Weekly Selection | Chip Prices Surge, South Korea Goes On a Buying Spree, Trump Visits China, New Federal Reserve Chair Waller Takes Office

PANews Editor's Note: PANews has selected high-quality content from the week to help everyone fill in the gaps and make the most of the weekend. Click the titles to read.

Stock Market Surge Amidst AI Boom

Reassessing Micron MU: The Memory Supercycle and How It Disrupts Wall Street's Traditional Valuation Logic

On May 8, Micron Technology surged over 15%, no longer just a traditional cyclical storage company but a core monopoly in AI computational infrastructure.

After AMD's surge of 68 billion yuan, who benefits from China's industrial chain, and who is marginalized?

AMD's earnings report exceeded expectations, with stock prices soaring over 20%. The explosive demand for AI computing is reshaping the global industrial chain, directly benefiting sectors like Chinese optical modules and packaging/testing, although betting on single assets carries risks.

When Technology is No Longer a Barrier, There is Only One Thing Left as the Ultimate Moat in the AI Field

Ambitious individuals must understand that being "chosen" and being "seen" are two different things.

A Quick Read on the Reasons Behind the Recent Surge in the Storage Industry

The explosion of AI has completely changed the pricing mechanism in the storage industry.

Morgan Stanley's 2026 Semiconductor Report: Buy Packaging, Buy Testing, Buy Chinese Chips, Avoid Traditional Tracks

Building the Future AI Infrastructure—CPU, GPU, ASIC, Optical Modules, and Chinese Chips.

Chips, Energy, Storage: AI Infrastructure's Three Lines, Who Will Rise First, Who Will Rise the Most, and Who Can Still Catch Up?

Don't just focus on whether models are hot; what truly drives the AI market up are the three underlying infrastructure lines behind it.

Macroeconomic Insights

The Prototype of "The Big Short" Makes a Bold Move: Shorting Nvidia, Going Long on Software Stocks "Scared Away" by AI

Michael Burry, who rose to fame during the 2008 subprime mortgage crisis (the prototype for the movie "The Big Short"), is doubling down on shorting AI leader Nvidia and Palantir, expanding his shorting scope to semiconductor ETFs and NASDAQ ETFs, while buying traditional software stocks like Adobe and Autodesk that were pressured by the AI narrative, establishing a complete revaluation portfolio for the AI bubble.

The Real China During Earnings Season

After reading 300 annual reports, the "K-shaped differentiation" and logical reconstruction happening in the Chinese industry are evident.

Stock Prices Skyrocketed After Q1 Earnings Report; Circle Aims to Shed its Interest Rate Stock Label

With the powerful narrative of AI agent economy and ARC stablecoin public chain, Circle has rapidly shifted the market's focus from current performance to growth expectations, successfully igniting market sentiment and pushing up stock prices significantly.

Goldman's Latest Commodity Methodology: A Portfolio Manager's Guide to Commodities

When analyzing any commodity, first separate "how much the forward anchor moved" from "how much the spot deviated from the relative anchor."

SK Hynix Becomes the "Traitor of Capitalists," Samsung Employees Go on Strike

50,000 people stop working for 18 days; is there going to be a "supply shortage" in the global chip supply?

Why is Kevin Walsh the "Chosen One" for Federal Reserve Chair? Policy in the Next Six Months is Crucial

Walsh and Bascent form a new version of the "World Salvation Committee," aiming to maintain a low-cost financing environment for the U.S. in the AI era.

What Are the Significant Impacts and Implications of the CLARITY Act on the Crypto Industry?

2026-2028 will be the best three years for domestic crypto startups in the U.S.

Trump Brings 17 CEOs, Adding Fuel to the AI Bull Market

"For the stock market, does Trump and his CEO group bring a new story or reinforce the old narrative?"

Institutional and Celebrity Insights

Trump's Q1 "Stock Trading Operations" Exposed! New Purchases Include These Stocks

Significantly reduced holdings in Amazon, Meta, and Microsoft, purchased Nvidia, Broadcom, and Apple, and bottom-fished Oracle, Adobe, and other software stocks.

Exclusive Interview with Former Goldman FICC Executive: Semiconductor Shortages Favor the Stragglers! Buy Up Everything in Optical Modules

Storage chips should not be valued by PE; they are essentially leveraged oil. Apart from Bitcoin, all altcoins are worthless, just casino chips.

From Survival to Acceleration: ZODL Founder Shares the Three-Year Rise of Zcash

Zcash has completed the transformation from survival to growth by fixing governance and incentives, creating excellent products, and reshaping the narrative.

Arthur Hayes' Latest Long Article: Do Not Care About War and Inflation; the AI Bubble is the Biggest Opportunity

The bull market is here; I buy with my eyes closed. Take advantage of the crowd that hasn't woken up yet, while the AI bubble hasn't burst.

Bitwise: Why Are Top Capitalists Betting Crazy on New Public Chains Like Arc, Canton, and Tempo?

Circle, Canton, and Tempo concentrate financing, with giants like BlackRock, a16z, and Stripe betting on stablecoins and asset tokenization tracks, as clear regulations create new opportunities for privacy public chains.

CZ's New Interview: AI and Biotechnology Are Great, but I Still Allocate 80% of My Efforts to Blockchain

Currently, nothing can replace Bitcoin; micropayments, Agent payments, Agentic Money... all of these will come.

Conversation with He Yi: There's Nothing to Lose in Life; You Either Gain or Learn

From a rural girl to Co-CEO of Binance, revealing the four pillars of cognition, courage, ambition, and execution. Bitcoin reshapes financial cognition, and courageous attempts achieve a turnaround in life; how can ordinary people uplift themselves?

Seizing Opportunities

After 50x Storage, Sun Yuchen is Always Looking to the Next Decade

If you had listened to Sun at that time and invested 10,000 yuan in Nvidia, today it would be 2.4 million.

Stablecoin Investment Guide: From 3% to 15%, Which of the Four Risk Levels Will You Choose?

A guide to steady earnings in the crypto market: from very low risk to higher risk, dismantling stablecoin investment channels, and following institutional fund layouts to seek stability in winning.

Three Billion DeFi Funds Migrating: LayerZero Falls, Chainlink Thrives

The Kelp DAO attack triggered a significant on-chain migration, with Chainlink receiving $3 billion in liquidity in one week; LayerZero faced a trust crisis, apologized, and is taking corrective measures.

One Article to Understand the Profit Pools and Industrial Pattern of AI Storage Layers

In-depth analysis of the six profit pools of AI storage: HBM's gross margin soars to 72%, CXL's re-timing profits reach 76%, and enterprise SSDs benefit from the inference explosion. Under the oligopolies of Samsung, SK Hynix, and Micron, which sectors have the most investment value?

When the Bubble Comes, How to "Smartly" Short?

Find the wedge, buy put options of the victims, and then wait for the confirmation signal to appear before heavily investing.

Web3 Matters

A Long Article: Traditional Art is Dying, NFT is Becoming the Renaissance for a New Generation of Collectors

NFTs haven't died; museums and top galleries are quietly betting.

Hook Narrative Creates New Opportunities for Wealth; How to Catch the Next One?

How did SATO, uPEG, and Slonks bring attention to the Uniswap V4 hook?

The "VVV" Concept, which Increased Ninefold in Six Months, Is the New Main Line of AI in the Base Ecosystem

The Base eco AI mainline concept "VVV" exploded, with the Venice token $VVV's deflationary model driving a ninefold increase, while $POD surged over 12 times, with related tokens like $SR rising along.

Rising Star in the Base Ecosystem: The Logic Behind Dolphin Network's $POD Surging 14 Times in a Month

With the explosion of the Venice ($VVV) ecosystem, Dolphin drives the $POD's surge of over 14 times in a month through a 100% revenue buyback and point-to-pool model. Its strict staking penalty mechanism successfully addresses the computational efficiency and trust issues of decentralized AI inference.

Two Peaches Kill Three Warriors: The Operations Behind Hyperliquid

On May 14, Native Markets announced the sale of $USDH to Circle and Coinbase's CC combination, and after a brief operation in August, NM took the money and left.

Key News

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。