小菲Faye
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小菲Faye
Xiaofei Finance｜English and Chinese host｜Researcher and Trader ｜X、ins、YouTube：Chainbeautyfaye
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Alibaba’s earnings report will be released tonight 📈, and it may determine how the market revalues Alibaba.
What had been weighing down the valuation was e-commerce price wars and weak consumer demand. But in the previous quarter, Alibaba Cloud grew year over year by 38%, and AI became the core incremental driver—potentially rewriting the valuation logic.
Watch four key metrics: cloud revenue growth rate, AI revenue contribution, cloud profit margin, and capital expenditures and free cash flow. Only when cloud sustains high growth while profit margins improve can the valuation shift be considered complete—from a traditional e-commerce asset to an AI + cloud growth story.
What had been weighing down the valuation was e-commerce price wars and weak consumer demand. But in the previous quarter, Alibaba Cloud grew year over year by 38%, and AI became the core incremental driver—potentially rewriting the valuation logic.
Watch four key metrics: cloud revenue growth rate, AI revenue contribution, cloud profit margin, and capital expenditures and free cash flow. Only when cloud sustains high growth while profit margins improve can the valuation shift be considered complete—from a traditional e-commerce asset to an AI + cloud growth story.
Is Elon Musk’s Starlink trillion-dollar revenue a pie-in-the-sky claim or the future?
Starlink is no longer just home satellite broadband. It has expanded into aviation, maritime, defense/industrial uses, and enterprise leased lines. The V3 satellite bandwidth has been significantly upgraded. Combined with the AI era of autonomous driving and the low-altitude economy, it could lead to massive connectivity demand. In the future, it may well evolve into a global communications operating system.
However, continuous massive capital expenditures on satellites and ground stations, along with regulatory hurdles and frequency-spectrum resource barriers in different countries, mean that expanding bandwidth doesn’t necessarily translate into a proportional rise in revenue. There is downward pressure on bandwidth pricing. @elonmusk
#Starlink #spacex #ElonMusk
Starlink is no longer just home satellite broadband. It has expanded into aviation, maritime, defense/industrial uses, and enterprise leased lines. The V3 satellite bandwidth has been significantly upgraded. Combined with the AI era of autonomous driving and the low-altitude economy, it could lead to massive connectivity demand. In the future, it may well evolve into a global communications operating system.
However, continuous massive capital expenditures on satellites and ground stations, along with regulatory hurdles and frequency-spectrum resource barriers in different countries, mean that expanding bandwidth doesn’t necessarily translate into a proportional rise in revenue. There is downward pressure on bandwidth pricing. @elonmusk
#Starlink #spacex #ElonMusk
happy weekend
The Contradiction in Google’s Earnings: Performance Is Up, but the Stock Price Pulls Back
After reviewing U.S. stock earnings, Google presents a rather interesting split situation. Revenue growth is impressive: search ads haven’t been hit by AI, YouTube continues to deliver solid growth, and Google Cloud’s growth rate stands out. Enterprise AI demand is translating into revenue in a tangible way, and institutions generally remain optimistic.
Yet the stock price is pulling back instead. The core issue is continuously rising capital expenditures. With relentless spending on AI servers, TPUs, and data centers, free cash flow is being pressured in the short term. The market is questioning when the AI investment will deliver returns.
In the short term, investors are wary of the cash-burning pressure, while institutions focus on the fact that Google holds a complete ecosystem spanning search, traffic, cloud, and Gemini. As long as AI search commercialization does not damage the core advertising business, a pullback could be a window for positioning.
Google reflects the reality of the current U.S. AI sector: the essence of market trading is the market’s patience regarding the payback cycle of AI investment.
⚠️For personal opinions only and does not constitute investment advice
After reviewing U.S. stock earnings, Google presents a rather interesting split situation. Revenue growth is impressive: search ads haven’t been hit by AI, YouTube continues to deliver solid growth, and Google Cloud’s growth rate stands out. Enterprise AI demand is translating into revenue in a tangible way, and institutions generally remain optimistic.
Yet the stock price is pulling back instead. The core issue is continuously rising capital expenditures. With relentless spending on AI servers, TPUs, and data centers, free cash flow is being pressured in the short term. The market is questioning when the AI investment will deliver returns.
In the short term, investors are wary of the cash-burning pressure, while institutions focus on the fact that Google holds a complete ecosystem spanning search, traffic, cloud, and Gemini. As long as AI search commercialization does not damage the core advertising business, a pullback could be a window for positioning.
Google reflects the reality of the current U.S. AI sector: the essence of market trading is the market’s patience regarding the payback cycle of AI investment.
⚠️For personal opinions only and does not constitute investment advice
Can traders only sleep for an hour? With the U.S. stock market entering an all-night stretch, are we really ushering in a 23-hour trading regime?! 😄
A little game I just hand-crafted today—I’m really satisfied and want to share it with everyone~ This 🧚♀️ in it is XiaoFei😜
Eat stars 🌟, step on the little bear 🐻 to get points, and if you hit a roadblock 🚧 you lose health packs.
The candy 🍬 colors take us back to our childhood.
💡If you want to learn, join the “XiaoFei Takes You to Learn AI” community—everything taught, and you’ll learn it too!
Eat stars 🌟, step on the little bear 🐻 to get points, and if you hit a roadblock 🚧 you lose health packs.
The candy 🍬 colors take us back to our childhood.
💡If you want to learn, join the “XiaoFei Takes You to Learn AI” community—everything taught, and you’ll learn it too!
The 2026 Wall Street AI wealth-making myth comes crashing to an end. At just 25, the genius young Leopold—an Ivy League top student at Columbia and a former member of OpenAI’s elite Alignment team—became a Silicon Valley legend with his 165-page AI forecasting long-form essay, “Situational Awareness.”
Leopold heavily invested in the AI compute infrastructure track, delivering 2,000%+ returns in two years. His fund’s peak value surged beyond $45 billion, making him the AI stock guru everyone on the internet is chasing.
Succeeded by the industry trend, undone by greed and leverage. A fourfold concentrated bet on a single AI narrative collapsed after the market shifted. Within 24 hours, he urgently sold off holdings worth one trillion, but the very next day after he cleared out, the heavily weighted sector rebounded and surged across the board.
No matter how top-tier the industry judgment is, it can’t outmatch the market’s volatility. Surviving the swings—and staying standing—is the ultimate win.
-GMGM[Sun] Xiao Fei Finance
Leopold heavily invested in the AI compute infrastructure track, delivering 2,000%+ returns in two years. His fund’s peak value surged beyond $45 billion, making him the AI stock guru everyone on the internet is chasing.
Succeeded by the industry trend, undone by greed and leverage. A fourfold concentrated bet on a single AI narrative collapsed after the market shifted. Within 24 hours, he urgently sold off holdings worth one trillion, but the very next day after he cleared out, the heavily weighted sector rebounded and surged across the board.
No matter how top-tier the industry judgment is, it can’t outmatch the market’s volatility. Surviving the swings—and staying standing—is the ultimate win.
-GMGM[Sun] Xiao Fei Finance
Recent U.S. stock earnings season: Google, Microsoft, Amazon, and Meta. Since the AI boom that began in 2023, they have collectively poured out $1.1 trillion in capital expenditures. Yet their combined cash flow has dwindled to just $4.9 billion, and shareholder buybacks have also been put on pause one after another. It’s easy to wonder whether a massive AI bubble has already formed.
But unlike the PPT companies of the past that merely told stories, today’s tech giants are seeing rapid growth in their cloud businesses, with enormous backlogs of orders. Copilot’s monthly active users have topped 100 million, generating real revenue and enterprise customers. Behind the frenzied spending on compute infrastructure is the drive to secure the future intelligent technology race.
If we repeat the pattern of the Internet era—bringing productivity-changing efficiency at a scale for everyone—then today’s spending is essentially the onboarding infrastructure for a new era. Whether this is the Fourth Industrial Revolution or a capital carnival—time will provide the answer.
But unlike the PPT companies of the past that merely told stories, today’s tech giants are seeing rapid growth in their cloud businesses, with enormous backlogs of orders. Copilot’s monthly active users have topped 100 million, generating real revenue and enterprise customers. Behind the frenzied spending on compute infrastructure is the drive to secure the future intelligent technology race.
If we repeat the pattern of the Internet era—bringing productivity-changing efficiency at a scale for everyone—then today’s spending is essentially the onboarding infrastructure for a new era. Whether this is the Fourth Industrial Revolution or a capital carnival—time will provide the answer.
This time, during the U.S. World Cup in June that’s in full swing, the service-sector inflation most worrying to Americans—across services, consumption, transportation, and dining—has not risen 😄
Yesterday, data released by the U.S. Bureau of Labor Statistics on Tuesday showed that in June, the CPI month-on-month fell by 0.4%, the largest single-day drop since April 2020. Year-on-year, it rose by 3.5%, below market expectations of 3.8%, and a sharp retreat from May’s 4.2%. Excluding food and energy, core CPI month-on-month was 0, and it fell to 2.6%; expectations were 2.9%.
After the data was released, the market’s reaction was swift: the yield on the 10-year U.S. Treasury slid to around 4.58%, the U.S. dollar index broke below 101, the Nasdaq rose nearly 1%, and the S&P 500 gained 0.4%. Market expectations for a rate hike in July dropped—from nearly 40% to 17%. Gold has again moved back above $4,000 per ounce.
Big Coin and little coin—especially little coin—have risen clearly. This cooling in inflation this time is mainly because energy prices fell 5.7% month-on-month last month, with gasoline down 9.7%. However, this month, oil prices rebounded by 14% due to renewed tensions from the Iran conflict, and crude oil prices have once again surged to around $86 per barrel.
Yesterday, data released by the U.S. Bureau of Labor Statistics on Tuesday showed that in June, the CPI month-on-month fell by 0.4%, the largest single-day drop since April 2020. Year-on-year, it rose by 3.5%, below market expectations of 3.8%, and a sharp retreat from May’s 4.2%. Excluding food and energy, core CPI month-on-month was 0, and it fell to 2.6%; expectations were 2.9%.
After the data was released, the market’s reaction was swift: the yield on the 10-year U.S. Treasury slid to around 4.58%, the U.S. dollar index broke below 101, the Nasdaq rose nearly 1%, and the S&P 500 gained 0.4%. Market expectations for a rate hike in July dropped—from nearly 40% to 17%. Gold has again moved back above $4,000 per ounce.
Big Coin and little coin—especially little coin—have risen clearly. This cooling in inflation this time is mainly because energy prices fell 5.7% month-on-month last month, with gasoline down 9.7%. However, this month, oil prices rebounded by 14% due to renewed tensions from the Iran conflict, and crude oil prices have once again surged to around $86 per barrel.
Hahaha, I played the part of a Cinderella for a while, my fellow family members
#Federal Reserve’s leadership team of five major working groups unveiled
[Faye Binance exclusive commission return link](https://www.bsmkweb.cc/register?ref=FAYE1888)
Trillion-level Zhipu, China's version of Anthropic, an excellent alternative to Fable
In light of the recent directive from the U.S. Department of Commerce banning all foreign individuals from using Claude Fable5 and Mythos5 on national security grounds, our Zhipu has perfectly hit this opportunity, leading to an epic market rally, with a total market cap surpassing 1 trillion HKD.
Internal staff and early investors have all cashed out their wealth, with 451 employees holding shares, averaging a net worth of 300 million HKD each. The company has completed 8 rounds of financing, and all early investors have reaped substantial returns.
In light of the recent directive from the U.S. Department of Commerce banning all foreign individuals from using Claude Fable5 and Mythos5 on national security grounds, our Zhipu has perfectly hit this opportunity, leading to an epic market rally, with a total market cap surpassing 1 trillion HKD.
Internal staff and early investors have all cashed out their wealth, with 451 employees holding shares, averaging a net worth of 300 million HKD each. The company has completed 8 rounds of financing, and all early investors have reaped substantial returns.
Newly appointed Fed Chair Kevin Warsh made his debut at this FOMC meeting, with the Fed holding the rate steady at 3.5 for the fourth time, sending hawkish signals. The probability of rate cuts this year has plummeted, while expectations for rate hikes have surged.
Kevin Warsh plans to scrap the long-standing dot plot and forward guidance, aiming to ditch lagging official economic data in favor of real-time market data.
Honestly, I'm a bit worried whether Fed mouthpiece Nick might end up "unemployed" 🤔#FOMC
Kevin Warsh plans to scrap the long-standing dot plot and forward guidance, aiming to ditch lagging official economic data in favor of real-time market data.
Honestly, I'm a bit worried whether Fed mouthpiece Nick might end up "unemployed" 🤔#FOMC
Calm as still water, the way is natural. With awareness, only you hold the key to your potential.
Good morning
Good morning
Wanna keep up with the cutting-edge AI? It’s gonna get tougher to access the best models out there...
The U.S. Department of Commerce has issued export control directives citing national security, ordering Anthropic to prohibit foreign nationals from using the AI models Fable 5 and Mythos 5.
Previously, the focus was on AI chips, but now they're straight-up restricting the use of large models. The significance of being born 🐣 in Rome is once again highlighted❗️
The U.S. Department of Commerce has issued export control directives citing national security, ordering Anthropic to prohibit foreign nationals from using the AI models Fable 5 and Mythos 5.
Previously, the focus was on AI chips, but now they're straight-up restricting the use of large models. The significance of being born 🐣 in Rome is once again highlighted❗️
Verified
US inflation rate shot up to 4.2% in May, hitting a three-year high, while core inflation only rose by 0.2%, below the expected 0.3%, indicating that the oil shock is currently under control.
Overall, it looks like a Fed rate cut is off the table.
Looking forward to the press conference next Thursday with the new Fed Chair, Waller, as he faces multiple inflation shocks from tariffs, energy costs, and investments in artificial intelligence. Can't wait to hear his take!
Overall, it looks like a Fed rate cut is off the table.
Looking forward to the press conference next Thursday with the new Fed Chair, Waller, as he faces multiple inflation shocks from tariffs, energy costs, and investments in artificial intelligence. Can't wait to hear his take!
小菲Faye
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⚠️Keep an eye on tonight's CPI at 8:30 PM and tomorrow's PPI at 8:30 PM.
Friends, I'm going short as a heads up 😜
Friends, I'm going short as a heads up 😜
Verified
⚠️Keep an eye on tonight's CPI at 8:30 PM and tomorrow's PPI at 8:30 PM.
Friends, I'm going short as a heads up 😜
Friends, I'm going short as a heads up 😜
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