LittleFishFlyToTheS

"NVIDIA's Market Share Drops to 48%, Where Are the Opportunities in the Era of Inference?"
This is the ninth article in the AI Investment Research 100 Series, totaling 20k words. It’s recommended to bookmark it first; not many will finish reading.
In previous articles, I discussed Intel, AMD, and ARM. Their stock prices have all surged significantly over the past year—AMD doubled, Intel tripled, and ARM reached a historic high. After these increases, a simple question arises: Can these already risen stocks still be held? Are there opportunities in the ones that haven't risen yet?
To answer thi

In Hong Kong, you have to use a VPN to access the internet, no choice, I’ve become addicted to CLAUDE.
But I tried the new version of DEEPSEEK, and it’s definitely much more powerful.
AI development is moving too fast; in three years, even the unified large model will have the level of today’s CLAUDE, it’s hard to imagine what the world will look like in the future.
Suddenly, many people on Earth’s server have turned on cheat codes, level +999.

It's really crackdowns, and some stable VPS providers have actually sold out of all their servers...

A truly great company is built by investors and project teams working side by side, not just by investing money and waiting for returns.

Why are we optimistic about ETH meme?
First, because it's old, has been washed for a long time, and finally there's no big liquidation group waiting to ambush and dump.
Therefore, any new project with the same name is not worth looking at, block everyone who recommends new projects—because this is exactly why SOL is now abandoned, it was already wrecked.
Second, because of storytelling + Musk, these two elements are not moving away, for example, Alien Dog, is Musk more important or is mom more important?
$ASTEROID $FLORK

Recent Product Recommendations:
1. Midea desktop water purifier: It connects directly to tap water—take it out into your study room and it’s already purified water. It comes with different temperature options, and it’s clean and hygienic.
Bottled and cask mineral water have high levels of microplastics over the long term, which isn’t healthy.
2. OPPO FIND N6, a foldable screen—once you’ve used it, you won’t go back. The Huawei tablet I recommended earlier has already started collecting dust. After all, carrying one more device is more convenient.
3.
4. If you play card games, you can

Growing up, I didn't know how good Su Ma was, mistaking trash for treasure.
When DEEPSEEK came out, U.S. stocks' AI sector plummeted, AMD even dropped to 80, and in just a few months, it’s already at 300, which is truly speechless.
But there's no way around it; missing out is because I didn't understand.
If you don't understand, learn and practice.
In the past three years, most of the AI computing power has been spent on "training"—OpenAI training GPT-4, Anthropic training Claude, Google training Gemini, these are all training.
Training is characterized by being one-time, concentrate

Initially, people said Intel was America's national fortune stock, and I was dismissive—how could stock trading turn into MEME?
Later, it soared astonishingly, from 20 to 80, and people kept saying it was underestimated.
No way, missing out is not scary, what's scary is not knowing why you missed out.
Having missed out all the way, I TMD just kept researching:
Intel is actually two companies:
One is Intel Products—selling x86 CPUs(servers + PCs + AI PCs)—a mature cash flow machine. By 2025, total revenue is about $46 billion, gross margin 40-45%, a typical "long slope, not thin snow" business

The boldest gambler, Sun Zhengyi, says ARM will be his second-best investment after Alibaba — he invested in hundreds of companies, lost billions, but he couldn't resist hitting the jackpot with Alibaba.
After carefully studying ARM, he might actually be right, and I even think he could make more money than Alibaba.
What kind of company is ARM?
In the past: Not making chips, only collecting tolls
ARM doesn't manufacture chips; it sells blueprints and instruction sets, then collects tolls from all chips built based on its blueprints.
In the past, it mainly taxed smartphones (99% of th

Using AI for investment research, whether the research is effective depends on one point: whether we can continuously challenge the AI and leave it speechless.
But at this point, the investment research is only at 60 points. Because the most dangerous thing is that when AI can no longer find opinions opposing us, we may still be wrong.

Are a lot of VPNs really unable to connect lately?

Likely the bull market has returned
But the 100x opportunity is still MEME—fewer and fewer people are playing VC coins.
Even rational people will recognize that the leverage strategy of US stocks + MEME is a good play.
New wave of MEME predictions:
1. Big gains will come from ETH, not SOL
2. Deep washouts of old coins + old horses are the way to go
3. Dragon One and Dragon Two are better than broad netting; holding long-term is better than running fast—different from the past
This is just my current thinking, it may all be wrong.

I'm very envious of social butterflies, with endless energy, able to make friends everywhere, meet people, gain many connections, resources, wisdom, and so on.
And I just need to be in a dark and quiet environment to feel comfortable, with reading speed skyrocketing, extremely active thinking, and maximum focus—on the other hand, in bright light and noise, I feel like I can't do anything.
Some people's socializing is recharging; some people's is draining.
I'm puzzled about what causes this difference.