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NVDA (Trans): Compute Spend Linked to Rev.; Supply Chain Security Prioritized ---Analysis: Despite NVIDIA's strong performance, volatility in AI trading still existsMinimax continues to dig deep into "lobster meat"Daniel Zhang: The Speculation of Exchange Rate Narratives"Crazy Little Yang Ge" concept stocks surged 64 times before plummeting 96%! Continuously high-growth NVIDIA concept stocks released (with list)CRM Trans: Organic rev. growth to re-accelerate in H2 FY ---Samsung's storage division is charging exorbitant prices, and Apple is accepting them all—Samsung's mobile division is forced to use 50% Micron storage chipsCRM: AI-replacement thesis sweeps; is the SaaS leader now a 'castoff'? ---Record funds have poured in, yet it has resulted in the worst relative performance in 15 years! The halo of U.S. stocks fades, and the dollar alarm sounds?Nvidia "hands in the paper" to ease AI concerns, Japanese and South Korean tech stocks strengthen, South Korean stock index hits a new high, US dollar weakensGoldman Sachs on AI Trading: Risks of "AI Infrastructure" in the Second Half, "Losers" of "AI Applications" Hard to Turn Around in the Short TermStock market "honey," bond market "arsenic"? Military and AI spending in various countries surges, pushing global debt to a record $348 trillionAfter analyzing over ten thousand financial reports, Morgan Stanley found that the "services + cyclical" sector, which has been sold off, actually has the highest AI adoption rate and the strongest bargaining powerStrategic focus to counter Amazon and Tesla, Google reabsorbs AI robotics subsidiary IntrinsicQuantum Unlock 1.0: IBM elaborates on five key issues in quantum computingThe White House leads "power decoupling"! Six giants including Microsoft and Amazon pledge to build their own power plants to ensure that AI development does not drive up residential electricity prices