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【TechTrends】
ORCL and NVDA Lead Infrastructure Surge Amid Nasdaq Volatility
March 12, 2026
ORCL, META, NVDA, UBER, AMZN, GOOGL, Zoox, IPO
Oracle’s $90B sales target and Nvidia’s $2B Nebius deal signal aggressive AI scaling, offsetting macro risks from Anthropic’s regulatory hurdles.
【TechTrends】
AMZN, ORCL, and NVDA Scale Gigawatt AI Infra Amid $650B Capex Surge
March 11, 2026
AMZN, ORCL, HPE, AAPL, GOOGL, PLTR, BYD
Amazon and Oracle drive $650B in capex as NVDA secures gigawatt-scale pacts. Infrastructure debt and supply shortages signal sustained high margins.
【TechTrends】
NVDA Moat Challenged：Cerebras IPO & Nscale $14.6B Valuation Surge
March 10, 2026
ORCL, LYV
Cerebras targets $2B IPO as Nscale hits $14.6B valuation, signaling infra pivot. Middle East conflict drives Brent to $120, risking $6T in equity.
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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