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【TechTrends】
NVDA: Vera Rubin Production Ships as Capital Rotates to Hardware
July 22, 2026
NVDA, INTC, TSM, MU, PSKY, TSLA, WDC, AMAT, AVGO, MSFT
Capital rotates aggressively from software to physical hardware as robust chip demand offsets rising debt and regulatory friction.
【TechTrends】
Moonshot AI sparks $1T capex race as token costs plunge globally
July 21, 2026
BABA, TSM, NVDA, GOOGL, AMD, INTC, AVGO, RVL, ANET, ETN
Hyperscalers ramp infrastructure spending toward 2027 targets while low-cost.
【TechTrends】
TSM spending questions whether massive tech infrastructure pays off
July 20, 2026
TSM, AAPL, NFLX, GME, IBM, META
Tech stocks face rising corporate debt from heavy infrastructure costs, limiting growth as it remains unclear if massive AI spending will pay off.
NVDA, MSFT, GOOGL, META, TSLA, AMZN, CEG, VST, MU, TSM, CRWD, NOW
January 3, 2026
【Tech Sector】
Tech 2026: DeepSeek, Energy Gaps & AI K-Divergence
DeepSeek shifts compute to ROI & power. Target Agentic AI. Capture Alpha.
NVDA, TSM, GOOGL, AMZN, META, AMD
January 2, 2026
【Stock Insights】
Nvidia Moat Cracking? DeepSeek & ASIC Impact Explored
Training gains fade. Inference costs soar. Nvidia's $30B defense vs. ASICs.
META, NVDA, MSFT, GOOGL, IBM, CRM
January 1, 2026
【Tech Sector】
Rise of Agentic AI: $100B Market Entry Strategies
$100B by 2030. Meta & Nvidia insights. Unlock Solo-Unicorn profit logic.
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