台股加权指数涨1.1%至46,051点 AI驱动半导体板块轮动

Which will take up fab capacity all the same. All the chips come out of the same TSMC (or possibly Intel) fabs

Today I moved 30% of my portfolio to Taiwan Semiconductor, and I plan to hold it for 3-5 years. I am convinced this stock is under priced relative to other megacap stocks, for a few key reasons.  * First, and most importantly, the geopolitical risk from China is overweighted, and currently suppresses TSM’s valuation in a meaningful way. TSM is the Hormuz strait of semiconducto

All true. It does seem like the structural characteristics we’ve observed so far suggest there is a kind of flywheel from short-term to long-term advantage due to the capital requirements at various levels. If you’re Nvidia, making the best GPUs today, the expanding wavefront of demand is consuming them with volume and margins to give you a huge edge in building out the best ne…

This all assumes there was some skill involved. Instead, this along with gamestop and a few other meme stocks are showing that the stock market simply isn't as rational as finance experts have wanted to pretend. This is a bitcoin stock market. Things are valued entirely based on what others are willing to buy for. They are not valued based on any attribute of the underlying ass…

$BTC #Bitcoin heading back to $67,000. The last time we saw $60K's was earlier this year in Feb I believe. If this goes below $59K again, watch out below, all I gotta say. Good luck to those holding.

I'm sure you are feeling the same as me if you truly understand Bitcoin. Being able to purchase Bitcoin at this prices in big 2026 it's such a blessing. The 4 year cycle is more alive than ever and it's stronger than the correlation with the stock market, meaning Bitcoin will go up the following years even if the rest is going down. I'm from a third world country and have b

Location: Kolkata, India Remote: Yes Willing to relocate: Yes, internationally Technologies: Go, TypeScript, C++, PostgreSQL, Redis/Valkey, Vue, Ethereum, Solidity, GRPC/Protocol Buffers Résumé/CV: https://f003.backblazeb2.com/file/Bronze8113/p/resume.pdf Email: [email protected] Calendar: https://cal.com/maharshi/30min Full-stack engineer with 5+ years of experience in decentr…

Nearly $1B Wiped From Crypto Markets As Bitcoin Slips To $73K – It’s Just A 'Cooldown', Says Michael van de Poppe $BTC.X $ETH.X $BTC $ETH $IBIT https://stocktwits.com/news/cryptocurrency/markets/nearly-1-b-wiped-from-crypto-markets-as-bitcoin-slips-to-73-k/cZgiQ2ORes0

• **1,003.62 ETH (\~$2M)** locked since 2016 has been successfully recovered. • The funds belonged to the failed **HongCoin ICO**, where a smart contract bug prevented investor refunds for nearly 9 years. • Security researcher **0xFlorent** discovered a recovery method and responsibly disclosed it instead of exploiting the vulnerability. • Two investors have already reclaime

You mean https://solanamobile.com/seeker ? All of the copy seems to be built around Solana, "Web3" and crypto. It doesn't seem to have any appeal outside of that. It's not clear what the software even is . The docs [0] seem to indicate it's just Android, with some SDKs for interacting with the "Web3" stuff. This isn't a "serious attempt at creating an app store that can compete…

$SNAL What a call by the MAESTRO!! Great job! He is also on $OXBR you MOFO's Working with $SOL to Tokenizae AI Data Centers BUYING $OXBR Great job Maestro on SNAL

I’m surprised that the Seeker is not even mentioned. I understand it’s Solana, it’s blockchain, whatever people think about it... to me it’s the only serious attempt at creating an app store that can compete with apple or google. What’s the point of independent hardware if the whole sw stack is them?