging from the mud without being stained, and washing in clear ripples without being vain. With these qualities, may we all be able to agree together and get on the bus. @Yi He
Calendar for when US stocks are about to pay dividends How should industries be selected? Long-term stability: value stocks
How to capture trends? Price patterns Financial structural engineering Gann space theory Nash game theory Have you heard of these? Investment 101: Basic Edition Welcome technical analysis fellow practitioners Let’s exchange and compete in real time Live + interactive, 🧧 red envelopes up to ten thousand dollars USDC or USD1? $NVDAB $GOOGL.US just follow us waiting for everyone Ascending flag pattern adjustment + bottom spike penetration + converging triangle Wait patiently Build-up breakout Heavily hold, act decisively Slash and break through 🧧🈵🌹
Good morning☀️ A new day, hold onto your belief✨, and move forward steadily🚶♂️。 All miracles come from persistence without giving up💪。 Keep your heart full of light, and everything is worth expecting🌷。
May all things go smoothly for you, and may the road ahead be clear as dawn’s light shines✨ Have no fear of sudden winds and rains in the human world; let your heart face the sunny skies, and growth will come on its own🌤 All worldly worries and troubles will gradually fade into the distance, and year after year of joy will become ordinary🍃 Move through your career calmly, step by step; let life be at ease with less rushing🍵 And cherish the beautiful scenery right now—dare to pursue the heat and hopes in your heart🔥 May the road ahead be accompanied by blossoms often; may peace, happiness, and joy last a long time🌸
‼️MicroStrategy sells bitcoin—under institutional effects, will a black swan appear 😱
Selling another 1,690 bitcoins! The myth that Strategy never sells coins is shattered 💔 Strategy (MSTR), the world’s largest publicly traded bitcoin company, submitted its latest regulatory filing to the U.S. Securities and Exchange Commission (SEC) last week, once again stirring waves in the cryptocurrency market. Regulatory filings show that Strategy sold 1,690 bitcoin last week to raise $108.6 million, with an average net sale price of $64,262. The company then used the proceeds to repurchase 1.15 million shares of MicroStrategy’s floating rate preferred stock (STRC). At the same time, the company sold 6.59 million shares of MSTR common stock through an at-the-market (ATM) offering, raking in $653.1 million in capital, significantly boosting the company’s U.S. dollar reserves to a record high of $4.65 billion. Its total bitcoin holdings fell slightly to 840,447 bitcoins.
Targeting the “funding gap” in the AI industry chain! Morgan Stanley (MS.US) launches a $1.5 trillion financing initiative to facilitate the plan, covering AI infrastructure and defense technology
This comes after last October, when JPMorgan Chase (JPM.US) launched a plan of a comparable scale. Now, another top-tier Wall Street investment bank has mobilized capital on a large scale under the banner of a “national strategy.” The two institutions’ alignment in plan size reflects that large financial institutions are actively tying their business to the United States’ national economic and security strategies. Against a backdrop where the policy environment increasingly emphasizes domestic industry competitiveness, they are seeking to seize leadership in financing for strategic sectors. Morgan Stanley’s plan will be carried out around three core areas: comprehensive coverage from chips to defense. Pillar One: an innovation platform and strategic industries. Key areas include artificial intelligence, advanced computing and software, quantum technology, semiconductors, data infrastructure, network security, aerospace and defense technologies, pharmaceuticals, critical minerals, and industries that are strategically important for the reindustrialization of the United States. In a statement, Dan Simkowitz, Co-President of Morgan Stanley, said: “The United States is entering a period of major investment and innovation in the fields of technology, infrastructure, and strategic industries.”
Trillion-Parameter! NVIDIA Reportedly Developing a New Generation of AI, Aiming Straight at the World’s Top Open-Source Models
NVIDIA is fully committed to developing an open-source model, Nemotron 4, with at least 100 trillion parameters, aiming to reduce reliance on leading customers such as OpenAI and on cloud giants. The company has not only substantially increased its cloud service compute commitments to $28 billion through a server leaseback program, but has also formed the “Nemotron Alliance,” an ecosystem co-building effort that includes Mistral, Cursor, and others. NVIDIA shares rose nearly 2% in premarket trading. NVIDIA is heavily betting on its own in-house open-source artificial intelligence model, trying to grow demand for its GPUs—even as this strategy places it in a delicate position of directly competing with its own customers and investment targets.
Targeting the “funding gap” in the AI industry chain! Morgan Stanley (MS.US) launches a $1.5 trillion financing initiative to facilitate the plan, covering AI infrastructure and defense technology
This comes after last October, when JPMorgan Chase (JPM.US) launched a plan of a comparable scale. Now, another top-tier Wall Street investment bank has mobilized capital on a large scale under the banner of a “national strategy.” The two institutions’ alignment in plan size reflects that large financial institutions are actively tying their business to the United States’ national economic and security strategies. Against a backdrop where the policy environment increasingly emphasizes domestic industry competitiveness, they are seeking to seize leadership in financing for strategic sectors. Morgan Stanley’s plan will be carried out around three core areas: comprehensive coverage from chips to defense. Pillar One: an innovation platform and strategic industries. Key areas include artificial intelligence, advanced computing and software, quantum technology, semiconductors, data infrastructure, network security, aerospace and defense technologies, pharmaceuticals, critical minerals, and industries that are strategically important for the reindustrialization of the United States. In a statement, Dan Simkowitz, Co-President of Morgan Stanley, said: “The United States is entering a period of major investment and innovation in the fields of technology, infrastructure, and strategic industries.”
Trillion-Parameter! NVIDIA Reportedly Developing a New Generation of AI, Aiming Straight at the World’s Top Open-Source Models
NVIDIA is fully committed to developing an open-source model, Nemotron 4, with at least 100 trillion parameters, aiming to reduce reliance on leading customers such as OpenAI and on cloud giants. The company has not only substantially increased its cloud service compute commitments to $28 billion through a server leaseback program, but has also formed the “Nemotron Alliance,” an ecosystem co-building effort that includes Mistral, Cursor, and others. NVIDIA shares rose nearly 2% in premarket trading. NVIDIA is heavily betting on its own in-house open-source artificial intelligence model, trying to grow demand for its GPUs—even as this strategy places it in a delicate position of directly competing with its own customers and investment targets.
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