小菲Faye
456 Posts
小菲Faye
Xiaofei Finance｜English and Chinese host｜Researcher and Trader ｜X、ins、YouTube：Chainbeautyfaye
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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 😜
Bear market vibes: How about hitting the gym or swimming?
The white-haired stock god gave a thumbs up to my post
Looks like Big A is into this strategy now 👩🦳
Looks like Big A is into this strategy now 👩🦳
SpaceX's $75 billion IPO underwriters have been informed not to accept subscription orders from mainland China and Hong Kong investors!!!
The reason is not your typical market restriction; it's about regulatory and compliance risks.
This decision is related to the U.S. International Traffic in Arms Regulations (ITAR). This regulation mainly deals with the export of defense-related technologies and technical data.
SpaceX isn't just a rocket company; it's involved in satellites, communications, AI, the Mars program, and has deep connections with the U.S. government and defense-related business.
So the core of this limitation is whether the shareholder structure will trigger security reviews or raise concerns among future government clients.
On Friday, when trying to access the SpaceX website from Hong Kong and Shanghai, it was unreachable, displaying that SpaceX has blocked IP addresses from those regions.
This is a stark contrast to the financing environment in Silicon Valley over the past decade.
In the past, Chinese VCs, private equity, family offices, and high-net-worth individuals were active investors in high-growth tech companies in Silicon Valley. A lot of capital flowed through offshore structures to invest in U.S. tech firms alongside global capital.
But now, the tide has turned.
For companies involved in defense, AI, satellites, and data security, money itself is no longer the only criterion.
Whose money, where it comes from, and whether it could affect listings and government contracts is becoming increasingly important.
The gateway between U.S. and Chinese tech capital is narrowing.
SpaceX is just a symbolic case.
Moving forward, any U.S. company involved in AI, semiconductors, satellites, defense tech, and critical infrastructure will likely become increasingly cautious about Chinese capital.
The reason is not your typical market restriction; it's about regulatory and compliance risks.
This decision is related to the U.S. International Traffic in Arms Regulations (ITAR). This regulation mainly deals with the export of defense-related technologies and technical data.
SpaceX isn't just a rocket company; it's involved in satellites, communications, AI, the Mars program, and has deep connections with the U.S. government and defense-related business.
So the core of this limitation is whether the shareholder structure will trigger security reviews or raise concerns among future government clients.
On Friday, when trying to access the SpaceX website from Hong Kong and Shanghai, it was unreachable, displaying that SpaceX has blocked IP addresses from those regions.
This is a stark contrast to the financing environment in Silicon Valley over the past decade.
In the past, Chinese VCs, private equity, family offices, and high-net-worth individuals were active investors in high-growth tech companies in Silicon Valley. A lot of capital flowed through offshore structures to invest in U.S. tech firms alongside global capital.
But now, the tide has turned.
For companies involved in defense, AI, satellites, and data security, money itself is no longer the only criterion.
Whose money, where it comes from, and whether it could affect listings and government contracts is becoming increasingly important.
The gateway between U.S. and Chinese tech capital is narrowing.
SpaceX is just a symbolic case.
Moving forward, any U.S. company involved in AI, semiconductors, satellites, defense tech, and critical infrastructure will likely become increasingly cautious about Chinese capital.
Trader Faye is online 🍹
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