WealthExplosion

NVIDIA GTC 2026 Main Highlights and Their Impact on Stock Price
According to NVIDIA's official schedule, this year's conference has a very clear main theme: Agentic AI, Inference, Physical AI, AI Factories.
This indicates that Jensen Huang is unlikely to focus on just one or two new chips but aims to further define NVIDIA as the foundational infrastructure platform for the entire AI era.
He will probably emphasize three key points:
First, the inference platform, demonstrating that NVIDIA is strong not only on the training side but also intends to maintain dominance on the inference sid

Bitcoin ETF, approximately $817 million net inflow in the past week
Initially outflow on Monday, followed by three consecutive days of significant inflows, indicating a clear recovery in market sentiment. This also roughly corresponds to the end of the previous five-week net outflow of the US spot Bitcoin ETF, marking the strongest rebound in recent weeks.
If market sentiment continues to improve in the coming weeks, Bitcoin may enter a consolidation phase with a tight sideways trading range. As long as it stays steady, there could be a good upward trend by summer.

Recently, the valuations of tech companies in the US stock market have fallen below those of traditional industries like Walmart, McDonald's, and Costco. However, the profits, growth, profit margins, and free cash flow of these tech giants far surpass those of traditional industries.
The current market is overly pessimistic about the software industry, big tech, and artificial intelligence. When the market reacts, big tech will experience another surge.
Last year, Google's valuation was even lower than Nike's, which was the best opportunity to build positions at that time.

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Using AI to buy health supplements is amazing, saving a lot of time, avoiding pitfalls, and preventing IQ taxes. Last week, I completed a health checkup and found some abnormal indicators. So I input the health report into ChatGPT, and the AI told me I was calcium deficient, explaining the severity of calcium deficiency for my age in detail. It recommended I take calcium supplements. After receiving the advice, I found many calcium supplements on Taobao, but I know that many health products are fake. So I asked the AI to recommend international major health brands' supplements tailored to my c

Next week, the Q1 earnings season for the US stock market will begin, and major companies will gradually release their last quarter's financial reports. Therefore, the current strategy is: 1. Hold cash and wait to see if any stocks are undervalued and unfairly punished during the earnings season. 2. Temporarily stop selling put options, as stocks may experience sharp fluctuations during earnings season. A stock decline is a good opportunity to sell put options, especially for those stocks you originally intended to hold. 3. Currently undervalued stock is #AVGO. Due to market panic, Broadcom's

TSM Taiwan Semiconductor Manufacturing Company's latest earnings report, a brief summary: financial metrics exceeded expectations, with a strong demand outlook. In the high-end process chips, TSMC remains unrivaled, with a deep moat.
Q4 significantly surpassed the company's previous guidance: revenue, gross margin, and operating profit margin all exceeded the upper end of the range, indicating "strong demand + high capacity utilization + more advanced product mix."
The company estimates that Q1 2026 revenue will further increase, with the gross margin range raised to 63%–65%, implying that sho